Dev Modi Email & Phone Number

Ontario, Canada

Generated reports on Excel and Power BI to conduct trend analysis and research on suppliers and clients, identifying discrepancies to optimize process of accounts payables/receivables to increase the customer satisfaction rate by 7%.Analyzed financial statements, business summary report, and dashboard recaps to attain data based on individual supplier, which further includes analysis of invoice processing, expense reimbursements, and vendor payments.Collaborated with senior management on 2+ projects including AI and newly developed IFS system software, also implemented various strategies to streamline the automated process for 3+ internal departments.

Guelph, Ontario, Canada

Performed full cycle accounting including month end journal entries, accounts payables/receivables, bank account reconciliations and further reported bi-weekly sales and revenue to the corporate using Power BI and Excel reports.Processed the entry of accounts payable on a weekly basis, with three-way matching to purchase orders and packing slips, further assisted with preparation of annual budget, five-year business plan, and a twelve-month rolling forecast.Supported the year and quater end company audit and tax processes with PWC from a standalone and consolidated perspective, also supported periodic financial data to present to senior management during meetings.

Toronto, Ontario, Canada

The Board of Ambassadors (BoA) is comprised of top business students from over 30 university and college campuses across Ontario and acts as an advisory and advocacy group for the Chartered Professional Accountants (CPA) profession

Toronto, Ontario, Canada

Initiated contacts with new and existing customers and evaluated client financial position to offer most app value-added products and exceeded Q1 KPIs by 7% by establishing best practices and bank's code of conduct.Processed 100 + cash and non-cash transactions on weathview software which includes bank drafts, certified cheques, deposits and withdrawls and futher isuing 7+ ATM bank cards daily in helpful and timely mannerInvestigated and resolved clients inquires and concerns by collaborating with internal and external departments, also balanced teller drawers and ATM cash at the day end and resolved discrepancies in a helpful and timely manner.

Toronto, Ontario, Canada

• Contributed to the development of comprehensive working papers for clients in the Financial Services, Retail, and Pension Fund sectors, which further helped in producing accurate results• Created engaging slide decks for client onboarding sessions and internal briefings for the ESG team, plus accumulated 90 hours of audit experience and completed 20 hours of specialized ESG training.• Conducted detailed data analysis, performed substantive testing, and executed variance analysis across various ESG performance metrics.

Bachelor Of Commerce - Bcom, Accounting And Finance, 3.7 Cgpa

Activities and Societies: President Honour’s List Degree Scholarship Working towards the CPA designation

Certificate, Financial Modeling And Valuation Analysis

Building financial models using metrics and KPI's and conducting valuation analysis using various methods

12Th, Business/Commerce, General, 94%

94 % Overall