Financial Planning and Analysis

• Apply basic financial concepts and techniques to support financial analysis and reporting.
• Analyze financial data to extract insights and develop recommendations under guidance.
• Assist in preparing periodic reports for management, sponsors, and lenders with supervision.
• Support variance analysis against annual plans and forecasts through data compilation and analysis.
• Contribute to the creation of reports, files, and presentations, incorporating guided analysis and insights.

Financial Planning and Analysis Co-Op

Asset Management Researcher – Financial Services Practice

Corporate Transactions and Investments Lead

Vice President, Investment Strategist – Retirement Services

Finance Leader

Financial Representative