My Professional Journey

If you would like a printable version of my CV, you can find it HERE.

SayEBITDAH.com

Rethinking financial education by transforming 1,500+ pages of CFA material notes into an accessible and engaging online learning platform with dynamic content and interactive tools.
Leveraging personal experience in multiple finance roles to craft an information database that demystifies complex financial concepts, bridging the gap between academic theory and practical finance.

Led strategic planning workflows for CF’s industrial and retail asset portfolios ($18B) and developed leasing models to assess portfolio risk and return sensitivity to different Canadian macroeconomic environments.
Led CF’s Canadian ESG benchmarking study, secured stakeholder buy-in to revamp CF’s external reporting with updated SASB and GRI sustainability standards.
Supported cross functional collaboration by preparing quarterly executive updates on total business performance including asset returns, updates to development pipeline, technology and sustainability integration.
Developed and implemented Cadillac Fairview’s Enterprise Risk Management (ERM) program; Created a risk monitoring tool that flagged emerging risks across 32 metrics and subsequently used in quarterly executive meetings and board presentations.

Passed CFA Level 2 with 90th+ percentile score.

Spearheaded restructuring of Royal Embassy Hotel during COVID-19, turned around profitability and viability of the asset from recurring losses to 13% net margins.
Became the city’s first hotel to reach pre-COVID occupancy of 74%, improved debt/EBITDA from 12x to 5x and reduced staff turnover from 40% to 18% through three key initiatives:
- Recurring Revenue: Increased from ~5% to 45% share by executing outbound lead generation with unique corporate pricing model which allowed for advanced revenue and occupancy visibility.
- Financial Flexibility: Improved by renegotiating debt covenants and enhancing supply chain relationships, increasing working capital limits and extending payment terms.
- Customer Experience: Rejuvenated by investing in fixed asset upgrades and launching a third-party training program for hospitality and restaurant staff.
Used Microsoft Excel to completely redesign financial reporting of the IS and BS to optimize stakeholder readability and strategy execution; Additionally designed templates for weekly & monthly management reports.

Passed CFA Level 1 with 90th+ percentile score.

Investment research directly supported deployment of ~$450 million across stocks in US, India and SEA.
Launched portfolio coverage on companies in the Ag-chemicals, E-commerce and IT services industries:
- Combined top-down approach to company selection focused on theme, industry and macro analysis with bottom-up approach to evaluating company quality.
- Used Bloomberg, sell side and expert networks to understand fundamentals such as market dynamics, business strategy, financial profile, competitive advantages, capital allocation and management execution track record.
- Built financial models to translate long-term views into intrinsic value estimates for portfolio allocation.
- Presented research memos to the Investment Committee of managers across all BCI public market portfolios.
Built dashboard to identify gaps in portfolio exposure, studying internal and external thematic research to support new theme ideation; narrowed the broad investment universe and presented 8 suitable emerging themes.
Pitched and built out the E-merging Billions theme coverage, providing unique portfolio exposure to the emerging markets’ middle class; Specifically launched coverage on emerging markets consumer retail.

Vancouver School of Economics, GPA: 3.8
Awarded International Student Scholarship
Final Thesis Topic: Economic Impact of Domestic Violence in Angola
Selected Course Work: Financial Statements Analysis, Options & Derivatives, Econometrics, Corporate Finance

Conducted extensive market research and segmentation on leading companies in North American Finance, Technology and Heavy Industries to pitch Mobiliya’s proprietary AI and IoT solutions.
Generated list of 43 target companies, used a targeted outreach approach and helped convert two large Canadian financial leads (>10,000 employees) into major customers for the global sales team.

Worked on several Indian and Indonesian deals valued between $300 million and $1.3 billion including $1.3 billion IPO of SBI Life Insurance.
Extensively used Bloomberg to create indicative term sheets, stock charts, summarize analyst recommendations, precedent transactions and market updates to clients using Microsoft PowerPoint and Excel.
Coordinated and tracked global sales and investor roadshows with detailed reports of investor feedback.