SHARAYU KARKERA
San Francisco,CA
Summary
Client-focused finance and administrative expert with over 5 years of experience in financial services, client account management, and regulatory compliance. Experienced in pipeline and relationship management, with a focus on business relationships, and providing efficient client service. Demonstrated ability to collaborate with various stakeholders, address complex situations, and contribute to business objectives.
Overview
7
7
years of professional experience
Work History
Estate Administrator
David Sklar & Associates Inc.
Toronto, Canada
09.2022 - 09.2024
- Supervised the full client file lifecycle, from intake through submission, for a portfolio of over 100 individual and small business client accounts, ensuring strict compliance with regulatory requirements and Know Your Client (KYC) protocols.
- Served as the primary liaison and key contact for problem escalation and resolution across finance, legal, and client teams.
- Conducted financial analysis to deliver sound solutions to clients, and provided insight on various financial products and systems, which led to a 15% improvement in client satisfaction.
- Optimized scheduling and workflow processes, reducing document turnaround time by 20%, and contributing to improved client satisfaction.
Operations Administrative Assistant
Hammerschlag & Joffe Inc.
Toronto, Canada
07.2021 - 09.2022
- Managed executive calendars and organized complex internal/external client meetings, presentations, and travel logistics for VP and Director-level executives, resulting in a 15% improvement in efficiency and cost tracking.
- Built and maintained relationships with vendors and engineering teams to enhance pipeline management and facilitate seamless cross-functional alignment.
- Managed office operations, including new hire onboarding and technical equipment invoicing, ensuring a smooth and professional workflow for all operational teams.
Insolvency Administrator
TPH Insolvency Inc.
Toronto, Canada
04.2019 - 05.2021
- Collaborated with In-house counsel to analyze creditor negotiations and provide strategic client solutions advisory by recommending insolvency options, boosting file recovery rates by 20%.
- Ensured operational excellence and deadline adherence for over 30 cases weekly by preparing presentations and coordinating meetings for director-level executives.
- Assisted in the implementation of client cash transactions, and partnered with Credit Admin to manage credit documentation for accounts.
Sales Associate
Rogers Uptown Communications
Toronto, Canada
04.2017 - 04.2018
- Maintained high-quality client support by proactively managing over 250 customer accounts and staying updated on telecom regulations.
- Exceeded monthly targets by 25% through proactive client engagement and relationship-building, resulting in a 15% increase in customer satisfaction.
Education
Google certification - Project Management (PMP)
Google
11-2025
Post-Graduate Certificate - Global Business Management
Centennial College
Toronto, CanadaBachelor of Engineering - Environmental Engineering
Adichunchunagiri Institute of Technology
Karnataka, IndiaSkills
- Client relations and stakeholder management
- Business development
- Administrative services and calendar management
- Strategic problem solving
- Critical thinking
- Cross-functional collaboration
- Vendor relations and issue management
- Written and oral communication
- Google Workspace proficiency
- Microsoft Office Suite expertise
- Collaboration tools: Slack, Teams, Zoom
- Adobe and Salesforce proficiency
Languages
English
Full Professional
Hindi
Native/ Bilingual
Timeline
Estate Administrator
David Sklar & Associates Inc.
09.2022 - 09.2024
Operations Administrative Assistant
Hammerschlag & Joffe Inc.
07.2021 - 09.2022
Insolvency Administrator
TPH Insolvency Inc.
04.2019 - 05.2021
Sales Associate
Rogers Uptown Communications
04.2017 - 04.2018
Google certification - Project Management (PMP)
Google
Post-Graduate Certificate - Global Business Management
Centennial College
Bachelor of Engineering - Environmental Engineering
Adichunchunagiri Institute of Technology
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