Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Dona Thomas

Summary

Enthusiastic with extensive experience in customer service and financial services. Reliable and driven professional dedicated to meeting goals by processing high volumes of error-free transactions and financial reports.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Manager

Presotea
10.2021 - Current
  • Provide top-notch customer support by addressing individual needs
  • Implement strategies to enhance overall customer experience
  • Identify areas for improvement and working towards customer satisfaction goals
  • Accountable for ensuring precise reconciliation processes to uphold accurate financial records
  • Operate cash registers, manage financial transactions and balancing drawers
  • Manage inventory and ensure efficient inventory management practices.

Customer Experience Associate

Bath and Body
10.2021 - Current
  • Helped customers find specific products, answered questions, and offered product advice
  • Answered product questions with up-to-date knowledge of sales and promotions
  • Developed trusting relationships with customers by making personal connections
  • Attained Sales targets
  • Arranging merchandise for display to highlight new promos, attract customers and enhance sales
  • Managing inventory which includes receiving and stocking merchandise
  • Processed membership registrations and payments.

Analyst Tax & Accounting

C-note Tax Solutions Inc. (Tax & Consulting)
01.2023 - 04.2023
  • Personalized assistance in tax planning, compliance, and preparation of tax returns for customers
  • Analyzed financial data to identify tax-saving opportunities and minimize liabilities
  • Verified and maintained 90% accuracy of financial documents, including receipts, tax returns, and ledgers
  • Ensured the preparation of accurate tax returns by reviewing income statements and prior returns through financial analyzing, investment products, risk assessment and software implementation
  • Conducted financial analysis, reviewing financial statements and provided expert recommendations to customers
  • Collaborated with various departments including marketing, business analysis and research & development.

Business Analyst

Hello December
03.2021 - 09.2021
  • Audited internal data and processes to identify and manage initiatives to improve business performance
  • Introduced new customers and assisted in establishing commercial relationships with 20% growth on client portfolio management
  • Standardized, simplified, and automated processes using advanced Excel skills
  • Established and maintained strong interpersonal relationships and improved customer experience
  • Developed models to analyze weekly/monthly financial reports for presentation to internal management
  • Managed a portfolio for 30+ businesses with an 80% customer retention rate
  • Conducted strategic planning and management of projects
  • Monitored and prioritized company emails, delegating required tasks with 95% efficiency.

Education

Lambton College of Applied Arts And Technology
Sarnia, ON
05.2023

Bachelor of Banking and Insurance -

K.G. Joshi Bedekar College of Commerce
Mumbai, India
11.2020

Skills

  • MS Office (Word, Excel, Teams, Outlook, PowerPoint, Adobe Photoshop)
  • Technical skills for digitalized financial services
  • Analytical, Adaptable, Agile with strong attention to detail
  • Professional and Friendly Customer Service
  • Multitasking with problem-solving ability

Certification

  • Financial Analysis & Budgeting – Lambton College
  • Salesforce Essential Training – LinkedIn Learning
  • Maharashtra State Certificate in Information Technology (MS-CIT)
  • Google by Fundamentals of Digital Marketing

Timeline

Analyst Tax & Accounting

C-note Tax Solutions Inc. (Tax & Consulting)
01.2023 - 04.2023

Manager

Presotea
10.2021 - Current

Customer Experience Associate

Bath and Body
10.2021 - Current

Business Analyst

Hello December
03.2021 - 09.2021

Lambton College of Applied Arts And Technology

Bachelor of Banking and Insurance -

K.G. Joshi Bedekar College of Commerce

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Dona Thomas