Technical Skills

Financial Analysis

Expertise in Discounted Cash Flow (DCF), Net Present Value (NPV), Internal Rate of Return (IRR), and Economic Value Added (EVA) analysis, as well as financial statement analysis.

Financial Modeling

Expertise in three-statement financial modeling, linking income statement, balance sheet, and cash flow statement with integrated assumptions and scenarios. Proficient in budgeting, forecasting, and scenario analysis.

Data Analysis

Expert proficiency in Power BI and Excel. Currently learning Python and SQL.

Accounting

Expertise in monthly close processes, GL reconciliation and analysis, and job cost accounting.

Education

Bachelor of Commerce

Vancouver, BC

UBC, Sauder School of Business

  • GPA: 3.7 / 80+, Dean's Honour Roll (final three years)
  • Specialization: Finance
  • Minor: Classical Studies (ancient Greek/Roman history)
  • Relevant Coursework: Finance I (A+), Investment Theory (A), Investment Policy (A), Business Communications (A), Business Writing (A), Management and Organizational Behavior (A)

Work Experience

Financial Analyst

Dec 2023 - Current

Doornekamp Group of Companies, Kingston, ON

  • Provided professional and confidential recommendations directly to CFO and CEO on matters relating to capital structure optimization, acquisitions, divestitures, and strategic partnerships. Collaborated with lawyers, investment bankers, accountants, and consultants to execute recommended strategies and achieve organizational goals.
  • Led financial modeling for a major infrastructure investment aimed at enhancing commodity storage within the marine and port division. Collaborated with division leaders, whose use of the model helped secure board approval and large contracts with other firms.
  • Led the transition from an Excel-based budgeting process to formal FP&A software, implementing budgeting best practices that significantly reduced the time required for quarterly budget updates, resulting in fewer revisions and improved accuracy.
  • Designed custom reports and dashboards to track KPIs, empowering division leaders to better analyze their performance by distinguishing operational variances from accounting adjustments and timing differences.
  • Assisted in preparing financial statements and reports, ensuring compliance with accounting standards. Automated financial reporting requirements and maintained financial statement/report templates.

Finance Intern

Aug 2023 - Nov 2023

Doornekamp Group of Companies, Kingston, ON

  • Ensured alignment with company accounting policies by proficiently utilizing the group's ERP system and assisting the accounting team with audits.

Activities & Interests

Athletics

Passionate about health and fitness with a focus on weight training, nutrition, and running.

Chess

Enjoy playing and continually improving as a chess player. Currently 1500 ELO with the goal of reaching 1750 ELO by end of year.

Travel

Enthusiastic about exploring new environments; a tri-citizen of Canada, Switzerland, and the UK.