Khushali Shah

- Managing finance in terms of commission payouts between universities and agents.
- Coordinating with clients (agents) to understand their requirements and ensure they receive the best service.
- Updating data to ensure the portal remains accurate and up-to-date.
- Facilitated cross-departmental collaboration to streamline operations and enhance service delivery.
- Created documentation outlining operating instructions for staff members.
- Mitigated business risks by working closely with staff members and assessing performance.
- Created effective business plans to focus strategic decisions on long-term objectives.

• Led a team of 15 team members in performing specific tasks or responsibilities.
• Coordinated with developers to address bugs reported by clients and the internal team.
• Performed product testing in both test and live environments through manual QA.
• Assigned tickets in Jira and followed up until resolution of identified bugs.
• Conducted regular team meetings to foster collaboration, Coordinated and assigned tasks, monitored progress, and ensured timely completion of team objectives.
• Expertise in prioritizing tasks based on urgency, importance, and resource availability to ensure timely completion
• Implemented performance improvement plans to address performance gaps and ensure team success
• Developed and maintained relationships with stakeholders, including clients, colleagues, and senior management, to ensure smooth operations and high customer satisfaction
• Proactively identified and resolved conflicts, obstacles, and challenges within the team, ensuring smooth workflow and achievement of team objectives
• Implemented best practices, SOPs, and quality control measures to ensure consistent performance and adherence to organizational standards.

• 3+ years of experience, Conducted financial analysis, including budgeting, forecasting, financial modeling, and variance analysis, to provide insights and recommendations for strategic decision-making
• Prepared and presented financial reports, including monthly, quarterly, and annual financial statements, to senior management, providing key financial metrics and analysis for business performance evaluation
• Conducted financial risk assessments, identified potential risks, and implemented risk mitigation strategies to safeguard financial assets and ensure compliance with regulatory requirements.

• Conducting thorough research, providing informed investment recommendations, and contributing to the overall investment decision-making process of the brokerage firm.
• Monitor and analyze market trends, economic conditions, industry developments, and regulatory changes that may impact investment decisions.
• Interact with clients, addressing their inquiries, providing market insights, and explaining investment recommendations.