Muhammad Anwar Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

• Worked on escalation mailbox and used analytical skills to investigate and resolve varied nature of complex issues raised by clients, reconciling and adjusting balances, rectifying payments, redirecting issues to various teams within and outside recovery operations. Maintained relationship with legal and non-legal business partners. Responsibilities also include analyzing and gathering user needs to identify and outline process improvements. Through accounts analysis, I have identified issues that require production fix.• Supported Recovery Operation of secured and unsecured products by providing client information to collection agencies, law firms and internal groups to help them in recovery and defending CIBC in courts. Liaised with CIBC branches and other departments to obtain the information. Attentive not to violate privacy and confidentiality rules while providing information. Collaborated and maintained regular contact with mortgage servicing and record centers for investigation.• Worked with front line employees to fulfil their requests by analyzing and updating clients’ Credit Bureau • Engaged in training new incumbents for various processes• Worked on various other regular assignments such as Accounts Re-entry process, updating host with information, close out of paid and settled accounts, sending payments letters to clients• Worked as back up to various process as advised by Manager Select Achievements• Implemented a change in process by transforming it to paperless that reduced process time up to 50%• Eliminated process waste by educating business partners to avoid duplicate work on state owned student loans by updating host.• Supported CIBC Recovery operations Accounting team in expediting out of SLA process while concerned employee was on medical leaves• Identified and involved project team to cure a COINS system glitch where recovery accounts if over paid were causing business partners to recover more than assigned

Toronto, Canada Area

• Opened around 400 new accounts and reviewed files of migrated clients from an investment company, recently acquired by CIBC Private Wealth Management Inc.• Finding the relevant information in clients’ physical files and updating CIBC system, known as x-eye. Coordinating with Investment Associates and Investment Councilors to enquire about the missing information of clients• Prepared new documents and forms as per CIBC Private Wealth Management policies and formed new physical files for migrated clients meeting and signing on revised documents• Coordinated with Investment Councilors for deciding regular/specialized, CPIC/CIBC Trust fee structure to client based on individual/household, segregated/pooled funds and to schedule and update it into system after getting approval from Billing Department• Submitted to/interacted with risk managers for approval of cases for opening of investment accounts of migrating clients• Prepared and Sent forms to CIBC Trust for opening of Trust/Custodian Accounts• Quarterly reconciliation of clients’ accounts for charges debited to them• Extensively used MS Excel to maintain tracking files and generating different progress reports for management• Verification of statement recipients into system and sending Account Statements and T5 Tax Slips to clients

Karachi

• Controlled trade creditors by:a) Matching and coding the invoices to verifying particulars and incorporated in ERPb) Feeding approved rates in SAPc) Reconciliation and weekly agingd) Payment to creditors by preparing weekly cheque run.e) Responding to creditors inquires for paymentf) Generated various analytical reports of creditors for management• Preparing daily bank position and forecasting required funds for raw material purchases• Assisting supervisor in approving transactions• Dealing with banks and preparation of monthly bank reconciliation statements.• Preparation of monthly income and sales tax returns• Review of monthly trial balance and incorporating adjustments• Preparation of audit working papers and assisting supervisor for Financial Statements including fixed assets schedule

Karachi

• Responsible to manage the funds received from country office and disburse in various programmes• Generated payments via ERP and reported country office• Prepared budgets for sub office• Dealt with staff related matters such as payroll, programme expenses and reimbursement of conveyance etc.• Administered general office matters.• Managed the team of drivers and fleet of UN vehicles• Performed as a focal person for the arrangements of welcoming of delegations from abroad and country office, their stay in hotels, picks and drops, and looking after complete tasks of protocolsWas trained by United Nations World Food Programme for the following courses: i) Computerized training and testing of basic security in fieldii) Computerized training and testing of IPSAS, International Public Sector Accounting Standards.

Karachi

• Handled Accounts Receivable / Debtors positions performing followings:1- Weekly debtors aging along with history of follow ups2- Adjusting credit periods of clients based on collection frequency3- Liaison with Customer Service and Sales department for credits and recovery4- Interaction with debtors via phone, email and visits for collections5- Cash applications of collection and incorporation into system (AS400)6- Debtors reconciliation and resolving discrepancies7- Sent balance confirmations and preparing schedules for periodic books closures• Involved in various reporting to Principal related to revenue, disbursement and current accounts• Assisted in preparing monthly profit and loss account, comparison with budget and variance reasoning• Assisted in preparation of annual budget with basis, annual financial statements and audit working papers• Interaction with Principal in Geneva for routine reporting and resolution of queries • Handled worldwide intercompany accounts (invoicing, debit & credit notes & balance confirmations)• Looked after bank accounts, preparing daily bank position and reconciliations, EFT to Principal abroad, exchange rate negotiation for EFT• Winning of “outstanding performance award 2005” for best performance in A/R and Principal Reporting.• Attended training sessions in Geneva (MSC Head Quarter) for global online financial reporting software

Tianjin City, China

Have worked on a contracted role of six months with an international indenting company in Tianjin, China. My main responsibility was to convert Chinese accounting record of few years into English language with the help of translator, for the understanding of their principal abroad.

Karachi

• Completed four years of practical training as required by Chartered Accountants by-laws, with M/s. Riaz Ahmad, Saqib, Gohar & Co, (Previously Riaz Ahmad & Company) a Member firm of AGN International Limited and one of the leading public accountancy firms in Pakistan• Worked with senior managers and partners on all facets of audit including preparation of overall audit plan, supervision of audit, execution and critical review of clients’ internal control

Master Of Commerce, Accounting And Economics

Bachelor Of Commerce (B.Com.), Accounting And Economics

Certificate, 76%

Successfully completed Canadian Securities Course in Jan 2016 with 76% aggregate marks