Karim Benmoussa
Toronto,ON
Summary
Developed strong relationship management in fast paced environment with proven track record of delivering impactful results in client financial planning and investment strategies. Skilled in financial analysis, customer relationship management, and compliance with regulatory standards. Known for effective communication, problem-solving abilities, and results-driven mindset.
Overview
8
8
years of professional experience
Work History
Financial Services Representative
UEI FINANCIAL-Reliance Home Comfort
01.2025 - Current
- Managed sales transactions, invoicing, and financial reporting to ensure accuracy in revenue tracking.
- Analyzed customer purchasing trends to maximize sales potential and improve profitability.
- Exceeded sales and financial targets on a daily, weekly, and monthly basis.
- Educated customers on financial protection plans and service agreements to increase cross-sell opportunities.
- Conducted after-sales follow-ups to ensure payment completion and customer satisfaction.
- Maintained up-to-date knowledge of product pricing, service plans, and financial agreements.
Retail and wholesale/Manager
SAE SARL
04.2021 - 10.2024
- Managed the store's budget, leading to continuous improvement of financial results
- Ensured store compliance with operational processes and standards for both wholesale and retail sales
- Negotiated more than 150 contracts with vendors, securing advantageous terms for the organization
- Provided excellent customer service and support sales growth by 30% collaborating with the store team
- Controlled and evaluate daily operations
- Analyzed market trends and competitor activities, adjusting strategies as needed for continued success
Graduation Intern,Banking Supervision Department
Central Bank of Morocco
02.2020 - 06.2020
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations
- Performed an in-depth analysis of consolidated financial statements for both systemic and nonsystemic banks, focusing on the transition from IAS 39 to IFRS 9 accounting standards
- Contributed to the development of a study assessing the impact of IFRS 9 implementation on Moroccan banks
Intern, Financial Department
General Directorate of Taxes (DGI)
06.2019 - 08.2019
- Conducted consistency checks on tax returns
- Ensured consistency between declared turnover for corporation tax and VAT
- Selected about 40 expense items with exceptional increases for review
Intern, Fiduciary
FOGECOF
06.2018 - 08.2018
- Established bank reconciliation statements.
- Filed invoices and made accounting entries.
- Prepared VAT declarations.
Intern,commercial Assistant
XEROX
06.2017 - 08.2017
- Created about 100 client portfolios
- Prepared quotes and registered orders
- Provided after-sales services and dispute resolution
Education
M.D. - Finance And Accounting
08.2020
- Member of Human rights club, 2016 to 2019
High School Diploma -
08.2014
Skills
- Sage 50
- Microsoft Outlook
- Microsoft Access
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Word
- ODOO
- Financial services
- Quick learner
- Accounts receivable
- Payroll management
- Multitasking Abilities
- Team management
- Teamwork
- Multitasking and organization
- Financial software
- Customer relationship management
Languages
French
Native or Bilingual
English
Full Professional
Spanish
Elementary
Arabic
Native or Bilingual
Hobbies and Interests
- Outdoor Activities: Passionate about hiking and exploring nature trails.
- Fitness Enthusiast: Committed to maintaining physical and mental well-being through regular fitness routines.
- Motorcycle Ride: Active participant in group rides.
Timeline
Financial Services Representative - UEI FINANCIAL-Reliance Home Comfort
01.2025 - Current
Retail and wholesale/Manager - SAE SARL
04.2021 - 10.2024
Graduation Intern,Banking Supervision Department - Central Bank of Morocco
02.2020 - 06.2020
Intern, Financial Department - General Directorate of Taxes (DGI)
06.2019 - 08.2019
Intern, Fiduciary - FOGECOF
06.2018 - 08.2018
Intern,commercial Assistant - XEROX
06.2017 - 08.2017
National School of Business And Management - M.D., Finance And Accounting
Al IKHWA - High School Diploma,
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