Nikhil Nagdev
Finance and Operations
Gujarat
Summary
Proven leader in finance and operations, adept at driving revenue growth and operational efficiency at various financial organizations. Excelled in client relationship management and financial analysis, leveraging tools like Microsoft Power BI and CRM software. Achieved over 90% performance ratings, demonstrating exceptional communication and risk management skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Co-Founder & Director of Finance and Operations
Normally Skincare
03.2023 - 12.2024
- Managed financial operations, including pricing strategy, profit and loss analysis, and revenue forecasting
- Oversaw cash flow, liquidity, and working capital for operational continuity and strategic investments
- Conducted data-driven performance analysis to optimize sales and operational efficiency
- Led risk management efforts, ensuring regulatory compliance and mitigating operational threats
Client Experience Specialist
Fidelity Investments
08.2022 - 02.2023
- Recommended process improvements, enhancing operational efficiency and client satisfaction
- Maintained detailed client records, ensuring transparency and efficient information retrieval
- Managed 100+ client accounts, prioritizing tasks to meet deadlines and business goals
- Built strong client relationships, contributing to 20% increased revenue and repeat business
Associate Client Experience
Wealthsimple Investments Inc.
06.2021 - 07.2022
- Delivered expert support to clients for investment products, including trades and portfolio management
- Spearheaded client experience improvement initiatives, enhancing staff training and processes
- Consistently achieved over 90% performance ratings in key metrics
- Onboarded new clients through established sales and implementation cycle.
Financial Services Representative
CIBC Bank
11.2019 - 06.2021
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Conducted financial assessments, identifying cross-selling opportunities to drive revenue
- Ensured regulatory compliance while achieving sales targets and promoting digital banking
- Evaluated financial performance of 100+ clients and identified potential areas of improvement.
Education
Post-Graduate Program - Financial Planning & International Business Management
George Brown College
Toronto, Canada05.2019
Bachelor of Commerce - Accounting & Finance
Maharaja Sayajirao University
Baroda, India04.2017
Skills
- Client relationship Management
- CRM tools - Jira
- CRM tools - Zendesk
- CRM tools - Periscope
- CRM tools - Slack
- Excellent Communication
- Financial Planning
- Financial modelling
- Financial Analysis
- Microsoft Power BI
- Advance Excel
- Data Analysis
- Risk Management
- Team Collaboration
- Leadership
Certification
Investment Fund in Canada (IFIC), 06/19
Timeline
Co-Founder & Director of Finance and Operations
Normally Skincare
03.2023 - 12.2024
Client Experience Specialist
Fidelity Investments
08.2022 - 02.2023
Associate Client Experience
Wealthsimple Investments Inc.
06.2021 - 07.2022
Financial Services Representative
CIBC Bank
11.2019 - 06.2021
Post-Graduate Program - Financial Planning & International Business Management
George Brown College
Bachelor of Commerce - Accounting & Finance
Maharaja Sayajirao University
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