GINIKA DIJI, CFA, CEP
Calgary,AB
Summary
Tactical and success-driven individual with 10+ years of acquiring and applying extensive equity-related knowledge. Proactive future Investor Relations Senior Manager who is passionate about the capital markets and investment management, personally & professionally. Competent in developing & maintaining relationships with internal & external stakeholders. Detail-oriented team player with strong communication skills who is adept at undertaking complex projects and delivering high-quality output while meeting tight deadlines.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Equity Plan Manager
FullStory Inc.
06.2022 - Current
- Leading & coordinating the provision of timely & accurate financial statements, cap tables & other necessary company information to institutional investors.
- Facilitating clear lines of communication with various departments to ensure accurate reporting of employee data for equity plan administration purposes.
- Maintaining up-to-date knowledge of industry best practices, continuously improving internal processes to enhance efficiency and effectiveness.
- Serving as a liaison between senior management and participants, effectively addressing concerns and resolving issues.
Senior Stock Plan Administrator
Shopify
01.2020 - 06.2022
- Administered the company's global equity plan, which included 10,000 participants and spanned 17 countries
- Led projects to improve existing procedures and enhance system integrations.
- Served as a liaison between management and participants, effectively addressing concerns and resolving issues related to plan administration.
Senior Advisor, Equity Plan Administration
Lane Caputo Compensation Inc.
07.2019 - 01.2020
- Led the Equity Plan Administration division of the company in providing recommendations on equity plan management and plan design
- Mentored and trained staff which enabled them to provide exceptional customer service to clients.
- Enhanced client relationships by providing strategic advice and guidance on industry trends and best practices.
Team Lead, Financial Reporting Team (North America) & Financial Reporting Specialist
Shareworks by Morgan Stanley
04.2017 - 06.2019
- Built a North American team of 6 members, from the group up.
- Participated in the preparation of journal entries, financial statement disclosures, diluted EPS values, and peer groups for volatility calculations.
- Maintained a strong understanding of best practices and accounting standards in financial reporting to ensure compliance with US GAAP, IFRS & ASPE.
Relationship Manager, Solutions Analyst & Account Administrator
Shareworks by Morgan Stanley
12.2013 - 04.2017
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Oversaw, implemented, and administered clients' equity plans.
- Led educational workshops for global clients.
Group Benefits Representative
Manulife Financial
- Managed and resolved service requests concerning group benefits.
Education
CFA Designation -
CFA Institute
05.2024
CEP Designation -
Certified Equity Professional Institute (CEPI)
06.2017
Honours Bachelor of Arts (HBA) - Economics, Human Geography & GIS
University of Toronto
06.2012
Skills
- Communication
- Leadership
- Problem Solving
- Capital Markets Knowledge
- Analytical
- Research
- Relationship building and management
- Adaptability
- Attention to Detail
- Customer/Client Service
- Project Management
Accomplishments
- Development of the Shareworks Masters Certification
- Hand-picked to help create the Canadian Financial Reporting Training Module, which is being used by Morgan Stanley employees and clients around the world to learn about Shareworks' Financial Reporting capabilities.
Volunteer Experience
CEP Exam Question Writer & Reviewer, Certified Equity Professional Institute, 2019 - Present
- Write and review exam questions for various exam levels of the CEP Program.
Instructor & Program Coordinator, Junior Achievement, Southern Alberta, Calgary, 2015 - 2019
- Provided financial education to middle and high school students. Also, led the planning of volunteer days, for Shareworks by Morgan Stanley, to facilitate group deliveries by the company's staff.
Languages
English
Native or Bilingual
Spanish
Limited Working
Certification
- CFA - Certified Financial Analyst, CFA Institute - May 2024
- CEP - Certified Equity Professional, Leavey School of Business, Santa Clara University - June 2017
Timeline
Equity Plan Manager
FullStory Inc.
06.2022 - Current
Senior Stock Plan Administrator
Shopify
01.2020 - 06.2022
Senior Advisor, Equity Plan Administration
Lane Caputo Compensation Inc.
07.2019 - 01.2020
Team Lead, Financial Reporting Team (North America) & Financial Reporting Specialist
Shareworks by Morgan Stanley
04.2017 - 06.2019
Relationship Manager, Solutions Analyst & Account Administrator
Shareworks by Morgan Stanley
12.2013 - 04.2017
Group Benefits Representative
Manulife Financial
CFA Designation -
CFA Institute
CEP Designation -
Certified Equity Professional Institute (CEPI)
Honours Bachelor of Arts (HBA) - Economics, Human Geography & GIS
University of Toronto
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