Summary
Overview
Work History
Education
Skills
Certification
Project
Timeline
CustomerServiceRepresentative

Harjot Kaur

London,Ontario

Summary

QuickBooks Online ProAdvisor, currently looking for entry- level positions in accounting. I have intermediate to advance knowledge of excel, general accounting principles ranging from accounts payable and receivable systems to financial statements, preparation, and analysis, along with expertise in QuickBooks.

Overview

1
1
Certification

Work History

Customer Service Representative

Cocentrix
London, ON
11.2022 - 02.2023
  • Collaborated with senior management on multiple functions such as customer success and satisfaction, increased survey submission from 50% the previous month to 65% by identifying the pain points of customer’s feedback.
  • Generated reports by logging the case with accurate data, and documentation and reconciled customer complaints and queries by focusing on time management and attention to detail.
  • Utilized various software and applications to service 60+ clients daily, worked with the team, communicated, and resolved issues related to accounts, billing, funds, and credit and debit cards through emails and phone.

Education

Post Graduate Certificate - Business Management

Fanshawe College
London, ON
04.2022

Bachelors of Commerce - Accounting

Khalsa College
Punjab, India
05.2019

Skills

  • Report Creation
  • Credit Card Payment Processing
  • Customer Data Confidentiality
  • Data Entry
  • QuickBooks
  • MS Office ( word, excel, power bi)
  • Accounting
  • SAP ERP
  • Accounts receivable and payable
  • Financial Analysis
  • Analytical Skills

Certification

  • QuickBooks Online ProAdvisor
  • Intuit Bookkeeping Professional Certificate
  • SAP ERP Essential Training

Project

Getting Started Power BI Desktop

  • Collaborated with the instructor in real time using cloud based software( Microsoft Power BI desktop) to create interactive dashboard for a company's sales and marketing team.
  • Analyzed and imported data from multiple sources, cleaned and transformed the data, created relationships between the datasets, and developed interactive visualization and reports that were easily accessible to end-users.
  • Provided an easy-to-use interface fo the team to explore their data and identify trends and patterns that could be used to inform strategic decisions.
  • Demonstrated my expertise in using Microsoft Power BI for data visualization and my ability to deliver high- quality projects that met the needs of stakeholders.

Creating a Budget with Microsoft Excel

  • Created a budget spreadsheet to manage monthly expenses and income for an organization using formulas to calculate totals and update the budget automatically, created charts to visualize the data, and used conditional formatting to highlight areas of over or under- spending.
  • Provided a clear and concise overview of the organization's financial status, enabling the team to identify areas for cost- cutting and track progress towards financial goals.
  • Demonstrated my expertise in using Microsoft Excel for budget management and my ability to deliver high-quality projects within a specified timeframe.

Timeline

Customer Service Representative

Cocentrix
11.2022 - 02.2023

Post Graduate Certificate - Business Management

Fanshawe College

Bachelors of Commerce - Accounting

Khalsa College
Harjot Kaur