See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Parth Bilakhiya is a seasoned finance professional with a strong background in accounting, financial analysis, and customer service. With a Graduate Diploma in Accounting and a Bachelor’s Degree in Accounting and Finance, he has honed his skills in financial reporting, budgeting, and financial modeling. His experience in various industries, including banking, healthcare, and logistics, has equipped him with a unique understanding of business operations and customer needs.

Credentials

  • CFA level 1
    CFA Institute
    Dec, 2016
    - May, 2026
  • XERO Payroll certified
    Xero
    Dec, 2019
    - May, 2026
  • IELTS
    IDP Education Ltd
    Jul, 2014
    - May, 2026

Experience

    • New Zealand
    • Banking
    • 400 - 500 Employee
    • Credit Manager
      • Feb 2022 - Present

    • Credit Administrator
      • Nov 2021 - Feb 2022

    • New Zealand
    • Hospitals and Health Care
    • 700 & Above Employee
    • Senior service facilitator
      • Oct 2020 - Nov 2021

    • Service facilitator
      • Aug 2020 - Oct 2020

    • New Zealand
    • Hospitals and Health Care
    • 300 - 400 Employee
    • Team Lead
      • Apr 2020 - Jul 2020

      • Managing & supporting a team of Healthline advisors.• Reviewing calls to achieve & maintain the culture & standards set by the company, conducting team building exercises & training new staff. • Conducting one-on-ones to ensure well-being of all team members directly reporting in-to me & provide adequate support for growth.• Utilizing salesforce to complete the national contact tracing system launched by the Ministry of Health to assist in tracing COVID cases in New Zealand.

    • Covid19 response support
      • Mar 2020 - Apr 2020

      • CSR for Inbound & Outbound phone calls on the Healthline; queries related to the COVID-19 & other ministry of health & MBIE related queries.• Documentation of records of callers into spectrum (CRM), Interaction desktop (Phone software) & Genesys (Outbound phone & CRM software)• Providing high level of customer service, most updated information on new developments & understanding concerns related to general wellbeing of callers & escalating as required

  • intelliHUB Group
    • Auckland, New Zealand
    • Metering Services Coordinator
      • Aug 2019 - Mar 2020
      • Auckland, New Zealand

      • Providing high level of business process and deployment support to deliver Intellihub’s increased services as a National Service Provider of Advanced Metering Infrastructure (AMI).• Implementing initiatives for enhancing productivity for business as usual functions.• Contributing toward high-level of customer service support to all stakeholders associated with Intellihub’s operations.• Accountable for developing & delivering reports of jobs in-progress & managing contractor support systems to keep tabs on any escalations.• Sharing ideas & contributing towards awareness of changes with business as usual tasks & new projects• Participating in weekly & fortnightly team meetings.

  • Pernod Ricard Winemakers
    • Auckland, New Zealand
    • Cellarhand
      • Oct 2018 - Aug 2019
      • Auckland, New Zealand

      Performing cellar duties as delegated by the Assistant Winery Manager/Winery Manager/Winemakers.Maintaining a hygienic and safe working environment by continually attending to good cellar housekeeping.Contributing towards continuous improvement and problem solving in the winery.Actively participating in QSE training and initiatives.

  • NeatMeatDC
    • Auckland, New Zealand
    • Office Administrator
      • Oct 2018 - Oct 2018
      • Auckland, New Zealand

      • Third-Party Logistics services and administration duties • Client & stakeholder liaison, communication with various departments of the company.• Processing orders in the system & working with the warehouse department toward end-to-end logistics coordination.• Inventory management & stock-in-hand upkeep.• Aiming to facilitate improvements of the existing systems and problem-solving.

  • The Warehouse Ltd
    • Botany Downs, Auckland.
    • Team member
      • Jul 2017 - Sep 2018
      • Botany Downs, Auckland.

       Supported store managers in maintaining high-level customer service across the store and liaised with the company contact to effectively manage all after sales services and customer’s feedback  Monitored the store operational requirements, ensured timely replenishment of goods/stock in the stock room and oversaw the arrangement of products across the store Mapped customer’s needs, provided best products to suit their requirements and offered prompt after-sales service; resolved customer complaints as per the given deadline

  • PwC
    • Mumbai Area, India
    • Analyst
      • Jan 2017 - Oct 2017
      • Mumbai Area, India

       Pivotal as First Point of Contact (FPOC) for over 20 premier banks of India and successfully executed key projects  Prepared financial reports, charts, tables and other exhibits as requested; completed reviews and scrutinized financial account statements of various national and multinational companies Ensured effective utilization of financial analysis techniques, tools and concepts for providing insights to management on driving business results Conducted reviews of emails to minimize fraudulent activities; developed reports of on-going and concluded reviews; wrote emails to various clients and provided updates on project progress and reviewsKey Accomplishments: Worked for:o British Petroleum as a key project member with PWC in assisting US and UK entities process claims worth USD 14 billion dollars to affected businesses in the stateso State Bank of India as an in-charge for exchanging crucial project data from top 20 listed banks across India Garnered a trophy for delivering exemplary performance and successful execution of the British Petroleum project  Key member of the Forensics Team (Mumbai) in completing a project which involved processing claims for a multinational company by gathering data from annual business reports and implementing various processes  Successfully conducted detailed reviews of over 50-60k emails on various projects for providing a proper overview of the business

  • Convergys
    • Mumbai Area, India
    • Customer Care Officer
      • Mar 2015 - Apr 2015
      • Mumbai Area, India

       Rendered services as an overseas telephone officer for a major DSL internet provider in Australia Delivered effective solutions for all customer queries pertaining to starting/stopping/renewal of DSLD fibre-internet connection from Optus (Australia) Assisted broadband users on various problems/issues through telephonic interactions; handled all complaint/feedback calls from customers

Education

  • 2017 - 2017
    Manukau Institute of Technology
    Graduate Diploma in Accounting (Level 7), Accounting
  • 2011 - 2014
    L S Raheja College of Arts and Commerce
    Bachelor’s Degree, Accounting and Finance
  • 2000 - 2009
    The Bishops School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

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

Similar Profiles