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Financial Analyst Sales

Cambridge, NS, Canada
August 24, 2020

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Khurram Naeem

*** ***** ****** **. *********, ON N1T 2G4


Innovative finance specialist & accounting professional who inspires teams to achieve the impossible

Financial & Business Solutions – Financial Reporting – Full Cycle Accounting – Strategic Pricing – Costing


inance professional with proven track record of achieving business objectives in CPG and Manufacturing markets, highly accomplished and solutions-driven with extensive theoretical and hands-on, progressive experience in advanced accounting and finance. Specialized in strategizing plans, identifying initiatives, and facilitating action-driven plans to support financial growth and objectives. Inspirational leader with a proven ability to anticipate problems, offer solutions, develop strategies and address issues. Excellent knowledge of Accounting Standards for Private Entities (ASPE), IFRS, business analytics and financial modeling in the Manufacturing, Banking, and Power industries. Commands dynamic communication skills, and a strong track record in reorganizing, streamlining, and strengthening financial operations leading to improved business performance in conjunction with maximization of profitability. Hands on experience in ERP implementation. Core Strengths:

Profit & Loss Management

Financial Reporting, Compliance

Performance Management

Account Reconciliations, Internal Controls

Financial Analysis & Presentation

Financial Management & Forecasting

Variance Analysis

Risk Management

Process Improvements

Technical Proficiencies Include: MS Office Suite (MS PowerPoint, MS Excel, MS Word)

ACCPAC, QuickBooks, Sun Systems, Oracle


Strategic and Analytical Finance Professional who increases productivity through consistent detailed analyses and consistently meets deadlines.

Effective communication and presentation skills to communicate with wide range of audience and support business operations.

Expert capacity to identify potential risks and opportunities to improve policies, procedures, reporting and systems in order to strengthen risk oversight.


Financial Analyst /Backerhaus Veit Ltd., Mississauga, ON 2015-2019

Backerhaus Veit Ltd is a medium sized private Ltd Company. The company is a leading producer of Artisan, European-Style breads, Rolls, Buns and Soft Pretzels for top tier retail and food service customers across Canada & USA. Reporting to CFO, handled all aspects of financial planning and analysis; generated annual budget and quarterly forecasts in close coordination with stakeholders. Provided strategic insight analysis to support business decisions and operations.

Prepared and controlled financial statements and related financial reports, completed the month end process through monthly reconciliations of Inter Company and other key accounts and passing of necessary accounting entries; conducted monthly cost, pricing and profitability analyses, assisted in preparation and analysis of annual budget and quarterly forecasts.

Presented financial and operational analyses of key statistics at Senior Management meetings, including sales, Operations, and SG&A with complete root cause analyses of variance with budget.

Developed KPIs to track plant performance and initiated the monthly operations review meetings with production department.

Prepared monthly sales analysis by customer, by region, by SKU and product family for the senior management.

Led strategic conversations with the Sales Team and Sales Management to provide creative pricing proposals to win new business and secure competitive contract renewals.

Supported product development team by reviewing and ensuring accuracy of product costing for new and revised products.

Conducted periodic inventory counts of raw materials, packing materials, WIP and finished goods to identified slow moving and obsolete SKU’s as well as inventory variances

Optimized internal control systems throughout the Company by identifying and implementing areas for improvement of both financial and operational controls, including introducing new accounting policies and procedures.

Assisted with External Audits through preparation of detailed supporting schedules and documents for External Auditors.

Khurram Naeem– PAGE 1

Senior Financial Analyst / Protostar Logistics Inc., Mississauga, ON 2014-2015

Recruited to assist Senior Management in their decision- making process on prospective new projects. Analyzed financial information to determine profitability of project. Provided strategic recommendations and developed plans and procedures to ensure efficient use of resource.

Successfully reduced the tax burden of the company through effective tax planning.

Liaised with operations, sales and A&R departments to develop quarterly and yearly budgets for Senior Management.

Identified and explained variances between actual and forecast P&L through analysis – communicated analyses of key statistics in Senior Management meetings including truck wise revenue and direct costs to track monthly performance.

Provided direction to finance staff; generated monthly reporting package, including preparation of journal entries, review of entries prepared by junior staff, financial statements, and analyzed monthly results (actual vs. budget).

Convinced management to add refrigerated trailers to fleet in addition to existing flatbed line of business by extensive data analysis

Assisted management in decision making for acquisition of trucks by preparing lease vs. buy option analysis

Senior Financial Analyst / Roman Building Materials Ltd., Markham, ON 2013-2014

Recruited to generate and distribute various KPI and profitability reports, identifying trends and making recommendations as necessary to drive sales on a product by product basis.

Maintained information databases from multiple sources and departments to assist in the development of annual budgets.

Assisted in identifying opportunities for improvement by meeting with business partners to review processes and methodologies used, and to ensure that all expenses, risks, and opportunities were identified, acted upon, and/or corrected.

Prepared annual budget, financial forecasts, reported variances, and prepared regulatory reporting.

Generated month end P&L journal entries, and analyzed monthly accruals in accordance with corporate guidelines to submit monthly financial results to directors

Senior Accountant / City Schools Pvt. Ltd., Pakistan 2012-2013

Handled managerial accounting, and financial activities. Developed internal control system, recommended areas for improvement both financial and operational activities. Established new accounting policies and procedures

Managed all accounting and tax matters, including AP, AR, fixed assets, GL, payroll, and loans.

Lead all month end closing procedures including account reconciliations, analyses and verification of financial transactions.

Prepared and presented monthly and yearly financial statements, related financial reports and KPI analyses to Senior Management.

Served as a key member of the leadership team.

Developed and deployed multiple cost-savings initiatives including re negotiating the working capital lines and term finance loans with Banks resulting in savings of $ 50,000.

Revised the procurement policy which resulted in better payment terms and efficient procurement.


Senior Finance Manager / Azgard Nine Ltd., Pakistan


Volunteer / AMJC Inc., Vaughan, ON-Accounts Executive


Softron Tax, Ontario Canada

Corporate and Business Tax

Khurram Naeem – PAGE 2


Reduced month reporting period from 5 to 2 days through automation of various month end procedures. Implemented web portal for supplier invoices, which considerably reduced manual data entry time. Enhanced product costing methodologies resulting in improved market competitiveness, margins and profitability of 5%


Chartered Professional Accountant, Ontario (CFE writer for 2021)

Chartered Accountant, Institute of Chartered Accountants of Pakistan

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