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Financial Analyst Sales

Toronto, ON, Canada
January 03, 2020

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Julia Stanislavska

** *********** **., ***. ****, Toronto, Ontario M2R 3B7

Telephones: 416-***-****, 416-***-****


OBJECTIVE To obtain a position of a Financial Analyst or a Business / Data / Reporting Analyst or an Accounting Specialist


● Excellent knowledge of business functions to resolve problems and capitalize on improvement opportunities

● Ability to create complicated financial reports, charts, tables, and forecasts

● Experience in analyzing financial data with consideration for the company’s goals

● Excellent organizational and project management skills with the ability to prioritize and handle multiple tasks in a demanding work environment

● Outstanding analytical and problem-solving skills, with strong attention to detail; organized, self-motivated and reliable

● Excellent interpersonal, written and verbal communication skills, equally effective work independently and as a part of a team


● MS Office (Word, Excel, Access, PowerPoint), MS Project, Visio and Internet software

● Tableau, VBA, VB, SharePoint, Oracle (PL/ SQL certification), Clarion, Crystal Reports

● Advanced Excel knowledge (pivot tables, v-lookups, macros, charts, etc.; certificates: Microsoft, IBM Kenexa ProveIt 88%, Brainbench 87.6%)

● Working knowledge of Sage 50 / Simply Accounting, Sage 300 and QuickBooks


Business / Financial Analyst

Venterra Realty, Richmond Hill, ON (one of the largest property management companies)

October 2019 – now

● Built new and maintained existing financial models and dashboards that are required to provide insights and support business decision making

● Worked with Corporate Accounting and Investment teams to gather and translate business goals and objectives for the assigned projects into business requirements and strategies

● Extracted financial and non-financial data from multiple sources and systems

● Created dashboard to collect corporate wide revenue, expenses (corporate, property), payroll information, join and transfer it and monthly and quarterly Profit and Loss statements for the top and middle managers

● Updated Investor Distribution Planning model and related software

● Developed software for Investment Partner Capital to upload and transfer data from various sources

Used MS Excel, VBA, Macros, Oracle, SQL Server, Data Warehouse

Financial Analyst / Accounting Specialist

Richmond Hill Financial Services, Richmond Hill, ON

June 2018 – October 2019

● Created and updated various reports and dashboards

● Supported gathering, analyzing and interpreting financial information, created sales forecasts

● Worked with Marketing and Sales teams to understand and translate business goals and objectives for assigned projects into business requirements and strategies

● Performed full cycle of Accounts Payable, Accounts Receivable, processed payroll data, calculated commissions, performed the accounts’ reconciliations and investigations

● Made various ad hoc reports for the different departments

● Communicated with vendors, suppliers, agents

● Analyzed financial data for integrity

Used MS Excel, Tableau, VBA, Macros, Sage 300, QuickBooks

Accounting Analyst

Time Central / The Time Shop, Markham, ON

February 2018 – April 2018

Performed full cycle of Accounts Payable, Accounts Receivable

Was responsible for multiple (4) companies accounting

Calculated government remittances: HST, WSIB, EHT; did Statistics Canada reports

Made various ad hoc reports for the different departments

Communicated with vendors and suppliers

Processed payroll data; made inter-companies’ transfers

Performed the accounts’ reconciliations and investigations, made journal entries

Analyzed financial, remittances’ and A/P data for integrity

Used Sage 50, MS Excel (pivot tables, v- and h-lookups, charts, if statements), VBA, Macros

Reporting Analyst / Accounting Analyst

Diamond Yarn, Toronto, ON

September 2002 – June 2017

● Created and updated the various reports: Banks, Sales, Inventory, Budgeting, Forecast, Payroll, Commissions, etc. using multiple data sources, provided the results’ analysis (SQL, Excel, Tableau)

Prepared sales and inventory forecasts, made inventory cost analysis

Resolved the discrepancies in data with business stakeholders

● Created various ad hoc reports

Worked with all levels of the Company Management and the Company Owners

Analyzed data for integrity issues, documented company's data specifications, improved databases' efficiency

