Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Gurleen Kaur

VANCOUVER,BC

Summary

Organized and meticulous accountant with expertise in managing accounts payable and receivable. Skilled in financial reporting and reconciliation, ready to leverage strong attention to detail and communication skills to enhance financial operations. Experienced in creating timely journal entries and managing accounts to drive financial accuracy.

Overview

8
8
years of professional experience

Work History

Acccountant

AMC Insurance Service
Surrey, BC
05.2024 - Current
  • Manage accounts receivable and payable, reconciled bank statements, and prepared financial reports.
  • Create journal entries accurately and timely for month end close processes.
  • Conduct reconciliations of bank statements and general ledgers.
  • Handling and reconciling intercompany accounts with related parties and subsidiaries.
  • Prepare producer and employee commission statements and ensure timely electronic payments to various vendors and insurance companies
  • Use accounting software "The Brokers Desktop" and Epic-applied systems to maintain and balance financial records
  • Work with external accountant to prepare review engagements.
  • Monitor cash flows and prepare weekly cash projections.

Front End Manager

Walmart Supercentre
Delta, BC
11.2022 - 02.2024
  • Supervised front-end operations and ensured efficient customer service delivery.
  • Trained and mentored staff on cash handling and customer interaction techniques.
  • Resolved customer complaints promptly to maintain satisfaction levels.
  • Handled payment processing and provided customers with receipts and proper bills and change.

Senior Operations Analyst

Natwest Groups
India, Gurugram
09.2018 - 09.2022
  • Collaborated with engineering and technical teams to develop automation tool, streamlining processes and resolving design issues.
  • Proactively identified and assessed project risks, devising effective mitigation strategies to ensure successful project outcomes.
  • Collaborated with cross-functional teams to implement strategic initiatives, enhancing operational efficiency.
  • Facilitated training sessions on system updates and process changes, improving staff proficiency and adaptation.
  • Achieved Service level agreement (SLA) and upheld internal and external regulatory standards through tool audits.

Education

MBA - Finance

University Canada West
Vancouver
12-2023

Bachelors in Commerce - Accounts

University of Delhi
Delhi, India
07-2018

Skills

  • Financial reporting
  • Journal entry creation
  • Account reconciliation
  • Year-end close
  • Accounts payable
  • Cash flow monitoring
  • Accounting software proficiency- EPIC (Applied Systems), The brokers desktop
  • Accounting software use
  • MS office suite

Languages

Hindi
Full Professional
Punjabi
Full Professional

Timeline

Acccountant

AMC Insurance Service
05.2024 - Current

Front End Manager

Walmart Supercentre
11.2022 - 02.2024

Senior Operations Analyst

Natwest Groups
09.2018 - 09.2022

MBA - Finance

University Canada West

Bachelors in Commerce - Accounts

University of Delhi
Gurleen Kaur