Eric Gasana

 Eric Kwizera Gasana Toronto, ON CAREER PROFILE & OBJECTIVE Financial professional with 15+ years’ experience in investments, financial planning and modelling, and client advisory. Skilled in analyzing financial positions, establishing tailored plans, and guiding clients toward value-driven financial decisions. Adept at excellent communication, interpersonal, and problem-solving abilities. Seeking to leverage financial expertise and client engagement skills. HIGHLIGHTS OF KEY SKILLS • Strong English communication skills, oral and written, skilled at simplifying complex financial concepts for clients to inspire action, building trust and guiding decisions • Proven abilities in client assessment, debt analysis, and financial goal setting • Skilled in Debt & Asset evaluation of income, liabilities, and expenses • Proven abilities in cash flow analysis, forecasting, and customized planning • Fully adheres to reporting & compliance requirements with accuracy • Proven record of achieving targets and improving processes • Highly organized, attentive to detail, and strong time management skills COMPUTER SKILLS • Power BI ▪ SQL ▪ SAP ▪ Microsoft Office (Advanced Excel, Word, PowerPoint) PROFESSIONAL EXPERIENCE Head of Investment Department Apr 2015 – Dec 2023 Rwanda Social Security Board (RSSB) | Kigali, Rwanda • Engaged stakeholders to explain financial strategies and performance in clear, actionable terms. • Conducted financial analysis of assets, cash flow, and obligations to optimize investment decisions. • Supervised client-facing teams, ensuring effective communication and timely reporting. • Developed dashboards and financial plans to guide executives on meeting organizational goals. • Drove portfolio growth from USD 500M to USD 1.6B -). • Delivered consistent 4–6% real returns, ensuring client (pensioner) confidence. • Streamlined reporting to provide weekly financial insights to decision makers. Portfolio Manager Apr 2013 – Mar 2015 Rwanda Social Security Board (RSSB) | Kigali, Rwanda • Worked closely with executives to assess financial positions, debt obligations, and long-term goals. • Presented strategies to stakeholders, explaining equity analysis, debt investing and rebalancing decisions. • Delivered client-oriented reporting with performance attribution and goal tracking. • Achieved average risk-adjusted return of 3% -). • Improved cyclical reporting efficiency by 90%, ensuring timely client updates. Non-Fixed Income Analyst Nov 2012 – Mar 2013 Rwanda Social Security Board (RSSB) | Kigali, Rwanda • Conducted financial analysis of equity projects, helping stakeholders evaluate costs, risks, and benefits. • Prepared monthly equity portfolio reports for senior decision-makers. • Advised on capital deployment strategies aligned with client objectives. • Successfully appraised 5 equity projects, ensuring profitable investment outcomes. Management Trainee Jun 2012 – Oct 2012 UniCredit Bank | Bologna, Italy • Assisted clients in account setup, loan/credit requests, and financial service selection. • Evaluated customer financial positions to recommend banking and debt solutions. • Collaborated with teams to improve client experience at branch and ATM touchpoints. • Interacted with customers on phone from time to time to attend to various account inquiries. • Contributed to financial planning strategies that optimized 10 new service locations. Eric Gasana resume page 1 of 2 EDUCATION AND CERTIFICATIONS Canadian Securities Course (CSC®) | Canadian Securities Institute June 2025 Certified Financial Analytics Professional (CFAP) |10alytics| May 2025 SQL for Data Science and Data Analytics | Data Science Infinity Jan 2025 SAP, Advanced Excel and Quick books | Working Skills Centre | Toronto, ONAug 2024 Master of Business Administration (Finance) (WES Equivalent) Sep 2012 University of Bologna | Bologna, Italy Bachelor of Business Administration Nov 2003 Makerere University Business School | Kampala, Uganda REFERENCES AVAILABLE UPON REQUEST