Deepak Almeida Email & Phone Number

Mississauga, Ontario, Canada

• Analyzing client’s investment portfolios and financial planning.• Analysis of investment opportunities and client’s needs, recommending appropriate strategies.• Constructing and managing client portfolios based on the goals that they have set forth.• Overseeing multiple client associates with onboarding new client accounts and ongoing service maintenance, building team, and provide training.• Educating clients on financial matters, Debt management etc.

Mississauga, Ontario, Canada

• Actively introducing to a wide range of insurance and investment vehicles such as Segregated Fund, RRSP, TFSA, Annuities, etc.• Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management.• Prepare financial reports, budgets of clients, Educate clients on financial planning.• Correspond with customers, banks, insurance, and investment companies

Sudbury, Ontario, Canada

• Forecast, order, stock, and merchandise product.• Ensure prompt reconciliation of store operations paperwork.• Develop business strategies to raise our customers’ pool, expand store traffic, and optimize profitability.• Meet sales goals by training, motivating, mentoring, and providing feedback to sales staff.• Ensure high levels of customer satisfaction through excellent service.• Complete store administration and ensure compliance with policies and… Show more • Forecast, order, stock, and merchandise product.• Ensure prompt reconciliation of store operations paperwork.• Develop business strategies to raise our customers’ pool, expand store traffic, and optimize profitability.• Meet sales goals by training, motivating, mentoring, and providing feedback to sales staff.• Ensure high levels of customer satisfaction through excellent service.• Complete store administration and ensure compliance with policies and procedures.• Maintain outstanding store conditions and visual merchandising standards.• Report on buying trends, customer needs, profits, etc.• Conduct personnel performance appraisals to assess training needs and build career paths.• Deal with all issues that arise from staff or customers (complaints, grievances, etc.).• Propose innovative ideas to increase market share, additional store manager duties as needed. Show less

Kuwait, Middle East

• Assisting accounts receivable with the cleanup of the customer's outstanding balances.• Documenting how to do bank reconciliations for the company's bank accounts.• Assisting in implementing a prepaid process for accounts receivable items that are paid before the work being completed.• Assisting payroll and the controller with the upkeep of their master employee list. • Provide leadership to accounting professionals which includes training staff on new procedures… Show more • Assisting accounts receivable with the cleanup of the customer's outstanding balances.• Documenting how to do bank reconciliations for the company's bank accounts.• Assisting in implementing a prepaid process for accounts receivable items that are paid before the work being completed.• Assisting payroll and the controller with the upkeep of their master employee list. • Provide leadership to accounting professionals which includes training staff on new procedures. • Assigning and directing tasks, plans, manages, coordinates.• Implements the month/ year-end closing processes.• Assist the accounts manager in their day to day activities, internal audit.• Working on special projects from time to time as required by management.• Intercompany transactions & reconciliations and report automation on a daily, weekly, and monthly basis. Show less

Mumbai, India

• Responsible for performing a wide range of general clerical and accounting support functions.• Debit, credit, and total accounts on MS-Excel and databases using specialized accounting software.• Reconciled bank statements and balance sheet accounts through Tally accounting software.• Communicated with customers to identify and resolve outstanding payments.• Kept track of the expenses and what employees were spending on their credit card and entered all receipts… Show more • Responsible for performing a wide range of general clerical and accounting support functions.• Debit, credit, and total accounts on MS-Excel and databases using specialized accounting software.• Reconciled bank statements and balance sheet accounts through Tally accounting software.• Communicated with customers to identify and resolve outstanding payments.• Kept track of the expenses and what employees were spending on their credit card and entered all receipts into the proper expense accounts, finalization of accounts annually, and semiannually.• Keeping track of outstanding payments & defaulters, Analysis on DCR.• Generating MIS reports on a daily, weekly, and monthly basis. Show less

Business Management, Financial Services, Gpa 3.3

Master Of Business Administration - Mba, Finance, General, Gpa 3.0

Bachelor Of Commerce - Bcom, Accounting And Finance, Gpa 3.0