Work History
Associate Financial AnalystSept 2021 to Present
Allstate Canada Group – Markham, Ontario
- Prepare the monthly dashboard reports comparing actual results to 2022 plan and forecast with YTD, MTD, and YE results using BPC and BW for key stakeholders. Analyse variances and cross analyse data to other reports.
- Prepare monthly and quarterly KPI reports pertaining key indicators for senior leadership team.
- Create monthly P&Ls comparing actual result to plan and forecast outer years, for various packages to senior leadership team.
- Provide commentary on actual results, trends, drivers of performance, and variances in various packages to senior leadership team.
- Forecast revenues, production, and retention based on trends for Maritimes for Allstate Canada Groups and its subsidiaries monthly. Developed 2023 plan, also including headcount in addition to revenue factors.
- Develop effective and collaborating working relationships with the Maritimes market team discussing trends, predictions, and providing recommendations to forecast rest of year and 2023 plan.
- Present monthly financial results for Maritimes to the market team and leadership team; focusing on summarizing revenues, losses, and profitability against plan and forecast in a clear and understandable manner.
- Assisted the Expense team in 2023 Finance Expense Plan by coordinating nine different expense plans for the different teams in finance. Assisting and reviewing the plans with the respective Directors; investigating variances and creating a variance report.
- Assisted the Reporting team in the 2023 Year End process. Preparedthe 2023 YE financial statements and note disclosures for Essurance, ensuring accuracy and compliance with IFRS and enhancing financial transparency for stakeholders. Prepared the financial results section in the Management's Discussion and Analysis (MD&A).
Education
CPA Exams (CFE) – Passed in September 2021
Master of Accountancy2021
Goodman School of Business, Brock University – St. Catharines, ON
GPA – 3.62
Bachelor of Accounting (Honours) 2020
Goodman School of Business, Brock University – St. Catharines, ON
GPA – 3.37
Academic Experience
CPA Capstone 1 Project
- Recommended a new strategic plan to a waste disposal company, Waste Disposal Inc., to help them achieve short and long-term success. Performed capital budgeting and contribution margin analyses. Discussed implementation of the recommendation optionsby discussing financing, providing a financial forecast, and timeline. Also, recommended performance measures to track key metrics to ensure success.
Skills
- Microsoft Office: Word, PowerPoint, Access, and Excel
- Software: Sage 50, Profile Tax Software,
- ERP Systems: SAP BPC (Business Planning and Consolidation) and SAP BW (Business Warehouse)
- Proactive time-management skills
- Collaborate and work well in teams.
- Strong written and oral communication skills
- Excellent ability to multi-task and prioritize in a fast-paced environment
