- Location
- Calgary, Alberta, Canada
- Bio
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Second year of Financial Services at SAIT. Looking to apply my knowledge on Finances and hopefully attain my ultimate goal of either a CFA or CFP.
- Resume
- Resume.docx
- Portals
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Vancouver, British Columbia, Canada
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Vancouver, British Columbia, Canada
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- Categories
- Accounting Data visualization Data analysis Data modelling Financial modeling
Skills
Achievements
Latest feedback
Team feedback
Team feedback
Team feedback
Recent projects
Strategic Prospecting Plan for National Distribution Network
Positions available : 2 To become a proactive sales team, we need assistance developing an outreach process for a group of National Distributors across Canada. We would like to equip our sales team with a plan that guides them in building relations with these leads, inclusive of reaching out with compelling messages. The project may include, but is not limited to: Identifying gaps in their current product offering/needs that align with Peqish's culinary medicine strategy. Compiling relevant market information. Building a customizable outreach script. Creating a simple tracking framework, including metrics, for measuring outreach success. The final project deliverable is a report including research, analysis, and recommendations. It should assist our sales team in successfully prospecting within our target market with actionable recommendations that will increase sales conversions.
Financial Risk Analysis
Positions available: 5 students We are interested in understanding the state of the market and our organizationโs level of risk. We would like to conduct a risk analysis to determine our level of security and our best course of action. We believe that the best way to accomplish this is to build a market and financial risk model for our organization and perform a sensitivity analysis using both private and public sources of data. We believe this project will include: Apply mathematical/statistical analysis and computing methods to analyze data. Estimate the volatility, correlation for returns, forward contracts, and industry-specific futures. Presenting findings on our market risk exposure and provide recommendations. By using private (provided by your organization) and publicly available data on industry-specific derivatives, students will also perform a sensitivity analysis to identify the reliability of risk estimates.
Financial Business Plan
We are a new business and would like to involve students in this exciting time as we work to update our financial business plan. We can provide access to internal documentation other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan, which we can present to investors. The plan should include: Sales forecasting Expense budget Income projections (conservative and aggressive) Assets and liabilities Break-even analysis Product pricing Students with a knowledge of product sales and the publishing world is a plus
Financial Business Plan
We are looking to expand our business by opening two more local and would like to involve students in this exciting time as we works to develop a financial business plan. We can provide access to internal documentation other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan, which we can present to investors. The plan should include: Sales forecastingExpense budgetIncome projections (conservative and aggressive)Assets and liabilitiesBreak-even analysis Expense budget Income projections (conservative and aggressive) Assets and liabilities Market research Prospective locations research Break-even analysis