SHREYAS KATYAL
Vancouver
Summary
Dynamic results-driven financial professional with 2+ years of experience in financial advising, secured lending, and investment advisory. IFIC-certified with expertise in developing personalized wealth strategies, credit solutions, and long-term financial plans. Skilled in portfolio management, risk assessment, and delivering holistic advice to help clients achieve financial goals with confidence. Proven track record of building strong client relationships, driving revenue growth through cross-selling, and ensuring compliance with banking regulations and standards.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Department Manager
H&M
Langley, BC
01.2024 - Current
- Directed a team of 18 employees, optimizing scheduling and resource allocation to maintain 98% operational efficiency while reducing labor costs by 12%.
- Developed and delivered training programs for 35+ employees, improving onboarding efficiency by 25%, increasing employee performance, and maintaining 100% compliance with company standards.
- Analyzed weekly sales data across 500+ products, implementing merchandising strategies that increased featured product sales by 15% and improved customer engagement by 20%.
Finance/Accounting Coordinator
SK Construction Company
New Delhi
01.2021 - 01.2024
- Managed annual budgets, leading forecasting and variance analysis that improved forecast accuracy by 18% and increased overall profitability by 12%.
- Prepared 50+ monthly financial reports, cash flow statements, and P&L analyses, providing senior leadership with data-driven insights that supported strategic business decisions.
- Strengthened internal controls by implementing 10+ process improvements, reducing financial risk by 20% while maintaining 100% compliance with internal policies and regulatory requirements.
- Developed 15+ advanced Excel financial models using PivotTables, Power Query, and complex formulas to support investment tracking, forecasting, and scenario analysis, reducing reporting time by 35%.
Client Relationship Associate
Moneygram Consulting Inc.
Gurugram
01.2019 - 01.2021
- Provided holistic financial planning support for 40+ business and 25+ personal clients, aligning strategies with long-term goals.
- Conducted financial needs assessments, recommending lending, investment, and insurance solutions.
- Identified cross-sell and upsell opportunities, contributing to 20% revenue growth in client accounts.
- Delivered financial reports and presentations, enhancing client understanding of investment and credit strategies.
- Ensured compliance with regulatory standards (KYC, AML, IFIC) while maintaining high levels of trust.
Education
MBA - Sales, Finance
University Canada West
Vancouver01.2023
BBA - Sales, Finance
IP University, Delhi
New Delhi01.2023
Skills
- Financial Planning & Advisory (IFIC - Certified)
- Secured Lending & Credit Solutions
- Investment & Portfolio Management
- Risk Assessment & Compliance (KYC/AML)
- Relationship Building & Business Development
- Financial Analysis & Forecasting (Excel)
- Sales expertise
- Customer service
Languages
English
Hindi
Punjabi
Certification
Investment Funds in Canada - Completed
Timeline
Department Manager
H&M
01.2024 - Current
Finance/Accounting Coordinator
SK Construction Company
01.2021 - 01.2024
Client Relationship Associate
Moneygram Consulting Inc.
01.2019 - 01.2021
MBA - Sales, Finance
University Canada West
BBA - Sales, Finance
IP University, Delhi