Personal Finance Advisor helping Desjardins members and clients achieve financial goals. Advising on and selling loans, insurance, and integrated financial solutions.
Personal finance advisor at Desjardins, helping members and clients achieve financial goals through tailored advice. Managing relationships and recommending financing and insurance solutions.
Vice President leading FP&A for EverCommerce, a global service - commerce SaaS platform, supporting EverHealth’s planning, forecasting, reporting, and strategic decisions.
Investment banking experts supporting Mercor’s AI - lab partners through financial modeling and analysis. Remote contract work training and enhancing frontier AI systems.
Vice President leading FP&A for EverHealth, EverCommerce’s healthcare software business. Owning forecasts, financial planning, executive reporting, and strategic decision support across the vertical.
Finance and investor - relations expert reviewing documents for Mercor’s AI training projects. Providing structured feedback to improve frontier AI systems.
Senior Financial Analyst overseeing expense management, budgeting, reporting, and profitability analysis for Sun Life’s Group Retirement Services. Building financial insights and dashboards for Canadian business partners.
Personal Finance Advisor helping Desjardins members in Montréal choose investments, loans, and insurance. Building trusted relationships and advising on integrated financial strategies.