Experienced finance professional with strong skills in financial modeling, data analysis, and investment optimization. Proficient in Microsoft Excel, SQL, QuickBooks, NaviPlan, and Oracle Financial Applications.
Experienced in financial decision-making and strategic planning in corporate and client-focused settings.
Motivated finance professional with expertise in financial planning and analysis. Committed to supporting the growth of a dynamic financial team.
Overview
4
4
years of professional experience
Work History
Retail Keyholder
fox home
08.2024 - Current
Manage store operations, including opening and closing procedures, team supervision, and ensuring optimal customer service.
Assist in managing stock, inventory, and visual merchandising, contributing to a 10% improvement in customer satisfaction.
Train and guide new employees to ensure adherence to company policies and best practices.
Customer Service Representative
fox home
08.2023 - 08.2024
Maintained a 99% transaction accuracy rate while handling cash and electronic payments, showcasing strong attention to detail.
Delivered exceptional customer service by addressing inquiries, assisting with purchasing decisions, and recommending products.
Collaborated with a team to ensure smooth operations and an organized shopping experience, emphasizing teamwork and efficiency.
Financial Analyst Intern
Clara Shipping.
Shiraz, Iran
01.2021 - 01.2022
Performed financial modeling and conducted data-driven analysis for investment projects, resulting in a 12% increase in investment accuracy.
Managed a $4M Canadian-based stock portfolio using SQL and advanced quantitative techniques, achieving a 7% ROI.
Streamlined budgeting processes, reducing inefficiencies by 14% and enhancing cost analysis accuracy.
Education
Advanced Diploma - Business Administration Financial Planning
Seneca College of Applied Arts And Technology
North York, ON
08-2024
Skills
Technical Skills
Proficient in financial software: QuickBooks, NaviPlan, and Microsoft Excel
Experience with SQL and data analysis techniques for financial management and reporting
Knowledge of budgeting, forecasting, and investment analysis
Soft Skills
Strong communication and collaboration skills, with the ability to thrive in fast-paced environments
High attention to detail and accuracy in financial analysis and customer service
Strong problem-solving and organizational skills, with a focus on delivering high-quality results
Projects
Quantitative Analysis for Investment Optimization
Managed a $4M Canadian-based stock portfolio at Payon using SQL and advanced quantitative techniques, achieving a 7% ROI and a profit of approximately $70,000.
Operational Planning and Financial Analysis
Conducted a comprehensive financial analysis for a family, resulting in a 9% reduction in expenses by leveraging TVM (Time Value of Money) and IFRS principles.
Timeline
Retail Keyholder
fox home
08.2024 - Current
Customer Service Representative
fox home
08.2023 - 08.2024
Financial Analyst Intern
Clara Shipping.
01.2021 - 01.2022
Advanced Diploma - Business Administration Financial Planning