Suveer S. Email & Phone Number

Edmonton, Ab, Ca

Canada

Facilitate the mortgage application process for clients by assisting them in completing applications and gathering required documentation, including proof of income, employment verification, credit reports, and property informationNegotiate favorable mortgage terms and interest rates on behalf of clients and serve as a liaison between clients and lenders throughout the mortgage approval and funding processConduct market research to identify competitive mortgage options and opportunities for clients to secure optimal financing solutionsEnsure compliance with all regulatory requirements and industry standards throughout the mortgage application and approval processAnalyze factors such as credit history, debt-to-income ratios, down payment capabilities, and property valuations to determine clients' borrowing capacity and affordabilityPursue ongoing professional development opportunities to enhance knowledge of mortgage products, industry regulations, and best practices

Brampton, Ontario, Canada

Created a Revolving Budget to forecast the expenses of the company and analyze monthly variancesResponsible for payroll calculation and remittance on a bi-weekly basisCompiled monthly data for financial reporting purposes, facilitating tax filings and regulatory complianceSolely Responsible for daily revenue recording and reconciliation along with maintaining communications with more than 500 clients worldwideLed the procurement side of the operations which included monitoring inventory levels, communicating with more than 25 suppliers and logistics coordinators to successfully import goods to canadaAdvocated for the adoption of tools and automated processes within internal teams to enhance lead generation and business intelligence

Brampton, Ontario, Canada

Compiled data for filing HST Returns using Microsoft Excel for various clientsCompiled payroll data for employers across industries on weekly basis using QuickbooksAssisted in incorporation procedure of new corporationsPrepared Clients’ Financial Statements for CRA Annual Return FilingAssisted in filing of Annual Returns of multiple clients

Chandigarh Area, India

Reported to the Head of Mission on Financial Reporting, Budget Forecasting and Spending OverviewsOrganized a plethora of Corporate Events to engage with various public & private stakeholders to showcase the UK-India Partnership and achieve commercial objectivesManaged the Budgeting and Logistics with regards to the aforementioned eventsEvaluated incoming investment projects and facilitated their progression through the digital service platform while ensuring accurate record-keepingMaintained up-to-date information within the digital service, ensuring that all relevant data was current and accessible

Chandigarh

Managed Financial operations of the company including transaction processing, preparing reconciliations and tracking gains / losses on the investment portfolio of the companyAssisted the CFO in preparing the Company's Quarterly & Annual Financial Statements and conducted the internal audit of the company’s budget on a monthly frequencySupported the Tax auditor of the company in preparing the Annual Tax Return filings of the company on the basis of Annual Financial StatementsAssisted the CEO & Board of Directors in setting up a subsidiary corporation of Megrisoft in the United Kingdom

Chandigarh

Maintained books of accounts for clients, conducted statutory tax audits, prepared annual tax return filings and annual financial Statements of private & public entitiesDeveloped a Google Drive based Management Information System (MIS) which enhanced the quality of Internal reporting and productivity of Audit Department by 50%Led the accounting team in preparation of documents for new entity registrationsAssisted the CA in preparation of legal representations for clients in civil lawsuitsLed the team to get companies listed on the Nationalized Stock Exchanges in India