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Soumya Sabharwal

@soumyasabharwal

I support accurate financial operations, client service, compliance, and account transactions.

Canada
Message

What I'm looking for

I'm looking for a finance or financial operations role where I can support transactions, account services, compliance, client relationships, and process improvements in a regulated environment.

I've supported financial transactions, account records, client onboarding, and reporting at Amorvita.Inc, while building Excel reports for senior management and improving client service workflows.

My background also includes client account support at Neo Financial, where I handled transactions, documentation, compliance procedures, trade activity tracking, fee collection, and account maintenance. I completed the Canadian Securities Course (CSC®) and bring a detail-oriented approach to regulated operations, client relationships, and process improvement.

Experience

Work history, roles, and key accomplishments

PS
Current

Security Professional

Paladin Security Services

Oct 2024 - Present (1 year 10 months)

Served as the first point of contact for employees, visitors, and contractors, verifying credentials and directing individuals appropriately. Monitored visitors and clients through CCTV surveillance systems, access control panels, and alarm systems, ensuring continuous site security.

Education

Degrees, certifications, and relevant coursework

George Brown College logoGC

George Brown College

Advanced Diploma, Finance

2022 - 2024

Pursued an Advanced Diploma in Business Administration with a focus on Finance, gaining knowledge in financial transactions, account operations, and compliance procedures.

Tech stack

Software and tools used professionally

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