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Kitchener
Sumeet Kour

Sumeet Kour

Financial Modelling&Forecasting,SQL,Data Analysis

Accounting / Finance

Kitchener, Waterloo

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Services offered

With a strong background in finance, accounting, and data analysis, I provide financial modeling services on a project-by-project basis to clients. Focus specifically on creating complex financial models to help clients make informed business decisions. 

Specifically it includes: 

• Building and maintaining complex financial models to help clients make informed business decisions. 

• Analyzing financial data to identify trends and provide insights. 

• Built 3-statement financial models and statements in Excel, incorporating advanced features such as V-look up, pivot tables, and 
scenario analyses. 

• Evaluating completed projects, identifying current trends and evaluating variances, and compiled data to generate financial 
statements including cash flow, P&L, balance sheet, and Discounted Cash Flows (DCF) to determine key metrics such as Cash Flows, 
Payback Period, NPV, and ROI & creating charts and graphs showcasing analytical findings. 

• Collaborating with clients to understand their specific needs and requirements for financial modeling projects. 

• Communicating financial analysis and insights to clients in a clear and concise manner. 

• Providing ongoing support to clients as needed, including troubleshooting and making updates to financial models over time. 

In addition to having strong technical skills in finance and data analysis, I work effectively with clients to understand their needs and provide actionable insights based on their financial models and help them explain complex financial concepts and analyses in a way that is easy for non-experts to understand.

Financial modeling
Banking consultant
Financial analysis
Data analysis
Approximate rate: CAD$ 70 per hour

Experience

Finance professional with significant experience in domains including Banking, Financial Modeling, & SAP ERP – FICO, while working as an 
effective team member. Demonstrated strengths working with people at all levels – customers, managers, and colleagues – with accumulated 
analytical training and coaching experience. Proven ability to manage time, oversee important projects, and prepare financial models, reports, 
and forecasts. Possess the initiative and self-motivation required to adapt to new environments and learn quickly. Approaches duties with 
focus, commitment, and diligence

Education

I am having my Masters in Business Administration and Bachelors of Engineering in Electronics & Instrumentation.

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