Sumit Mehta

Senior Financial Analyst at SBI Canada Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Toronto Area, Canada, CA

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Experience

    • 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

    • 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

    • 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

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