FELCY MARY CASMIR
Edmonton,AB
Summary
Finance professional with 4 and half years of diverse experience spanning financial analysis, Customer service,
liquidity risk reporting, and international tax compliance. Experienced with handling customer interactions and resolving issues promptly. Utilizes communication and empathy to build strong customer relationships. Track record of maintaining high customer satisfaction and fostering loyalty. Spent 2 years as a Financial Analyst in the global financial markets, focusing on liquidity risk reporting and regulatory analysis, and 2 years supporting Canadian and U.S. tax compliance for globally mobile employees. Known for a strong analytical mindset, attention to detail, and a commitment to accuracy. Seeking to leverage this broad financial expertise in a challenging role within banking or financial analysis.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Customer Service Representative
CIBC
Edmonton, AB
07.2025 - Current
- Processed customer transactions efficiently, handling cash and electronic payments accurately.
- Assisted customers with account inquiries and provided information on banking products.
- Resolved customer issues promptly, enhancing overall satisfaction and loyalty.
- Managed daily cash drawer, ensuring accuracy in balancing at end of shifts.
- Collaborated with team members to ensure smooth operations during peak hours.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Identified sales opportunities and referred customers to branch partners in financial services.
Engagement Support Specialist
Vialto Partners Limited
London, ON
01.2023 - 06.2025
- Act as a key liaison between assignees, tax authorities, and tax advisors to facilitate seamless communication and ensure timely tax compliance.
- Support expatriates and inbound assignees through the lifecycle of their international assignment by coordinating pre-departure and post-arrival tax briefings.
- Collect, review, and manage tax-related data (e.g., payroll, relocation benefits, cost-of-living allowances) to ensure accurate reporting and filing across jurisdictions.
- Provide guidance on tax equalization, hypothetical withholding, and assignment-specific compensation structures in line with company mobility policies.
- Monitor tax filing progress and proactively follow up to ensure all obligations are met in home and host countries, minimizing risk of penalties or non-compliance.
- Partner with tax advisors to prepare and deliver annual tax returns, ensuring the correct application of double taxation treaties, exclusions, and deductions.
- Maintain detailed databases and case management systems to track assignee movements, assignment durations, and applicable tax thresholds.
- Educate assignees on compliance requirements, tax timelines, and their responsibilities through emails, calls, webinars, and documentation.
- Contribute to internal projects such as policy reviews, process automation, and cross-border data governance initiatives to streamline tax compliance support.
- Support year-end compensation reconciliation and provide documentation for income reporting and tax audit defense when necessary.
- Collaborate with internal teams such as Payroll, HR, and Immigration to ensure a cohesive and compliant global mobility experience.
Senior Financial Analyst
State Street HCL Services Limited
India
02.2020 - 08.2022
- Delivering Liquidity reports to clients on a regular basis for meeting regulatory requirements.
- Provided Risk reporting services by conducting analysis of data using tools like JIRA, SQL & various internal platforms.
- Perform risk management, monitoring market trends and review and maintain legal documents of clients.
- Perform risk assessment, research, and liquidity analyses of various financial products.
- Strong organization and analytical skills with good attention to detail.
- Assessing and monitoring liquidity risk related to client’s investment portfolio.
Education
Master of Business Administration -
Kerala University
Kerala, India07.2019
Bachelor of Commerce - Finance and Taxation
Kerala University
Kerala, India04.2017
Skills
- Documentation and Reporting
- Customer Service & Support
- Time Management & Multitasking
- Drive quality and process improvement initiatives
- Team Management
- Microsoft Office proficiency
- Communication
- Active Listening
- MS Tools
- Quantitative Analysis
- SQL
- Customer service
Languages
English
Full Professional
Certification
Investment Funds in Canada
Timeline
Customer Service Representative
CIBC
07.2025 - Current
Engagement Support Specialist
Vialto Partners Limited
01.2023 - 06.2025
Senior Financial Analyst
State Street HCL Services Limited
02.2020 - 08.2022
Bachelor of Commerce - Finance and Taxation
Kerala University
Master of Business Administration -
Kerala University