Gary Lewis
Kleinburg,ON
Summary
A highly motivated and goal-driven team player seeking an opportunity that offers new challenges and professional growth. I am a seasoned executor, an effective leader with an entrepreneurial spirit looking to take the next step in my career
Overview
13
13
years of professional experience
Work History
Financial Analyst
Bank Of America Merrill Lynch
Toronto, Ontario
08.2014 - Current
- Daily networking with internal stakeholders (i.e. Leadership, Front Office, Senior Officers, Operations, and Third party vendors) to identify and develop key priorities and streamline existing processes.
- Excellent track record of establishing, managing and improving productivity through the use of key performance indicators.
- Rebalancing of the daily and month-end P&L, maintain internal financial systems/databases, and accurately prepare journal entries for month end book closing.
- Manage and oversees the completion of daily financial reporting using proprietary desktop systems, and conduct P&L analysis to align with business expectations.
- Lead on-going training for new hires and cross-training for existing co-workers within finance, while assigning tasks and establishing and cultivating positive collaboration among various support teams.
- Facilitate and take on special projects and perform additional responsibilities on an ad hoc basis.
Analyst
CIBC
Toronto, ON
02.2012 - 07.2014
- Regular networking and collaboration with internal and/ or external stakeholders and maintained excellent client relationships to ensure cohesive relationships.
- Reconciled P&L on internal systems, and processed any adjustments as required ensuring compliance with signed agreements.
- Identified and resolved problems through root cause analysis and research.
- Validated results and performed quality assurance to assess accuracy of data.
- Recommended process improvements to continually identify, analyze and fix constraints and challenges.
Associate Solutions Consultant
Apple
Etobicoke, ON
07.2010 - 07.2014
- Provided training, coaching, prospecting and mentorship to new hires as a senior employee while assisting management with evaluating customer satisfaction, customer escalations, and assessing customer needs using CRM tools.
- Led product presentations, and group workshops in a very active, constantly changing environment while providing customer specific solutions that enriched each interaction.
- Conducted technical support to Apple Business Sales and Retail consumers, completed numerous new product setups with customers while constantly staying up-to-date with new technology
- Completed direct sales transactions with accuracy and attention to detail while exceeding sales targets and bringing support to the entire team with product knowledge, troubleshooting and expertise.
- Handled various customer and employee issues with empathy and tact while providing direction and reasonable solutions.
Education
Bachelor of Arts -
York University
Toronto, ONAssociate of Arts - Business Marketing
Humber College
Toronto, ONSkills
- Communication Skills
- Organizational Skills
- Analytical
- Multi-Tasking
- Detail Oriented
- Team Oriented
- Business Acumen
- Relationship Building
- Time Management
- Attention to Detail
- Interpersonal Skills
- MS Office Suite
- Problem-Solving Skills
- General Ledger Journal Entry
- Customer Care
- Presentation Skills
- Excellent Work Ethic
- Report Preparation
Timeline
Financial Analyst
Bank Of America Merrill Lynch
08.2014 - Current
Analyst
CIBC
02.2012 - 07.2014
Associate Solutions Consultant
Apple
07.2010 - 07.2014
Bachelor of Arts -
York University
Associate of Arts - Business Marketing
Humber College
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