Lavina Tarachandani
Oshawa,ON
Summary
Resourceful Financial Analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.
Overview
4
4
years of professional experience
Work History
Financial Analyst
CAA Club Group
Oshawa, Ontario
11.2023 - Current
- Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
- Provided guidance on investment decisions based on current economic trends and forecasts.
- Participated in quarterly earnings calls and prepared materials for investor relations.
- Assessed company investment potential by examining historical trends, current activities and stated plans.
- Prepared monthly, quarterly and annual financial reports for management review.
Financial Representative
AMEX GBT
Oshawa, Ontario
10.2021 - 10.2023
- Analyzed customers' existing policies and recommended changes or additional coverage.
- Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
- Worked collaboratively with stakeholders to discuss new projects, supplies and initiatives for determining impact on purchasing and production activities.
- Forecasted generation costs, market prices and demand to make accurate trading decisions.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
Education
BBA - Accounting
University of Mumbai
India06-2014
Skills
- Financial analysis
- Portfolio management
- Investment research
- Economic forecasting
- Financial reporting
- Data analysis
Timeline
Financial Analyst
CAA Club Group
11.2023 - Current
Financial Representative
AMEX GBT
10.2021 - 10.2023
BBA - Accounting
University of Mumbai
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