FUNMI MATULUKO
Montréal,Canada
Summary
Experienced Financial Analyst with over two years in the industry, specializing in analytical methodologies, financial modeling, and research. Proficient in Microsoft VBA, SAS, Bloomberg, and advanced Excel formulas. Proven track record of managing multiple projects with a focus on meeting tight deadlines. Effective collaborator with strong communication skills, detail-oriented in reviewing legal and financial documents. Skilled in auditing, financial controls, budgeting, and tax specialties, with leadership capabilities to drive high-performing teams.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Client Billing and Data Analyst
Maples Fund Services (Canada) Inc.
Montréal, Canada
01.2023 - Current
- Managed the billing system for investment companies with over $5 billion assets under management which increased the cash collection rate
- Collaborated with the accounting department to identify and resolve misallocation of clients' funds which resulted in cost savings for the Company
- Utilized Advanced Excel formulas and functions (VLOOKUP, pivot tables, IF, conditional formatting) to provide due diligence on accounts receivables performance and make adequate recommendation to management
- Trained two employees on using the Company's billing system for invoice processing and submission which improved operational efficiency by 15%.
Client Billing and Data Analyst
Maples Fund Services (Canada) Inc.
Montréal, Canada
02.2022 - 12.2022
- Single-handedly directed up to 250 invoices to clients
- Analyzed clients' records to identify aged accounts receivables and follow-up with clients which led to a reduction in accounts receivables by 2%
- Improved data quality by running data quality checks frequently on entity data and ensuring discrepancies are resolved
- Prepared monthly and quarterly reports on clients' KPIs to evaluate their performance
- Supported the Finance department and other cross-functional teams by providing financial information, and statistical estimates with the use of automated tools which led to improved decision-making.
Client Operations Representative
Teleperformance
Montréal, Canada
05.2019 - 01.2022
- Interacted with 35+ customers via phone calls and e-mails daily to identify their unique needs and sell services to them
- Assisted new employees in the onboarding process
- Resolved complex customers' requests under the direction of a supervisor.
Senior Analyst
Mazars Consulting
Lagos, Nigeria
12.2016 - 10.2017
- Analyzed accounting records to reconcile differences in accounting database and clients' primary ledgers
- Obtained a consultancy bid for the firm which generated a revenue of 560 million Naira/$2,170,542 CAD
- Audited financial statements of companies in various industries on behalf of Lagos Internal Revenue Service (LIRS) to determine their level of tax exposure.
Education
Master of Science (MSc) Finance -
Concordia University, John Molson School of Business
Bachelor of Science (BSc) Economics -
Babcock University, Babcock Business School
Skills
- Data Analysis
- Reporting Tools
- Analytical Problem Solving
- Statistical Analysis
- Debt Management
- Financial Reporting
- Invoice Generation
- Billing Statement Management
- Account Collections
Certification
- Bloomberg Market Concepts (BMC), Bloomberg LP, 04/2019
- Associate Chartered Accountant (ACA), The Institute of Chartered Accountants of Nigeria (ICAN), 11/2017
Leadership And Extracurricular
- Concordia University, Access Centre for Students with Disabilities, Montréal, Canada, Note Taker, 01/2019 - 04/2019, Provided written lecture notes during the Winter 2019 term.
- Concordia University, John Molson School of Business MSc Society, Montréal, Canada, Executive Assistant to the Vice President (Finance), 09/2019 - 04/2021, Prepared budgets for events., Updated financial records of the MSc Society.
Timeline
Senior Client Billing and Data Analyst
Maples Fund Services (Canada) Inc.
01.2023 - Current
Client Billing and Data Analyst
Maples Fund Services (Canada) Inc.
02.2022 - 12.2022
Client Operations Representative
Teleperformance
05.2019 - 01.2022
Senior Analyst
Mazars Consulting
12.2016 - 10.2017
Master of Science (MSc) Finance -
Concordia University, John Molson School of Business
Bachelor of Science (BSc) Economics -
Babcock University, Babcock Business School
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