Elizabeth Alves

Elizabeth Alves, CFA has a diverse work experience spanning various industries and roles.

Elizabeth is currently working as a Financial Planning Analyst at eSentire, where they are responsible for analyzing business unit financial transactions and providing accurate and timely analysis of variances from forecast and budget. Elizabeth also supports the annual budget planning process.

Prior to this, Elizabeth worked at Economical Insurance as a Reporting Specialist/Operations Analyst. In this role, they were responsible for monthly and weekly business updates, as well as handling ad hoc requests for data and reporting across all lines of business. Elizabeth also played a key role in designing, testing, and supporting Cognos Dashboard.

Before joining Economical Insurance, Elizabeth worked at Novick Fabrication and Design. As a Business Analyst, they focused on sales by identifying new business opportunities, participating in new business pitches, and drafting proposals. Elizabeth also played a role in HR by implementing recruitment and training policies to foster a positive work environment and staff retention. Additionally, they worked as an Operations Manager, overseeing day-to-day business operations and evaluating efficiency to meet organizational objectives.

Elizabeth also has experience in marketing and business development as a Director of Operations, Business Development, and Communications at Mammoth Mug Inc. Their responsibilities included managing social media accounts, participating in trade shows, and monitoring customer reviews. Elizabeth also worked on business development, managing accounts, sales, and expanding into new markets. Additionally, they managed operations, developing and maintaining inventory systems and streamlining order processing for efficient delivery.

Elizabeth began their career at MUFG Investor Services as a Fund Accountant, where they reconciled cash and security transactions and prepared financial statements. Elizabeth later transitioned to the role of Global Client Solutions Specialist.

Elizabeth also worked at RBC Dominion Securities as a Marketing and Business Development Associate, where they targeted specific clientele and organized seminars and mail-outs to attract new clients. Elizabeth also built relationships for networking and conducted research for client meetings.

Elizabeth's work experience also includes a role as an Accounting & Operations Analyst at Waterloo Central Railway, where they facilitated inventory management and led a research and development project to update pricing and promotional materials.

Overall, Elizabeth Alves, CFA has demonstrated expertise in financial planning and analysis, reporting and operations, business development, and marketing across a range of industries.

Elizabeth Alves, CFA pursued an Honors Bachelor of Business Administration (BBA) degree in Finance from the Goodman School of Business at Brock University, where they attended from 2009 to 2013. In addition to their formal education, they have obtained several certifications, including the Chartered Financial Analyst (CFA) designation from the CFA Institute in December 2019. Elizabeth also completed the GIE certification from the Insurance Institute of Canada in April 2020 and the "Use an Entrepreneurial Mindset to Find Success and Fulfillment at Work" certification from LinkedIn in June 2022.