Vinayak Singhal
Toronto,Canada
Summary
Dedicated and highly qualified Customer Representative with a solid academic foundation and extensive expertise in financial planning. Holds a Post Graduate Diploma in Financial Planning from Seneca College, Toronto, with an outstanding GPA of 3.6/4, complemented by a B.Com (Hons) in Accounting and Finance from Delhi University, achieving a GPA of 7.4/10. Possesses notable certifications, including IFC Certified in 2024 and successfully passing CFA Level 1 in 2023, showcasing a commitment to continuous professional development. Bringing practical experience from a role as a Front End Service Assistant at Costco Wholesale in Toronto, where I actively contributed to the management of the front end department.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Front End Service Assistant
Costco Wholesale
11.2023 - 01.2024
- Assisting in management of front end department at Costco
- Supporting cashier during various promotions
- Assisting in management of inventory and Cash
- Assisting in stacking products and closing store
- Greeting and helping members
Associate Financial Representative
Classic India ltd.
04.2020 - 06.2022
- Preparing sales contracts, Journal entries and preparation of financial statements
- Ensuring adherence to law and establish rules and guidelines, Assisting in preparation and consolidation of Financial Statements
- Reconciled bank statements and accounts to keep records accurate
- Interacted with independent auditors and external accounting firm for tax returns and annual audits
- Created and implemented business and marketing plans to drive growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Education
Post Graduate Diploma in Financial Planning - Financial Services
Seneca College
Toronto, ON04.2024
B.Com(HONS) - Accounting and Finance
Delhi University
06.2020
Skills
- Decision-Making
- Clear Communication
- Customer Relations
- Time Management
- Customer Assistance
Languages
English
Professional Working
Certification
- IFC Certified, 2024
- CFA L1 passed, 2023
Timeline
Front End Service Assistant
Costco Wholesale
11.2023 - 01.2024
Associate Financial Representative
Classic India ltd.
04.2020 - 06.2022
Post Graduate Diploma in Financial Planning - Financial Services
Seneca College
B.Com(HONS) - Accounting and Finance
Delhi University
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