Microsoft 365
Hi, I’m
Nadiya Paramayuda
Work Preference
Summary
Highly motivated individual, with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
15
years of professional experience
7
years of post-secondary education
Work History
Canadian Imperial Bank of Commerce, CIBCChemainus, BC
Senior Financial Advisor, MFDA
01.2022 - Current
Job overview
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
Canadian Imperial Bank of Commerce, CIBCDuncan, BC
Senior Financial Advisor, Business Banking
01.2019 - 01.2022
Job overview
- Provides advice on both personal and business financials; investments, insurance, mortgages, education savings, estate planning, taxes, and retirement to help clients manage their finances
- Analyzed small business clients' SWOT through financial reports and statements, business plans, and business forecast to recommend suitable Financial Solutions
- Help clients plan for specific circumstances, such as education expenses or retirement.
- Developed custom presentations to educate clients on various investment options aligned with their objectives and risk tolerance levels.
- Established a strong referral network by fostering relationships with industry professionals such as attorneys, CPAs, and real estate agents.
- Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
- Optimized client experience by streamlining the financial planning process, making it more user-friendly and efficient for both advisors and clients.
- Managed client portfolios on consistent basis and contacted clients to provide details on investments.
Monitored and updated financial plans to comply with client goals.
Canadian Imperial Bank of Commerce, CIBCNanaimo, BC
Sr. Financial Services Representative, Business
07.2018 - 01.2019
Job overview
- Fostered key relationship with small business clients and gained understanding of their financial and business goals
- Provided small business clients with informative and tailored service and recommended the right products and solutions that will help their financial success
- Educates clients and answer questions about financial options and potential risks.
- Streamlined internal processes for improved efficiency in handling client accounts and transactions.
- Collaborated with team members to identify opportunities for increasing revenue and improving overall performance.
- Conducted thorough risk assessments to ensure the protection of client assets and minimize potential losses.
Canadian Imperial Bank of Commerce, CIBCSalt Spring Island, BC
Financial Services Representative
06.2017 - 07.2018
Job overview
- Assisted clients with all Banking benefits and features of new Accounts, Investments, Credit facilities or Safe Deposit products according to customer needs
- Analyzed all customer requirements and resolve customer transactions issues with help from various Banking channels
- Coordinated with branch manager to analyze calls, prepare sales strategies and efficient report on current branch focus
- Maintained knowledge and interpret all policies and procedures of bank and ensure compliance with all ethics and conducts.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
Worked closely with other departments to provide seamless service delivery for complex client requests.
Dover House Residential Care HomeNanaimo
Lead IT Support Professional
11.2015 - 06.2017
Job overview
- Managed, maintained, and monitor small business server system
- Provided outstanding front-desk handling skills, including excellent phone etiquette toward residents, family of residents, and fellow employees
- Developed creative design for print materials, brochures, banners, and signs.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Scheduled office meetings and client appointments for staff teams.
Global Financial Research Office, VIUNanaimo
Bloomberg Data and Research Assistant
07.2015 - 12.2015
Job overview
- Developed and assisted in writing research reports on global investment products and portfolio evaluation and analysis. This includes creating spreadsheets as supporting material
- Provided advice and reports to students, both Undergraduates and Postgraduates, on Companies' macro-economic level for analysis and idea generation
- Had the practices and exposure to variance analysis, journal entries, and preparation for financial reporting statements (strong Microsoft Excel skills).
- Enhanced research quality by meticulously collecting and analyzing data from various sources.
- Gathered, arranged, and corrected research data to create representative graphs and charts highlighting results for presentations.
Faculty of International Education, VIUNanaimo
Intercultural Program Assistant
04.2014 - 12.2015
Job overview
- Contributed to the planning and execution of International Student Orientations, the Peer Helpers’ program, the Cultural Connections Buddy Program, International Student Activities and Events
- Assisted Program Coordinator with the development of initiatives focused on enhancing students experience in the Faculty of International Education
- Assisted Program Coordinator with the development of student resource documents, and promotional items (blogs, social media, photo contests, and other initiatives).
- Collaborated with cross-functional teams to develop innovative solutions for complex challenges.
Provided administrative support to department leadership, streamlining daily operations through efficient task prioritization and delegation skills. - Assisted with planning and coordinating day-to-day and special program activities.
Shichida Child Education CenterJakarta, Indonesia
Early Child Education Instructor
01.2013 - 04.2014
Job overview
- Observed and evaluate children’s performance and behavior; along with their mental, psychological, and social development to plan suitable program activities
Organized and lead activities, designed to promote an overall development through exercises, arts and crafts, music, and storytelling - Organized and lead activities, designed to promote balanced and complete Thinking Process through analytical games, numbers-associated games, memory-enhancement games, five-sensory games, and extra-sensory perception games.
- Assessed student progress regularly through formative and summative assessments, adjusting instructional approaches as needed.
- Communicated openly with parents about their child''s progress on a regular basis, building trust and fostering productive partnerships in support of student success.
ThinkZugi Creative Partner AdvertisingJakarta, Indonesia
Account Manager and Project Supervisor
01.2012 - 12.2013
Job overview
- Responsible for managing portfolio of accounts
Performed cold calls to establish new clients, as well as worked with existing clients to increase sales - Delivered presentations and achieving sales targets
Maintained business partners and clientele database management - Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Monitored and analyzed customer feedback to identify opportunities for improvement.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
- Defined manpower, equipment and resource needs for field projects, keeping open lines of communication with specialists and contractors to meet project milestones on time and on budget.
