Kharanshu Desai Email & Phone Number

Vancouver, British Columbia, Canada

• Improved client experience by performing long-term financial projections of retirement accounts, and ensured clients were up to date with account information and future cash flow projections• Performed research into client attrition and provided insights regarding retention strategies by analyzing client data, and finding patterns among retained and unretained clients• Organized client documents and information by individually reconciling over 1,300 accounts

Vancouver, Canada Area

- Coordinated with the Anthropology Head of Finance to ensure proper completion of all financial tasks, including the preparation of expense claims and requisitions- Maintained accuracy when preparing financial documents and ensured timely submission to the UBC Finance Department- Collaborated with Anthropology department to facilitate events, such as department meetings, and ensured proper setup and event preparation