Nimisha Doongarshi

MBA graduate and financial services professional with 7+ years of experience across lending, client service, financial operations, accounting, audit, risk assessment, and compliance. Proven track record of managing client relationships, assessing financial needs and risk, supporting end-to-end account processes, maintaining accurate financial records, and delivering high-quality client service in regulated financial environments. Currently a Lending Specialist 2 at Fairstone Financial, consistently achieving 160%+ of sales targets, managing $5M+ in loan volume, ranking among the Top 10 employees nationally for two consecutive years, earning an Ovation Award, and advancing to LS2 within 1.5 years.

Strong financial analysis, risk and control mindset, attention to detail, organizational skills, and ability to manage complex assignments and competing priorities.

LENDING SPECIALIST 2 - FAIRSTONE FINANCIAL - Vancouver, BC

(2024-01)

• Manage the end-to-end client account process from initial consultation and application through credit assessment, documentation, approval, closing, and ongoing account servicing.
• Conduct credit assessments and analyze client financial information to support responsible lending decisions while adhering to established risk, compliance, and control procedures.
• Build and maintain trusted client relationships by understanding individual financial objectives and recommending appropriate financial solutions.
• Process client payments and manage overdue accounts while maintaining accurate account information and following established procedures.
• Manage client interactions across in-person and virtual channels, ensuring timely communication and professional resolution of account-related inquiries.
• Handle sensitive financial and personal information with discretion, accuracy, and strict adherence to company policies and procedures.

CUSTOMER SERVICE SPECIALIST / PART-TIME BOOKKEEPER - GEORGIA MAIN FOOD GROUP - Vancouver, BC

(2022-04)

• Serve as a primary customer service contact, resolving inquiries and providing timely, accurate, and professional support.
• Improved customer satisfaction through service-focused initiatives, contributing to a 15% decrease in customer complaints and a 10% increase in repeat business.
• Maintain accurate financial records, update ledgers, perform bank reconciliations, and support preparation of financial statements.
• Review financial information and supporting documentation to identify discrepancies and ensure accuracy of financial records.
• Support e-commerce operations and order fulfillment, contributing to a 20% increase in online sales and revenue.
• Train and supervise new employees, supporting efficient onboarding and consistent service delivery.
• Manage competing customer service and bookkeeping responsibilities while maintaining accuracy, confidentiality, and deadlines.

AUDIT ASSISTANT - CHANDABHOY & JASSOOBHOY, CHARTERED ACCOUNTANTS - Mumbai, India

(2020-10 - 2022-03)

• Executed audit engagements for companies with net worth exceeding CAD 100 million, applying professional auditing standards, risk assessment procedures, and internal controls.
• Completed audit engagements for 30+ clients, including planning, budgeting, fieldwork, financial analysis, documentation, and reporting.
• Reviewed financial information and supporting documentation to identify discrepancies, control weaknesses, and areas of financial risk.
• Prepared detailed working papers, audit evidence, and supporting documentation to maintain accurate and reliable audit trails.
• Prepared audit reports and communicated findings supporting improved financial transparency, accountability, and compliance.

TAX & AUDIT ASSISTANT - AMIT DESAI & CO., CHARTERED ACCOUNTANTS - Mumbai, India

(2019-03 - 2020-10)

• Supported individual and corporate clients with tax documentation, financial information, compliance requirements, and reporting.
• Worked directly with medium-to-large corporate clients, including Delta Corp, Arrow Textiles Ltd., and GE Shipping, to understand financial information and address tax and compliance matters.
• Reviewed client documentation and financial information to identify eligible credits, deductions, discrepancies, and potential tax savings.
• Assisted clients with assessing and mitigating future tax liabilities through analysis of financial information and applicable requirements.
• Maintained confidential client information and accurate supporting documentation while meeting regulatory and filing deadlines.

ARTICLED ASSISTANT - AMIT DESAI & CO., CHARTERED ACCOUNTANTS - Mumbai, India

(2017-01 - 2019-03)

• Supported clients in interactions with tax authorities and assisted with resolving financial and compliance matters.
• Prepared tax returns, tax audit reports, and statutory compliance documentation for multiple clients.
• Maintained accurate client records and supporting documentation while monitoring filing requirements and deadlines.
• Communicated with clients regarding documentation requirements, outstanding information, and compliance matters.

MASTER OF BUSINESS ADMINISTRATION (MBA) - Financial & Management Accounting, Financial Management, Project Management, Digital Transformation, Business Management - UNIVERSITY CANADA WEST (2022 - 2023)

BACHELOR OF COMMERCE - Financial Accounting, Auditing, Direct & Indirect Taxation - UNIVERSITY OF MUMBAI

INTEGRATED PROFESSIONAL COMPETENCE COURSE – INTERMEDIATE LEVEL - Financial Accounting, Management Accounting, Cost Accounting, Direct & Indirect Taxation, Auditing - INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA (2014 - 2018)