Nikhil Thomas Email & Phone Number

Toronto, Ontario, Canada

• Audit discharge statements to ensure accurate notes, penalties, fees in place• Prepare discharge documents for residential mortgages in various provinces across Canada • Prepare discharge/transfer documents using Teraview software for properties in Ontario• Respond to inquiries from clients/solicitors/financial institutions• Utilize professional communication and coordination skills with teammates when working on projects• Assist with training teammates and investigating inquiries• Process various tasks/duties within designated timeframes• Quickly learn how to use various internal & and external programs/systems to perform daily tasks

Louisville, Kentucky, United States

• Preparing monthly budgets and working with payroll and accounting departments to monitor monthly expenditures and revenue. • Ensuring all clients receive quality customer experience and requesting feedback on ways to improve customer service and ongoing experience. • Provide online financing options for vendors and students by working alongside the accounting department to set up payment plans. • Tacking online trends and monitoring customer patterns to cater to the products in-store. • Engages in active staff training related to safety protocols and establishing employee compliance guidelines.• Performing a variety of duties relating to cash sales, credit card purchases, reordering, invoicing, stocking, and pricing of merchandise in the bookstore.• Handles refunds for returned items and purchases used textbooks according to guidelines; does related work as required. • Working on Excel spreadsheets to track monthly and annual budgets, track trends and monitor inventory levels. • Assists clients in selecting merchandise; greets customers; takes customer orders for specialty items; operates cash register, and processes charges on Visa or Mastercard.• Maintaining accountability for the accuracy of cash and charge transactions.• Reorders, stocks, and prices a wide variety of, sportswear and a variety of clothing and other items. Creating and designing store displays and promotions.• Processing refunds for returned merchandise, purchasing used textbooks according to clear guidelines and preparing purchase orders.

Milton, Ontario

• Developing and implementing growth strategies set by Senior Management.• Setting up appointments with vendors to ensure satisfaction with the current services and introducing newer products to current vendors. • Identifying strategies and business processes to get to know the nuts and bolts of the company’s functions and operations.• Assisted the sales team by requesting credit reports for clients and processing loan applications on behalf of clients with accounting and finance departments. • Supporting management team with daily tasks such as allocating the budget and crafting performance reports.• Helped department leads and managers complete daily tasks such as ensuring operations are on track to meet quarterly objectives and implementing new policies.• Understand each department and work with department managers on such as Marketing, Sales, Finance, and operations to ensure daily processes and goals.• Providing daily administrative support such as data entry, data analysis, analyzing seasonal consumer trends and generating quarterly reports for senior management. • Helping senior management evaluate employee performance, generate business reports and presentations, and track business revenue.

Brampton, Ontario, Canada

• Providing sales support by identifying sales opportunities/reciprocal referrals and assisting IA(s) in preparation for client meetings.• Providing personal banking needs to clients and ensuring quality customer service experience.• Providing market quotes and tracking Dividends, RSPs, and RIFs to clients. • Creating reports for analysis of client accounts and catering products to meet client needs.• Understanding TDW PIA Product offerings and unique investment instructions.• Actively supporting the IA and branch in achieving the branch’s annual business goals and reciprocal referral goals• Working with other departments to manage/process client requests for resolution in a timely manner. • Executing market orders and responding to client enquiries promptly and accurately. • Maintaining complete client files and ensuring documentation is in good order. • Assisting IA with daily tracking of transaction summaries, and client activity to identify/prevent any errors or omissions. • Demonstrating knowledge of, and compliance with, all compliance regulations, securities laws, risk & confidentiality requirements, and the TD Codes of Conduct & Ethics • Being aware of and maintaining knowledge of financial markets and current/world events.

6560 Kennedy Road

• Making daily Outbound calls with various priority test results as part of the LifeLabs call reporting process to clients.• Communicating lab test results to Physicians, Nurse-practitioners, Long Term Care Facilities, Hospitals and Doctors Clinics.• Maintaining confidentiality and discretion upon viewing medical reports and handling client lab requisitions.• Maintaining an exceptionally high level of professionalism while communicating with customers and responding to client enquiries.• Efficiently dealing with various call priorities daily such as Criticals, Alerts, Urgents, Infection Control, and ASAP’s• Communicating with departments such as Inbound and Client File Maintenance teams (CFM) regarding customer calls enquiry and updating client information.• Strictly follow the procedures and instructions directed by the Customer Call Centre SOP.• Ensuring that quality customer service standards are upheld and obtaining critical feedback from clients to improve

Mississauga Central

• Assisting clients in person to help them achieve their short-term and long-term financial goals. • Submitting loan applications and running credit reports on behalf of clients, to suggest personalized financial instruments. • Supporting financial consultants in the regional office through the preparation of comprehensive financial plans for clients.• Utilizing PFP, financial forecasting software to project client retirement, education, investment, and estate planning.• Assisting financial consultants to help generate cash flow, net worth, and estate analysis projections.• Analyze and prepare financial plans to be professionally presented to clients. • Achieve quarterly PFP targets by supporting consultants in generating plans which are recognized through the regional office.• Specialized in creating Financial Assessments and Detailed Financial Plans for clients.

Oakville, Ontario

• Creating, Purging/Resetting and Dispatching Purchase orders from the Expediter• Requesting Performing budget checks prior to dispatching Purchase orders to Vendors• Processed Purchase orders and analyzed cost centre expenses to facilitate month-end budget forecasting.• Coordinated reviews on budget allocations and highlighted budget errors with senior buyers.• Responsible for overseeing Agent commissions and international wire transfer POs.• Ensuring accurate HST charges, account numbers and net terms on out-of-province Po’s• Setup new vendors on Peoplesoft and Update vendor payments on the purchasing spreadsheet• Document receiving of goods/services on the Peoplesoft prior to closing the Purchase order.• Setting up client accounts for online financing options and processing loan applications.• Assist in receiving and monitoring deadlines on contractor bids.• Receiving and forwarding monthly Visa statements of employees to Accounts Payable after matching receipts with the statements.

Mississauga, Canada

• Auditing Inventory bi-weekly using perpetual inventory to maintain backroom accuracy• Ensured the implementation on First In First Out (FIFO) method for perishable items• Oversaw and directed various mini-projects during shifts by being assigned Team Captain • Maintained backroom accuracy within 95-98% range safe zone• Quick and accurate scanning and bagging of all items, and payment collection• Analyzing pull list reports from the backroom and assigning them to Team leaders

Bachelor Of Commerce (Bcom), Global Management

Activities and Societies: DECA Ryerson

Master Of Arts - Ma

Business Administration, Accounting, Gpa 3.89

Accounting And Finance