Nabeel N Email & Phone Number

Ontario, Canada

• Deliver an efficient and exceptional client experience as outlined in the Client Experience Guide by proactively offering high-quality advice, resolving and preventing problems, and identifying and addressing additional needs as they arise.• Master and apply industry rules and regulations (e.g. IIROC, Provincial, etc.), as well as RBC Enterprise and RBC Direct Investing policies and procedures, to all activities you perform.• Execute Limit, Stop, All or None trade orders, and trade Equities, ETFs, Bonds, Mutual Funds, and Foreign Exchange transactions precisely and promptly, while minimizing risk.• Guide clients through completing personal and non-personal account opening applications, as well as any other forms like worthless securities removal, W-8BEN, and Trading Authorisation.• Champion the capabilities and features of the RBC Direct Investing website and mobile app, actively seeking opportunities to introduce self-service options to clients.

Australia

Anaptyx Analytics Pvt Ltd is a multinational organization offering global businesses modern accounting and data analytical solutions. We leverage a powerful combination of cutting-edge technology, automation, and most importantly - People.• Led client accounting and Salesforce implementations for $3.6 million in annual revenue.• Defined scope, objectives, and deliverables for 5+ concurrent projects.• Created detailed project plans with 10% buffer for unforeseen challenges.• Tracked progress, mitigated risks, and delivered multiple projects on time and within budget (94% success rate).• Presented regular project status reports to executives and clients.• Managed a team of 11 accountants delivering accurate and timely accounting services.• Lead the implementation of sales force automation for 20+ clients.• Analyzed and reported YY% sales growth from implementation.• Leveraged data analysis tools to uncover a 12-20% increase in sales following Salesforce implementation. Presented reports with actionable insights, enabling team to replicate success across other client projects.• Built strong client relationships, maintaining a 75% satisfaction rate.• Resolved client concerns within 24 hours (90% resolution rate).• Implemented a new ticketing system that improved response times by 60%, saving clients an estimated 48-72 hours per month.• Built and led a high-performing team of 56 members across 7years , improving performance.• Delegated tasks, provided feedback, and fostered a collaborative environment (60% team satisfaction).

Regents Park

Overview of CompanyGizmo Corporation provides a unique experience by combining Home Entertainment (AV) services with remote IT support, offering customers a seamless Connected Home experience. Established in 1998, Gizmo leverages the expertise of Tech2GROUP, expanding its reach nationally with both in-home and remote services.Key Achievements:• Optimized accounts payable & receivable processes: Implemented automation tools, reducing processing time by 20%, while maintaining 99.5% accuracy.• Streamlined financial reporting: Delivered timely and accurate BAS, IAS & FBT reports, exceeding management expectations.• Enhanced asset management: Established a robust fixed asset registry and prepared depreciation schedules, boosting internal controls.• Facilitated seamless internal audits: Prepared comprehensive audit trial reports, streamlining the audit process.• Efficiently managed payroll: Accurately processed fortnightly payroll for 140+ staff, ensuring compliance with regulations.• Championed financial consolidation: Meticulously managed inter-company loans and prepared accurate consolidation reports.• Guaranteed compliance: Ensured adherence to GAAP and AASB standards, mitigating financial risks.• Reduced tax burden: Prepared and lodged payroll tax with precision, minimizing penalties.• Provided insightful analysis: Created insightful budgets and variance reports, aiding informed decision-making.• Maintained organized records: Implemented an efficient filing and archiving system, ensuring easy access to historical data.Key Skills & Expertise:• Proficient in MYOB-exo, NetSuite, MYOB, and XERO accounting software.• In-depth knowledge of GAAP and AASB accounting standards.• Strong analytical and problem-solving skills.• Excellent communication and interpersonal skills.• Collaborative and detail-oriented.

Putney

• Successfully transitioned from MYOB & XERO to SAP & NetSuite for 3 entities, improving data accuracy and operational efficiency by 20%.• Delivered insightful recommendations directly to the CEO, impacting company-wide policies and practices that remain in effect today.ERP Expertise:• Proficient in NetSuite, XERO, and SAP (FICO module), utilizing each to their full potential for optimal financial management.Responsibilities:• Ensured accurate and timely bi-weekly payroll processing for 24+ sales and administrative staff, fostering employee satisfaction.• Meticulously reconciled accounts, identified discrepancies, and resolved them promptly, maintaining financial integrity.• Managed payroll and bonus payments, ensuring fair and accurate compensation for all employees• Prepared monthly BAS & IAS reports, providing essential financial insights for informed decision-making.• Developed and maintained a streamlined creditors report, enhancing transparency and building strong relationships.• Efficiently managed inter-company loans, ensuring accurate monthly reconciliations and smooth financial flow.• Maintained accurate cash flow statements, empowering strategic financial planning and resource allocation.• Prepared and analyzed budgets, pinpointing variances and offering data-driven solutions for improved financial performance.• Implemented efficient filing and archiving systems, ensuring easy access to critical financial information.• Created various budgets tailored to specific needs, aligning financial resources with strategic goals.

