KPMG

• Led a high-profile public engagement with direct client contact, and participated in executive leadership meetings
• Initiated and proposed a schedule of changes to Senior Management to promote greater audit quality
• Developed Comparable Transaction Analysis for Senior Management to use within executive-level discussions
• Oversaw and mentored teams of 1-2 staff members, and organized project meetings with cross-functional teams
• Analyzed financial models for North American commercial properties, assessing for valuation and potential impairment

Senior Accountant

• Clientele includes insurance, financial services, manufacturing, technology, pharma, and retail operating entities
• Exceeded utilization expectations, achieving 106% in FY20 (80% target) and 98% in FY19 (75% target)
• Led a $729M multinational manufacturing engagement for 1 term, streamlining tasks and provided mentorship to 1 team member
• Oversaw and mentored 5 international audit team members, to outperform budgetary expectations by 19% 
• Analyzed 7 engagement budgets of up to $200K, providing budgetary cost-saving recommendations to Senior Management (Managers or Senior Managers typically perform this task)
• Directed semi-weekly meetings with the CFO and Controller of a $49M public financial services entity
• Consulted with a $1.3B P&C insurer, to propose and implement a $4M financial adjustment

Associate, Assurance

Great-West Life

• Completed 100+ loan reviews and performed valuations for retail, office, industrial, and residential assets
• Initiated and generated a financial model, providing management with an assessment of KPIs over the company's portfolio
• Delivered due diligence and comparable transaction analysis directly for the Vice President and national mortgage origination team
• Initiated and built a financial model to assess 12 REITs and interpret the entity’s long-term risk exposure

Summer Student, Commercial Mortgage Investments

University of Manitoba

Curriculum grader for a Masters level course, while in the process of completing an undergraduate degree

MBA & MFin Course Grader

I turn senior professionals and entrepreneurs into peak performers to accelerate growth and maximize results 🚀 On a mission to level up 10M+ high achievers 🏆 Queen Elizabeth II Diamond Jubilee Medal Recipient 🏅

Hey there, I'm Jamie Rakhra. Welcome to my LinkedIn page!

I'm an entrepreneur currently building my business! Throughout my career, I have exposed myself to a diverse set of opportunities and challenges that have shaped me into who I am today.

My top proficiencies are:
   ● Strong Analytical and Technical Acumen
   ● Results-Driven Nature
   ● Adaptability

Additional skills include: Leadership, Strategy, Project Management, Coaching, Critical Thinking, and Stakeholder Engagement. 

Follow me for key insights and lessons that I've learned to help accelerate your career!

Twitter: @JamieRakhra

Jamie Rakhra

RBC Wealth Management

Scott combines his investment expertise and network with Canada's leading full-service investment firm to provide families, small-medium businesses and foundations with:

* Complete management of their wealth with a customized financial strategy to achieve their goals;
* A focused review of tax saving opportunities and tax efficient investing;
* Superior portfolio construction and management built on Scott's 20yrs+ of investing experience and vast network of investment professionals;
* Peace of Mind = Knowing where you are, where you are going and how you will get there

Investment Advisor

Goldman Sachs

Co-Managed over $600m equity portfolios including launching Goldman Sachs Asset Management’s market neutral Natural Resource Fund

Co-lead the research and selection of over $2bn in natural resource bonds and loans

Developed and lead multi-city North American fund launch effort resulting in over $200m initial raise including tax planning, marketing and structuring

Co Head: Liberty Harbor Natural Resources Fund

Moore Capital / Amaranth Advisors

Invested over $1bn in equity, credit, distressed and event driven situations across multiple industries in Canada

Lead diligence and investment process for primary and secondary market investments

Managing Director / Associate

Bain Capital

Managed valuation modules including: projections, f/x analysis, covenant sensitivity, working capital analysis, management compensation and capitalization

Coordinated deal closing activities, tax structuring, due diligence and marketing for financings

Associate

Credit Suisse First Boston

Analyst

Boston Consulting Group (BCG)

Building Financial Health & Wealth. Former hedge-fund guy focused on growing & protecting wealth for families & businesses | Keep more, grow smarter, protect your family | Connect to learn about tax & wealth strategies

Scott Zack has over 20 years of investment experience working with some of the most prominent global investors, foundations and institutions.  Now his focus is on offering a platform of investment expertise, financial planning, tax mitigation and estate planning that has traditionally been reserved for only the most affluent.

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Jamie Rakhra

Scott Zack

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