Viraj Chavan

Analyst at Promo Pack Solutions Corp.
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Contact Information
us****@****om
(386) 825-5501
Location
Calgary, Alberta, Canada, CA
Languages
  • English Full professional proficiency
  • Marathi Native or bilingual proficiency
  • Hindi Limited working proficiency

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Nisha K.

Viraj is one of the greatest professionals I have worked with and he goes the extra mile when you ask for some assistance and guidance. His expertise in Accounting and Finance is immense and it enabled our team to come up with more valuable outcomes for different pension plans. He is a creative thinker, dedicated, punctual, and responsive team member. Viraj will be a valuable asset to any company he joins.

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Credentials

  • Data Analytics and Machine Learning
    AICPA
    Jun, 2021
    - Nov, 2024
  • 2020 Digital Mindset
    Association of International Certified Professional Accountants
    Sep, 2020
    - Nov, 2024
  • Verified International Academic Qualifications
    World Education Services (WES)
    Jul, 2019
    - Nov, 2024
  • Advance Diploma in Management Accounting
    CIMA
  • Post Graduate Program in Management Accounting
    IMS Proschool Pvt. Ltd.

Experience

  • Promo Pack Solutions Corp.
    • Canada
    • Manufacturing
    • 1 - 100 Employee
    • Analyst
      • Mar 2023 - Present

  • Morningstar
    • United States
    • Financial Services
    • 700 & Above Employee
    • Data Research Analyst
      • Aug 2021 - Sep 2022

      Worked in the Equity Operations department as part of the Normalized Profitability metrics (NPM) Team. - Responsible for researching & analyzing financial statements & media releases of listed companies across global markets to derive the core profits of the organization which helps the institutional investors, fund managers, analysts and creditors to make informed decisions. - Worked on the IPO companies by going through their Prospectus document to collect non-recurring income/expenses and reporting their normalized profits. - Due to my exceptional digital skills, I was made the Tech Single Point of Contact (SPOC) for the team to troubleshoot and resolve issues related to database server and process application [CPMS] via JIRA platform. Appreciation: Received a 'You Rock' card for consistently achieving more than 100% Productivity while maintaining the quality above 98% Show less

  • Aldrich
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Associate
      • Dec 2016 - Feb 2018

      Worked as an 'Associate' in the Retirement Plan Solutions department at Aldrich Business Services Pvt. Ltd., formerly known as AKT BSPL (a wholly owned subsidiary of Aldrich Advisors & CPAs) My responsibilities included: - Data Processing for Retirement plans such as 401(k)s and 403(b)s for clients ranging from small businesses to corporates. - Checking Compliance of the Retirement Plans in accordance with ERISA. - Maintaining Accounts of the assets & liabilities of the Retirement Plans as per the Investment report provided by the TPA (Trust Accounting) - Helping US Team in filing FORM 5500's as per the requirement of IRS . Show less

Education

  • The Chartered Institute of Management Accountants
    CIMA Qualified, Accounting and Business/Management
  • University of Mumbai
    Master of Commerce, Accounting and Finance
    2015 - 2017
  • IMS Proschool
    Post Graduate Program in Management Accounting, Accounting and Business/Management
    2015 - 2016
  • R A Podar College of Commerce & Economics Matunga Mumbai 400 019
    Bachelor of Commerce (B.Com.), Accounting and Finance
    2011 - 2014

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