Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Kale Andrea

Kale Andrea

Summary

As a Documentation Engineer at Lockheed Martin, I apply my finance expertise to create and maintain technical documentation for complex defense projects. I work with engineers, analysts, and managers to ensure the accuracy, clarity, and compliance of the documentation, using various tools and software. I also contribute to the improvement of the documentation processes and standards, ensuring the quality and efficiency of the work.


I graduated with a Bachelor of Business Administration in Finance from St. Francis Xavier University in 2019, where I learned the fundamentals and applications of finance, accounting, economics, and statistics. I also participated in various extracurricular activities, such as the Finance Society and the Student Investment Fund, where I honed my leadership, teamwork, and communication skills.


I am passionate about making strategic financial decisions that drive business growth and innovation. I am always eager to learn new things and take on new challenges. I am looking for opportunities to leverage my finance and documentation skills and experience in a dynamic and collaborative environment.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Data Analyst, Documentation Engineer

Lockheed Martin
07.2023 - Current
  • Identified, analyzed and interpreted Contract Data Requirements List (CDRL) and Subcontract Data Requirement List (SDRL) management.
  • Assisted in maintenance and review of supporting technical data and documents.
  • Created various Excel documents to assist with pulling metrics data for status accounting/tracking.
  • Managed internal engineering tools and data (i.e.: Jira, Windchill, Redmine)
  • Upheld classified security and confidentiality of documents and data within area of responsibility.
  • Produced and presented delivery reports.

Private Client Service Associate

TD Wealth
12.2021 - 07.2023
  • Provide portfolio managers with support and service functions such as account creation, portfolio administration, and client or prospect meeting preparation.
  • Evaluate Financial information attained from customers to determine strategies for accomplishing respective investment objectives.
  • Perform administrative tasks such as client correspondence, database maintenance, daily transactions and reporting.
  • Participate in close client interaction to assist in banking needs for high and ultra-high net worth individuals.
  • Communicated market developments, portfolio changes, and annual performance metrics for annual client meetings.

Practice Management Analyst

Grant Thornton LLP
01.2020 - 12.2021
  • Worked with various Grant Thornton partners and managers to maintain firm data through serval systems.
  • Provided firm-wide support and user training for project management systems in accounting to track time, billing, and scheduling.
  • Conduct software testing to compile findings along with suggested solutions to increase the productivity of time management.
  • Support the Data Quality Manager in the day-to-day monitoring and maintenance of firm data.

Financial Service Representative

Credit Union Atlantic
07.2019 - 01.2020
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Worked with customers to develop banking and financial planning strategies and solutions to support financial advisors.
  • Actively capturing and validating client transactions to resolve discrepancies to provide accurate data of cash flows.

Education

Bachelor of Business Administration - Finance

Saint Francis Xavier University
Antigonish, NS
05.2019

Skills

  • Database Maintenance
  • Data Analytics
  • Banking
  • Stock Market Expertise
  • Client Relations

Certification

  • Canadian Securities Course (CSC) - Canadian Securities Institute - 2021
  • Ethical decision making for investment professional certification - CFA Institute - 2019
  • Certified Personal Trainer (CPT) - National Academy of Sports Medicine (NASM) - 2023
  • Certified Nutrition Coach (CNC) - National Academy of Sports Medicine (NASM) - 2023
  • First Aid Certification (CPR/AE) - National Academy of Sports Medicine (NASM) - 2023

Timeline

Data Analyst, Documentation Engineer

Lockheed Martin
07.2023 - Current

Private Client Service Associate

TD Wealth
12.2021 - 07.2023

Practice Management Analyst

Grant Thornton LLP
01.2020 - 12.2021

Financial Service Representative

Credit Union Atlantic
07.2019 - 01.2020

Bachelor of Business Administration - Finance

Saint Francis Xavier University
Kale Andrea