Sep 2024 – Apr 2025 · 7 mos · Waterloo, Ontario, Canada · On-site

• Led 20+ instructional sessions on Bloomberg and Capital IQ, equipping members with industry-relevant financial research and analysis skills.
• Developed and refined training materials, ensuring 100% alignment with industry standards and continuously enhancing content for clarity and effectiveness.
• Certified 100+ members in courses on Investment Banking, Financial Modeling, APIs for Finance, and other finance-related disciplines, ensuring participants gained industry-recognized skills and credentials.
• Collaborated with the Training Manager and executive team to expand finance training programs, introduce Excel for Co-op sessions, and improve Prism’s overall training offerings.

Sep 2023 – Dec 2023 · 3 mos · Waterloo, Ontario, Canada · Hybrid

• Supported corporate accounting and financial reporting, assisting in the monthly and quarterly close process, performing analytical reviews, and preparing internal reporting packages using MS Excel and Blackline, ensuring financial accuracy and compliance.
• Led the Co-op Project: The Consolidated Accounting Policy Manual, collaborating with another intern to standardize 30+ accounting policies, creating a structured, easy-to-access manual to improve AI training and employee accessibility.
• Developed a policy tracking system to monitor progress, ensuring on-time completion by coordinating with multiple stakeholders and facilitating cross-functional collaboration across finance teams.
• Created a standardized policy template, ensuring consistency and clarity across all accounting policies, enhancing usability and adherence to internal financial standards.
• Prepared project documentation and process guides, reducing training time for future interns by 30%, ensuring smooth onboarding, and enhancing knowledge retention within the Corporate Accounting team.

Mar 2023 – Dec 2023 · 9 mos · Waterloo, Ontario, Canada · On-site

• Taught coding and game development to children using JavaScript and C#, fostering problem-solving and computational thinking through hands-on projects.
• Designed and adapted personalized learning plans based on each student's interests, skill level, and learning pace, ensuring an engaging and effective educational experience.
• Delivered interactive coding lessons, using real-world projects, challenges, and game-based learning to reinforce programming concepts in a fun and practical way.
• Monitored student progress through Code Ninjas' proprietary platform, adjusting learning strategies to maximize student growth and comprehension.
• Engaged in continuous professional development, participating in staff training and knowledge-sharing sessions to stay updated on the latest coding techniques and best practices.

Sep 2022 – Dec 2022 · 3 mos · Toronto, Ontario, Canada · Hybrid

• Delivered $50M+ Gross Written Premium (GWP) forecasts by consolidating data across Lines of Business and collaborating with Regional Vice Presidents for accuracy.
• Prepared monthly financial analysis packs, partnering with actuarial and finance teams to produce Branch P&L, Acquisition Cost, Claims Detail, and Rate/Retention/Exposure reports.
• Supported the annual planning and forecasting process, assisting in the execution of premium, acquisition cost, and expense projections, ensuring alignment with corporate financial objectives and improving forecasting accuracy.
• Conducted variance analysis and provided ad hoc financial insights, helping leadership make data-driven decisions by identifying key business drivers and highlighting trends in monthly and year-to-date (YTD) financial performance.

Jan 2022 – Apr 2022 · 3 mos · Toronto, Ontario, Canada · Hybrid

• Assessed internal processes and controls to identify key financial risks and supported development of recommendations for improved compliance.
• Conducted financial data analysis on $10M+ in transactions, identifying trends and financial indicators that supported senior leadership in making strategic decisions.
• Managed audit responsibilities for 5+ clients, demonstrating strong multitasking and time management skills to meet tight deadlines while ensuring accuracy in financial reporting.
• Collaborated with cross-functional teams and engaged with clients across multiple industries, ensuring compliance with IFRS and ASPE standards while delivering high-quality audit insights.

Aug 2021 – Apr 2023 · 1 yr 8 mos · Waterloo, Ontario, Canada · On-site

• Managed all financial operations, overseeing accounts receivable, accounts payable, and financial reporting, while maintaining detailed records of expenses, budget allocations, and funding sources to ensure financial stability and strategic planning for future initiatives.
• Secured funding through collaboration with the Laurier Students’ Union, successfully obtaining resources to organize information sessions and networking events, enhancing professional development opportunities for students.

Jan 2021 – Apr 2021 · 3 mos · Mississauga, Ontario, Canada · Remote

• Managed accounts payable, accounts receivable, and general ledger entries using SAP, ensuring accuracy in daily, weekly, and monthly financial transactions and improving data integrity.
• Prepared and analyzed financial reports, including expense reports, customer invoices, journal entries, and aged receivables reports, identifying discrepancies and improving invoice and billing accuracy by 30% through enhanced reconciliation methods.
• Processed and reconciled cash receipts, deposits, and remittances, ensuring all financial transactions were completed on time and in compliance with company policies, reducing payment discrepancies and improving cash flow management.
• Supported month-end financial close and reporting, assisting in bank reconciliations, audit preparations, and financial statement analysis, ensuring compliance with accounting standards and contributing to an efficient and error-free financial reporting process.