Urmi Desai
About Urmi Desai
Urmi Desai is a Senior Financial Service Representative III at CIBC, specializing in small business banking in Toronto, Canada. She has a diverse background in financial services and holds a Master of Commerce degree, as well as qualifications as a Chartered Accountant and Company Secretary in India.
Title
Urmi Desai is currently serving as a Senior Financial Service Representative III in Small Business Banking at CIBC. This role has been held since 2019 and is based in Toronto, Canada.
Company
Urmi Desai works with CIBC, a leading North American financial institution. In this role, she focuses on providing financial services to small business clients. Her tenure at CIBC includes a previous position as a Financial Services Representative II, which she held from 2016 to 2019 in Edmonton, Canada.
Education and Expertise
Urmi Desai holds a Master's degree in Commerce from Gujarat University, specializing in Accountancy, Audit, Finance, Costing, and Management. She is a Chartered Accountant and Company Secretary, with credentials from The Institute of Chartered Accountants of India and the Institute of Company Secretaries of India, respectively. Additionally, she has earned a CPA PREP certification from CPA Ontario, reflecting her proficiency in Accounting and Finance.
Background
Urmi Desai has a diverse background in financial services, with experiences ranging from roles such as Financial Services Representative and Bookkeeper to managerial positions in corporate compliance and financial reporting. She has worked in both Canada and India, providing her with a broad perspective on financial operations across different regulatory environments. Previous employers include Aramark Canada Ltd., Omnix Industries Ltd., Ricasil Ceramic Industries Ltd., and Armee Infotech.
Achievements
Urmi Desai has over five years of experience in financial accounting and analysis. She has helped clients achieve their financial goals through credit and investment planning. Her career spans various roles and responsibilities, providing a solid foundation in corporate compliance, financial reporting, and account management.