Professional analyst with focus on financial accuracy and strategic insights, currently enrolled in the Canadian Risk Management program. A highly driven and energetic performer committed to bringing forward measurable results and being a steady team player.
Overview
9
9
years of professional experience
Work History
Account Analyst
Manulife Financial
Remote - Head Office In Boston, USA
07.2022 - 02.2025
Analyzed and delivered financial reports to key clients efficiently - major key clients had total revenue over 10 Million
Collaborated with cross-functional teams to ensure seamless integration of financial data for comprehensive reporting
Forecasted account needs and metrics based on market and product data
Participated in regularly scheduled feedback and information exchange sessions with key business partners
Supported departmental goals by contributing to the development of strategic initiatives and action plans
Accounting Specialist
Volkswagen Canada
Ajax, Canada
02.2019 - 11.2019
In charge of managing all discrepancies and issues for parts billings, both internally and externally
Initiated and updated variance analysis reports on a monthly basis, which in turn helped increased sales rapidly by 20%
Directly involved in providing input and delegating tasks to various team members within the Parts Accounting department
Accountant
Jan Kelley
Burlington, Canada
04.2017 - 04.2018
Redefined revenue recognition policies and optimized billing methods
Formed and presented on internal controls and launched agency wide implementation, which decreased internal costs by 15%
Performed various month end procedures on behalf of the CFO, such as journal entries, reconciling major accounts along with verifying income statement and balance sheet reports
Accountant (Contract)
EBF Group Ltd.
Burlington, Canada
08.2016 - 01.2017
Administered account balances for clients and their factored invoices
Worked with senior management to analyze reserves and advances for clients
Worked extensively with Cadence software, which increased efficiency in internal processes
Junior Accountant (Contract)
Rondar Inc.
Hamilton, Canada
09.2015 - 02.2016
Analyzed financial statements and assisted with relevant month end entries
Managed accounts payable for the firm and all supplier payments on a regular basis
Worked extensively with the controller on financial and strategic planning of any major upcoming projects