Nakhwattie Somai
Brampton,Canada
Summary
Dynamic executive-level financial professional with over 15 years of experience in leadership, client relations, and accounting administration. Expertise in driving operational improvements, fostering advisor development, and supporting organizational growth in both corporate and nonprofit sectors. A commitment to lifelong learning is demonstrated through ongoing advanced studies in Accounting and Finance, along with a strong passion for research, teaching, and global community development. Recognized for delivering impactful organizational changes and strategic initiatives while inspiring teams to align with company goals and cultivate a culture of excellence.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Executive Director
Experior Financial Group
01.2023 - 03.2025
- Directed strategic planning initiatives to enhance organizational growth and market position.
- Oversaw financial operations, ensuring compliance with industry regulations and standards.
- Cultivated partnerships with stakeholders to align objectives and drive collaborative projects.
- Implemented performance metrics to assess team effectiveness and operational efficiency.
- Streamlined process workflows, enhancing efficiency and reducing operational costs.
- Led strategic planning initiatives to enhance organizational growth and client engagement.
- Developed and implemented operational policies to improve efficiency across departments.
Senior Financial Manager
SOS Financial Group
01.2016 - 01.2023
- Developed and implemented financial strategies to enhance operational efficiency.
- Mentored junior staff on best practices in financial analysis and compliance standards.
- Led cross-functional teams in launching successful product campaigns, driving customer engagement and satisfaction.
- Created comprehensive budget forecasts to guide resource allocation and financial planning initiatives.
- Led financial strategy development to enhance organizational profitability and sustainability.
- Managed over 20 team members across 2 offices.
Marketing Director-Financial Services
World Financial Group Wfg
1500 Yonge St, Toronto, Ontario
02.2014 - 03.2016
- Managed and coached advisors, ensuring service, ethics, and compliance.
- Delivered advisor training and leadership development programs.
- Oversaw advisory services across insurance and financial planning.
- Developed and executed comprehensive marketing strategies to enhance brand visibility and market penetration.
- Led cross-functional teams to implement innovative campaigns aligned with organizational goals.
- Analyzed market trends and consumer insights to inform strategic decision-making processes.
- Managed annual marketing budgets, optimizing resource allocation for maximum ROI.
Expeditor / Customer Service Desk Associate
Home Depot Canada
01.2002 - 09.2014
- Delivered high-quality customer service and problem resolution.
- Coordinated installation orders and costing workflows.
- Processed special orders using SAP software systems.
- Assisted customers with inquiries, returns, and payments.
- Collaborated with suppliers to streamline order processing and enhance delivery timelines.
- Managed approximately 130 incoming calls, emails and faxes per day from customers
Education
Executive Diploma - Management Accounting
Uniathena
Oxford, United Kingdom10.2025
Associate Degree - Education
Cyril Potter College of Education
Guyana 01.1989
Associate of Arts - Accounting And Finance
Alness Business School
Guyana 04-1987
Bachelor of Commerce - Accounting
Humber College
Toronto01.2026
Skills
- Leadership & Team Management
- Financial Administration
- Advanced Excel & Data Analysis
- Client Relationship Management
- Research & Problem Solving
- Nonprofit Governance
- Training & Mentorship
- Communication & Ethics
Certification
- Executive Diploma in Management Accounting
- Certificate in Microsoft Excel (Advanced/Intermediate)
- TEFL 120 Hours & 140 Hours
- Standard First Aid (Valid until 2028)
- Hindustani Classical Vocal Music Training
PUBLICATIONS
Author: How to Become a Leading Advisor – Strategic Steps to Quadruple Your Income
ADDITIONAL ATTRIBUTES
- Advanced Excel skills: formulas, pivot tables, data analysis
- Strong interpersonal and communication abilities
- Ethical, reliable, and committed to lifelong learning
Languages
English
Timeline
Executive Director
Experior Financial Group
01.2023 - 03.2025
Senior Financial Manager
SOS Financial Group
01.2016 - 01.2023
Marketing Director-Financial Services
World Financial Group Wfg
02.2014 - 03.2016
Expeditor / Customer Service Desk Associate
Home Depot Canada
01.2002 - 09.2014
Executive Diploma - Management Accounting
Uniathena
Associate Degree - Education
Cyril Potter College of Education
Associate of Arts - Accounting And Finance
Alness Business School
Bachelor of Commerce - Accounting
Humber College