Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
ResearchAssistant

Sachin Dad

Ottawa,ON

Summary

I am looking forward to an opportunity in an atmosphere where I can make a difference, and not just be another payroll figure, with an ambitious place and desire to scale the peaks of professional excellence. Dedicated professional skilled in Customer Service, work well in a high-pressure, fast-paced work environment. Excellent communication and interpersonal skills. Highly organized, reliable, punctual, problem solver, and quick learner. Accomplished Finance Professional committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Server

Thorncliffe Place
08.2023 - Current
  • Maintain clean, orderly and safe dining room and service area
  • Prepare dining room and service areas before each meal
  • Serve residents and guests as they arrive in dining room at serving times
  • Buss tables during meals.
  • Served food and beverages promptly with focused attention to customer needs.
  • Cultivated warm relationships with regular customers.
  • Set positive tone for entire dining experience as first point of contact for incoming guests.
  • Bussed and reset tables to keep dining room and work areas clean.
  • Resolved customer complaints promptly and professionally to maintain positive reputation.
  • Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
  • Explained menu items and suggested appropriate options for food allergy concerns.

Finance Manager

Wow Stonic Pvt. Ltd
03.2020 - 06.2023
  • Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Drove revenue stream development through strategic collaboration and partnerships.
  • Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
  • Developed corporate investment strategies to drive growth and security.
  • Spearheaded expansion strategies to increase business market share.
  • Prepared and managed large capital expenditure budgets to effectively handle infrastructure investment and long-term operations.
  • Drove profit increases through market research and strategic asset management to meet dynamic industry conditions.
  • Work closely with assigned director to define top business development priorities object
  • Developed strategic plans for day-to-day financial operations.
  • Created and managed financial models to evaluate corporate investments and acquisitions.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Designed and maintained financial models to identify and measure risks.
  • Developing cash flow statements
  • Providing advice related to financial decision
  • Making financial forecasts.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.

Articled Assistant

Aalok Patel And Associates (Chartered Accountants)
02.2017 - 02.2020
  • Prepared reports and materials to assist with audits.
  • Reconciled worksheets to verify accuracy of documents or records.
  • Maintained records and files to furnish reliable documentation.
  • Reviewed customer accounts to identify and resolve irregularities.
  • Collaborated cross-functionally to identify account issues and propose solutions.
  • Reconciled statements to resolve discrepancies.
  • Leveraged software system to enter and process data.
  • Maintained and enhanced internal controls to preserve confidentiality of records.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Researched technical tax issues to define tax effect or impact of certain tax positions.

Education

Post Graduate Degree Certificate - Financial Services

Algonquin College
Ottawa, ON
06.2025

Masters - Proffesional

Jain University
Bangluru, Karnataka, India
12.2023

Bachelors - Commerce

Maharaja Sayajirao University
Vadodara, Gujarat
04.2018

Skills

  • RELEVANT SKILLS AND EXPERIENCE
  • Communication skill:
  • Friendly, interacts easily with others, and become friend
  • Lender Relationships
  • Deal Structuring
  • Verbal and Written Communication
  • Customer Relationship Development
  • Customer Financing
  • Customer Satisfaction
  • Deal Negotiations
  • Financial Budgeting
  • Improvement Recommendations
  • Workflow Coordination
  • Portfolio Management
  • Budgeting and Variance Analysis

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual

Certification

  • Information Technology Certificate - Institute of Chartered Accountants of India
  • Advanced Information Technology Certificate - Institute of Chartered Accountants of India.
  • Soft Skills Certificate - Institute of Chartered Accountants of India.

Timeline

Server

Thorncliffe Place
08.2023 - Current

Finance Manager

Wow Stonic Pvt. Ltd
03.2020 - 06.2023

Articled Assistant

Aalok Patel And Associates (Chartered Accountants)
02.2017 - 02.2020

Post Graduate Degree Certificate - Financial Services

Algonquin College

Masters - Proffesional

Jain University

Bachelors - Commerce

Maharaja Sayajirao University
Sachin Dad