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Candidate #197044

30-Day Notice

Brief Introduction

Well-organized, creative, and proven Financial Analyst. Has experience in working with and across international teams and as well as external clients and agencies on creative, administrative, strategic, and tactical levels. Has significant negotiation experience. Has a track record of delivering unique and effective content. Seeking an opportunity to utilize my knowledge and experiences to apply my skills to contribute to the overall success of the company.

Skillset

  • 3 years of relevant experience
  • Financial Services
  • Start-up
  • Equities
  • Financial Modelling
  • Forecasting
  • Financial Statements/Financial Reports > Income Statement
  • Cash Flows
  • Financial Statements/Financial Reports > Balance Sheet
  • Loan Agreements
  • Shares
  • Business Case
  • Proactive
  • Data Accuracy
  • Capital Gains
  • Investment Analysis
  • PHP > Personal Home Page

Work Experience

  • Business Analyst

    Aug 2022 - Jun 2023


    • Collaborates with clients (start-up companies and existing businesses needing to raise capital through debt and/or equity) to build Financial Models containing three to five-year forecasts of Income Statements, Cash Flows, and Balance Sheets/Statements of Financial Position. Prepares pitch decks for clients for presentation to potential investors. Conducts market research necessary for building financial models and pitch decks. Assists in closing deals between clients and potential investors by preparing necessary documents such as term sheets, non-disclosure agreements, contracts, deed-of-sale, transfers of shares, loan agreements, offer letters to CEOs, etc. Prepares six-month and six-week rolling cashflow forecasts being used as the basis for clients' management and business decisions. Reason for Leaving: had to leave due to a family emergency (father's surgery)

  • Analyst, Content Service Team

    Sep 2019 - Sep 2024


    • Handled US Market price and performance that provides high quality data with high quantity that has a world-class standard. Provides business forecasting that can help the clients in the US market what they need to maintain, improve and sustain to maintain their standings in the market today
    • Provided tax efficient data to help the market become more detailed and more accurate to the US Market today. Doing Set Reviews to assure that data provided to client are very accurate. Formatting and Loading China Full Holdings File for 2020 Records. Participating on different projects or business case by Subject matter Expertise and providing ideas/suggestions on how we can effectively complete them
    • Responding to data queries from both internal and external clients
    • Analyzing client cases to form patterns and proactively improve data accuracy. Fund Owner of the Canadian Market which handles Insurance Funds, Mutual Funds, Bank Notes which is creating, activating and maintaining of the funds market that involves quality checks daily and monthly and doing the request of the fund management company
    • Doing research analysis in the details of the funds in the market to maintain the reputation of the company in being the most accurate in data. Analyze ESG attribute to ethical funds. Handled the TER project and maintenance of the project which involve the Management expense ratio of the funds provided by the company to improve their performance review accuracy. Provides training especially to the new hires of the team the overview and showing how crucial and important being a fund owner. Processing the market NAVs
    • TNA, Distributions and capital gains to ensure that the company provides accurate set of data. C2C (Content to Client) - Content Service Team (Secondment) Provide customers (internal and external) with the best resolutions we can for content related queries (missing data, incorrect data, and sometimes content explanation queries as well)
    • Collaborate with different sector to ensure proper case handling
    • Case tagging using salesforce cloud to accurately publish data in cloud for data analysis. Actively manage cases to avoid ERT/RT breach.

  • Tax Assistant, Intern

    Oct 2018 - May 2019


    • Work in compliance with tax laws ensuring company meets all tax obligations by preparing and submitting tax returns, tax computations and any other necessary forms. Preparing petty cash vouchers for small scale payments
    • Assist in completing the Masterfile for 2019 accounts report.

Education

  • Degree: Bachelor of Science

    Major: Duration: May 2015 - May 2019