Twinkle Arora

• Reviewed statistical information to determine financial trends for use in investment planning.
• Led budgeting and reporting processes, ensuring alignment with strategic goals.
• Create different financial models via process analysis and bench-marking techniques Forecast quarterly and yearly profits.
• Examine and report on the prevailing financial status.
• Presented complex financial data to senior management, translating insights into actionable strategies for growth and risk mitigation.
• Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
• Maintain confidentiality of investment decisions and financial information.

• Verify and process all invoices and expenses for supported business partners, programs and projects, using knowledge of CIBC’s financial systems, CCIS org unit / sum point hierarchies and account structures. Complete online Coupa processes as required, including new vendor setup, indemnity bonds, and other online Coupa forms. Troubleshoot issues with invoices and expenses and work with PEP Support to resolve.
• Reporting for business operations, programs & projects - Prepare monthly Workday Learning registrations & payments reports including analysis to key points of contact in each SBU within established deadlines and with a high level of accuracy. Provide ad hoc reporting and commentary on program, project and operational financial results. Maintain an up-to-date knowledge of functional areas and remain aware of relevant org changes and developments within CIBC.
• Mailbox management - Share and manage a central mailbox with teammates while adhering to the established team mailbox guidelines. Answer all inquiries and process all invoices and expenses within 24 hours of receipt and ensure that standard and consistent replies are sent using discretion and keeping client experience at top of mind while handling all communications.
• Team support – Provide support to the Senior Financial Analyst for budget management and preparation of latest estimates, monthly reporting & analysis, GL reconciliations & investigations, contingent worker hours tracking & reporting, and month-end financial activities such as accruals, FTE adjustments and recalls entries. Provide team support on issue resolution, identify and recommend process enhancements and provide operational support during and after implementation.

• Built and maintained strong client relationships by actively engaging clients, understanding their financial goals, and offering tailored credit and financial product solutions.

• Assessed client creditworthiness and worked closely with the underwriting team to develop client proposals that met both client and organizational risk thresholds.

• Applied industry and company knowledge to create effective financial solutions that improved client satisfaction by 30%.

• Developed strategies to support clients with their financial needs while managing risk exposure through regular monitoring and financial reviews.

• Led a team of retail associates, fostering a customer-centric environment that contributed to a 15% increase in sales and enhanced operational efficiency.
• Trained and developed team members, enhancing skills in customer service, product knowledge, and compliance with company standards.
• Implemented risk management practices to ensure the safety and security of both staff and assets, reducing shrinkage by 10%.
• Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Attended industry events and conventions to explain sales opportunities.