Equity Portfolio Manager - Equity Investment
(2023-01)
- Execute a high-volume trading strategy focused on North American equities, utilizing technical indicators and fundamental research to identify growth opportunities
- Develop and maintain a disciplined capital preservation strategy, managing portfolio volatility through rigorous stop-loss and position-sizing protocols
- Maintain meticulous records of P&L, utilizing advanced Excel models to track performance metrics and tax implications
Senior Corporate Analyst - City of Guelph, ON
(2018-01 - 2022-12)
- Provide financial advice to the Treasurer, General Managers, and Department Managers
- Responsible for writing all operating budget and budget monitoring Council reports
- Lead the development, preparation, and presentation of annual tax and non-tax operating budgets, local boards, and shared services budgets
- Serve as Collective Bargaining finance representative
- Maintain the integrity of the budgeting and accounting system; act as budget liaison for local boards and outside agencies
- Prepare journal entries and updates to the general ledger for month-end and year-end closings, including year-end adjustments, accruals, deferrals, and reallocation of balances
- Assist Department Managers in budget planning, analysis, and presentation
- Participate in Service Area long-term master plans and prepare funding summary reports
- Assist with federal/provincial grant identification, application, and reporting
- Assist on departmental or corporate projects as required
Acting Manager, Financial Planning & Budgets - City of Guelph, ON
(2017-01 - 2017-12)
- Managed performance management and accountability across departments and outside agencies
- Managed and maintained budgeting system; prepared operating budget and monitored revenue and expenditure
- Performed trend and variance analysis; prepared and wrote Council reports, policies, and procedures
- Provided financial advice to Executive Team and senior management
- Led the development, preparation, and presentation of annual tax and non-tax operating budgets, local boards, and shared services budgets
Supervisor of Budgets - City of Guelph, ON
(2016-01 - 2016-12)
- Trained staff and led budget workshops and presentations
- Wrote Council budget, budget monitoring reports, and management reports
- Reviewed grant applications and reporting; managed and maintained the FMW budgeting software
- Supervised and provided leadership and guidance to the financial planning team
- Participated in Service Area and department long-term master plans; prepared funding summary reports
- Provided financial advice to the Treasurer, General Managers, and Department Managers
- Assisted with preparation of annual and multi-year Operating and Capital budgets
- Assisted departments with project preparation, analysis, presentation, and public consultation
- Successfully implemented the Stormwater budget
Senior Financial Analyst - City of Guelph, ON
(2014-01 - 2015-12)
- Prepared journal entries and updates to the general ledger for month-end and year-end closings
- Prepared year-end adjustments, accruals, deferrals, and reallocation of general ledger balances as required
- Assisted with preparation of annual and multi-year Operating and Capital budgets for the Service Area
- Assisted departments with project preparation, analysis, presentation, and public consultation
- Participated in Service Area long-term master plans; prepared funding summary reports
- Assisted with federal/provincial grant identification, application, and reporting
- Assisted on corporate projects as required
Corporate Analyst - City of Guelph, ON
(2011-01 - 2013-12)
- Trained staff and led budget workshops and presentations
- Wrote Council budget, budget monitoring reports, and management reports
- Assisted with federal/provincial grant identification, application, and reporting
- Reviewed grant applications and reporting; managed and maintained the FMW budgeting software
- Supervised and provided leadership and guidance to the financial planning team
- Participated in Service Area and department long-term master plans; prepared funding summary reports
- Provided financial advice to the Treasurer, General Managers, and Department Managers
- Prepared journal entries and updates to the general ledger for month-end and year-end closings
- Prepared year-end adjustments, accruals, deferrals, and reallocation of general ledger balances
- Assisted with preparation of annual and multi-year Operating and Capital budgets
- Assisted departments with project preparation, analysis, presentation, and public consultation
- Assisted on corporate projects as required
Financial Analyst - Transfreight (Penske), Kitchener, ON
(2005-01 - 2010-12)
- Delivered financial analysis supporting logistics and supply chain operations
- Performed budgeting, forecasting, and variance analysis to drive business decisions
- Prepared monthly financial reports and presentations for management
