ARTI KADEKAR
Prince George
Summary
Detail-oriented Accounting Student seeking full-time summer employment at Pateman Management Ltd to apply academic knowledge in accounting and finance while providing administrative support. Eager to contribute to a supportive team environment and gain valuable experience in a professional setting.
Overview
8
8
years of professional experience
Work History
Customer Experience Executive
Scotiabank
07.2023 - Current
- Responsible for branch balancing, ABM balancing, compliance, regulatory operations, record retention, ordering money for branch operations, and approving complex transactions over teller limits.
- Refers customers to banking specialists based on specific financial needs (home loans, investments, CDs, etc.)
- Connects customers through referrals to specialists with purpose of enhancing customers’ lives.
- Upsells customers on new financial accounts and instruments based on client goals.
Client Service Representative
H&R Block Tax Services (SEASONAL)
01.2023 - 04.2023
- Responded to customer calls and emails to answer questions about products and services.
- Educated customers about billing, payment processing, and support policies and procedures.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Dealt with handling client payments, refunds etc.
- Maintained and managed customer files and databases.
Accounting and Taxation Executive
Gosavi Associates
03.2019 - 07.2022
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Prepared working papers, reports and supporting documentation for audit findings.
- Tracked funds, prepared deposits and reconciled accounts.
Accounting Intern
RSKP & Associates Chartered Accountant
02.2016 - 11.2018
- Daily duties included filing and light accounting.
- Updated and maintained accounting journals, ledgers and other records detailing financial business transactions.
- Provided financial and administrative support to the organization, including Accounts Receivable/Accounts Payable duties and payroll assistance.
- Collaborated with team members to prioritize workload and ensure tasks were completed accurately and efficiently.
Education
Post Baccalaureate Diploma - Accounting
College of The New Caledonia
Prince George, BC05.2025
MBA - Accounting And Finance
ASHOKA SCHOOL OF OPEN LEARNING
India04.2021
Bachelor of Commerce - Finance
PUNE UNIVERSITY
India05.2016
Skills
- Accounting and Billing
- Flexible Hours
- Strong Communication and Interpersonal Skills
- Error Verification
- Office Administration
- Word Processing
- Document Management and Storage
- Email Communication
Timeline
Customer Experience Executive
Scotiabank
07.2023 - Current
Client Service Representative
H&R Block Tax Services (SEASONAL)
01.2023 - 04.2023
Accounting and Taxation Executive
Gosavi Associates
03.2019 - 07.2022
Accounting Intern
RSKP & Associates Chartered Accountant
02.2016 - 11.2018
Post Baccalaureate Diploma - Accounting
College of The New Caledonia
MBA - Accounting And Finance
ASHOKA SCHOOL OF OPEN LEARNING
Bachelor of Commerce - Finance
PUNE UNIVERSITY
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