Pranati Pushkarna

Responsible for financial reporting and forecasting, conducting variance analysis, and leading the budgeting process for the Intact Insurance Broker Business. Collaborated with cross-functional teams to streamline workflows and presented financial results to senior leadership.

Managed customer loyalty program models and demand planning. Conducted analysis for strategic decision-making regarding the program's shutdown, including inventory and customer retention metrics.

Updated and maintained long-term financial models for budgeting and forecasting. Collaborated with various teams to model new project initiatives and assisted in preparing presentations for senior management.

Assisted in strategic initiatives and M&A activities, including financial modeling, due diligence, and drafting internal pitch decks. Streamlined M&A processes and supported a significant acquisition.

Conducted market analyses and developed business plans for clients. Assisted in transaction management and project management support during deal lifecycles, including financial modeling and valuation analysis.

Managed a team of accountants, overseeing deliverables and technical skill development. Focused on international corporate tax compliance and advisory services.

Completed Level III of the CFA Program, focusing on advanced investment analysis and portfolio management.

Achieved Chartered Accountant designation, which is the Canadian equivalent of CPA, demonstrating expertise in accounting and finance.

Earned a Bachelor of Commerce (Hons), gaining a solid foundation in commerce, finance, and business principles.