Corporate Financial Analyst

• Jun 2023 - Present

• Performed & analyzed month-end variance analysis & trends, budgeting, forecasting, and closing process. • Prepared monthly and quarterly financial reports including analysis of business performance, inventory trends & balance sheet data. • Reviewed monthly financial results with senior leadership & provided concise financial analysis. • Performed ad-hoc analysis research on financials & divisional performance. • Developed & maintained various dashboards for tropical reporting of win/losses & price changes. • Collaborated with cross-functional teams to provide consolidated report that will help management to take decisions Show less

Associate

• Aug 2022 - Jun 2023

• Ascertained the correct taxability of Corporate & Non-cash Corporate Actions: stocks, bonds, rights etc. • Actioned quarterly Qualified Notices issued under section 1446(f) of IRC for 13+ CUSIPS. • Performed Split Year Reporting, Canadian Reporting, & Ad-hoc reporting for 1042S & 1099 for 80+ A/c. • Managed & performed mock form checkout and error queue process for 1099 & 1042S with an eye for data quality. • Handled various regulatory tax reporting, withholding & documentation inquiries. • Performed weekly processes of reconciliation the OTC contracts details under 871(m) using Odyssey. • Collaborated with cross-functional teams for process improvement & resolution of complex issues. • Graduated Data School – Data Visualization, SQL, Data Blending, Data Warehousing, Defensive Design Show less

Financial Planning and Analysis Intern

• May 2022 - Aug 2022

• Analyzed operating costs, identified trends, tracked budgets, & performed variance analysis. • Assisted in creating NPV, IRR, DCF & ROI model for evaluating financial implications. • Performed cash management functions - determining daily cash position, processing wires, reconciliation. • Prepared ad-hoc reports analysis & conducted special projects as required. • Updated financial & business models/processes/dashboards with an eye towards automation. • Analyzed operating costs, identified trends, tracked budgets, & performed variance analysis. • Assisted in creating NPV, IRR, DCF & ROI model for evaluating financial implications. • Performed cash management functions - determining daily cash position, processing wires, reconciliation. • Prepared ad-hoc reports analysis & conducted special projects as required. • Updated financial & business models/processes/dashboards with an eye towards automation.

Graduate Teaching Assistant - Business Valuation

• Jan 2022 - May 2022

Course: Business Valuation • Assisted Professor in designing course material, setting up class page and zoom sessions. • Worked closely with the professor to identify issues students are having and develop appropriate solutions. • Graded assignment, quizzes, exam and group projects. Course: Business Valuation • Assisted Professor in designing course material, setting up class page and zoom sessions. • Worked closely with the professor to identify issues students are having and develop appropriate solutions. • Graded assignment, quizzes, exam and group projects.

Associate

• Nov 2018 - Jan 2020

• Assisted in advising clients in respect of issues pertaining to tax including planning and structuring.• Analyzed financial statements and other financial data of the clients to provide a legal opinion.• Assisted the securities and capital market team on issues pertaining to insider trading.• Conducted compliance and due diligence for determining potential tax savings.• Drafted legal opinions and other legal documents and represented clients before the court of law.• Performed extensive research and analysis regarding crucial tax, securities, and other business law issues Show less

Trainee

• Jun 2018 - Oct 2018

Legal Associate

• Sep 2014 - Jan 2017

• Assisted in providing legal guidance to the clients, including general advice and negotiation. • Performed acquisition due diligence and assisted in drafting the report. • Assisted in developing a financial model and valuation analysis for a potential acquisition transaction. • Assisted in providing legal guidance to the clients, including general advice and negotiation. • Performed acquisition due diligence and assisted in drafting the report. • Assisted in developing a financial model and valuation analysis for a potential acquisition transaction.

Article Assistant

• Jun 2010 - May 2014

• Prepared and finalised financial statement. • Assisted in preparation and finalization of income tax returns. • Developed financial and statistical analysis, budgeting, and forecasting for companies. • Audited the accounting entries to comply with the accounting system and table of depreciation for assets. • Prepared and finalised financial statement. • Assisted in preparation and finalization of income tax returns. • Developed financial and statistical analysis, budgeting, and forecasting for companies. • Audited the accounting entries to comply with the accounting system and table of depreciation for assets.