With over five years of experience in financial analysis, administration, accounting, budgeting, forecasting, and reporting, I am a highly motivated and detail-oriented finance officer who strives to deliver high-quality service and results. I am proficient in using accounting software such as Quickbooks and have strong communication skills, enabling me to work collaboratively with teams and stakeholders.Currently, I administer confidential financial activities for the Office of Research & Innovation at Humber College, where I order, track, and monitor purchasing expenses, ensure proper recording of transactions, reconcile department purchasing cards, access confidential financial information, verify expense eligibility, identify and mitigate areas of risk, process purchase requests, and provide accurate and up-to-date information on grant spending. Previously, I worked as a Financial Aid and Compliance Officer at Automotive Training Centres, a Telephone Banking Specialist at TD Canada Trust, and an Associate in Wealth Management at Canada Life, where I gained valuable skills and experience in financial counseling, compliance, customer service, sales, and wealth management. I have also completed several certificates in Financial Services Advice from the Canadian Securities Institute, including Financial Planning and Personal Financial Services Advice, which demonstrate my commitment to continuous learning and professional development. I hold a Post-Graduate Certificate in Hospitality and Tourism Management and a Post-Graduate Certificate in International Business Management from Niagara College, as well as a Bachelor of Commerce in Finance and Human Resources from Mount Carmel College, which provide me with a solid foundation and a global perspective in business and finance. My goal is to leverage my skills and experience to contribute to the success and growth of the organization I work for, while also advancing my career and expanding my knowledge and network. I am passionate about finding innovative and effective solutions to financial challenges and opportunities, and I enjoy working in a dynamic and collaborative environment.
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Founder And PhotographerRuby Rafeek Photo
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Financial AdministratorHumber College Jun 2023 - PresentToronto, Ontario, CanadaAdminister confidential financial activities for the Office of Research & Innovation (ORI)Order, track, and monitor purchasing expenses for internal and/or external ORI accountsEnsure proper recording of transactions in a timely mannerReconcile department purchasing cardsAccess confidential financial information and verify expense eligibilityIdentify and mitigate areas of risk in accounts/projectsProcess purchase requests and verify compliance with approved expenditures and budget availabilityProvide accurate and up-to-date information on grant spending for monthly internal reportingMaintain confidentiality of partnership and project agreements, financial systems, and filesGather financial metrics bound by non-disclosure agreementsInteract with administrators, faculty, staff, students, and industry partnersRespond to general questions regarding expenses, purchasing, and delivery of goods/servicesUpdate financial tracking sheets and provide budget updatesProvide critical information for annual financial reports -
Financial Aid OfficerThe Automotive Training Centre Aug 2020 - Jun 2023Cambridge, Ontario, CanadaAs a Financial Aid and Compliance Officer, I assist students in completing financial aid applications for accuracy and completeness. I also manage and monitor the Financial Aid office to ensure that our procedures comply with College, Province, and Federal policies and regulations. In addition, I oversee the college's financial operations, including accounts payable, accounts receivable, reconciliation of accounts, accurate record keeping, and general ledger.I process payments and refunds, track federal and provincial disbursements, and provide support for decision-making, policy recommendations, and administrative improvements. I keep well-informed knowledge of all Ontario Student Assistance Program legislated requirements and collaborate with organizations such as WSIB, Band Funding, and Second Career to ensure that our students receive the financial aid they need to succeed.Furthermore, I develop and monitor budgets and forecasts to ensure that financial targets are met. I conduct audits to ensure internal quality control for financial aid transactions on Quickbooks and the College database. Overall, my goal is to ensure that the college's financial aid processes run smoothly, efficiently, and in compliance with all regulations. Keywords: financial aid, compliance, accounts payable, accounts receivable, Quickbooks, budgeting, forecasting, auditing, record keeping. -
Easyline Specialist ( Personal Banking )Td Mar 2020 - Aug 2020London, Ontario, CanadaAs a Telephone Banking Specialist at TD Canada Trust, I responded to customer inquiries and provided information about products and services. I resolved customer issues, including account disputes, transaction errors, and service complaints while ensuring client confidentiality. My main responsibility was to identify all sales opportunities to retain and grow business by advising and promoting a full range of products and services, including investments, new accounts, visa products, processing reimbursements, overdrafts, and telephone/web banking registrations. I enhanced the customer experience by providing high-quality service at every interaction and ensured customer concerns were being handled appropriately while working in a dynamic fast-paced environment. Additionally, I worked collaboratively with other departments to ensure that customers received excellent service. I consistently achieved performance targets and contributed to the growth of the business during my time as a Telephone Banking Specialist at TD Canada Trust. -
Wealth Management - AssociateCanada Life Jan 2019 - Mar 2020London, Canada AreaAs an Associate in Wealth Management at Canada Life, I prepared and processed client paperwork, including account opening forms, trade confirmations, and account statements. I investigated customer inquiries in a timely manner while ensuring compliance with regulatory requirements and internal policies and procedures. I entered transactions into various administration systems and filed paperwork for audit purposes, while also locating client information on systems like Investment Centre, co-pilot, Great West Life, and Canada Life mainframes and GPAS to process client requests. I consistently volunteered for new learning opportunities and performed ad-hoc requests as assigned.
Ruby R Education Details
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Hospitality And Tourism Management -
International Business
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Finance And Human Resources
Frequently Asked Questions about Ruby R
What company does Ruby R work for?
Ruby R works for Ruby Rafeek Photo
What is Ruby R's role at the current company?
Ruby R's current role is Founder and Photographer.
What schools did Ruby R attend?
Ruby R attended Niagara College, Niagara College, Mount Carmel College, Palace Rd, Bengaluru.
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