Syed Ateeq Shafi
Toronto,ON
Summary
Detail-oriented and proactive professional with extensive experience in managing customer credit applications, inventory control, and financial reporting. Adept at using ERP and CRM systems, data mining techniques, and ensuring compliance with accrual accounting and auditing standards. Proven ability to resolve customer inquiries, monitor accounts, and support month-end processes while participating in budgeting and capital management. Strong analytical skills with proficiency in ADP Financial Services and Crystal Reports to drive financial performance.
Overview
8
8
years of professional experience
Work History
Financial Analyst
Robert Half
12.2022 - 05.2024
- Accurately processed customer credit applications, ensuring proper documentation and adherence to company policies.
- Maintained and updated customer credit records, ensuring all information was accurate and up-to-date for reporting purposes.
- Managed and resolved customer inquiries in a timely and professional manner, enhancing customer satisfaction.
- Monitored customer accounts and took appropriate action to manage outstanding balances, improving cash flow and reducing credit risk.
- Conducted inventory-related work, including tracking stock levels and coordinating logistics, to ensure efficient operations.
- Participated in the month-end process, completing all accounting tasks to ensure financial accuracy and compliance.
- Applied data mining techniques to streamline financial processes, contributing to improved forecasting and reporting.
- Ensured compliance with accrual accounting and auditing standards to meet regulatory and internal requirements.
- Supported budget processes and capital management activities to aid in the allocation of financial resources across departments.
Financial Analyst
Northern Trust
03.2016 - 04.2021
- Used large ERP and CRM systems for data entry, reporting, and managing customer credit information, maintaining high levels of data integrity.
- Assisted in financial analysis and reporting using ADP Financial Services and Crystal Reports, helping leadership make informed decisions.
- Worked cross-functionally on both costing and inventory sides of the business, ensuring alignment of financial and operational goals.
- Participated in auditing and financial control activities to maintain accurate accounting records and financial transparency.
- Provided ongoing support for accounts receivable and payable processes, contributing to streamlined financial operations.
Education
Post Graduate Diploma - Business Management
Conestoga College Institute of Technology And Advanced Learning
Kitchener, None08-2022
BBA - Accounting
Bangalore University
Bangalore05-2015
Skills
- Customer Credit Management
- ERP and CRM Systems (Data Management, Reporting)
- Inventory Control & Logistics Management
- Financial Reporting & Analysis
- Budgeting & Capital Management
- Accrual Accounting & Auditing Compliance
- Data Mining & Financial Process Improvement
- Problem Resolution & Customer Service
- Month-End Close Process
- ADP Financial Services & Crystal Reports
Languages
English
Full Professional
Timeline
Financial Analyst
Robert Half
12.2022 - 05.2024
Financial Analyst
Northern Trust
03.2016 - 04.2021
Post Graduate Diploma - Business Management
Conestoga College Institute of Technology And Advanced Learning
BBA - Accounting
Bangalore University
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