Managed Surrey office and partnered with sales consultants from Toronto office to establish a strategic business plan for the territory with defined sales targets.• Provided integrated life insurance planning and financial planning advice.• Developed an understanding of each client’s needs and provided solutions.• Positioned Insurance solutions to prospects and existing clients.

Presented monthly performance of customer service operations to higher management, analyzed opportunities for cost saving and business process improvement.• Reduced the number of letters sent by Canada Post by analyzing online customer accounts and eliminated duplicate letters by only sending letters to customers, who were not using online billing resulting in additional saving of $300K per year.• Prepared monthly reports and dashboards using Tableau for review by management, prepared… Show more Presented monthly performance of customer service operations to higher management, analyzed opportunities for cost saving and business process improvement.• Reduced the number of letters sent by Canada Post by analyzing online customer accounts and eliminated duplicate letters by only sending letters to customers, who were not using online billing resulting in additional saving of $300K per year.• Prepared monthly reports and dashboards using Tableau for review by management, prepared can’t read meters report after downloading from SAP for reporting.• Published key data, scorecards, monthly metrics and paperless report on SharePoint facilitating informed management decision making. Show less

Drafted business cases, proposed resource requirements and developed preliminary scope definitions and cost analyses that met targets.• Achieved paperless adoption target of 45% resulting in saving of $4 million per year, ensured UAT testing is done before launch of program.• Conducted profitability analysis and prepared monthly dashboards and KPI’s, forecasted bad debt for BC Hydro.• Supported ad-hoc requests, such as making queries using SQL and Tableau.

Analyzed and forecasted various operations of department and prepared budget for CSO.• Prepared budget, reconciled items, built monthly forecasts for bad debt using statistical tools, updated key performance indicators and metric scorecards.• Forecasted vendor costs based on review of contracts and changes in tariff structures thereby gaining significant savings.• Implemented process enhancements, conducted cost analysis, prepared business cases and presented recommendations to… Show more Analyzed and forecasted various operations of department and prepared budget for CSO.• Prepared budget, reconciled items, built monthly forecasts for bad debt using statistical tools, updated key performance indicators and metric scorecards.• Forecasted vendor costs based on review of contracts and changes in tariff structures thereby gaining significant savings.• Implemented process enhancements, conducted cost analysis, prepared business cases and presented recommendations to management. Show less

Outsourced financial reporting process of investment bank from Hong Kong to India. • Led a team of analysts for performance measurement and implemented process improvements to increase control, accuracy and efficiency.• Conducted financial forensic work where variances were detected. • Assisted in the preparation of monthly journal entries, accruals, account reconciliations and other financial BA work

Controlled all accounts in balance sheet for Canadian operations, ensured correctness of balances and translated foreign currency transactions as per SOX guidelines.• Prepared financial statements in both currencies from general ledger in SAP, conducted balance sheet flux analysis and explained variances in key items.• Managed, re-engineered and outsourced the inter-company balance process. • Created financial reports out of excel through Hyperion Essbase.

• Prepared and analyzed financial projections of revenue and provided financial advice to product managers, conducted UAT testing before launch of SQS auto PO.• Conducted scenario analysis based on sales reports to support the inventory decisions. • Conducted calculation of spare part capital requirements in order to improve bid accuracy and prepared rolling budget forecasts using SAP manufacturing module.

• Generated P&L reports and monitored variances using dual currency general ledger.• Communicated with chief accountant’s division and administration group systems to resolve the exceptions in accounting principles and technology.

• Networked, maintained and troubleshot computers and peripherals of the institution.