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.
• 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.
• 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.

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.
• 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.

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.
• 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.

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