Saad Khan
Toronto,Canada
Summary
Finance professional specializing in financial analysis and client support, with proficiency in budgeting, inventory management, and data analysis. Demonstrates a strong foundation in financial reporting and process efficiency, developed through roles as a junior accountant and sub-broker intern. Committed to leveraging analytical skills and financial modeling expertise to drive data-driven decisions and contribute to the growth of a dynamic financial institution.
Overview
6
6
years of professional experience
Work History
Sales Associate
SVP SPORTS
Toronto, Canada
01.2024 - Current
- Surpassed sales goals using strategic techniques, boosting store profitability
- Enhanced customer purchases through consistent upselling, increasing revenue
- Conducted precise price changes and inventory updates, ensuring accuracy
- Implemented inventory controls to reduce shrinkage and maximize profits
Junior Accountant
Four Rays Management Pvt Ltd
, India
02.2021 - 08.2021
- Analyzed financial statements, ensuring regulatory compliance and accurate reporting
- Led month-end closings, improving budget tracking and financial transparency
- Supported budgeting and forecasting, enhancing data-driven financial planning skills
- Maintained accuracy under deadlines, aiding effective decision-making
- Improved reporting accuracy and process efficiency, contributing strategic insights
- Managed accounts payable and receivable, ensuring accurate financial records
- Implemented streamlined processes, reducing processing time and enhancing efficiency
Sub Broker Intern
Motilal Oswal Financial Services Ltd
, India
05.2019 - 07.2019
- Persuaded investors to open Demat accounts, enhancing client base and financial growth
- Guided clients on stock choices and portfolio diversification for informed investment decisions
- Conducted market research to align investor portfolios with financial goals and risk tolerance
- Gained practical experience in financial products, boosting knowledge of investment strategies
- Analyzed market trends and client portfolios to provide tailored financial advice, enhancing investment strategies and client satisfaction
Education
Sports and Events Marketing -
George Brown College
04.2024
Financial Planning -
George Brown College
12.2022
Bachelors of Commerce - Investment Management
Thakur College
09.2020
Skills
- Data Analysis
- Budgeting
- Inventory Management
- Cost Analysis
- Financial Modeling
- Forecasting
- Team Collaboration
- Attention to Detail
- Profit Maximization
Affiliations
Accomplishments
- Surpassed sales goals using strategic techniques, boosting store profitability.
- Enhanced customer purchases through consistent upselling, increasing revenue.
- Conducted precise price changes and inventory updates, ensuring accuracy.
- Implemented inventory controls to reduce shrinkage and maximize profits.
- Analyzed financial statements, ensuring regulatory compliance and accurate reporting.
- Led month-end closings, improving budget tracking and financial transparency.
- Supported budgeting and forecasting, enhancing data-driven financial planning skills.
- Maintained accuracy under deadlines, aiding effective decision-making.
- Improved reporting accuracy and process efficiency, contributing strategic insights.
- Managed accounts payable and receivable, ensuring accurate financial records.
- Implemented streamlined processes, reducing processing time and enhancing efficiency.
- Persuaded investors to open Demat accounts, enhancing client base and financial growth.
- Guided clients on stock choices and portfolio diversification for informed investment decisions.
- Conducted market research to align investor portfolios with financial goals and risk tolerance.
- Gained practical experience in financial products, boosting knowledge of investment strategies.
- Analyzed market trends and client portfolios to provide tailored financial advice, enhancing investment strategies and client satisfaction.
Timeline
Sales Associate
SVP SPORTS
01.2024 - Current
Junior Accountant
Four Rays Management Pvt Ltd
02.2021 - 08.2021
Sub Broker Intern
Motilal Oswal Financial Services Ltd
05.2019 - 07.2019
Sports and Events Marketing -
George Brown College
Financial Planning -
George Brown College
Bachelors of Commerce - Investment Management
Thakur College
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