Stefanie Turner
Mississauga,ON
Summary
Ambitious Finance Manager offering over 10+ years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Highly experienced in mentoring employees, leading talented teams and making decisions promptly.
Overview
13
13
years of professional experience
Work History
Commercial Finance Manager
Brandt Finance
Mississauga, ON
01.2019 - Current
- Developed improved business processes to provide greater transparency, more accurate reporting and better identification of cost-saving opportunities.
- Drove an objective and analytical process, leveraging all available data, to support strategic decision making with Brandt Tractor sales leadership team.
- Effectively optimizing business partnerships generating win/ win financial solutions that enable rapid and seamless execution of strategy, promoting a sustainable business model.
- Drove team to focus on key financial risk and contractual solutions that drive margin expansion, strong cash positions and risk mitigation.
- Anticipate and adapt to different customer negotiation approaches, strategically taking into account the interest of the customer and internal stakeholders.
- Identify opportunities to modify processes and reporting increasing efficiencies and improving communication across departments.
Sr. Commercial Credit Specialist
RBC Royal Bank of Canada
Mississauga, ON
06.2016 - 01.2019
- Led, structured and negotiated complex credit transactions and documentation to mitigate risk.
- Analyzed and prepared existing borrower reports and reviews to track repayments and compliance with loan agreements.
- Prepared and submitted loan applications to underwriters.
- Allocated to supervise credit training classes educating on application processing, credit analysis and loan disbursement to detect and curb fraud.
- Platinum Club Achiever representing top three percent sales nationally.
- Leveraged multiple service partners in order to provide a holistic banking offering.
- Expert role model, floor supervisor, and credit proficiency coach.
Financial Analyst
Moneykey
Toronto, Ontario
03.2015 - 05.2016
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Based on analysis, provide recommendations to optimize financial performance.
- Prepared internal and external reporting over product performance metrics and month end financial results from source system data.
- Assisted senior management maintain profitability by analyzing portfolios and implementing strategies and techniques.
Financial Consultant
Investors Group
Mississauga, ON
10.2013 - 09.2015
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
- Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests and provide sustainable value.
- Grew assets under management through referrals and new business opportunities.
Mortgage Loan Officer
Mortgage Alliance
Mississauga, ON
05.2010 - 10.2013
- Gathered client debt, credit and income information to determine loan eligibility.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Education
Bachelor of Business Administration and Management -
University of Toronto
Toronto, ONMortgage License -
CAAMP
Canadian Mutual Funds License -
IFIC
Life License Qualification Program -
LLQP
Skills
- Strategic Planning
- Financial Analysis
- Performance Analysis
- Lender Relationships
- Financing Expertise
- Excellent communication skills and proven track record of partnering with cross-functional teams
Timeline
Commercial Finance Manager
Brandt Finance
01.2019 - Current
Sr. Commercial Credit Specialist
RBC Royal Bank of Canada
06.2016 - 01.2019
Financial Analyst
Moneykey
03.2015 - 05.2016
Financial Consultant
Investors Group
10.2013 - 09.2015
Mortgage Loan Officer
Mortgage Alliance
05.2010 - 10.2013
Bachelor of Business Administration and Management -
University of Toronto
Mortgage License -
CAAMP
Canadian Mutual Funds License -
IFIC
Life License Qualification Program -
LLQP