Canadian Chartered Professional Accountant (CPA), with international training and experience in accounting, business administration, strategic leadership and business development. Proactive leader with strengths in communication and collaboration with internal and external stakeholders alike . Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.
Overview
20
20
years of professional experience
Work History
Founder & CEO
Santo Catholic Mission
Alberta, Canada
02.2022 - Current
Initiated the development of 'SANTO' - A Catholic Payer & Meditation App intended to create, license, and digitally distribute Catholic media contents in over 50 languages.
Devised organizational vision, mission and foundational structure to facilitate early growth.
Coordinated with Catholic Clergy members, ministries, technology partners and content creators Worldwide in sourcing the Catholic contents from across the globe.
Established goals for soliciting funds, secured start-up funding and coordinated funds disbursements to meet the operational requirements of the Mission and complete the development of the Little Goodness Prayer App.
Established and oversaw strategic actions and streamlined operations of the Global Catholic Evangelization mission.
Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and policies.
Performed budget formulation work involving review and preparation of budget estimates and financial plans.
Financial Controller
Highland Feeders Ltd.
Alberta, Canada
06.2015 - 08.2022
Preparation and Reporting of various financial statements, financial budgets, reports and forecast models and effectively communicating with various stakeholders.
Perform internal audit of various financial records and reports prepared by accounting staff to assure the compliance with existing internal control standards and generally accepted accounting principles.
Collaborating with CEO in managing the organizational cash flow, cash flow forecasting, working capital management, budgetary control reviews, KPI analysis, operational performance reviews and provide strategic recommendations to support business objectives on a timely manner
Work with the external auditors in year-end auditing and annual operational reviews
Financial Analyst
Growing Power Hairy Hill LLP
Alberta, Canada
06.2014 - 05.2015
Analyzed financial data to identify financial trends, patterns and strategy and compiled information into reports.
Evaluated digital and physical financial information regarding areas of operations such as payroll, projects, expenditures and contract administration to assess budget requirements.
Collaborated with the Finance Controller in performing operational performance analysis, preparation of monthly financial statements, financial analysis, preparation of budgets and financial forecasts, KPI reviews, and effectively communicating the outcomes to the shareholders.
Generated financial reports to garner forecasting, trending and narrative results analysis for management.
Analyzed complex financial information to offer recommendations to management, driving decision-making.
Worked cross-functionally with internal departments to align and validate data inputs.
Bank Teller
TD Canada Trust Bank
Alberta, Canada
01.2013 - 06.2014
Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Welcomed customers and offered pleasant service during entire transaction.
Reconciled cash and checks against computer records at end of shift.
Responded and assisted customers with account inquiries and updates.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Explained bank services, financial products and applicable fees to customers.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Sales Associate
The Mobile Shop
Alberta, Canada
11.2012 - 04.2014
Selling of mobile phones and postpaid plans of various mobile networks in Canada including Bell, Telus, Rogers, Koodo, Fido and Virgin Mobile.
Provide customer service support for clients in upgrading their phone plans at the end of their contract terms
Get updated on the latest mobile phone models of various manufacturers like Samsung, Blackberry, Apple, Huawei etc. and introduce their features and characteristics to customers as a part of sales demonstrations.
Maintenance of stock ledger and fill in requisitions for inter-branch stock transfers
Reconcile the cash and inventory for the branch and submit reports to the Head Office at the end of each day
Helped customers find specific products, answered questions and offered product advice.
Faculty Member – Business & Management
Vidya Bharati Institute of Management & Technology
Kerala, India
03.2012 - 10.2012
Evaluated and graded students' classwork, papers and assignments to assess course success and student understanding of materials.
Helped students understand topics by initiating and moderating classroom discussions.
Met course and department instructional goals by integrating key competencies into lesson plans.
Cultivated collaborative and innovative learning environment to meet each student's unique educational needs.
Built life-long learning skills and strong study habits in students to help each prepare for higher-level education.
Consulted with administrative committees to discuss institutional policies, departmental matters and academic issues.
Developed new programs to provide student access for community business internships.
Retail Sales - Team Lead
Hutchison 3G UK Ltd
Cheshire, England
03.2010 - 02.2012
Developed attainable team sales goals and fostered relationships with clients and staff members.
Prioritized account management and sales processes by adapting to schedules, evolving product availability and maintaining deadline requirements.
Capitalized on opportunities for account growth and business development.
Identified sales objectives and set realistic expectations to convert prospects into clients and clients into partners.
Trained and developed new team members to improve product knowledge and selling abilities.
Processed payments and returned receipts, cash, coin and cards to customers.
Organized sales floor to keep products and displays presentable and in sellable condition.
Delivered quality customer service while cultivating client satisfaction and loyalty.
Retail Sales Associate
McColl's Retail Group
Cheshire, England
10.2008 - 02.2010
Greeted each customer and offered assistance in finding requested items, helping boost customer satisfaction and retention.
Helped customers by answering questions and locating merchandise.
Initiated friendly conversation with customers to determine level of assistance required.
Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
Followed company policies, rules and procedures to promote company goals and maintain safety.
Restocked shelves, racks and bins with latest merchandise and changed signage to promote special items.
Used product knowledge to suggest items to match client needs.
Assistant Manager - Department of Commerce
Triumphant Institute Of Management Education
Kerala, India
05.2008 - 09.2008
Organized schedules, workflows and shift coverage to meet expected business demands.
Delegated daily tasks to team members to optimize group productivity.
Collaborated with Department manager to develop strategies for achieving sales and profit goals.
Enforced company policies and procedures to strengthen operational standards across departments.
Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
Directed and led employees, supervising activities to drive productivity and efficiency.
