Samim Wali
Georgetown,ON
Summary
Analytical and results-driven Financial Analyst with a strong academic background in Mathematics and Economics and proven expertise in financial modeling, portfolio management, and data-driven decision-making. Proficient in leveraging advanced tools like Excel, R, and Python for comprehensive data analysis and visualization. Known for optimizing processes, delivering actionable insights, and maintaining meticulous attention to detail in fast-paced banking environments.
Overview
6
6
years of professional experience
Work History
Senior Financial Analyst
Bank of Nova Scotia
Toronto, ON
09.2022 - Current
- Acquired in-depth knowledge and experience by being a part of both UK and US sponsors' teams, enhancing my understanding of cross-border financing practices, diverse client needs, and regional regulatory requirements in corporate credit.
- Gained expertise in loan platforms, including ACBS and Loan IQ, to ensure accurate posting of accounting entries and effective dissemination of information across business lines.
- Worked closely with several teams to ensure that drawdowns, LCs, commitment fees, paydowns, extensions, and closings all aligned with the credit agreement and were processed on time, improving accuracy and timeliness by 20%.
- Fostered clear and timely communication with various stakeholders, including other banks, to efficiently resolve issues and maintain smooth operations.
- Export data from ACBS and Loan IQ to Microsoft Excel for reconciliation of accounting entries. Use pivot tables and custom VBA macros to highlight discrepancies in entries, or generate summary reports.
- Supported management in team-related initiatives, assisting with the resolution of exceptions and contributing to special project tasks as needed.
Financial Analyst
Royal Bank of Canada
Toronto, ON
03.2019 - 09.2022
- Managed an active portfolio of over $500 million, monitoring payment status, creditworthiness, and overall portfolio performance.
- Effectively processed loan transactions, monitored wire payments, and processed LC and Commitment Fee payments in ACBS and LoanIQ upon requests.
- Work closely with treasury and audit teams to provide required information and documents.
- Assist in the preparation of annual and semi-annual financial statements of mutual funds, and other related disclosures.
- Managed time to collaborate with Deal Managers on assigned deal closings, ensuring that notices and funding requests are processed in accordance with internal guidelines.
- Originally started the position as an intern while completing my undergraduate degree - upon graduation, I was promoted to a full time, permanent position.
Education
Bachelor of Science - Honours Mathematics And Economics
Mcmaster University
Hamilton, ON04-2022
Skills
- Microsoft Excel
- Financial Reporting and Analysis
- Data analytical tools such as R, Python and MATLAB
- Microsoft Office
- Financial modeling
- Business operations analysis
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureWork from home optionTimeline
Senior Financial Analyst
Bank of Nova Scotia
09.2022 - Current
Financial Analyst
Royal Bank of Canada
03.2019 - 09.2022
Bachelor of Science - Honours Mathematics And Economics
Mcmaster University
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