Worked as an analyst to add new and enhance existing Accounts Receivable (credit cards & finance charges), Accounts Payable and Inventory subsystems to the company software

Conducted requirements gathering through research, formal-informal sessions, conference calls with subject matter experts (SMEs), managers, third party vendors and end users

Defined test cases, interacted with the Development and Quality Assurance teams in fixing errors, performed User Acceptance Testing (UAT)

● Efficiently collaborated with the developers, QA and management on multiple projects

● Analyzed data for integrity issues, documented company's data specifications, improved databases' efficiency

● Performed full cycle of Accounts Payable, Accounts Receivable, Inventory control

● Liaised with vendors and customers, reconciled their accounts, fixed discrepancies

● Assisted in the monthly and annual financial close process and bank reconciliation, made journal entries

Provided training for the co-workers and customers

● Prepared the documents (invoices, credit notes, reports) for the customers

Used Office (Excel: pivot tables, v- and h-lookups, charts, if statements, Access, Word, Outlook), VBA, Macros, Tableau, SQL, Sage 50, OSAS, SharePoint

Business Analyst

Toronto Taxtronix, Toronto, ON (part-time)

2007 - 2013

● Managed projects (PayHelp, GIFIWizard). Within the systems development life cycle, performed the liaison functions between the business side of the enterprise and the IT stuff; created test cases and tested the software & the database (UT, performance, UAT)

● Collaborated with various business partners to ensure business needs were captured and translated into requirements specifications for distribution to the Development and Test teams

Chair weekly core team and client governance meetings to review progress of the program with key constituents, resolved conflicting priorities

● Developed and tested algorithms for implementing Accounting, Payroll, Banking functionality

Tools: Visio, MS Project, MS Office (Word, Excel, Access, PowerPoint), VBA, Macros, SQL

Reporting and Bookkeeping Analyst

CTBA Consulting, Toronto, ON


● Created multiple reports for the management & end users

● Performed Accounts Receivable, Accounts Payable and Payroll (using Excel and Access)

● Made PowerPoint presentations

Analyst Programmer

Lingo Computer Design, Toronto, ON


● Took part in development of a big OLTP-style portfolio management system FISCAL

● Developed set of procedures for ‘General Ledger’ and ‘Trust’ subsystems

● Designed 'Trust Status', 'Trust Documentation', 'Balance Sheet', 'Income Statement' reports and charts (client-server and Internet versions)

● Participated in re-design and improvement of logical and physical database structure,

performed database normalization and optimization, created tables, views, stored procedures

● Developed GUI using Developer 2000 (Forms and Reports)

● Tested software

Analyst Programmer, User Support Specialist

Design Company “YGS”, Kharkov, Ukraine

1988 - 1999

● Designed and developed software for Accounting, Human Resources and Sales (OLAP and

OLTP style) using Oracle, Visual Basic, Crystal Reports, C

● Created software programs for inventory, accounting, human resources and sales

(Access, Excel, VBA)

● Wrote support documentation for the developers and end users, provided user training

● Supported programs, answered user’s hot-line


IBM Kenexa ProveIt!

Account Analysis

IBM Kenexa ProveIt!

MS Excel 2016 - score: 88%


Microsoft Office Specialist (Excel)


MS Excel 2013 - score: 87.6%. Scored higher than 98% of the previous examinees.

IBM Kenexa ProveIt!

Accounts Receivable – score: 83%, Accounts Payable – score: 79%


2002 Oracle PL/SQL – score: 54 of 57


1983 - 1988 Bachelor of Science Degree (Mathematics)

Kharkiv National University, Kharkiv, Ukraine


2017 Business Analysis and Project Management (University of Toronto, Ontario)

2015-2018 Various courses (Financial Analysis, Advanced SQL Server, Tableau, Advanced Excel (pivot tables, macros/VBA, V-lookups, h-lookups, match & index functions,etc.))

2012-2014 VBA, VBScript and Python courses, SAP

2010 Analysis courses

2005 Various Accounting / Financial Courses (Seneca College, Toronto, Ontario)

2001 Income Tax Preparation (H&R Block, Toronto, Ontario)

REFERENCES Available upon request

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