Akshay Gandhi
Calgary,Canada
Summary
Knowledgeable Financial Planner/Coordinator with solid background in financial coordination and expertise in budget management, financial reporting, and accounts reconciliation. Successfully streamlined financial processes and enhanced accuracy in reporting. Demonstrated strong analytical skills and effective communication to support team collaboration and achieve organizational goals.
Overview
12
12
years of professional experience
Work History
Student Finance Planner
MCG Career College
07.2024 - Current
- Provide guidance and advice to students and families regarding financial aid programs, eligibility requirements, and application processes.
- Assess students' financial needs and develop personalized financial plans to fund their education.
- Assist students in completing financial aid applications.
- Evaluate students' financial aid packages, review award letters, and explain the terms and conditions associated with each type of financial assistance.
- Educate students about the long-term implications of borrowing and help them make informed decisions regarding student loans.
- Stay updated on changes in financial aid policies, regulations, and scholarship opportunities.
- Collaborate with other departments and offices within the educational institution to provide comprehensive support to students.
- Maintain accurate records of student interactions and financial aid documentation.
- Address students' inquiries, concerns, and complaints related to financial aid.
Financial Coordinator
CDI College
10.2023 - 07.2024
- Working with students to develop payment and financial assistance plans incorporating government funding, College scholarships and personal resources
- Managing the day-to-day financial operations of the campus
- Continuously analyzing campus financial data to guarantee responsiveness to issues
- Working with students to ensure appropriate funding is secured
- Supporting the administrative functions of the campus to enhance the student experience
- Ensuring compliance with internal and external policies, procedures, and standards
- Acting in a manner that upholds the College standards
- Providing information, guidance, and assistance to students on funding and the financial aid application process
- Managing the financial aid application processes for the campus
- Accounts receivable & payable
Financial Administrator (Research Accounting)
University of Calgary
03.2023 - 08.2023
- Performing various daily, weekly, and monthly reconciliations as required
- Generate, review and post journal entries related to payroll and benefits
- Perform Account analysis as required
- Prepare other general entries as required
- Approved journal entries within approval threshold
- Liaise with Financial Reporting staff to ensure university financial reporting requirements are understood and work in consistent performed in such a way to support accurate, timely and meaningful reporting
- Contribute to ongoing improvement to the universities financial system and processes
Financial Administrator
CDI College
04.2022 - 01.2023
- Working with students to develop payment and financial assistance plans incorporating government funding, College scholarships and personal resources
- Managing the day-to-day financial operations of the campus
- Continuously analyzing campus financial data to guarantee responsiveness to issues
- Working with students to ensure appropriate funding is secured
- Supporting the administrative functions of the campus to enhance the student experience
- Ensuring compliance with internal and external policies, procedures, and standards
- Acting in a manner that upholds the College standards
- Providing information, guidance, and assistance to students on funding and the financial aid application process
- Managing the financial aid application processes for the campus
Student Financial Planner
CDI College
01.2021 - 04.2022
- Provide guidance and advice to students and families regarding financial aid programs, eligibility requirements, and application processes
- Assess students' financial needs and develop personalized financial plans to fund their education
- Assist students in completing financial aid applications
- Evaluate students' financial aid packages, review award letters, and explain the terms and conditions associated with each type of financial assistance
- Educate students about the long-term implications of borrowing and help them make informed decisions regarding student loans
- Stay updated on changes in financial aid policies, regulations, and scholarship opportunities
- Collaborate with other departments and offices within the educational institution to provide comprehensive support to students
- Maintain accurate records of student interactions and financial aid documentation
- Address students' inquiries, concerns, and complaints related to financial aid
Accountant
Money Mind Solutions
01.2017 - 01.2020
- Manage all accounting transactions
- Prepare budget forecasts
- Publish financial statements in time
- Handle monthly, quarterly, and annual closings
- Reconcile accounts payable and receivable
- Ensure timely bank payments
- Compute taxes and prepare tax returns
- Manage balance sheets and profit/loss statements
Process & Communication Trainer
DELL
01.2013 - 01.2016
Education
MBA -
Subharti University
India01.2020
Bachelor of Commerce -
SMU University
01.2017
Skills
- Time Management
- Financial document review
- Accounting management
- Accounts receivable management
- Critical & Analytical Thinking
- Communications
References
References will be provided upon request.
Timeline
Student Finance Planner
MCG Career College
07.2024 - Current
Financial Coordinator
CDI College
10.2023 - 07.2024
Financial Administrator (Research Accounting)
University of Calgary
03.2023 - 08.2023
Financial Administrator
CDI College
04.2022 - 01.2023
Student Financial Planner
CDI College
01.2021 - 04.2022
Accountant
Money Mind Solutions
01.2017 - 01.2020
Process & Communication Trainer
DELL
01.2013 - 01.2016
MBA -
Subharti University
Bachelor of Commerce -
SMU University
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