Lakshya Thakkar
@lakshyathakkar
I build financial models, forecasts, and KPI dashboards that improve business decisions.
CanadaWhat I'm looking for
I've supported financial planning and business decisions across Suzy Shier, Prime Steels, JP Morgan Chase, and Ambekrupa Transport Service. My work connects store-level performance, budgeting, forecasting, and investment analysis to actionable management decisions.
At Suzy Shier, I built Excel KPI dashboards and presented performance and variance commentary in weekly regional business reviews. I tracked sales, UPT, DPT, and conversion trends to forecast revenue and staffing needs, helping lift monthly sales by 15% while maintaining 100% accuracy in cash-flow reporting and deposit reconciliation.
At Prime Steels, I supported budgeting and forecasting, ran quarterly variance reviews, and built ROI, IRR, feasibility, and sensitivity models that informed roughly $180K in project investments. I also improved bid and cost forecasting by 13%, reduced idle asset time by 9%, and shortened proposal approval turnaround by 17%.
My experience in corporate finance, retail management, and investment banking has made me comfortable working in fast-paced environments and translating complex data into clear recommendations. I use Advanced Excel, Tableau, QuickBooks, and AI-enabled tools to produce accurate reporting and find smarter ways to work.
Experience
Work history, roles, and key accomplishments
Assistant Store Manager
Suzy Shier
Jan 2024 - Mar 2026 (2 years 2 months)
Built and maintained Excel KPI dashboards, presenting performance results and variance commentary to regional stakeholders. Tracked sales, UPT, DPT, and conversion trends to forecast revenue and plan staffing, lifting monthly sales by 15%.
Analyst
Prime Steels
Jun 2022 - Mar 2023 (9 months)
Supported budgeting and forecasting cycles, preparing financial reports and conducting variance analysis. Built Excel-based ROI and feasibility models, improving bid accuracy and cost forecasting by 13% and reducing idle asset time by 9%.
Performed valuation analysis on M&A targets using DCF, precedent transactions, and comparable-company models. Supported pitch processes by preparing investment memos and financial summaries, enhancing forecast accuracy by 10%.
Executive Accounting and Finance
Ambekrupa Transport Service
Sep 2021 - Mar 2022 (6 months)
Prepared monthly financial reports and dashboards to track performance and support management decisions. Built cost tracking models and reviewed vendor quotes, improving cost accuracy by 11% and cutting annual expenses by $21K.
Education
Degrees, certifications, and relevant coursework
University Canada West
Master of Business Administration, Finance
2023 - 2024
Pursued an MBA with a focus on Finance, enhancing skills in financial analysis and strategic decision-making.
SIES College of Commerce and Economics
Bachelor of Management Studies, Finance
2017 - 2021
Completed a Bachelor's in Management Studies with a specialization in Finance, building a strong foundation in business and financial principles.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Job categories
Skills
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