Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

PRAVEEN PHILIP

Brampton,ON

Summary

Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations. Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Seasoned auditing professional knowledgeable about risk aversion strategies, cost reduction options and financial processes. Decisive and persuasive communicator with proven problem-solving, leadership and planning abilities. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Accountant Consultant

CEDAR International Inc
01.2024 - Current
  • Facilitated the successful completion of annual external audits, resulting in clean audit opinions.
  • Developed custom financial reports for management review, aiding in strategic decision-making processes.
  • Collaborated with cross-functional teams to develop effective cost-saving initiatives.
  • Streamlined financial processes by implementing efficient accounting systems and procedures.

Financial Consultant

Praveen Philip & Associates
11.2017 - 12.2023
  • Mentored junior colleagues in complex analysis techniques, fostering a collaborative work environment that encouraged professional growth.
  • Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
  • Leveraged technology to optimize data analysis capabilities, enhancing the accuracy of investment recommendations provided to clients.
  • Increased client satisfaction by providing personalized financial advice and investment recommendations.

Financial Planner

Axis Bank
02.2016 - 10.2017
  • Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
  • Built strong relationships with clients through consistent communication and proactive portfolio updates.
  • Collaborated with cross-functional teams to develop tailored solutions addressing clients'' unique financial needs and goals.
  • Navigated complex regulatory requirements, ensuring full compliance throughout all aspects of the financial planning process.

Accountant

RP GROUP Of Companies
05.2012 - 08.2014
  • Assisted in the development of financial forecasts based on historical trends and current market conditions, supporting strategic planning initiatives within the organization.
  • Participated in due diligence activities related to mergers and acquisitions, ensuring a smooth transition of acquired assets into the company''s existing financial systems.
  • Implemented effective cost control measures to minimize overspending without sacrificing quality or service levels.
  • Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.

Sales Associate Manager

Koyenco Group Of Companies
05.2012 - 08.2014
  • Negotiated contracts with suppliers resulting in cost savings on merchandise purchases without sacrificing quality or selection.
  • Optimized pricing strategies based on market research insights, ensuring competitiveness while maintaining profitability levels.
  • Consistently ranked among the top-performing store locations due to exceptional staff management and sales performance.
  • Streamlined inventory management processes, reducing overhead costs and improving product availability.

Financial Advisor & Planner

IndusInd Bank
12.2008 - 03.2012
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Education

Banking And Finance

Indian Institute of Banking & Finance
Chennai,Tamilnadu,India
07.2008

Bachelor of Science - Chemistry,Physics,Mathematics

Nirmalagiri College
Kuthuparamba,kannur,Kerala,India
03.2000

Skills

  • Internal Controls
  • Accounts Payable and Receivable
  • Cash Flow Management
  • Variance Analysis
  • Debt management

Languages

English
Full Professional
Malayalam
Native or Bilingual

Certification

Trade Finance & Anti-Money Laundering

Ms Office -Word, Excel, Powerpoint

Internet & Multimedia


Timeline

Accountant Consultant

CEDAR International Inc
01.2024 - Current

Financial Consultant

Praveen Philip & Associates
11.2017 - 12.2023

Financial Planner

Axis Bank
02.2016 - 10.2017

Accountant

RP GROUP Of Companies
05.2012 - 08.2014

Sales Associate Manager

Koyenco Group Of Companies
05.2012 - 08.2014

Financial Advisor & Planner

IndusInd Bank
12.2008 - 03.2012

Banking And Finance

Indian Institute of Banking & Finance

Bachelor of Science - Chemistry,Physics,Mathematics

Nirmalagiri College
PRAVEEN PHILIP