Kajal Lall Email and Phone Number
A little bit about myself!I am a motivated and experienced graduate student looking to apply myself in a professional financial setting. Currently, I am pursing my MBA Designation with the DeGroote School of Business. My future goals include obtaining the CBV and CFA designation. Taking several courses in financial statement analysis, business valuations, and business development has shaped my interests and academic foundation. Throughout my university experience, I was fortunate to be a part of several diverse organizations and work placements. These experiences range from leading young students throughout entrepreneurial projects, and serving as the Vice President of Corporate Relations for the Odette Commerce Society. Experience wise, I completed three terms throughout my co-op program. Post graduation, I worked in a fast paced financial sales environment. Everyday I was fortunate to work with diverse clients looking for financial solutions. Combining my passion for finance along with working with clients motivated me to explore this industry further. My focus and goals are to work for an organization that combines my impactful nature, problem solving skills, and passion for finance. As someone who enjoys a diverse work environment, I look forward to connecting and building new relationships. On a personal note, I also enjoy travelling and patisserie style baking. One of the ways I enjoy connecting with people is through sharing food! I value the balance of maintaining personal hobbies as well as a career focus mindset. Thank you for reading!
Mss Steel Inc
View- Website:
- msssteel.ca
- Employees:
- 8
-
Finance And Business Development AnalystMss Steel IncWindsor, On, Ca -
Finance And Business Development Analyst Co-OpMss Steel Inc May 2024 - PresentGreater Toronto And Hamilton Area, Ontario, Canada• Expand market opportunities and conduct industry research• Join senior team on consultation calls and meetings with customers• Create documentation and forms relating to procuring government contracts• Conduct data analytics and create reports regarding profit margins, expenses, inventory management• Manage customer pipeline and conduct regular follow ups on contract work• Work on strategy development based on market research and data• Present analyses and financial reports to senior leadership -
Mba Graduate StudentMcmaster University Sep 2022 - Present -
Sales And Customer Success InternOdaia Sep 2023 - Dec 2023Toronto, Ontario, Canada• Developed an extensive case study analysis for various pharmaceutical clients• Created custom data visualization reports for clients depicting internal efficiency using Intercom• Collaborated with the onboarding of new clients using PowerPoint presentations, template creation, and attending customer care meetings • Streamlined and created outbound client messaging templates developing internal structure • Created a meticulous quality assurance protocol checklist with customer success team for internal use after company data updates -
Operations AnalystSimplii Financial Jan 2023 - Apr 2023Toronto, Ontario, Canada• Analyzed and closed IT requests improving response times for head office• Created technology related requests for all Simplii employees using SalesForce and Service Now• Independently actioned all digital incidents for head office, working closely with Client Services and Technology team• Conducted internal reviews to monitor employee access to various mailboxes and files -
Mortgage AgentRocket Mortgage Canada Jan 2022 - Sep 2022Windsor, Ontario, Canada• Specialized in purchase, including first-time home buyers and new to Canada clients• Consulted and provided creative mortgage solutions to diverse clientele• Managed a portfolio of over fifty active clients • Maintained strong relationships with Business Development Managers (lenders), directors, operations team, and clients -
Sales ConsultantInvyzn Corp May 2021 - Nov 2021Canada• Increased company sales revenue exceeding weekly targets • Conducted outbound and inbound sales • Assessing client needs, providing recommendations on a personalized level• Providing cost, optimization, and waste analyses using Excel and PowerPoint• Upselling clients following a SAAS model (software as a subscription)• Maintaining strong client relationships and managing opportunities utilizing CRM software• Facilitating company client retention of one hundred percent -
Accounting InternBaker Tilly Canada Jan 2021 - Apr 2021Windsor, Ontario, Canada• assisting tax and accounting division• preparation of personal tax returns, including Covid related benefits • preparation of corporate and trust returns• preparation of remuneration and investment tax returns• Recorded adjusting entries, accruals, foreign and inter-company transactions, and year-end reconciliations • assisting clients with tax and accounting engagements, including all CRA related concerns -
Accounting InternBaker Tilly Canada Jan 2020 - Apr 2020Windsor, Ontario, Canada• proficient in using CaseWare software to manage, analyze, and create client documents• independently prepared Notice-to-reader engagements (financial statements) for large companies and professional clients• completed personal and corporate tax returns for a diverse clientele utilizing Taxprep, trained and certified under TurboTax• analyzed and converted financial statements • organized and prepared financial summaries for clients • worked and participated in strategizing client file meetings• conducted bookkeeping, reconciliation, and adjusting entries for clients, followed by generating financial statements -
Accounting InternGround Effects Ltd. May 2019 - Aug 2019Windsor, Ontario, Canada• proficient in Epicor ERP software having worked in both accounts payables and receivables transactional flows • analyzed and compared “Received Not Invoiced” report identifying and solving discrepancies between supplier and company records • reconciled aged payables to supplier Statement of Accounts for both US and Canadian facilities• completed a multi-step invoicing process under the direction of a Senior Financial Analyst• compiled and developed summary data reports for assessment by Financial Analysts
Kajal Lall Education Details
-
Finance, Minor In Applied Information Technology
Frequently Asked Questions about Kajal Lall
What company does Kajal Lall work for?
Kajal Lall works for Mss Steel Inc
What is Kajal Lall's role at the current company?
Kajal Lall's current role is Finance and Business Development Analyst.
What schools did Kajal Lall attend?
Kajal Lall attended University Of Windsor.
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