Summary
Overview
Work History
Education
Skills
Timeline
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Marshall Stringer

Whitby

Summary

Motivated and detail-oriented Finance graduate seeking an entry-level opportunity in financial services, with a focus on Capital Markets, Wealth Management, or Investment Banking. Eager to contribute to organizational success using strong analytical, teamwork, and problem-solving skills, while continuing to grow in a fast-paced, client-focused environment.

Overview

7
7
years of professional experience

Work History

Service Advisor

Canadian Tire
05.2023 - Current
  • Delivered high-quality customer service, acting as liaison between technicians and clients
  • Delivered accurate cost estimates and facilitated timely vehicle repairs
  • Prioritized tasks efficiently in a deadline-driven environment

Tax Compliance Assistant

RBC – Tax Internship
05.2022 - 08.2022
  • Utilized SAP and other system generated reports as well as various manually prepared worksheets/documentation in investigating commodity tax accruals for potential tax recoveries. As a result of quickly learning the key technical aspects of the recovery process, recovery opportunities were identified, and material tax savings were generated.
  • In addition, additional tasks and services were provided to other areas of the Tax Department on an as needed basis including assisting on sharepoint site operations and other tax filing procedures.

Dairy Clerk

Joe’s No Frills
01.2018 - 01.2022
  • Worked successfully within deadlines in a fast-paced environment while attending to customers enquiries in a courteous, efficient manner.

Education

BBA - Finance

Ontario Tech University
04-2025

High School Diploma -

Henry Street High School
06-2021

Skills

    Financial Expertise
    Financial Analysis Capital Markets Equity Research Financial Modeling Corporate Finance Risk Analysis Budgeting & Forecasting Tax Accounting Regulatory Compliance

    Technical Proficiency
    Microsoft Excel Microsoft Office Suite SAP SharePoint Financial Reporting Data Analytics Report Generation Document Management

    Business & Strategic Skills
    Strategic Planning Client Relationship Management Creative Problem Solving Process Improvement Initiative

    Interpersonal Strengths
    Effective Communication Team Collaboration Time Management Reliability Adaptability

Timeline

Service Advisor

Canadian Tire
05.2023 - Current

Tax Compliance Assistant

RBC – Tax Internship
05.2022 - 08.2022

Dairy Clerk

Joe’s No Frills
01.2018 - 01.2022

BBA - Finance

Ontario Tech University

High School Diploma -

Henry Street High School

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Marshall Stringer