Post Job Free

Resume

Sign in

Analysis, budgeting, forecasting, financial planning

Location:
Toronto, ON, Canada
Posted:
June 03, 2015

Contact this candidate

Resume:

RAHIM LALANI

****-** ******* ******* ********, Toronto, ON, M3C 3H9

647-***-**** . acp07f@r.postjobfree.com

PROFILE

. Graduated in Financial Planning, certified by Canadian Securities

Course (CSC), working towards certified financial planner (CFP) and

other accounting designation.

. Valuable experience of Junior Accountant, Junior Financial Analyst and

customer service where accomplished success in accounts receivable,

accounts payable, financial forecasting and budgeting.

. Experienced in processing full cycle account and preparing financial

forecasting models, financial reports, financial statement,

reconciliations and tax filling.

. Prepared ad hoc financial analysis and market value reports as

required by the Manager.

. Expert in working with Microsoft Office tools namely MS Excel, MS

Access and MS Word - (Macro creation, Vlookup, Pivot tables, VBA,

Logical functions etc.)

. Fluent in five languages to provide customer service to diverse

multicultural clients

EXPERIENCE

Junior Accountant

May 2014 - Present PGA Associates

Toronto, Canada

. Prepared expense reports auditing and entered into QuickBooks.

. Performed account analysis and reconciliation, such as bank statements

and Intercompany general ledger accounts.

. Examined accounting records and other report to assess accuracy,

completeness and conformance procedural standards.

. Developed and maintained budgets and prepared periodic reports that

compared budgeted costs to actual costs

. Analyzed business operations, trends, costs, revenues, financial

commitments, and obligations to project future revenues and expenses

to provide advice.

Junior Financial Analyst

Feb 2011 - May 2013

Deepak Trading Company

Warangal, India

. Contributed to 12% growth trend by developing strategic

recommendations for management regarding long-range planning

. Established new forecasting tracking and capital management reporting

system to improve availability and accuracy of financial data,

triggering 15% increase in accuracy.

. Analyzed financial information to produce forecasting pertaining to

business, industry and economic conditions for using in decision-

making for investments

. Interpreted data affecting investment programs such as price, yield,

stability and future trends in investment risks and economic

influences

. Developed, implemented and used tools for managing and analyzing

financial portfolios

. Conducted financing, comparative and pro forma analysis.

. Assessed financial performance, developed cash flows, debt strategies,

and assisted in preparing budgets.

. Prepared company, industry and economic outlooks, analytical reports,

briefing notes and correspondence

Customer Service Representative

Aug 2010 - Jan 2011 Deepak Trading Company

Warangal, India

Key Accomplishments:

. Resolved an average of 150 inquiries in any given week and

consistently met performance benchmarks in all areas of sales and

service (speed, accuracy, volume).

. Solved customer complaints by identifying problems and taking

appropriate corrective action - Resulted in 50% increase in

department's efficiency

. Earned 100% marks in all categories including communication skills,

listening skills, and politeness, which was self-motivating.

. Customer satisfaction rating of 90%

. Experienced in handling cash, and operating cash registers and point

of sale machines to process monetary transaction

. Exhibited company's values of trust, team work, and accountability

Personal Traits:

. Proven networking and client acquisition skills

. Excellent team player, highly organized, very ambitious and detail

result oriented

. Demonstrates a strong code of ethics while adhering to and protecting

client privacy

. Courteous, Empathetic and skillful at conveying information and ideas

concisely for correcting issue promptly

. Adaptable with new environments and quick Learner

. Effective oral and written communication with strong Interpersonal

skills

. Multi tasking and posses the ability to work in a fast-paced team

environment

CERTIFICATIONS

. Certified Financial Planner

Sep 2013 - Present

. Canadian Securities Course

Apr 2014

EDUCATION

. Post Graduate Diploma in Financial Planning

Sep 2013 - Apr 2014

Centennial College

. Master of Business Administration (Finance)

Oct 2010 - May 2012

Kakatiya University

. Bachelors in Commerce

Apr 2007 - May 2010

Kakatiya University

SOFTWARE SKILLS

. Good working skills in all Ms office tools such as MS Outlook, MS

Access, and MS PowerPoint

. Working knowledge of Windows operating system and Mac systems



Contact this candidate