Heidi Esau

 Heidi Esau

Heidi Esau

  • Courses4
  • Reviews17

Biography

University of Saskatchewan - Communication

Financial Professional ♦ Quantitative, Risk, and Financial Analysis ♦ Technical Expertise ♦ Business Support
Financial Services
Heidi
Esau
Calgary, Alberta, Canada
I am passionate about translating my knowledge of, and experience in, complex financial calculations to support business operations and further organizational goals. Dedicated to lifelong learning, I hold a Master of Science degree in Finance and have several years of experience conducting quantitative analyses, researching market conditions, modeling, mentoring colleagues, and resolving issues.

My excellent communication, analytical, and technical skills have been demonstrated throughout my career as follows:

>> Eliminated issues on two complex hedge funds by tackling challenges one by one; reviewed and reconciled trades, calculated month-end evaluations, and responded to auditor requests.

>> Improved corporate response to technical issues; identified system calculation and other problems and implemented necessary solutions to avoid delays in business functions.

>> Presented graduate thesis detailing the information flow between equity and credit default swap markets; determined price impacts during period of financial crisis.

>> Instructed university students on complex topics including securities analysis, trading, hedging, and business statistics; earned nomination for “Best Teacher” award.

>> Coached the JDC West Finance team; researched sample business cases for practice and evaluated and critiqued presentations leading to second place finish.

Please connect with me today to learn more about my background and goals!


Experience

  • BISYS Hedge Fund Services Ltd. (purchased by Citigroup)

    Senior Fund Accountant

    Executed monthly net asset value calculations for multi-million dollar portfolios and completed day-to-day accounting activities. Responded to inquiries from clients and met deadlines to maintain customer satisfaction. Compiled financial statements and information for audit requests; located data and compiled information in response to auditor inquiries.

    * Spearheaded resolution of computer system issues including problems with new account additions and calculations; addressed netting errors and aided other staff members.
    * Mentored junior staff members on system training and company policies; offered additional training to improve operations and avoid issues.

  • University of Saskatchewan, Edwards School of Business

    Faculty and Sessional Instructor

    Taught first, second, and third year courses in finance and statistics to hundreds of students. Designed course material, created assignments, wrote exams, and compiled lecture slides. Partnered with other instructors to adapt course content. Demonstrated open door policy with students and faculty; adopted fair and straightforward teaching method to earn recognition as top instructor.

  • Government of Manitoba, Department of Agriculture

    Research Assistant

    Published statistics for Annual Industry Analysis Profiles; categorized, analyzed, and prepared data. Assembled data and conducted calculations on transfers and expenditures. Created trade policy updates for government website.

  • Nav.it

    Finance Writer

    Heidi worked at Nav.it as a Finance Writer

  • St. Paul’s College, University of Manitoba

    Comptroller’s Assistant

    Analyzed operating budgets and reconciled reports for management. Tracked accounts payable and processed payments.

Education

  • University of Saskatchewan

    M.Sc.

    Finance
    Thesis topic: Information flow (as measured by price movements) between the stock and credit default swap markets.

  • University of Manitoba

    Bachelor of Commerce (B.Com.)

    Finance and International Business

COMM 104

4.7(3)

COMM 203

4.6(8)

COMM 207

3.5(4)