Mishal Qureshi, Mba Email & Phone Number

Mississauga, On, Ca

Burlington, Ontario, Canada

• Leverage IBM Planning and Analytics to collect, clean, and analyze large datasets, applying statistical techniques and data modeling to derive actionable insights that support data-driven decision-making• Collaborate with the Director of Finance and CFO to prepare annual draft budgets for restaurants and facilitate review sessions with Regional Directors (RDs)• Conduct ROI analysis to support investment decisions, manage and analyze budgets, oversee end-of-period closing activities, and identify opportunities for process improvement within the Finance department• Prepare and present weekly reports on key performance indicators (KPIs) for all restaurant locations to senior management• Design and implement user-friendly operations management reports in Power BI, enhancing data visualization and decision-making processes• Calculate monthly accruals and quarterly bonus payouts for restaurant operations, ensuring accuracy and timely distribution• Develop and manage menu models to analyze profitability, supporting marketing strategies related to pricing, promotions, and menu item optimization• Conduct pre/post profitability analysis of initiatives implemented by Marketing and Operations to ensure alignment with business operations• Analyze operational and financial data to identify trends, assess business risks, and uncover new opportunities for growth and efficiency• Prepare and present quarter-to-date (QTD) budget vs. actual spending comparisons at quarterly GM meetings, providing insight into financial performance• Partner cross-functionally with Regional Directors, Marketing, and other data-driven teams to develop new metrics and track performance through dashboards and reports

Etobicoke, Ontario, Canada

• Develop and update annual revenue forecasts, pricing, and margin tools, utilizing historical data, market trends, and seasonality.• Provide in-depth analysis of revenue potential by Client Segment and Line of Business (LOB) for both Canadian and U.S. regions.• Lead the project management and implementation of annual General Rate Increase (GRI) and other revenue enhancement initiatives for U.S. and Canadian brokerage.• Collect, clean, and analyze large datasets to derive meaningful insights, employing statistical techniques and data modeling for data-driven decision-making.• Evaluate and present results of impact analysis for alternative pricing scenarios to executive management.• Challenge and recommend alternate pricing strategies based on overall opportunity outlook.• Lead war-room discussions with VP Sales and VP Operations on Request for Proposals (RFPs) to assess and refine pricing strategy.• Assess the impact of price changes on revenue and profitability, presenting findings to stakeholders.• Prepare and deliver reports and dashboards summarizing key performance metrics.• Manage contract reviews with account owners to ensure pricing compliance.• Collaborate with the marketing communications team to develop internal FAQs, scripts, and external client notifications for the effective roll-out of price changes.• Partner with the Sales Team to align internal strategies with customer strategies.Key Achievements:• Led the development of the 2017-2018 Pricing Database.• Successfully implemented GRIs for 2019, 2020, 2021, 2022, and 2023.• Spearheaded the implementation of US Tariff Fee and Paper Inv Fee.• Currently working on the development of a brand-new Pricing Toolkit on SalesForce.

Mississauga, Ontario, Canada

• Support the Sales Team with completion of tender documents; includes identifying the best products to comply with the bid specifications, developing the proposal pricing, and preparing all required documents• Support the CFO in analysis of different costing strategies• Educate and assist sales on pricing models and strategy applied on RFPs• Support RSDs to ensure all Bid/Tender timelines and specifications are met• Determine and propose pricing strategies on RFPs with complex terms and requirements• Prepare and present pricing strategies applied on RFPs to CFO, VP Sales and President for approval• Review proposal documents from RSDs and Sales support to ensure RFP requirements are met prior to submission• Proactively suggest/recommend modifications to the existing Pricing and CRM system to ensure higher efficiency• Collaborate with Purchasing to maintain and review supplier prices• Assist Marketing by providing pricing simulations for annual price book updates and new product lines • Prepare and perform annual margin analysis on company product line to examine product performance Special Quotations (SQs):• Finalize and approve SQ requests from existing accounts for specific projects• Apply additional discounts within pre-authorized levels, and/or seek guidance and approval for greater discounts from senior management;• Ensure all SQs provide relevant and accurate information on commissions and spiff rates for Accounting;Special Products Requests (SPRs):• Cooperate with the Product Manager to ensure the viability of SPRs;• Work with Purchasing to ensure components for special products are sourced in a timely manner;• Work with Quality Department to ensure all special products meet standards and specifications;• Build seating prototypes to ensure viability of custom configurations;• Create the detailed configuration for SPRs; Special Projects:• Collaborate with IT in development of a new CRM system for the company (launched in June 2017)

