Hirdika Khandelwal
Vancouver,Canada
Summary
Proven leader in financial consulting and client engagement, with a history of fostering strong relationships and exceeding sales targets at Scotiabank. Specializes in financial data analysis and cross-functional collaboration, achieving top 10% performance in BC & Yukon. Expert in leveraging technical expertise for business development, notably in healthcare and professional sectors.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Healthcare & Professional Specialist
Scotiabank
12.2023 - Current
- Advocated for a customer-centric strategy to enhance relationships with healthcare and professional clients.
- Provided tailored financial solutions for clinic acquisition, setup, and growth.
- Gained detailed insight into client operations, delivering personalized suggestions considering financial goals.
- Cultivated robust partnerships, ensuring client objectives were consistently met.
- Enhanced business development activities by engaging with centers of influence.
Senior Business Advisor
Scotiabank
08.2021 - 12.2023
- Established and nurtured strong relationships with Business clients enhancing satisfaction and loyalty
- Conducted Financial analysis and developed personalized financial plans to support clients in achieving their business objectives
- Developed in-depth knowledge of Scotiabank’s Financial products and proactively collaborated with cross-functional teams to benefit clients
- Consistently exceeded sales targets, contributing to the branch and partners
- Awarded as the Quarterly top performer (10%) in BC & Yukon in four consecutive quarters
Staff Accountant
Baker Tilly WM LLP
01.2021 - 08.2021
- Engaged with clients on a regular basis to understand their latest requirement; assisted them with improving financial structure and optimizing resources allocation
- Prepared returns for individual, corporation, including federal, and provincial tax returns, estimated payments, and extensions
- Conducted tax research and prepared memoranda regarding complex tax issues
- Prepare Financial Statements for clients based on their users’ needs like Financial Institutions and shareholders
Business Intelligence Analyst
Canada Revenue Agency
05.2019 - 12.2020
- Led a project involving Small – Medium business vendors for completeness of revenue reported
- Selected as CRA Student Ambassador, tasked with improving CRA presence on university campus
- Led presentations to potential candidates during the networking events
- Organized the First CRA open house for the Edmonton office
- Created and configured analytic dashboards in IBM Cognos
- Ensured compliance with established internal control procedures by examining records, reports, operating practices, and documentation
- Determining cases that are high risk and allocating high risk Files throughout Western Region to auditors
- Prepared the initial risk assessment by documenting tests and initial audit Findings
Education
CPA - PEP
CPA Canada
08-2021
Bachelor of Business Administration - Accounting
Northern Alberta Institute of Technology
Edmonton04.2020
Skills
- Comprehensive Financial Consulting
- Client Engagement Management
- Project Coordination
- Cross-Functional Collaboration
- Technical Expertise
- Financial Data Analysis
- Competitor analysis
- Business development
- Sales pipeline management
Accomplishments
- Small Business Top Performer Award - BC & Yukon (2022, 2023)
Certification
- Moody's Small business certificate
References
References available upon request.
Timeline
Healthcare & Professional Specialist
Scotiabank
12.2023 - Current
Senior Business Advisor
Scotiabank
08.2021 - 12.2023
Staff Accountant
Baker Tilly WM LLP
01.2021 - 08.2021
Business Intelligence Analyst
Canada Revenue Agency
05.2019 - 12.2020
CPA - PEP
CPA Canada
Bachelor of Business Administration - Accounting
Northern Alberta Institute of Technology
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