- Finance Courses
- SQL
- Python
Jeffrey Iyalekhue
Toronto,ON
Summary
Detail-oriented Financial Analyst with 5+ years of experience supporting client finance operations, forecasting, revenue management, invoicing, and financial reporting within a fast-paced advertising agency environment. Proven ability to partner cross-functionally with project management, marketing, and finance teams to manage project financial performance, monitor budgets, reconcile accounts, and support revenue recognition processes. Advanced Excel skills with strong analytical capabilities and experience managing multi-million-dollar client portfolios, month-end reporting, forecasting, and WIP analysis.
Overview
7
7
years of professional experience
Work History
Client Financial Analyst
FCB Canada
Toronto, ON (Remote), ON
09.2019 - Current
- Managed financial operations and reconciliations for client portfolios exceeding $10M, ensuring accurate tracking of project costs, WIP balances, AR, and client billings.
- Partnered with project management and marketing leadership teams to monitor project financial performance, staffing utilization, and monthly forecasts.
- Analyzed monthly actual expenses versus forecast and delivered financial insights and variance commentary to leadership teams to support decision-making.
- Led monthly WIP and revenue review meetings with cross-functional teams to identify billing risks, scope overages, and revenue recognition discrepancies.
- Prepared month-end financial reports including balance sheet reconciliations, AR analysis, deferred revenue tracking, and WIP reporting under tight deadlines.
- Utilized advanced Excel functions including Pivot Tables, XLOOKUPs, and financial models to analyze general ledger data and improve reporting accuracy.
- Compiled and processed journal entries with 100% accuracy across three company divisions during monthly close cycles.
- Maintained and updated financial forecasting models and budget tracking tools to support client revenue forecasting and operational planning.
- Managed invoice tracking and vendor payment follow-ups, reducing monthly bad debt exposure by 50%.
- Supported implementation and integration of new invoicing systems and client billing portals by coordinating with internal and external stakeholders.
- Collaborated with account teams to ensure project financial data accurately reflected project scope, timelines, and resource utilization.
- Assisted with audit support documentation and reconciliations for financial reporting reviews.
Customer Service Representative
First National Financial LP
Toronto, ON
03.2019 - 09.2019
- Maintained 90% customer satisfaction with forward-thinking strategies focused on addressing 60 to 75 customer requests regarding mortgage concerns daily.
- Clarified customer issues and assisted with analyzing root cause of problems to resolve mortgage complaints.
- Met customer call guidelines for service levels, handle time and productivity.
- Prepared mortgage discharge and assumption statements when needed ensuring protection of customer privacy.
Education
MBA - Business Administration, Management And Analytics
05-2026
Bachelor of Commerce - Finance
12-2018
Skills
- Advanced Microsoft Excel (Pivot Tables, XLOOKUPs, financial models)
- Financial Forecasting & Budgeting
- Revenue Management & Revenue Recognition
- Variance Analysis
- Project Financial Management
- Invoice & Accounts Receivable Management
- Journal Entries & Account Reconciliations
- Financial Reporting & Month-End Close
- WIP Analysis & Utilization Reporting
- ERP & Financial Systems Exposure (SAP/invoicing systems)
- SQL (Foundational)
- Python (Foundational)
- Power BI (Foundational)
Core Competencies
- Financial Analysis
- Revenue Forecasting
- Client Finance Operations
- Cross-Functional Collaboration
- Analytical Problem Solving
- Attention to Detail
- Time Management & Multitasking
- Communication & Stakeholder Management
- Process Improvement
- Organizational Skills
Additional Information
Google Data Analytics Professional Certificate - In Progress
Financial Forecasting with Analytics Essential Training - LinkedIn (03/2023 - 03/2023)
From Excel to SQL - LinkedIn (03/2023 - 03/2023)
The Complete Financial Analyst Course - Udemy (10/2022 - 12/2022
Interests
Timeline
Client Financial Analyst - FCB Canada
09.2019 - Current
Customer Service Representative - First National Financial LP
03.2019 - 09.2019
University of Illinois At Urbana Champaign - MBA, Business Administration, Management And Analytics
University of Windsor - Bachelor of Commerce, Finance