Yaman Poudyal
Toronto,Ontario
Summary
I'm a Chartered Financial Analyst (CFA) level 1 candidate and a finance graduate with two years of professional experience in the sector. Skilled in data analytics using calculus and algebra, with client management experience.
Overview
3
3
years of professional experience
Work History
Sales Team Member
Tim Hortons
08.2021 - 04.2022
- Addressing inquiries on goods and services business offers
- Processing transactions and orders
- Troubleshooting issues and fixing technical concerns
- Delivering details on business's products
- Proactively engaging with over 100 customers on daily basis.
- Addressing client complaints
- Collecting and studying client feedback.
- Maintained organized, presentable merchandise to drive continuous sales.
Team Member
NAASA SECURITIES PRIVATE LIMITED
07.2020 - 03.2021
- Licensed broker in Nepal Stock Exchange)
- Executed buy and sell orders for clients that were valued up to CAD 80,000
- Provided investment advice to new clients, which netted them year on year net average returns of 12-15%
- Supported internal fundamental and technical analysis, which extended to using quantitative analysis to identify new investment opportunities
- Demonstrated the capacity to build long-lasting business connections and ensured client involvement and satisfaction with a capacity to build long-lasting business connections and ensured client involvement and satisfaction with a positive attitude and excellent client empathy.
Assistant Supervisor
UNIVERSAL ALLIANCE PRIVATE LIMITED
07.2019 - 03.2020
- Analyzed company data using accounting software (Tally) to produce financial forecasts and confirm financial record
- Trusted to develop control measures to reduce theft of financial loss
- Co-developed accounting control measures with company chief accountant that prevented fund misuse/theft which led to more than CAD 3,000 savings for company
- Supported year end company audit, acting as focal liaison for company financial documents.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Education
Global Business Management - International Business Management
CENTENNIAL COLLEGE
Toronto, ON12.2021
BBA - Accounting And Finance
BANGALORE UNIVERSITY
Bangalore, India2019
Skills
- Promotional Planning
- Complex Problem-Solving
- Providing Feedback
- Financial Forecasting
- Presentation skills
- Data Collection
- Excellent attention to detail
- Financial Management
- Expert in customer relations
- Documentation skills
- Project Management
- Preparing budgets
- Forecasting trends
- Data Collection & Research
- Report writing
Accomplishments
- Highest marks secured in Financial Account and Quantitative Methods for Business(Statistics) in 1st, 2nd, 4th, and 5th semester in Bangalore University with perfect score of Centum
- Good knowledge of financial books like Intelligent Investor, One up in Wall Street and Security Analysis
- Excellent working knowledge of MS-Office (Word, Excel, Power Point etc.)
- Fluent in Nepali, English, & Hindi languages with excellent written and verbal communication skills
- Discipline, dedicated to teamwork, interest in technology, ability to share knowledge, and flexibility in dealing with a variety of situations
- Quick Learner and Multi-Tasker
- Pressure handling with good presentation skills
- Strong problem-solving skills
- Strong analytical and logical thinking skills.
Timeline
Sales Team Member
Tim Hortons
08.2021 - 04.2022
Team Member
NAASA SECURITIES PRIVATE LIMITED
07.2020 - 03.2021
Assistant Supervisor
UNIVERSAL ALLIANCE PRIVATE LIMITED
07.2019 - 03.2020
Global Business Management - International Business Management
CENTENNIAL COLLEGE
BBA - Accounting And Finance
BANGALORE UNIVERSITY
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