Sr Budget Analyst
Bell Canada
Total years of experience :46 years, 0 Months
Preparing, assisting and training associates in budgeting for client operations.
Analyzing and identifying variances on monthly Financial Reports
Implementing custom FTE reporting for monthly analysis and key metrics.
Compiling high-level reporting for executive personnel along with compiling month-end and cost per call metrics report nationally.
Conducting monthly payroll audits nationally.
Formulating monthly Budget, FTE and Financial Models.
- providing end to end services to investors, HNIs worldwide in sourcing and closing real estate deals
- identifying clientele locally and internationally for real estate
- organizing road shows, displaying various high end properties, locally and internationally
- analyzing the market and areas where success rate is high in closing real estate deals
- strongly believe and display ‘client first policy’, delight customers by providing the best experience that result in referrals
- supervising a team that follows up inquiries, coming out with innovative methods and ideas to close real estate deals successfully
Preparing, assisting and training associates in budgeting for client operations.
Analyzing and identifying variances on monthly Financial Reports
Implementing custom FTE reporting for monthly analysis and key metrics.
Compiling high-level reporting for executive personnel along with compiling month-end and cost per call metrics report nationally.
Conducting monthly payroll audits nationally.
Formulating monthly Budget, FTE and Financial Models.
Highlights
Efficiently planned and initiated innovative “Budget Model” enabling operation to meet all of management’s stipulations including deadlines, financial economies, etc.
Successfully planned and initiated daily fte report nationally for client operations enabling management, workforce and continuous learning to make key decisions.
Actively introduced special “Monthly Financial Report” enabling management for identifying and managing variances.
Built and implemented:
o Budget models saving company millions of $$.
o FTE report resulting in efficiency.
Consolidated budgeting functions under one team resulting in efficiency, accuracy and millions of $$ savings to the company.
Conducted Road Shows Nationally resulting in co-operation between different departments critical for accurate Budgeting.
Assisted and trained Financial Analysts to take more responsibilities and create back ups.
Preparing, assisting and training the Associates in forecasting, budgeting and accounting procedures.
Analyzing and identifying variances / discrepancies on monthly Financial Reports.
Formulating rolling forecasts, sundry financial reports and charts.
Compiling High Level Reporting and conducting Payroll Audits.
Highlights
Planned and initiated innovative “Budget Model” enabling operation to meet all of management’s stipulations including deadlines, financial economies, etc.
Successfully initiated daily reporting system…enabled streamlined and enhanced budget management.
Introduced special “Monthly Financial Report” enabling management to accurately discern the corporate direction and to identify where the operation was lagging.
Efficiently built and implemented:
o Budget Models resulting in substantial savings in $$ and Manpower.
o FTE report resulting in efficiency.
o KBI and Monthly Financial Reports assisted Executive Management in key business decisions
Bagged the recognition for Excellent Customer Service.
Awarded 7 “Perfect Attendance Certificates” & Director’s Award as “Leading Customer Service Associate”.
Actively initiated use of monthly key metric report for all products/call centers
- successfully up-sell all corporate products to new and established clientele
- capably provided financial information/provided various financial options to clientele
- competently handled, processed and resolved customers’ enquiries and grievances
- prepared and updated files, records and sales, performance and budget reports
- overall budget management and forecasting
- maintained and updated statistical reports
- accounts’ management/prepared Trial Balance and Balance Sheet
- corporate forecasting and budget management