David Khalil, CPA, CMA

Experience

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  RBC Dexia Investor Services

  Dec 2008 - Jun 2009

  Fund Accountant

  • Managed a number of multi-class funds with daily activities including securities trading and bond purchases and sales.• Responsible for reconciling assets and bank funds between the custody system and the in- house tracking system.• Accounted for unrealised gains and losses in the funds as the prices in the market fluctuated.• Investigated any issues concerning discrepancies in the net asset value at the end of each day.• Acquired information through departmental liasing, financial websites and newspapers to help investigate any issues in a timely manner.• Quality checked funds completed by co-workers to ensure accuracy.• Worked in teams to investigate similar issues, creating an environment of mutual respect and tolerance. Show less

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  Consumer Impact Marketing

  Feb 2011 - Nov 2011

  Supervisor / Support Team Agent

  • Offer Technical Support and IT support to many of the company’s 3000 employees Nationwide.• Prepare weekly reports about the week’s 1000-2000 in store demonstrations nationwide including product shortages appliance malfunctions and store staff issues.• Participate in group analytical thinking regarding common nation company issues and arrived at most appropriate solutions.• Conduct regular meetings with the Support Team Manager regarding strengths and weaknesses of current processes and suggest new ideas.• Provide regular maintenance over the shared excel spreadsheets used in within the office to make sure all of information is reported correctly. Show less

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  The Link Group

  Jan 2012 - Sept 2013

  Account Manager/ Business Analyst

  We are one of Toronto’s top medical recruitment agencies, we strive to locate and provide the top candidates to our clients. By basing ourselves on the criteria demanded by our clients.Our depth of industry knowledge and uncompromising customer service has enabled us to meet the needs of all our clients. Our client base continues to grow exponentially due to our proven track record in finding the proper fit for clients on both sides of the recruitment process.Some of my responsibilities at the Link Group beyond the initial co-founding of the company are• Built a database of medical professionals all over Ontario, and organized them by area of expertises, experience and geographical availability.• Marketed our services to many potential clients through cold calling, emailing and personal visits to sites.• Sold our services to a number of pharmacies and clinics looking for employees, and regularly checked in on them to make sure they were completely satisfied• Assisted in many marketing initiatives to increase awareness, in print as well as social media.• Developed basic filing system to keep track of invoices, purchase receipts and to be used in the filing of tax returns.• Performed regular analysis of the industry for business development purposes.• Analyzed Financial Statements and supporting documents to make business decisions about the direction of the Company.• Mad recommendation regarding allocation of the budget for upcoming periods using cost benefit analysis. Show less

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  WTG

  Oct 2013 - Feb 2014

  Commercial Partner Executive

  WTG Summits are large scale senior level meetings, combining a cutting edge programme of influential industry speakers, a showcase of the latest solutions and technology, and structured networking.WTG Summits focus both on the quality of our programmes and creating convivial networking opportunities.• Assisted with the implementation of a brand new CRM System• Inputted relevant information from Lead sheets and excel files into the new system while making sure there were no repeats or erroneous entries.• Analyzed the Company’s sales staff by reporting on certain Key Performance indicators such as call volumes and call times.• Used rational and diagnostic skills to decipher the KPI reports to make them valuable for decision making purposes.• Communicated regularly with the Head Of Campaign Sales and other members of the sales staff regarding issues with the new system or other sales related issues• Create my own leads and accumulated a great depth of knowledge about the events business and the Oil/Gas industry in particular. Show less

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  Infomart, a Division of Postmedia Network Inc.

  May 2014 - Oct 2016

  Account Representative

  Postmedia: Infomart and ContentWorks May 2014 – PresentInfomart provides reliable news and social data, accurate analytics and true insights that serve as trusted guides to Canada’s best marketers and communicators. Advanced media monitoring and analytics platform keeps you informed of the stories, competitors, influencers and issues that are impacting your brand in the news and across social media.ContentWorks is the newly formed Content and Digital Marketing division of Postmedia focusing on all aspects of content strategy such as in house content creation, content deployment, measurement, SEO etc.Responsibilities include:Identify new business opportunities and reach out to prospects to position the Infomart platform or ContentWorks Solution to each of their unique set of needs Maintain a $3 Million book of business with 2% quarter growth rate through ensuring subscription renewals, minimizing threats of cancelation and a full pipeline of New Business Opportunities8 to 10 Onsite/Virtual meetings with prospects and current clients to get a deeper understanding of their needs and present the appropriate solution(s)Account Management of current clients in the Public Sector and Financial, Education and Legal verticals and Upsell the New ContentWorks Content Marketing SolutionExecute Multiple RFPs for clients in various industries such as Large financial institutions and the Public Sector with a +80% win rate.Uncover upsell opportunities with current Infomart clients especially regarding roll out of new Infomart offerings and the New ContentWorks Content Marketing SolutionDevelop and Implement new Sales Strategies based on competitive landscape both independently and as part of the Sales TeamAddress and assist with technical requests by my clients on the platformAddress Accounting, invoicing and contractual issues of my clients Show less

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  Risk Control Technologies Inc.

  Nov 2016 - now

  Regional Sales Manager

  Risk Control Technologies is a rapidly growing software company with a blue chip North American property and casualty and workers' compensation insurance client list. We provide insurance carriers a unique combination of high tech loss control software and industry expertise. This powerful combination allows teams to achieve their overall risk management objectives through the use of both technology and industry best practices.As a part of the Business Development Team at Risk Control Technologies I am committed to enlightening the Insurance Industry as a whole to the benefits of automation in their Loss Control/Risk Management divisions. I am entirely accountable with our clients, both present and future, for spearheading their software initiatives as it applies to the holistic solution we provide. Show less