Sarfraz Shariff

Dynamics 365 Technical Specialist at Workplace Safety North
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
CA

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Canada
    • Business Consulting and Services
    • 1 - 100 Employee
    • Dynamics 365 Technical Specialist
      • Mar 2022 - Present

    • Utilities
    • 700 & Above Employee
    • Business Solutions Analyst - Energy Conservation
      • Nov 2019 - Mar 2022

      Working as a Business Analyst and Admin for the DSM CRM system, finding issues through Data Analytics and working on Solutions to fix them. - Troubleshooting user issues and providing solutions by personally investigating them or working with vendors. - Analyzing Data to find discrepancies between CRM and data feeding into it from external integrations; Fixed data discrepancies between CRM and payment processing system to deliver various teams with the most up to date information by configuring and adding the missing data to weekly data loads. - Provided Solutions to multiple problems of varying complexity levels. Problems were often found through analyzing and comparing data inputs in multiple systems, and from performing tests on workflows and processes using various user roles. - Created various manuals to document processes and responsibilities I took over. This allows for anyone else in the team (new or old) to perform these tasks. - Worked on UAT for new security change update that defined user access and reduced user error. Created System Change documentations for users, and provided training and walkthrough sessions to give more frequent users a better understanding of this update. -Provided Training regarding various features and processes in the CRM to multiple teams and users.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Client Manager
      • Feb 2019 - May 2019

      - Reduced the onboarding timeline by more than 25% within 45 days of obtaining the role. - Identified client needs and secured 75 investment and commercial banking clients for various products including fixed income, derivatives, and foreign exchange products. - Executed the required Know Your Customer (KYC) screening on entities ensuring applicable AML regulations were followed. - Completed Customer Due Diligence (CDD) on various entities, including Master Group Parents and fulfilled 25 client renewals in 30 days. - Achieved a passing score from the Securities and Exchange Commission by assisting in carrying out system data reconciliation for all clients with the Investment Bank. - Partnered with national and international teams to ensure all systems maintained accurate information. Ensured Investment Bank clients (with trade products) obtained the correct products with accurate risk ratings.

    • Business Systems Analyst
      • Jan 2017 - Oct 2018

      - Project lead for new Order Processing System to reduce processing time and optimize processes. performed User Acceptance Testing and created training materials for all user types to navigate the newly developed processing system. - Transformed various manual business processes into automated processes (including customer order tracking, expense tracking, etc.) which led to cutting the daily processing times by approximately 15 hours for the back-office staff. - Created various graphic design products such as corporate event banners for events, jacket linings, event posters and tickets, and video wall animations. - Set up new Point of Sale System and streamlined payment tracking procedures to ensure visibility of received funds. - Managed procurement of various products such as event and office beverages, office supplies, and office technology (laptops, printers, tablets e.t.c). - Performed various administrative tasks such as receiving and steaming out garments ordered from the factory, managing garment alterations, and delivery of garments to clients. - CRM System Administrator performing various tasks such as organizing all client information, assigning new contacts and leads to sales associates, creating call lists for sales associates and back office staff, created and modified templates and sequences for email marketing campaigns, managed calendar booking system for sales associates. - Administrator for G-Suite, managing new and existing email accounts and troubleshooting issues arising with gmail and extensions. - Worked on development of new company website and eCommerce platform, set up product and pricing as well as payment processing system on eCommerce website. - Enhanced social media presence and initiated strategic digital content/advertising campaigns which resulted in significant growth of followers per week and overall across instagram and facebook platforms.

  • Compulynx Limited
    • Nairobi, Kenya
    • Software Development Intern
      • May 2013 - Jul 2013

      - Apprentice overseeing Java Programming and Coding SQL database tasks. - Developed content database applications for internal testing by the development team, including contacts, pricing, and schedules. - Apprentice overseeing Java Programming and Coding SQL database tasks. - Developed content database applications for internal testing by the development team, including contacts, pricing, and schedules.

    • Kenya
    • Banking
    • 700 & Above Employee
    • Financial Analyst Intern
      • May 2012 - Jul 2012

      - Prepared and reviewed the banks daily liquidity reports in six departments across 50 branches. - Built high-level professional relationships, directed contacts, and assured high-quality partnerships were maintained between banking divisions and personnel. - Developed schedules for cost allocation to branches and departments. - Accounting functions included: processed invoices for approval, prepared general ledgers entries, funds transfers, and more. - Prepared and reviewed the banks daily liquidity reports in six departments across 50 branches. - Built high-level professional relationships, directed contacts, and assured high-quality partnerships were maintained between banking divisions and personnel. - Developed schedules for cost allocation to branches and departments. - Accounting functions included: processed invoices for approval, prepared general ledgers entries, funds transfers, and more.

Education

  • BrainStation
    Data Analytics
    2019 - 2019
  • University of Waterloo
    Bachelor's degree, Mathematical Studies (Business Specialization)
    2011 - 2016

Community

You need to have a working account to view this content. Click here to join now