
Umma Kaniz Rahima
Financial Advisor

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About me
Resolution Specialist
Education

Oxford Brookes University
2013 - 2015Bachelor of Commerce Honors Applied AccountingBSc Hons in Applied Accounting

ACCA
2009 - 2016ACCA Member Accounting & AuditingActivities 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 - 2018Graduate Certificate Global Business ManagementActivities 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 2012Financial 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 2013Audit 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 2015Chief 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 2016Audit 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 2018Collections 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 2021Customer 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 2019Field 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 - nowSenior Technical Associate
Jan 2021 - Jun 2024

Skillful
Mar 2022 - May 2022Strategy 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
- View certificate

ACCA (Association of Certified Chartered Accountants)
Volunteer Experience
Volunteer
Issued by Nabisco Biscuit Bangladesh on Jun 2014
Associated with Umma Kaniz Rahima
Languages
- enEnglish
- beBengali
- hiHindi
- urUrdu
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