Riddhi Shembekar
Finance Associate
Fredericton,NB
Summary
Experienced Finance Associate with strong background in financial analysis, market research, and customer service. Assertive, curious, hard-working and bilingual. Detail-oriented professional with experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work History
Financial Services Representative
CIBC
Halifax, NS
12.2023 - Current
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Conducted client consultations, analyzed financial situations, delivered personalized solutions.
- Cultivated lasting client relationships, addressed inquiries, enhanced financial well-being.
- Evaluated risk tolerance, provided suitable investment advice, upheld compliance standards.
- Ensured strict adherence to banking regulations, policies, ethical standards.
- Studied market trends, economic conditions, competition to offer sound financial guidance.
Capital Markets Associate
Accenture - Wellington Management Company
Boston, MA
04.2021 - 01.2023
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Managed wealth management client accounts focusing on AUM reconciliation, data analysis, report updates in collaboration with portfolio managers.
- Oversaw financial statement reviews, devised alternative investment strategies, handled valuation processes, managed monthly data uploads, ensured accuracy in investment transactions for internal and external stakeholders by identifying and resolving errors.
Financial Analyst
Finaegis Solutions LLP
Pune, MH
01.2020 - 04.2021
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Developed portfolio management skills and provided investment advice to businesses and individuals, conducting comprehensive financial market research and analysis.
- Contributed to performance evaluation, client interaction, and workflow improvement while mentoring and training new staff members.
Customer Experience Representative
Indigo Books & Music
10.2023 - Current
- Enhanced customer satisfaction by addressing and resolving issues promptly and professionally.
- Streamlined communication channels for improved efficiency in handling customer inquiries.
- Implemented proactive approaches to anticipate and resolve potential customer concerns, resulting in higher retention rates.
- Collaborated with cross-functional teams to ensure seamless customer experience throughout all touchpoints.
Barista/Cashier Trainer
Sports Direct
09.2019 - 12.2019
- Enhanced customer satisfaction by efficiently preparing and serving high-quality beverages.
- Maintained a clean and organized workspace for optimal productivity and safety.
- Increased repeat business by providing exceptional customer service and building rapport with patrons.
- Streamlined order processing through accurate cash handling and efficient use of the point-of-sale system.
Finance Intern
Walthr
London, UK
05.2019 - 07.2019
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
- Assisted in budget management for improved cost control and increased profitability.
- Oversaw ledger accounts, conducted journal entries, and ensured regulatory compliance.
- Supported daily treasury operations, month-end closures, and collaborated with clients on financial planning.
Education
Master of Science - Banking And Finance
Kingston University
London, UK11.2019
BBA -
Pune University
Pune, MH 08.2014 - 03.2017
Skills
- Financial Analysis
- Financial Modeling
- Customer Service Orientation
- Decision Making
- Positive Attitude
- Effective Communication
- Complaint Resolution
- Returns Processing
- Adaptability
- Product Knowledge
- Active Listening
- Critical Thinking
- Company Valuations
- High Net Worth Individuals Marketing
- Correspondence Writing
- Portfolio Valuations
- Financial Operation
Languages
English
Native or Bilingual
French
Limited Working
Hobbies
Reading
Writing
Traveling
Swimming
Coffee Connoisseur
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
A ship in port is safe, but that's not what ships are built for.
Grace Hopper
Timeline
Financial Services Representative
CIBC
12.2023 - Current
Customer Experience Representative
Indigo Books & Music
10.2023 - Current
Capital Markets Associate
Accenture - Wellington Management Company
04.2021 - 01.2023
Financial Analyst
Finaegis Solutions LLP
01.2020 - 04.2021
Barista/Cashier Trainer
Sports Direct
09.2019 - 12.2019
Finance Intern
Walthr
05.2019 - 07.2019
BBA -
Pune University
08.2014 - 03.2017
Master of Science - Banking And Finance
Kingston University
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