Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Naunidh Makhija

Burnaby,BC

Summary

Client-focused and results-driven professional with a strong background in financial services, customer relations, and retail management. Seeking to leverage my expertise in client engagement, problem-solving, and financial advisory in the role of Client Engagement Representative at CIBC.

Overview

4
4
years of professional experience

Work History

Junior Finance Manager

TMT Autogroup
Langley, British Columbia
08.2022 - 02.2024
  • Managed all financial operations, including budgeting, forecasting, and financial reporting for a high-volume used car dealership
  • Developed and implemented financial strategies to increase profitability, resulting in a 15% increase in net income
  • Conducted detailed financial analysis, including profit and loss statements, balance sheets, and cash flow projections to support informed business decisions
  • Assisted customers in securing financing options, working closely with banks and financial institutions to negotiate favorable loan terms and interest rates

Assistant Store Manager

Rogers Communications
Burnaby, British Columbia
10.2020 - 08.2023
  • Recognized by a promotion from the position of sales representative by consistently achieving high sales targets and exceptional performance
  • Supervised daily operations of a high-traffic retail store, ensuring all processes ran smoothly
  • Contributed significantly to the store being awarded 'Store of the Quarter' 7 times during my tenure by continuously driving sales and meeting targets
  • Resolved customer issues promptly and effectively, maintaining high customer satisfaction levels
  • Boosted team morale and productivity through recognition programs and performance incentives

Assistant Manager

Primus Telecommunications
Burnaby, BC
05.2020 - 10.2020
  • Oversaw daily store operations, coordinating staff schedules and ensuring efficient workflow
  • Prepared detailed sales and performance reports for upper-level management, informing strategic decisions
  • Awarded Best Sales Associate for March'22, based on outstanding customer feedback and sales performance
  • Executed marketing initiatives and in-store promotions, increasing customer engagement and sale.

Education

BBA - Concentration in Strategic Analysis

Simon Fraser University
Burnaby, BC
04-2024

Skills

  • Customer relationship management
  • Strategic planning
  • Analytical thinking
  • Problem-solving
  • Regulatory compliance
  • Effective communication
  • Time management
  • Proficiency in financial software

Affiliations

Financial Literacy Volunteer | CPA, Canada— Volunteer

· Conducted workshops and seminars on basic financial management and budgeting for community members

Child Rights & You | Ludhiana, India — Youth Change Champions Intern

· Orchestrated and led women-centric campaigns, reaching more than 1,000 beneficiaries in Punjab

Timeline

Junior Finance Manager

TMT Autogroup
08.2022 - 02.2024

Assistant Store Manager

Rogers Communications
10.2020 - 08.2023

Assistant Manager

Primus Telecommunications
05.2020 - 10.2020

BBA - Concentration in Strategic Analysis

Simon Fraser University

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Naunidh Makhija