KHUSHDEEP GOYAL
Vancouver, BC,
Summary
Customer-focused financial services professional with experience in client relationship management, banking transactions, and financial reporting. I am skilled in identifying member needs, delivering tailored financial solutions, and ensuring compliance with industry standards. CSC and CPH certified, with strong problem-solving, communication, and customer service abilities. Currently pursuing CFP designation to advance expertise in financial planning.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Customer Relationship Manager
Vancouver Meat Market
03.2024 - 08.2025
- Delivered excellent service to a diverse portfolio of wholesale and retail clients, consistently building trust and loyalty.
- Conducted needs assessments to recommend appropriate solutions, resulting in increased repeat sales and strong referral-based growth.
- Identified upselling and cross-selling opportunities, driving revenue growth while meeting client needs.
- Coordinated with operations and logistics to ensure accurate and timely fulfillment, strengthening reliability and compliance.
- Developed strategies to attract and retain new clients, improving market presence in the Vancouver region.
Senior Accountant
GS Kataria & Associates
09.2021 - 02.2024
- Managed client portfolios, overseeing financial reporting, budgeting, and forecasting with accuracy and compliance.
- Strengthening client trust by ensuring adherence to accounting standards and regulatory frameworks.
- Trained and mentored junior staff, improving accuracy and service delivery.
- Delivered in-depth financial analysis, aiding strategic decision-making processes.
- Supported clients with financial analysis and strategic advice, enabling better decision-making.
Accounting Assistant
GS Kataria & Associates
04.2019 - 09.2021
- Supported client service delivery by preparing reports and reconciling discrepancies in AP/AR.
- Assisted in year-end audits, ensuring compliance with external auditors.
- Handled financial data for nonprofit entities with accuracy and accountability.
Education
Master of Business Administration (MBA) - Finance
University Canada West
01.2025
Bachelor of Commerce(B.Com) - Finance
Punjabi University
01.2019
Skills
- Productivity: Member/Client Relationship Management, Sales & Product Referrals
- Data/Analysis: Financial Modelling, Forecasting, Variance Analysis, Power BI
- Technology & Systems: POS, CRM, MS Office Suite, Digital Banking Tools, QuickBooks, ERP, Access
- FIFO Inventory Management, MS Excel (advanced formulas), Banking Transactions & Cash Handling
Certification
- Canadian Securities Course (CSC)
- Conduct and Practice Handbook (CPH)
- LLQP
- Certified Financial Planner (CFP)- Candidate
- Inbound Sales Certification by HubSpot Academy
- Excel Fundamentals – Formulas for Finance from Corporate Finance Institute
- Introduction to Cybersecurity Issued by Cisco
Timeline
Customer Relationship Manager
Vancouver Meat Market
03.2024 - 08.2025
Senior Accountant
GS Kataria & Associates
09.2021 - 02.2024
Accounting Assistant
GS Kataria & Associates
04.2019 - 09.2021
Bachelor of Commerce(B.Com) - Finance
Punjabi University
Master of Business Administration (MBA) - Finance
University Canada West