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1

junior financial analyst

  •   Recorded cash deposits, G/L journal entries and accruals for month-end reporting in a timely manner with strong attention to detail 
  •   Prepared monthly analysis and reconciliation of balance sheet accounts investigated and resolved discrepancies 
  • Analyzed accounts receivable aging reports; investigated customer account issues and followed-up with customers regarding outstanding amounts and tracked the progress of AR collections 
  • Deeply involved during integration of TMX Group and CDS and ensured accurate integration of financial data through validation of trial balances and AR balances 
2

junior financial analyst

  • Consolidating month end financial data (P&L statements, Balance sheet, Comparison of Growth) for submission to Corporate Financial Reporting
  • Submitting monthly division reporting packages (LBE, MFRP and Flash) to Corporate Financial Reporting for senior management review 
  • Calculating and projecting monthly sales data
  • Ensuring deadlines are met for all submissions to Corporate Financial Reporting and Corporate Planning
  • Auditing and approving Administrative Check Requests and Requests for Capital Expenditures
  • Reconciling financial data for P&L statements, balance sheet and income statement and investigating any discrepancies
  • Planning and overseeing assigned departmental budgets for Plan and Update
3

junior financial analyst

  • Started as a part time customer service representative responding to clients regarding their financing application status and inquiries 
  • Involved with project accounting duties, such as billing and maintaining records of contracts 
  • Responsible for maintenance of customer database with an online interface such as CalyxPoint and other proprietary programs 
  • Create financial worksheets per customer and submitted to underwriting department for evaluation
4

junior financial analyst

  • Examine, evaluate, and process finance applications for vehicles, personal water crafts and machinery.
  • Assessment of applications from capacity calculations through to liaising with banks and secondary lenders to achieve a final result.
  • Use of multiple software programs ranging from Customer Relation Management data bases, Office Suite and Business Banking portals.
  • Compliance for all loan records within the business.
  • Insurance advice
  • Whilst in this role I successfully completed my Certificate 4 in Finance & Mortgage Broking and Tier 2 qualification in General Insurance Advice.
  • Due to decreased business and directors moving forward with other aspects of the business, my position was made redundant.
5

junior financial analyst

  • Organize deliverables and enter them into databases promptly and properly