Toronto, Ontario, Canada
Former Accounts executive with a total of 3 years of work experience and a strong educational background in Accounting & Finance. I am a detail-oriented graduate who has substantial experience in preparing financial reports , cash flow statements, performing bank audits, etc. Skilled in Microsoft office Suite (PowerPoint, Word, Excel), Outlook, Google sheets, Slides, etc. Knowledge & experience in QuickBooks online, Tally ERP.9, Adobe.
- Performed financial assessments on consumers and business accounts and then placed them in the appropriate program for debt repayment. - Analysed accounts, interpreted summaries and implemented agreed upon plans to manage client portfolios. - Assisted clients by proposing solutions to address their financial goals. - Completed credit and loan documentation - Reviewed and updated credit and loan files
- Researched and answered questions regarding account status, assisting as a personal financial advisor over the phone. - Negotiated, planned and assisted consumers with correct payment resolutions on one or multiple credit card accounts. - Consistently provided efficient and friendly customer service by assessing client concerns, offering them with appropriate solutions, or escalating issues to the right department when needed.
- Prepared and presented comprehensive financial statements, including income statements, balance sheets, general ledger and cash flow statements. - Conducted inspection of mutual funds on behalf of SEBI - Managed Labor law compliances. - Accurately processed payroll for employees, ensuring on-time and error-free payments - Performed audits of private sector and public sector clients. - Conducted comprehensive bank audits on behalf of the Reserve Bank of India (RBI).