Sehaj Whalla
Brampton,ON
Summary
Experienced in financial analysis, client relations, and data management, with a strong analytical mindset. Skilled in problem-solving to ensure accurate financial reporting and insights. Proven ability to collaborate with teams to drive efficiency and achieve business objectives.
Overview
4
4
years of professional experience
Work History
Financial Services Intern
IA Financial Group
06.2024 - 01.2025
- Developed comprehensive financial plans to guide clients toward long-term fiscal stability and success.
- Improved financial forecasting accuracy with the implementation of advanced data analysis techniques.
- Managed relationships with key stakeholders, ensuring open lines of communication for efficient resolution of issues and concerns.
Operations Assistant
UPS
01.2023 - 09.2024
- Solved problems timely and effectively, ensuring customer satisfaction.
- Managed day-to-day department operations with effective workflow coordination.
- Provided administrative support with accurate document preparation and data entry.
Front End Customer Service Representative
Canadian Tire
01.2021 - 01.2023
- Provided exceptional customer service by assisting with transactions, handling inquiries, and resolving concerns efficiently
- Responded to customer requests for products, services, and company information.
- Maintained a friendly and professional demeanor in a fast-paced retail environment
Education
BBA -
Wilfrid Laurier University
Waterloo, ON01.2028
High School Diploma -
Harold M. Braithwaite Secondary School
Brampton, ON06.2024
Skills
- Financial Analysis
- CRM & Banking Software
- Customer Service
- Market Research & Trend Analysis
- Microsoft Excel proficiency
- Problem-Solving & Critical Thinking
- Money handling
- Verbal & Written Communication
- Cash flow management
- Portfolio management
- Data interpretation
- Customer service
Timeline
Financial Services Intern
IA Financial Group
06.2024 - 01.2025
Operations Assistant
UPS
01.2023 - 09.2024
Front End Customer Service Representative
Canadian Tire
01.2021 - 01.2023
BBA -
Wilfrid Laurier University
High School Diploma -
Harold M. Braithwaite Secondary School
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