Liam Bax
Kitchener
Summary
Proactive and driven final-year student with a robust background in finance and a demonstrated history of exemplary leadership and innovative problem-solving. Tech-savvy and analytical, with a commitment to pursuing the CFA examination in the forthcoming year, underscoring a dedication to excellence in the actuarial and data analytics fields.
Overview
7
7
years of professional experience
Work History
Administrative Assistant
Definity
05.2023 - 08.2023
- Developed and updated internal spreadsheets and databases, optimizing the tracking, analysis, and reporting of key performance and cost metrics
- Fostered effective vendor relationships by seamlessly managing orders and communicating adjustments, ensuring timely and accurate order fulfillment
- Oversaw office supply and envelope inventory, placing purchase orders to sustain optimal stock levels, enhancing operational efficiency
- Executed cost analysis comparisons among vendors, guiding data-driven decisions for selecting the most cost-effective options.
Branch Office Administrator
Edward Jones
05.2022 - 09.2022
- Continuously analyzed and monitored changes in client assets, spending, and income in order to create personalized retirement plan and formulate semi-annual performance reviews
- Coordinated and maintained branch appointment/meeting schedule to ensure efficient time management
- Compiled, digitized, and organized client meeting notes, agendas and other important documents for easy future access
- Created social media posts and assisted in online webinars to expand social media presence.
Franchise Owner
Student Works Painting
01.2020 - 09.2020
- Sold, managed, and produced $90 000 worth of residential painting services during a pandemic to fund university tuition
- Recruited, trained, and continuously developed four painters through goal setting and performance reviews which aided in 100% employee retention rate
- Carefully analyzed company budget and efficiency measures on a weekly basis to make improvements and ultimately exceed profitability goal of 30%
- Utilized door-to-door and word-of-mouth marketing to generate over $60 000 in revenue and leveraged online marketing to spread company awareness and generate $30 000 in revenue.
Tutor
Frontier College
01.2018 - 04.2019
- Collaborated with newcomer/refugee students from grade 6-12 in math, science and english to identify lagging skills and correct weaknesses
- Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
Sales Associate
Sport Chek
01.2017 - 04.2019
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise
- Provided positive first impressions to welcome existing, new and potential customers
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
Education
Honours Double Major (BA) - Finance & Economics
University of Western Ontario
London, ON04.2024
Skills
- Microsoft Office Suite
- Report Preparation and Analysis
- R and Python
- Performance Management
- Cost Control
- Attention to Detail
Additional Information
- Personal investing.
- Various sports and resistance training.
- Chess.
Timeline
Administrative Assistant
Definity
05.2023 - 08.2023
Branch Office Administrator
Edward Jones
05.2022 - 09.2022
Franchise Owner
Student Works Painting
01.2020 - 09.2020
Tutor
Frontier College
01.2018 - 04.2019
Sales Associate
Sport Chek
01.2017 - 04.2019
Honours Double Major (BA) - Finance & Economics
University of Western Ontario
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