Sumit Mehta
Senior Financial Analyst at SBI Canada Bank- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
SBI Canada Bank
-
Canada
-
Financial Services
-
1 - 100 Employee
-
Senior Financial Analyst
-
Dec 2022 - Present
Perform financial forecasting, reporting, and operational metrics tracking. • Analyze data and prepare monthly-quarterly and yearly financial reports. • Report on financial performance and prepare for regular leadership reviews. • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements. • Work closely with the finance team under the guidance of Chief Financing officer (CFO) to ensure accurate financial reporting and always try my level best to build a healthy working atmosphere. • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts. • Provide analysis of trends and forecasts and recommend actions for optimization by analysing and interpreting data and making comparative analyses; study proposed changes in methods and materials. • Ensuring cost analysis process by establishing and enforcing policies and procedures with ASPE/OSFI/BCAR/GAAP. • Helps the staff during audit period and on special projects as per the requirement. Show less
-
-
-
HDFC Bank
-
India
-
Banking
-
700 & Above Employee
-
Senior Manager
-
Oct 2019 - Oct 2022
• Managed a team of 20 people for business development and budget achievement. • Generated new business data and performed customer needs analysis with marketing initiatives and strategic plans for the same. In the financial year (2021-22), increased business by 75 million by attracting new clients through personal contacts and business development calls. • Worked together with our Channel Partners to understand the financial requirements of corporate customers and provide tailor made products as per their needs. • Proactively engaged with clients in the branch and delivered an outstanding service experience. • Planned, organized, directed, controlled, and evaluated a sales team of 10 staff and overachieved sales target by selling financial products. • Nurtured strong, long-standing relationships for the growth of the branch business by delivering against individual and team sales goals that support a positive customer experience. Show less
-
-
-
Axis Bank
-
India
-
Banking
-
700 & Above Employee
-
Financial Analyst
-
Nov 2010 - Oct 2019
• Perform financial forecasting, reporting, and operational metrics tracking. • Analyze data and prepare monthly-quarterly and yearly financial reports. • Report on financial performance and prepare for regular leadership reviews. • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements. • Work closely with the finance team under the guidance of Chief Financing officer (CFO) to ensure accurate financial reporting and always try my level best to build a healthy working atmosphere. • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts. • Provide analysis of trends and forecasts and recommend actions for optimization by analysing and interpreting data and making comparative analyses; study proposed changes in methods and materials. • Ensuring cost analysis process by establishing and enforcing policies and procedures with ASPE/OSFI/BCAR/GAAP. • Helps the staff during audit period and on special projects as per the requirement. Relationship Show less
-
-