Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kishmar Lorde

Halifax

Summary

Accomplished Mergers and Acquisitions Senior Associate with a proven track record at Deloitte, enhancing operational efficiency and fostering client relationships. Expert in financial modeling and adept at cross-functional collaboration, I have significantly contributed to complex project successes and strategic decision-making. My background also includes robust economic research, underpinning a comprehensive skill set in financial analysis and effective communication.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Mergers and Acquisitions, Senior Associate

Deloitte
01.2022 - 08.2024
  • Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
  • Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
  • Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.

Mergers and Acquistions, Associate

Deloitte
01.2021 - 08.2022
  • Generated reports detailing findings and recommendations.
  • Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
  • Collected, arranged, and input information into database system.
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.

Tax Consultant

Deloitte
01.2020 - 01.2021
  • Offered clients recommendations to reduce tax liabilities.
  • Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Reviewed client financial statements to ensure proper classification of expenses for optimal tax benefits.

Research Assistant

University of the West Indies
06.2019 - 08.2019
  • Participated actively in regular meetings with fellow researchers to discuss project updates, challenges faced, and lessons learned during ongoing activities.
  • Organized research materials, maintaining a well-ordered workspace conducive to productivity.
  • Contributed to the publication of research articles in peer-reviewed journals.

Economic Research Intern

Inter-American Development Bank, IDB
06.2018 - 06.2018
  • Examined macroeconomic and microeconomic data to identify potential opportunities.
  • Generated, analyzed and reported data to forecast market trends and explain economic phenomena.
  • Used mathematical formulas, statistical models and analytical techniques to assess information.
  • Analyzed factors that affected economic growth and leveraged information.

Education

Master of Science - Finance

Saint Mary's University
Halifax, NS
08-2025

Bachelor of Science - Economics And Finance

The University of The West Indies
Caribbean

Skills

  • Company profiling
  • Equity valuation
  • Industry analysis
  • Financial statement analysis
  • Report writing
  • Economic analysis
  • Financial modeling

Certification

  • Chartered Financial Analyst (CFA) - CFA Institute | Level 1 Candidate

Timeline

Mergers and Acquisitions, Senior Associate

Deloitte
01.2022 - 08.2024

Mergers and Acquistions, Associate

Deloitte
01.2021 - 08.2022

Tax Consultant

Deloitte
01.2020 - 01.2021

Research Assistant

University of the West Indies
06.2019 - 08.2019

Economic Research Intern

Inter-American Development Bank, IDB
06.2018 - 06.2018

Master of Science - Finance

Saint Mary's University

Bachelor of Science - Economics And Finance

The University of The West Indies

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Kishmar Lorde