Nikhil Nagdev
@nikhilnagdev1
Analytical finance professional with 4+ years of experience.
What I'm looking for
I am an analytical and results-driven finance professional with over four years of experience in financial services, operations, investments, and banking-focused client support roles. My expertise lies in conducting thorough due diligence reviews, detecting anomalies in documentation and client behavior, and enhancing internal controls. I have a proven ability to manage high-volume tasks, assess financial risk, and summarize complex data concisely for cross-functional stakeholders.
In my recent role as Finance & Operations Manager at a startup in India, I successfully conducted daily reconciliations and vendor audits, identifying discrepancies in invoices and cash flow reporting. I led the implementation of compliance checks and operational controls, significantly mitigating fraud risk. My experience at Fidelity Investments as a Client Experience Specialist allowed me to monitor and resolve client account discrepancies, where I recommended improvements that reduced manual errors by 15% through clearer procedural workflows.
Throughout my career, I have consistently collaborated with cross-functional teams to address compliance and documentation issues, ensuring a seamless client experience. My educational background in Financial Planning and International Business, coupled with certifications such as the NISM Certified Research Analyst, further solidifies my commitment to excellence in the finance sector.
Experience
Work history, roles, and key accomplishments
Finance & Operations Manager
Startup Venture
Mar 2023 - Present (2 years 4 months)
Conducted daily reconciliations and vendor audits, identifying discrepancies in invoices and cash flow reporting. Led implementation of compliance checks, operational controls, and fraud risk mitigation practices.
Client Experience Specialist
Fidelity Investments
Aug 2022 - Present (2 years 11 months)
Monitored and resolved client account discrepancies related to trades and financial instruments. Recommended improvements that reduced manual errors by 15% through clearer procedural workflows.
Associate, Client Experience
Wealthsimple Investments Inc.
Jun 2021 - Present (4 years 1 month)
Handled over 100+ client support cases weekly related to equity and ETF trades, suspicious account behavior, and portfolio activity. Collaborated with AML team in identifying accounts requiring further review due to red flags.
Financial Services Representative
CIBC Bank
Nov 2019 - Present (5 years 8 months)
Conducted detailed financial assessments and supported loan/mortgage applications, ensuring proper documentation. Maintained strict compliance with AML regulations and flagged suspicious patterns to internal risk teams.
Education
Degrees, certifications, and relevant coursework
Maharaja Sayajirao University (MSUB)
Bachelor of Commerce, Finance & Accounting
Obtained a Bachelor of Commerce degree with a focus on Finance & Accounting. Developed a strong foundation in financial principles and accounting practices.
George Brown College
Post Graduate Program, Financial Planning & International Business
Completed a Post Graduate Program in Financial Planning & International Business. Gained expertise in financial planning principles and international business practices.
Availability
Location
Authorized to work in
Job categories
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