Vik Jheeta, Mba, Cpa (Cma) Email & Phone Number

Ayr, Ontario, Canada

Proud to be part of the DriverCheck family and leadership team responsible for accounting operations; supporting the building of a healthy and safer world.

Kitchener, Ontario, Canada

Carizon is a multi-service community organization committed to improving the future of individuals and families through supportive, therapeutic and preventative programs. I am proud to support Carizon as their Controller, responsible for financial management, accounting operations, and fiscal responsibility.

Waterloo

Accountable for the management of University of Waterloo's Mechanical and Mechatronics Engineering (MME) departments financial operations with key accounting and analytical support responsibilities including administration and oversight of financial activity in all funds, long and short term financial planning, as well as leading financial coordinators and supporting UW MME faculty.

Waterloo, Ontario, Canada

As the Assistant Controller, managed treasury and month end deliverables including the production and delivery of all financial statements (P&L, Opex, & Rolling Forecast), monthly sales revenue forecasting, and supporting the Controller in day to day operations. Additionally through partnering with business managers, provided financial support and recommendations as it related to Revenue and Opex forecasts and all inquiries related to expenses.

Waterloo, Ontario, Canada

Managed Fees and Billing team ensuring clients were setup to be billed correctly and managed the calculations for of all non-standard billing arrangements.Enhanced team cohesion and morale through the establishment of strong working relationships, and providing forward direction resulting in increased engagement and productivity.Assisted with the development of reporting metrics and KPI’s for facilitating resource planning and workflow decision making.

Waterloo, Ontario, Canada

Accountable for month end reporting and completing budget/forecasting planning.Developed new reporting models for FTE and expense/forecasting resulting in a greater allocation of divisional resources and budget dollars, as well as the streamlined month end processes which significantly increased month end completion time allowing greater time for analysis.Consulted as the ‘go to subject matter expert’ for all items related to expense management which enhanced the working relationships between finance and the functional business areas.

Waterloo, Ontario, Canada

Completing month end FTE and expense reporting for the Group Benefits division as well as being the finance expense lead for Group Disability and Group Underwriting and Client Services divisions.Major accomplishments within this role include budget forecasting and planning with a $100M expense target, as well as improving month end tools for increased efficiency.

Kitchener, Canada Area

Responsibilities for this role involved pricing Group Pension products and reviewing profitability on inforce accounts. Accomplishments within this role include the development of two financial modeling tools for pricing, and leading two initiatives aimed at improving customer retention and profitability on poor performing accounts. Experience pricing and activity based costing accounts with $200M AUM with experience presenting pricing analysis to executive personnel.

Waterloo, Ontario

Primary objectives of this role included the pricing and risk assessment of group life and living benefits (health, dental, and disability) for fully insured, ASO, and refund/retention groups. This experience has provided me with a solid foundation in underwriting risk management through pricing for risk, and has sharpened my understanding of the costs associated with group benefits.

Cma

Cma/Mba, Accounting

Activities and Societies: Aspen case competition Completed a directed study in Management Controls under supervision of WLU's Director.

Master Of Business Administration - Mba, Accounting And Finance

Master Of Business Administration - Mba, Accounting And Finance

Ba

Master Of Business Administration - Mba, Accounting And Finance