Summary
Detail-oriented financial analyst with 6+ years of experience in financial modeling, forecasting, and strategic analysis for ASX-listed companies. Track record of delivering insights that drove $15M+ in cost savings. CFA charterholder with expertise in valuation, budgeting, and regulatory compliance.
Skills
Financial Modelling
DCF Valuation
Forecasting
Budgeting
Variance Analysis
M&A Due Diligence
Regulatory Compliance
SOX Compliance
Excel (Advanced)
Power BI
SAP
SQL
Python (pandas)
IFRS/GAAP
Board Reporting
Stakeholder Management
Experience
Senior Financial Analyst
— Westfield Corporation, Toronto, ON
Mar 2021 – Present
- Lead financial planning and analysis for $2.4B property portfolio across APAC
- Built 3-year forecasting model reducing budget variance from 12% to 3%
- Identified $8.5M in operational cost savings through variance analysis
- Present quarterly financial reviews to C-suite and board of directors
- Manage SOX compliance reporting across 4 business units
Financial Analyst
— Deloitte, Vancouver, BC
Jul 2018 – Feb 2021
- Conducted due diligence for M&A transactions valued at $50M–$500M
- Built DCF and comparable company valuation models for 20+ engagements
- Prepared financial reports and presentations for client executive teams
- Trained and supervised 3 junior analysts on modeling best practices
Graduate Analyst
— Commonwealth Bank, Montreal, QC
Jan 2017 – Jun 2018
- Supported monthly management reporting for retail banking division ($12B revenue)
- Automated recurring Excel reports saving 15 hours/month of manual work
- Assisted in annual budgeting process across 6 cost centers
Education
Master of Applied Finance
— University of Toronto
2019 – 2020
Bachelor of Commerce (Accounting & Finance)
— UBC
2013 – 2016
Certifications
CFA Charterholder (2022) · CPA Australia (2020) · Advanced Excel & Financial Modelling — Wall Street Prep (2019)