Megha Gupta

Megha Gupta

Account Processing Officer @ CIBC

About Megha Gupta

Megha Gupta is an Account Processing Officer at CIBC with a diverse background in financial services and the restaurant industry.

Currently Working at CIBC

Megha Gupta has been employed at CIBC as an Account Processing Officer since 2020. Her role in Mississauga, Ontario, involves handling various account-related processes. This position allows her to leverage her financial planning expertise and experience in customer service to enhance operational efficiency.

Past Experience at McDonald's

Earlier in her career, Megha Gupta worked at McDonald's, serving as a Crew Trainer in 2020 for 7 months, and before that as a Cashier from 2018 to 2020 in the Toronto, Canada area. These roles provided her with valuable customer service experience and the opportunity to develop strong public speaking and training skills.

Background in Financial Services

Megha Gupta's background in financial services is extensive. She was an Inbound Customer Service Representative at EXL in India for 5 months in 2018. Additionally, she served as the Head of Finance at Gramiksha from 2014 to 2017. Her proficiency with Dayforce workforce management software is notable, showcasing her capability in managing human resources and financial planning tasks.

Educational Qualifications

Megha Gupta has a solid educational background in business and finance. She completed a Postgraduate Certificate in Advance Financial Planning and another in Financial Planning and Services from George Brown College in 2020. She also holds a Bachelor of Commerce from Mody University (2014-2017), and a Senior Secondary degree in Business/Commerce from BIRLA BALIKA VIDYAPEETH BITS Pilani, Rajasthan (2012-2014).

Skills and Expertise

Megha Gupta possesses expertise in various fields, including financial planning, customer service, and human resources. She is skilled in operating Dayforce software, which is crucial for workforce management. Her strong public speaking skills are beneficial for roles that involve presentations or training. Additionally, she has experience in project management, demonstrating her ability to oversee and effectively execute projects.

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