Summary
Overview
Work History
Education
Skills
Certification
Timeline
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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

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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
Ashwin Raj