Devi Saha
Mississauga,Ontario
Summary
Dynamic finance professional with extensive experience at TIAA Global Business Service, specializing in financial management and reporting. Proven expertise in Oracle and financial analysis, coupled with strong communication skills. Successfully enhanced financial processes, driving productivity and accountability while meeting tight deadlines. Passionate about delivering exceptional client service and strategic insights.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Client Service Representative
CIBC Bank
Mississauga, Canada
11.2023 - Current
- Perform regular bank transactions like Cash and Cheque deposits, cash withdrawals, preparing Bank drafts, Global Money transfers, Business Deposits, Foreign Currency Exchange, Third party balance transfers
- Help clients manage their accounts and products
- Focus on the client experience and make interactions meaningful
- Connect clients to the right CIBC team members who can help them reach their goals
- Listen, ask questions, and put in the client’s shoes
- Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together
- Become a technology expert
- Share knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs
Associate-Finance Control
TIAA Global Business Service
Mumbai, India
09.2020 - 07.2023
- Working as a member of the Strategic Leadership Team for tactical & strategic recommendations in financial areas such as month-end, quarter-end, and year-end financial close processes for compensation, benefits, and equity plan accounting
- Spearheading the financial management in collaboration with the Business Unit CFO
- Preparing and reviewing equity, affiliate bonus, portfolio management work papers, monthly journal entries, and adjusting entries
- Reporting on the monthly financials and sharing various reports on a weekly/monthly basis to the global leadership
- Liaising with the company executives to review the financial results to meet the financial targets of the business unit
- Enhancing financial processes through initiatives geared towards lowering risk, heightening productivity & improving internal control; extensive knowledge of modern accounting/cost control systems, standards & statutory compliances
- Preparing & presenting the MIS and analysis reports to outline the financial data and help the management to prepare strategic plans & operational decisions
- Planning & executing monthly/quarterly/annual closure schedules, providing monthly financial statements and administering the monthly closing process
- Reviewing and reconciling complex general ledger accounts; researching and resolving reconciliation exceptions
- Preparing & distributing the internal reports & financial statements and coordinating the company's audits before the deadline dates
- Assisting in the preparation of Form 10-K, 10-Q, and several ad-hoc requests
- Highlight: Transitioned various complex processes from the US Team
Senior Analyst
Invesco Private Ltd.
Hyderabad, India
02.2019 - 09.2019
- Reviewed and prepared monthly journal entries such as Revenue Accounting, Payroll, Benefits (401K/403b), and Prepaid Expense allocation as per US GAAP
- Assisted with Balance sheet preparation and monthly account reconciliations and reviewing balance sheet reconciliation in Blackline
- Reviewed monthly close financial statements and journal entries prepared by Associates
- Assisted in internal and external auditing procedures to supply the necessary information and supporting documents to auditors
- Prepared variance analysis of Balance sheet and P&L accounts monthly, quarterly, and annually
- Reconciled assigned balance sheet accounts, researched issues resolving questionable items, and analyzed month-to-month variances
- Maintained all journal entries for internal and audit purposes and distributed monthly financials
Management Accountant
Deloitte Private
Hyderabad, India
12.2014 - 02.2019
- Recorded the financial transactions of a business in bookkeeping software like Receipt Bank, Xero, MYOB, or QuickBooks
- Steered Reconciliation of various transactions and made adjustments if any outstanding events
- Generated monthly, quarterly, or annual financial statements and reports detailing paid and unpaid invoices and other accounts receivable activity
- Developed and implemented an automated invoice feed for a large vendor to the accounts payable system to reduce processing time from weeks to days
- Prepared Month-end workbooks, Asset Registers, and GST reconciliations
UK-Corporate Tax Analyst
Ernst & Young
Bangalore, India
07.2013 - 08.2014
- Analyzing trial balance, reviewing financial statements, providing required documents, and preparing all corporate tax returns
- Maintain and reconcile all tax general ledger accounts and evaluate all account balances
- Analyze all accounting information and prepare workbooks coding incomes and expenses to the right code
Business Development Executive
SMC Global Investments & Advisors Ltd.
Bangalore, India
04.2012 - 06.2013
- Manage accounts and meet or exceed targets relating to revenue growth, activities, profit margin, a mix of products and services sales, customer retention, and customer acquisition
Education
Project Management
Algoma University
Mississauga, ON03-2025
Post Graduate Diploma in Management (PGDBM) - Finance
Mount Carmel Institute of Management
India01.2012
Bachelor of Business Management (BBM) - Finance
The Oxford College of Business Management
India01.2010
Skills
- Oracle
- Power BI
- PeopleSoft
- Blackline
- QuickBooks
- XERO
- Receipt Bank
- Microsoft Office (Excel)
- Microsoft Office (Word)
- Microsoft Office (PowerPoint)
- Project management
- Data analysis
- Financial analysis
- Budgeting
- Customer service
- Financial reporting
- Communication skills
- Banking operations support
Certification
- Canadian Investment Funds Course (CIFC)
- Certified in Six Sigma Green Belt and Yellow Belt
Languages
- English
- Hindi
- Bengali
Personal Information
- Toronto
- Mississauga
- Date of Birth: 07/18/87
Timeline
Client Service Representative
CIBC Bank
11.2023 - Current
Associate-Finance Control
TIAA Global Business Service
09.2020 - 07.2023
Senior Analyst
Invesco Private Ltd.
02.2019 - 09.2019
Management Accountant
Deloitte Private
12.2014 - 02.2019
UK-Corporate Tax Analyst
Ernst & Young
07.2013 - 08.2014
Business Development Executive
SMC Global Investments & Advisors Ltd.
04.2012 - 06.2013
Project Management
Algoma University
Post Graduate Diploma in Management (PGDBM) - Finance
Mount Carmel Institute of Management
Bachelor of Business Management (BBM) - Finance
The Oxford College of Business Management
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