Eric Pandry
Markham,ON
Summary
Aspiring CPA with extensive experience in managing accounting needs for private and public clients. Proficient in adhering to optimal practices and current regulations while delivering tailored financial solutions. Demonstrated success in promoting financial products and assessing client backgrounds to meet diverse needs. Strong planning, organizational, and communication skills enhance client interactions and service delivery.
Overview
2
2
years of professional experience
Work History
Client Advisor Bilingual (CMO)
RBC
11.2025 - Current
- Assisted customers with inquiries regarding account activity and balances.
- Provided support for the implementation of new systems and processes related to cash management activities.
- Monitored compliance with internal control procedures related to cash management activities.
- Responded to customer inquiries via phone, email, or mail promptly and courteously.
- Managed the transfer of funds between different banks as required.
Financial Fraud Advisor
Public Service Credit Union
03.2024 - 01.2025
- Managed high-volume member interactions, handling 50+ inbound calls daily to assist U.S. and Canadian members with membership services, including account openings, PIN resets, card cancellations, and account closures.
- Utilized QuickBooks and Salesforce to process and reconcile 30+ client payments and business transactions each day, ensuring accuracy and timeliness.
- Implemented comprehensive CRM strategies that enhanced member loyalty, achieving a 10% increase in retention within the loyalty program over a 3-month period.
Education
Graduate Certificate - Fraud examination and forensic accounting
Seneca college
Toronto, ONGraduate Certificate - Professional accounting practice
Seneca college
Toronto, ONCertificate - Business analytics
Johns Hopkins
Baltimore, MDCertificate - Financial forensics and fraud investigation
West Virginia University
west virginiaSkills
- Bilingual (French and English)
- Microsoft Office Suite
- Power BI
- Technical support
- Time management
- QuickBooks proficiency
- Account reconciliation
- Data entry accuracy
- Effective communication
- Cash management
Timeline
Client Advisor Bilingual (CMO)
RBC
11.2025 - Current
Financial Fraud Advisor
Public Service Credit Union
03.2024 - 01.2025
Graduate Certificate - Fraud examination and forensic accounting
Seneca college
Graduate Certificate - Professional accounting practice
Seneca college
Certificate - Business analytics
Johns Hopkins
Certificate - Financial forensics and fraud investigation
West Virginia University