Gaurav Bhise Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

Duties:• Lead multiple large-scale fund launch projects which include developing project charters, setting deliverables and milestones, monitoring progress, resolving inefficiencies, and allocating resources appropriately.• Act as liaison between clients and internal departments to coordinate monthly investor statement generation process by monitoring for process inefficiencies, managing deadlines, and resolving issues.• Supervise and train junior associates in investor relations analysis.• Provide support in onboarding new employees and ensuring proper policies and procedures were administered and kept up-to-date.• Continue to perform duties of Investor Relations Analyst role (outlined below).Key Accomplishments: • Standardized internal fund review processes resulting in a 10% reduction in overtime hours over three months.• Reduced more than 30% of process redundancies by standardizing investor onboarding process.

Duties:• Performed regular due diligence in compliance, trend analysis and research of fund activity, including fund accounting, performance analysis and valuations.• Calculated monthly Net Asset Value (NAVs), and performance fees, created liquidity schedules, and coordinated interdivisional capital calls.• Extensively reviewed fund-related documentation, investment packages, Know Your Customer (KYC), Anti Money Laundering (AML), and account set-up.• Created customized solutions to meet client needs, including monthly/quarterly fund performance reports and bespoke investor statements.Key Accomplishments: ▪ Managed investor relations process for four major hedge fund clients, each with over $1 billion dollars in assets.▪ Regularly processed redemption payments valued at several millions of dollars.

Toronto, Ontario, Canada

Duties:• Led interdivisional application of financial standards and procedures.• Prepared invoices and facilitated payments to vendors.• Served as primary support to department heads regarding accounting and finance issues.• Managed and reconciled over 150 budgets.• Tracked and maintained the group’s 4 cost centres and performed variance analysis on any charge that had discrepancies, when compared to its forecasted value.Key Accomplishments:▪ Identified undiscovered expenses and resolved and secured over $2M in assets to assist in effectively keeping cost centres in budget.▪ Trained an entire department of over 20 people on a newly introduced, company-wide financial procurement tool (Smart Procure) unaided, ensuring the success of the tool.▪ Created monthly and annual financial reports to aid in successful tracking of expenditures through cost and trend analysis, and forecasting.▪ Managed budgets and finances for departments such as Events Based Marketing.

Mississauga

Duties:• Utilized historical data and seasonal trends to project the profitability of new business ventures in efforts to design and implement beneficial business forecasts.• Analyzed clients’ historical financial trends by rectifying irregularities in accounts and corporate bank/credit card statements.Key Accomplishments:▪ Assisted in the identification of over $1M in cost savings for clients through extensive financial trend analysis.▪ Reconciled over 50 businesses’ financial statements and utilized QuickBooks Pro to record accurate journal entries and process business expenses for clients.

Duties• Identified the client's immediate and emerging financial needs, through personal and business transactions. • Proactively provided clients with advice and/or appropriate products and services • Updated customer records through daily transactions, to ensure if they may be contacted for future promotions• Processed wire transfer transactions, as well as drafts using domestic and foreign currenciesSuccesses• Provided unmatched level of customer service to add value, retain customers, and upsell products and services• Contributed to branch objectives by consistently exceeding weekly sales and referral goals.

Duties:• Planned and coordinated sporting events across several schools and intramural leagues • Interviewed and selected writers to contribute to the company's website • Conducted research on advertising space and revenueSuccesses• Planned and coordinated a project to organize a high school basketball tournament for fifteen teams• Identified new revenue stream through advertisements on company’s website• Successfully managed company’s budget for visits to multiple high schools and universities in Ontario

Toronto, Canada Area

Organization offers employment services as well as workshops beneficial to employment. My duties include customer service as well as creating new multimedia items.