Professional Summary
Investment Analyst with 6 years of experience in financial modelling, data-driven decision support, and investment performance analysis. Adept at building forecasts that improve budgeting accuracy and uncovering operational efficiencies. Collaborative communicator who partners with senior leadership to drive informed capital allocation decisions.
Skills
- Data Analysis
- Financial Modeling
- Valuation Analysis
- Forecasting
- Investment Research
Experience
Investment Analyst — Data Annotation
- Built and maintained multi-scenario financial models that improved forecasting accuracy by 15%.
- Conducted valuation analyses and presented investment recommendations to the executive team.
- Streamlined monthly reporting processes, reducing close cycle time from 10 days to 6 days.
- Partnered with cross-functional teams to quantify ROI on new product launches and market expansions.
- Monitored portfolio performance metrics and highlighted variances for senior leadership review.
Financial Analyst — Deloitte
- Prepared quarterly financial statements and ensured SOX compliance for clients with $500M+ revenue.
- Identified cost savings of $2.1M through variance analysis and operational benchmarking.
- Improved client forecasting models by incorporating real-time sales data and market assumptions.
- Led audit support efforts, responding to findings with actionable process improvement plans.
- Coordinated cross-departmental workshops to align on budget assumptions and strategic priorities.
Education
MBA
University of Waterloo
Certifications
- CFA Level I Candidate
- Financial Modeling & Valuation Analyst (FMVA)