Summary
Overview
Work History
Education
Skills
Languages
Timeline
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PAULA UKWUEGBU

Toronto,Ontario

Summary

Seeking a mid-level business analyst position with a reputable company where I can utilize my finance and banking experience accompanied with solid analytical and quantitative skills to enable accurate financial decision-making. Skilled [Job Title] with record of success breaking down and improving business systems. Collaborates well to test, implement, refine and enhance systems and meet current and expected business needs. Excellent research, reporting and communication strengths developed over [Number]-year career.

Overview

5
5
years of professional experience

Work History

Financial Advisor

Royal Bank of Canada, RBC
08.2021 - Current
  • Engaging with new and existing clients to better understand their short and long-term financial goals while developing a financial strategy to achieve set goals
  • Monitoring client investment portfolios to ensure these meet their progress and target requirements
  • Providing tax, income and estate guidance for clients on a daily basis
  • Regularly reviewing client information to ensure compliance regulations with Fraud, money laundering and KYC (know your client) to protect the bank's interests.

Business Analyst

Rbc
08.2021 - 02.2023
  • Interacted with internal customers to understand business needs and translate into requirements and project scope.
  • Collaborated with stakeholders to define project objectives and criteria.
  • Performed gap analysis to identify areas of improvement.
  • Improved business direction by prioritizing customers and implementing changes based on collected feedback.

Customer Service Manager

Gatestone & Co
01.2020 - 08.2021
  • Interacted with approximately 150 customers daily, providing personalized product guidance, resolving issues, following up on purchases and opening new client accounts
  • Effectively Supervised a team of 15+ personnel to implement and sustain customer satisfaction goals
  • Coordinated with the Sales and Product Departments in providing report analysis of trends in customer behavior and user experience every three months
  • Reorganized project teams based on customer categories and reduced the backlog by 15%
  • Conducted weekly workshops for 10+ clients to explain product features and respond to immediate needs

Project Coordinator

York University
02.2019 - 03.2020
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
  • Managed competing demands and professionally adapted to frequent change, delays and unexpected events.

Education

Investment funds in Canada Certification (IFIC) -

2022

Bachelor of Commerce Undergraduate -

York University
2020

Skills

  • Proficient in
  • Microsoft Office (Word, Excel, Powerpoint, Pivot tables, Teams)
  • Leadership skills (Team-building, Time management, Risk-taking, Flexibility)
  • Problem-solving skills (Collaboration, Research, Attention to detail)
  • Critical-thinking skills (Curiosity, Creativity, Resourceful, Willingness to trial)
  • Project Management, Credit risk, Credit Analysis, Investment Advisory

Languages

English
Native or Bilingual

Timeline

Business Analyst

Rbc
08.2021 - 02.2023

Financial Advisor

Royal Bank of Canada, RBC
08.2021 - Current

Customer Service Manager

Gatestone & Co
01.2020 - 08.2021

Project Coordinator

York University
02.2019 - 03.2020

Investment funds in Canada Certification (IFIC) -

Bachelor of Commerce Undergraduate -

York University

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PAULA UKWUEGBU