Miheer Shah

• Managing every aspect of the finances for the 3 service lines • Working closely with the service line leaders in providing key information to help support decision making with regards to resourcing, pricing strategy, improving job profitability etc • Challenging researchers to bring fresh insight to the financial issues being faced • Building relationships across the teams to help them manage their financials • Monthly review of actuals vs budgeted costs on projects with PM’s to assess the expected outcome • Developing and providing regular financial training to research staff • Taking an active role in pricing & costing of new/repeat projects • Producing and analysing management & KPI reports • Working with senior management on the budgeting and forecasting process • Managing the financial integrity of projects and reviewing monthly financials • Working with the central finance team to prepare the monthly management accounts • Review of processes within the team to help improve/simplify the month-end cycle • Provide guidance on the financial systems to researchers

• Monitoring all aspects of financial performance • Investigating irregularities in the financial information to ensure it is accurate • Providing finance and systems training to research staff • Providing advice and assistance to research staff on costing and price negotiations • Producing timely and accurate financial reports and information to help research staff make informed decisions • Continually reviewing, improving and implementing changes to reports and processes • A wide range of ad hoc tasks as required by the Senior Finance Business Partner • Distributing and recording cash and voucher incentives

• Interacting with existing, new and potential clients on a daily basis. • Key point of contact for general client queries. • Dealing with user queries over the phone, chat and email and ensuring that user problems are brought to a satisfactory conclusion. • Logged user issues and ensured that an investigation had been initiated. • Resolving queries with users on transactional issues. • Handled emergency situations including fraudulent transactions. • Liaised with the software developers, the operations team and the compliance team to minimise issues of user interface. • Calmly dealt with challenging issues in customer complaints department. • Development, maintenance and retention of customer relationships. • Liaising with senior management, external consultants, suppliers, etc. to ensure that relevant information is communicated effectively and on a timely basis. • Management of the back office operations within the London branch. • Ensured user chats were answered within a 5-minute timeframe. • Assisted the operations team in creating a support AI. • Assisted the International support team with disputes and queries they faced on a daily basis. • Trained new support staff, and also suggested new training methods in which support training can be improved. • Assisted in the initial chargeback process and carried out the initial compliance and AML checks.

• Balanced various accounts throughout my time at the accountancy firm. • Advised and assisted clientele on how to attract customers as well as reduce their costs. • Created balance sheets for new clients. • Through invitation I attended client meetings with senior members of the firm.

• Handled daily bank transactions such as cash deposits and withdrawals, foreign exchange, bank transfers (local and overseas) and assisted with loan applications. • Dealt with customer queries on a daily basis, which included: assisting them with their existing accounts, informing new customers about the products available, including accounts and interest rates, and managed customer complaints. • Sat in on meetings between the branch manager and business clients to discuss funding and relocating capital for the future growth and expansion of their business • Cleared and processed cheques.