Gracia Yohali Matata
Financial Advisor
Toronto
Summary
Dedicated Finance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
Work History
Finance and Operations Coordinator
Kiyana
05.2025 - Current
- Managed financial aspects of the business, including budgeting, payroll, and expense tracking.
- Negotiated agreements with product vendors, securing competitive pricing and favorable terms for the salon.
- Enhanced client satisfaction by providing exceptional customer service and addressing concerns promptly.
- Controlled inventory by tracking expenses, purchases, and shelf stock.
- Managed cash flow, business transactions, banking, and accounting processes.
- Worked to continuously increase salon business through effective sales, service, and operations policies.
Project Associate
Shukraan’s S.A.R.L.
01.2022 - Current
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
- Prepared detailed comparative market analyses to determine accurate property values, ensuring competitive pricing for sellers and informed decisions for buyers.
- Collaborated with other real estate professionals such as attorneys and title agents to ensure seamless transactions for all parties involved.
- Prepared accurate financial statements for management review, ensuring timely decisionmaking.
- Contributed to risk management efforts by identifying potential exposures and developing mitigation plans.
- Analyzed financial trends and provided detailed financial reports to management.
Trade Finance Consultant (Freelancer)
Euro Exim Bank
01.2023 - 01.2025
- Consulted on trade finance process design, implementing digital banking solutions that contributed to a 15% increase in revenue, and streamlined transaction speed.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Conducted comprehensive KYC checks to ensure 100% compliance with AML and CFT regulations, reducing risk exposure for the bank.
- Supported business development by developing strategic proposals, enhancing client onboarding processes, and optimizing financial operations across cross-functional teams.
- Supported the creation of detailed reports and presentations, engaging stakeholders on the financial and environmental benefits of energy transition investments.
- Strengthened client relationships by providing timely and insightful financial guidance tailored to their unique needs.
Education
Master of Arts - Leadership and Change
Regent's University London
London 04.2020 - 01.2021
Master of Science - Banking and Finance
Queen Mary University London
London 01.2019 - 01.2020
Bachelor of Arts - Economics, Minor in Business Administration
The George Washington University
Washington, D.C. 01.2016 - 01.2019
Skills
- MS office suite
- Analytical research
- Strategic financial planning
- Credit analysis
- Cost-benefit analysis
- Negotiation
- Financial statement analysis
- Data analysis
- Financial management
- Due diligence
- Teamwork and professionalism
Certification
Investment Banking: Financial Analysis and Valuation, February 2023
Timeline
Finance and Operations Coordinator
Kiyana
05.2025 - Current
Trade Finance Consultant (Freelancer)
Euro Exim Bank
01.2023 - 01.2025
Project Associate
Shukraan’s S.A.R.L.
01.2022 - Current
Master of Arts - Leadership and Change
Regent's University London
04.2020 - 01.2021
Master of Science - Banking and Finance
Queen Mary University London
01.2019 - 01.2020
Bachelor of Arts - Economics, Minor in Business Administration
The George Washington University
01.2016 - 01.2019
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