Director of Business Development - PipeRich - Waterloo, ON
(2025-05 - 2025-07)
- Analyzed lead datasets and executed targeted outbound campaigns from a developed pipeline netting 10 booked meetings per month through using multiple different online platforms from internal software to third party databases.
- Assessed prospected companies including potential sale verticals and translated PipeRich's data-backed recommendations with a 70% success rate through discovery calls organized within lead outbound software
- Evaluated and refined outreach workflows, improving lead qualification efficiency by 23% and aided in the clarity of internal reporting through collaborating with founding members on the construction of a new outbound pipeline and outreach strategy
- Reflected on weekly performance of pipeline execution through reviewing the success rate roughly 350+ cold calls made company wide to provide transparency and support decision making for founding members.
Camp Council Lead - Somali Canadian Association of Waterloo Region (SCAWR) - Kitchener, ON
(2024-06 - 2024-09)
- Planned and organized all daily program schedules and events on budget, managing roughly $3,000 in event supply across 12 junior/senior camper councillors through cost forecasting, tracking cash expenditures and leading camp initiatives
- Managed parent billing on child admissions spanning over 30 families contributing in roughly $7,000 in total program billing across the 10 week program through consulting on payment options and cash inflow tracking on MS Excel
Youth Engagement Lead - Somali Canadian Association of Waterloo Region (SCAWR) - Kitchener, ON
(2023-06 - 2023-08)
- Optimized the allocation of resources for events held with a $1000 budget with a 1% variance through using Excel's pivot table function to uncover spending trends and forecast future costs from using past spending as drivers for future expenditures
- Strengthened transparency with external stakeholders such as the Waterloo Region Police Centre by presenting data backed reports highlighting key youth issues including crime, education and mental illness amongst others, prioritizing data analysis
- Lead a cross-functional initiative demanding structured execution from instructing a 4 member team under rigorous deadlines and ensuring a disciplined workflow through identifying team goals and optimizing for the strengths of each individual.
Junior Analyst - Healthcare - Laurier Investment and Finance Association (LIFA) - Waterloo, ON
(2026-01)
- Delivered on the healthcare sector's industry analysis with +30 sources spanning institutional research in sell-side primers, SEC fillings, macroeconomic commentaries and more to identify misclassified equities in today's market.
- Fully deconstructed the unit economics of identified companies through decomposing multiple revenue and cost drivers over multi year period with sources such as SEC filings, sell-side analysis and modelling on Excel.
- Contributed in sector calls with senior analysts and the portfolio manager to defend investment theses, breakdown modelling assumptions, and refine submitted work to advance research for pitched equities through deep understanding in mispricing.
- Developed multiple extrinsic and intrinsic valuation models including a discounted cash flow analysis and comparable companies analysis to imply future stock upside through platforms such as the Bloomberg Terminal, Capital IQ and Excel.
- Pitched investment theses alongside the healthcare sector team on a buy recommendation to the investment committee managing the future $70,000 fund with an implied upside of 54% through the use of a constructed pitch deck and model
Financial Analyst - Laurier Startup Lab - Waterloo, ON
(2024-06)
- Assessed how revenue drivers correlate to operational inefficiencies in the investment banking's middle market from building reviewed market research documents with 50+ sources through researching SEC filings, external articles and more
- Uncovered insights around workflow hindrances and potential solution implications through 30+ organized primary market research interviews with investment banking analysts, associates and more with third party software, Zoom, Word and Excel
- Organized and presented qualitative comparable company analysis documents and forums for interviewees to organize and compare company's qualitative metrics, supporting decision-making and transparency with Word, Excel and Google Forms
