Shubham Goel
Hamilton,ON
Summary
Highly proficient financial professional with Senior Financial Analyst background. Eager to leverage expertise in profitability increases and process optimization to drive improved sales strategies.
Overview
7
7
years of professional experience
Work History
Senior Financial Analyst
ATS Healthcare
12.2022 - Current
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses and forecasting, project feasibility and retrospective project review.
- Collected data on segment sales growth and margin contribution with effective presentation and variance explanations
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Carry out profitability analysis in accordance with operating management.
Senior Financial Analyst
Tax Leader
12.2021 - 09.2022
- Developed presentations and reports to inform and educate clientele and financial teams on growth possibilities.
- Provided strategic planning advice and financial oversight for clientele.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Trained new analysts (3-5 annually) on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Provided complex financial and budget analyses and required application to justify requested government funding.
Financial Analyst
Tax Leader
12.2020 - 09.2021
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
- Assisted in preparation of presentations, data tables and other documents for client meetings.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Preformed analysis of financial outputs of clients from large array of industries and implemented strategies in accordance with industry standards.
Junior Accountant
Mammoet
01.2019 - 12.2020
- Extensive experience in Bank posting, GL postings and Bank reconciliation.
- Extensive exposure in creating macros, training manuals, reports and presentations conforming to international guidelines.
- Prepared journal entries.
- Assisted with preparation of monthly financial statements.
- Reconciled month-end totals for timely and accurate reporting of financial information.
Accounts Receivable and Payable Specialist
Beretta Farms
09.2016 - 01.2019
- Duties included but not limited to timely collections and maintaining data record of all collections.
- Record of accounts payable along with vendor interaction and cheque runs.
- Specialized in invoicing using various software including SAP, Excel and Microsoft Dynamics GP.
- Creation and maintenance of Macros to improve efficiency of warehouse and distribution front.
Education
Masters of Accounting (Part Time) - Accounting
Schulich School of Business (York University)
Toronto, ON04.2024
Bachelor of Science (Honours) - Biology
Ryerson University
Toronto, ON2018
Skills
- Financial Data Analyzation
- Financial Modeling
- Financial Forecasting
- Extensive exposure to accounting software including AS 400, JD Edwards, TM1, Microsoft GP, SAP, Hyperion Financial Management and QuickBooks
- Ability to prepare subsidiary and consolidated financial reports for internal and external use
- Strong ability to preform financial forecasting and post-project reporting
- Advanced expertise in reconciliations, journal entries, reports and schedules and optimization proposals (Month-end and Year-End)
- Strong ability to create, maintain, edit and manipulate Macros in Excel to obtain data sets
- Exceptional oral and written communication skills with strong ability of inter-division coordination
- Ability to efficiently plan, organize and prioritize work with strong eye for detail
Timeline
Senior Financial Analyst
ATS Healthcare
12.2022 - Current
Senior Financial Analyst
Tax Leader
12.2021 - 09.2022
Financial Analyst
Tax Leader
12.2020 - 09.2021
Junior Accountant
Mammoet
01.2019 - 12.2020
Accounts Receivable and Payable Specialist
Beretta Farms
09.2016 - 01.2019
Masters of Accounting (Part Time) - Accounting
Schulich School of Business (York University)
Bachelor of Science (Honours) - Biology
Ryerson University
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