Financial Analysis, International Trade, Credit Assessment

VISHAL PURI

E-mail: ************@*****.*** LinkedIn: www.linkedin.com/in/vishal-puri13

Address: Ottawa, ON Mobile: 613-***-****

CAREER PROFILE

A dynamic, self-driven, inquisitive and quick-learning professional with extensive experience in international business, financial services, trade finance, consumer durable industry as well as academia. Richly skilled in international business management, export-import documentation compliance, international marketing, financial modelling and valuation, and data analysis. A proven team leader who works with an entrepreneurial and motivating mindset, and is formally educated in financial, marketing and operational aspects of business management.

HIGHLIGHTS OF QUALIFICATION

Proficient in advanced financial statement analysis, business valuation, strategic pricing, cost-benefit analysis, budgeting, forecasting, as well as portfolio management.

Adept in successfully steering complex regulatory and compliance tasks while maintaining smooth government and banking relations.

Extensive experience in handling insurance documents as an exporter and understands finer nuances of risks involved in international trade.

Resourceful customer service professional in both B2B and B2C environments and have initiated multiple process improvements and cost reduction projects.

Confident in communicating with a wide range of audience and is fluent in English, Punjabi, and Hindi.

Competent in Microsoft Office Suite, Data Analysis and Visualizations using Python and SQL.

EDUCATION

Financial Modelling & Valuation Analyst Certification Aug. 2020 – Oct. 2020

Corporate Finance Institute, Canada

Certified Banking and Credit Analyst Aug. 2020 – Dec. 2020

Corporate Finance Institute, Canada

Postgraduate Diploma in Management – Finance and Marketing Jun. 2008 – Mar. 2010

Institute of Management Technology, Nagpur, India

Bachelor of Commerce Jun. 2004 – May 2007

Guru Nanak Dev University, Amritsar, India

WORK EXPERIENCE

Customer Care Professional – Technical Support Jul. 2020 – Present

Sykes Enterprises Inc., Canada

Customer service and technical support for a telecommunication client.

Effective resolution of customer grievances resulting in customer delight.

Department Manager - Customer Experience Mar. 2020 – Jul. 2020

Walmart, Canada

Team management of 25 full-time and part-time associates.

Effective handling of store’s e-commerce operations which experienced a 400% surge in daily demand due to the COVID-2019 lockdown.

Enriched customers’ shopping experience from the moment of entry to exit with successful management of greeters, merchandise availability, billing and general administration of sales floor.

General Manager (Last held position) Nov. 2014 – Dec. 2019

Hawkins Cookers Limited, Mumbai, India (India’s leading pressure cooker manufacturer)

Successfully orchestrated the granting of a USD 250,000 government export incentive in the form of duty drawback which had been stuck for 3 years by leveraging my deep knowledge of customs requirements and thereby regularised the incentive inflows.

Optimized and reduced freight costs by 8% for the Exports Division with the introduction of a web-based freight aggregator and thereby increased importers’ confidence in company quotations.

Incorporated systematic pricing, budgeting, and operational evaluation of the company’s international business thereby streamlining performance measurement using various metrics and variance analysis.

Efficiently increased the company sales to Australia and New Zealand by 18% within a year of leading the regional sales responsibility.

Empowered senior management with high quality export sales data analysis and reporting which in turn facilitated adopting strategic marketing decisions (e.g. analysis laid foundation for highly successful advertising campaign in the Mauritius market).

Well versed with the export-import regulations and procedures and substantial experience in organizing all logistical and documentation aspects for participation in major international trade fairs (e.g. IHA in Chicago), and air shipments.

Successfully organized inspections under various Free Trade Agreements and/or as per the requirements of importing country from agencies such as Intertek, Bureau Veritas, and Export Inspection Agency.

Effectively liaised with custom houses, authorized dealers and other regulatory authorities which resulted in consistent resolution of disputes involving withheld shipments/documents.

Equity Trader/Advisor May 2013 – Oct. 2014

Self Employed, Ludhiana, India

Advised clients on both aspects of investment, technical trading and long term portfolio management.

Successfully traded Indian equity stocks resulting in increase of wealth by 170%.

Assistant Professor Jul. 2011 – Apr. 2013

LP University, Jalandhar, India (One of the Top 10 private universities in India)

Effectively taught finance to both under-graduate and graduate students.

Empowered students with employability skills thereby increasing the placement record of the department.

Senior Analyst Oct. 2010 – Jul. 2011

Copal Partners Pvt. Ltd., Gurgaon, India

Efficiently valuated companies using relative valuation method and discounted cash flow models in industries like oil and gas, automotive, and healthcare.

Developed basic financial models and worked extensively on existing financial models provided by the client, specifically trading and transaction comparable models.

Benchmarked various operating and financial parameters for sectors like insurance, banking and healthcare.

CERTIFICATIONS

IBM Data Science Specialisation Using Python and SQL from Coursera Nov. 2019

International Trade Finance - CRISIL (S&P’s Credit Rating Company) Jun. 2017

Foreign Exchange & Management India Act, 1999 from Princeton Academy Aug. 2016

Export Import Documentation from Confederation of Indian Industry (CII) Nov. 2016

*References available upon request

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