Daksha Vaidya Email and Phone Number
As a Financial Analyst at State Street, I help financial institutions and clients achieve their monetary goals and create impactful experiences. With over 3.5 years of progressive experience in the finance sector, I’ve developed strong skills in inbound sales, client services, and sales processes.I recently completed a postgraduate degree in Financial Planning and Wealth Management at Lambton College, where I enhanced my knowledge and competencies in this domain. I am driven by continuous learning, tackling new challenges, and collaborating with diverse professionals. These experiences have contributed to my accomplishments, including consistently exceeding business targets, mitigating risks, and supporting peers and the next generation of financial and investment planning professionals.Previously, as a Financial Analyst at Ashani CPAs and Business Advisors, I focused on analyzing financial data, preparing financial reports, and developing business plans. My responsibilities included conducting market research and supporting budgeting and forecasting initiatives, which reinforced my analytical and financial planning expertise.I am driven by opportunities to contribute meaningfully to financial goals and look forward to connecting with professionals who share a commitment to excellence in financial services.
Scotiabank
View- Website:
- scotiabank.com
- Employees:
- 95207
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Finance Administration Support- TransfersScotiabankToronto, On, Ca -
KeyholderPurdys Chocolatier Sep 2024 - PresentToronto, Ontario, Canada- Assists in the opening and closing of the store.- Works the register, processes sales transactions, and uses product knowledge to drive add-on sales.- Displays product knowledge and customer experience skills.- Opens in/Closes out the register and communicates any shortages or overages to the store manager. -
Restaurant Crew MemberMcdonald'S Aug 2023 - PresentToronto, Ontario, Canada- Efficiently manage customer orders by handling an average of 150-200 transactions per shift and maintaining a 95% order accuracy rate.- Prioritize important tasks and manage time effectively.- Cash handling and ensuring every customer is given the service they deserve and expect from their visit.- Achieved a customer satisfaction score of 4.8/5 based on regular feedback surveys.- Assisting in training new employees on a time-to-time basis on customer service protocols, contributing to 20% improvement in overall team effectiveness. -
Financial AnalystAshani Cpas And Business Advisors May 2024 - Aug 2024Woodbridge, Ontario, Canada- Analyzed financial statements and reports to identify trends and discrepancies, contributing to a 15% improvement in financial accuracy and forecasting.- Created and presented comprehensive financial reports and projections, resulting in a 20% enhancement in strategic decision-making for clients.- Assisted in the development and monitoring of budgets, achieving a 10% reduction in operational costs through effective cost-control measures and financial planning.- Preparing business plans and financial projections for approval of CSBFL loans, equipment financing, commercial and residential mortgage loans. -
Chocolate ConnoisseurPurdys Chocolatier Nov 2023 - May 2024Toronto, Ontario, Canada- Correctly received orders, processed payments, and responded appropriately to guest concerns.- Carefully maintained sanitation, health, and safety standards in all work areas.- Closely followed standard procedures for safe food packing/ preparation of ice-creams, assembly, and presentation to ensure customer satisfaction.- Assisted management with monthly inventory control and weekly stock ordering.- Created attractive displays.- Completed purchases with cash, debit, credit, gift card payment methods. -
Customer Service RepresentativeCircle K Feb 2023 - Aug 2023Toronto, Ontario, Canada- Efficiently process customer transactions using the POS system, ensuring accuracy and timely completion of transactions. - Managed an average of 100 cash transactions per day, maintaining a balanced cash drawer at all times - Diligently check and validate customers' identification cards for age-restricted purchases, including lotto tickets and tobacco products, preventing underage sales.- Thoroughly inspect incoming deliveries, verifying the accuracy of items and promptly resolving any discrepancies with suppliers - Efficiently price and tag merchandise, ensuring accurate pricing and attractive product displays. - Proactively restock store shelves based on inventory levels, maintaining a fully stocked and organized store environment - Perform closing duties, including cash reconciliation, securing cash in the safe, and turning off equipment, ensuring a smooth transition to the next shift - Provide knowledgeable and accurate responses to customer inquiries, assisting them with product information, promotions, and store policies - Successfully resolve an average of 30 customer questions daily, ensuring customer satisfaction and a positive shopping experience -
Financial Analyst- Senior AssociateState Street Apr 2022 - Oct 2022Bengaluru, Karnataka, India- Responsible for review, compile & and release of wire payments up to USD 10,000,000.- Participate actively as a team member, foster an atmosphere at work that values quality, and innovation, and promptly communicate concerns and points of interest.- Support the business units/clients' completion of pertinent reporting, operating demands, and transactional requests. - Responsible for providing monthly operations MIS and feedback to the Top Management to help improve operational efficiency by about 10%- Help create and evaluate internal procedures, and other relevant materials; push the team to improve up to 50% of the functional area's underlying processes.- Demonstrate flexibility in working schedules to meet the set SLA. -
Financial Analyst- Associate 2State Street Apr 2021 - Mar 2022Bengaluru, Karnataka, India- Be a part of a dedicated team whose primary job is the production of daily, weekly, and monthly reconciliation of cash up to USD 10,000,000 for global clients.- Client-focused with an emphasis on delivering timely, accurate and relevant responses to clients - internal and external. - Receive training on wire payments and related activities and complete the same successfully. -
Financial Analyst- AssociateState Street Jul 2019 - Mar 2021Bengaluru, Karnataka, India- Received training on cash reconciliation and wire payments.- Shadowing with co-workers to understand in real-time basis to understand the process in depth.
Daksha Vaidya Education Details
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Financial Planning And Wealth Management -
Banking And Financial Support Services
Frequently Asked Questions about Daksha Vaidya
What company does Daksha Vaidya work for?
Daksha Vaidya works for Scotiabank
What is Daksha Vaidya's role at the current company?
Daksha Vaidya's current role is Finance Administration support- Transfers.
What schools did Daksha Vaidya attend?
Daksha Vaidya attended Lambton College, Jain (Deemed-To-Be University).
Who are Daksha Vaidya's colleagues?
Daksha Vaidya's colleagues are Silvia Polar, Maria Peralta, Nancy Karnaos, Shrm-Cp, Atc (Adler Trained Coach), Karen Vanessa Leitón Arrieta, Arturo Luis Chavez Aguero, Akash Sharma, Diaz Danny.
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