Limkokwing University of Creative TechnologyMalaysia
Program Manager
01.2010 - 01.2012
Job overview
- Responsible for organizing exhibitions for university development
- Established and maintained relationships with Industry Organizations for Academic purpose
- Provided training when necessary, on teaching skills or recommend staff for staff development, projects and technology
- Supervised and was responsible for preparation of projects, module assignments & teaching notes for all Industrial Design Programs.
- Managed cross-functional teams for successful project completion within deadlines and budgets.
- Optimized resource allocation, effectively balancing priorities and managing competing demands.
- Coached team members on professional development opportunities, contributing to improved overall performance.
- Conducted comprehensive program evaluations, identifying areas for improvement and recommending actionable solutions.
- Spearheaded innovative problem-solving techniques that addressed challenges head-on, resulting in effective resolution measures.
- Developed and maintained logistics workflows, procedures and reports.
- Addressed and resolved technical, financial, and operational concerns by working with team members and directors.
- Facilitated workshops and conducted one-on-one training to educate team members.
- Participated in vendor selection and management process for program initiatives.
- Researched industry best practices in support of training development and program content.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Limkokwing University of Creative TechnologyMalaysia
Student Administrative Affairs Manager
01.2010 - 01.2011
Job overview
- Managed student affairs in the program, both academic and personal administrative areas
- Provided counseling to students (both academic and personal when deemed necessary)
- Was responsible for academic year enrollment processes for the faculty of Arts and Design
- Assisted students and parents with registration, academic records, graduation processes and needs, and other complex student files.
Limkokwing University of Creative TechnologyMalaysia
Industrial Design Lecturer
01.2009 - 01.2012
Job overview
- Field of lectures: generating CAD for manufacturing, Design Process and Ideation, Design Management, Model Making Techniques
- Responsible for conducting tutorials, practical demonstrations, lectures, workshops, and clinic sessions to deliver all curriculums.
- Promoted collaboration among students through group projects and presentations, fostering teamwork and communication skills.
- Enhanced student comprehension by utilizing diverse teaching methodologies and techniques.
- Evaluated student progress through regular assessments, providing detailed feedback for improvement and growth.
- Increased student interest by incorporating real-world examples into lessons and connecting material to relevant experiences.
- Cultivated critical thinking skills through challenging assignments that required analysis, synthesis, and evaluation of information from various sources.
- Provided individualized support for struggling learners, using tutoring sessions and additional resources to close achievement gaps.
Education
Vancouver Island UniversityNanaimo, BC
MBA from International Business Management
03.2014 - 01.2016
University of HertfordshireUnited Kingdom
Master of Science from International Business Finance
01.2015 - 01.2016
Swinburne University of TechnologyAustralia
Bachelor of Design (B. Des) from Industrial Design
01.2005 - 07.2009
Skills
- Competent in both PC and Mac operations Proficient with; MS office suite, Small Business Server (Windows Server 2008, 2012)
- Business Process Management software (Igrafx, IBM BlueWorks Live), Statistics software (IBM SPSS), Bloomberg Professional
- Service Terminal, Creative software (Adobe Photoshop, Illustrator, Solidworks, AutoCad, 3DsMax, SketchUp), Rendering &
- Animation (PhotoView360, HyperShot), Timetabling software (AscTimeTables) SaaS Applications (Workday, Salesforce) ERP
- Applications (Oracle NetSuite, Microsoft Dynamics 365)
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
AutoCAD
Solidworks
Adobe Photoshop
Adobe Illustrator
IGrafX
Microsoft Small Business Server (SBS)
IBM Blueworks Live
IBM SPSS (Statistics)
Bloomberg Terminal (Professional Services)
Autodesk 3Ds Max
SketchUp
Hypershot (KeyShot)
Workday Inc
NetSuite
Microsoft Dynamics 365
Salesforce
ASc TimeTables
Languages
English
Bilingual or Proficient (C2)
Indonesian
Bilingual or Proficient (C2)
Timeline
Senior Financial Advisor, MFDA
Canadian Imperial Bank of Commerce, CIBC
01.2022 - Current
Senior Financial Advisor, Business Banking
Canadian Imperial Bank of Commerce, CIBC
01.2019 - 01.2022
Sr. Financial Services Representative, Business
Canadian Imperial Bank of Commerce, CIBC
07.2018 - 01.2019
Financial Services Representative
Canadian Imperial Bank of Commerce, CIBC
06.2017 - 07.2018
Lead IT Support Professional
Dover House Residential Care Home
11.2015 - 06.2017
Bloomberg Data and Research Assistant
Global Financial Research Office, VIU
07.2015 - 12.2015
University of Hertfordshire
Master of Science from International Business Finance
01.2015 - 01.2016
Intercultural Program Assistant
Faculty of International Education, VIU
04.2014 - 12.2015
Vancouver Island University
MBA from International Business Management
03.2014 - 01.2016
Early Child Education Instructor
Shichida Child Education Center
01.2013 - 04.2014
Account Manager and Project Supervisor
ThinkZugi Creative Partner Advertising
01.2012 - 12.2013
Program Manager
Limkokwing University of Creative Technology
01.2010 - 01.2012
Student Administrative Affairs Manager
Limkokwing University of Creative Technology
01.2010 - 01.2011
Industrial Design Lecturer
Limkokwing University of Creative Technology
01.2009 - 01.2012
Swinburne University of Technology
Bachelor of Design (B. Des) from Industrial Design
01.2005 - 07.2009