Senior Financial Analyst@ Guardian Capital Group
Pickering, Ontario, Canada
Shai Simkhi
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York University
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FlashIntel GPTShai Simkhi is a highly experienced CPA and CMA with 15 years of work experience. He possesses a wide range of skills including financial analysis, modeling, strategic financial planning, investments, and portfolio management. Based in Canada-Ontario-Pickering, Shai has a proven track record of identifying redundancies and creating efficient processes. He is detail-oriented and has the ability to see the big picture. Shai has worked at Guardian Capital Group and CIBC Mellon in various finance roles, demonstrating his expertise in financial analysis and reporting.
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About
CPA, CMA with 3 years of mutual and hedge fund accounting experience Excellent Excel skills, working knowledge of other Office software and Bloomberg Experience working in a deadline driven environment Proven record of identifying redundancies and creating efficient processes Strong quantitative skills focused on accounting and analysis Detail oriented with the ability to see the big picture
Work Experience
Senior Financial Analyst
Financial Services
Shai Simkhi's Professional Milestones
- Client Relations Representative | National Service Representative (2011-03-01~2014-08-01): Building strong relationships with national service providers, empowering clients to maximize sales and share their stories.
- Fund Accountant (2014-09-01~2016-06-01): Developing financial strategies to optimize fund returns and ensure compliance with financial regulations.
Education
Bachelors,
Bachelor Of Arts,
Economics
2005-2008Skill
Financial Analysis
Financial Modeling
Strategic Financial Planning
Investments
Portfolio Management
Certification
Colleagues
Mark Noble
senior vice president of retail strategy and sales enablement guardian capital group
George Mavroudis, FCPA, FCA
president & chief executive officer guardian capital group limited
Denis Larose
chief investment officer - guardian capital
Keith Schwartz
Regional Director | Key Account Manager | Vice President Of Investor Services | US Distribution
Donald Yi
Chief Financial Officer
Other Named Shai Simkhi
Frequently asked questions
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Shai Simkhi's social media include: Linkedin,
Shai Simkhi works for Guardian Capital Group
Shai Simkhi's role in Guardian Capital Group is Senior Financial Analyst
Shai Simkhi works in the industry of Financial Services
Shai Simkhi's colleagues are Mark Noble,George Mavroudis, FCPA, FCA,Denis Larose
Shai Simkhi's latest job experience is Senior Financial Analyst at Guardian Capital Group
Shai Simkhi's latest education in York University
