SPSOUMIK B PANJA
@soumikpanja
Finance and Accounting professional with 10 years of experience.
CanadaWhat I'm looking for
I am a seasoned finance and accounting professional with a decade of experience in financial accounting, planning, and analysis. My expertise lies in managing global partnerships, driving process improvements, and building strong relationships with cross-functional teams. I have a proven track record of providing insights that influence key decision-makers and enhance organizational performance.
Currently, I serve as an Account Manager at TD Bank, where I oversee a portfolio of mid-market business clients and develop detailed financial models to enhance earnings estimates. My previous roles at TD Securities and BNP Paribas have honed my skills in operational efficiency and client relationship management. I am passionate about leveraging my analytical and strategic thinking abilities to drive business success.
Experience
Work history, roles, and key accomplishments
TBAccount Manager – Commercial Credit
TD Bank
Aug 2021 - Present (3 years 9 months)
Oversee a portfolio of 50+ Mid-market business clients with a bank exposure of up to $1Bn. Developed detailed forecast models and structured new credit proposals, ensuring effective client consultations throughout the process.
TBAccount Manager – Commercial Credit
TD Bank
Aug 2021 - Present (3 years 9 months)
Oversee a portfolio of 50+ Mid-market business clients with a bank exposure of up to $1Bn. Developed detailed forecast models and structured new credit proposals, ensuring effective client consultations throughout the process.
TSAnalyst - Capital Markets
TD Securities
Jun 2020 - Jul 2021 (1 year 1 month)
Spearheaded operational efficiency initiatives by collaborating with cross-functional teams, creating monthly reporting dashboards to enhance data-driven decision making.
TSAnalyst - Capital Markets
TD Securities
Jun 2020 - Jul 2021 (1 year 1 month)
Spearheaded operational efficiency initiatives by collaborating with cross-functional teams. Created monthly reporting dashboards to enhance data-driven decision making.
BPSummer Analyst - Corporate and Institutional Banking
BNP Paribas
May 2019 - Aug 2019 (3 months)
Prepared comprehensive business overviews of prospective clients and built robust financial models for cash flow forecasting, providing actionable insights to senior leaders.
WWSenior Consultant – Financial Shared Services
Willis Towers Watson
Oct 2012 - Dec 2016 (4 years 2 months)
Managed service delivery across multiple domiciles, performing diverse accounting activities and spearheading a global initiative to standardize reporting and streamline the audit process.
BPSummer Analyst - Corporate and Institutional Banking
BNP Paribas
May 2019 - Aug 2019 (3 months)
Prepared comprehensive business overviews of prospective clients and built financial models for cash flow forecasting. Conducted in-depth segment analysis to identify risks and opportunities.
WWTeam Leader - Pension Fund Accounts
Willis Towers Watson
Jan 2017 - Aug 2018 (1 year 7 months)
Led an accounting team preparing annual reports and performing month-end closings for Pension fund accounts, ensuring service delivery excellence and operational efficiency.
WWTeam Leader - Pension Fund Accounts
Willis Towers Watson
Jan 2017 - Aug 2018 (1 year 7 months)
Led an accounting team, preparing annual reports and performing month-end closings for Pension fund accounts. Supervised business processes and partnered with senior leaders for operational excellence.
WWSenior Consultant – Financial Shared Services
Willis Towers Watson
Oct 2012 - Dec 2016 (4 years 2 months)
Managed service delivery across multiple domiciles, performing diverse accounting activities and spearheading a global initiative to standardize reporting and streamline the audit process.
Education
Degrees, certifications, and relevant coursework
MUMcMaster University
Master of Business Administration, Finance & Business Valuation
2018 - 2020
Grade: 3.8/4
Completed a Master of Business Administration with a focus on Finance and Business Valuation, achieving a GPA of 3.8/4.
Global Association of Risk Professionals
Financial Risk Manager, Financial Risk Management
2015 - 2015
Earned the Financial Risk Manager (FRM) designation, demonstrating expertise in risk management and financial analysis.
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting
2009 - 2012
Qualified as a Chartered Accountant (CA), acquiring comprehensive knowledge in accounting, auditing, and taxation.
Availability
Location
CanadaAuthorized to work in
Job categories
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