Vidish D Vayeda
Halifax,Canada
Summary
Dynamic financial management professional with extensive expertise in strategic planning and risk assessment. Proven ability to leverage comprehensive knowledge to enhance operational efficiency and foster sustainable business growth. Recognized for leading cross-functional teams and executing impactful initiatives that drive results. Committed to delivering innovative solutions aligned with organizational objectives and elevating performance.
Overview
14
14
years of professional experience
Work History
Manager-Finance & Compliance
Marsh and McLennan Companies
Halifax, NS
01.2020 - Current
- Prepare and post journal entries, and assist in the preparation of monthly, quarterly, and annual financial statements.
- Ensure compliance with internal control frameworks in accordance with domicile-specific regulatory requirements.
- Contribute to the development, enhancement, and documentation of internal control systems and workflows.
- Perform accurate reconciliation of cash, investment, and related general ledger accounts.
- Review client financial statements for accuracy, completeness, and adherence to regulatory and accounting standards.
- Prepare bank deposits, process cash disbursements, and maintain accurate transaction records.
- Assist in the preparation of annual budgets and conduct detailed variance analyses to support financial planning.
- Actively participate in process improvement initiatives and system enhancements to increase operational efficiency.
- Ensure ongoing compliance with domicile-based captive insurance regulations and reporting standards.
- Prepare board meeting materials, including financial packets, agendas, and formal minutes.
- Maintain organized and compliant client files in accordance with Marsh’s standard filing protocols.
- Serve as a point of contact for clients, providing timely support and information as required.
- Support external audit processes by preparing GAAP work papers and providing necessary documentation to auditors.
- Train and mentor new hires to ensure successful onboarding and understanding of operational procedures.
Accounting Clerk- Finance
Canadian Forces & Moral Welfare Services
Halifax, NS
07.2019 - 12.2019
- Prepared presentations and financial reports, and reviewed account reconciliations for accuracy and completeness.
- Managed daily accounting operations and oversaw the month-end close process to ensure timely and accurate reporting.
- Prepared financial statements and cash flow analyses to evaluate cash inflows, outflows, and overall liquidity.
- Managed revenue reconciliations and monitored accounts receivable to ensure proper recording and timely collections.
- Ensured the establishment and maintenance of a strong internal control system to support financial integrity and compliance.
Data Validation Associate
Symcor
Halifax, NS
04.2019 - 07.2019
- Audited cheques in accordance with established standards and procedures to ensure accuracy and readiness for further processing.
- Gained comprehensive understanding of multiple GBS applications and the unique requirements of each client.
- Maintained a high level of accuracy across all applications, with a strong focus on minimizing client-impacting errors.
- Interpreted and applied data entry instructions based on each client’s specific profile and operational guidelines.
- Ensured all processing activities were completed within established deadlines while maintaining quality and compliance.
Manager
HDFC Bank Limited
Rajkot, India
02.2014 - 02.2019
- Evaluated internal controls, identified deficiencies, and recommended enhancements to strengthen overall control effectiveness.
- Built strong working relationships with process owners by delivering high-quality reports, guidance, tools, and templates to help them meet both process and control objectives.
- Conducted end-to-end audit activities, including planning, scoping, risk assessment, control testing, documentation, and drafting final audit reports.
- Assessed the quality and effectiveness of business practices, processes, and operational activities.
- Documented, evaluated, and tested both manual and automated systems and controls to ensure operational integrity and compliance.
- Reported instances of regulatory, policy, and procedural non-compliance, providing clear and actionable findings.
- Identified risk management issues and internal control weaknesses, delivering recommendations to mitigate risks and improve governance.
- Supported process owners through training, process reviews, and ongoing advisory to enhance their operational effectiveness.
- Recommended improvements in systems, processes, and operations to strengthen efficiency, accuracy, and overall performance.
- Performed ongoing customer due diligence, including maintaining and updating AML and KYC documentation for existing clients.
- Supervised and managed a team of junior auditors, providing coaching, review support, and performance guidance.
