
Romil Solanki
Cashier

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About me
Operations & Data-Driven Leader | 5+ Years in Fintech | Expertise in Process Optimization, Strategic Analytics, and Cross-Functional Collaboration
Education

University of Victoria
2015 - 2019Bachelor's degree EconomicsCurrently pursuing a Bachelor degree with an Economics Major and Business Minor

Sciences Po
2018 - 2018Exchange student EconomicsConducted policy research and delivered presentation in coursework related to Business and Economics at the Worlds 3rd best university of politics and international affairs
Experience

The Calgary Stampede
Jul 2013 - Jul 2013Cashier
722 World Bier Haus
May 2016 - Jun 2016Kitchen Staff
JACK & JONES
May 2017 - Aug 2017Seasonal Sales Associate• Processed $63,000+ worth of sales transactions by efficiently scanning customer items while suggesting accessory items to ensure high customer turnover and maximize revenue• Built customer rapport by inquiring about needs and courteously offering service to identify customer spending goals and encourage interaction with staff• Recommended items to customers by integrating information on customer budget, preferences and store stock to maximize revenue per customer• Achieved salesman of the week 4 times by generating the highest sales numbers among 12 staff Show less

Addella
May 2018 - Jun 2018Sales Associate• Pitched business-to-consumer sales for Telus to 800+ consumers to generate $6000 in sales revenue• Promoted to leadership status (800$ in 1 week) within 3 weeks of starting, resulting in additional responsibilities by having to train 4 new sales representatives and attending Team Lead meetings• Delivered 3 sales strategy presentations to 40+ new hires to equip them with successful sales techniques from company policies and personal experience

Botaneco Inc.
Jun 2018 - Aug 2018Accounting Assistant• Assessed 400+ invoices using Excel to identify retrievable R&D and supply management expenses resulting in the acquisition of non-dilutive government funding• Consolidated 30+ financial statements from 3 offices across Canada and the US to generate 5 key documents required to facilitate future bookkeeping and auditing endeavors• Analyzed 250+ accounts receivables to identify sales trends to identify high-revenue products and inform future allocation towards R&D and supply• Organized 200+ invoices to generate an updated expense report to provide the accounting department with invoice and credit assessment documentation• Prepopulated 50+ employment and performance review documents with job performance criteria and corrected errors in human resource documents expedite the performance review process• Designed and delivered PowerPoint presentation to Botaneco employees and management personnel to articulate personal impact to company growth and learning experience Show less

Bench Accounting
Sept 2019 - Dec 2024In my role as an Senior Team Manager at Bench Accounting, I have led initiatives to enhance the efficiency and scalability of our service delivery, focusing on data-driven improvements and cross-functional collaboration to elevate client experience.New Department Development: Established and led a new department from inception, creating systems to manage service delivery for 12,000+ clients. Built the department’s structure, conducted monthly Forecasting, designed workflows, and implemented operational frameworks to support service delivery coverage for a team of 80+ associates.Workflow Innovation and Product Collaboration: Worked closely with the product team to innovate workflows and translate operational needs into product features. This overhaul of our service delivery structure optimized daily workflows, resulting in a 54% improvement in per-associate productivity within six months.Data-Driven Efficiency Gains: Spearheaded initiatives that boosted the department’s monthly output by 55% and reduced product delivery turnaround times by 29%. These results were achieved through targeted data analysis, which informed enhancements to processes, performance metrics, and team composition.Resource Forecasting and Team Growth: Analyzed client engagement trends and tracked team metrics to accurately forecast headcount needs, successfully scaling the team from 1 to 6 members. Implemented coverage support systems, improving portfolio efficiency by 40% within two months.Cross-Functional Leadership and Coaching: Fostered cross-functional relationships with operations, sales, and onboarding departments to streamline interdepartmental workflows and optimize the client journey. Additionally, provided peer coaching to fellow team leads, contributing to the success and growth of Bench’s service operations. Show less As an Accounting Operations Team Manager at Bench Accounting, I successfully led a high-performing team of up to 12 Accounting Associates and was responsible for the delivery of 100+ annual financial statements, adhering to GAAP standards for U.S. small businesses on a monthly basis. While leading various teams, I consistently promoted internal growth through performance reviews, feedback, and professional development initiatives for 30 team members, supporting their career advancementFrom the period of 2021-2023, our department experience an increase in demand within our revenue stream which required aggressive growth of the department. To meet these growing demands, I expanded the teams size by 46%, implementing targeted hiring strategies, conducting interviews, and playing a key role in talent acquisition. Recognizing the importance of onboarding efficiency, I reduced ramp-up time for new hires by an impressive 50% through the development and implementation of scalable training programs. Additionally, I regularly established new tailored metrics for revenue optimization, reporting detailed insights on the departments objectives and key results (OKRs) to director-level management. Furthermore, I designed and implemented a comprehensive variable pay program for the department, aligning performance metrics with strategic objectives to effectively drive motivation and goal attainment among the team. Show less • Prepared 110+ years of tax-ready financial statements and reports for 55+ small business owners to support them with annual and historical business Tax Filings with the IRS.• Provide leadership to a dynamic team of associates, overseeing day-to-day operations and ensuring the completion of annual financial statements for small businesses.• Collaborated with my Team Lead to create structures for support and coaching for the team of 8-12 associates through hosting Office Hours, weekly 1-1’s, team meetings & training sessions to the Operations Department.• Mentored 7 new team members to optimize their ramping performance within the Accounting Associate role through mock calls, call shadowing and weekly feedback sessions. Show less • Prepared tax-ready financial statements for small business owners to support them with annual and historical business Tax Filings with the IRS.• Perform monthly bank and credit card reconciliations, transaction classifications according to GAAP and loan/merchant adjustments to maintain financial integrity for US based Small Businesses.• Served 70+ clients on a monthly basis, ensuring a clear understanding of their financial needs and providing timely responses to complete monthly and annually bookkeeping services.• Collaborated with 10+ different US Tax Advisory Partners in the completion of annual business tax filings for our clients. Show less
Senior Team Manager, Service Operations
Jul 2023 - Dec 2024Accounting Team Manager, Service Operations
Nov 2021 - Jun 2023Lead Accounting Associate
Sept 2020 - Nov 2021Accounting Associate
Sept 2019 - Aug 2020

Lululemon
Jan 2025 - nowFinancial Analyst
Licenses & Certifications

Oracle Database Explorer
OracleDec 2024- View certificate

Lean Six Sigma Green Belt
Six Sigma Global InstituteNov 2024
Volunteer Experience
Kitchen Staff
Issued by Calgary Drop In & Rehab Centre Society on Jan 2008
Associated with Romil SolankiWaste Management
Issued by Sun and Salsa Festival on Jun 2014
Associated with Romil Solanki
Languages
- enEnglish
- frFrench
- spSpanish
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