Co-Founder - Cedar Oak Capital - Toronto, ON
(2025-05 - 2025-09)
- Established and scaled a pro-bono financial advisory firm, recruiting and managing a cohort of 80 analysts to execute a large-scale "sell-side" investment banking simulation.
- Designed the firm's standardized client reporting framework and process documentation, creating the templates and job aids used by analysts to ensure consistent data quality in acquisition memos.
- Managed the end-to-end onboarding lifecycle for all incoming analysts, overseeing the collection of applicant data and delivering technical training on financial modeling to align team outputs with internal standards.
- Led data remediation initiatives by auditing intern-generated financial models and due diligence reports, identifying errors in valuation logic and implementing corrective measures before final stakeholder presentation.
Summer Private Equity Analyst | Remote - Elysian Holdings - San Francisco, SF
(2025-05 - 2025-09)
- Developed complex Excel models to forecast property tax liabilities across Texas municipalities, synthesizing historical data to support the operations team in accurately anticipating portfolio expenses.
- Conducted business analysis on operational workflows, identifying opportunities for automation through AI-powered customer support tools (voice agents) to reduce overhead and drive process efficiency.
- Prepared and presented strategic proposals to senior leadership, documenting the potential impact of technology integrations on portfolio value and operational costs to support board-level decision-making.
- Performed market research to validate operational strategies, consolidating findings into actionable reports used to guide post-acquisition value creation initiatives.
Development Officer - Fundraising - Roots Community Services - Brampton, ON
(2025-05 - 2025-08)
- Co-led a critical fundraising campaign to bridge a significant budget gap, delivering a 33% year-over-year increase in revenue that successfully stabilized the operating budget for two at-risk community programs.
- Managed the end-to-end donor pipeline for 200+ corporate prospects in the Peel Region, maintaining a centralized tracking system to ensure accurate data capture, timely follow-ups, and zero lead leakage.
- Executed a high-volume client outreach strategy, crafting tailored value propositions that converted local businesses into recurring partners by aligning their CSR mandates with the organization's mission.
- Acted as the primary point of contact for external partners, managing the full donor lifecycle from initial identification to final settlement and post-donation reporting to ensure long-term relationship continuity.
