437-***-**** • email@example.com
• 90, Sandmere avenue, Brampton, ON, L6Z 3Z9
A competent professional with approximately 6 years of experience in managing gamut of functions pertaining to dividend qualitative research, Data entry with high accuracy, Financial statements analysis, forecasting, dividend distribution or reinvestment, corporate actions and US taxation etc.
•Worked with IHS Markit as Senior Operations Analyst starting May 2016 to January 2019 in Equities – Dividend team.
•Financial analysis of companies related to various sectors like Auto, Public sector units, Real estate, financial services etc. to evaluate the company’s growth, historical and Industry trends to forecast its dividend amount and key dates for future.
•Data Entry: Responsible for updating and maintaining the database up to date for real time information with high accuracy and speed.
•Customer services: Helping the clients with daily queries through phone and email.
•Experience in data integration and modelling.
•Worked as a Tax Consultant II in Deloitte Tax LLP starting February 2014 to April 2016.
•Focused on providing Individual and Business US tax return compliance process services, including projections, tax accounting, and related income tax compliance research for U.S. federal, state, and international tax matters.
•Excel in written, verbal and interpersonal communication skills to connect professionally with teams and clients globally.
•Also have experience of working with Fidelity Worldwide Investments as Customer service Associate from May 2013 to January 2014 under Banking, Reconciliation and controls- Distributions.
Senior Research Analyst - Equities, Dividend Forecasting
May 2016 – January 2019
•Forecasting of dividends with discrete amounts and precise critical dates with Research notes (ex-date, record date & pay date) up to 4 years, using varied Analytical measure like: company fundamentals, analysing financial statements, peer groups, historical patterns, distribution policies, Industry trends, etc.
•Generate reports on daily basis for balancing and reconciling purposes.
•Daily monitoring of news and updates related to dividends/distributions, financial changes, changes in trade settlements, extra payments of dividends, corporate actions etc. with an eye for accurate dividend forecasting and for maintaining each company’s database to provide real time information to clients.
•Data entry and maintenance: Reviewing, analysing and inputting of relevant information from press releases and financial reports from the companies into the database.
•Worked as a liaison between different teams globally to keep everyone coordinated and smooth flow of tasks.
•Recommended changes to enhance the operational efficiencies and reduce manual hours.
•Direct client Interaction – respond to the client’s various queries through phone or email.
•Demonstrate superior written and verbal communication skills and interacts professionally across business units within and outside the company.
•Create and generate weekly and monthly reports to give clients the updated information’s and changes in forecasted data.
Tax Consultant II Tax consultant I
Sep 2015 – April 2016 Feb 2014 - Sep 2015
Deloitte Tax LLP
•Responsible for preparing and filing Federal and State tax returns and Schedule K-1’s for various US based Investment firms.
•Responsible for inputting the correct information to tax forms through various reports.
•Responsible for maintaining the data on client to client basis with full ownership on tasks assigned.
•Analysis of Balance sheet, Trial balances reports and preparation of engagement letter and tax reporting packages.
•Detailed review of various financial reports like FX, Holdings, dividends with the help of excel using different formulas like Vlookup, If, Pivot table, sorting, macros etc for computation of Income and expenses.
•Owns strong accounting knowledge, critical thinking and analytical skills.
•Worked in Virtual teams with US team managers & directors: independently or as a part of team depending on different clients and projects.
•Experience of working in long hours, prioritizing work with strict deadlines and handling high pressure environments to complete multiple tasks and ensure filing of returns without any breaches.
Associate – Dividend distribution
May 2013 – January 2014
Fidelity Worldwide Investments
•Calculating and processing of accurate dividend amounts and timely payment of dividends to Onshore, Offshore and FNW clients.
•Calculation of dividends through software by correctly inputting the data and reviewing it.
•Money movement across client and settlement bank accounts to address any shortfall/surpluses and avoid potential breaches.
•Have experience in Data entry and data Maintenance.
•Taking care of escalations, client’s queries and monitoring of the departmental mailboxes with timely action on the emails received.
•Maintaining up to date procedures of the work processes and keeping records of all processing statistics.
PGDM – Finance and Marketing Jun 2011 - Jun 2013
Jagan Institute of management studies • New Delhi, India
PGDM - Equivalent to master’s degree in Business Administration in Canada.
B. Com (honours) - Business Finance and accounting Jun 2008 - May 2011
Panjab University • Chandigarh, India
B. Com (Hons) is equivalent to four years of bachelor’s degree in Canada.
*WES reference Number - 3251699
•Financial Analysis and Accounting
•Direct client Interaction/ customer services
•Excel: VLOOKUP, Pivot, macros etc
•Banking & reconciliation
•US taxation - Forms
Management Internship: Indiabulls Financial services Limited.
•Analysed Indiabulls Market position as a financial firm compared to other competitors in Financial services Sector by using different ratios and comparing financial statements collected through publicly available sources.
Awards and Honours
•Star Award for the quarter from March 2018 to May 2018 at IHS Markit.
•Two Spot Awards for exceptional work and enhancement in process leading to less manual hours in IHS market.
Date: 26 February 2019