Keerthi Tr Email & Phone Number

Canada

Kitchener, Ontario, Canada

• Proactively engaged with clients to inform and advocate for a diverse range of financial products.• Demonstrated acute understanding of client requirements to tailor personalized recommendations, fostering enduring partnerships.• Provided unparalleled guidance to preempt potential banking issues and deepen client understanding of products.• Cultivated enthusiasm for our product suite through comprehensive product knowledge and passionate advocacy.• Exhibited confidence and enthusiasm in every interaction, assuming full ownership to effectively promote and sell our extensive array of solutions.

Ontario, Canada

• Conducted meticulous retrieval and analysis of business group financial data to construct comprehensive monthly consolidated forecasts.• Compiled detailed variance analyses, meticulously outlining significant changes to facilitate informed decision-making processes.• Demonstrated adept organizational and prioritization skills, effectively managing tasks within strict deadlines and time constraints.• Coordinated and maintained an inventory of pertinent documentation, ensuring efficient management and accessibility.• Performed thorough account reconciliations, meticulously assessing billing accuracy and financial integrity.• Maintained and updated daily trackers and internal systems, ensuring accuracy and consistency of data.• Analyzed cash flows, transactions, and profit and loss statements, providing valuable insights to inform strategic financial decisions.

• Efficiently tracked and managed Accounts Payables and Accounts Receivables, ensuring accuracy and timeliness in financial transactions.• Conducted comprehensive evaluations of financial performance by meticulously comparing and analyzing actual results with established plans and forecasts.• Spearheaded the cost analysis process, establishing and enforcing policies and procedures to optimize financial efficiency.• Oversaw the preparation of weekly and monthly reports for individual customer accounts, delivering insights to facilitate informed decision-making.• Conducted thorough reviews of customer accounts, proactively proposing reconciliations and resolving discrepancies as necessary.• Provided personalized and customer-centric recommendations and services, fostering strong client relationships and satisfaction.

Post Graduate Diploma, Global Business Management

Bachelor Of Commerce, Finance, General