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Michael D.

Michael D.

Office Services Administrative Assistant

Followers of Michael D.234 followers
location of Michael D.Vaughan, Ontario, Canada

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  • Timeline

  • About me

    Investments Associate | CFA Level II Candidate

  • Education

    • Seneca College

      2017 - 2021
      Honours Bachelor of Commerce Accounting and Finance 3.9 GPA

      Activities and Societies: Treasurer - Seneca Esports Club - President's Honour List- Relevant courses completed: Finance, Intermediate Accounting 1 & 2, Intermediate Managerial Accounting, Micro and Macroeconomics, International Trade, Auditing, Financial Management, Personal and Corporate Income Tax- Familiarized with Excel, Word, PowerPoint, Outlook and Access- Led the teams of many final projects and presentations

  • Experience

    • Sloan Partners

      Feb 2017 - Jun 2017
      Office Services Administrative Assistant

      -Assisted with collection and distribution of client tax returns-Compiled various documents utilizing Excel, Word, PowerPoint and Practice Management-Coordinated with other staff members to ensure tax documents were prepared on time-Multi-tasked by collecting and distributing client files while analyzing potential errors

    • Canada Revenue Agency - Agence du revenu du Canada

      Jan 2020 - Apr 2020
      Non-Filer Officer

    • PRGX Global Inc.

      Jun 2021 - Dec 2021
      Analyst

      - Work with the Amazon 2019-2020 recovery audit team for rebate projects- Assisted with the Rebate GAP project and improved revenue for it by 7.6% in Q3 of 2021- Processed over 500 claims and recovered over $700,000 (USD) for clients over 6 months

    • WTW

      Jan 2022 - now

      - Perform regular cash & investment reconciliations, and forecasting for delegated clients’ pension portfolios, using Excel and Database tools.- Design and build automation tools with VBA, Python and Power Automate for regular tasks, saving 15hours of work/week.- Collaborate with Portfolio and Trade Management teams to analyze and resolve cash and trade settlement problems.- Involved with the Simcorp Dimension system transition and Middle Office Global Automation projects.- Design and implement operational improvements though framework tools, such as Pareto Analysis, Root Cause Analysis, and Impact Effort Matrix. Show less

      • Associate - Investments

        Apr 2024 - now

      • Analyst - Investments

        Jan 2022 - Apr 2024

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Michael D.
      Seneca College President's Honour Roll Seneca College Dec 2017

  • Volunteer Experience

    • Treasurer of Seneca Esports

      Issued by Seneca College on Sept 2018
      Seneca CollegeAssociated with Michael D.