BHAVNEET KAUR
Calgary,Canada
Summary
Detail-oriented and proactive accountant with over 2 years of experience in Accounts Receivable (AR), billing, and account reconciliation. Adept at managing customer relationships, resolving billing inquiries, and driving process improvements. Strong analytical and communication skills, with a proven ability to collaborate with cross-functional teams, including sales and customer success, to improve collections and streamline financial operations. Skilled in automation and process optimization, with a knack for quickly adapting to new environments. Committed to delivering accurate financial reporting and enhancing team efficiency in dynamic and fast-paced settings.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Accountant
Pavitt Inc
05.2024 - 09.2024
- Managed the full AR function, including tracking customer payments, applying payments accurately, resolving discrepancies, and reducing overdue accounts through proactive customer outreach. Improved payment collection efficiency by 15% through relationship-building and consistent follow-ups.
- Handled billing inquiries and disputes with clients professionally, maintaining positive relationships while ensuring timely resolution of payment issues. Utilized strong communication skills to liaise between clients and internal teams to resolve any discrepancies in a timely manner.
- Improved financial accuracy by reconciling accounts receivable ledgers and resolving discrepancies.
Operational Accountant
Zayzoon Inc
11.2023 - 05.2024
- Reconciled accounts and resolved both internal variances and discrepancies in external documentation in Dynamics 365
- Spearheaded high-volume account reconciliations for 30+ accounts, analyzing thousands of transaction lines in Excel; identified and resolved discrepancies, to ensure accuracy by 15% improvement to effectively Communicate financial data
- Monitored outstanding invoices and ensured the timely collection of payments. Actively followed up on overdue accounts, working closely with clients to resolve payment delays and negotiate payment terms when necessary.
Accountant
Polyrheo Inc
07.2022 - 06.2023
- Directed end to end expense reports, recording transactions, and facilitated prompt resolving discrepancies to uphold financial accuracy and reconciliation; leveraged expertise in financial analysis to optimize budget allocation and reduce operational costs by 15%
- Implemented a rigorous SAP integration plan for three subsidiaries and two acquisitions, leading to a 30% increase in operational efficiency and a 25% decrease in error rates
- Executed complete invoicing process from inception to fulfilment and settlement of accounts, managing sales and purchase orders to drive swift customer and vendor ACH transactions, which enhanced financial efficiency and reduced outstanding invoices by 25%
- Managed Accounts Payable & Accounts Receivable processes, leading the adoption of digital invoicing systems that slashed invoice processing time by 50%
Customer Sales Representative
IO Solutions
01.2022 - 03.2022
- Engineered structured explanation of billing phases, product mix, and service spectrum; adeptly utilized scripted and improvised open-ended questioning to unearth customer needs, requirements, and expectations, culminating in a 15% increase in customer retention rates
- Facilitate customers in identifying suitable products based on individual specifications and regulatory mandates, leading to a 15% increase in cross-selling opportunities and 20% growth in customer referrals.
Executive Assistant to the Chief Executive Officer
Beyond Outsourcing
01.2020 - 08.2021
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Collaborated with the finance department to track and manage AR, including monitoring outstanding balances, following up with clients on overdue payments, and ensuring proper application of payments to client accounts.
- Served as a point of contact for clients regarding billing inquiries and disputes, providing swift resolutions while maintaining positive client relationships. Ensured a high level of customer service during all billing interactions.
