Leo Khan Email & Phone Number

Toronto, On, Ca

North York, Ontario, Canada

North York, Ontario, Canada

Toronto, Ontario, Canada

Adelaide, Australia

Research Assistant provides support for External Relations data entry and research projects that assist with the growth, maintenance and development of External Relations databases. In addition the position assists with data auditing and analysis activities, the maintenance of procedure documents for the database and general administrative tasks, and plays an integral role in ensuring data is accurately recorded • Constructed a large excel database built with data points gathered from various Australian Trusts and Foundations. Using this database to crosscheck and identify big alumni donors, with a milestone to raise $10 million by 2030.• Extracted, verified and organised alumni data efficiently exceeding 10,000 records using OSINT such as LinkedIn. Reporting metrics in a visual format. Coauthored briefing documents with supervisor for prospective donors, board meetings and events.

Adelaide, South Australia, Australia

Client Service Associate (Faculty of Arts/Business)• Addressed hundreds of client queries varying in degrees of complexity. Catering to domestic and international clients from China, India and Malaysia. Successfully assisting managers in developing Statement of Advice based on client requirements for successful programme completions.• Supervised the onboarding process of 2 junior associates in February 2019, introducing them to company procedures, CRM software and also briefing them on issues related to client requirements, documentation and business

Adelaide, Australia

• Processed Accounts Payables and Receivables amounting to $230,000 using ERP software. Assisted Accounts Officer in performing daily Bank Reconciliations. • Collaborated in preparation of third-quarter financial reports as per AASB. Calculated key financial metrics. Internally audited reports for accuracy. Facilitated the budgeting process by tracking revenue and expenditures. Resulting in draft financial reports completed 4 days before the deadline.

Adelaide, Australia

• Developed an Excel Financial Model with data points internally sourced for Bank SA. Leveraging the model to project revenue/expenditure footprint spanning across Retail, Industrial and SME segments. Leading to an overhead reduction of 5%.• Analysed branch activity data trends based on relationship managers. Computing KPIs to measure, compare current and prior annual performance across all branches. Successfully presented findings to business leaders.•Researched and organised data-list of 20 potential business clients for the firm’s strategic initiatives. Achieved a 30% success rate in engagement through online surveys and cold calls.

Pakistan

 Provided excellent client service worldwide Managed and maintained company’s core databases Participated in quality control projects with the content creation team Helped Implement an online learning website called LearnRev Exploited business marketing opportunities and boosted company’s revenue Identified bottlenecks and helped improve business processes and policies

Pakistan

Prepared interim financial reportsPerformed bookkeeping duties such as receivables and reconciliations Filled company tax returns Performed tasks under pressure and met deadlines for end of financial year

Master Of Finance And Business Economics, Gpa 5/7 (71%)

Bachelor Of Applied Accounting (Honours), Accounting, 2.2

Cfa Certification, Finance And Financial Management Services, Level Ii Cleared

Accounting And Finance, 12/14 Modules Cleared