Dhrumil Mehta
Financial Planning Student
Toronto,ON
Summary
Communicative Financial Planning Analyst with experience in accounting and analysis reporting. Proficient in NaviPlan and Microsoft Excel. Ethical and meticulous professional with extensive knowledge of forecasting techniques, budgeting and financial processes. Committed to producing desirable results with minimal or zero supervision.
Overview
1
1
year of professional experience
4
4
years of post-secondary education
Work History
Support Staff Member
El Catrin Distilleria
Toronto, Ontario
07.2022 - Current
- Competence in working as a team in a multi-cultural environment
- Greeted and checked in guests at front desk for appointments.
- Communicated with clients on behalf of staff to relay messages and information.
Digital Marketing Officer
Grapdes Media
Remote
10.2021 - 03.2022
- Gathered campaign results and developed reporting dashboard to illustrate campaign effectiveness.
- Brainstormed content marketing strategies based around client's business goals, existing content and chosen key performance indicators.
Financial Accounting Intern
Pooja Traders
Mumbai, India
09.2019 - 02.2020
- Balanced and submitted financial reports for review and approval.
- Interacted with clients and obtained cost and budget information to draft and manage accounts.
- Developed technical knowledge through combination of workplace learning and formal study.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
Social Media Intern
Ideate Labs
Mumbai, India
05.2019 - 08.2019
- Assisted team with various marketing projects that would engage new leads and potential customers.
- Tracked social media engagement to identify high-performing ideas for campaigns.
- Responded to comments, posts and questions from various channels.
- Analyzed trends in social media posts and followers to maximize views.
Education
Canadian Securities Course -
Canadian Securities Institute
Toronto, ON 08.2022 - Current
Graduate Certificate - Financial Planning Services
Conestoga College
Kitchener, Ontario 05.2022 - Current
Bachelor of Commerce - Accounting And Finance
The University of Mumbai, NM College of Commerce
Mumbai 06.2018 - 05.2021
Certified Digital Marketer -
Indian Institute of Digital Education (IIDE)
11.2018 - 05.2019
Skills
Brand Positioningundefined
Timeline
Canadian Securities Course -
Canadian Securities Institute
08.2022 - Current
Support Staff Member
El Catrin Distilleria
07.2022 - Current
Graduate Certificate - Financial Planning Services
Conestoga College
05.2022 - Current
Digital Marketing Officer
Grapdes Media
10.2021 - 03.2022
Financial Accounting Intern
Pooja Traders
09.2019 - 02.2020
Social Media Intern
Ideate Labs
05.2019 - 08.2019
Certified Digital Marketer -
Indian Institute of Digital Education (IIDE)
11.2018 - 05.2019
Bachelor of Commerce - Accounting And Finance
The University of Mumbai, NM College of Commerce
06.2018 - 05.2021
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