XAVIER MACWAN
Toronto,ON
Summary
Detail-oriented team player with strong organizational skills and a positive attitude. Ability to handle multiple projects simultaneously with a high degree of accuracy while working in a challenging environment and willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Auditor
TD Audit
06.2022 - 06.2023
- Performed Internal controls audit consisting of observing procedures, examining documentation, documenting business processes & controls, testing/validating controls and utilizing computer programs to analyze data
- Executed end-to-end audit engagements, evaluating control design and operational effectiveness, resulting in a reduction in control deficiencies
- Presented findings and recommendations to senior management, providing actionable insights to enhance financial reporting integrity and compliance
- Conducted detailed risk assessments and identified control gaps, leading to targeted remediation efforts and ultimately reducing financial reporting risks
- Leveraged advanced auditing tools (JIRA, Sharepoint, Diamond, etc) to enhance audit procedures and improve data analytics capabilities, resulting in more effective testing and reporting
- Collaborated closely with external auditors, facilitating seamless audit engagements and ensuring timely completion of audit requirements
- Participated in professional group meetings and leased with Audit partners in resolving problems.
Transition Support Associate
TD Wealth
06.2021 - 05.2022
- Provided lead support for transition of Financial Planners to Investment Advisors
- Proactively identified, prioritized, and took ownership of issues that arouse throughout the transition process
- Escalated issues to the applicable department (operations, technology, products & services, registration, transfers, estates etc.)
- Assisted Investment Advisors by giving accurate, timely information on products, services, procedures and client account information
- Worked effectively and gained exposure to important tools like JIRA, ISM, WCO, Ticketing, EIS, etc
- Developed and delivered leadership education (Process Fundamentals) and tool training (Process Management Training) for one-on-one session
- Helped Lead major transition of high Net Worth Clients for the company for about $500M from FP to PIA
- Was recognized by the Business as a Quality Checker - Auditing for the team and assist with complex account applications.
Customer Service Officer
TD Auto Finance
04.2019 - 06.2021
- Handled customer inquiries, complaints, billing questions, payment extensions and service requests
- Managed a high-volume workload within a deadline driven environment with speed, accuracy and professionalism
- Responded to and clarified customers' questions and concerns regarding their loans and lines of credit
- Collected and processed customers' payments correctly and in a timely manner
- Assisted in one-on-one on the job training for the newly hired employees
- Handled external inquiries during peak periods to reduce wait times and maximize customer satisfaction.
Crew Member (customer service)
McDonalds, Nanaimo
10.2017 - 07.2019
- Connected well with customers in person and by telephone, giving them the best care of what they need
- Processed cash or credit/debit card payments and ensured that proper receipts and change was given to customers
- Adapted to restaurant operational needs at peak times
- Maintained company standards for service speed, cleanliness and sanitation
- Excelled within fast-paced environment, continually taking on increased levels of responsibility.
Customer Service Crew Member
Little Caesars Pizza, Nanaimo
09.2018 - 03.2019
- Took necessary steps to meet customer needs and effectively resolve food and service issues
- Up-sold additional menu items and beverages to increase restaurant profits
- Quickly and efficiently processed payments and made accurate change
- Maintained a neat, well-groomed appearance including impeccable hygiene, hair restraint and minimum jewellery that met company standards
- Worked well with crew members and openly invited coaching from the management team.
Accounts & Administrative Assistant
Yellow Cab, Nanaimo
07.2017 - 11.2018
- Documented daily entries in accounting register to keep the financial records updated
- Posted payments and credits to customer accounts to update operating balances
- Gathered and organized relevant financial records monthly
- Effected employee payroll processes in the system
- Supervised working of cab drivers and completed the required paperwork
- Provided feedback to management and resolved various customer and driver concerns
- Assisted with other administrative tasks as directed.
Accounts & Finance Assistant
Permatech Concrete Solutions, Mumbai
09.2009 - 05.2016
- Developed inventory analysis reports and applied variances to check differences
- Monitored inventory levels & assisted in improving internal controls related to inventory
- Verified accurate standard costs in order to avoid inconsistencies
- Reconciled inventory accounts to the general ledger to avoid differences in profits & stock
- Maintained account of petty expenses
- Built & managed strong relations with external clients and vendors.
Accounts Coach
Private tutorials, Mumbai
08.2007 - 03.2016
- Tutored students every year in topics of Bookkeeping, Accountancy and Management
- Developed custom teaching methods, including homework, assessments and practice tests
- Identified the needs of learners and adapted to different delivery styles to meet their needs
- Communicated with parents about students' progress and provide feedback.
Education
Master of Science in International Management (dual degree) -
University of Hertfordshire, UK
08.2018
Master of Business Administration (dual degree) -
Vancouver Island University, Canada
05.2018
Bachelors of Commerce - Banking & Insurance
Mumbai University, India
06.2009
Skills
- Auditing financial controls
- Review asset utilization
- Bank reconciliation
- Journal and General ledger accounting
- Full cycle accounting
- Customer Service
- Microsoft suite
- Balance Sheets
Certification
- Certification in Tally, Institute of Computer Accountants, India, 2016
- Increased Economic Uncertainty and Balance Sheet Management
- Accounting Cycle and Accrual-Basis Accounting
Volunteer Experience
- Fund Raiser and Volunteer, Green Peace Environment Trust, Mumbai, 04/01/05
- Youth Head and Event Organiser, St. Francis of Assisi Church, Mumbai, 2006
- Sales Insurance Agent, Royal Sundaram General Insurance Co. Ltd, 04/01/04
Languages
English
Full Professional
Hindi
Professional Working
Marathi
Professional Working
Gujarati
Full Professional
Timeline
Senior Auditor
TD Audit
06.2022 - 06.2023
Transition Support Associate
TD Wealth
06.2021 - 05.2022
Customer Service Officer
TD Auto Finance
04.2019 - 06.2021
Customer Service Crew Member
Little Caesars Pizza, Nanaimo
09.2018 - 03.2019
Crew Member (customer service)
McDonalds, Nanaimo
10.2017 - 07.2019
Accounts & Administrative Assistant
Yellow Cab, Nanaimo
07.2017 - 11.2018
Accounts & Finance Assistant
Permatech Concrete Solutions, Mumbai
09.2009 - 05.2016
Accounts Coach
Private tutorials, Mumbai
08.2007 - 03.2016
Master of Science in International Management (dual degree) -
University of Hertfordshire, UK
Master of Business Administration (dual degree) -
Vancouver Island University, Canada
Bachelors of Commerce - Banking & Insurance
Mumbai University, India
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