Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Manushi Mehta

Toronto,ON

Summary

Finance professional with expertise in banking, auditing, and financial advising, complemented by a proven sales record across diverse sectors. Skilled in financial planning, client advisory, and internal audits, demonstrating strong analytical capabilities and a focus on results. Currently pursuing CFA Level III to enhance investment and financial analysis skills. Aiming to transition into an Analyst role to utilize extensive industry experience and analytical proficiency for strategic financial insights.

Overview

8
8
years of professional experience

Work History

Team Lead

Score Canada Ltd
Edmonton
10.2022 - 11.2024
  • Accumulated and leveraged industry knowledge to assess customer requirements and recommend tailored products, resulting in increased customer satisfaction and client retention.
  • Successfully engaged in proactive pricing analysis, forecasting revenue, as well as recommending actionable strategies for cost optimization and revenue growth.
  • Allocated resources effectively to ensure project completion within deadlines and budget.

Sales Administrator

Score Canada Ltd
Edmonton
05.2022 - 10.2022
  • Receiving, processing, as well as verifying the accuracy of sales orders from customers or the sales team.
  • Operated register, handled cash and processed credit card transactions.
  • Compiling and generating sales reports, including sales performance, order status, and inventory levels.
  • Assisted in developing pricing strategies for various products and services offered by the company.

Financial Advisor

Servus Credit Union
Edmonton
02.2020 - 09.2021
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Boosted sales and exceeded sales target by 120% employing consultative sales tactics and superior customer care.

Article Assistant

CA Vijay Moondra & Co.
Ahmedabad
07.2016 - 06.2018
  • Worked as a concurrent auditor for National (Union Bank of India) and Multinational banks (Shinhan Bank) and Companies.
  • Conducting systematic and timely examination of financial transaction on a regular basis to ensure accuracy and authenticity.
  • Ensure compliance with procedures and guidelines.
  • Preparing a report on the observations and financial position of the bank.
  • Carry out administrative work at the CA firm.
  • Successfully completed annual stock (Inventory) audit.
  • Experience in financial reporting, ensuring the accuracy and reliability of financial statements.
  • Showcased excellent written and verbal communication skills along with advanced excel knowledge for analysis of reports.

Education

CFA Level 3 Candidate

CFA Institute

Comprehensive Banking and Insurance Program - Banking And Finance

Gujarat Law Society University
India
06-2018

Bachelor of Commerce - Accounting

Gujarat Law Society University
India
06.2018

Skills

  • Financial modeling and forecasting
  • Business process optimization
  • Budgeting and cash flow
  • Advanced Excel functions
  • ERP systems management
  • Data analytics tools
  • Internal controls compliance
  • Client relationship management

Accomplishments

  • Conducted operational and financial audits across multiple departments, uncovering and helping mitigate high-risk areas, improving compliance by 20%
  • Led improvements to sales processes, streamlining workflows and implementing automation tools that reduced processing time by 30% and operational costs by 20%
  • Conducted operational and financial audits across multiple departments, uncovering and helping mitigate high-risk areas, improving compliance by 20%

Timeline

Team Lead

Score Canada Ltd
10.2022 - 11.2024

Sales Administrator

Score Canada Ltd
05.2022 - 10.2022

Financial Advisor

Servus Credit Union
02.2020 - 09.2021

Article Assistant

CA Vijay Moondra & Co.
07.2016 - 06.2018

CFA Level 3 Candidate

CFA Institute

Comprehensive Banking and Insurance Program - Banking And Finance

Gujarat Law Society University

Bachelor of Commerce - Accounting

Gujarat Law Society University

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Manushi Mehta