Finance & Operations Leader with Client-Focus

Shedae Ellison

Phone: 647-***-****

** **** ***** *****, ******** Hill, Ontario, L4E 3W9

Email: ***********@*****.***

Finance & Operations Manager

HIGHLIGHTS OF QUALIFICATIONS:

• CAPM certified - familiar with project lifecycle, risk management and agile frameworks

• 6+ years of experience in finance, accounting and wealth management with a strong focus on process coordination and stakeholder alignment

• 5+ years of team management experience, including mentoring, onboarding and performance coaching

• Comprehensive knowledge of financial management, including accounting, budgeting, payroll, benefits, assets, grants and contributions, internal controls, audits and financial systems RELEVANT PROJECT & COORDINATION EXPERIENCE

Finance Project Coordinator

Kilani Jewellery Toronto, ON Mar 2026 – Present

• Managed end-to-end custom engagement ring projects, overseeing timelines, client communications, production coordination and final delivery.

• Tracked deposit-to-final-payment cycles for over 40 custom jewellery projects simultaneously, ensuring 100% of milestone payments (CAD approval, casting, setting, finishing) were collected before work progressed to next stage.

• Reconciled client deposits against final balances for completed and cancelled custom orders, processing refunds on 35+ projects with zero calculation errors over 12 months.

• Supported operational and financial processes through QuickBooks, including sales entry, invoicing, bill processing and payment tracking.

• Assisted with inventory coordination and order management to support efficient production planning and fulfillment operations.

Private Banking Associate – Wealth Management

National Bank, Calgary, AB July 2023 – August 2025

• Coordinated personalized financial strategies for HNW clients, tracking progress against client goals

• Supported portfolio management by gathering data, preparing reports, and scheduling client reviews

• Collaborated with internal teams (investment, credit, trust) to ensure seamless service delivery

• Maintained project documentation and adhered strictly to internal risk and compliance procedures Financial Advisor

TD Bank, Calgary, AB August 2022 – July 2023

• Led a branch initiative that exceeded financial goals by 200%, delivering 4M+ investments and 3M+ in real estate

• Worked with 50+ UHNW clients to define financial goals and align them with appropriate banking products

• Tracked quarterly asset performance (100K – 2M) and reported results to stakeholders Assistant Manager

TD Bank, Toronto, ON January 2020 – August 2022

• Managed a team of 20+ members, overseeing daily operations, escalations and workflow coordination

• Led onboarding and training projects for new hires, ensuring alignment with company standards

• Facilitated cross-functional collaboration with other managers to resolve customer concerns and improve service delivery

• Provided real-time coaching to drive team efficiency and customer satisfaction EDUCATION & PROFESSIONAL DEVELOPMENT

Certification: CAPM (Certified Associate in Project Management) - June 2026 Business Management & Financial Services – Humber College Sept. 2019 – July 2021 BSc. Economics – University of West Indies Sept. 2016 – Sept. 2019 SKILLS

• Financial: Milestone billing Job costing Vendor payables Client receivables Purchase order matching

• Software: QuickBooks Excel (VLOOKUPs, pivot tables) CRM SAP JIRA Power BI

• Project: Budget tracking Change order management Cross-functional communication Deadline coordination

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