Projects
BU111 Live Case Competition
November 2019
Placed first out of 250 teams in the annual Live Case Competition. Presented a solution to a current issue faced by HP Canada. Delt with declining demand for printing in youth. Presented to executive members at HP.
Xlerate Lazaridis Case Conference
January 2020
Placed second out of 57 teams in the annual case competition. Presented a viable solution for Fidelity. Focused on gaining millennial interest and knowledge in investing through mobile application and lessons.
Quantify: Risk & Insurance Case competition
July 2020
Semi-Finalist at Quantify 2020. Prepared a solution and analysis for a hypothetical insurance company. Recommended a merger to offer multi-line insurance. Presented to Actuaries from several Canadian insurance companies.
Ikea Sustainability Challange
November 2020
Semi-Finalist in the annual case competition. Presented a creative idea for IKEA to implement with the objective of inspiring Canadians to make environmentally conscious changes to their everyday lives with IKEA.
Scotiabank Capstone Project
April 2021
Finalist in the annual Capstone Project for GCM Co-op Students. Collaborated with a team of co-op students to prepare a formal pitch of Scotiabank products to a theoretical corporate client hoping to expand their operations into the United States.
Scotia Student Day
April 2021
Created a passion project as part of Scotia Student day. Created a website featuring a timeline of the evolution of Scotiabank's Global Capital Markets and logo.
ICE Week
July 2022
Competed as a group against 3rd year students at the Lazaridis School of Business and Economics to develop a plan for Runwithit Synthetics. Proposed entrance into an underserved domain and an iterative feedback/execution process for growth.
Mirandola.ca
Ongoing
Coded this website using HTML, CSS and JavaScript.
Experience
Financial Analyst
Canada Revenue Team (FP&A)
Capital One | May 2023- August 2023
- Automated a recurring data validation process using Python (Pandas) and SQL for accurate and timely reporting
- Increased the granularity of validated GL accounts by 316% resulting in more accurate inputs for financial models
- Incorporated two extra checks for each of the four user-defined dimensions, increasing the validation scope by 800%
- Initiated the development of a future process improvement and successfully facilitated productive conversations to develop a strategy and timeline for combining two monthly reporting processes
- Presented a demo of the automated data validation project to the Canada Finance team and created formal documentation (SOP) for the process transition to the new owner
Financial Analyst
Canada Controller's Group
Capital One | January 2022- April 2022
- Coordinated the Canada Branch External Audit by acting as liaison between external auditors and Finance team to successfully submit 105 deliverables and facilitate process walk-throughs
- Conducted variance analysis to highlight events impacting general ledger account balances
- Communicated with UK and US Controllers group to ensure alignment of audit processes
- Completed input deliverables for annual financial statement filings and month-end close processes
- Presented an Audit overview detailing financial insights, expectations, and request breakdowns to Finance Team
- Created a Canada Finance Reference Sheet resource for GL accounts, business units, and use of internal data source
Sales and Trading Analyst
Global Equity Derivatives
Scotiabank | December 2020- April 2021
- Reported current issuances of Structured Note by the big six Canadian banks to aid structuring team in determining direction for new issuances
- Presented projections of the call probabilities of outstanding Structured Notes from the big six Canadian banks on a monthly basis
- Prepared daily reports of underlying assets and advisor purchases of all current Structured Notes to aid in pre-hedging decisions
- Booked funding tickets for Equity Derivative Traders and booked redemption of Structured Notes sold by clients into internal system
- Updated Investor Solutions website regularly to reflect new issuances, called notes, matured notes and closing prices of Structured Notes
- Utilized VBA to aid in the development of a pricing blotter to maintain an internal record of notes created by the structuring team
Market Research Analyst
Northern HCI Solutions Inc | May 2020- August 2021
- Conducted market research analysis on the competitive landscape and event industry trends
- Researched the implications of COVID-19 on the event industry
- Prepared reports and marketing materials
- Designed an updated company website and podcast page using HTML and CSS
Student Accountant
Lumico Logistics Inc | June 2018- August 2018
- Handled 2 years of accumulated financial data in transferring accounting department onto QuickBooks accounting software
- Prepared and organized Accounting information and documentation including invoices, journal entries, ledger entries, balance sheet and income statement
- Communicated with clients and partnering institutions regularly
About Me
Student at the University of Waterloo and Wilfrid Laurier University
I am a motivated and driven young professional who is passionate about continuous learning and growth. Currently, I am pursuing a Bachelor of Mathematics at the University of Waterloo and a Bachelor of Business Administration at Wilfrid Laurier University through the Honours Double Degree Program. Additionally, I am working towards a minor in computing at UWaterloo and a specialization in accounting at Laurier.
During my free time, I enjoy playing with my cat, spending quality time with my loved ones, immersing myself in a good book, attempting to learn Italian, and keeping myself active by using my exercise bike.
Have a question about my experiences? Want to see pictures of my cat? Have a good book recommendation? Then let's connect!
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