Operations Associate at Golden Quasar Inc. — budgets, vendor invoices, month-end close.
CIFC-licensed Mutual Funds Representative · CFA Level I Candidate (2026).
+25% VS. SALES TARGET96% CLIENT SATISFACTION68→94% SATISFACTION LIFT30→80% CAPACITY UTILIZATION15 PEOPLE COACHED35,000+ ATTENDEE EVENT LED
Treat every account like it has to balance. Budgets owned, variances flagged early, close on schedule — and clients who feel like people, not transactions.
THE HABIT THREE CLIENT-FACING YEARS LEFT ME WITH.
01
About
I work the part of the business where the numbers have to be right: preparing and
re-forecasting project budgets, flagging variances early, coding and approving
expenses, and walking vendor and contractor invoices end-to-end so clean cost data
flows through to client reporting. At month-end I support close with accruals,
reclassifications, and the documentation that keeps Finance audit-ready.
Before operations, I spent three years facing clients — consultations, needs
discovery, and plain-language explanations of complicated financial products. I hold
a Mutual Funds licence (CIFC, Ontario), completed a Bachelor of Commerce at Humber
College in April 2025, and I'm a CFA Level I candidate for 2026.
02
Core Competencies
COMPETENCY RADAR · INDEXED TO 100
SKILLS INDEX — ALL COMPETENCIES
Select a node on the radar to see that competency's skills.
2.1 Operations & Financial Discipline
Budget preparation and re-forecasting, actuals-vs-budget variance tracking, expense coding and approval, vendor invoice management, and month-end close support.
2.2 Client Relationships & Service
Long-standing client relationships built through virtual and in-person consultations, personalized solutions, and proactive follow-up at every stage of the journey.
2.3 Sales Performance & Growth
Sales targets exceeded by 25% through relationship depth and contract extensions — delivering against individual and team goals while growing the book.
2.4 Financial Products & Compliance
Mutual Funds licence (CIFC); RRSPs, TFSAs, GICs, fund types, performance evaluation, and risk assessment — held to regulatory and ethical standards.
2.5 Needs Discovery & Education
Proactive identification of client needs and opportunities; complex concepts explained simply, with a holistic view of each client's financial well-being.
2.6 Technical & Digital Tools
Microsoft Office & Excel, Power BI, CRM systems, digital banking tools; Python, Java, SQL; Claude Code, Figma, Copilot, and modern AI tooling.
03
Projects
96%client satisfaction
Client Onboarding Transformation
GOLDEN QUASAR INC · JAN 2024 — APR 2025
Redesigned client onboarding from initial contact through the first 90 days — proactive communication touchpoints and personalized check-ins that dramatically improved retention.
+25%above target
Sales Target Outperformance
GOLDEN QUASAR INC · JAN 2024 — APR 2025
Consistently exceeded quarterly sales goals through strategic needs assessment and holistic financial recommendations, built on product knowledge and client trust.
100+clients assessed
Holistic Financial Planning
GOLDEN QUASAR INC · JAN 2024 — APR 2025
Comprehensive needs assessments for each client — personalized recommendations across mutual funds, RRSP, TFSA, and GIC products aligned with individual goals.
5+tools mastered
CRM Platform Adoption
GOLDEN QUASAR INC · JAN 2024 — APR 2025
Rapid adoption of new CRM platforms and digital tools — Salesforce for client tracking, pipeline management, and automated follow-up workflows.
04
Professional Experience
Fig. 3 THE CAREER LEDGER · READ BACKWARDS FROM TODAY
NOW20242023202320222021
MAY 2025 — PRESENTCURRENT
Era VI · The Close
Operations Associate
Golden Quasar Inc. · Mississauga, ON · Remote
Maintain project budgets and re-forecasts for assigned accounts — flagging variances early to keep work on budget and within projected margin.
Approve project expenses and manage vendor and contractor invoices end-to-end, ensuring clean cost data flows through to client reporting.
Support month-end close with accruals, reclassifications, and supporting documentation — closing on schedule with audit-ready files.
Produce monthly financial summaries that give leadership and clients a clear view of account health.
Primary point of contact for assigned client engagements, keeping priorities aligned across teams.
JAN 2024 — APR 2025
Era V · The Book of Clients
Client Success Associate
Golden Quasar Inc. · Mississauga, ON · Remote
Conducted virtual and in-person consultations, developing tailored solutions and nurturing long-standing relationships across the customer journey.
Exceeded sales targets by 25% through relationship building and contract extensions, while maintaining 96% client satisfaction.
Identified new opportunities by listening to client needs and explaining complicated concepts simply, with a holistic approach.
Raised client satisfaction from 68% to 94% with a customer-centric approach, proactive follow-ups, and consistent service delivery.
Grew capacity utilization from 30% to 80% through strategic relationship management and optimization opportunities.
Coached and developed a 15-person team, earning Regional Best Test Centre recognition.
Maintained regulatory compliance across multiple locations.
JAN 2023 — APR 2023
Era III · The Floor
Test Center Administrator
Prometric Center · Yukon Consultants · Toronto, ON
Delivered service to 100–200 clients daily in a fast-paced environment with efficient issue resolution.
Maintained regulatory compliance and customer data privacy while processing day-to-day transactions.
JUN 2022 — JUN 2023
Era II · The Crowd
Volunteer Team Lead
Web Summit · Collision Conference · Toronto, ON
Led a team of 20 volunteers at a 35,000+ attendee event — speaker logistics, scheduling, and attendee experience.
Resolved on-site issues in real time while building relationships with participants.
JUL 2021 — DEC 2021
Era I · The Apprenticeship
Business Research & Client Support Intern
Investor Quotient IQ Canada · Toronto, ON
Supported a portfolio of 5–10 early-stage startups through an incubator/accelerator — research, materials, and CRM-driven follow-up.
Prepared client presentations and pitch decks for startup founders; conducted market research and data analysis for tailored insights.
Fig. 4 DAY ONE VS TODAY · WHAT FIVE YEARS COMPOUNDS INTO
JUL 2021
The Intern
SCOPEResearch & support for a 5–10 startup portfolio
CLIENTSPreparing decks and materials for founders
NUMBERSMarket research and data pulls, reviewed by others
TOOLSOffice suite & a CRM login
CREDENTIALCommerce student
TODAY
The Operator
SCOPEOwns project budgets & re-forecasts for assigned accounts
CLIENTSPrimary point of contact for client engagements
NUMBERSAccruals, variance flags & audit-ready month-end close
TOOLSExcel · Power BI · SQL · Python · CRM · AI tooling
CREDENTIALBComm · CIFC licensed · CFA Level I candidate
05
What Others Say
REFERENCES · 1 / 4
06
Education & Certifications
APR 2025
Bachelor of Commerce, Management Studies
Humber College — Toronto, ON
DEGREE
MAR 2025
Canadian Investment Funds Course (CIFC)
Mutual Funds Licence — Ontario
LICENCE
2026
CFA Level I Candidate
CFA Institute — self-built Study Atelier ↗ with 93 modules, spaced repetition & mock exams
IN PROGRESS
07
CFA Level I · Study Atelier
A self-built, self-contained study guide engineered for the 2026 exam. Every LOS,
every formula, every pitfall — with spaced repetition, a timed mock exam, and a
final three-week sprint plan. Installable and fully offline.
