Karan Thakur
Fin. Services and Reporting & Analytics Specialist
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About
Strategic financial leader with over 20 years of experience in financial planning, resource allocation, and decision support across diverse industries. Adept at aligning financial strategies with organizational goals, managing complex budgets, and developing comprehensive financial policies. Skilled in building strong relationships with stakeholders and leading high-performing teams.
Committed to fostering a safe and compliant work environment while driving the achievement of strategic objectives. Core competencies include analytics, reporting, process reengineering, process transitions, accounts payables, accounts receivables, general ledger, contract negotiations, audits, implementations and vendor management in diverse industries.
Experience
Professional Experience
Private Tutor (Mathematics & Accounting) | Kelowna, BC | Sept 2024 – Present
- Provide tutoring to students in accounting and mathematics, explaining complex concepts in an accessible and customer-friendly manner.
- Offer personalized support, ensuring students understand their learning needs and helping them overcome challenges.
- Manage multiple tutoring sessions, ensuring high-quality service and customer satisfaction.
July 2011 – Nov 2024
- Collaborated directly with clients and internal teams to ensure smooth financial reporting and service delivery. Responsible for managing market data requirements for company for all locations.
- Resolved client concerns, ensuring their financial needs were met while adhering to industry regulations and best practices.
- Led workflow and MIS team and enhanced client experience by continuously improving reporting processes and providing proactive solutions.
- Developed strong relationships with vendors and stakeholders, ensuring clear communication and efficient problem-solving.
- Managed accounts payable processes and worked directly with vendors and customers to ensure timely and accurate payment transactions.
- Responded to customer inquiries and concerns, providing solutions and guidance in a courteous and professional manner.
- Ensured compliance with internal policies, external regulations, and provided superior customer support to resolve billing and payment issues.
- Fostered a collaborative work environment, contributing to team success by keeping everyone informed and motivated.
- Processed vendor payments and managed customer inquiries regarding transactions, ensuring satisfaction and timely resolution.
- Assisted in developing Standard Operating Procedures (SOPs) that improved customer service delivery.
- Provided administrative support and acted as a point of contact for customer issues related to billing and payment processes.
- Delivered customer service for Citibank accounts, addressing customer inquiries related to banking services and financial transactions.
- Maintained high standards of service while following established procedures to resolve customer concerns and maintain satisfaction.
Education
Master’s in Financial Analysis – ICFAI, 2015
Bachelor of Commerce – M.L.N College, Kurukshetra University, 2002

