
Uday Sharma
Accounting Associate

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About me
MBA | CIFC | Insurance Salesperson Level 1 | Aspiring Finance Professional
Education

University Canada West
2023 - 2024Master of Business Administration - MBA BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES 3.49
Guru Nanak Dev University
2016 - 2019Bachelor of Commerce - BCom Business/Commerce, General
Experience

Sahil Verma & Associates
Nov 2019 - Feb 2021Accounting AssociateDeveloped strong reconciliation skills by ensuring 100% accuracy between various accounts, which supports data integrity in financial modeling.Created and maintained spreadsheets to track over 150 monthly transactions, using formulas and pivot tables to organize data and conduct basic trend analysis.Assisted in preparing the annual budget of $500K, compiling and analyzing over 300 data points to provide insights on projected expenses and revenue trends.
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IndiGo (InterGlobe Aviation Ltd)
Apr 2021 - Feb 2023Airport operations and customer service - ExecutiveBoarded thousands of travelers with a reason to smile by demonstrating dedication in distributing good wishes, exchanging smiles, and emphasizing care for customers made me an over-achiever in my KPI.Verified an average of 180 international passenger’s valid travel documents daily with +99% accuracy.Assisted customers with the complex documentation at the time of COVID-19 by segregating and fulfilling partial paperwork to make their journey seamless.Educated hundreds of customers daily about self-check-in and reduced +50% of waiting lines on check-in counters. Show less

Fast Track Indoor Karting
Apr 2023 - May 2024Track MarshalSuccessfully executing corporate party events, achieving a customer satisfaction rate exceeding 90%.Providing awareness to customers regarding memberships and contributing 20% to customer retention.Creating memorable experiences for customers by keeping a high level of engagement with them all the time.Addressing customer inquiries and advising them on best practices for enjoying a fun race.

HUB Warranty Ltd.
May 2024 - nowClient Relationship AdministratorManaging Client Relationships – Overseeing a portfolio of 420 construction company memberships, ensuring compliance with BC's mandatory warranty requirements for new homeowners.Conducting Risk Assessment & Document Collection – Handling annual membership renewals and collecting required documents for underwriter review, identifying and addressing material changes in builder profiles.Quoting & Binding Insurance Policies – Advising clients on Cost of Construction and Commercial Liability Insurance through Lloyd’s, tailoring quotes and binding coverage according to client needs.Maintaining Efficient Communication & Follow-Up – Acting as an intermediary between underwriters and applicants, providing consistent follow-ups on pending requirements, and maintaining detailed notes and reminders for effective task management.Supporting New Client Membership Applications – Assisting new clients with document preparation and submission to establish their initial membership with us, ensuring they meet all requirements for warranty acceptance and compliance.Managing Project Enrollments for Existing Members – Facilitating project enrollments for current members when they undertake new construction, whether single-family or multiplex properties.Supporting Frontline Client Inquiries – Addressing homeowner questions on warranty services, handling reception calls, and offering prompt assistance to ensure an exceptional client experience. Show less
Licenses & Certifications

Canadian Investment Funds Course
IFSE InstituteJan 2024- View certificate

Foundations of Business Banking
LinkedInNov 2023 
General Insurance Salesperson License (Level I)
Insurance Council of BCAug 2024- View certificate

Certified Digital Marketing Associate
Digital Marketing InstituteNov 2023 - View certificate

Finance Foundations: Business Valuation
LinkedInDec 2023 - View certificate

Finance Foundations
LinkedInNov 2023 - View certificate

Master Microsoft Excel
LinkedInMay 2023 - View certificate

Financial Modeling Foundations
LinkedInNov 2023
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