Athul Gireesh
Financial Analyst
Richmond,BC
Summary
Experienced professional adept in financial administration, collections, client engagement, and audit operations. Skilled in financial record management, accounts reconciliation, and delivering high-impact client sessions. Strong in building client relationships, ensuring compliance, and optimizing operational efficiency through proactive problem-solving and meticulous attention to detail.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Financial Analyst
Public Guardian & Trustee Of BC
05.2024 - Current
- Managing Financial Affairs: Responsible for overseeing the financial assets, liabilities, and income of vulnerable clients under PGT authority.
- Budget Management: Creating and managing budgets that ensure clients' financial obligations are met, including bill payments, care costs, and taxes.
- Asset Protection: Safeguarding clients' assets and investments while ensuring they receive necessary income streams (pensions, government benefits).
- Legal Compliance: Ensuring compliance with legal requirements regarding financial management and reporting.
- Client Advocacy: Acting in the best interests of clients, making decisions that promote their financial well-being and protect them from financial abuse.
Collections Contact Officer
Canada Revenue Agency
02.2024 - 04.2024
- Conducted Outreach to Debtors: Effectively notified debtors of overdue payments and accounts via telephone, mail, and registered mail, ensuring consistent follow-up in cases of non-response.
- Resolved Collection Issues: Successfully negotiated payment arrangements through phone communication and in-person visits, demonstrating strong problem-solving and negotiation skills.
- Recommended Actions: Assessed and advised on further actions or discontinuation of services for non-paying accounts, contributing to informed decision-making within the team.
- Debtor Tracing and Investigation: Utilized tracing techniques to locate debtors, contacting their friends, neighbours, relatives, and employers to gather necessary information.
- Correspondence and Reporting: Managed correspondence, prepared detailed reports, and maintained comprehensive records and files related to collection activities.
- Digital Account Management: Proficiently worked with online accounts and systems to streamline collection processes and ensure accurate record-keeping
Corporate Accounts Officer
The Public Guardian and Trustee
7 2022 - 02.2024
- Financial Reporting and Analysis: Compiled ad hoc financial reports, providing detailed expenditure analysis to senior budget analysts and managers.
- Payment Processing and Management: Accurately processed invoices, travel vouchers, purchasing card payments, and contract payments through ORACLE, gaining comprehensive knowledge of its various modules.
- Compliance and Review: Reviewed payment requests for compliance with Government, Ministry, and PGT policies, ensuring approvals and supporting documentation were in place.
- Records Management and Regulatory Knowledge: Maintained accurate financial records and developed expertise in the Financial Administration Act and core financial policies, supporting senior analysts with relevant historical data.
- Journal Vouchers and Expense Coding: Prepared journal vouchers, corrected expense allocations, and rectified coding errors from previous transactions.
- Communication Facilitation: Ensured effective communication between internal departments and external partners for seamless account operations.
Facilities Administrative Clerk
The Public Guardian and Trustee
04.2021 - 07.2022
- Correspondence Management: Received, identified, processed, and securely distributed all client and corporate correspondence, including legal documents and assets, in paper form and via the electronic document management system.
- Receivables Processing: Managed cash and cheque receivables on behalf of PGT clients and estates, ensuring compliance with PGT policies, procedures, and internal controls, and securing proper identification and processing within established service standards.
- Reception and Inquiry Handling: Handled incoming calls through the switchboard and assisted visitors at the Vancouver office reception, responding to routine inquiries or directing them to appropriate staff.
- Access and Safety Compliance: Distributed, returned, and logged temporary building access and parking cards in compliance with established safety policies and procedures.
- Records Management Support: Assisted the Records Technician in coordinating off-site storage, retrieval, and disposal of client file records according to records management standards and the PGT Operational Records Classification System (ORCS).
Relationship Manager
Vidyartha
11.2017 - 08.2018
- Strategic Planning and Execution: Strategized, planned, and executed engagement paths for each school in consultation with product heads, ensuring tailored approaches for different educational environments.
- High-Energy Sessions Delivery: Delivered dynamic and engaging sessions for students, including test analysis reports and counselling, to enhance their learning experience and academic performance.
- Issue Monitoring and Resolution: Carefully monitored client issues, proactively reaching out to provide immediate resolution and maintain high customer satisfaction.
- Relationship Building: Built and maintained strong relationships with new and existing clients, offering expertise and support to meet their needs and foster long-term partnerships.
Accounts Receivable Clerk
RM Education Solutions India Pvt Ltd
01.2017 - 07.2017
- Monthly Fiscal Statements: Tracked invoices, receipts, and deposit slips to generate accurate monthly fiscal statements.
- Account Reconciliation: Reconciled account information and reported figures in the general ledger by comparing them to bank account statements each month.
- Billing and Invoicing: Prepared billing statements and invoices for customer purchases, recording transaction dates, prices, and fees to ensure accuracy.
- Accounting Software Utilization: Leveraged computerized accounting software to create and maintain accurate customer account records.
- Accounts Receivable Management: Reconciled the accounts receivable ledger to verify payments and resolve variances, ensuring accurate financial records.
Audit Assistant
Krishnanayakam Associates
01.2014 - 01.2017
- Ledger Inspection and Financial Analysis: Inspected the general ledger for accuracy and gathered financial data to identify improvement opportunities.
- Audit Report Production and Recommendations: Produced and reviewed audit reports, advising the inspector general on audit recommendations and internal controls.
- Documentation Preparation: Prepared working papers, reports, and supporting documentation for audit findings, ensuring thorough and accurate records.
Education
MBA - Accounting and Finance
University Canada West
Vancouver, BC 10.2018 - 05.2020
B.com - Accounting and Finance
University of Kerala
Thiruvananthapuram, India 01.2010 - 05.2013
Skills
Communication
Accounting
Adminstrative Tasks
Invoicing and collections
Statutory Reporting
Ageing reports analysis
Fluent in [English, Hindi, Tamil, Malayalam]
Microsoft Office
Accounts Receivable
Bank Statement Reconciliation
Accounts Payable
Certification
Analyzing and Visualizing Data with Microsoft Excel
Timeline
Financial Analyst
Public Guardian & Trustee Of BC
05.2024 - Current
Collections Contact Officer
Canada Revenue Agency
02.2024 - 04.2024
Facilities Administrative Clerk
The Public Guardian and Trustee
04.2021 - 07.2022
MBA - Accounting and Finance
University Canada West
10.2018 - 05.2020
Relationship Manager
Vidyartha
11.2017 - 08.2018
Accounts Receivable Clerk
RM Education Solutions India Pvt Ltd
01.2017 - 07.2017
Audit Assistant
Krishnanayakam Associates
01.2014 - 01.2017
B.com - Accounting and Finance
University of Kerala
01.2010 - 05.2013
Corporate Accounts Officer
The Public Guardian and Trustee
7 2022 - 02.2024