Priyank Mistry
Brampton,ON
Summary
Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Operations Analyst
Digital Orthodontic Care
11.2017 - 07.2023
- Overseeing engineering & programming operations for orthodontic aligners and related to its finances
- Support company with technical knowledge to meet production goals simultaneously keeping cost controls
- Help support and work collaboratively with sales team for sales growth with existing customers, new product launch while keeping cost control
- Assist in analyzing financial data, trends, and performance metrics.
- Applying strategies to optimize engineering and program operations by analyzing historical data and parameters
- Prepare reports and presentations to communicate findings to the management team
- Contribute to the development of budgets and forecasts for responsible operations
- Maintaining accurate records of responsible operations and its related financial
- Part of management team in order to plan and execution of the work flow in the company
- Assist with reconciliations and ensure compliance with accounting principles
- Provide administrative support to senior management team and senior financial associates
- Take part in dental trade shows for sales and marketing to build new relationships with dentists and orthodontists
- Setting up/attending weekly meeting with customers and suppliers
- Part of the development team for automation line
- Finding opportunities through ML/AI to automate process - achieved 2x output with 50% head count
- Awarded with 1% equity
Mortgage Agent
Dominion Lending Inc.
03.2020 - Current
- Increased loan application approvals by providing detailed and accurate financial assessments for clients.
- Streamlined mortgage application processes for faster turnaround times and higher customer satisfaction rates.
- Negotiated favorable mortgage terms with lenders, resulting in lower interest rates and fees for clients.
- Developed strong relationships with real estate agents, builders, and other industry professionals to grow referral network.
- Stayed up-to-date on current mortgage trends and regulations, ensuring compliant and knowledgeable service delivery.
- Provided thorough explanations of various mortgage products to clients, assisting them in selecting the best option for their needs.
- Analyzed applicants'' creditworthiness by reviewing financial statements and conducting background checks, ensuring informed lending decisions were made consistently.
Tool & Die Designer
Allied Tooling Inc.
05.2016 - 12.2016
- Automobile Progressive Die Design & mfg company
- Had to quit due to immigration
CNC Machinist
Cyclone Manufacturing Inc.
04.2015 - 05.2016
- Aerospace structural part manufacturing company
- Quit to grow on Engineering side
Junior Engineer Analyst
Techno Designs India
07.2013 - 08.2014
- Mining & Mineral plant, equipment manufacturing company
- Identified, allocated, and ensured optimum utilization of resources which saved $250K yearly
- • Prepared daily, weekly and monthly site progress and budget reports and analyzed the variance to find the root causes and recommend the solution
- • Coordinated with other interdisciplinary departments analysts such as electrical, civil, instrumentation in order to avoid any rework and keep the project on schedule and on budget (Achieved 0.4% rework against estimated 5%
- Built automated dashboard to update the key financial metrics of the projects
- Quit to move to Canada
Education
License Certificate - CSC
Canadian Security Course
12.2023
License Certificate - Mortgage Agent
REMIC
12.2020
Post-Degree Certificate - Business Administration
George Brown College
Toronto, ON05.2015
Bachelor of Engineering - Mechanical Engineering
Gujarat Technological University
01.2013
Skills
- Hedging Strategies
- Advanced Options Strategies
- Options Pricing
- Financial Modeling
- Volatility Analysis
- Derivatives Trading
- Back-Testing Strategies
- Portfolio Management
- Data Analysis
- Investment Analysis
- Statistical Analysis
- Variance Analysis
- Forecasting Trends
- MS Office Suite
- Microsoft Excel
References
Available Upon Request
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Professional Working
Certification
CSC
Timeline
Mortgage Agent
Dominion Lending Inc.
03.2020 - Current
Operations Analyst
Digital Orthodontic Care
11.2017 - 07.2023
Tool & Die Designer
Allied Tooling Inc.
05.2016 - 12.2016
CNC Machinist
Cyclone Manufacturing Inc.
04.2015 - 05.2016
Junior Engineer Analyst
Techno Designs India
07.2013 - 08.2014
License Certificate - CSC
Canadian Security Course
License Certificate - Mortgage Agent
REMIC
Post-Degree Certificate - Business Administration
George Brown College
Bachelor of Engineering - Mechanical Engineering
Gujarat Technological University
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