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Work Background
ScotiabankFinance Transformation & Automation Specialist
May. 2024Toronto, Ontario, CanadaSpearheaded enterprise-scale automation initiatives to transform financial operations, directly supporting C-suite strategic objectives through technical innovation and process re-engineering. Key Achievements
✓ Inter-Company Settlement Overhaul: Redesigned legacy process in 3 months using AI-assisted analysis, achieving:
- 50% FTE reduction (4 → 2 FTEs) while increasing accuracy to 92%
- 35% faster cycle times through VBA macro integration for repetitive tasks
- Reduced the cost of managing annual settlements of ~$125 million by increasing efficiency and accuracy
- Built 14 custom macros using AI prompt engineering, automating 85% of reconciliation tasks ✓ Executive Visibility Tools:
- Created real-time Power BI dashboards tracking 12 KPIs across the GPO team
- Reduced leadership reporting prep time by 65% through automated data aggregation
Zenith Ascent Ventures Inc.Director
Jan. 2024Toronto, Ontario, Canada
Carly Rian Group (CRG)Senior Management Consultant
Aug. 2022 - Oct. 2023TorontoCarly Rian Group (CRG) is a management consulting firm that specializes in solving business problems driven by cost, quality and time. We believe working with clients is a privilege and that our equity lies in our ability to be trusted. Our team is relentless, truly passionate about what we do and offer. We are problem solvers who consistently deliver defendable results. Our clients miss us when we’re gone, but they know they can rely on CRG to help solve their next challenge. Earning an invitation back is how we measure success.
EYSenior Consultant
Mar. 2022 - Aug. 2022Toronto, Ontario, Canada
Snowcrest ConsultingCo-founder and Partner
Apr. 2020We at Snowcrest Consulting partner with you to deliver tailor-made practical solutions for all your finance and accounting needs. Our team comes from a rich experience of supporting numerous clients including Big companies, SMEs and Start-ups across the finance spectrum in various sectors and geographies. For all your finance and accounting needs, you can count on us for delivering on point. Always.
EYConsultant Performance Improvement (Management Consultant)
Jan. 2019 - Mar. 2020India- Built and led the team on a cross-country process transition of a cloud based financial tool and developed a scalable COE vertical for a large US head-quartered private conglomerate
- Led a project of transitioning the inter-company reconciliation process to a cloud based platform with estimated savings of more than 30 FTEs and 12 days for financial book closing
- Undertook analysis of the financial close process of a large India head-quartered steel manufacturing company and identified opportunities to shorten the financial close process
EYSenior Consultant (International Taxation & Transfer Pricing)
Sep. 2017 - Jan. 2019India- Part of the strategy team and representation team for defending one of the high stake tax litigation cases that aimed at saving tax cash outflow to the extent of $75 million
- Undertook IP structuring and benchmarking of a high value royalty transaction of 15% on sales to prepare a strong defence for the client before tax authorities
- Provided high level advisory services, from an Indian tax perspective, for global deals concerning sale of major brands as well as deals concerning sale of businesses
- Engaged in business development, deep mining to identify additional work prospects and prepared customized pitch presentations where I played a critical role in winning projects ranging from $15K to $30K
EYConsultant (International Taxation & Transfer Pricing)
Sep. 2015 - Sep. 2017India- Prepared business case studies to be presented before the tax authorities for substantiating the change in business model of a US based MNC
- Assisted in strategizing a high-end tax saving application, conducting meetings and interviews for several MNCs
- Co-ordinated and assisted the tax authorities of India for negotiations with tax authorities of US to arrive at an amenable agreement regarding international transactions in an MNC
- Prepared cross-country benchmarking analysis for new transactions to enable the client to fix the transfer price
- Undertook transfer pricing due diligence and provided high level comments on the potential cash exposure of pending litigation issues related to transfer pricing
Vispi T Patel & AssociatesIntern
Oct. 2012 - Aug. 2015
V V Mehta & AssociatesIntern
Aug. 2012 - Oct. 2012
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