FUNMI MATULUKO
Calgary
Summary
Results-driven Financial Analyst with 4+ years of experience supporting FP&A, including budgeting, forecasting, variance analysis, revenue performance analysis, and management reporting. Experienced in KPI tracking, cash flow analysis, and building executive-level dashboards within financial services and consulting environments. Passed CFA Level I and holds an MSc in Finance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Client Billing and Data Analyst
Maples Fund Services (Canada) Inc.
01.2023 - Current
- Lead monthly financial reporting and analysis for $5B+ AUM portfolios.
- Perform variance analysis and forecasting.
- Developed KPI dashboards improving visibility into performance.
- Reduced bad debt provisions by 10%.
- Partner with finance and operations on close processes.
Client Billing and Data Analyst
Maples Fund Services (Canada) Inc.
02.2022 - 12.2022
- Supported monthly close and management reporting.
- Reduced aged receivables by 15%.
- Built Excel forecasting models.
- Conducted reconciliations and data audits.
Senior Analyst
Mazars Consulting
12.2016 - 10.2017
- Conducted financial and tax audits.
- Secured a $2.17M consulting engagement.
- Reconciled GL accounts using Sage.
Education
Master of Science (MSc) - Finance
Concordia University
Montreal, Canada10.2021
Bachelor of Science (BSc) - Economics
Babcock University
Ilishan-Remo, Nigeria06.2015
Skills
- Financial Planning & Analysis (FP&A)
- Budgeting, Forecasting & Reforecasting
- Variance Analysis (Actuals vs Budget/Forecast)
- Revenue, Expense & Margin Analysis
- Management Reporting & KPIs
- Financial Modeling (Excel)
- Advanced Excel (Power Query, PivotTables, XLOOKUP)
- Power BI & ERP Systems (Sage)
Languages
English
Native or Bilingual
Certification
- Associate Chartered Accountant (ACA) - 2017 - Date
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
Senior Analyst
Mazars Consulting
12.2016 - 10.2017
Bachelor of Science (BSc) - Economics
Babcock University
Master of Science (MSc) - Finance
Concordia University