Dheeraj Joshi Email & Phone Number

Vancouver, BC, CA

Vancouver, British Columbia, Canada

Conducting thorough analysis of Yomads Co.'s financials and making recommendations for improving profitability, including changes to pricing strategies and cost optimization measures.Developing financial models to forecast revenue and expenses, enabling Yomads Co. to make informed decisions about future investments.Advising clients on investment.

Granville Street

- Sales Analytics- Consumer Merchandising - Conduct research to determine efficiency and effectiveness of managerial policies and programs- Analyze and provide advice on the managerial methods and organization of the establishment- Provide quality service in a professional, courteous, and helpful manner- Conduct quality audits and develop quality.

• Worked directly with ownership to evaluate and identify the individual’s key strengths and abilities within the team.
• Met with team members on a regular basis to ensure milestones, timelines and quality deliverables were met.
• Participated in the development and implementation of new technology and tools.
• Charting and graphing of data in Excel for reporting purposes
• Provided insights and motivation to team members.

Gurgaon, India

• Monitored quality of services through compliance checks on internal and external clients.
• Reported findings to assess possible risk solutions.
• Successfully built a rapport and professional relationship with global team by providing required information, reports and analysis in a timely and efficient manner.
• Mentored new associates through training and performance reviews.

New Delhi Area, India

• Profiling Mutual Funds to meet client expectations.
• Collecting financial data using on-line and other data sources such as Bloomberg and Reuters
• Coordinating and maintaining databases
• Extensive report-writing including company profiles, quarterly updates, initiating coverage reports, sector reports, newsletters technology etc.
• Handling adhoc research requests as per client requirements.
• Identifying and employing relevant research sources and analytical tools.

Hyderabad Area, India

• Responsible for Securities Processing and Operations through GLOSS ( Global Settlement System)
• Diagnosing, troubleshooting and resolving client issues.
• Provided technical assistance to customers on inbound tech support calls.
• Timely reporting and resolution of issues in deployed systems to honor Service Level Agreements.

Buddhist Studies

Pgdm, Mba (Fin)

Activities and Societies: • Executive Member - Conduit of International Affairs (BIMTECH) • Executive Member – Finwiz Club (BIMTECH).

Bachelor'S Degree Information Technology, Information Technology