Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Work Availability
Work Preference
Certification
Interests
Timeline
Hi, I’m

CHARMI MEHTA

Toronto,ON
I believe consistent execution and clear communication are the foundation of successful operations
CHARMI MEHTA

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
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Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full TimePart TimeContract Work

Location Preference

RemoteHybridOn-Site

Important To Me

Work-life balanceCompany CultureCareer advancementWork from home optionPaid time offPersonal development programsFlexible work hoursHealthcare benefitsPaid sick leaveTeam Building / Company Retreats4-day work week

Certification

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
CHARMI MEHTA