Karanveer Singh Email and Phone Number

- Perform financial analysis and consultations to provide personalized financial solutions for personal and small business clients, resulting in $18M+ in new accounts- Lead financial meetings with branch internal teams and senior management to review financial projections and ensure timely processing of all accounting metrics, resulting in improved operational efficiency by over 15% year-over-year- Analyze client financial data to recommend appropriate consumer and business products contributing to 27% year-over-year revenue growth - Conduct risk assessments for credit & loan applications and consumer accounts, achieving a 10% increase in overall credit issuance- Collaborate with mortgage team to facilitate loan closing efficiency by 30%, expedite documentation processes by 25%, and provide exemplary service by handling 12+ loan servicing clients monthly - Develop and deliver comprehensive financial reports on key metrics, including account performance, revenue growth, and expense management, resulting in more accurate business planning- Monitor and administer branch budgets, ensuring alignment with regulatory and institutional policies, successfully managing financial resources with zero compliance issues- Prepare meeting agendas and documented action items for financial team meetings, improving project follow-ups and coordination by 30%- Streamline operational procedures to achieve 100% compliance in audits and reducing report discrepancies by 10%

- Performed detailed financial modeling for M&A deals including Discounted Cash Flow, Comparable Company and Precedent Transaction analyses- Generated financial models and projections to support project decision-making, improving forecasting accuracy by 25% and contributing to more strategic resource allocation- Spearheaded a cross-functional team to devise and present financial recommendations to senior executives by evaluating the financial health of companies and assessing risk factors for investment prospects - Collaborated with cross-functional teams such as Investment Banking, Risk, and Compliance to ensure alignment in financial strategies and regulatory requirements - Prepared and presented financial reports to senior executives, focusing on key metrics and financial health indicators, contributing to data driven decision-making processes - Supported the development of compliance and exception reporting systems to identify and address discrepancies in financial data

- Analyzed company sales data and financial performance to identify trends and develop strategies that directly increased overall revenue by 70% year-over-year- Amplified online presence by managing social media and company websites to boost brand awareness by 65% and curated engaging content leading to a 30% increase in online traffic as well as social media engagement- Oversaw inventory cost analysis and sales forecasting, improving purchasing efficiency and reducing overall inventory costs by 10%- Collaborated with cross-functional teams to assess the financial impact of expansion initiatives, leading the launch of a new product line that accounted for a 20% increase in market share- Facilitated exceptional customer service contributing to a average 90%+ net-promoter-score monthly