Shiva Gandhi
Toronto,Ontario
Summary
Creative, action oriented professional specialized in financial modelling forecasting and analysis. Worked with various visualization programs and interpreted data using careful business grounded logic and analytical techniques to test controls, find exceptions and discover insights and trends. Recognized as Top performer for the Third Quarter of 2019 at American Express and Top Performer for the Month of December 2019 at American Express. Also, recognized as a Rising Star award at Daloopa for the best performance in a Quarter. Willing to take new opportunities and tough challenges in which I can develop and run financial models with a sense of urgency, high energy and enthusiasm. Effective written and verbal communicator with multi-mode communications that convey a clear understanding of the unique needs of different audiences. Self-aware with a use of combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Quick learner and self-motivated. Currently, a participant in CFA program with level II cleared. Professional working experience includes working as a financial and customer service analyst.
Overview
5
5
years of professional experience
Work History
Financial Analyst
Daloopa Pvt. Ltd
Toronto
09.2021 - 08.2022
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Generated financial projections and forecasts to guide investment decisions.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement
- Researched macroeconomic, industry and company-specific data to inform investment decisions. Maintained 100% accuracy for updating models.
- Conducted due diligence on potential investments and presented findings to clients.
- Used relevant financial technology to generate reports and recommended courses of action to upper management
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Orchestrated client-centered financial packages factoring in current market trends.
- Created and maintained precise and accurate models, charts and reports
- Participated in client meetings to discuss financial analysis.
- Rising Star Award received for outstanding performance.
Master Customer Service Representative
American Express
, Delhi, India
12.2017 - 03.2020
- Ran errands and provided general office support in professional environment.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Developed strong communication and organizational skills through working on group projects
- Demonstrated high level of initiative and creativity while tackling difficult tasks
- Acted as team leader in group projects, delegating tasks and providing feedback.
- Investigated and resolved accounting, service and delivery concerns.
- Trained new personnel regarding company operations, policies and services.
- Applied effective time management techniques to meet tight deadlines.
- Demonstrated high level of initiative and creativity while tackling difficult tasks.
- Assisted in conducting AML (Anti-Money Laundering) with screening on new/existing clients in accordance with set policies and procedures.
- Top performer for Third Quarter of 2019. Top Performer for Month of December 2019.
Education
Postgraduate Diploma - International Business Management
Niagara College
Welland, ON04.2023
Chartered Financial Analyst Program Participant - CFA Level II Completed
CFA Institute
01.2023
Bachelor of Commerce - Finance And Accounting
University of Delhi
India06.2017
Skills
- Excellent MS Office skills- word, excel, outlook and PowerPoint
- Effective use of data analytics and data visualization tools
- Advanced Financial Statement Analysis, demonstrated as analyst at Daloopa while building financial models
- Excellent interpersonal and highly developed communication skills (verbal and written)
- Able to work effectively and reliably under pressure
- Problem-solving, great problem-solving skills having worked in client-facing role in which I addressed client issues and worked to identify solutions daily
- Critical thinking, both education and jobs required high level of critical thinking including researching, analyzing data, and making recommendations
- Exceptional track of performance reviews
- Knowledge of ERP (Enterprise Resource Planning) Software
- Financial Modeling and Financial Statements Expertise
Additional Information
Entrepreneurship- Practiced family business of refinement of renewable plastics under the name, Shiva Enterprises from May 2020 to August 2021.
Languages – English; Hindi; Punjabi
Timeline
Financial Analyst
Daloopa Pvt. Ltd
09.2021 - 08.2022
Master Customer Service Representative
American Express
12.2017 - 03.2020
Postgraduate Diploma - International Business Management
Niagara College
Chartered Financial Analyst Program Participant - CFA Level II Completed
CFA Institute
Bachelor of Commerce - Finance And Accounting
University of Delhi
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