Zulfi Khan
Surrey,Canada
Summary
Dedicated Finance and Accounting professional with experience in providing financial advice, asset management, risk management strategies and overall support in managing client's finances. Highly proficient and knowledgeable in global financial markets and bringing forth a proven track record of client satisfaction. Skilled at verifying, analyzing data, compiling information and performing detailed research to ensure accuracy for all financial transactions.
Also, an experienced Accounting Services professional (SaaS) with skills in providing clients with optimal assistance in accounting, payroll, data entry and ERP solutions. This includes assistance with maintaining a chart of accounts, managing the general ledger, reconciling accounts and generating financial statements.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account/Partner Development Manager
Sage
07.2022 - Current
- Established trust and relationship with partners to promote growth and retention.
- Support accountants to overcome challenges and achieve goals.
- Assisting accounting firms to streamline accounting processes and increase efficiency.
- Provide knowledge and educational resources to Accountants & Bookkeepers through the use of technology.
- Researched and identified opportunities for account growth, account penetration and market expansion.
- Provide excellent presentation to partners with Accounting, HR and Finance solutions.
- Understand partners business model and offer growth solutions.
- Identified and pursued valuable business opportunities to generate new company revenue and improve profitability.
Senior Financial Services Advisor
Innovation Group - Suncorp Bank
10.2015 - 11.2020
- Understand client needs and develop financial plans to address them.
- Stay up-to date with industry trends and continuously expand knowledge in auto insurance industry.
- Identify key staff in Suncorp network companies to cultivate profitable relationships.
- Action third party claims lodged by insured clients via onshore and offshore teams and prepare adjustment reports.
- Examine facts and reports to determine validity of insurance claims.
- Determine amount of loss or damages covered by insurance policies and ensured financial obligations have been fulfilled by insured client.
- Contact not at fault third parties according to company practices and procedures to discuss assessment and negotiate settlements.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive commercial banking solutions and retail financing options.
Business Development Manager
B Solar
11.2020 - 06.2021
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Established relationships with key decision-makers to promote growth and retention.
- Worked with existing customers to increase purchase of products and services.
- Negotiated, prepared and signed contracts with the clients.
- Generated new business with marketing initiatives and strategic plans.
- Identified key products, services and used data to devise innovative sales and marketing plans enabling growth.
- Performed research to uncover potential target areas, markets and industries.
- Created reports and presentations detailing business development activities.
Education
Masters of Professional Accounting - Accounting
Federation University Australia
Melbourne Australia.12.2015
Bachelor of Finance - Finance
Swinburne University of Technology
Melbourne Australia.11.2013
Skills
- Solution Optimization
- Managing Wealth
- Financial Services
- Insurance Industry Knowledge
- Accounts Payable and Accounts Receivable
- Account Retention
- Financial Markets
- Financial Reporting
- Client/Partnership Management
- Product and Service Sales
- Analytical Skills
- Microsoft Office
- Salesforce
- Leadership
Certification
- Canadian Securities Course (CSC) - JAN 2023 - JUN 2023.
Timeline
Account/Partner Development Manager
Sage
07.2022 - Current
Business Development Manager
B Solar
11.2020 - 06.2021
Senior Financial Services Advisor
Innovation Group - Suncorp Bank
10.2015 - 11.2020
Masters of Professional Accounting - Accounting
Federation University Australia
Bachelor of Finance - Finance
Swinburne University of Technology
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