Shravankumar Patel
Halifax
Summary
As a finance student my goal is to secure an Entry level position in finance industry, where I can apply the knowledge and skills acquired during my academic studies and work experiences. I am enthusiastic about gaining practical experience in areas such as Customer experience and Personal Banking, Financial Planning, financial analysis, risk management and investment, while contributing to success and growth of the organisation I join. I am eager to learn, adaptable, and committed to continuously improving my financial expertise to make a meaningful impact in the field of finance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Independent Contractor/Logistics Specialist
Self Employed Services
03.2022 - Current
- Delivered orders accurately while ensuring exceptional customer service.
- Addressed customer inquiries and concerns professionally and courteously.
- Provided safe, reliable, and efficient transportation services.
Line Cook
Jack Astor’s Bar & Grill
01.2020 - 01.2022
- Prepared and cooked meals in a fast-paced environment, ensuring recipe accuracy and sanitation standards.
- Handled special dietary requests and completed tasks assigned by management.
Demo Event Specialist
Cross Mark
09.2018 - 12.2019
- Organized and conducted product demonstrations, highlighting features and benefits.
- Engaged customers, ensured high-quality service, and supported product marketing and sales.
Education
GradCert - Finance
Nova Scotia Community College
Dartmouth, NS05-2024
Diploma - Forestry Conservation Technician
Sault College
05-2019
Bachelor of Science - Forestry
Navsari Agricultural University
Gujarat, IND06-2016
Skills
- Financial Analysis: Proficient in evaluating financial statements using Microsoft Excel
- Accounts Management: Skilled in handling accounts payable, receivable, invoicing, and collections
- Client Relations: Experienced in building and maintaining client relationships with a focus on exceptional service
- Risk Management: Knowledgeable in risk assessment, compliance, and insurance regulations
- Communication: Strong verbal and written communication skills for diverse client interactions
- Insurance Knowledge: Proficient in risk assessment, policy management, and providing compliant solutions
- Digital Proficiency: Skilled in leveraging digital tools to enhance financial services
- Advisory Services: Experienced in credit assessment, tax compliance, and financial advisory
- Collaboration: Effective team player with problem-solving expertise
- Sales Expertise: Skilled in conducting outbound calls, promoting financial products, and achieving sales targets
- Sustainable Investments: Knowledgeable in evaluating eco-friendly investment opportunities
Certification
- Canadian Security Course (Pursuing)
- Financial Planning certificate (Pursuing)
- Class 5 Driver licence
- Smart serve certificate
- Safe Check Advanced Food Safety Certification
- Outdoor Equipment Certificate
Timeline
Independent Contractor/Logistics Specialist
Self Employed Services
03.2022 - Current
Line Cook
Jack Astor’s Bar & Grill
01.2020 - 01.2022
Demo Event Specialist
Cross Mark
09.2018 - 12.2019
GradCert - Finance
Nova Scotia Community College
Diploma - Forestry Conservation Technician
Sault College
Bachelor of Science - Forestry
Navsari Agricultural University
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