Brian McAree

Program Accounting Student

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Richmond Hill, Ontario, Canada

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Timeline
About me
Associate Portfolio Manager at Croft Financial Group
Education
- (HTS) Holy Trinity School
  2012 - 2016
  OSSD, High School
- University of Toronto School of Continuing Studies
  2021 - 2022
  Certificate Financial Analysis & Investment Management
- DeGroote School of Business - McMaster University
  2016 - 2021
  Bachelor of Commerce - BCom Finance, Minor in Economics
Experience
- Magna International
  May 2019 - Aug 2019
  Program Accounting Student
  Conducted Bill of Material (BOM) Audits to verify data of material usage and labour content per part, utilizing Material Resource Planning (MRP) system Trans4M. Improved internal audit score from 3/5 to 5/5, improving overall MAFACT score.Conducted Supplier Expendable Packaging analysis. Identified costing savings opportunity to implement returnable packaging with supplier. Savings of $85K per year or $500K over the life of the program.Prepared graphs of weekly customer demand releases for major launching program to identify capacity concerns compared to contractual volume.Prepared Cost Savings proposal to relocate Service production to lower-cost facility.Assisted Assistant Controller by reconciling fixed asset invoices to monthly reconciliation file of capital projects. Show less
- STEER Technologies Inc. TSXV: STER
  Jun 2020 - Sept 2021
  - Business Development Representative
    May 2021 - Sept 2021
  - Sales Associate
    Jun 2020 - May 2021
- Croft Financial Group
  Sept 2021 - now
  - Associate Portfolio Manager
    Feb 2024 - now
  - Research Analyst / Portfolio Administrator
    Sept 2021 - Feb 2024
Licenses & Certifications
- Bloomberg Market Concepts
  Bloomberg
  View certificate
- Passed Level 1 of the CFA Program
  CFA Institute
  Mar 2023
  View certificate
- Associate Advising Representative
  Ontario Securities Commission
  Feb 2024
Honors & Awards
- Awarded to Brian McAree
  Ontario Lieutenant Governor’s Community Volunteer Award for Students Ontario Government 2016 This award is given to a high school student who shows commitment and dedication to volunteer work.
- Awarded to Brian McAree
  Kudos Award Mackenzie Health Hospital 2015 Given to the Mackenzie Health Volunteer that shows dedication and commitment to helping patients and visitors.
Volunteer Experience
- Varsity Baseball Player
  Issued by McMaster Marauders on Aug 2016
  Associated with Brian McAree
- Student Volunteer
  Issued by Mackenzie Health on Jun 2013
  Associated with Brian McAree