Itzel Ordonez
Mississauga,ON
Summary
Experienced accountant and financial analyst seeking the role of Customer Experience Associate at Scotiabank, Clarkson Mississauga branch. Leveraging my analytical skills, attention to detail, and dedication to providing exceptional customer service, I am eager to contribute to enhancing the customer experience while applying my financial expertise. Skilled in financial reporting, financial application management, and Microsoft Office.
Overview
5
5
years of professional experience
Work History
Financial Planning
Self-Employed/Freelance
North York, ON
05.2023 - Current
- Developed and implemented financial planning strategies for clients to meet their short-term and long-term goals.
- Conducted client meetings to review investment portfolios, discuss current market conditions, and guide asset allocation.
- Analyzed financial data to identify opportunities for increased efficiency or cost savings.
- Managed and executed marketing campaigns to promote financial literacy and attract new clients.
Financial Analyst
Data IQ Mexico
Mimico, ON
11.2018 - 10.2022
- Conducted thorough financial analysis, ensuring budgeting, forecasting, and financial reporting accuracy.
- Utilized analytical skills to identify cost-saving opportunities and improve financial efficiency.
- Prepared detailed financial reports for management, providing insights into the company's economic performance.
- Collaborated with cross-functional teams to optimize financial strategies and achieve corporate goals.
- Managed financial transactions, including accounts payable and receivable, with meticulous attention to detail.
Education
Diploma in Project Management -
Georgian College
Toronto08.2023
Bachelor’s Degree in Accounting -
The National Autonomous University of Mexico
Mexico07.2015
Skills
- Organized
- Multitasker
- Customer Service
- Phone Inquiries/Transfers
- Team Cooperation
- Communication
- Customer Service
- Problem-Solving
- Time Management
Languages
English
Spanish
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Financial Planning
Self-Employed/Freelance
05.2023 - Current
Financial Analyst
Data IQ Mexico
11.2018 - 10.2022
Diploma in Project Management -
Georgian College
Bachelor’s Degree in Accounting -
The National Autonomous University of Mexico
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