Financial Planning Reporting

MRUDHULA MARIA BENNY

Email: ****************@*****.***

Address: **** ******** **, *********, **, N3H 3G3

Contact no.: +1-226-***-****

OBJECTIVE

To work in a progressive organization that incorporates varied spectrums of work and diversity, which endows consistency and expertise in professional as well as social spheres, enabling collective excellence and technical growth and welcoming new ideas and concepts to enhance the overall growth of the individual and the organization.

EDUCATIONAL QUALIFICATIONS

Post Graduate Diploma Program 2022 – 2024

Conestoga College – Financial Planning Services Post Graduate Diploma Program 2023 Sept – 2024 April

* Mastered financial planning principles, client assessment, and goal setting. * Developed skills in preparing and analyzing financial plans. * Enhanced understanding of accounting principles and financial reporting. * Managed financial transactions and prepared accurate financial statements. * Studied investment strategies, risk management, and retirement planning. * Gained knowledge in tax planning and compliance. * Built proficiency in client communication and relationship management. * Developed entrepreneurial skills for business opportunities in financial planning. * Utilized financial planning software for comprehensive plans. * Applied knowledge

through real-world case studies and projects.

Conestoga College – Global Business Management Post Graduate Diploma Program 2022 Sept – 2023 Aug

* Mastered international business practices, global strategies, and cross-cultural communication. * Developed expertise in data analysis and project management. * Gained insights into HR management, employee relations, and HR analytics. * Studied supply chain management, logistics, and trade regulation. * Learned to create marketing strategies for international markets. * Built proficiency in business analytics tools and software. * Gained a strong foundation in accounting principles, including financial reporting and compliance.* Applied accounting practices in financial statement preparation and transaction management.

Bachelor’s degree (3 yrs.) (Bachelor in Commerce) 2017-2020

St. Aloysius College, Mangalore, (Affiliated to Mangalore University) Karnataka, India

Specialized in Accounting and Finance

* Specialized in financial reporting, auditing, and compliance. * Expertise in cost accounting, financial management, and corporate finance. * Studied IFRS, taxation, and investment analysis. * Skilled in using accounting software for analysis and reporting.

* Applied knowledge through projects and case studies.

HIGHER SECONDARY 2016 – Commerce Stream

St. Mary’s Convent School, Alakode (CBSE) 91.6%

WORK EXPERIENCE (In India)

Audit & Assurance Associate at Ernst & Young (EY) in Banking and Capital Market (BCM) sector for 2 yrs. 2019 October - 2022 October (Promoted as Advanced Audit & Assurance Associate in my 2nd year)

Conducted auditing and tests of controls for onshore banks and various organizations.

Audited financial statements annually and quarterly, ensuring accuracy and compliance with minimal supervision.

Performed thorough analysis of financial statements and prepared detailed reports and graphical presentations

Supported planning, execution, and delivery of assurance engagements and prepared audit work papers.

Collaborated effectively as a team member and interacted with clients to provide exceptional advisory services.

Assisted in preparing reports and completed audit processes for higher-risk areas.

Analyzed financial statement data to identify trends and discrepancies.

Built and maintained productive relationships with client personnel to facilitate audit processes.

Provided training to new staff and reviewed their work. Recommended suggestions for improvement.

Received Spot awards and User Recognition awards for my work at EY specifically for my major client from Germany.

Worked as a part-time Customer Service Representative, Office Administrator & Accountant at BSNL for 3 yrs.

2017 August – 2020 January

Customer Service Representative: (3 months)

Assisted customers with product and service inquiries, providing detailed information.

Resolved customer issues and complaints promptly and efficiently.

Guided customers through troubleshooting technical issues related to BSNL services.

Managed customer accounts, updating information and processing requests.

Office Administrator: (3 months)

Managed office tasks such as scheduling, filing, and maintaining records.

Coordinated with different departments to ensure smooth operations and effective communication.

Organized meetings, prepared agendas, and documented minutes.

Handled correspondence, both internal and external, ensuring timely responses.

Accountant: (2.5 years)

Processed invoices, tracked expenses, and maintained financial records.

Prepared financial reports and summaries for management review.

Assisted in budget preparation and monitored financial transactions.

Ensured compliance with financial regulations and company policies.

WORK EXPERIENCE (In Canada)

Worked at Ferrero Chocolate factory at Brantford from Sept 2022 to Dec 2023 as part-time General Labourer.

Currently working as Inventory Associate at Adidas, Brantford, since June 2024.

SKILLS

Ability to work under pressure.

Decision-making and good communication skills.

Time Management and self-motivation.

Strong attention to detail and high-level integrity.

Good knowledge and work experience in Microsoft Word, Access Excel, PowerPoint, Outlook, PowerBI etc.

Expert in using pivot tables, Lookup formats, and other Excel data formulas and formats.

Good knowledge of ERP systems and QuickBooks.

Efficient in Providing office administrative service.

Experience in analyzing reports and interpreting results and efficient full-cycle account preparation.

Good knowledge of IFRS and GAAP accounting standards.

Knowledge of Business Analysis and hands-on experience in tools like PowerBI, SQL, and VBA

Expertise in Preparing Journal entries, Cash Flow statements, posting ledgers, and Account Reconciliations.

Knowledge and experience using Navi Plan software for multiple projects.

Good knowledge of Accounts payables and receivables.

CERTIFICATIONS

ACCA F1 – F6

Pursing Canadian Securities Course (CSC)

( Willing to obtain CPA / CIA certification as per employment requirements)

AVAILABILITY – Full time (Work Permit) { Willing to relocate }

LANGUAGES

English – Fluent

Malayalam – Native

Tamil - Intermediate

Hindi – Intermediate

DECLARATION

I hereby declare that the above-furnished information is true to my knowledge and belief.

Mrudhula

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