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.
• 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.
• 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.

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.
• 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.

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

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.
• 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.

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.

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.
• 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.

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.

Bbc

Diploma In Accounting