• Spearhead the strategic direction and growth of Ace Money Transfer's residential operations in Canada, achieving consistent year-over-year revenue and customer base expansion.• Drive market expansion efforts, identifying and capitalizing on opportunities to enter new regions and demographics while ensuring alignment with regulatory requirements.• Ensure strict adherence to Canadian financial regulations, managing compliance initiatives, and implementing rigorous risk management practices to mitigate potential issues.• Promote technological advancements to ensure secure, efficient, and reliable financial services for residential customers.

• Provide comprehensive financial guidance and consulting services to diverse clients, offering tailored solutions to meet their specific financial objectives.• Conduct in-depth financial analysis, including budgeting, forecasting, and risk assessment, enabling clients to make informed decisions and achieve financial stability.• Collaborate with clients to develop personalized investment strategies, ensuring optimal portfolio diversification and risk management.• Assist clients in optimizing their tax strategies, identifying opportunities for deductions, credits, and tax-efficient investments.• Offer expert advice on retirement planning, including pension options, savings strategies, and income distribution planning.• Develop effective debt management plans, helping clients reduce debt burdens and improve their financial health.• Educate clients on financial literacy and best practices, empowering them to make informed financial decisions independently.• Advise small businesses on financial management, cash flow optimization, and financial planning to enhance profitability.• Stay updated on financial regulations and compliance requirements, ensuring clients remain in full adherence to relevant laws.• Cultivate strong client relationships based on trust, confidentiality, and exceptional service, resulting in long-term partnerships.• Engage in ongoing professional development to stay current with industry trends, financial tools, and investment strategies.• Conduct market research and analysis to identify emerging financial opportunities and potential risks for clients.• Generate detailed financial reports and performance metrics to track progress and present recommendations effectively.• Manage all aspects of self-employment, including client acquisition, accounting, marketing, and business development.• Adhere to the highest ethical standards in financial consulting, ensuring clients' best interests are always at the forefront.

• Responsible for managing key resources & their respective timing & deliverables• Monitoring day-to-day activities of the project team and ensure work is progressing as planned. Working with project team and actively involved in the work• Managing schedules, budgets, assets, and overall project organization to ensure requirements and project deliverables dates are clearly communicated, understood and executed upon• Effectively and efficiently planning and prioritizing all deliverables and resources working across project based on scope of work and project goals• Actively monitoring project risks and scope creep to foresee/identify potential problems and proactively identifying solutions to address them in advance• Communicating and documenting project status and strategic recommendations to clients, team members and senior management on a regular basis; escalating issues accordingly via the appropriate channels• Partnering with project team leads to present work

Worked with Certified Financial Professionals in Financial Management such as Retirement Planning, Estate Planning, Mortgages, Solution Banking and Insurance Planning

Financial consultant job shadowing while focusing and covering the following areas1. Individual Financial Planning2. Canadian Securities Market 3. Mortgage4..Insurance5. Solution Banking, Personal Loans,Credit cards, checking and saving accounts6. Mutual Funds7. Direct mentoring and facilitation by Regional and Divisional Director, Security, Insurance, Mortgage Personal banking solutions Specialists and Financial Consultants Attended seminars and their online training session.

• Responsible for accurately and efficiently managing and analyzing financial records, transactions, and data. • Played role in ensuring accuracy, compliance, and integrity of financial information, as well as supporting decision-making processes. • Worked closely with various departments, including finance, accounting, audit, and compliance, to maintain high standards of financial data management.• Assisted with the annual audit by preparing the necessary documents and being the point of contact during the audit. • Worked with the project leads and local partners of projects to account for expenditures in the field.

• Proficiently prepared comprehensive quarterly and annual financial reports, budget variance analyses, statements of eligible expenditures, and collaborated closely with Project Managers to provide insightful narrative variance reports. Oversaw payroll, tax records, bank accounts, petty cash balances, travel advances, and financial reports. Maintained meticulous records including cash book, stock register, and all related correspondence.• Diligently examined invoices, bills, vouchers, and other documents for accuracy and completeness prior to processing payments, ensuring strict financial accountability.• Spearheaded the monthly updating of inventory records both at the headquarters and across multiple hubs, ensuring accurate and up-to-date inventory levels.• Demonstrated exceptional leadership by directing and supervising a dedicated team of staff members, fostering a collaborative and high-performing work environment.

• Assessed the asset /Liability program of the company and developed guidelines for asset/Liability management. • Participated extensively in the strategic planning process and led budgeting and forecasting process of the company to build strong financial discipline and accountability foundation for budgeting and forecasting • Coordinated closely with stakeholders to identify and drive appropriate growth strategy, financial analysis and due diligence to enable the company to reach its strategic goals • Planned and ensured that resource direction, internal control and financial process exist to achieve timely and accurate reporting of all financial matters • Planned, directed and coordinated the implementation of effective accounting and financial administration policies, procedures and reports to ensure sound financial management and control of the company. • Prepared, presented and interpreted financial reports to management. • Managed accounts payable and receivables

• Analyzed sales, pricing and other financial information to deliver improved business understanding and performance • Participated in the annual business planning process, serving as key contributor for the sales channels, pushing the business plan down to the appropriate level with in sales organization and ensuring alignment with various strategic initiatives in the marketing organization. • Prepared and distributed all management reports and information related to the sales organization • Provided insight and explanations regarding the performance of the sales organization • Planned a wide variety of commercial deal structuring process to provide economic moduling • Prepared the customer invoicing, reconcile discrepancies with corporate customers and oil marketing company • Coordinated to actualize volumes of gas and resolve issues with station managers and oil marketing company • Performed industry/business trends analysis as required