Charles Policarpio

I am a passionate and dedicated accounting student with a strong interest in the dynamic world of business. As a fourth-year student pursuing my Bachelor's degree in Commerce at Toronto Metropolitan University, I am committed to expanding my knowledge and skills in investments and faccounting.

Property Accountant Co-op | Colliers International May 2022 – Dec 2022 | May 2024 – Aug 2024

• Adapted quickly to new work environments, effectively collaborating with accountants and other team members to generate client-specific financial reports pertaining to their properties.
• Maintained clear and concise communication with team members, ensuring accurate adjustments to balance sheets, bank reconciliations, and income statements.
• Utilized Excel proficiently to meticulously complete monthly tasks such as amortization, accruals, property taxes, and insurance, providing clients with comprehensive insights into their financial position.

Operations Associate Co-op | Lysander Funds Limited May 2023 – Sep 2023

• Collaborated with colleagues to develop Excel VBA macros and functions, streamlining spreadsheet processes and freeing up time for creative problem-solving.
• Effectively managed portfolio oversight, adapting to various constraints specific to each fund, and maintaining open communication with team members to address any issues.
• Demonstrated strong teamwork and collaboration skills while conducting thorough reviews of OEM maintenance, fund facts, and fund-specific notes. Proactively reached out to team members to address potential problems and ensure smooth operations.

Bachelor of Commerce – Accounting and Finance Honours – Finance Co-op Major Sep 2020 - Present

• Ted Rogers School of Management, Toronto Metropolitan University | CGPA: 3.67 | Awarded Entrance Scholarship ($2,000) | Received Outstanding Performance for Co-op Evaluation | Dean’s List 2023 |
• Key Courses: Derivative Securities (A+), Principles of Finance III (A+), Introductory Macroeconomics (A+)