Aarti Moolya
Brampton,Canada
Summary
Seasoned Finance Manager with a proven track record at TD Bank, adept in financial reporting and strategic business reviews. Excelled in managing a $120M contract at OMERS, enhancing process efficiency by 50%. Demonstrates exceptional analytical skills and leadership, driving significant financial decisions and improvements.
Overview
10
10
years of professional experience
Work History
Finance Manager
TD Bank
Toronto, Canada
05.2022 - Current
- Company Overview: Managing Small Business Banking Distribution and National Agriculture Portfolio
- Representing Finance on all Small Business Banking strategic initiatives and participating in the direction of the business
- Developing small business sales goals for the delivery team in partnership with the product teams to meet the objectives of the business
- Delivering the regular management reporting and Forecast / Plan packages that are relied upon by the Small Business Distribution teams
- Reporting monthly financial results for the Commercial Agriculture portfolio in an accurate and timely manner incorporating value-added commentary and analysis
- Participating in management meetings interacting with senior leadership
- Managing Small Business Banking Distribution and National Agriculture Portfolio
Senior Finance Analyst
TD Bank
Toronto, Canada
09.2018 - 05.2022
- Company Overview: Supported Variable Compensation and Global Markets Team
- Primary contact to key stakeholders including the Chief Operating Officer (COO) of TD Securities for variable compensation and severance expenses reporting
- Provide oversight of the incentive compensation accounting and reporting process for TD Securities
- Manage and oversee reporting of select Global Markets business lines, with a focus on the Institutional equities, Global Fixed Income and Global Credit Trading
- Responsible for analysis and reporting of all expenses related to the supported Global Markets businesses including financial variance commentary as well as the planning and forecasting of all expenses
- Supported Volcker Finance Program wherein: Was responsible for conducting analysis and providing reports on TD's exposure to certain capital market products and processes, maintaining models and all related documents as well as reviewing proposed amendments to the Volcker rule
- Prepared, presented and worked with audit team for the IFRS 10 and IFRS 12 submissions
- Supported Variable Compensation and Global Markets Team
Finance Analyst
OMERS
Toronto, Canada
03.2018 - 09.2018
- Company Overview: Managed the overall budgets and deliverables for contract worth ~$120M
- Managed the overall budgets and deliverables for contract worth ~$120M, generating forecasts, monitoring performance metrics/KPIs and conducting variance analysis by engaging with internal stakeholders, cross-functional and multi-regional teams
- Instrumental in creating best in class financial tools and processes to automate time reporting and streamline processes, reduced reporting time by ~50% and error rate by ~70%
- Ensured financial change and audit control processes followed protocol and created appropriate audit trails for historical tracking purposes
- Engaged, prepared, distributed and presented variety of regular and ad-hoc management reports (actuals, forecast, trends, etc.) and project performance to Senior Leadership
- Managed the overall budgets and deliverables for contract worth ~$120M
Equity Research Associate
Etica Wealth Management
Mumbai, India
07.2015 - 11.2017
- Company Overview: Completed a thematic report on CGD (City Gas Distribution) sector
- Completed a thematic report on CGD (City Gas Distribution) sector covering listed companies like Indraprastha Gas Limited, Gujarat Gas Limited and Mahanagar Gas Limited (Indian companies)
- Conducted primary research to analyze expected gas distribution in India over the next 5 years by identifying the challenges in meeting the Government’s stated target of CGD to 11 states by FY22
- Built and forecasted financial models for Gas companies with special emphasis on CGD sector
- Created and maintained detailed financial models to assess credit risk and credit events, as well as periodic performance attribution and risk analysis
- Completed a thematic report on CGD (City Gas Distribution) sector
Finance Analyst
Microtel FZCO
Dubai, UAE
07.2015 - 11.2017
- Company Overview: Recorded, interpreted and reported financial information in support of monthly financial outlook
- Recorded, interpreted and reported financial information in support of monthly financial outlook
- Built financial models to evaluate and analyze the financial performance of Microtel group companies including ratio analysis and comparative analysis
- Prepared, evaluated and analyzed financial statements on quarterly basis for the group companies as per International Accounting Standards (IFRS)
- Formulated working capital management and Statement of cash flow on a daily basis for the shareholders as well as controlled and assisted in audit finalizations
- Prepared and presented KPIs (Key Performance Indicator) / MORs (Management operating reports) to the shareholders using PowerPoint and Power BI (Dashboard Reporting)
- Recorded, interpreted and reported financial information in support of monthly financial outlook
Education
CFA Charter holder -
01.2018
Member of Association of Chartered Certified Accountants (ACCA) -
01.2015
Bachelor of Science - Applied Accountancy
01.2011
Skills
- Financial reporting
- Financial analysis
- Working Capital management
- Cash Flow management
- Accounting systems
- Corporate governance
- Strategic business reviews
- IFRS
Languages
- English
- Hindi
Timeline
Finance Manager
TD Bank
05.2022 - Current
Senior Finance Analyst
TD Bank
09.2018 - 05.2022
Finance Analyst
OMERS
03.2018 - 09.2018
Equity Research Associate
Etica Wealth Management
07.2015 - 11.2017
Finance Analyst
Microtel FZCO
07.2015 - 11.2017
CFA Charter holder -
Member of Association of Chartered Certified Accountants (ACCA) -
Bachelor of Science - Applied Accountancy
Similar Profiles
Samiul ShaownSamiul Shaown
Product Operations Lead at TD Insurance, TD BANK GROUPProduct Operations Lead at TD Insurance, TD BANK GROUP
Ashley WidermanAshley Widerman
Team Manager II at TD Auto Finance, TD Bank NATeam Manager II at TD Auto Finance, TD Bank NA
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)