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Interest

Enjoy reading Business news, volunteering in the community, and being physically active

Skills

  • Able to communicate in French; received Bilingual Certificate in French
  • Able to lead, work effectively as part of a team,  and maintain relationships demonstrated as Project Manager of campus club
  • Proficient with MS Office for creation of presentations, spreadsheets, and reports
  • Detail-oriented with proven ability to work with minimal supervision

Objective

To obtain a position in finance where I can utilize my investment knowledge gained from Finance studies as well as analytical, teamwork, and communication skills gained from previous volunteer and work experiences.

Work experience

Sep 2008Dec 2008

Business Analyst

Aviva Canada
  • Conducted research to determine market trends in the housing and insurance industry                           
  • Designed monthly and quarterly reports on Microsoft Excel and Access used by various departments
  • Prepared detailed training material for future co-op students
  • Compared competitor’s premium rates against Aviva Canada’s premium rates using data obtained from Compu-Quote and produced a report showing my results
  • Analyzed areas in Ontario and Quebec using data obtained from Compu-Quote and presented my recommendation on which areas to target
Jan 2008Apr 2008

Financial Analyst

American Express Canada
  • Designed and analyzed an Investment Optimization Summary model and presented my model to Senior Management
  • Created graphs showing the amount and percentage of new accounts acquired in 2007 and 2008
  • Analyzed and interpreted financial data from Canada Blue Sky product model
  • Created and updated financial models and templates for presentations
Apr 2007Aug 2007

Accounting Assistant

Trimark Sportswear Group Inc.
  • Analyzed website activity from Google Analytics and presented my findings to the Marketing Manager
  • Collected & analyzed the results from a survey sent to customers and presented my findings to the Marketing Manager
  • Maintained and updated prospective customer database to target those customers by distributing promotional items
May 2006Aug 2006

Document Specialist and Accounting Clerk

Scotiabank
  • Entered overdraft, line of credit, student loan and loan, fire and life insurance documents into Scotiabank’s Document System
  • Provided training to new summer students
  • Investigated documents which had incomplete client information
  • Completed a project of updating Scotiabank’s system with new client information from National Bank of Greece

Education

Certifications

Chartered Financial Analyst Candidate for Level 1

CFA Institute