Accounting and Financial Management

Toby Taehyung Kim

*B Accounting and Financial Management

*** ***** ***. *******, ******* M2N4C7

1-226-***-**** *******@*********.**

PROFESSIONAL PROFILE

Certified Financial Analyst (CFA) Level 1 Candidate: Jun 2015; Canadian Securities Course (CSC)

Computer programming ability in VBA, C#, and SQL to increase work efficiency

Proficient in Microsoft Excel, Access, PowerPoint and SAS to analyze and present business information

Experience with financial modeling: Discounted Cash Flow, Dividend Discounted and Comparable

Excellent attention to detail, while maintaining ability to produce work in timely fashion with minimal errors

Efficient multi-tasker capable of prioritizing tasks to meet multiple deadlines through experiences in project management

Multilingual: native English and Korean speaker

EDUCATION

University of Waterloo, School of Accounting and Finance Waterloo, ON, Canada

Bachelor of Accounting and Financial Management in Finance and Business Expected Graduation Dec 2015

CGPA: 3.5 / 4.0

Minor in Economics

Relevant Courses: Equity Investments, Mathematics of Investment, Derivative Securities, Quantitative Finance,

International Financial Management, Corporate Finance, Managerial Finance

In Derivatives Securities coursework, earned 2nd highest returns out of 25 competitors in non-linear equity investment

simulator

EMPLOYMENT HISTORY

Canadian Imperial Bank of Commerce Toronto, ON, Canada

Jan 2015 – Present

Business Analyst, Card Product Risk Management

Create and present monthly operational risk summaries, in order to measure and monitor the risk exposure

Investigate account information to ascertain potential operational risk gaps, to reduce/eliminate these potential losses

Analyze trends in delinquency rates to assist more accurate forecast calculation

Selected Project Experience:

o Report Checklist Automation Project

Increased efficiency and flexibility of the currently existing checklist tool through Excel Macros

o Oil Sands Research Project

Researched the effects of oil prices on our accounts’ delinquency rates

State Street Bank and Trust Toronto, ON, Canada

Jan 2014 – Apr 2014, Jan 2013 – Apr 2013

Fund Accountant, International Fund Services

Reconciled daily cash and portfolio positions and validated monthly Net Asset Value for assigned funds on NYSE

Reviewed partner/shareholder allocation calculation of management fees and incentives ; decreased numerical errors

Collaborated with other internal departments to search for information; increased efficiency in NAV calculation

operations

Selected Project Experience:

o Expenses calculation automation project

Decreased the time spent on fund expenses calculation operation by 80% with VBA

o New software implementation project

Documented report on enhancements and shortfalls of new fund accounting program

o NAV discrepancies investigation project

Researched and investigated reoccurring errors in the NAV package

INTERESTS

Equity investing: invest in stocks for recreation

Piano: grade 10 on Canadian grading system, played for 8 years

Participate for recreation in DECA Case Competition, creating strategies for companies

Contact this candidate