Rudrik Gupta
Personal Banker @TD
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WORK HISTORY
Personal Banker @TD
Kitchener, ON, CA
EDUCATION
University of Windsor
Master of Management
CFA Institute
CFA Investment Foundation
The Institute of Chartered Accountants of India
CA - Chartered Accountant
University of the Fraser Valley
Management of Post-Baccalaureate Certificate
Kurukshetra University
Bachelor of Commerce - BCom
ABOUT RUDRIK GUPTA
Education: University of Windsor, Canada | Post Graduate | Master of Management- Accounting and Finance Fraser Vally India | Management of Post-Baccalaureate Certificate | Business Management, Marketing Kurukshetra University, India | Under Graduate | Bachelor of Commerce- Accounting and Finance Work Experience: Euro Link Logistic | Financial Analyst | Canada Led financial analysis and optimization using SQL and Excel. Identified cost-saving opportunities, boosting efficiency by 30% and saving Established partnerships, reducing reporting discrepancies by 50%. TD Bank | Customer Service Associate | Canada Exceeded performance targets by 400% in two months. Provided personalized banking solutions and managed cash flow compliance. Pardeep Gupta & Co.| Accountant | India Managed tax return preparation and compliance. Engaged with clients for tax optimization and advice. Maintained strong communication and customer service. Skills: Technical: QuickBooks, G Suite, SQL, Python, Power BI, Tally, Trimble(TMS) Soft: Critical thinking, problem-solving, communication, collaboration, risk management, Financial Planning Certifications: CFA Institute Investment Foundation | http://basno.com/v6mweaic 🤝 Volunteering: UWSA: Food Pantry Walk Safe Volunteer Let\'s connect and explore opportunities! Open to discussing collaborations and new challenges.
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