Jaspreet Singh Email & Phone Number

Vancouver, British Columbia, Canada

• Supports the development of the annual budget process and business plan process for the kitchen unit and advised the business head on budget strategy, standards, policies and processes.• Developed financial modelling, forecasting and costing analysis to cater to strategic financial planning and decision-making for the kitchen and food services. • Responsible for conducting ad-hoc financial reporting and advising the business with appropriate recommendations.• Leads and monitors the budget performance and recommends actions to improve the overall financial performance.• Responsible for analysis and interpretation of given financial data deriving meaningful insights and providing financial advisory to the business.• Working on the profitability analysis and monitoring profitability on multiple dimensions of the business.• Identified process improvement opportunities, reconciled data, analyzed variances, and deactivated over 3000 unused product codes, saving 1500 man-hours annually.• Created a dashboard to accurately track customer data, resulting in an additional revenue of $200K annually

• Carried out financial analysis in support of strategic financial planning and reporting services. Participated in the development of consolidated annual budgets, involving KPI analysis and implementation of performance metrics.• Participated in the annual budgeting and forecasting process, prepared financial reports, and provided information and advice to business leaders on budget strategy, standards, policies, and processes.• Maintained working relationships with key department leaders to achieve organizational strategic and financial priorities.• Conducted detailed financial analysis and modelling for investment decisions, supporting strategic financial planning. • Assisted development of financial models and prepared ad-hoc reports related to reconciling payroll data elements to ensure consistency and compliance reporting.• Participated in various finance projects related to Finance and FP&A activities, portfolio analysis and performance measurement • Monitored and tested financial controls in a finance project, providing guidance and recommendations to stakeholders, leading to the successful signing of 657 applications and 1637 controls by control owners.• Conducted control effectiveness tests, ensuring 95% accuracy in financial reporting and compliance.

• Led financial analysis and modeling for investment decisions and supported annual planning and forecasting. • Supervised team ensuring 98% accuracy in trade transactions and resolved 2500+ control exceptions annually, enhancing financial compliance.• Led the team through guidance to staff as necessary and monitored staff performance, adherence to policies and• procedures, and trained new employees.• Developed positive relationships with clients and helped identify the root causes of pain points and ability to propose.• Reviewed, authorized, and signed off on daily transactional packages with a focus on accuracy, detail, audit trail, and timeliness

Supported the annual business planning process and monthly forecasting for risk compliance operations in Credit Suisse bank.• Collaborated with teams across divisions and the enterprise-wide governance team to analyze monthly compliance variances and highlight trends within key performance indicators. Led planning optimization and continuous improvement initiatives within the risk compliance department, enhancing efficiency and reducing operational waste.• Ensured timely completion of regulatory requests related to risk compliance operations.

• Conducted PeopleSoft SOX testing, ensuring regulatory compliance and internal control adherence, with documented SOX walkthroughs and testing.• Achieved 98% accuracy in legal entity creation through advanced checklists and forms.• Led PeopleSoft data governance board project, reducing volume by 37.5% and aligning business units to mitigate operational risk.• Managed setup and configuration of business units, accounts, and departments, collaborating with stakeholders.• Performed ERP system testing for enhanced systems and provided feedback to development teams, delivering reports to senior management

• Led the annual budgeting and quarterly forecasting processes, collaborating with cross-functional teams to ensure alignment with strategic objectives.• Conducted detailed financial analysis and provided actionable insights to senior management, supporting data-driven decision-making.• Developed and maintained complex financial models to evaluate business performance and identify opportunities for cost optimization.• Prepared comprehensive financial reports and presentations for executive leadership, highlighting key metrics, trends, and variance analyses.

Master Of Business Administration - Mba, Artificial Intelligence And Machine Learning

Pursuing

Bacherlors Of Commerce, Accounting And Finance, A

Activities and Societies: National seminar, university competitions and student editor of college magazine Represented college at national.