Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Tanya Sehgal

Ottawa,ON

Overview

8
8
years of professional experience

Work History

Financial Advisor

Scotiabank
Ottawa, Ontario
02.2023 - Current
  • Client Relationship Management: Fostered strong client relationships, enhancing satisfaction and retention by 20% through personalized financial solutions based on data analysis.
  • Data-Driven Insights: Analyzed financial data and market trends to provide tailored advice, showcasing strong analytical skills relevant to data-driven decision-making.
  • Cross-Functional Collaboration: Collaborated with teams to deliver comprehensive financial strategies, highlighting teamwork and effective communication.
  • Reporting & Performance Tracking: Monitored client portfolios and prepared performance reports, aligning with the development and management of KPIs.
  • Effective Communication: Presented financial plans to clients, honing the ability to convey complex information clearly to diverse audiences.
  • Problem-Solving Skills: Identified client needs and opportunities for improvement, demonstrating critical thinking and a proactive approach to enhancing client outcomes.

Senior Consultant

Tamara Solutions
05.2018 - 01.2023
  • Project Management for Fund Reporting: Led projects for 4 different Emerging Market Funds in Australia and India ensuring compliance with federal regulations and delivering insights that informed investors through fund-reporting.
  • Team Leadership & Collaboration: Managed a team of 5 analysts, fostering collaboration and leveraging diverse skill sets to enhance project outcomes, which led to a 25% improvement in project delivery timelines.
  • Data-Driven Decision Support: Worked closely with top-level management to provide data-driven insights and recommendations, improving strategic planning processes and aligning financial strategies with government objectives.
  • Stakeholder Engagement: Engaged with various stakeholders to standardize reporting processes and enhance data quality, which resulted in a 30% reduction in data discrepancies and increased trust in reported metrics.

Associate Analyst

KPMG
11.2017 - 05.2018
  • Multi-Market Data Analysis: Conducted comprehensive data analysis across 8 markets in North Asia, Canada, Australia, and New Zealand, delivering Buy-side Financial Analysis for Mutual Fund teams and Investment Houses.
  • Client-Focused Reporting: Developed and presented detailed reports and dashboards that tracked consumer behavior trends, enabling clients to make informed decisions that led to a 15% increase in campaign effectiveness.
  • Collaboration on Strategic Initiatives: Collaborated with cross-functional teams to identify key performance indicators (KPIs) for client projects, enhancing the visibility of performance metrics and supporting ongoing optimization efforts.
  • Process Improvement & Automation: Streamlined data collection and analysis processes, implementing automation solutions that saved approximately 10 hours per week, allowing the team to focus on deeper analytical work.

Education

MBA - Finance

School of Petroleum Management (PDPU)
Gujarat
01-2015

Bachelor of Technology - Computer Science

MDU
01-2012

Skills

  • Data Analysis
  • Statistical Analysis
  • Excel Expertise
  • Data Automation
  • Critical Thinking
  • Effective Communication
  • Team Collaboration
  • Time Management

Accomplishments

Vishveriya Scholarship (Issued by State Government : 2008-2012)

Only student on campus to receive Merit scholarship for the entire duration of the course from Haryana State Government.

Timeline

Financial Advisor

Scotiabank
02.2023 - Current

Senior Consultant

Tamara Solutions
05.2018 - 01.2023

Associate Analyst

KPMG
11.2017 - 05.2018

MBA - Finance

School of Petroleum Management (PDPU)

Bachelor of Technology - Computer Science

MDU

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Tanya Sehgal