Annie Rey Financial Management

780-***-**** adjlz6@r.postjobfree.com

Highly skilled and experienced financial manager and branch manager with a strong history driving cross-lateral development and business enhancement. Responsible for directing resource allocation and implementing strategic action plans to target areas of profit deficiency and grow internal productivity. Facilitate relationship development and coordinate new partnerships. Areas of Expertise include:

Strategic Planning & Analysis

Investment Consultation

Branch Supervision

Business Development

Relationship Building

Technology

Financial Management

Payroll Assessment

People Management

Experience & Notable Contributions

Bank of Nova Scotia February 2020 - Present

Branch Manager, Sales and Service

Leading and developing the Sale and Service teams to build and strengthen existing and new customer relationships by providing financial advice to both personal and business customers. Continuously develop employee skills and knowledge through focused coaching to ensure the provision of excellent customer service. Foremost priority is to protect the bank, the customer and shareholder interest by managing and minimizing the bank’s exposure to risk by ensuring compliance with regulatory activities and guidelines. Ensure the achievement of branch objectives through the negotiation, establishment and monitoring of goals. Oversee the implementation of established bank policies, practices, special initiatives and procedures.

Key Accomplishments:

Content with client concerns and implemented strategies cope with servicing clients despite working with reduced staff during a pandemic.

Quality Sales Management, with daily sales focus with a strong emphasis on compliance to policy.

Lead and develop the team to build and strengthen existing and new customer relationships by providing financial advice to both personal and business customers

Oversee the implementation of established bank policies, practices, special initiatives and procedures.

Government of Alberta – Environment and Parks 2018 -2020

Finance and Admin Unit Lead

One of two most senior administrative positions in the Northwest Alberta Region. Leads the planning and implementation of administrative functions for the Region that pertain to Finance, Contract Administration, Manpower, Client Services, Systems administration and coordination of program needs. Support is provided to 3 different provincial Ministries such as the Agriculture and Forestry, Justice Solicitor General (Fish and Wildlife Enforcement Branch). This also support multiple regional programs for Environment and Parks including the Approvals, Compliance and Resource Management Sectors, responsible for the direct supervision, development, mentorship and growth of senior administrative staff and up to 29 additional staff indirectly. Main contact for Records Management and FOIP requirements

Key Accomplishment:

Oversee major restructure of the Business Services Unit in creating the Finance and HR/Admin Teams who are both under my supervision. This was done in the first 5 months since starting at Government of Alberta.

Helped coordinate restack of the whole Environment and Parks in the building and helping with planning how and where to place staff to meet business needs.

Responsible for the monthly budget and forecasting reports and summary for the Regional Approvals and Compliance, Sector. Also accountable for the budget and forecasting of Agriculture and Forestry in the branch.

TD Canada Trust Peace River 2015-2018

Financial Advisor and Investment Consultant

Collaborate closely with clients and banking professionals to implement specific business directives and execute innovative financial programs targeted to investment assessment. Evaluate extensive credit needs and large investments from high value clients to improve financial volume.

Key Accomplishment:

Personally content with client concerns and implement complex action plans to grow internal productivity.

Mitigate risk by conducting enhanced due diligence for high-risk, new and existing banking relationships.

Canadian Imperial Bank of Commerce Moosonee, Ontario 2013-2015

Assistant Branch Manager and Senior Financial Services Representative

Coordinated team development and supervised shift schedules to expedite workflow and improve process operation. Implemented strategic action plans tailored to client feedback and branch activity deficiencies. Performed risk management efforts and minimized fraud and loss potential. Directed new employee training and integration to streamline a culture of accountability and transparency. Monitored payment and expenditure to ensure financial accuracy and coordinate vendor and supplier functions.

Key Accomplishments:

Successfully provided high-caliber financial and administrative support to business leaders and associates.

Managed time and capacity optimization to balance staffing levels and business needs

Education & Training

Office Management and Computer Applications

NITE Palawan, Philippines 2007

Management and Entrepreneurship TESDA – Palawan, Philippines

Supportive Approaches through Innovative Learning Timmins, Ontario

Conversational Cree Northern College - Ontario

Accessibility Training Timmins, Ontario

Strategic Approaches to Handicapped Clients Timmins, Ontario

People Manager’s Essentials Toronto, Ontario

Crucial Conversations Edmonton, Alberta

WildFire Management (Finance and Admin) Edmonton, Alberta

PFSA (IFIC, Personal Financial Advise and Personal Financial Planning I)

Branch Compliance Officer

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