Mississauga, Ontario, Canada

• Responsible for the selection and pricing of compliant and accurate products for all bids proposals.• Maximize company revenue by balancing product cost, customer savings and company profitability • Collaborate with Category Managers and vendors to source new products and obtain deviated pricing where applicable• Work closely with the Proposals team to ensure all requirements are met and bids are submitted ahead of time• Execute new item set-up process• Attend quarterly meetings with vendors to discuss action plans for regional and national bids• Analyze historical data of existing customers to determine pricing strategy on tenders• Identify and compile strategic and account specific gross margin trends and issues• Review bid performance and results with Sales team and Category Managers• Utilize the Margin Analysis Tool & Customer Profitability Estimate tool to determine profit and margin on bids• Create ad-hoc reports and provide analysis upon request from Category Management or Sales team.• Support Merchandising with product sourcing and deviated costing provided by the vendor• Prepare and present pricing strategies applied on RFPs to VP Sales and Director of Sales for approval• Educate and assist sales on pricing models and strategy applied on RFPs.• Ensure that sales margins on acquisition opportunities are within prescribed levels.• Manage and update any information relating to the pricing and acquisition tools.• Work with Implementation and Contract Maintenance teams on successful opportunities to ensure accuracy in the pricing programs.• Work closely with Category Managers (CMs), Account Managers, LOB Specialists and Margins team to develop the right strategy to be successful with profitable sales growth opportunities.• Daily interaction with Director of Pricing & Profit, Regional Sales Director - Specialty Lines, and Category Managers• Make recommendations supported by action plans to management for improvement of pricing tools

Mississauga

• Efficiently handle a large volume of customer calls in a high quality manner• Apply strong knowledge of our product lines such as office, technology, facilities and furniture to assist customers in an effective and efficient manner• Guide customers through a step-by-step process on how to locate, submit and return a product on the company website• Process payments, returns, apply credits and issue re-bills as per the customers’ and account manager’s request• Assist with trainee employees’ transition from training to the floor• Assist with escalation calls/emails when requested by management• Upsell by recommending substitutions including the Staples brand• Review invoices and orders for accuracy to maintain efficiency and reduce inputting error rate.• Follow-up with the customer to ensure their needs are met in a complete, timely and professional manner• Work with various vendors to process and troubleshoot problems arising with orders• Open trace but not limited to resolving missing order issues, damaged items, processing exchanges, de-escalation of calls • Resolve credit issues on outstanding invoices and issues with missing orders in a timely manner • Assist the Operations Support Group when requested by management

Mississauga

• Promoted and sold services to existing and prospective customers through relationship based approach• Successfully worked in team consisting of workers and managers• Acknowledged, greeted and assisted every customer in a timely manner• Handling with Cash, transfers and payments• Identify and exhibit the value customers get by signing up with the company• Keep up to date new wireless technologies on the market and provide the customers with essential information• Ensure accurate cash/debit/visa balance at closing through high attention to detail during transactions• Attended customer complaints and facilitated a satisfactory resolution.• Understand customer needs and provide them with the best suitable solution• Deal with customer phone calls and resolve queries and issues to the best of my ability

Mississauga

• Used accounting software for data entry and tax returns – Simply Accounting, QuickBooks• Maintained and updated general ledgers and performed bookkeeping• Assisted with month-end journal entries• Assisted in GL reconciliations and tracking of expenses• Prepared monthly financial statements for Senior Accountant• Update, verify and maintain accounting journals and ledgers and other financial records• Perform all necessary account, bank and other reconciliations• Performed filing and general administrative tasks

Amba '24 - Mba

Smith School of Business - Accelerated MBA

Business Admin Accounting, Accounting

Business Administration, Accounting, 3.60