Financial Services Representative
Current
Apr 2024 - Present
AeroLeads people directory · profile
Amal Mathew Email & Phone Number
Financial Service Representative at goeasy| Financial Planning Graduate at Seneca
at
easyfinancial Services
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Financial Service Representative at goeasy| Financial Planning Graduate at Seneca
Location
Canada, Canada, Canada
Company size
Who is Amal Mathew? Overview
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Quick answer
Amal Mathew is listed as Financial Service Representative at goeasy| Financial Planning Graduate at Seneca at easyfinancial Services, a company with 670 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Amal Mathew.
Amal Mathew previously worked as Financial Services Representative at Easyfinancial Services and Supervisor at Savers | Value Village. Amal Mathew holds Marketing Management, Marketing, 3.5 from Seneca College.
Company email context
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easyfinancial Services
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Profile bio
About Amal Mathew
As a Marketing Management and Financial Planning Graduate from Seneca College, a Financial Service Representative at Easy Financial, a Front-Store Supervisor at Value Village Thrift Stores and a Finance Trainee at Kumar Grover & Co., have a strong foundation in the financial sector and a passion for providing tailored solutions to customers. I excel in delivering prompt and exceptional service, addressing customer inquiries and requests with a keen eye for detail and a problem-solving mindset.I am a results-driven professional with a proven track record in client-focused roles and over 2 years of experience. My journey has showcased adaptability, critical thinking, and a commitment to delivering results.Current Role:Financial Service Representative: Delivering exceptional client service, addressing customer queries, and proactively helping clients to achieve their financial goals.My experience aligns with client service, conducting financial advisory support, and ensuring enterprise-level finance controls.Finance Expertise: Experienced in financial analysis, bank reconciliations, and financial reporting, demonstrated through achievements like successfully assisting with 3 annual audits with flawless results, ensuring regulatory compliance and preserving the company's financial integrity.Next Career Move: As I embark on my quest for new opportunities, I am enthusiastic about applying my extensive finance background to excel in the role of a Branch Manager, thereby making significant contributions to the organization.
Current workplace
Amal Mathew's current company
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Easyfinancial Services
6 roles
Amal Mathew work experience
A career timeline built from the work history available for this profile.
Supervisor
Aug 2023 - Apr 2024
Customer Service Representative
Jul 2021 - Aug 2021
Accounting Clerk
- Reduced clients’ tax payables by 10%-15% by providing insight and analysis on financial statements and utilizing ERP systems to spot opportunities to maximize tax deductions.
- Conducted monthly reconciliations for all the balance sheet accounts to ensure all adjustments are made within the month-end cycle.
- Prepared and maintained accounting records including bank reconciliation, sales reporting, and audit of inventory.
- Analyzed monthly accounts for financial reporting and prepared management inventory reports.
- Prepared E-filing of Income tax, TDS, and GST returns of various assesses while writing accounts of individual and partnership concerns and presenting annual information to the clients.
Jan 2020 - Feb 2021
Finance Executive
Progressive Marcom Initiatives Llp
Oct 2019 - Mar 2020
Finance Intern
Apr 2017 - May 2017
Team & coworkers
Colleagues at easyfinancial Services
Other employees you can reach at easyfinancial.com. View company contacts for 670 employees →
EM
Elyse Markowsky
Colleague at Easyfinancial Services
Saskatchewan, Canada, Canada
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VL
Vikas Lalka
Colleague at Easyfinancial Services
Greater Toronto Area, Canada, Canada
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CS
Cassandra Spray
Colleague at Easyfinancial Services
Canada, Canada
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CB
Chris Boddy
Colleague at Easyfinancial Services
Greater Toronto Area, Canada, Canada
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SK
Sarfaraz Kilu
Colleague at Easyfinancial Services
Cambridge, Ontario, Canada, Canada
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JM
Jamie Mckiel
Colleague at Easyfinancial Services
Saint John, New Brunswick, Canada, Canada
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EE
Emmanuel Esdras André
Colleague at Easyfinancial Services
Repentigny, Quebec, Canada, Canada
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LM
Lammim Monzoor
Colleague at Easyfinancial Services
Georgetown, Ontario, Canada, Canada
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MO
Martin Otokiti
Colleague at Easyfinancial Services
Hamilton, Ontario, Canada, Canada
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JB
Jeremy Baker
Colleague at Easyfinancial Services
Cornwall, Ontario, Canada, Canada
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Elyse Markowsky
Colleague at Easyfinancial Services
Saskatchewan, Canada, Canada
View →
VL
Vikas Lalka
Colleague at Easyfinancial Services
Greater Toronto Area, Canada, Canada
View →
CS
Cassandra Spray
Colleague at Easyfinancial Services
Canada, Canada
View →
CB
Chris Boddy
Colleague at Easyfinancial Services
Greater Toronto Area, Canada, Canada
View →
SK
Sarfaraz Kilu
Colleague at Easyfinancial Services
Cambridge, Ontario, Canada, Canada
View →
JM
Jamie Mckiel
Colleague at Easyfinancial Services
Saint John, New Brunswick, Canada, Canada
View →
EE
Emmanuel Esdras André
Colleague at Easyfinancial Services
Repentigny, Quebec, Canada, Canada
View →
LM
Lammim Monzoor
Colleague at Easyfinancial Services
Georgetown, Ontario, Canada, Canada
View →
MO
Martin Otokiti
Colleague at Easyfinancial Services
Hamilton, Ontario, Canada, Canada
View →
JB
Jeremy Baker
Colleague at Easyfinancial Services
Cornwall, Ontario, Canada, Canada
View →
4 education records
Amal Mathew education
Marketing Management, Marketing, 3.5
Financial Planning, Finance And Financial Management Services, 3.7
Bachelor Of Commerce - Bcom, Finance And Taxation
Higher Education/Higher Education Administration
St Mary'S Sr Sec School
FAQ
Frequently asked questions about Amal Mathew
Quick answers generated from the profile data available on this page.
What company does Amal Mathew work for?
Amal Mathew works for easyfinancial Services.
What is Amal Mathew's role at easyfinancial Services?
Amal Mathew is listed as Financial Service Representative at goeasy| Financial Planning Graduate at Seneca at easyfinancial Services.
Where is Amal Mathew based?
Amal Mathew is based in Canada, Canada, Canada while working with easyfinancial Services.
What companies has Amal Mathew worked for?
Amal Mathew has worked for Easyfinancial Services, Savers | Value Village, Starsky Fine Foods Inc., Kumar Grover & Co., and Progressive Marcom Initiatives Llp.
Who are Amal Mathew's colleagues at easyfinancial Services?
Amal Mathew's colleagues at easyfinancial Services include Elyse Markowsky, Vikas Lalka, Cassandra Spray, Chris Boddy, and Sarfaraz Kilu.
How can I contact Amal Mathew?
You can use AeroLeads to view verified contact signals for Amal Mathew at easyfinancial Services, including work email, phone, and LinkedIn data when available.
What schools did Amal Mathew attend?
Amal Mathew holds Marketing Management, Marketing, 3.5 from Seneca College.
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