Kitchener, Ontario, Canada
I am a client-focused finance professional with 4+ years of experience in financial services, operations, and customer account support. I specialize in resolving billing inquiries, processing payments and account updates, and completing financial transactions with accuracy and adherence to compliance standards. My background includes reconciliations, audit support, financial reporting, and identifying account discrepancies to improve data quality. Skilled in QuickBooks, Xero, Salesforce, Tally, and Advanced Excel, I combine strong analytical ability with excellent client-service skills. As a CSC-certified professional with experience advising clients on financial products, service options, and payment solutions, I am committed to delivering an exceptional customer experience and supporting efficient, compliant financial operations.
• Support customers with billing inquiries, payments, account resolutions, payment arrangements and financial solutions while delivering empathetic, high-quality service. • Assess customer financial situations to recommend suitable payment arrangements, settlement options, and restructuring solutions in line with compliance guidelines. • Accurately process payments, adjustments, credits, and account updates while adhering to regulatory and quality standards. • Maintain detailed documentation and comply with internal policies, privacy standards, and quality assurance requirements.
• Picked, packed, and prepared customer orders accurately while meeting high-volume productivity targets. • Used handheld scanners and warehouse systems to track inventory and order movement in real time. • Performed quality checks to ensure correct items, quantities, and packaging standards were met. • Followed safety procedures and collaborated with team members to meet daily shipping deadlines.
• Provided friendly, customer-focused service by assisting shoppers with product selection, sizing, and promotions. • Processed cash, debit, credit transactions, exchanges, and refunds accurately using POS systems. • Resolved customer questions and concerns professionally to ensure a positive in-store experience. • Supported inventory replenishment, merchandising, and store organization to maintain sales-ready floors.
• Prepared and analyzed cost reports and budgets for major clients including Netflix and Amazon. • Identified cost-saving opportunities and implemented budget control measures to improve financial efficiency. • Supported audit engagements by reviewing financial records, budgets, and compliance documentation. • Presented financial insights and recommendations to senior management to support decision-making. • Collaborated cross-functionally to streamline financial processes and improve reporting accuracy.
• Prepared financial statements in compliance with accounting standards and regulatory requirements. • Supported statutory, income tax, GST, VAT, and internal audits with high compliance accuracy. • Managed accounts payable and receivable, improving cash flow through timely reconciliations and follow-ups. • Performed journal entries, ledger maintenance, and bank reconciliations to ensure financial accuracy and transparency. • Reduced processing errors and resolved invoice discrepancies through strong attention to detail.