Netsuite
Shamwari Gambe
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Analyst – Corporate Finance
Questrade Inc
09.2020 - 03.2023
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
- Supported executive decision-making by providing data-driven insights on revenue trends and cost drivers.
- Used Netsuite and Quickbooks to generate reports and recommended courses of action to upper management.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
- Determined pricing, margins and risk factors for active and proposed projects.
- Assisted in preparation of presentations, data tables and other documents for management
Administrator, Account Transfers & Cost Basis Reporting
Questrade Inc
12.2019 - 09.2020
- Efficiently processed account transfers into Questrade
- Worked collaboratively with internal staff and external third parties to effectively resolve issues
- Regularly followed up and thoroughly reconciled all account transfers
- Successfully ensured regular communication with team leads/ supervisors/ managers to inform them of developments
- Professionally used of field phone and email inquiries related to account transfers
- Maintained a confidential and secure environment for clients' sensitive information.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
Assistant Accountant – Corporate Finance
Netone Cellular
03.2015 - 07.2018
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Reviewed general ledger entries and assessed accuracy.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Assisted with timely month-end closing procedures, resulting in accurate financial reporting.
- Processed payroll by validating work hours and attendance of employees.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Monitored bank account activity regularly, identifying potential errors or fraudulent transactions for swift resolution.
- Reduced invoice processing time with efficient data entry and verification of accounts payable transactions.
- Assisted in the implementation of new accounting software, leading to more efficient workflows and reduced manual input errors.
Education
Postgraduate Certificate in Financial Planning and Wealth Management -
Lambton College
Toronto, ON05.2020
Bachelor of Commerce, Accounting Major -
Saint Mary's University
Halifax, NS05.2013
Skills
- Microsoft Excel
- Problem-Solving
- Variance Analysis
- Excellent attention to detail
- Flexible team player
- Budget support
- Superior time management
- Financial Modeling
- Stakeholder Communication
- Account Reconciliation
- Analyzing performance
- Financial Modelling
Certificates Training Professional Development
Association of Certified Chartered Accountants
Certification
- Currently pursuing CPA designation
- Association of Certified Charted Accountants
Software
Quickbooks
SQL
PowerBI
Timeline
Financial Analyst – Corporate Finance
Questrade Inc
09.2020 - 03.2023
Administrator, Account Transfers & Cost Basis Reporting
Questrade Inc
12.2019 - 09.2020
Assistant Accountant – Corporate Finance
Netone Cellular
03.2015 - 07.2018
Postgraduate Certificate in Financial Planning and Wealth Management -
Lambton College
Bachelor of Commerce, Accounting Major -
Saint Mary's University
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