Michael O. Obin, CFA

Calgary, AB • 587-***-**** • adyfxd@r.postjobfree.com • www.linkedin.com/in/michaelobin EDUCATION & PROFESSIONAL DEVELOPMENT

UNIVERSITY OF CALGARY

Bachelor of Science in Actuarial Science & Finance CFA INSTITUTE

Chartered Financial Analyst® (CFA) Charterholder SOCIETY OF ACTUARIES

Passed All Preliminary Exams

GEORGIA INSTITUTE OF TECHNOLOGY

Master of Science in Analytics (Part Time - Expected Graduation: Summer 2024)

Professional Certificate in Introduction to Python Programming RELEVANT SKILLS

Power BI, Tableau, VBA, Python, RStudio, SQL

PROFESSIONAL EXPERIENCE

Neo Financial Calgary, AB January, 2023 – Present Senior Associate, Corporate Finance

Created discounted cash flow model to evaluate economics of processing partnership. Used scenario analysis to assist in creating negotiation points for CEO. Partnership was agreed upon with an accretive value in excess of $40M.

Completed large rebuild of corporate customer cohort analysis model. Improved model consolidated 30 independent SQL queries in Databricks, eliminated necessity for manual & error-prone manipulations, & added capacity for expanding lines of business. Saved 12 hours of monthly processing time.

Responsible for refining parameters that drive monthly and annual balance sheet forecasts, creation of presentations for board of directors, and sensitivity analysis.

Plains Midstream Calgary, AB January, 2019 – December, 2022 Senior Forecasting Analyst

Built multiple visualizations in Power BI to publish insights & analytics on profitability by business segment, location, & commodity, and to consolidate & automate existing Excel-based processes.

Created models in VBA to automate PowerPoint presentations, accounting journal entries for blending activity, data validation, & file sharing; resulted in 40 hours of monthly time savings.

Creation of monthly & yearly business projections and applicable models to forecast supply & demand of NGLs and crude oil. The Scoular Company Calgary, AB November, 2017 – November, 2018 [Contract] Senior Financial Analyst

Created a reporting model in VBA from scratch to improve commodity reporting & to capture the daily impacts of FX and mark-to-market exposure.

Collaborated with IT and traders to migrate reporting model into an enterprise reporting system & assisted with monthly accounting and performance reports.

Milliman Financial Risk Management Chicago, IL December, 2015 – February, 2017 Quantitative Analyst

Creation and validation of trade recommendations for execution of dynamic hedging strategy for Managed Volatility funds and the Milliman Managed Risk Strategy (MMRS) for institutional & pension clients. Process involved implementing Black-Scholes-Merton framework, accounting for trade & settlement activity, and reporting gains & losses on derivatives positions.

Creation and evaluation of stress tests to disseminate effects of strategy parameter changes on variables such as max drawdown, Sharpe ratio, max volatility, and expected return.

Created financial models in VBA to evaluate Milliman’s effectiveness in minimizing basis risk for clients with globally diversified portfolios. Canadian Pacific Railway Calgary, AB January, 2014 – December, 2015 Financial Analyst

Developed an automated model which streamlined management reporting for senior executives and board of directors; reduced monthly process time by 16 hours. Model created via SQL interface (Lyza),SAP, & Excel, and highlighted profitability of segments, lines of businesses, fleets, and customers.

Performed market analysis for commercial business stakeholders to price, optimize, & evaluate customer and destination profitability.

Conducted operational research to optimize allocation of locomotive costs. Combined recommendations increased allocation performance by 30%.

Michael O. Obin, CFA

Calgary, AB • 587-***-**** • adyfxd@r.postjobfree.com • www.linkedin.com/in/michaelobin VOLUNTEER EXPERIENCE

Association of Risk Management and Insurance Haskayne School of Business May, 2012 – April, 2013 President

Secured corporate sponsorship for club from companies in the risk management and insurance industry. Collaborated with the organization’s Vice Presidents and Directors to plan interactive events with companies prior to relevant deadlines.

Maintained professional relationships with industry professionals, faculty members, and students while promoting risk management within student body by hosting networking events, job shadowing days, informational sessions, and by offering discounted exam study materials to students.

Human Resources Students’ Association Haskayne School of Business May, 2011 – April, 2012 Director of Operations and Finance

Worked with Vice President of Operations and Finance in functions relating to reimbursements, bank reconciliations, enforcement of internal financial controls and event planning for members of executive team.

Participated in community outreach events with organizations such as “Habitat for Humanity” by painting apartments and organizing furniture at the Calgary warehouse.

Southern Alberta Risk Management Society Calgary, AB May, 2012 – April, 2013 Board Member, Student Director

Attended monthly Board of Directors meetings to discuss strategic objectives for the organization and to create new initiatives such as the newly instituted PD (Professional Development) day whereby members attend a full-day educational session and earn credit hours towards maintaining their professional designations.

Acted as liaison between the Society, and the University of Calgary student body. Tasks included marketing breakfast-and-learn sessions to students, ensuring adequate levels of volunteers for event registration stations, and development of incentives & recognition initiatives to encourage student involvement with corporate community. INTERESTS/HOBBIES

Sports: Attempted to qualify for Canadian national team in track & field from 2014 to 2017. Played competitive basketball in the University of Calgary Intramural Sports league from 2008 to 2013.

Fitness & Recreation: Routinely participate in fitness and athletic performance activities up to five days per week which include track and field, yoga, and weightlifting.

Reading: Enjoy keeping up-to-date with current events by following online news blogs and by taking initiative to self-educate and enhance my competencies.

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