Ashwin Raj
Trail,Canada
Summary
Enterprising financial planner successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Department Manager
No-Frills
Trail, B.C
04.2019 - 05.2022
- Performed statistical analyses to gather data for operational and forecast team needs.
- Introduced new methods, practices and systems to reduce turnaround time.
- Arranged sales incentives with store management and vendor representatives to reward deserving team members for exceeding expectations.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Prepared detailed reports for management to clarify existing trends, review sales and inventory data and support shrink minimization and safety awareness.
Store Clerk
No-Frills
Trail, B.C
01.2018 - 04.2019
- Assisted customer by locating items, processing payments and carrying out heavy purchases.
- Alternated goods in inventory by observing first-in and first-out approach to keep shelves organized and properly stocked.
- Answered customer questions and helped find specific items.
- Maintained accurate inventory records to provide data for use in audits and completion of order requests
Credit Analyst
Standard Chartered Bank
Chennai, India
05.2016 - 06.2017
- Conducted presentations to upper management and executive teams for loan recommendations.
- Assessed credit risk and analyzed financial statements.
- Improved understanding of financial statements, which helped in assessing risk.
- Placed customer accounts on hold due to past due payments.
Office Bookkeeper
Royal Financiers Mortgage Solutions
Kerala, India
05.2014 - 02.2016
- Eliminated errors in financial recordkeeping through careful forecasting and budget administration.
- Posted daily receipts and payments in accordance with corporate protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- Verified accurate recordkeeping processes, reducing financial inconsistencies.
Education
Canadian Securities Course - Canadian Securities
Canadian Securities Institute
04.2022 - 08.2022
PGDA - Accounting And Finance
Selkirk College
Castlegar, BC 08.2017 - 04.2019
BBA - E-Banking And Finance
University of Manipal
India 07.2011 - 04.2014
Skills
Benefits and Risks of Various Types of Securities
Capital Market
Company Analysis
Features
Industry and Economic Analysis
Securities Advice and Trading
Certification
Verified International Academic Qualification
Timeline
Canadian Securities Course - Canadian Securities
Canadian Securities Institute
04.2022 - 08.2022
Department Manager
No-Frills
04.2019 - 05.2022
Store Clerk
No-Frills
01.2018 - 04.2019
PGDA - Accounting And Finance
Selkirk College
08.2017 - 04.2019
Credit Analyst
Standard Chartered Bank
05.2016 - 06.2017
Office Bookkeeper
Royal Financiers Mortgage Solutions
05.2014 - 02.2016
BBA - E-Banking And Finance
University of Manipal
07.2011 - 04.2014