Michelle Nowak
Wellesley,ON
Summary
Highly proficient financial professional with Senior Financial Analyst background. Lots of experience with Manulife systems and an understanding of the Manulife culture. Manages accurate and efficient delivery of time-sensitive risk information. Eager to bring my skills to a new team to help enhance processes and get the work done together!
Overview
22
22
years of professional experience
Work History
Senior Financial Analyst
Manulife Financial
05.2022 - Current
- Involved in special events for mutual funds and segregated funds
- Coordinate fund openings, closures, mergers, transfer in kinds, large client redemptions, NAV agent changes
- Review and release wire payments, journal entries and all work completed by the team
- Schedule the tasks for our team, ensure that all daily work is completed accurately and timely
Investment Analyst
Manulife Financial
06.2011 - 05.2022
- Facilitated daily trading activity – purchases and redemptions of mutual funds and segregated funds – with over 90 different Investment Managers
- Maintained relationships with external Investment Managers, ensured that all trading deadlines were met and that accounts were paid on time and accurately
- Followed up on accounts receivable with Investment Managers when payments were late or inaccurate
- Built strong relationships with our Custodians and ensured accurate accounting of funds
- Ensured that management fees, dilutions and overdraft charges were allocated appropriately to funds
- Trained and mentored new analysts
Financial Reconciliation Specialist
Manulife Financial
12.2004 - 06.2011
- Reconciled client cheques with multiple Manulife systems and prepared deposits to Manulife accounts
- Maintained a database to keep track of loans and money transfers
- Communicated with advisors and matched money deposited by the field with Manulife accounts
- Trained and mentored new staff
- Coordinated the schedule for the team
Service Associate – Trading Administration
Manulife Financial
11.2002 - 12.2004
- Set up client accounts on Manulife systems
- Placed trades on Manulife Systems according to instructions received from advisors
- Assisted with trades placed by the field
- Trained new staff
Staff Accountant (student – co-op work term)
KPMG
01.2002 - 04.2002
- Assisted on audits
- Prepared 110 personal tax returns
Education
Business Diploma -
Conestoga College
Kitchener, ON04.2001
Skills
- Account Reconciliation
- Investment Analysis
- Microsoft Office, Strong in Excel
- Documentation skills
- Strong Organization skills
- Excellent attention to detail
- Excellent Communication skills
Volunteer Experience
President – Waterloo Standard Condominium Corporation No 352
04/2012 - 04/2016
- Held meetings for the condominium corporation
- Signed contracts for work to be done within the condominium – snow removal, landscape, electrical work, laneway maintenance, etc.
- Answered questions and approved requests from individual unit owners within the condominium and ensured that all requests complied with the declaration, by-laws and rules
- Maintained the record of unit owners and kept everyone informed of condominium business
- Worked with engineers and contractors to resolve a drainage issue within the condominium
- Engaged engineers to update the reserve fund study and participated in on-site inspections
- Prepared status certificates for the sale of individual units and answered questions from lawyers regarding such sales
Timeline
Senior Financial Analyst
Manulife Financial
05.2022 - Current
Investment Analyst
Manulife Financial
06.2011 - 05.2022
Financial Reconciliation Specialist
Manulife Financial
12.2004 - 06.2011
Service Associate – Trading Administration
Manulife Financial
11.2002 - 12.2004
Staff Accountant (student – co-op work term)
KPMG
01.2002 - 04.2002
Business Diploma -
Conestoga College