Senior-level Analyst eager to contribute significant talents in decision support, business case development, investing, and client relations toward supporting a dynamic organization in optimizing bottom-line performance.

 

 

         Offer seven years experience as trusted advisor to management, consistently exhibiting outstanding capabilities in business case analysis, investment strategies, and providing critical decision support.

         Actively participated in sourcing and execution of $35M in public venture capital deals as Senior Associate for The Howard Group.

         Applied sharp talents in financial analysis toward conducting due diligence for $5M limited partnership private equity fund, and tracking and reporting fund performance.

         Supported SVP Portfolio Manager of AIC Investment Services in maximizing risk-adjusted returns on four mutual funds valued at $3B.

         Highly structured, methodical, and systematic with considerable strengths in equity sales, financial analysis, industry research, valuation modeling, and change management.

         Able to develop and use various analytical tools and approaches to optimize the investment process, and leverage historical performance data to make prudent decisions.

         Foster and effectively maintain cohesive relationships at all levels throughout an organization.

         Combine polished leadership and team-building expertise to manage highly productive personnel.   

         Confident, congenial and tactical with sound analytical, prioritization, leadership, and presentation skills.    

 

 

Western Management Consultants / Gordon Consulting Group, Alberta and BC, 2008 to Present     

Management Consultant

Client: Viking Pacific Inc.

         Performed in-depth financial analysis, industry research, and valuation modeling for mid-market M&A activity in $10M range.

Client: Suncor Energy Inc.

• Analyzed and identified areas for improvement, determined viable solutions, and formulated interactive models geared to enhance organizational readiness related to supply and demand fluctuations for services.
• Exercised proficiency in union negotiations and cooperation toward seamlessly facilitating 1,000 person change for bus transportation logistics. 

Client: Enbridge Inc.

• Championed design and deployment of change management initiative to adopt new IT program affecting 5,000 employees.

 

Continued ...

 

 

Yyyyyy x. yyyyyy ~ Page 2 of 2

 

Professional Experience continued ...

 

Client: Investment Agriculture Foundation of BC

• Scrutinized $21M AgriFoods Futures Fund investments designed to bolster provincial agricultural community, and recommended specific improvements.

 

AIC Investment Services Inc., Calgary, AB, 2007

Buy-side Investment Analyst

• Proactively researched and evaluated Canadian, U.S. and a number of Central and South American companies.
• Built DCF (discounted cash flow), NAV (net asset value) and comparables models from scratch.

 

The Howard Group Inc., Calgary, AB, 2003 to 2007

Senior Associate

• Hosted more than 50 investor road shows, conference calls, symposiums and events.
• Spearheaded more than a dozen comprehensive investor relations campaigns.
• Demonstrated excellent leadership skills in managing, coaching and mentoring two staff members.
• Provided crucial advice and guidance to management on financial, exchange, regulatory and stock market activity.
• Devised compelling and informative marketing materials to elevate brand/company awareness for clients.
• Authored more than 100 market news releases and biweekly/real-time investor newsletter.

 

 

Bachelor of Commerce with Distinction, University of Calgary

• Silver Medal Recipient 2003
• GPA 3.8/4.0

 

 

Level II Candidate, Chartered Financial Analyst Program

 

Advanced Oil & Gas Financial & Valuation Modeling Program - WallStreet Prep

 

Certified Management Consultant designation (pending 2010)

 

Project Management Professional, 2009

 

Conduct and Practices Handbook, Honours, 2005

 

Canadian Securities Course, Honours, 2003

 

 

Microsoft Excel, Publisher, Visio and Project; FactSet; ThomsonOne; KeyneInsight; First Research

 

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/Province/Postal Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a <insert job title/position> capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

In addition to an excellent academic background, I bring to you proven strengths in business case development and analysis, outstanding expertise in providing essential decision support, and an exemplary blend of talents in financial analysis, conducting investment research, and devising effective business strategies which minimize risk and optimize profitability. To complement these qualifications, I offer first-rate organizational, strategic planning, and multi-tasking skills which are paramount as a <insert job title/position>.   

 

As a proactive contributor to your organization, you will find me to be a highly motivated professional and stellar leader committed to supporting you in achieving your objectives through superior self-initiative and unparalleled prioritization skills. I am confident that I could be a valuable asset to <insert name of organization>, and will call you later in the week to see if we can schedule a time to meet.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy