Functional Skills
Business Analysis
Business Intelligence
Financial Modeling
Forecasting / Projections
Data Analysis
Data Visualization / Reports
Variance Analysis
Budgeting
Process Design / Re-engineering
Internal Auditing
Financial Statement Preparation
Regulatory Compliance
Operational Efficiency
Data Science
Investor Relations
Software Skills
Microsoft Excel
SQL
PowerBI
Data visualization
Tableau
Yardi
Coupa
VBA
Certifications
CPACertified Public Accountant
Sector Experience
Financial Services
Real Estate
Technology
Travel & Hospitality
Experience
Venterra
Finance
Senior Financial Analyst
10/2024 - 1/2026
• Assess new revenue-generating and cost-saving initiatives, collaborating with cross-functional teams to improve competitive positioning and operational efficiency.
• Develop and maintain financial models, using SQL and data analytics tools to provide actionable insights and guide strategic decisions.
• Coordinate operating budget development, ensuring alignment with financial guidelines and corporate objectives, and analyze variances in financial reporting.
• Conduct financial modelling, forecasting, and due diligence to support real estate investment decisions, acquisitions, and dispositions.
• Collaborate with asset management, property operations, accounts payable, investor relations and accounting teams to optimize portfolio performance, refine KPIs, and recommend improvements to business processes.
• Review quarterly financials, assist in securing financing, and prepare reports to support investor dividend payouts and ongoing performance evaluation.
• Develop and maintain financial models, using SQL and data analytics tools to provide actionable insights and guide strategic decisions.
• Coordinate operating budget development, ensuring alignment with financial guidelines and corporate objectives, and analyze variances in financial reporting.
• Conduct financial modelling, forecasting, and due diligence to support real estate investment decisions, acquisitions, and dispositions.
• Collaborate with asset management, property operations, accounts payable, investor relations and accounting teams to optimize portfolio performance, refine KPIs, and recommend improvements to business processes.
• Review quarterly financials, assist in securing financing, and prepare reports to support investor dividend payouts and ongoing performance evaluation.
Parkbridge
Finance
Financial Analyst
12/2023 - 10/2024
• Acted as a strategic finance partner, leading reporting and analysis for the eastern residential portfolio, covering 50 properties across ON, NB, NS, and QC.
• Collaborated with property operations teams to deliver accurate monthly reporting, variance analysis, and performance assessments, and supported budgeting and forecasting.
• Developed financial models, conducted variance and process analysis, and proposed operational reporting improvements.
• Managed general ledger reconciliations, posted month-end journal entries, and ensured accurate invoice coding.
• Prepared comprehensive financial reporting packages using Great Plains and Yardi, and provided external audit support with detailed documentation.
• Identified and resolved financial issues, driving process improvements and system enhancements.
• Documented policies and procedures to ensure regulatory compliance and streamlined workflows.
● ► Campus Living Centres Kingston, ON
CLC was founded with the purpose of assisting universities with planning, financing, and management of student housing. It has been selected as one of 'Canada's Best Managed Companies'
• Collaborated with property operations teams to deliver accurate monthly reporting, variance analysis, and performance assessments, and supported budgeting and forecasting.
• Developed financial models, conducted variance and process analysis, and proposed operational reporting improvements.
• Managed general ledger reconciliations, posted month-end journal entries, and ensured accurate invoice coding.
• Prepared comprehensive financial reporting packages using Great Plains and Yardi, and provided external audit support with detailed documentation.
• Identified and resolved financial issues, driving process improvements and system enhancements.
• Documented policies and procedures to ensure regulatory compliance and streamlined workflows.
● ► Campus Living Centres Kingston, ON
CLC was founded with the purpose of assisting universities with planning, financing, and management of student housing. It has been selected as one of 'Canada's Best Managed Companies'
Campus Living Centres
Accounting
Property Accountant
12/2021 - 12/2023
• Demonstrated expertise in financial analysis, including budget management, strategic alignment, and regulatory compliance, guiding data-driven decisions.
