This is my profileContact via CazVidCassie
Co-Head
Contact
Competencies
Skilled in performing analytical procedures, validating financial data, and supporting investment and audit decisions.
Experienced in leading diverse teams, coordinating projects, and fostering professional relationships in fast-paced environments.
Proficient in conducting comprehensive company analysis to inform investment strategies in healthcare technology.
Capable of planning, organizing, and executing large-scale events and business operations efficiently.
Education
Languages
Summary
Dedicated finance student with experience in financial analysis, accounting, and leadership roles. Proven track record in project management, investment analysis, and team coordination.
Key Achievements
- Led a 15-member team to execute one of Canada's premier undergraduate financial conferences, fostering industry relationships.
- Completed a 16-week audit co-op at KPMG, performing analytical procedures and ensuring compliance with IFRS standards.
- Conducted strategic due diligence on over 500 companies during a private equity internship, supporting healthcare technology investments.
- Founded and grew an e-commerce slime business, managing operations, marketing, and revenue growth.
Experience
Co-Head
Led a diverse 15-member team to execute one of Canada’s premier undergraduate financial services conferences. Fostered professional relationships with leading financial institutions and student endowment funds, securing over $30K in sponsorships through pitching tailored, value-aligned proposals and conducting strategic targeted outreach. Moderated keynote panels featuring senior executives, demonstrating strong public speaking and engagement skills. Restructured conference logistics and budgeting processes, optimizing capital allocation and operational workflows
Staff Accountant
Completed a 16-week co-op on the KPMG Financial Institutions and Real Estate audit team during busy season. Executed substantive analytical procedures to validate the accuracy, completeness, and IFRS compliance of financial statements for real estate and insurance funds with combined valuation exceeding $6 billion. Collaborated with fund executives and internal audit teams across four entities to analyze operational workflows, reconcile financial discrepancies, and evaluate internal controls, leveraging strong verbal communication
Private Equity Analyst
Completed an internship at a U.S. based search fund focused on healthcare technology investment opportunities. Performed due diligence on 500+ target companies through in-depth strategic analysis, assessing market positioning. Conducted comprehensive analysis of the industry landscapes and participated in management discussions. Performed detailed financial analysis to assess revenue drivers, cost structures, and future growth scenarios
President
Directed high school social media video projects by conducting participant outreach, filming, and video editing. Facilitated meetings to align the team on creative vision and deadlines to achieve short-term and long-term goals. Worked closely with a multidisciplinary team, fostering collaborative environments and seamless communication
Founder
Launched handmade products brand, overseeing end-to-end e-commerce operations, marketing, and revenue growth. Leveraged digital marketing and trends to identify strategic opportunities and strengthen stakeholder relationships