Professional 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.
Professional Experience
- 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
- 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
- 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
2019 – 2020
University of Toronto
Bachelor of Commerce (Accounting & Finance)
2013 – 2016
UBC
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
Certifications
- CFA Charterholder (2022)
- CPA Australia (2020)
- Advanced Excel & Financial Modelling — Wall Street Prep (2019)