Finance, business management, analyst, budgeting,Customer Service

Location:

Posted:

September 27, 2023

Resume:

Shalu Rathi, Ph.D.

As a methodical and innovative financial and supply chain specialist. I cultivate a team environment to reach clearly defined goals. I develop strategies and processes that capitalize on the expertise of my team members. I succeed by innovating effective strategies, creating streamlined processes to grow and develop the company based on my knowledge and facilitating communication between management, customers and my team. SKILLS:

Accounting Financial Management Decision Making

Sales & Marketing Supply Chain Management Team Building Team Leadership Inventory Control Information Technology International Business Business Analytics Costing

Financial Analysis Auditing Budgeting

WORK HISTORY:

Financial Analyst August 2021 – Till

now

CannGroup Development Corp.

• Development and preparation of information for the business including inventory management, cost accounting, production planning and capacity planning.

• Preparation of profit and loss models, balance sheets and other management reports, using Microsoft Excel to forecast financial outcomes

• Maintaining confidential financial information, key strategic partner to the technology team, leading them through strategic planning, annual operating budget, and monthly reforecasts.

• Identify and investigate monthly and quarterly variances to budget and forecast, proactively identifying opportunities for improvement and potential risks

• Performing budgeting variance and forecasting analysis for various levels of management.

• Preparing departmental reports for department heads and management.

• Preparing reports and analysis at month and quarter end to communicate financial results to CRA, Health Canada (CTLS Report) and business leadership.

• Participating in cross-functional initiatives and ad-hoc projects to provide financial analysis for decision support.

Supply Chain and Inventory Management Coordinator June 2020 – July 2021

Walmart, Vernon, BC.

• Performed inventory audits.

• Implemented procurement strategies that were both innovative and cost-effective

• Re-evaluated the processes to identify and explore opportunities for cost reductions, cost avoidance and service improvements.

• Prepared and adjusted sourcing documentation including analyzing vendor responses and working with business leaders to evaluate proposals.

• Presented regular reports on savings, benefits, key initiatives, and projects through development of an effective Procurement Management dashboard (KPIs)

• Provided strategic supply chain initiatives that addressed the current and future industry challenges

• Successfully built and maintained long-term relationships with vendors and suppliers in the industry

• Effectively sourced capital, prepare bid summaries and commercial recommendations

• Collaborated with finance and accounting systems to enable 100% visibility across the supply chain to have the ability to scale up or down to react to market and inventory reality.

• Managed a complex supply chain, including overseas suppliers, for increased visibility, more accurate forecasting, and greater profitability

• Brought tighter alignment between planning and execution and assisted with moving the production system from a periodic exercise to a continuous one. Customer Service Representative Dec 2019 – July 2021 Real Canadian Super Store

• Ensured that customer orders were accurate and ready for pick-up.

• Answered customer inquiries.

• Handled POS transactions (debit/credit/cash/gift card)

• Providing exceptional customer service.

• Built superior customer sales experiences by engaging, listening, and understanding the needs of customers and matching their needs with the right product.

• Assisted in the resolution of customer complaints, returns and exchanges. Inventory Coordinator June 2015 – October

2018

Doon University, Dehradun, India

• Monitored and maintained inventory levels; processed purchasing orders as required; tracked orders and investigated problems.

• Recorded purchases, maintained database, performed physical count of inventory, and reconciled actual stock count to computer-generated reports. 2

• Received, unpacked, and delivered goods; re-stocked items as necessary; labeled shelves.

• Processed and/or approved invoices for payment.

• Processed and documented returns as required following established procedures.

• Performed routine clerical duties, including data entry, answering telephones, and assisting customers.

• Lead, guide, and trained staff/student employees, interns, and/or volunteers performing related work; participated in the recruitment of volunteers, as appropriate to the area of operation.

• Performed other miscellaneous job-related duties as assigned. Senior Project Fellow May 2018 - October

2018

International Fund for Agriculture Development (IFAD) agency of United Nation.

• Contributed conceptual research on how to measure and quantify the factors that are more useful for rural people.

• Analyzed data to develop new conceptual frameworks to generate evidence that can influence policy.

• Collected, assembled, and maintained datasets for quantitative peace and conflict research within R software and Microsoft Excel.

• Wrote research reports, briefing memos, and summaries of journal articles, books, blogs, and news articles.

• Organized large datasets; wrote code in SPSS, SMART PLS, AMOS- SEM; presented results of empirical analysis in interesting and easy to understand table and graphical formats, visualized data in interesting and efficient ways.

• Collected and analyzed information from a wide variety of sources; monitor relevant material from conferences and seminars, government and intergovernmental documents, academic journals, institutional databases, relevant society organizations and NGOs.

• Where necessary, wrote grant applications; worked with external clients and consultants.

• Attended national and international conferences and seminars.

• Published research paper in prestigious journal. Lecturer August 2017 – December

2017

School of Management, Doon University, Dehradun

EDUCATION:

Ph.D. in Operations and Supply Chain Management (Inventory and Logistics) from Doon University Dehradun, India

REFERENCES:

Available on request

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