Lateesh Sharma
Surrey,BC
Summary
Diligent and detail-oriented financial professional adept in Financial Management, as well as Vendor Negotiation techniques. Proven track record of providing exemplary administrative support to finance and accounting teams, including meticulous organization of corporate credit card receipts and other invoices. Possesses strong communication and problem-solving abilities, contributing to a collaborative team environment. Proficient in Microsoft Office Suite, with a demonstrated history of achieving and surpassing objectives under tight deadlines.
Overview
14
14
years of professional experience
Work History
Financial Administrator
Logiciel Solutions Inc. ,Software Consulting Co.
05.2015 - Current
- Completed clerical and data entry tasks to optimize financial procedures.
- Reconciled accounts and investigated variances.
- Identified and corrected miscalculations and financial discrepancies to support quality assurance.
- Adept at conducting vendor assessments, including online research and quotation analysis, with a strong track record of securing cost-effective deals that yield significant savings for the company.
- Updated daily transaction records like credit card receipts, vendor invoices and online subscription bills for financial recording in Quickbooks Software.
- Actively engaged in the development and implementation of company policies pertaining to travel and meal reimbursements, with a commitment to clear and effective communication across the organization.
- Proficient in coordinating both domestic and international travel logistics for management and staff, ensuring smooth arrangements for annual meet-ups and conferences.
- Produced reports outlining latest financial information such as expenses, income and outstanding balances.
- Complied with established internal controls and policies.
Marketing and Operations Coordinator
Mentors, English, IELTS And Immigration Company
04.2012 - 05.2015
- Designed and updated course offerings to meet market needs and client expectations.
- Provided personalized consultation to clients advising on suitable course selections.
- Maintaining database of prospective clients and undertake cold calling and e-mails.
- Sourcing Student kits, academic and other engagement materials.
- Played a key role in sales and marketing strategies, including the creation of digital content and educational outreach to schools.
Financial Research Associate
Capital IQ
12.2009 - 10.2012
- Conducted in-depth financial research, extracting and analyzing key company information and update on Deal track Platform.
- Calculated deal multiples and enterprise value, understanding the nuances of M&A and Public Offerings.
- Mentored junior staff and coached peers to enhance team productivity and efficiency.
Education
Post Gradualte Diploma in Management - Finance
Birla Institute of Management Technology
Greater Noida, India05.2009
Bachelor of Arts - Economics Honours
Shri Ram College of Commerece
Delhi, India03.2007
Skills
Excellent Communication
Proficient in MS Office
Financial Administration Skills
Organizational Skills
Effective Time Management
Team Player
Languages
English
Full Professional
hindi
Full Professional
Punjabi
Professional Working
Timeline
Financial Administrator
Logiciel Solutions Inc. ,Software Consulting Co.
05.2015 - Current
Marketing and Operations Coordinator
Mentors, English, IELTS And Immigration Company
04.2012 - 05.2015
Financial Research Associate
Capital IQ
12.2009 - 10.2012
Post Gradualte Diploma in Management - Finance
Birla Institute of Management Technology
Bachelor of Arts - Economics Honours
Shri Ram College of Commerece
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