Wyatt Leroux
Waterloo
Summary
I am an undergraduate student at the University of Waterloo pursuing a Bachelor of Accounting and Financial Management with a deep passion for professional accounting and financial markets. I am highly dedicated to fostering innovation, nurturing creativity, and consistently promoting team collaboration. I am a highly motivated self-starter known for my exceptional attention to detail, strong organizational skills, and innate leadership ability. Additionally, I am an aspiring CPA and CFA looking to leverage my financial expertise in Wealth Management.
Overview
4
4
years of professional experience
Work History
Finance Associate
Electrium Mobility
09.2023 - Current
- Managed 50+ sponsorship proposals across several companies resulting in over $7,000+ in net new sponsorships and funding
- Facilitating budgeting and logistics for Electrium's Sustainability Conference
Finance Intern
Prosperity Solutions
02.2022 - 06.2022
- Oversaw Client acquisition and CRM of nearly 100 clients by handling initial consultations, RazorPlan assessments, and facilitating senior partner meetings
- Integrated RazorPlan software to identify client financial needs, boosting qualified prospects by 400%
- Performed comprehensive investment research, suggested new financial instruments in portfolios for 5 clients, yielding an extra 3% YOY return
Founding Advisory Council Member
Halton Regional Police Service
03.2020 - 05.2022
- Managed a team of 8 people to develop strategic marketing campaigns for the council, successfully launching a series of short clips that garnered roughly 14,000 views
- Developed and launched a community survey with a focus on bridging the youth-police gap, gathering 200+ responses across the Halton Region
- Successfully founded initiatives such as #myHRPS and #NoHateInHalton, based on analyzed survey results
- Conducted market research for 10 potential policy initiatives
Education
Bachelor of Accounting And Financial Management -
University of Waterloo
Waterloo, ON01.2028
High School Diploma -
Assumption Catholic Secondary School
Burlington, ON06.2023
Skills
- Market Research
- Financial Reporting (IFRS & ASPE)
- Communication & Interpersonal Skills
- Data Analytics (R & Python)
- Razor Plan Software
- Financial Modeling
Accomplishments
- Designed an analytics dashboard from scratch with R code and placed in the top 3 for the University of Waterloo's Interactive Business Dashboard Competition
- Served as the CFO for my high school's Relay for Life Fundraiser, overseeing a $6,000 budget. Initiated and managed an additional fundraiser, generating an extra $1,500 in revenues. Successfully negotiated contracts with vendors, resulting in a 20% cost reduction.
Timeline
Finance Associate
Electrium Mobility
09.2023 - Current
Finance Intern
Prosperity Solutions
02.2022 - 06.2022
Founding Advisory Council Member
Halton Regional Police Service
03.2020 - 05.2022
Bachelor of Accounting And Financial Management -
University of Waterloo
High School Diploma -
Assumption Catholic Secondary School
Similar Profiles
Katia LukeKatia Luke
IT technician at Electrium Sales Ltd - SiemensIT technician at Electrium Sales Ltd - Siemens
Dorothy Burton HodgesDorothy Burton Hodges
Consumer Advocate at Motorola Mobility, Motorola Mobility TransformationConsumer Advocate at Motorola Mobility, Motorola Mobility Transformation
Sadhan Sathyamurthy Sadhan Sathyamurthy null
Lead HRBP at Switch Mobility & OHM Global Mobility (EV division of Ashok Leyland)Lead HRBP at Switch Mobility & OHM Global Mobility (EV division of Ashok Leyland)