Megan Clark

• Phone: +1 416 555 0123
• Email: megan.clark@email.com
• Location: Toronto, Canada
• LinkedIn: meganclarkfinance

Summary

Directed financial operations and strategic initiatives for over 10 years, consistently achieving cost reductions and optimizing revenue streams. Instrumental in developing and executing comprehensive financial models that supported a 15% year-over-year growth for a mid-sized asset management firm.

Proven ability to lead high-performing finance teams, manage complex budgets exceeding $500 million, and present insightful financial analysis to executive leadership and stakeholders.

Experience

Senior Financial Manager, Maple Leaf Financial Group -- Toronto, Canada

Mar 2018 – present

• Managed a portfolio of over $750 million in assets, overseeing financial reporting, budgeting, and forecasting for key investment funds.

• Implemented new financial planning software, reducing monthly reporting cycles by 25% and enhancing data accuracy.

• Led a team of 8 financial analysts, providing mentorship and professional development, resulting in a 90% retention rate over three years.

• Developed and presented quarterly financial reviews to the Board of Directors, influencing key strategic investment decisions.

Financial Manager, Northern Trust Canada -- Toronto, Canada

Sept 2013 – Feb 2018

• Oversaw the financial health of various client portfolios, ensuring compliance with regulatory requirements and internal policies.

• Conducted comprehensive financial analysis and risk assessments, identifying potential issues and proposing mitigation strategies that saved clients an estimated $5 million annually.

• Designed and implemented new internal controls, improving financial data integrity and reducing audit discrepancies by 30%.

• Collaborated with cross-functional teams to optimize financial workflows and enhance operational efficiency.

Financial Analyst, BMO Financial Group -- Toronto, Canada

June 2010 – Aug 2013

• Supported senior managers in preparing financial statements, budgets, and forecasts for various business units.

• Performed in-depth variance analysis, providing insights into revenue and expense drivers.

• Assisted in the development of financial models for investment appraisal and strategic planning initiatives.

Education

University of Toronto, M.Fin in Master of Finance -- Toronto, Canada

Sept 2009 – May 2010

York University, BBA in Bachelor of Business Administration (Finance) -- Toronto, Canada

Sept 2005 – May 2009

Skills

Financial Management & Analysis: Budgeting & Forecasting, Financial Modeling, Variance Analysis, Cost Management, Investment Analysis, Risk Management, Capital Allocation, Financial Reporting, GAAP, IFRS

Software & Tools: SAP FICO, Oracle Financials, Microsoft Dynamics GP, Tableau, Power BI, Excel (Advanced), PowerPoint

Leadership & Strategy: Strategic Planning, Team Leadership, Stakeholder Management, Performance Management, Process Improvement, Business Acumen, Executive Presentations