Finance Career
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I am a detail oriented, self motivated and highly dedicated person that wants to grow within the financial industry. I want a career in asset management as it is my passion.
Business Development Associate - Private Equity at Dialectica, Montreal 2022 – Present
● Implement lead generation strategies which led to a 5% revenue growth in my territory by the end of Q1 23’
● Confidently leading and supporting client meetings with junior and senior executives, displaying a deep understanding of their industry focus and fostering strong relationships to position ourselves as their go-to research partner
● Successfully secured and onboarded new private equity clients, with a total AUM of $53B
● Effectively manage and nurture private equity client relationships utilizing Salesforce CRM software, ensuring seamless communication and top-notch service delivery
● Spearhead project coordination with client service teams, ensuring that results are achieved within the first week of the project lifecycle, and maintaining a reputation for swift and efficient execution
● Lead global team discussions to enhance cross-office collaborations
Client Specialist at Cash Money, Ottawa 2021 – 2022
● Analyzed and prepared monthly financial statements, providing crucial insights and forecasts that helped drive the branch's performance, setting it on a path of sustainable growth and success
● Excelled in a highly structured team by providing debt counselling services that utilized deductive reasoning, decision-making skills, and internal CRM technology to effectively manage client accounts, ensuring optimal retention rates
● Remained vigilant and ensured adherence to policies, procedures, and governmental regulations guaranteeing that the highest standards of compliance were upheld
Customer Service Representative at Tobacco Shop, Ottawa 2018 – 2020
● Provided exceptional customer service by seeking solutions to resolve customer’s grievances at the first point of contact, and referring more complex situations to the business owner
● Maintained inventory records using a manual system and ordered stock through trusted vendors
Intern Accountant at Modern Technical Solutions LLC, Abu Dhabi 2013 – 2014
● Analyzed and reviewed monthly financial statements and forwarded a summary to the department director for review and approval
● Managed balance sheet accounts, income statements, and bank statement reconciliations
Bachelor of Commerce (Honors), Major in Finance, at Sprott School of Business, Carleton University, Ottawa Class of 2021.