Mascot

Sydney Airport Medical Centre is situated at the International Airport terminal. Sydney Airport Medical Centre provides vaccinations for travellers as well as all sorts of treatments are available, including Physio, Chiro & Remedial Massage. Sydney Airport Medical Center also sells medication to its customers since there are no pharmacies in the Airport.Optimized Financial Processes:• Managed accounts payable and receivable: Ensured timely invoice processing and payment, exceeding industry standards.• Recovered outstanding payments: Proactively contacted debtors and insurance companies, recovering 93% of overdue amounts.• Streamlined payroll: Processed bi-weekly salaries for 5 doctors (including Locum) and administrative staff with 99.9% accuracy.• Reconciled accounts meticulously: Maintained accurate financial records, ensuring data integrity for critical reporting.Enhanced Reporting & Analysis:• Generated comprehensive BAS reports: Prepared timely and accurate Business Activity Statements, ensuring compliance with tax regulations.• Created insightful client reports: Delivered weekly, monthly, and yearly reports tailored to individual client needs, improving transparency and client satisfaction.• Developed data-driven budgets: Prepared and analyzed various budgets, aligning financial resources with strategic goals.Additional Highlights:• Implemented efficient filing and archiving system, improving document access and retrieval by 90%.Contributed to a positive and collaborative work environment.

Sydney, New South Wales, Australia

Alkalife is a small family run business that started in 2002 and is proudly 100% Australian owned. Alkalife sources all products used in the manufacturing process from Australian companies to support our economy. • Maintained the financial health of Alkalife by meticulously managing accounts payable, ensuring timely payments to all suppliers.• Streamlined accounts receivable processes, securing 30% faster payments from customers and improving cash flow.• Processed monthly payroll for 4 employees accurately and efficiently, ensuring timely payments and employee satisfaction.• Reconciled accounts monthly with 99.9% accuracy, ensuring financial data integrity and reporting transparency.• Efficiently handled general paperwork, keeping the office organized and information readily accessible.• Implemented and maintained a robust filing and archiving system, ensuring easy retrieval of essential documents for 6 years.

Sydney, New South Wales, Australia

For over 170 years, David Jones has set the standard for Australian retail, and I'm proud to have contributed to that legacy as a customer-centric team member for more than 3 years. Across 37 stores nationwide, I played a key role in ensuring a seamless and positive shopping experience for every customer.Here's how I made a difference:• Welcomed and assisted customers daily, exceeding service expectations with a friendly and helpful demeanor.• Managed cash flow efficiently at the register, ensuring accuracy and prompt customer service.• Organized and replenished merchandise on the shop floor, keeping it visually appealing and readily available for customers.• Processed 10-15 numbers of work orders and store debits per week, contributing to efficient inventory management and cost control.• Handled customer service orders (CSO) accurately and efficiently, providing customers with the products they needed while adhering to company policies.• Performed end-of-day till counts meticulously, maintaining cash flow integrity and contributing to loss prevention efforts.• Matched invoices for accounts payable, contributing to accurate financial reporting and supplier relationships.• Compiled reports for the loss prevention team, providing valuable insights for optimizing security measures and protecting customer assets.

Parramatta, New South Wales, Australia

Gloria Jean's Coffees is a leading specialty coffee retailer and one of the fastest growing franchise organizations in the world with stores in more than 20 countries.• Performed accounts payable, processed weekly payroll, and reconciled accounts, ensuring financial integrity.• Managed daily banking and end-of-day till counting, streamlining cash handling and deposit processes.• Created and monitored budgets, prepared BAS reports, and provided financial insights for informed decision-making.•Conducted stock takes, placed orders, and implemented efficient inventory management practices.• Handled general paperwork, filing, and archiving, ensuring organized record-keeping and easy information access.•Trained new staff, fostering a collaborative and supportive work environment.• Prepared and served high-quality hot and cold beverages, exceeding customer expectations.• Managed cash transactions efficiently and accurately, promoting smooth customer interactions.

Bbc

Diploma In Accounting