Kartik Joshi
Cornwall,ON
Summary
Finance professional with expertise in SAP and project management, skilled in analysis and communication, seeking opportunities in finance and operations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
Bank of Montreal
Cornwall, Ontario
02.2024 - Current
- Handle account services, cross-sell products, and ensure customer satisfaction.
- Meet sales goals, provide reliable service, and perform teller duties with professionalism.
Customer Sales Representative
Virgin Plus
Cornwall, ON
07.2023 - 11.2023
- Guided customers on products, resolved issues, and suggested add-ons.
- Quickly solved complex customer problems using problem-solving skills.
Electronics & Photo Centre Associate
OSL Retail Services
Cornwall, ON
10.2022 - 07.2023
- Assist customers with inquiries and product selection in electronics or photos.
- Update on trends, promote offers, and explain product features.
Bookkeeper
Jaipur Caterers
Jaipur, Rajasthan
06.2014 - 08.2022
- Maintain financial records, account reconciliation, report generation.
- Auditor support, budget assistance, financial analysis.
Payments Processing Analyst
Deutsche Bank
Jaipur, Rajasthan
06.2021 - 07.2022
- Adhere to processing timelines and procedures, report issues, and complete EOD tasks.
- Update procedures and maintain training records on schedule.
Financial Analyst
Deutsche Bank
Jaipur, Rajasthan
11.2020 - 05.2021
- Deliver precise audit positions
- Verify details using multiple applications, requesting trade tickets as needed
Accounts Payable /Accounts Receivables Account Executive
Lenskart.com
Faridabad, Haryana
12.2019 - 03.2020
- Process refunds, post month-end entries, and manage customer complaints.
- Clear and post bills, organize daily bills in Excel, handle month-end entries.
Summer Intern
NBC
Jaipur, Rajasthan
07.2018 - 09.2018
- Handle accounts payable/receivable and payment processing.
- Verify and execute various payments via SAP.
Education
Project Management Graduate Certificate -
St. Lawrence College
Cornwall, ON01.2023
Supply Chain Management Graduate Certificate -
St. Lawrence College
Cornwall, ON01.2023
Master's in business administration -
R.A. Podar Institute of Management
Jaipur, Rajasthan01.2019
Bachelor's in business administration -
S.S. Jain Subodh P.G. College
Jaipur, Rajasthan01.2017
Skills
- Financial Analysis
- SAP
- Budget Planning
- Regulatory Compliance
- Portfolio Optimization
Extracurricular Activities
Participated in Mock Stock Event in R.A. Podar Institute of Management Independently organized an annual giving event to support poverty reduction cause in Jaipur, Rajasthan
Training
Certificate in Introduction to Financial Modeling
Certification
- Certificate in Introduction to Financial Modeling | Udemy
- Canadian Investment Funds Course|IFSE
Languages
English
Professional
Hindi
Professional
Gujarati
Elementary
Punjabi
Elementary
German
Elementary
French
Elementary
Accomplishments
• Participated in Mock Stock Event in R.A. Podar Institute of Management
• Independently organized an annual giving event to support poverty reduction cause in Jaipur, Rajasthan
Timeline
Personal Banking Associate
Bank of Montreal
02.2024 - Current
Customer Sales Representative
Virgin Plus
07.2023 - 11.2023
Electronics & Photo Centre Associate
OSL Retail Services
10.2022 - 07.2023
Payments Processing Analyst
Deutsche Bank
06.2021 - 07.2022
Financial Analyst
Deutsche Bank
11.2020 - 05.2021
Accounts Payable /Accounts Receivables Account Executive
Lenskart.com
12.2019 - 03.2020
Summer Intern
NBC
07.2018 - 09.2018
Bookkeeper
Jaipur Caterers
06.2014 - 08.2022
Project Management Graduate Certificate -
St. Lawrence College
Supply Chain Management Graduate Certificate -
St. Lawrence College
Master's in business administration -
R.A. Podar Institute of Management
Bachelor's in business administration -
S.S. Jain Subodh P.G. College
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