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Karina M.

Karina M.

Management Consultant Analyst in Financial Services

Followers of Karina M.511 followers
location of Karina M.Greater Ottawa Metropolitan Area

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  • Timeline

  • About me

    Business Support Analyst

  • Education

    • Tecnológico de Monterrey

      2008 - 2013
      Bachelor's degree Applied Economics & Finance

    • Algonquin College of Applied Arts and Technology

      2018 - 2020
      Graduate Certificate Marketing Research

      Investigate how people think, how and why people purchase products and services and what motivates people to behave the way they do. Skills to conduct marketing and opinion research in the public, not-for-profit and private sectors and on the international scene. Emphasizes the marketing research process including research design; data collection; basic and intermediate statistical analysis and interpretation; and report writing and presentation skills. Familiar with the scientific… Show more Investigate how people think, how and why people purchase products and services and what motivates people to behave the way they do. Skills to conduct marketing and opinion research in the public, not-for-profit and private sectors and on the international scene. Emphasizes the marketing research process including research design; data collection; basic and intermediate statistical analysis and interpretation; and report writing and presentation skills. Familiar with the scientific method of hypotheses testing and reaching conclusions to solve business problems. Exposed to current and emerging techniques in marketing research. Show less

    • St. Lawrence College

      2019 - 2020
      French Studies A

  • Experience

    • Accenture

      Jan 2014 - Feb 2016
      Management Consultant Analyst in Financial Services

      - Experienced in leveraging MS Excel and MS Project to manage project databases and organize data. - Skilled in analyzing client data to provide tailored business solutions and improve process efficiency. - Proficient in presenting insights to diverse audiences and supporting management with financial and operational analysis. - Adept at identifying market trends and implementing innovative solutions to enhance business outcomes. - Strong collaborator, ensuring informed decision-making through data-driven strategies and stakeholder engagement. Show less

    • Walmart Canada

      Jun 2016 - Feb 2018
      Customer Service Specialist

    • H&R Block

      Sept 2016 - May 2017
      Tax Specialist

       Coordinated with clients and provide assistance with tax income using financial management skills.  Applied knowledge of annual tax processes to utilize tax slips documents to manage income tax returns.  Utilized customer service orientation to provide clients with timely and efficient services.  Sold and promoted specialized services to accommodate client requirements using financial analysis and sales expertise.

    • IA Financial Group (Industrial Alliance)

      Jan 2018 - Dec 2019
      Financial Security Advisor

      As a Financial Security Advisor at iA Financial Group, I successfully corresponded with clients to schedule appointments, evaluated their financial situations, and provided valuable recommendations to achieve their financial goals. Additionally, I analyzed survey data and provided clients with financial products based on their individual needs. • Developed surveys and scheduled appointments with clients• Evaluated clients' financial situations and provided valuable recommendations• Analyzed survey data to provide clients with financial products Show less

    • KaDaHouse

      Jun 2018 - now
      Property Manager

      • Negotiated and enforced leases, maintained premises, and surveyed local rental rates to establish competitive rental rates.• Managed bookkeeping, collected rents, paid bills, and prepared annual budgets to achieve financial objectives.• Analyzed data and trends to prepare reports.

    • Walmart Canada

      Jul 2018 - Nov 2018
      Logistic Associate and Quality Assurance Support Role

    • Algonquin College of Applied Arts and Technology

      Jan 2019 - Apr 2019
      Client Research Project

      Identification of the knowledge gap and problems that SME’s have that can be solved via an opensource AI solutiono Curated list of questions and Creation of questiono Application of questions to SME’s (Marketing and promotion of the survey)o Result analysis with visuals including final report creation and Database of results

    • Government of Canada - The Privy Council Office

      May 2020 - Aug 2020
      Market Research Analyst

      Diligently lead and contributed to research by preparing strategic analysis reports on Canadian and International public opinion regarding the economic impact of COVID-19 and the economy recovery weekly.• Successfully coordinated and delivered applying my project management skills acquired as a PM analyst working for Accenture.• Improved the reports by creating a weekly public opinion tracking about economic impacts.• Enhanced reports by paying attention to national and international and pointing out potential issues and opportunities relevant to The Privy Council Office. Show less

    • Algonquin College of Applied Arts and Technology

      May 2020 - Aug 2020
      Market Researcher

      Paper for LAPOP - Public Opinion in Stable Democracies: the Case of High/Upper-Middle-Income Country - Costa Rica- Presented the characteristics of Costa Rica’s stable democracy and political system.- Developed a model to predict Costa Rica’s democratic stability and Political Tolerance.- Compared the correlations of the two components of stable democracy, support for the system and political tolerance.

    • Entrust

      Jun 2021 - Feb 2025

      As a Business Support Analyst at Entrust, I played a key role in supporting data-driven strategies and improving operational efficiencies. I designed and implemented interactive dashboards using Tableau, AWS QuickSight, and Salesforce, and built and tracked Key Performance Indicators (KPIs) to drive business process improvements.• Collaborated with cross-functional teams to support data-driven strategies.• Designed and implemented interactive dashboards using Tableau, AWS QuickSight, and Salesforce.• Built and tracked Key Performance Indicators (KPIs) to drive business process improvements. Show less

      • Business Support Analyst

        May 2023 - Feb 2025

      • Verification Specialist

        Jun 2021 - May 2023

  • Licenses & Certifications