Joshua Seale
Waterloo,Ontario
Summary
Pursuing a Bachelors degree in Financial Analysis and Risk Management from the University of Waterloo, coupled with ongoing work experience in data mining and manipulation to conduct industry analysis. Research and report creation. GL reconciliations, preparation of financial audits and report creation (2019-2023)
Experience Financial Analysis and Accounting | 2019 to 2022 Strong analytical and problem-solving skills demonstrated through extensive market research and analysis conducted in conjunction with Communitech and MaRS at AquaSensing Inc. (2021-2022)
Extensive experience with administration and fine tune communication skills learnt and demonstrated as the Public Relations representative of Infostore Solutions and the Business and Sales Lead at AquaSensing Inc. (2021-2022)
Project management and financial analysis qualifications garnered under the UW project management and F.A.R.M program.
Overview
4
4
years of professional experience
Work History
Internal Auditor
ATS Automation
08.2021 - 12.2022
- Identified and reported audit issues.
- Documented recommendations to improve internal controls.
- Produced audit reports and GL reconciliations .
- Recommended new methods to improve internal controls and operating efficiency.
- Assisted the finance department with the creation and preparation of external and internal financial reporting documents.
- Conducted in person audit investigations with senior personnel.
PUBLIC RELATIONS REPRESENTATIVE
Infostore Solutions
01.2019 - 01.2020
- Planned and organized seminars, meetings and retreats.
- Created messages, position statements and other corporate communications based on company's objectives.
- This position afforded me to the opportunity to demonstrate the love I have for public speaking and pitching
- With the use of my strong oral communication skills as I was required to explain complicated technical software and network administration to a wide audience, especially older ones who were often confused or disoriented navigating the platform
- Convincing them that something they viewed as intimidating wasn’t beyond them but well within their grasp
- These concise and insightful explanations along every step of the way allowed me to develop strong and lasting relationships with clients
- Additionally, I was tasked with cultivating and maintain relationships with clients ensuring that they saw the benefits of the services we offered.
Financial Analyst
University of Waterloo
09.2019 - Current
- Required to trade various securities, engage in various trading and portfolio allocation strategies.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to to predict company profits.
- Reviewed financial reports and management decisions to predict company profits.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Sophisticated understanding of common and preferred stocks, ETF’s, bonds, and portfolio management styes (growth, value, income) even utilizing short selling and option strategies as I manage a million of dollars of assets.
Business and Sales Lead
AquaSensing
01.2021 - 04.2021
- Conduct in depth market research and provide analysis based on customer feedback, market trends and individual customer segment.
- Trained, coached, and mentored new sales associates for maximum performance.
- Increased sales and customer satisfaction through personalized servicing.
- Trained in conflict resolution and project management
- Developed a client focused approach and proficiency in cold calling and investor pitch meetings.
Education
Bachelor of Mathematics - Financial Analysis and Risk Management
University of Waterloo
Waterloo Ontario 06.2024
Skills
- GAAP and Statutory Reporting
- Fiscal Law Understanding
- Microsoft Excel
- Expense and Revenue Analysis
- Negotiation
- SAS Software
- Budgetary Planning
- Preparing Memos
- Customer Relationship Management
- General Ledger Journal Entry
- Research Abilities
- Database Management
- Data Research and Analysis
- Advanced Financial Analysis
Additional Information
- Activities and Honor , Barbados National Junior squash champion 2014 2016 2017. Google Display Ads Certified.
Barbados National Squash Champion
2014
2016
2017
Timeline
Internal Auditor
ATS Automation
08.2021 - 12.2022
Business and Sales Lead
AquaSensing
01.2021 - 04.2021
Financial Analyst
University of Waterloo
09.2019 - Current
PUBLIC RELATIONS REPRESENTATIVE
Infostore Solutions
01.2019 - 01.2020
Bachelor of Mathematics - Financial Analysis and Risk Management
University of Waterloo
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