Financial Planning and Analysis Analyst with 5+ years of experience in financial modeling, budgeting, and data analysis. Enhances business performance and decision-making through strategic insights.
Overview
5
5
years of professional experience
Work History
Accountant
Dyne Holdings
Charlottetown, Prince Edward Island
04.2022 - Current
Lead the financial forecasting and budgeting processes, analyzing key financial metrics, and providing insights to support strategic decision-making.
Collaborate with cross-functional teams to ensure alignment on financial goals and objectives, maintaining strong relationships with stakeholders across departments.
Utilize advanced MS Excel skills to create detailed financial reporting
Actively participate in the monthly close process, ensuring accurate and timely reporting of financial results.
Customer Experience Analyst
TD Canada Trust
Charlottetown, Prince Edward Island
07.2019 - 04.2022
Supported clients with financial transactions, account inquiries, and product recommendations, ensuring a high level of customer satisfaction.
Assisted in the onboarding process for new clients, verifying documentation, and ensuring compliance with regulatory requirements.
Collaborated with cross-functional teams to resolve complex customer issues, leveraging problem-solving skills to implement effective solutions.
Utilized strong interpersonal and communication skills to build and maintain relationships with clients, contributing to a 20% increase in customer retention rates.
Analyzed client feedback to identify areas for improvement in service delivery.
Education
BBA - Business Administration
University of Prince Edward Island
Charlottetown, PE
06-2021
Skills
Problem solving
MS Excel (Advanced)
Project Management: Prioritization, Deadline Management, Attention to Detail