Uday Sharma

Uday Sharma

Accounting Associate

Followers of Uday Sharma303 followers
location of Uday SharmaSurrey, British Columbia, Canada

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  • Timeline

  • About me

    MBA | CIFC | Insurance Salesperson Level 1 | Aspiring Finance Professional

  • Education

    • University Canada West

      2023 - 2024
      Master of Business Administration - MBA BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES 3.49
    • Guru Nanak Dev University

      2016 - 2019
      Bachelor of Commerce - BCom Business/Commerce, General
  • Experience

    • Sahil Verma & Associates

      Nov 2019 - Feb 2021
      Accounting Associate

      Developed 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.

    • IndiGo (InterGlobe Aviation Ltd)

      Apr 2021 - Feb 2023
      Airport operations and customer service - Executive

      Boarded 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 2024
      Track Marshal

      Successfully 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 - now
      Client Relationship Administrator

      Managing 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 Institute
      Jan 2024
    • Foundations of Business Banking

      LinkedIn
      Nov 2023
      View certificate certificate
    • General Insurance Salesperson License (Level I)

      Insurance Council of BC
      Aug 2024
    • Certified Digital Marketing Associate

      Digital Marketing Institute
      Nov 2023
      View certificate certificate
    • Finance Foundations: Business Valuation

      LinkedIn
      Dec 2023
      View certificate certificate
    • Finance Foundations

      LinkedIn
      Nov 2023
      View certificate certificate
    • Master Microsoft Excel

      LinkedIn
      May 2023
      View certificate certificate
    • Financial Modeling Foundations

      LinkedIn
      Nov 2023
      View certificate certificate