Education
Diploma - International Business Management
Avalon College
Montreal, Canada08.2023
Master of Commerce - HR & Finance
Panjab University
Chandigarh12.2020
Bachelor of Commerce -
Panjab University
Chandigarh08.2018
Skills
Technical Skills Additional Skills
Core Skills
- Analytical & Problem-Solving Skills: Analytical Problem Solving, Data Analysis, Account Reconciliation,Financial Reporting, Accounting Principles, Acute Attention to Detaill, Bank Reconciliation
- Communication & Customer Service Skills: Exceptional Customer Service, Communication Skills , Leadership , Project Management , Teamwork, Eager to Learn
- Accounting & Financial Tools: QuickBooks, SAP Business One
, Microsoft Dynamics Business 365, Netsuite, Microsoft Excel, Salesforce , Sage - Data Analysis & Visualization: Tableau, Power BI, SQL, Looker Studio
- Project Management & Collaboration Tools: Slack, JIRA, Confluence, Monday, Microsoft Visio, Microsoft PowerPoint
- Marketing & Design Tools: Marketing and Advertising, Social Media Management, Website Designing, Canva
Certification
- Personal Finance (McGill University)
- Google Ads Display Certification (Google)
- Entrepreneurship and Skill Development Workshop (Panjab University)
- Digital Marketing completion certificate (Google)
- Intuit Bookkeeping Professional Certificate
- Business Analyst (Microsoft)
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Additionalinformation
Immediate, Customer Sales Representative
Personal Information
Title: Accountant
Volunteer Experience
- Private Tutor, Provided free tutoring to underprivileged children and those struggling academically. Developed personalized lesson plans tailored to improve performance in subjects such as mathematics and Science. Helped students overcome academic challenges, rebuild self-esteem, and achieve better grades, fostering a positive and supportive learning environment.
- College Representation, Represented College in Youth festivals and various competitions in Poetry writing & Reciting Competitions and won prizes & Awards. Participated in various Poetry Radio Shows.
Projects
Website User Experience Enhancement, Led the overhaul of Pacific Imports' Curry Karim website, elevating user interaction and brand engagement; Introduced targeted enhancements resulting in a notable 55% increase in user engagement and brand reinforcement. Digital Strategy and Engagement Initiative, Orchestrated a successful digital engagement campaign across advertising platforms and Google, Meta, Ueat, and Skip the Dishes, enhancing customer interaction by 50% through consistent content and promotional activities. Market Research and Competitor Analysis Study, Conducted detailed market analysis to pinpoint new business opportunities and understand competitive dynamics within the industry, laying the groundwork for informed strategic decision-making and website design & features for Wholesome by WH SAP System Integration and Acquisition Project, Polyrheo Inc: Led the data migration effort from systems, including Sage, to SAP, guaranteeing data accuracy and consistency across the organization. Designed and streamlined a tailored training program for employees. QuickBooks Bookkeeping and Cleanup Project - Club Ceramic, Orchestrated a comprehensive cleanup and restructuring of QuickBooks accounts for clients, ensuring accurate financial recording and up-to-date records. Performed detailed bank reconciliations and generated financial reports to facilitate analysis. Power BI Dashboard, Created interactive Power BI dashboard to track and analyze online sales data. Marketing Presentation, Successfully delivered an engaging marketing presentation to Pratham US stakeholders, outlining the strategic allocation of the marketing budget for Pratham India's NGO initiatives. Business Startup Project, Launched a clothing business from the ground up, including designing a website, generating sales, managing digital marketing campaigns, and overseeing inventory. Additionally, personally designed the clothing line.
Timeline
Accountant
Pavitt Inc
05.2024 - 09.2024
Operational Accountant
Zayzoon Inc
11.2023 - 05.2024
Accountant
Polyrheo Inc
07.2022 - 06.2023
Customer Sales Representative
IO Solutions
01.2022 - 03.2022
Executive Assistant to the Chief Executive Officer
Beyond Outsourcing
01.2020 - 08.2021
Diploma - International Business Management
Avalon College
Master of Commerce - HR & Finance
Panjab University
Bachelor of Commerce -
Panjab University
Similar Profiles
Craig DicksonCraig Dickson
Heavy Equipment Technician at Element Technical ServicesHeavy Equipment Technician at Element Technical Services
Simran MadanSimran Madan
Site Operations Manager at DoorDashSite Operations Manager at DoorDash
Aleksandra OvchinnikovaAleksandra Ovchinnikova
Office Administrator at 2473240 Alberta LTDOffice Administrator at 2473240 Alberta LTD
ANNA ZANELAANNA ZANELA
Accountant (Audit & Financial Reporting) at CML PropertiesAccountant (Audit & Financial Reporting) at CML Properties
Muneer JamalMuneer Jamal
Accountant at Pee Pee Tyres and TradersAccountant at Pee Pee Tyres and Traders