Dynamic finance professional with extensive experience at Royal Bank of Canada Capital Markets, excelling in financial reporting and variance analysis. Proven track record in enhancing reconciliation processes and delivering actionable insights. Strong analytical skills combined with effective communication foster collaboration and drive investment success.
Overview
7
7
years of professional experience
Work History
Senior Product Controller
Royal Bank of Canada Capital Markets
North York, Ontario
08.2022 - Current
Created detailed reports for senior management outlining current positions held in all portfolios.
Assisted with month-end close activities such as preparing journal entries and account reconciliations.
Coordinated preparation of external audit materials and external financial reporting.
Developed and implemented procedures to improve efficiency of the reconciliation process.
Analyzed actual financial results to budget, preparing variance reporting to functional groups.
Investment Analyst
Richmond Assets Holdings - Venture Development Institute
Pickering, Ontario
08.2021 - 05.2022
Assisted in preparing presentations for senior management outlining recommended investments based on financial analysis and modeling results.
Identified alternative investment opportunities such as private equity funds or venture capital deals which could potentially yield higher returns.
Developed financial models to assess the feasibility of proposed investments.
Monitored performance of existing investments and recommended changes when necessary.
Created forecasts of expected returns from proposed investments using historical data as well as projections of future economic conditions.
Drafted marketing materials including brochures, fact sheets, newsletters, highlighting the benefits of investing through our firm.
Corporate Development Analyst
Alpha Direct Insurance
Gaborone; Botswana
05.2018 - 05.2019
Facilitated negotiations between target companies and investors or other interested parties.
Assisted in structuring deals by creating complex financial analysis tools such as discounted cash flow models and leveraged buyout scenarios.
Analyzed various industry trends and competitive landscapes to identify potential opportunities.
Performed financial statement analysis to evaluate the performance of existing assets within the portfolio.
Facilitated regular team meetings and workshops to foster collaboration and knowledge sharing.
Education
Bachelor of Science - Economics
University of Edinburgh
Scotland; United Kingdom
06-2016
Masters - Finance
Queens
Kingston, ON
Skills
Financial reporting
Variance analysis
Account reconciliation
Investment analysis
Financial modeling
External audit coordination
Affiliations
CFA level 2 Candidate
Timeline
Senior Product Controller
Royal Bank of Canada Capital Markets
08.2022 - Current
Investment Analyst
Richmond Assets Holdings - Venture Development Institute
Team Manager/ Team Lead – Settlements at Royal Bank of Canada Capital MarketsTeam Manager/ Team Lead – Settlements at Royal Bank of Canada Capital Markets