Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Languages
Timeline
Receptionist

Yvette Mcunu

Financial Analyst
Toronto ,Ontario

Summary

Enterprising Financial Analyst with over 2 years of experience in qualitative and quantitative analysis, financial monitoring and business strategizing. Proven record of increasing cost savings by 20% and revenue by 15%. Leveraging technical knowledge from a specialised masters degree in Finance and Investments and from the Chartered Financial Analyst (CFA) program (as a level 3 candidate). Tech-savvy in utilising spreadsheets and Advanced VBA, passionate about enhancing analytics through learning of Data Science.

Overview

6
6
years of professional experience

Work History

Financial Analyst

DEFINED MEDIA (PTY) LTD
09.2022 - Current
  • Collected data from other divisions to support quarterly forecasts, and implement cost-saving measures such as negotiating better vendor contracts and identifying new revenue streams such as launching new products resulting in a 25% increase in cost savings and a 15% increase in revenue.
  • Automated data analysis spreadsheets which simplified costing and custom pricing structures.
  • Participated in strategy and business improvement meetings
  • Supported finance team with audits and special projects.

Junior Financial Analyst

CONSTANTIA INSURANCE COMPANY LTD
02.2021 - 08.2022
  • Suggested a logical structure of investments analysis reports which idea was adopted by the Underwriting Committee, leading to a 20% improvement in decision-making
  • Developed automated financial models in the first 3 months by using advanced VBA tools, which saved time on quantitative assessessment of potential investments and risks by 85%.
  • Exceeded growth targets, managing and growing broker portfolio by 30% through targeted relationship-building strategies
  • Ensured 98% accuracy in monthly bordereaux processing and cleared 65% of reconciliations in first year.

Financial Consultant

NAPHTALI HOLDINGS (PTY) LYD
07.2017 - 01.2022
  • Achieved a 15% improvement in budgeting accuracy and financial management through utilising quarterly rolling forecasts and introducing greater team involvement.
  • Enhanced financial planning by incorporating cash flow targets and profit targets in budgets, contributing to a 25% increase in corporate-related initiative success
  • Optimized cash flow, reducing outstanding payments by 20%.

Education

CHARTERED FINANCIAL ANALYST (CFA) Program / Level 3 In Progress -

CFA Institute

MASTER OF SCIENCE DEGREE / FINANCE AND INVESTMENTS -

National University of Science and Technology
Bulawayo, Zimbabwe

BACHELOR’S DEGREE / BANKING AND FINANCE -

Bindura University of Science Education
Bindura, Zimbabwe

Skills

  • Investments and financial analysis
  • Forecasting
  • Budgeting
  • Cash Flow Management
  • MS Excel
  • VBA
  • Financial Modeling
  • English (CLB 9)
  • Report Preparation
  • Account Reconciliation
  • Research and Data Analysis
  • Superior Time Management
  • Strategic Planning
  • Developing Solutions

Hobbies and Interests

  • PowerBI
  • Tableau

Languages

English
Advanced (C1)

Timeline

Financial Analyst

DEFINED MEDIA (PTY) LTD
09.2022 - Current

Junior Financial Analyst

CONSTANTIA INSURANCE COMPANY LTD
02.2021 - 08.2022

Financial Consultant

NAPHTALI HOLDINGS (PTY) LYD
07.2017 - 01.2022

CHARTERED FINANCIAL ANALYST (CFA) Program / Level 3 In Progress -

CFA Institute

MASTER OF SCIENCE DEGREE / FINANCE AND INVESTMENTS -

National University of Science and Technology

BACHELOR’S DEGREE / BANKING AND FINANCE -

Bindura University of Science Education

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Yvette McunuFinancial Analyst