Professional story

Experience, Leadership & Impact

A blend of finance, analytics, operations, and community leadership — from BMO Growth Office work and KPI dashboards to board-level event leadership at Devi Mandir.

5+

case studies & AI research projects

10+

KPIs maintained across Excel dashboards

50+

page AE manual created for onboarding

1,000+

insurance renewals processed

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Recent

Growth Office Analyst

Bank of Montreal (BMO)

Jan 2026 – April 2026

Toronto, ON

AI researchWealth ManagementCapital MarketsKPI dashboards
  • Conducted 5+ case studies, including AI research studies, to analyze industry trends and support strategic decision-making.
  • Developed product comparison analyses for Wealth Management and Capital Markets, simplifying complex products for internal stakeholders.
  • Created a 50+ page AE Manual to standardize workflows, improve onboarding, and reduce repeated process gaps.
  • Maintained Excel dashboards with 10+ KPIs, improving reporting efficiency by approximately 30%.

Executive Assistant & Financial Analyst

IntraGrad

May 2025 – Dec 2025

Toronto, ON

Financial statementsAP/ARPayrollForecasting
  • Prepared 2023–2024 balance sheet and financial statements, ensuring accuracy for year-end reporting.
  • Managed accounts payable and receivable, processed payroll, and supported accurate cash-flow tracking.
  • Analyzed weekly performance metrics, including co-op student productivity, inquiries, and application conversions.
  • Developed a 5-year financial forecast with best, worst, and mid-case growth scenarios.

Financial Analyst

Marvel Recruiters

Nov 2024 – Feb 2025

Toronto, ON

ReportingBudgetingFinancial modeling
  • Analyzed financial data and generated reports to support decision-making.
  • Supported budget preparation and forecasting by gathering relevant data and assisting with financial modeling.
  • Researched industry trends, market conditions, and financial benchmarks to provide insights for strategic planning.

Administrator

Win-Bar Insurance Brokerage

May 2023 – Aug 2023

Toronto, ON

TAMSClient coverageRenewals
  • Used TAMS insurance management software to maintain accurate records and streamline over 1,000 home and auto policy renewals.
  • Analyzed policy coverage and identified gaps for clients using insurance policy and regulation knowledge.
  • Trained in quoting and comparing auto insurance policies from partners including Wawanesa, Intact, Aviva, Chubb, Northbridge, and Travelers Essentials.

Business Development

Stormflow Surfacing

Sept 2022 – Dec 2022

Stratford, ON

HubSpotMeta BusinessAnalytics
  • Created and advertised 75+ social media posts to market the company to target audiences.
  • Analyzed social media insight data from posts and consumer interactions using HubSpot and Meta Business.
  • Created monthly actuals versus budget sheets in Excel to track company growth.
  • Resolved 404 issues related to Google Analytics after completing official training.

Leadership & Community Impact

Leading with purpose — bringing communities together through event execution, youth engagement, social media storytelling, and service.

Board of DirectorsDirector of EventsSocial Media LeadYouth initiativesFood drives

Board of Directors, Director of Events

Devi Mandir · Pickering, ON · Sept 2025 – Present

  • Led event planning and execution, overseeing temple events and coordinating logistics from concept to completion.
  • Served as Social Media Lead, managing content strategy and community engagement across digital channels.
  • Headed youth initiatives to increase youth involvement, education, leadership, and community impact.
  • Organized and led 5+ food drives in under two years, providing cooked and packaged meals to shelters across the GTA.

5+

food drives organized

15+

years connected to the community

End-to-end

event logistics & execution

Toolkit

Skills, Tools & Education

A practical mix of data, finance, operations, marketing tools, and community leadership skills.

Technical & Data

Tools used to turn messy information into clear reporting.

Excel (Advanced)PythonSQLGoogle ColabData AnalysisKPI Dashboards

Finance & Business

Analysis, reporting, and planning across finance roles.

Financial AnalysisFinancial ModelingForecastingBalance SheetsAP/ARPayroll

Marketing & Operations

Systems and creative tools for growth, events, and content.

HubSpotGoogle AnalyticsMeta BusinessMS OfficeCanvaSocial Media Strategy

Education & Certifications

Academic foundation with business, computing, and finance.

BMath, University of WaterlooBusiness SpecializationComputing MinorCFA Level I StudyFinance AcceleratorGoogle Analytics Certified