Summary
Overview
Work History
Education
Skills
Projects and extracurricular activities
Timeline
Generic

Nawal Shah

Toronto,Canada

Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Overview

5
5
years of professional experience

Work History

Financial Tax Consultant

Sred.io
03.2024 - Current
  • Evaluated company projects to determine eligibility for SR&ED tax credits, ensuring compliance with CRA (Canada Revenue Agency) guidelines, and identifying up to 15% more qualifying activities.
  • Analyzed R&D expenditures, prepared detailed financial documentation, and compiled cost breakdowns to maximize claimable amounts for SR&ED credits.
  • Worked closely with clients to develop tax credit strategies, identifying opportunities to optimize funding and tax savings while aligning with long-term business goals, resulting in a 20% improvement in R&D investment efficiency.
  • Collaborated with technical teams to document R&D projects, ensuring that all activities were accurately represented in SR&ED claims

Procurement Assistant

Hitachi Automotive Systems Americas
04.2023 - 04.2024
  • Maintained a strong network of over 25 local and international suppliers, facilitating timely deliveries and reducing procurement delays by 15%.
  • Assisted in negotiating contracts and securing bulk discounts, leading to a 10% reduction in purchasing costs for key materials over a 12-month period.
  • Efficiently processed over 200 purchase orders monthly, ensuring accuracy in documentation and compliance with company procurement policies.
  • Prepared monthly procurement reports, analyzing spending patterns and vendor performance, resulting in data-driven recommendations that improved sourcing strategies.

Patient Experience Coordinator

Athlete's Care Sports Medicine Centers
09.2022 - 04.2023
  • Verify and document 30+ patient insurance eligibility daily
  • Created and maintained 6+ functional excel sheets to help organize data for doctor referrals and medications
  • Followed document protocols to safeguard confidentiality of patient records

Research Consultant

For Youth Initiative
04.2022 - 09.2022
  • Organized and facilitated research projects involving over 50 high school students, leading to increased participation and research leadership in academic settings.
  • Analyzed and reviewed more than 30 technical and professional publications monthly, staying up-to-date on recent literature and improving research strategies by 20%.
  • Developed and distributed over 200 surveys, achieving a 90% response rate, and gathered critical data used to inform decision-making in over 10 organizational initiatives.
  • Successfully secured over $30,000 in research funding through the development of compelling grant proposals and presentations, increasing funding by 25% over previous years.

Marketing Assistant, Team Lead

Sickkids Hospital
01.2020 - 02.2021
  • Conducted research on competitors and market trends, providing insights that influenced marketing strategies and helped increase customer acquisition by 15%.
  • Monitored and analyzed campaign performance using tools like Google Analytics, reporting on key metrics, and recommending adjustments that improved ROI by 20%
  • Assisted in planning and organizing fundraising events, from securing venues to managing guest lists, leading to a 95% event attendance rate.

Education

B. Comm - Accounting and Finance

Ted Rogers School of Management, Toronto Metropolitan University
Toronto, ON
05.2024

Skills

  • Tax Research Abilities
  • Tax Credits and Incentives
  • Data Analysis
  • Tableau Data Visualization
  • SQL integration
  • VBA programming

Projects and extracurricular activities

  • Project Team Lead: Investment Portfolio, Curated a diverse portfolio following trends of 10+ stocks and 2 bonds., Created a functional excel sheet using VBA coding to document, update, analyze and draw conclusions from the data., Used a long position for steady stocks such as crude oil., Used a short position for Revlon- after shorting the stock the profits accumulated were around $14,000.
  • Project Team Lead: Stock Evaluation for Air Canada, Created a functional excel document using VBA coding to do a complete internal and relative analysis for Air Canada., Used relative analysis to project future stock prices., Did a trend, horizontal and vertical analysis to determine the company's future financial statements.

Timeline

Financial Tax Consultant

Sred.io
03.2024 - Current

Procurement Assistant

Hitachi Automotive Systems Americas
04.2023 - 04.2024

Patient Experience Coordinator

Athlete's Care Sports Medicine Centers
09.2022 - 04.2023

Research Consultant

For Youth Initiative
04.2022 - 09.2022

Marketing Assistant, Team Lead

Sickkids Hospital
01.2020 - 02.2021

B. Comm - Accounting and Finance

Ted Rogers School of Management, Toronto Metropolitan University

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Nawal Shah