Hi, I’m
CHARMI MEHTA
Toronto,ON
I believe consistent execution and clear communication are the foundation of successful operations
Summary
Performance-driven professional with over 10 years of experience in consulting, operational and administrative support for various industries and nonprofit organizations. Demonstrated ability to enhance client success and retention through tailored solutions that address unique needs. Strong collaborator with a proven history of executing projects efficiently and meeting tight deadlines.
Overview
17
years of professional experience
Work History
H&R Block
Consultant
09.2024 - 04.2025
Job overview
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Established strong professional reputation through exceptional customer service and commitment to excellence in all aspects of work performance.
- Enhanced client relationships through proactive communication and personalized financial advice.
- Managed high-volume caseloads, prioritizing tasks effectively to meet strict deadlines consistently.
Deloitte
Operations & Client Service Specialist
08.2017 - 05.2024
Job overview
- Managed multiple client relationships, building credibility and delivering effective solutions.
- Supported and led internal divisional projects to enhance overall development efforts.
- Facilitated client meetings and maintained ongoing status calls for project updates.
- Acted as escalation point for client inquiries related to donor databases and reporting issues.
- Liaised with donation processing and programming teams to ensure compliance with operational standards.
- Oversaw data management for clients, ensuring quality assurance for reports and migrations.
- Maintained detailed documentation of client interactions for efficient team collaboration.
- Evaluated operational processes to identify optimization opportunities and propose improvements.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
H&R Block
Client Service Professional & Tax Associate
01.2017 - 05.2017
Panera Bread
Customer Service and Cashier
06.2016 - 07.2016
Visa Track Consultancy
Senior Consultant
06.2012 - 12.2015
Zydus Pharmaceutical Ltd
Administrative Assistant
01.2010 - 04.2012
Pharmalink India Pvt. Ltd
Data Coordinator
04.2008 - 10.2009
Education
H&R Block
Certification in Tax Program Level-1
Gujarat University
Master of Business Administration from Finance
01.2007
Som-Lalit College of Commerce
Bachelor of Commerce
01.2005
Skills
- Critical thinking and problem solving
- Project coordination
- Organizational skills
- Raiser's Edge proficiency & Fundraising Data Mgt
- Financial Analysis
- Microsoft Office Suite expertise
- Interpersonal communication
- Written and verbal communication
- Report analysis and documentation
- Expense management
- Adaptability and multitasking
- Issue management and resolution
- Time management and prioritization
- Calendar organization
- Strong work ethic
- Data analysis skills
- Continuous improvement strategies
- Attention to detail
- Detail-oriented mindset
Inventory oversight
Administrative management
Conflict mediation
Quality assurance
Scheduling coordination
Compliance management
Customer relations
Customer relationship development
Accomplishments
- Collaboration with production and technical teams to redesign the workflow processes, reducing turn around time by 25%
- Detected and corrected a recurring trades within non-profit organizations and developed a report for maintaining records and accuracy of database, improving data extraction, report generation, speed and accuracy of reporting
- Redesigned daily scheduling process, reducing project delays by 30% and increasing on-time task completion
- Implemented a new inventory tracking system that cut stock discrepancies by 40% and improved reorder accuracy
- Served as liaison between production, technical teams and clients, streamlined communication and reducing turnaround time on key tasks by 20%
- Created standardized business documentations and operations guide
- Managed a portfolio of 150+ high value clients, contributing to a 15% increase in customer satisfaction scores
- Received the Net Promoter Score (NPS) Award in recognition of exceptional client satisfaction and service quality. Contributed to a significant increase in customer loyalty and advocacy through consistent, high-impact support, efficient issue resolution, and strong client relationship management.
Languages
English
Bilingual or Proficient (C2)
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract WorkLocation Preference
RemoteHybridOn-SiteImportant To Me
Work-life balanceCompany CultureCareer advancementWork from home optionPaid time offPersonal development programsFlexible work hoursHealthcare benefitsPaid sick leaveTeam Building / Company Retreats4-day work weekCertification
First AID & CPR/AED Level C
Interests
Community Engagement & Volunteering
Travelling
Event Planning & Coordination
Learn tools for Better Workflows
Personal & Professional Growth
Creative Problem Solving
Timeline
Consultant
H&R Block
09.2024 - 04.2025
Operations & Client Service Specialist
Deloitte
08.2017 - 05.2024
Client Service Professional & Tax Associate
H&R Block
01.2017 - 05.2017
Customer Service and Cashier
Panera Bread
06.2016 - 07.2016
Senior Consultant
Visa Track Consultancy
06.2012 - 12.2015
Administrative Assistant
Zydus Pharmaceutical Ltd
01.2010 - 04.2012
Data Coordinator
Pharmalink India Pvt. Ltd
04.2008 - 10.2009
Gujarat University
Master of Business Administration from Finance
Som-Lalit College of Commerce
Bachelor of Commerce
H&R Block
Certification in Tax Program Level-1
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