NIK JAIN  MBA, CFA, CPA, PMP, PMI-PBA, DipIT

PROFESSIONAL SUMMARY

• Experienced finance and IT professional with expertise in automating accounting and financial processes from end to end.

• Proficient in financial reporting, financial modeling & automation, and providing client-focused solutions.

• Certified in several IT and finance-related fields including MBA in Finance & Strategic Management, CISA, PMP, PMI-PBA, CFA, and CPA.

• Skilled in Advanced Excel, SQL, Power BI, Power Query, Visual Basic Macros, SAP Financial Accounting, Quickbooks, and Oracle Fusion Financials.

PROFESSIONAL CREDENTIALS

• Master of Business Administration, York University

• Certified Information Systems Auditor (CISA), ISACA

• Project Management Professional (PMP), PMI

• PMI Professional in Business Analysis (PMI-PBA), PMI

• Certified Financial Planner (CFP), FP Canada

• Certified Public Accountant (CPA), NH Board of Accountancy, US  (91% Score)

• Chartered Financial Analyst, CFA Institute (‘Gold standard’ in Financial Analysis area)

• Chartered Professional Accountant, CPA Canada

• Diploma in Information Technology, NIIT

PROFESSIONAL EXPERIENCE

IT Financial Consulting

Clients: Private Companies | Small Accounting firm | Walt Disney | BC Govt. | Sasu Consulting Inc.

• Achieved significant enhancements in accounting and financial processes, analysis, and reporting by leveraging ERP systems, Advanced Excel, Power Query, and Visual Basic programming in Excel, resulting in a reduction from 3 days to 3 hours.

• Expertly executed contract work in the areas of Financial Planning & Analysis, Financial Accounting and Auditing using ERP, advanced excel and automation techniques.

• Conducted financial analysis and reporting for clients and prepared individual and corporate tax returns.

• Assisted in audit engagements and preparation of lead sheets, journal entries, and financial statements.

Financial Specialist & Financial Planner

Clients: Scotiabank | RBC Royal Bank

• Provided comprehensive financial planning advice and solutions for personal and business clients.

• Prepared and presented client-friendly reports using financial analysis and investment research.

Investors Group Securities Inc.

Financial Manager, Investments (Securities Planning Specialist)

• Conducted extensive financial modeling of investment portfolios using excel, Macros and VBA.

• Provided financial analysis and client account review.

• Prepared financial forecasts, analyzed budgets based on business and client needs.

ADDITIONAL INFORMATION

• CPA Victoria Chapter Board member.