Ali Khansari Email & Phone Number

United States

Dallas, Texas, United States

- Used solid financial knowledge and business acumen to build financial models and analyses with little guidance and draw conclusions and make recommendations that deliver results, and drive improvements.- Manage development of weekly and monthly financial reviews, forecasting, and reporting models and their continuous innovation and communicating to Financial and Operations partners.- Identified and solve complex data integrity issues and collaborate with stakeholders on resolution… Show more - Used solid financial knowledge and business acumen to build financial models and analyses with little guidance and draw conclusions and make recommendations that deliver results, and drive improvements.- Manage development of weekly and monthly financial reviews, forecasting, and reporting models and their continuous innovation and communicating to Financial and Operations partners.- Identified and solve complex data integrity issues and collaborate with stakeholders on resolution, insisting on the highest standards.- Identified the need for improved controls to address risk driven by business, industry, policy, and regulatory changes and proactively propose control solutions.- Created effective business partnership, manage competing priorities, and provide guidance during unexpected events.- Identified and implement opportunities to resolve finance issues, improve, scale, or simplify finance tools, technology, and processes across teams and organizations.- Used understanding of how data flows through our financial platforms and know the right data to use for analysis, and establish a source of truth.- Simplified and centralized the process improvement and reporting to allow business partners and customers to take action quickly.- Wrote business documents outlining financial results during each close cycles, and reviewed it with Directors, VPs, SVPs, and the CFO. Show less

- Lead large-scale change management initiatives and provided strategic direction on how to optimize the way finance organizations function across Amazon.- Partnered with Business Finance teams to allocate operating expenses to appropriate businesses monthly and for planning cycles.- Generated business insights based on financial results and use them to influence strategic decisions being made about the businesses.- Partnered with Accounting and Business Intelligence teams to define… Show more - Lead large-scale change management initiatives and provided strategic direction on how to optimize the way finance organizations function across Amazon.- Partnered with Business Finance teams to allocate operating expenses to appropriate businesses monthly and for planning cycles.- Generated business insights based on financial results and use them to influence strategic decisions being made about the businesses.- Partnered with Accounting and Business Intelligence teams to define requirements for and prioritize projects to improve reporting accuracy and automation.- Supported operations partners in areas that include, but are not limited to, planning, productivity goals, defect tracking, metrics and performance measurement, and operations cost reduction projects.- Ad hoc financial analysis and data support for business team. Show less

Calgary, Alberta, Canada

· Supported all safety programs and OSHA compliance to ensure a safe work environment for all Associates· Developed performance goals and objectives to achieve customer promise expectations and ensure accuracy and quality· Partnered with the management team to establish and maintain quality control standards· Proactively identified and lead process improvement initiatives and Lean tools· Built and executed productivity plans by reviewing work forecasts, determining productivity… Show more · Supported all safety programs and OSHA compliance to ensure a safe work environment for all Associates· Developed performance goals and objectives to achieve customer promise expectations and ensure accuracy and quality· Partnered with the management team to establish and maintain quality control standards· Proactively identified and lead process improvement initiatives and Lean tools· Built and executed productivity plans by reviewing work forecasts, determining productivity requirements, and partnering with other Area Managers to balance labour· Lead and developed a team of Amazon associates· Communicated policies to associates and act as the primary information source for the team, maintaining compliance and consistency and taking corrective action when needed· Ensured procedures are followed for building security and product loss prevention· Created, managed, and supported recognition and communication programs Show less

Calgary, Alberta, Canada

• Proactively engaged with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities • Focused on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business • Responded to client-initiated contact, assisting them with a full range of financial transactions • Actively listened and engaged clients in… Show more • Proactively engaged with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities • Focused on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business • Responded to client-initiated contact, assisting them with a full range of financial transactions • Actively listened and engaged clients in conversation to further understand their individual needs • Proactively took ownership of resolving and preventing client banking problems • Cultivated and maintained relationships with partners to make the most of business opportunities and referrals Show less

Calgary, Canada Area

• Welcomed customers & meet their banking service needs including transactions, with seamless execution• Offered advice and guidance on the digital and self-serve options available with the goal of making it easy, simple and fast to bank with BMO• Reviewed the customer profile and engage customers in a needs based conversation to identify potential opportunities and address every day banking plans and credit card needs• Initiated referrals to the appropriate team member to ensure… Show more • Welcomed customers & meet their banking service needs including transactions, with seamless execution• Offered advice and guidance on the digital and self-serve options available with the goal of making it easy, simple and fast to bank with BMO• Reviewed the customer profile and engage customers in a needs based conversation to identify potential opportunities and address every day banking plans and credit card needs• Initiated referrals to the appropriate team member to ensure that BMO is able to address all of the customer needs• Took the initiative and find creative approaches to make each customer’s experience feel personal• Supported required operational activities, including, but not limited to: inventory management, escalated service requests, following up on customer applications, filing, opening & closing activities• Independently manage, load & reconcile cash transactions between treasury and various branch units• Followed through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch• Protected the Bank's assets and comply with all regulatory, legal and ethical requirements Show less

Calgary, Canada Area

• Worked closely with Sales Managers.• Assisted in promotion of products.• Achieved sales goals dependably, according to company business plan.• Developed and maintained relationships with prospective and existing clients.• Prepared promotional strategies to maximize company’s profit.• Demonstrated technical selling skills and product knowledge.• Complete understanding of pricing and proposal models.

Bachelor'S Of Science, Renewable Energy Science And Chemistry

Mutual Funds License

Lean Six Sigma Green Belt Ceftification

Leadership Certificate