Adithya Puthalath
Nanaimo,Canada
Summary
Finance professional with in-depth knowledge of Canadian investment funds, certified through the Investment Funds in Canada (IFC) program from the Canadian Securities Institute, and currently pursuing the Financial Planner certification from the same institution. My expertise spans financial management, customer service, and data-driven decision-making, built on experience as a Finance Executive and formal training in Big Data Analytics. Proficient in advanced Excel, financial modeling, and Tableau, I excel in optimizing financial processes and delivering actionable insights. With a strong background in finance, including leadership roles and customer-facing environments, I bring a results-oriented approach to roles demanding analytical precision, strategic planning, and service excellence.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Online Grocery & Loss Prevention Associate
Walmart Canada
06.2023 - Current
- Customer Service Excellence: Achieved one of the highest pick and dispense rates in the team, contributing to improved customer satisfaction and a higher NPS score
- Consistently encouraged customer feedback to enhance service standards
- Operational Efficiency: Optimized order fulfillment by designing efficient pick paths for associates, reducing processing times and increasing productivity
- Inventory Accuracy & Loss Prevention: Conducted regular audits and collaborated with the asset protection team to identify and address inventory discrepancies, safeguarding company assets and minimizing shrinkage
- Proficiency in Managerial Applications: Utilized G-Scope, Tableau, and Mobile Office to support inventory management, data analysis, and process improvement, contributing to accurate reporting and operational efficiency across departments
Finance Executive
Learn2Read
05.2020 - 04.2023
- Payroll and Compensation Management: Spearheaded payroll processing for over 120 employees, ensuring timely, accurate, and compliant payroll disbursements with a 99% error-free rate over three years
- Implemented automation processes that reduced payroll processing time by 40%, significantly enhancing operational efficiency
- Financial Reporting and Analysis: Maintained and reconciled monthly profit and loss statements, providing insights that contributed to a 15% reduction in overhead costs
- Supported management with detailed financial analyses that guided strategic budgetary decisions, leading to a 10% increase in company profitability
- Process Improvement in Financial Operations: Led the deployment of an HR and payroll automation system, minimizing manual intervention and reducing payroll discrepancies by 30%
- This improvement enhanced data accuracy and streamlined reporting, allowing for faster access to critical financial information
- Issue Resolution and Compliance: Investigated and resolved payroll-related inquiries promptly, ensuring compliance with regulatory standards
- Effectively managed tax filings and benefit calculations, achieving 100% compliance and avoiding any regulatory penalties
Internship
TK Mennon and Co. Chartered Accountants
07.2019 - 08.2019
- I gained hands-on experience in accurate financial record-keeping, assisting with bookkeeping and ensuring compliance with accounting standards
- Additionally, I supported tax filing processes and conducted basic financial analyses, developing foundational skills in tax policy, reporting, and data interpretation
Education
PGDM - Business Analysis
Fanshawe College
London, ON12-2024
Big Data Analytics -
York University
Toronto, ON06-2024
Bachelors - Finance
St. Joseph College Devagiri
Kozhikode, India04-2022
Skills
- Canadian Investment funds
- Financial Accounting & Analysis
- Compliance
- Advanced Excel
- Financial Modeling
- Payroll & Taxation Management
- Data Analysis & Visualization (Tableau)
- Financial Transaction Processing
- Customer Service & Process Improvement
- Cash Transactions
Certification
- Investment Funds in Canada (IFC)
- Advanced Excel
- Income Tax and GST filing
- Financial Markets and Services
Timeline
Online Grocery & Loss Prevention Associate
Walmart Canada
06.2023 - Current
Finance Executive
Learn2Read
05.2020 - 04.2023
Internship
TK Mennon and Co. Chartered Accountants
07.2019 - 08.2019
- Investment Funds in Canada (IFC)
- Advanced Excel
- Income Tax and GST filing
- Financial Markets and Services
PGDM - Business Analysis
Fanshawe College
Big Data Analytics -
York University
Bachelors - Finance
St. Joseph College Devagiri
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