Experience

Thomas, Large & Singer Inc

• Canada
• Manufacturing
• 1 - 100 Employee

• Team Leader, Credit

  • Feb 2023 - Present

  Markham, Ontario, Canada



Wealthsimple

• Canada
• Financial Services
• 700 & Above Employee

• Client Management Specialists Core Operations Analyst

  • Aug 2021 - Present

  Toronto, Ontario, Canada • Working as a key member for meeting or exceeding our set daily service level agreement hourly basis. • Be accountable for managing client’s account approval and checking their deposits transactions. • Interacting with hundreds of client’s documentations – 300-900 tickets per day to process. • Responsible for training and supervising new contracted members onboarded to our team, working on various internal projects and helping out other teams (SIN correction, delinquencies) in… Show more • Working as a key member for meeting or exceeding our set daily service level agreement hourly basis. • Be accountable for managing client’s account approval and checking their deposits transactions. • Interacting with hundreds of client’s documentations – 300-900 tickets per day to process. • Responsible for training and supervising new contracted members onboarded to our team, working on various internal projects and helping out other teams (SIN correction, delinquencies) in operations. • Being directly responsible for encouraging team, monitoring tasks, facilitating, and improving operational processes. Also working closely with CX team to deliver exceptional service to our clients. • Ensuring that all documentation is in good order -- reviewing the Account # as well as Name matches account & validation of bank and identify documents. • Ensuring all documents are according to our compliance regulatory standards and keeping a close eye for tampering analysis and monitoring any fraudulent transactions. • Create Reports to track validation of banks and identify documents. • Managing client’s account approval and deposit transactions. • Approving and reviewing 300-900 tickets/day to process client’s onboarding documents. Show less



Unilever

• United Kingdom
• Manufacturing
• 700 & Above Employee

• Claims Specialist

  • Aug 2021 - Jan 2023

  Toronto, Ontario, Canada · Process and research deductions- Receiving deductions, sorting, and validating them to ensure deduction is valid. Compiling backup and ensuring audit compliance. Clearing deductions. · Working with the KAMS to ensure events are planned meticulously and amounts are sitting in the right buckets to clear deductions · Approving all trade related deductions · Assist in deduction reconciliation’s and analysis; analysis of deduction balances • Require understanding and… Show more · Process and research deductions- Receiving deductions, sorting, and validating them to ensure deduction is valid. Compiling backup and ensuring audit compliance. Clearing deductions. · Working with the KAMS to ensure events are planned meticulously and amounts are sitting in the right buckets to clear deductions · Approving all trade related deductions · Assist in deduction reconciliation’s and analysis; analysis of deduction balances • Require understanding and usage of multiple systems (SAP, Evergreen, customer websites where applicable) - Work closely with the account team and other deduction specialists. Assist account team with deduction clearing where required. - Being the Deductions expert for the specific customer and answering all Deduction Specialists questions/ concerns, managing and leading them through everyday tasks. Escalating issues to the Deductions manager when necessary - Spotting inefficiencies and making recommendations for improvement Show less



CIBC

• Canada
• Banking
• 700 & Above Employee

• Processing Clerk

  • May 2021 - Jun 2021

  Toronto, Ontario, Canada - Cash processing for bank corporate clients. - Daily balancing of bank EOD, Production report and operator manual report using MS Excel and bank software. - Worked jointly with team to achieve weekly and monthly targets.



Seneca International

• Canada
• Higher Education
• 1 - 100 Employee

• Member - Student Advisory Group

  • Oct 2020 - Apr 2021

  Toronto, Ontario, Canada - Worked with SIA Principal, Director and Advisory team members to improve student life. - Worked as student representative.



Seneca Polytechnic

• Canada
• Higher Education
• 700 & Above Employee

• Student

  • Jan 2020 - Apr 2021

  Toronto, Ontario, Canada - Completed Post Graduate Diploma in Internation Business Management by working in a team project for Martino Footwears. - Currently pursuing Post Graduate Diploma in Financial Planning undertaking Advoics CFP course. - Preparing for Canadian Securties.

• Peer Mentor

  • Sep 2020 - Dec 2020

  Toronto, Ontario, Canada - Managed Internationals students with college services and student life in Canada. - Weekly reported to Seneca Student Life team about the progess and improvement needed.



BDS Food Products

• 1 - 100 Employee

• Junior Financial Analyst

  • Jul 2018 - Nov 2019

  Shivpuri Area, India - Assisted Senior Analyst in preparation and execution of Budget. - Provided financial information to Senior Management and produced reports for Finance Committee - Reconciliation of Bank accounts and passing necessary entries, and ensuring the statements are received and necessary approvals taken before passing an entry within corporate deadline. - Performs analyses of the business goals, objectives and needs of the general business environment. for appropriate FIS segment, division… Show more - Assisted Senior Analyst in preparation and execution of Budget. - Provided financial information to Senior Management and produced reports for Finance Committee - Reconciliation of Bank accounts and passing necessary entries, and ensuring the statements are received and necessary approvals taken before passing an entry within corporate deadline. - Performs analyses of the business goals, objectives and needs of the general business environment. for appropriate FIS segment, division, group or line of business. Show less



Prestige Institute Of management & Research , Indore

• Member - Registration Committees

  • Feb 2018 - Feb 2018

  Indore, Madhya Pradesh, India Twelfth International Conference on " Entrepreneurship, Innovation and good governance for Global Learning " - To deal with the Management of Team - To verify work go as per protocol.



Devoir Technosoft

• Intern

  • May 2017 - Jun 2017

  Indore, Madhya Pradesh, India Role & Responsibilities: - Business Development Associate. -To build clientele through Freelancer, Fiverr & Upwork. -To interact with the client and get the project for the company.



Prestige Institute Of management & Research , Indore

• Presented Paper

  • Feb 2017 - Feb 2017

  Indore, Madhya Pradesh, India Eleventh International conference based on "Developing Competencies and Skills for Global Competitive" - Presented Paper on Domenetizaton: Healthy or Unhealthy. -Presented a Research Paper with team on the effect of democratization on the Indian economy.



Prestige Institute Of management & Research , Indore

• Student Volunteer - Video conferencing Comittee

  • Feb 2016 - Feb 2016

  Indore, Madhya Pradesh, India Tenth International Conference on "Quality Education, Entrepreneurship and Exemplary Business Practice for Social Change" -To Manage the Vedo Conferencing committee. -To safeguard the records and safely submission of records.



Prestige Institute Of management & Research , Indore

• Council Member

  • Aug 2015 - Nov 2015

  Indore, Madhya Pradesh, India Council Member of Manthan 2015 -To manage the Cultural Committee for the College fest.

• Guniess World Record Attempt- Volunteer

  • Sep 2015 - Sep 2015

  Longest paper Chain - world record attempt



National Service Scheme

• India
• Non-profit Organizations
• 700 & Above Employee

• Participants

  • 2013 - 2015

• Participant - Camp

  • Jan 2014 - Jan 2014