Samuel Alphonsus
ON
Summary
Results-driven Financial Analyst with five years of experience in financial planning, budgeting, and analysis. Proven ability to deliver insights and recommendations to drive business growth. Seeking to leverage analytical skills and financial expertise in a dynamic environment.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Teaching Assistant
McMasters University
09.2023 - Current
- Managed classroom behavior effectively, creating a positive learning atmosphere conducive to academic success.
- Supported classroom activities, tutoring, and reviewing course works in Micro economic, Macro economic and econometrics. .
- Helped with grading assignments and tests, providing constructive feedback to students based on results.
Financial Advisor
Sun life Financial
09.2022 - 08.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Identify complex financial planning needs and solutions for clients by considering the client's wealth, life goals and other objectives.
- Provided and conducted periodic reports and relevant analyses using results to conclude, make recommendations and continually assess the effectiveness of programs, policies and Strategies.
Financial Analyst
Standard Chartered Bank
12.2014 - 04.2019
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and improved forecasting accuracy by 10%..
- Conducted financial research and provided management with actionable recommendations.
- Developed financial models to support investment decisions, reducing operational costs by 15%.
Education
Master of Economic Policy -
McMasters University
12.2024
Master of Business Administration (MBA finance) -
Goodman School of Business
10.2022
Honours Bachelor of Business Economics -
Brock University
06.2021
Skills
- Financial Analysis
- Budgeting & Forecasting
- Data and statistical Analysis
- Microsoft Excel
- Technical knowledge of SPSS, SQL, python, and R software
- Strong analytical skills
Certification
CFA level 2 Candidate
Languages
English
Native or Bilingual
Timeline
Teaching Assistant
McMasters University
09.2023 - Current
Financial Advisor
Sun life Financial
09.2022 - 08.2024
Financial Analyst
Standard Chartered Bank
12.2014 - 04.2019
Master of Business Administration (MBA finance) -
Goodman School of Business
Honours Bachelor of Business Economics -
Brock University
Master of Economic Policy -
McMasters University
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