Curtis Street

Curtis Street A current credit union employee, CFA candidate, education enthusiast, and avid rock climber, looking for exciting non-profit, financial analysis, and/or mobile workplace opportunities. EDUCATION 2018 - present 2019 CHAR TER ED F INANCIA L ANA LYS T EXAMS – CFA Institute + Level 2 to be written June 2020 + Level 1 completed December 2018 E CONOMIC D EVE LOP MEN T – Individual Course + 2017 CANADIAN INVE ST MEN T FUN DS COUR SE + 2012 – 2016 Athabasca University IFSE Institute BA CHE LOR OF COMME RCE – Finance + University of Calgary, Haskayne School of Business EMPLOYMENT 2017 - present 2017 2016 2015 CONNE CT F IR ST CREDI T UNION – Treasury Coordinator + Automated repetitive processes using Excel macros + Developed and maintained financial analysis reports on key corporate areas + Responsible for the monthly Asset & Liability Committee (ALCO) report + Made strategic decision on, and completed, daily investments in excess of $100M + Made daily rate discretion decisions with personal bankers in various regions F IR ST CA LGARY CR ED IT UNI ON – Member Service Representative + Assisted members with transactions and inquires to help meet their financial needs + Utilize FUSION sales techniques to match member needs with appropriate solutions S TAR LIT E SA LE S AND R ENTA LS LTD . – Bookkeeper & Rental Manager + Entered bookkeeping records utilizing QuickBooks software + Worked within a fast-paced small business environment D IR TT ENV IR ON MEN TA L SOLUTIONS – Finance Summer Student + Processed accounts payable and receivable invoices. VOLUNTEERING 2014 - 2016 GLOBA L BR IGA DES CA LG ARY – Chief of Finance & Director of the Business Brigade + Organized and allocated fundraising incomes + Expanded academic scope of the club and increased membership by 50 students + + Worked with a small restaurant in Honduras to improve business practices (2015) Worked with a family chicken farm in Honduras to improve business practices (2014)