Sanyam Kundra

1. Financial Planning and Analysis:
- Develop and maintain financial models to support forecasting, budgeting, and long-term strategic planning.
- Analyze financial data, trends, and performance indicators to provide insights and recommendations to senior management for decision-making.
- Prepare financial reports, variance analysis, and presentations for stakeholders, including executives, investors, and board members.

2. Budgeting and Forecasting:
- Lead the budgeting and forecasting processes, working closely with department heads to develop accurate financial projections.
- Monitor budget performance against actual results and identify areas of concern or improvement.
- Provide guidance and support to departments in managing their budgets effectively.

3. Financial Reporting and Analysis:
- Prepare monthly, quarterly, and annual financial statements in accordance relevant regulatory requirements.
- Conduct in-depth analysis of financial statements, key performance metrics, and business drivers to assess the company's financial health and identify opportunities for improvement.
- Collaborate with accounting teams to ensure accurate and timely reporting of financial results.

4. Strategic Planning and Decision Support:
- Assist in strategic planning initiatives by conducting financial feasibility studies, scenario analysis, and investment evaluations.
- Evaluate potential business opportunities, mergers, acquisitions, or divestitures through financial due diligence and risk assessment.
- Provide financial insights and recommendations to support strategic decision-making at the executive level.

5. Risk Management and Compliance:
- Identify and assess financial risks, including market risk, credit risk, and operational risk, and develop strategies to mitigate these risks.
- Ensure compliance with relevant financial regulations, accounting standards, and internal control procedures.
- Monitor changes in regulatory requirements and industry best practices to ensure the company's financial practices remain compliant and up-to-date.

7. Continuous Improvement:
- Identify opportunities for process improvements and automation within the finance function to increase efficiency and accuracy.
- Stay abreast of industry trends, emerging technologies, and best practices in financial analysis and reporting to continuously enhance skills and knowledge.

8. Team Leadership and Development:
- Provide guidance, mentorship, and training to junior analysts or finance team members.

1. Client Consultation:
- Conduct initial consultations with potential clients to understand their immigration needs, goals, and eligibility.
- Provide personalized advice and guidance on various immigration programs, visa options, and residency requirements based on individual circumstances.
- Assess clients' qualifications, skills, and background to determine the most suitable immigration pathways and solutions.

2. Sales and Lead Generation:
- Generate leads through various channels, including referrals, networking events, online marketing, and partnerships with immigration attorneys or firms.
- Prospect and qualify potential clients through cold calling, email campaigns, and outreach efforts to identify sales opportunities.
- Present immigration services, packages, and solutions to prospective clients, highlighting the benefits, process, and value proposition.

3. Product Knowledge and Expertise:
- Stay up-to-date with immigration laws, regulations, policy changes, and updates in target countries or regions.
- Develop a deep understanding of different immigration programs, visa categories, residency options, and citizenship pathways available to clients.
- Provide accurate and reliable information to clients regarding eligibility criteria, documentation requirements, processing times, and potential challenges.

4. Customized Solutions and Proposal Development:
- Tailor immigration solutions and service packages to meet the specific needs and preferences of individual clients.
- Prepare customized proposals, quotes, and service agreements outlining the scope of work, deliverables, fees, and terms and conditions.
- Collaborate with internal teams, immigration attorneys, or partners to develop comprehensive solutions that address clients' unique circumstances and objectives.

5. Relationship Building and Client Management:
- Build and maintain strong relationships with clients through regular communication, follow-up, and ongoing support throughout the immigration process.
- Address client inquiries, concerns, and objections in a timely and professional manner, providing reassurance and guidance as needed.
- Anticipate and proactively resolve issues or challenges that may arise during the immigration process to ensure a positive client experience and satisfaction.