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Work experience

Financial Analyst

Air Canada

• Provided Business Units with Pension-cost estimates through comprehensive excel models.• Performed cost benchmarking through excels models (Fuel, Labor and Maintenance expenses). • Conducted primary research of Aviation industry (Operational data) and subsequently reported in the form of presentations.• Prepared quarterly presentation and reports for the executive management (to be used in Analyst Conference calls). Particular focus was placed on comparisons based on publicly available financial data.• Provided Business Unit Leadership with revenue enhancement and/or cost reduction initiatives (e.g. $ 2M in an I.T inflation provision & $ .5 M in data storage )• Established a positive relationship with management of Business Units, effectively balancing financial control, advisory and support roles.

Financial Analyst


• Developed complex excel models for demand forecasting, budgeting and decision making purposes• Measured KPIs and developed standard reports and presentations for senior management• Analyzed department sales, explaining year over year variances and trends• Analyzed business processes and identified areas of improvement.• Identified cost saving opportunities (e.g. $ 5 M in inventory management)

Feb 2010Present

Manager Personal Banking - Investments

Scotia Bank

• As Manager Personal Banking, I manage a team of 4 financial advisors. The team is responsible for handling assigned investment portfolios of clients with significant assets. Regular activities include investment management coaching, investment seminars, sales management and strategy planning sessions. In addition, I am the designated Alternate Branch compliance officer, which requires me to ensure adherence to industry practices pertaining to KYC, AML, fraud-prevention and risk management.



John Molson School of Business


Jan 2006Present


CFA Institute