Jimit Soni
Finance Transformation & Automation Specialist @Scotiabank
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WORK HISTORY
Finance Transformation & Automation Specialist @Scotiabank
Toronto, ON, CA
Spearheaded 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
EDUCATION
The Institute of Chartered Accountants of India
Chartered Accountant
American Institute of Certified Public Accountants
*Cleared all papers of the CPA charter, license pending
Don Bosco High School, Matunga
High School Equivalence Certificate Program
H.R. College of Commerce and Economics
Bachelor of Commerce (B.Com.)
SKILLS
ABOUT JIMIT SONI
With 9+ years of diverse experience and a dual qualification of CPA (US-GU license awaited) and CA (India), I have carved a niche for myself as a tax analyst, digital finance transformation expert, management consulting, and entrepreneur. My journey began with crunching numbers and has evolved into crafting strategic solutions and driving change for my clients across various sectors. As a professional having worked with Fortune 500 companies, SMEs and Startups, I have the privilege of providing tailor-made business solutions that truly make a difference. But, the most exciting part? It\'s the opportunity to work hand-in-hand with clients, tackle challenges, and witness our collective efforts\' positive impact. Looking forward to more such opportunities that allow me to leverage my skills and make a difference.
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