The University of Lethbridge

Planning Coordinator at The Tower Group - Calgary

Calgary, Alberta, Canada

I am part of a wealth strategy firm that works with people who follow a financial philosophy, rather than the crowd.

The Tower Group - Calgary

Planning Coordinator

Manage portfolio of high value small business relationships. Building profitable growth while retaining and expanding existing ones.

Scotiabank

Small Business Advisor

Financial Advisor

- Reconciled vendor accounts o	25 vendors assigned for a 13 period calendaro	Vendors can vary from $20000 to $100 million in gross annual revenueo	Individually reconciled asset accounts valued at over $200 Million total purchases year to dateo	Recovered over $350,000 of income for the company•	Developed strong time management skills, with the ability to prioritize and multi task daily activities in a fast paced environment.•	Research and track/report overpayments as well as all other possible vendor errors •	Trained on SAP with an emphasis on inventory control

Loblaw Companies Limited

Internal Control Analyst

- Complied research for local entrepreneurs and assisted in the preparation of business seminars and team development meetings•	Integrated well with a multi-cultural team; working effectively, efficiently, and independently•	Delivered a comprehensive well-structured product that is currently in great use today•	Developed an assistance learning tool for the Micro MBA program•	Demonstrated ability to complete multiple projects while working efficiently under pressure

Jeff Goldmintz