Aditi Agarwal

Aditi Agarwal Email and Phone Number

Certified Investment Funds Professional with over 11 years of experience in the Financial Services Industry. Expertise in investment management, regulatory compliance, and strategic financial planning. @ Content Flow Studios
Aditi Agarwal's Location
Toronto, Ontario, Canada, Canada
About Aditi Agarwal

A dynamic Customer Service professional with 11+ years of extensive experience in the Financial Service Industry - commercial banking, business counselling and development, credit assessment and retail banking. Excellent time management abilities, as well as the ability to prioritize, organize, and condense duties accurately and swiftly, while managing a varied variety of functions from different sources.

Aditi Agarwal's Current Company Details
Content Flow Studios

Content Flow Studios

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Certified Investment Funds Professional with over 11 years of experience in the Financial Services Industry. Expertise in investment management, regulatory compliance, and strategic financial planning.
Aditi Agarwal Work Experience Details
  • True Blue Immigration Inc
    Accounting Bookkeeper
    True Blue Immigration Inc Jun 2023 - Present
    Surrey, British Columbia, Canada
    • Preparing tax returns for evaluation.• Calculating and processing employee payrolls, including wages, deductions, and benefits, ensuring timely and accurate payments in compliance with company policies and regulations.• Overseeing petty cash transactions, including disbursing funds, maintaining records, and reconciling the petty cash balance regularly to ensure accuracy.• Handling accounts payable and receivable processes, including tracking invoices, scheduling payments, and following up on overdue accounts to maintain smooth cash flow.• Actively pursuing efficiency in reconciling accounts and maintaining ledgers
  • Content Flow Studios
    Finance Manager
    Content Flow Studios Nov 2024 - Present
    Overseeing the financial operations of the business, with a particular emphasis on ensuring regulatory compliance and managing risk to maintain financial integrity.
  • Giphi- Global Initiative For Public Health And Innovation
    Accounting Bookkeeper
    Giphi- Global Initiative For Public Health And Innovation Jul 2023 - Present
    Toronto, Ontario, Canada
    • Organizing and maintaining comprehensive records of financial transactions, including invoices, receipts, and bank statements, to support accurate financial reporting.• Performing regular reconciliation of bank and credit card statements with internal records, identifying and resolving discrepancies to maintain financial accuracy.• Calculating and processing employee payrolls, including wages, deductions, and benefits, ensuring timely and accurate payments in compliance with company policies and regulations.• Overseeing petty cash transactions, including disbursing funds, maintaining records, and reconciling the petty cash balance regularly to ensure accuracy.• Handling accounts payable and receivable processes, including tracking invoices, scheduling payments, and following up on overdue accounts to maintain smooth cash flow.
  • Khurana Communications Inc
    Accounting Bookkeeper
    Khurana Communications Inc Feb 2023 - Jun 2023
    Langley, British Columbia, Canada
    • As part of my relocation from India to Canada, I seized the opportunity to bridge a transition between roles, leading accounting functions with diligence.• Preparing tax returns for evaluation.• Showed initiative in managing financial reports and payment setups.• Calculated and processed employee payrolls, including wages, deductions, and benefits.• Handled accounts payable and receivable processes, including tracking invoices, scheduling payments, and following up on overdue accounts to maintain smooth cash flow.• Actively pursued efficiency in reconciling accounts and maintaining ledgers.
  • Bank Of India
    Finance Executive
    Bank Of India Aug 2011 - Oct 2022
    India
    Credit Processing Officer January 2019 – October 2022• Demonstrated leadership in guiding more than 50 branches, emphasizing credit standards, and building strong client relationships.• Processed loan proposals amounting to over US$450 million in new business and enhancement in existing businesses and presented the proposals to the Board for approval.• Provided guidance, support and coaching to other team members on various corporate and retail banking products.• Conducted credit monitoring of clients as per the guidelines of the bank and Reserve Bank of India.• Developed and maintained strong client relationships with day-to-day contacts with clients and participated in client meetings as required either face-to-face or via conference calls. Branch Lead January 2018 – December 2019• Headed a branch having a business mix of US$29 million across a mix of accounts from various sectors which included corporate, small- scale industries and the retail sector.• Facilitated the creation of legal documents required for sanction and disbursement of loans.• Performed cash and other monetary transactions for clients.• Processed day to day transactions.Credit Processing Officer August 2011 – December 2017• Administered credit facilities with a keen eye on compliance and risk management.• Showed determination in maintaining client relationships and facilitating legal documents, ensuring that portfolio met acceptable standards.

Aditi Agarwal Education Details

Frequently Asked Questions about Aditi Agarwal

What company does Aditi Agarwal work for?

Aditi Agarwal works for Content Flow Studios

What is Aditi Agarwal's role at the current company?

Aditi Agarwal's current role is Certified Investment Funds Professional with over 11 years of experience in the Financial Services Industry. Expertise in investment management, regulatory compliance, and strategic financial planning..

What schools did Aditi Agarwal attend?

Aditi Agarwal attended Jaipuria Institute Of Management, Delhi University.

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