• Streamlined accounts payable and receivable processes, enhancing accuracy and efficiency in financial transactions through data analysis and process optimization.
• Ensured accurate and timely processing of supplier invoices and cash disbursements for multiple properties.
• Reconciled bank statements and monthly schedules, including Guest Ledger, Deferred Revenue, Student Deposits, Refunds, and Accounts Receivable.
• Demonstrated expertise in financial statement preparation, including balance sheets, income statements, and general ledgers.
• Strong grasp of accounting principles and practices, maintaining precision in financial reporting and analysis.
• Highly skilled in organizing and managing financial data to meet accounting standards and deadlines.
• Proficient in utilizing StarRez software for managing financial operations, residence admissions, and housing assignments to enhance efficiency and accuracy.
• Streamlined accounts payable and receivable processes, enhancing accuracy and efficiency in financial transactions through data analysis and process optimization.
• Ensured accurate and timely processing of supplier invoices and cash disbursements for multiple properties.
• Reconciled bank statements and monthly schedules, including Guest Ledger, Deferred Revenue, Student Deposits, Refunds, and Accounts Receivable.
• Demonstrated expertise in financial statement preparation, including balance sheets, income statements, and general ledgers.
• Strong grasp of accounting principles and practices, maintaining precision in financial reporting and analysis.
• Highly skilled in organizing and managing financial data to meet accounting standards and deadlines.
• Proficient in utilizing StarRez software for managing financial operations, residence admissions, and housing assignments to enhance efficiency and accuracy.
Thompson Rivers University
Data Science / Analytics
Teaching Assistant
1/2023 - 4/2023
• Demonstrated proficiency in instructing decision analysis concepts to more than 100 undergraduate BBA, MBA, and master's in data science students.
• Proficient in using software tools, such as Tableau, Excel and Solver, to model and solve decision analysis problems.
• Proficient in using software tools, such as Tableau, Excel and Solver, to model and solve decision analysis problems.
Publicis Sapient
Finance
Financial Analyst
7/2017 - 8/2021
• Demonstrated expertise in financial analysis, including budgeting, forecasting, and financial planning, delivering data-driven insights to drive sound financial decisions.
• Conducted comprehensive credit reviews of new and existing clients, utilizing various financial data sources, resulting in a 15% improvement in identifying and mitigating potential credit risks.
• Conducted variance analysis to identify opportunities for cost savings and revenue growth when comparing actual financial performance against budgeted targets.
• Developed Power BI daily summary reports and interactive drill-down reports, facilitating data-driven decision making, and utilized SQL queries for efficient data extraction.
• Automated reports using Macros/VBA, reducing manual report generation time by 40%.
• Validated client contract billing details in Oracle, achieving a 25% increase in billing accuracy.
• Reviewed client contracts and Master Service Agreements (MSAs) for IFRS 15 compliant revenue recognition, ensuring month-end close activities and audit engagements met regulatory standards.
• Successfully conducted User Acceptance Testing (UAT) and IT testing to minimize system issues and delays by 50% while ensuring optimal functionality of team applications.
• Conducted comprehensive credit reviews of new and existing clients, utilizing various financial data sources, resulting in a 15% improvement in identifying and mitigating potential credit risks.
• Conducted variance analysis to identify opportunities for cost savings and revenue growth when comparing actual financial performance against budgeted targets.
• Developed Power BI daily summary reports and interactive drill-down reports, facilitating data-driven decision making, and utilized SQL queries for efficient data extraction.
• Automated reports using Macros/VBA, reducing manual report generation time by 40%.
• Validated client contract billing details in Oracle, achieving a 25% increase in billing accuracy.
• Reviewed client contracts and Master Service Agreements (MSAs) for IFRS 15 compliant revenue recognition, ensuring month-end close activities and audit engagements met regulatory standards.
• Successfully conducted User Acceptance Testing (UAT) and IT testing to minimize system issues and delays by 50% while ensuring optimal functionality of team applications.