Bhanuja Sookur
Hamilton,ON
Summary
Aspiring chartered professional accountant(CPA) who has a passion for learning and adapting to new challenges. The technical, analytical, and communication skills that I have developed from my personal life, past working experiences, my current job, and university allow me to offer unique perspectives and innovative solutions to complex problems. With a deep understanding of accounting principles and regulations, I am committed to providing exceptional financial insights and support to individuals and businesses.
Overview
6
6
years of professional experience
Work History
Bilingual Technical Credit Analyst
Laurentian Bank of Canada
11.2020 - Current
- Worked closely with an external consulting firm to remediate more than 1500 loans to achieve the financial target of the bank
- Led initiatives in close collaboration with the mortgage team to achieve project objectives for over 100 loans and assisted clients in choosing the suitable mortgage option
- Assisted in the preparation and processing of client invoices, ensuring accurate and timely billing
- Collaborated with an external law firm to initiate legal actions against non-compliant clients, ensuring adherence to agreements
- Identified and analyzed risk factors of individual customers through an in-depth review of credit histories and financial statements.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
Bilingual Financial Services Representative
CI Investments-Assante Wealth Management
03.2020 - 11.2020
- Provide customers/advisors information regarding their registered accounts such as RRIF, RRSPs
- Assist advisors and clients by proposing solutions to address financial and investment objectives and other financial goals
- Ensure positive client experience by providing high-quality customer service to new and existing clients
- Record more than 60 inquiries and reports on Salesforce.
Bilingual Credit Analyst
Millennium 1 Solutions
08.2018 - 02.2020
- Approved or denied more than 100 loans based on financial status and credit histories
- Generated financial ratios, using computer programs to evaluate customers' financial status
- Worked with the fraud investigation team to optimize fraud identification through better models and updated trend analyses.
Education
Graduate Diploma - Accounting
McMaster University
Hamilton, ON07.2024
Bachelor of Commerce - Accounting Minor Innovation
McMaster University
Hamilton, ON04.2024
Business Management-Financial Services - Financial Services And Insurance
Humber College Institute of Technology And Advance Learning
Toronto, Ontario12.2018
Certification - French Language
Alliance Francaise
Mauritius12.2014
Skills
- Strong analytical and problem-solving abilities
- Proficient in Excel, Word & PowerPoint
- Team collaboration and relationship-building
- Strong written and verbal communication skills
- Excellent organizational and analytical skills
- Detail-Oriented
- Proficient in accounting software: SAP
- Proficient in financial statement analysis
Languages
English
French
Hobbies and Interests
- Travelling: India 2012, Canada 2017, Mauritius 2023, United Kingdom 2024, New York 2024
- Gastronomy: Favorite restaurant Scaddabush (Italian Restaurant)
Timeline
Bilingual Technical Credit Analyst
Laurentian Bank of Canada
11.2020 - Current
Bilingual Financial Services Representative
CI Investments-Assante Wealth Management
03.2020 - 11.2020
Bilingual Credit Analyst
Millennium 1 Solutions
08.2018 - 02.2020
Graduate Diploma - Accounting
McMaster University
Bachelor of Commerce - Accounting Minor Innovation
McMaster University
Business Management-Financial Services - Financial Services And Insurance
Humber College Institute of Technology And Advance Learning
Certification - French Language
Alliance Francaise
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