Pandya Himani
Calgary,AB
Summary
Financial Analyst with a skill set encompassing financial analysis, reporting, and proficiency in budgeting and forecasting. Demonstrated experience working with government agencies, including CRA, and corporate banks such as TD Bank, contributing to their financial departments. Proficient in utilizing Microsoft Excel, SAP for enterprise management, and PowerBI for data visualization.
Overview
6
6
years of professional experience
Work History
Excise Tax Auditor/Examiner
Canada Revenue Agency
12.2021 - Current
- Performed a comprehensive examination of financial statements to verify adherence to both accounting standards and CRA regulations.
- Conducted risk assessments to prioritize audit resources effectively, focusing on areas with high non-compliance potential.
- Streamlined auditing processes, improving efficiency and reducing turnaround time for financial reporting.
- Delivered financial insights and recommendations to senior management through PowerBI report presentation.
Financial Analyst
TD Canada Trust
03.2018 - 11.2021
- Developed and maintained complex financial models using Excel, providing a foundation for strategic decision-making and scenario analysis.
- Utilized data analytics to extract valuable insights, enhancing the precision of financial forecasts and optimizing resource allocation.
- Established and monitored key performance indicators (KPIs), facilitating a comprehensive assessment of business performance against targets.
- Utilized SAP to gather data and execute scenario evaluations for developing annual budgets.
Finance Intern
Denikings Insurance & Investment Broker
12.2017 - 03.2018
- Evaluated investment portfolios for over 50 clients daily, consistently updating and maintaining their information through Excel spreadsheets.
- Conducted thorough market research and analyzed clients' financial positions, industry landscapes, and market data to provide strategic insights and enhance informed decision-making.
- Increased client satisfaction by providing personalized investment advice and tailored portfolio recommendations.
- Analyzed financial data and presented meaningful insights using PowerBI to the broker.
Education
Pursuing CFA Level 1 -
CFA Institute
11.2023
BBA - Finance
University of Guelph-Humber
06.2018
Skills
- Financial analysis, strategic planning, and forecasting
- Strong research, analytical, and decision-making skills
- Knowledge of CRM and Enterprise Resource Planning (ERP) software such as SAP
- Proficient in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word) google sheet, SharePoint, Adobe, SQL and PowerBI
- Experience working with internal partners and external clients effectively and professionally
- Knowledge and understanding of accounting principles (GAAP) and IFRS
Timeline
Excise Tax Auditor/Examiner
Canada Revenue Agency
12.2021 - Current
Financial Analyst
TD Canada Trust
03.2018 - 11.2021
Finance Intern
Denikings Insurance & Investment Broker
12.2017 - 03.2018
Pursuing CFA Level 1 -
CFA Institute
BBA - Finance
University of Guelph-Humber
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