Summary
Overview
Work History
Education
Skills
Abilities
Languages
Timeline
Generic

Yacine Djelloul

Montreal,Qc

Summary

Result-driven professional with 5 years of DMS experience in auto industry. Proven ability to analyze situation and produce innovative solutions. Exceptional organizational and communication skills with demonstrated success in leading accounting projects. Expertise includes relationship management, project planning, system analysis, database administration, technical trouble shooting with ability to think outside the box.

Overview

11
11
years of professional experience

Work History

Accounting Implementation Consultant II

CDK GLOBAL
01.2019 - Current
  • Conducting needs assessments with clients to understand their business requirements and challenges
  • Performing data migration from legacy systems to new platforms, ensuring data integrity and accuracy
  • Designing and configuring solutions within the software platform to meet the specific needs of the client
  • Developing project plans that outline the implementation process, timelines, and milestones
  • Leading cross-functional teams through the implementation process, ensuring effective communication and collaboration
  • Providing training and support to client users to ensure successful adoption of the new system or process
  • Customizing user interfaces and workflows to enhance user experience and productivity
  • Testing configured solutions for functionality, performance, and reliability
  • Documenting the implementation process and creating user manuals or help guides
  • Managing client expectations and addressing any issues or concerns that arise during the implementation
  • Collaborating with sales teams to support pre-sales activities such as product demonstrations or proof of concept
  • Providing post-implementation support and conducting follow-up assessments to ensure long-term success.

Financial advisor

National Bank
01.2018 - 01.2019
  • Developed comprehensive financial plans for clients, including budgeting, retirement planning, and investment strategies
  • Managed a portfolio of clients, providing guidance and support to ensure their financial goals were met
  • Advised clients on financial decisions, including insurance, investments, and tax strategies
  • Analyzed market trends and adjusted portfolios accordingly to ensure optimal returns for clients.

Compliance Audit Associate

Td Canada Trust
07.2017 - 11.2019
  • Collects, analyzes, and summarizes internal records, reports, procedures, and other relevant documentation to identify compliance issues.
  • Prepares various reports to showcase audit findings, failed processes, corrective actions, progress, and re-validations.
  • Documents audit findings, including deviates from policies or regulations.
  • Collaborates with cross-functional teams to effectively implement corrective actions and remediation plans.
  • Conducts follow-up audits to monitor progress of corrective actions and recommendations for improvement.

Customer Service Representative

Td Canada Trust
08.2015 - 11.2018
  • Provide prompt, courteous and efficient service that exceeds customer expectations
  • Recognize and successfully leverage opportunities to meet monthly sales goals
  • Further expand clients' business through cross-selling/value-add opportunities
  • Contribute to effective cost and risk control through productivity and adherence to corporate processes and controls achieve departmental targets through recommendations of appropriate products and services.

Inventory clerk/Accounting technician

Laptotek inc
04.2013 - 05.2015
  • Monitored inventory goods for quality, quantity, and logistics compliance
  • Documented inventory to ensure alignment of units and costs
  • Prepare cash flow
  • Analyze and track accounts receivable / payable
  • Perform data entry, billing and petty cash, sorting and distributing mail, filing and archiving
  • Perform bank reconciliations
  • GST / QST preparation and return.

Education

Bachelor’s Degree in economics -

University of Montreal
12.2018

Skills

  • Training delivery
  • Software Implementation
  • Analytical Thinking
  • Virtual and Cloud Technologies
  • Data Migration
  • Problem-Solving

Abilities

  • Bureautic: Excel, PowerPoint, Outlook, Acomba, Sage comptable, SalesForce, SAP
  • Operating systems: Windows, Linux, IOS
  • Other projects; I fulfilled a mandate as the resource employee for all the questions and technical issues related to the new launching of the CRM SAP application at National Bank's call center. This experience allowed me to become familiar with its use, its configuration, as well as its main deployment technique in order to become comfortable helping my peers with its usage.

Languages

English
Full Professional
French
Full Professional
Spanish
Limited Working

Timeline

Accounting Implementation Consultant II

CDK GLOBAL
01.2019 - Current

Financial advisor

National Bank
01.2018 - 01.2019

Compliance Audit Associate

Td Canada Trust
07.2017 - 11.2019

Customer Service Representative

Td Canada Trust
08.2015 - 11.2018

Inventory clerk/Accounting technician

Laptotek inc
04.2013 - 05.2015

Bachelor’s Degree in economics -

University of Montreal

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Yacine Djelloul