scottvanb

Finance Business Partner, Enterprise Fp&A / Strategic Finance, Vc

chartered financial analyst (cfa) charterholder with a bachelor of commerce in finance. experienced in finance, investment analysis, and venture capital. proficient in financial software and modeling tools.


Experience: 10 years

Yearly salary: $0

Hourly rate: $0

Nationality: 🇨🇦 Canada

Residency: 🇨🇦 Canada


Experience

senior associate, venture capital
apex capital
2020 - 2021
generated deal flow and conducted thorough due diligence to evaluate investment opportunities. created and maintained fund models and developed valuation models for prospective investments, providing accurate analysis to support investment decision-making. prepared term sheets and structured bespoke deal terms for venture capital transactions. led fundraising efforts and performed lp outreach for over 200 prospective investors.
equity research analyst
desjardins securities
2019 - 2020
provided investor recommendations for 14 north american and european stocks while providing insights on the macro environment, industry trends, and emerging risks. valued companies by developing net asset value, discounted cash flow models, and comparable company analysis for companies operating globally. collaborated with institutional clients and senior team members on research reports, presentations, contributing to successful business development and client retention efforts.
senior research associate
bmo capital markets
2014 - 2019
contributed to a top-ranking team by delivering research to clients and launching coverage for the #1 ranked analyst in the sector. authored thematic reports on the macro environment and the energy sector, including upstream, midstream, and downstream. performed company and industry analysis, led meetings with c-suite executives, and developed accurate financial models to support investment recommendations. provided strategic financial advice to over 20 issuers and corporate clients. liaised with corporate issuers, sales and trading, and buyside clients in various locations.
analyst, strategy
alberta investment management corporation (aimco)
2012 - 2014
performed decision and investment analysis for infrastructure, private, and public equity transactions. completed due diligence on various private equity and infrastructure deals. formed relationships with pension, endowment, and government funds, while focusing on client communication and due diligence for infrastructure, private & public equity investments.

Skills

css
java
python
visual-basic
analyst
english