Coached team members and delivered constructive feedback to promote better productivity and build confidence.
Associate Professor – Business & Management
ICFAI National College (INC)
Kerala, India
11.2006 - 04.2008
Integrated technology into regular classroom use for student engagement and learning.
Administered and graded tests and assignments to evaluate student performance and monitor progress.
Mentored and motivated students to increase class participation.
Maintained student engagement through creative subject delivery and learning activities.
Maintained students' attendance records, grades and reports in strict confidence.
Formulated well-structured syllabus of course content to detail learning goals and expected outcomes.
Built strong student rapport by driving classroom and online discussions and providing academic advisement.
Commodity & Stocks Dealer
Anand Rathi Financial Services Ltd
Kerala, India
06.2006 - 10.2006
Executed daily trading orders for clients on Commodities and Stocks in affiliated trading exchanges like National Commodity & Derivatives Exchange Limited (NCDEX) , BSE (Bombay Stock Exchange) ,NSE India (National Stock Exchange of India Ltd).
Conducted market research to remain up-to-date on laws, regulations and margins.
Analyzed daily margin calls and partnered with representatives to take necessary actions.
Reported on monthly trading activity and volumes for management teams.
Maintained current knowledge of state regulations for clearing platforms.
Financial Advisor
Tata AIG Insurance Company Limited
Kerala, India
07.2004 - 05.2006
Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
Communicated with clients to understand needs and identify best policies for each case.
Sold life insurance policies via telephone and assisted other agents with underwriting.
Calculated premiums and established payment methods.
Upsold products to policyholders and potential new clients.
Offered policy guidance and management to promote asset protection.
Pursued continued professional development through insurance workshops, course and webinars.
Education
Chartered Certified Accountant (ACCA) -
The Association of Chartered Certified Accountants
London, UK
09.2019
Chartered Professional Accountant -
Chartered Professional Accountants of Canada (CPA)
Alberta, Canada
10.2016
Certified General Accountant -
The Certified General Accountants of Canada (CGA)
Alberta, Canada
10.2016
National Eligibility Test - Eligibility Test For Assistant Professorship
The University Grants Commission (UGC)
New Delhi , India
06.2012
Master of Business Administration (MBA) - Finance
University of Chester
Cheshire, UK
03.2010
Diploma in Computerized Financial Accounting -
National Institute of Engineering
Kerala, India
06.2008
Diploma in Business Finance - Financial Analysis
Institute of Chartered Financial Analysts of India
Telangana, India
03.2008
Master of Commerce (MCom) - Accounting And Finance
Mahatma Gandhi University
Kerala, India
07.2006
Bachelor of Commerce (BCom) - Accounting And Finance
International English Language Testing System -IELTS in GENERAL Module -Test Centre- Liverpool, UK-Date of Exam - 16-April 2011-Overall Band Score- 7.5 (Listening -7-Reading -8-Writing -6.5-Speaking -7.5)-(No formal coaching/training attended prior to the EXAM)
International English Language Testing System -IELTS in ACADEMIC Module -Test Centre- Cochin, India-Date of Exam - 05-JUNE 2008- Overall Band Score- 7 (Listening -7-Reading -6.5-Writing -6.5-Speaking -8) -( No formal coaching/training attended prior to the EXAM)
Completed TALLY Certified Professional program from TALLY Solutions, Cochin, India in October 2007.
Completed National Stock Exchange's Certification in Financial Markets(NCFM) with a total score of 86.25% in October 2006.
Completed Certificate Program in 'Money Banking and Finance from The Institute of Chartered Financial Analysts of India (ICFAI) Business School , Cochin, India in January 2006.
Completed Certificate Program in Life Insurance from Insurance Regulatory and Development Authority of India (IRDA) in September 2006.
Completed various academic and professional development trainings, online and in class courses, seminars and workshops in India, England and Canada over the years.
Timeline
Founder & CEO
Santo Catholic Mission
02.2022 - Current
Financial Controller
Highland Feeders Ltd.
06.2015 - 08.2022
Financial Analyst
Growing Power Hairy Hill LLP
06.2014 - 05.2015
Bank Teller
TD Canada Trust Bank
01.2013 - 06.2014
Sales Associate
The Mobile Shop
11.2012 - 04.2014
Faculty Member – Business & Management
Vidya Bharati Institute of Management & Technology
03.2012 - 10.2012
Retail Sales - Team Lead
Hutchison 3G UK Ltd
03.2010 - 02.2012
Retail Sales Associate
McColl's Retail Group
10.2008 - 02.2010
Assistant Manager - Department of Commerce
Triumphant Institute Of Management Education
05.2008 - 09.2008
Associate Professor – Business & Management
ICFAI National College (INC)
11.2006 - 04.2008
Commodity & Stocks Dealer
Anand Rathi Financial Services Ltd
06.2006 - 10.2006
Financial Advisor
Tata AIG Insurance Company Limited
07.2004 - 05.2006
Chartered Certified Accountant (ACCA) -
The Association of Chartered Certified Accountants
Chartered Professional Accountant -
Chartered Professional Accountants of Canada (CPA)
Certified General Accountant -
The Certified General Accountants of Canada (CGA)
National Eligibility Test - Eligibility Test For Assistant Professorship
The University Grants Commission (UGC)
Master of Business Administration (MBA) - Finance
University of Chester
Diploma in Computerized Financial Accounting -
National Institute of Engineering
Diploma in Business Finance - Financial Analysis
Institute of Chartered Financial Analysts of India
Master of Commerce (MCom) - Accounting And Finance
Mahatma Gandhi University
Bachelor of Commerce (BCom) - Accounting And Finance