I’m a Financial Advisor with a diverse background in banking, business operations, and financial systems. With hands-on experience in SAP navigation, Excel modeling, and client CRMs like Salesforce and HubSpot, I specialize in delivering data-driven insights and compliance-focused solutions. My career journey—from optimizing procurement at ICare Essentials to serving clients at RBC—reflects my commitment to accuracy, process improvement, and strategic financial planning.
Services
Financial Analysis & Modeling
Build accurate financial models, forecasts, and reports using Excel and Power BI to drive strategic business decisions.
SAP & ERP Support
Streamline financial operations, procurement, and reporting through expert SAP navigation and process optimization.
Client Relationship Management
Enhance client engagement and retention through Salesforce and HubSpot, ensuring personalized financial solutions.
Compliance & Documentation
Maintain regulatory compliance by managing KYC, AML, and audit documentation with precision and consistency.