GRACE PERRY
Toronto,ON
Summary
Enterprising Financial Analyst with proven success in financial research, data collection, financial modelling and macro economic conditions. Expertise includes financial analysis, trends, and forecasting. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, and forecasting. Tech-savvy in use of spreadsheets, and financial management software.
Overview
26
26
years of professional experience
Work History
Financial Research Analyst
RON MOCK ADVISORS
11.2019 - Current
- Developed new analytical models that improved forecasting accuracy and reduced risk exposure.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Contributed to business growth by identifying potential investment opportunities through thorough analysis of market conditions
- Supported senior management in making informed decisions by delivering timely and accurate research findings
- Streamlined internal workflows by automating data collection, analysis, and reporting tasks
- Improved data accuracy by conducting in-depth research and analysis on industry trends and market behavior
Consultant
LASHWAY CONSULTING GROUP
01.2009 - 02.2018
- Involved with cultivating new business and servicing clients in various fields with an emphasis on strategic communications and brand enhancement
- Developed innovative strategies for clients, resulting in increased revenue and business growth
- Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines
BAYVIEW GLEN
01.2009 - 01.2018
- Recruited to leadership roles in the areas of parent engagement, retail operations for The Guild Shops, and capital fundraising
- Appointed to Parent Guild Executive Committee (2014 to 2018)
- Elected as Chair, Nominating Committee for the Executive (2015 to 2018)
- Named lead Parent Volunteer Recruiter (2014 to 2018)
- Co-Chair of Worldview Celebration Gala (2014), which raised $125,000 in support of the Capital Campaign and commemorated the completion of a new building on campus.
- Worked well in a team setting, providing support and guidance
- Excellent communication skills, both verbal and written
- Used critical thinking to break down problems, evaluate solutions and make decisions
YORK UNIVERSITY
01.1998 - 01.2003
- Achieved Dean’s List, while completing Specialized Honours Degree Programme in Communication Studies
Education
Bachelor of Arts - Communications
York University
Toronto, ON05.2003
Skills
- Team Player
- Strong Communication Skills
- Excellent Attention to Detail
- Adaptability and flexibility
- Data Collection & Research
- Problem solving
- Data Analysis
- Investment Analysis
- Financial Modeling
- Forecasting Trends
- Portfolio Management
Additional Education
Columbus Centre/Cultural Arts Program, 2008, Present, Italian Language and Cultural Studies
Awards
Received an Ontario Community Service Award for 5 years of giving back to the Bayview Glen community.
Languages
English
Native or Bilingual
Italian
Professional Working
Timeline
Financial Research Analyst
RON MOCK ADVISORS
11.2019 - Current
Consultant
LASHWAY CONSULTING GROUP
01.2009 - 02.2018
BAYVIEW GLEN
01.2009 - 01.2018
YORK UNIVERSITY
01.1998 - 01.2003
Bachelor of Arts - Communications
York University
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