Kajal Lall Email & Phone Number

Windsor, On, Ca

Greater 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

Toronto, 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

Toronto, 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

Windsor, 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

Canada

• 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

Windsor, 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

Windsor, 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

Windsor, 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