Umma Kaniz Rahima

Umma Kaniz Rahima

Financial Advisor

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  • Timeline

  • About me

    Resolution Specialist

  • Education

    • Oxford Brookes University

      2013 - 2015
      Bachelor of Commerce Honors Applied Accounting

      BSc Hons in Applied Accounting

    • ACCA

      2009 - 2016
      ACCA Member Accounting & Auditing

      Activities and Societies: F7 - Financial Reporting F9 - Financial Management P1 - Governance, Risk and Ethics P3 - Business Analysis P5 - Advanced Performance Management P7 - Advanced Audit & Assurance

    • Centennial College

      2017 - 2018
      Graduate Certificate Global Business Management

      Activities and Societies: ACCT-701 - Accounting for Managerial Decision Making BUSN-732 - Business Communications ECON-701 - Economic Analysis for Managers OMGT-701 - Operations Management for Products and Services ACCT-702 - Financial Management HRPD-701 - Human Resource Management in Canada INTL-704 - Global Logistics

  • Experience

    • Al-Futtaim

      Jan 2012 - Dec 2012
      Financial Advisor

      § Generated sales leads, identified and assessed customers’ needs to achieve satisfaction§ Built sustainable relationships and trust with customer accounts through open and interactive communication§ Provided accurate, valid and complete information by using the right methods/tools§ Handled customer complaints, provided appropriate solutions and alternatives within the time limits; followed up to ensure resolution. Kept records of customer interactions, process customer accounts and file documents Show less

    • KPMG

      Jan 2013 - Apr 2013
      Audit Intern

      § Examining company accounts and financial control systems.§ Ensuring procedures, policies, legislation and regulations are correctly followed and complied with.§ Verifying the accuracy of financial statements, in order to re-check the totals and ensure that reporting standards have been maintained.§ Testing client controls over processes such as Sales and Procurement.§ Carrying out cut off and tests of control procedures and performing test of details to check assertions such as completeness.§ Ensuring that the client is consistent with the Labor and Free Zone laws and regulations.§ Assisting the planning and finalization of statutory audits and taking control of fieldwork.§ Identifying key audit risks and assessing its impact on the audit approach and financial statements.§ Preparing of statutory financial statements according to International Financial Reporting Standards and group reporting standards, wherever applicable. Show less

    • Kids In Motion

      Jan 2015 - Dec 2015
      Chief Accountant

      § Preparing, examining, and analyzing accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.§ Analyzing business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.§ Reporting to management regarding the finances of establishment.§ Developing, maintaining, and analyzing budgets, preparing periodic reports that compare budgeted costs to actual costs.§ Consulting with managers and supervisors about company policies and procedures, and whenever necessary in helping them. Show less

    • Deloitte & Touche

      Jan 2016 - Apr 2016
      Audit Intern

      § Examined company accounts and financial control systems. § Ensured procedures, policies, legislation and regulations are correctly followed and complied with. § Verified the accuracy of financial statements, in order to re-check the totals and ensured that reporting standards have been maintained.§ Tested client controls over processes such as Sales and Procurement.§ Carried out cut off and tests of control procedures and performed test of details to check assertions such as completeness.§ Ensured that the client is consistent with the Labor and Free Zone laws and regulations. § Assisted the planning and finalization of statutory audits and taking control of fieldwork. § Identified key audit risks and assessed its impact on the audit approach and financial statements. § Preparing of statutory financial statements according to International Financial Reporting Standards and group reporting standards, wherever applicable. Show less

    • Total Credit Recovery Limited

      Jun 2018 - Aug 2018
      Collections Officer

      ⎫ Contact consumers via telephone to arrange payments for past due amounts⎫ Handles each call as per call model but alters as call requires to ensure successful completion of the interaction⎫ Follow set regulations and guidelines set by provincial, federal and client specific directives & verify consumer information⎫ Professionally and respectfully negotiate with consumer and explore money sources to determine best possible arrangement⎫ Maximize revenue and achieve set goals and objectives Show less

    • Rogers Communications

      Sept 2018 - Jan 2021
      Customer Success Consultant

      ⎫ Provide world-class service by connecting to Rogers customers⎫ Analyzing customer needs and offering them customized solutions⎫ Provide support to the customer in a tactful and effective manner, regardless of the situation/case⎫ Be friendly and approachable to the customer⎫ Provide the right solution to customers by active listening and by asking the right questions⎫ Make customers lives easier by providing then with value-added services⎫ Provide technical support to Technicians on day of install⎫ Provide regular feedback to management on call trends and coach backs⎫ Keep up to date on departmental practices, company bulletins, and troubleshooting procedures⎫ Work towards meeting or exceeding departmental objectives⎫ Work co-operatively with colleagues and support groups to ensure operational stability Show less

    • Numeris

      Jan 2019 - Apr 2019
      Field Supervisor

      ⎫ Supervised interviewers within the Respondent Contact Centre⎫ Responsible for the oversight and smooth execution of shifts⎫ Contributed to the recruitment, training and development of interviewing staff

    • Phreesia

      Jan 2021 - now

      - Provide an outstanding experience to customers throughout the support process- Act as both the Subject Matter Expert and product Super User for the existing client base- Troubleshoot by using required tools and checklist resources to properly understand and problem solve issues being reported- Effectively document and gather information about all reported issues and escalate through Phreesia ticketing software- Manage multiple avenues of support requests including telephone, e-mail, client portal, and live chat Show less

      • Resolution Specialist

        Jun 2024 - now
      • Senior Technical Associate

        Jan 2021 - Jun 2024
    • Skillful

      Mar 2022 - May 2022
      Strategy and Operations Mentee

      • Project based bootcamp led by top industry mentors (from Uber, LinkedIn, Doordash, Instacart, Meta, Etc.).• Intermediate-level use of SQL, Excel/Sheets and BI/data visualization tools including Google BigQuery, Redash, Data Analysis, BizOps simulation and Tableau.• Building models for market performance utilizing time series analysis and other techniques.• In-depth understanding of tech business models including key metrics (e.g., SaaS or marketplace metrics).• Working on an intensive and a large data set alongside a team with coaching from a mentor to draw insights and formulate a prioritized set of recommendations for growth to senior stakeholders.• CAPSTONE PROJECT: Perform in-depth analysis of the launch of an on-demand delivery platform in New York City and provide recommendations for improvement. Show less

  • Licenses & Certifications

  • Volunteer Experience

    • Volunteer

      Issued by Nabisco Biscuit Bangladesh on Jun 2014
      Nabisco Biscuit BangladeshAssociated with Umma Kaniz Rahima