Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Imani Muhima

Ottawa,Canada

Summary

Experienced financial professional with desire to take on new challenges. Knowledgeable, strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively independently and quickly mastering new skills.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Planning & Analyst

Source One Financial
Burlington, ON
07.2022 - 09.2023
  • Enhanced financial planning, budgeting, and forecasting methodologies and improving operational efficiency.
  • Development of financial models and conducted comprehensive variance analysis to support strategic decision-making.
  • Oversaw the monitoring of financial performance using KPIs, delivering actionable insights through in-depth market trend analysis.
  • Fostered collaborative stakeholder engagement to devise and implement strategies that accelerated financial growth and performance.

Mortgage Representative

MCAP
Kitchener, ON
01.2022 - 08.2022
  • Specialized in customer account verification, providing customized mortgage, tax, and financial solutions that increased client satisfaction.
  • Navigated complex conversations with empathy and professionalism, resolving issues in alignment with company policies and enhancing customer trust.
  • Ensured high levels of client communication, maintaining database accuracy, and efficiently managing substantial call volumes, thereby improving operational workflow.

Financial Assistant

Smart Pro Delivery
Ottawa, ON
02.2020 - 01.2022
  • Played a key role in audit preparations, streamlining month and quarter-end financial documentation processes, leading to a decrease in preparation time.
  • Implemented robust accounts receivable tracking and reconciliation procedures, significantly enhancing financial data accuracy.
  • Managed precise data entry and maintained comprehensive financial records, optimizing daily expense tracking and reporting accuracy.

Sales Representative

Bell, MSICORP
Ottawa, ON
05.2020 - 07.2021
  • Excelled in identifying client needs and recommending optimal products, contributing to a great increase in sales targets achievement.
  • Efficiently processed client payments and conducted thorough follow-ups, ensuring high levels of client satisfaction and adherence to company procedures.
  • Leveraged proactive engagement strategies to maximize sales opportunities, substantially improving client retention rates and overall sales performance.

Top Seller and Top New Monthly Plan Activator.

Education

Bachelor of Commerce - Finance

University of Ontario Institute of Technology
Oshawa, ON
06.2021

Skills

  • Financial Analysis, Forecasting, Budgeting
  • Knowledgeable in ERP Systems, Sage 50, SQL
  • Effective Time Management
  • Strong Communication Skills
  • Detail-Oriented, Accurate Data Entry
  • Microsoft Excel, Office, Powerpoint

Certification

  • Intermediate Javascript Training
  • Back End Engineering Codecademy Course

Timeline

Financial Planning & Analyst

Source One Financial
07.2022 - 09.2023

Mortgage Representative

MCAP
01.2022 - 08.2022

Sales Representative

Bell, MSICORP
05.2020 - 07.2021

Financial Assistant

Smart Pro Delivery
02.2020 - 01.2022

Bachelor of Commerce - Finance

University of Ontario Institute of Technology
Imani Muhima