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Financial Analysis

Location:
Brampton, ON, Canada
Posted:
January 06, 2016

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Resume:

OBJECTIVE

Seeking an accounting/financial role in an environment where I can leverage my educational and vocational experience to add value to an organization and allow me to continue to grow in my career.

EDUCATION/CERTIFICATION

Chartered Professional Accountant Ontario (CPAO) April 2015

Chartered Professional Accountant (CPA) Student

Working towards a CPA designation

Bachelor of Commerce in Business Management June 2011

Accounting major and Finance minor

Ryerson University

SOFTWARE APPLICATIONS

Proficient in Microsoft Office applications, Microsoft Great Plains

EMPLOYMENT EXPERIENCE

Financial Analyst August 2011 - Present

Advantex Marketing International, Markham, Ontario (CNSX: ADX)

Report directly to the CFO on a wide array of responsibilities including financial reporting and sales analysis

Design process of contract revisions and ensure relevant changes are implemented in a timely manner by documenting, tracking and processing approved changes

Analyze sales pipeline and trends to provide accurate forecast for sales team and account managers. This data is then extrapolated to make decisions on additional headcount required, as well as primary areas of focus, based on successes and failures

Evaluate and analyze portfolio of accounts to forecast expected revenues for cash flow direction, as well as determining equitable territories across sales representatives

Liaise and communicate with various business partners to ensure execution of financial and operational requests are completed

Regularly prepare and submit continuity report to financial business partner illustrating current merchant account balances and requests for cash advance

Compute volume sales analysis to determine the most cost effective pricing model for prospective merchants

Meet weekly with CIO and several key members of his staff to identify process improvements

Successfully implemented automation of monthly payroll entry

Communicate daily contractual revisions and/or credit issues for prospective and existing merchants with account managers and sales team

Prepare weekly summarized reports of terminating accounts for CEO and senior management team

Coordinate with payment processing vendors to activate merchant profiles for loyalty rewarding of TD Canada Trust and CIBC credit card holders

Reconcile monthly expense report detailing overall cost of Aeroplan miles issued

Provide training and onboarding for new hires in finance department

Deploy, configure and maintain terminals for merchants participating in key loyalty programs; provide administrative and technical support to merchants

Perform and assess risk exposure by examining Equifax and Personal Property Security Act (PPSA) reports on prospective and existing merchants

Responsible for closing month end and entering revenue and expenses in Microsoft Great Plains

Sales Associate April 2009 - September 2012

Si Vous Play Sports, Etobicoke, Ontario

Worked with customers in a sales capacity to ensure satisfaction, and upsells where possible

Prepared reports for managers, allowing for analysis of key metrics, as they related to sales and inventory levels

Collaborated with other branches to optimize inventory levels and maintain appropriate stock levels across stores

Administrative Assistant October 2008 - January 2009

Provincial Fine Foods, Toronto, Ontario

Leveraged Intuit QuickBooks software to manage myriad tasks, including employee salaries, printing cheques and posting transactions

Processed payroll on a semi-monthly basis for 15 employees

Tracked employee and employer deductions for monthly remittance to Canada Revenue Agency

Manager May 2004 - October 2008 McDonalds, Brampton, Ontario

Trained, supervised, and directed crew, while ensuring that company policies were met

Managed daily inventory counting to measure waste and replenishment of products

Resolved customer concerns and complaints

Securely handled revenue transactions by counting cash registers and making deposits

LEADERSHIP EXPERIENCE

Volunteer August 2012 - Present

King Fee Classic Annual Basketball Tournament, Brampton, Ontario

Plan and implement activities for tournament annually

Raise money yearly through different initiatives for mesothelioma research

Competition Associate January 2008 - June 2010

Ryerson University Accounting Society, Toronto, Ontario

Planned and executed the first Achieve Accounting Case Competition

Responsible for various tasks at events held by the society

Tutor February 2009 - June 2009

Homework Club 101, Brampton, Ontario

Tutored children from grades 1 to 12 with homework in subject areas such as Math, Science, English and Social Studies to improve their grades

Created and implemented service request forms for account management to provide reliable and relevant information



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