Assistant Manager
Tirth Agro Technology Pvt. Ltd.
Rajkot, India
04.2013 - 01.2014
- Conducted meticulous audit planning by identifying high-risk areas, defining scope and coverage, and discussing key focus points with auditees prior to fieldwork.
- Provided actionable recommendations to address identified control gaps, process deficiencies, and operational weaknesses.
- Identified discrepancies and inconsistencies in purchase operations through detailed testing and analytical review.
- Tested the design and operating effectiveness of internal controls and supported the development and refinement of organizational policies.
- Suggested process improvements aimed at strengthening efficiency, accuracy, and internal control effectiveness.
- Ensured business processes complied with organizational policies, internal guidelines, and regulatory requirements.
- Acted as a liaison between control owners and external auditors, facilitating timely information requests and documentation flow.
- Trained and supervised junior audit staff, providing guidance on audit methodologies, testing procedures, and documentation standards.
Executive
Marwadi Group (Insurance/Shares & Broking)
07.2011 - 03.2013
- Prepared and presented comparative financial analyses to evaluate quarterly financial performance and support strategic decision-making.
- Established and monitored financial risk controls and supported internal audit activities to strengthen governance and compliance.
- Assessed branch profitability by analyzing cost structures, revenue drivers, and operational trends.
- Performed reconciliations of broker and client ledgers, ensuring accuracy, completeness, and timely resolution of discrepancies.
- Prepared and delivered MIS reports to provide insight into the company’s financial performance and operational efficiency.
- Coordinated and collaborated with external auditors to facilitate timely completion of statutory audits.
- Ensured compliance with applicable Indian Accounting Standards (Ind AS) across all financial reporting activities.
- Recommended process improvements to enhance accuracy, efficiency, and internal control effectiveness.
- Managed capital expenditure planning and worked with business unit leaders to coordinate monthly financial forecasts.
Education
CPA Candidate - US CPA-Pursuing
USA CPA
USA01.2025
Fellow Chartered Accountant -
The Institute of Chartered Accountants of India (ICAI)
India01.2013
Bachelor of Commerce - Accounting And Finance
Saurashtra University
India05.2006
Skills
- Experienced with Microsoft Office applications
- Experience with ERP systems
- Experience with banking software
- Financial software for brokers
- Experienced in utilizing insurance accounting platforms
- Experienced in client Record Software
- Problem-solving skills
- Customer engagement strategies
- Meticulous attention to detail
- Strong organizational abilities
- Task prioritization expertise
- Effective verbal communication
Accomplishments
- Colleague of the Quarter, Colleague Star Award, and AME Five Award – Marsh & McLennan Companies
Recognized for outstanding performance, contribution, and commitment to organizational excellence.
- Gold Star Award Nomination – HDFC Bank Limited
Nominated for providing a key recommendation that enabled the organization to achieve Service Tax Credit savings of CAD 700,000.
- Certificate of Appreciation – Data Migration Process – Tirth Agro Technology Pvt. Ltd.
Commended for successfully designing and implementing a data migration process from SAP to Tally, resulting in significant reduction in manpower costs.
Languages
English
Full Professional
Hindi
Professional Working
Gujarati
Native or Bilingual
Timeline
Manager-Finance & Compliance
Marsh and McLennan Companies
01.2020 - Current
Accounting Clerk- Finance
Canadian Forces & Moral Welfare Services
07.2019 - 12.2019
Data Validation Associate
Symcor
04.2019 - 07.2019
Manager
HDFC Bank Limited
02.2014 - 02.2019
Assistant Manager
Tirth Agro Technology Pvt. Ltd.
04.2013 - 01.2014
Executive
Marwadi Group (Insurance/Shares & Broking)
07.2011 - 03.2013
CPA Candidate - US CPA-Pursuing
USA CPA
Fellow Chartered Accountant -
The Institute of Chartered Accountants of India (ICAI)
Bachelor of Commerce - Accounting And Finance
Saurashtra University
Personal Information
- Nationality: Canadian
- Date of Birth: September 24, 1986