My experience involves securing debt financing for a microfinance bank, researching impact investing alongside a recognized expert in the field, leading a successful grant application for a local micro-loans program, and analyzing the Grameen Bank in Bangladesh through a CIDA-funded internship.
- Key point person for all field partners in ECA
- Tracking financial and social performance as well as monitoring credit risk to ensure Kiva’s investments are impactful
- Reviewing applications for new partnerships and conducting due diligence when potential partners are identified
- Managing all Kiva Fellows assigned to work with partners in ECA
- Carried out research for the firm’s thematic review for the MasterCard Foundation on economic opportunities for youth in Africa
- Modeled a spreadsheet to track 200 reports submitted to investors annually;
- Assisted the Operations Team in developing dynamic Excel spreadsheets for reporting to management;
- Developed a report on best practices in excess liquidity to inform the internal Analysts Working Group;
- Used WordPress and learned HTML and CSS coding to develop an internal communications website.
- Managed investor relations and conducted requested financial analysis for the due diligence process required by major impact investing firms; secured USD $5MM in financing to date;
- Modeled the 2014-2016 business plan, approved by board members and shareholders on first submission;
- Developed a financial methodology for assessing the profitability of business segments;
- Traveled to four cities in Canada as one of three speakers to audiences of 200-300 for AKFC’s “In My Lifetime” series;
- Produced briefs on nonprofit involvement in impact investing.
- Co-authored a third-party funded report on impact investing in real assets in the United States;
- Surveyed 40 newcomers to Canada;
- Analyzed survey results using Excel and SPSS;
- Developed recommendations to improve financial literacy workshops for the OCLF micro-loan project (mentioned below).
- Analyzed, compiled, and presented extensive data to justify the demand for microloans for startup businesses amongst immigrants in Ottawa; secured financing from the City of Ottawa;
- Led a successful proposal for a $50,000 grant for a project that was recognized at the First Annual Ottawa Immigration Forum;
- Single-handedly developed a detailed social return on investment (SROI) analysis for the successful funding proposal.
- Selected for the Students for Development internship program administered by the Canadian International Development Agency (CIDA);
- Completed field work sessions that involved working directly with clients and their loan-funded projects; compiled a report for Grameen Bank based on information obtained from field work and other observations;
- Conducted a complete operational and financial analysis of Grameen America Inc. and Turkish Grameen Microcredit Program; composed a report for Grameen Trust with recommendations that were pursued by the Managing Director.
- Assisted students in developing knowledge and understanding of accounting practices.
- Assisted the professor in relaying class material and supporting the students in their learning process;
- Graded all assignments in detail and under time pressure.
- Used Simply Accounting software to oversee all bookkeeping operations;
- Analyzed company statistics to identify room for improvement in operations.
07/2014 to 10/2014
E.T. Jackson & Associates:
AGA KHAN FOUNDATION CANADA, THE FIRST MICROFINANCE BANK TAJIKISTAN
International Microfinance Fellow, Financial Management
06/2013 to 04/2014
The International Fellowship Program offers an extraordinary training program and an eight-month overseas placement to recent university graduates and young professionals who are 30 years or under.
– Aga Khan Foundation Canada
Take a look at my blog post about working at FMFB here.
Watch my story at the Toronto In My Lifetime event:
Developed the social media outreach and assisted in sales for a project set up by the Danish Refugee Council that employs and empowers Afghan refugee women living in Tajikistan.
The Snowsuit Fund
Worked with low-income Ottawans to find the perfect snowsuits for their children.
Went to South America before my exchange year started to spend some time volunteering at a impoverished children’s school in San Isidro, Peru.
Carleton Serves (Ottawa Food Bank, School); Terry Fox Run