CA Harpreet Kaur
Brampton,ON
Summary
Accomplished Accountant with more than 5 years of experience. Well versed in accounting and inventory management. Dedicated to complete knowledge of accounts and taxes for optimized customer service.
Skilled at training employees and leveraging organized approaches to handle daily planning, scheduling and customer service requirements. Forward thinking and industrious with diplomatic communication style focused on maximizing engagement and satisfaction.
Overview
7
7
years of professional experience
Work History
Bookkeeper
Best bargains
10.2022 - 02.2023
- Implemented program to create daily spreadsheets and streamline financial reporting.
- Reduced financial discrepancies by accurately managing accounting documentation.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Reconciled vendor statements to assist in monthly closings.
- Monitored loans and accounts payable to confirm payments are current.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Accessed financial information to answer questions and gather details about specific accounts.
Area Credit Head
ICICI Bank Ltd
08.2022 - 09.2022
- Reviewed and analyzed loan procedures.
- Referred delinquent accounts to collections department or outside resources.
- Recognized across organization for diligence, accuracy and contributions toward maintaining positive cash position through problem resolution.
- Attended ongoing professional training to facilitate accurate and productive.
Area Credit Manager
Axis Bank Ltd
09.2021 - 08.2022
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Monitored accounts for signs of fraud and non-payment issues.
- Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
- Reviewed and analyzed loan procedures.
- Playing leadership role. Had 5 subordinates under me.
Credit Manager, Grade: Assistant Manager
DHFL
11.2017 - 09.2021
- Handling of New CPC/Cluster as a senior CM.
- Appraise/ underwrite the loan.
- Responsible for TAT of delivering sanction letter and disbursement.
- Ensure achievements of sales target through proper planning and implementation of policy and procedures.
- Resolve customer issues and legal cases pertaining to sanction and disbursement.
- Conduct Training sessions.
- Contribute to branch profit goals.
Internal Auditor
Mahesh Timber Pvt Ltd
07.2016 - 11.2017
- Finance & Accounts-Finalization of accountsas per Accounting Standards issued byICAI
- Accountingfor various Proprietorship Businesses.
- Preparationof Form 15CB
- Filing of VariousIndividual Income Tax Returns,Excise Returns
- Preparationof One Time Settlement Proposals for Banks
- Worked onVAT Audit under Maharashtra Value Added Tax Act,2002.
Internal Auditor
G.Deep & Co, Partnership Firm
12.2015 - 06.2016
- Worked on VariousAssessment cases or matterswhich have been laid pending withIncome tax department, Service tax department
- Worked onDelhi VAT Assessment casepending with Sales Tax
- Compliance withCompany Law mattersincluding filing of forms and returns withRegistrar of Companies
- ConductedExpense Auditof an MNC company IDP Education P Ltd.
- Taxation (Direct & Indirect Tax)- Compliance with Tax Deduction Collected at sourceprovisions, Service Tax compliance, Verification of Returns
- Tax Auditof Corporates.
Education
Chartered Accountants - Finance And Accounting
Institute of Chartered Accountants of India
New Delhi, India05.2016
Master Of Commerce - Commerce
Kurukshetra University
Kurukshetra, India05.2013
Bachelor Of Commerce - Commerce
Kurukshetra University
Kurukshetra, India05.2011
Skills
- Sales Support
- Proactive and Focused
- Employee Training
- Fraud Understanding
- Customer Discussions
- Word Processing
- Customer Proposals
- Customer Relations
- Time Management
Timeline
Bookkeeper
Best bargains
10.2022 - 02.2023
Area Credit Head
ICICI Bank Ltd
08.2022 - 09.2022
Area Credit Manager
Axis Bank Ltd
09.2021 - 08.2022
Credit Manager, Grade: Assistant Manager
DHFL
11.2017 - 09.2021
Internal Auditor
Mahesh Timber Pvt Ltd
07.2016 - 11.2017
Internal Auditor
G.Deep & Co, Partnership Firm
12.2015 - 06.2016
Chartered Accountants - Finance And Accounting
Institute of Chartered Accountants of India
Master Of Commerce - Commerce
Kurukshetra University
Bachelor Of Commerce - Commerce
Kurukshetra University
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