Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic
Harmit Kaur Basra

Harmit Kaur Basra

Scarborough,Canada

Summary

Highly qualified professional with over 7 years of experience in finance, accounting, data analysis, business intelligence, and training. Energetic, personable and results oriented strategic thinker with a track record of success. Skilled communicator committed to excellence within a team environment. Areas of expertise and strength encompass: management, financial reporting, budget management, data modelling and analysis. Furnish insights, analytics and business intelligence used to advance opportunity identification, process reengineering and corporate growth. Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

10
10
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Financial Analyst

AlertDriving
Toronto, ON
04.2022 - Current
  • Controlling finance department Reporting, analysis, and forecast structure along with guidelines from Chief Financial Officer (CFO)
  • Perform the periodic & year-end reconciliation process and assist in year-end audit procedure with internal and external auditors
  • Provide analytical aid to the directors and account executives in the development of the team’s yearly budget and forecast pipeline through supplemental reporting information based on requirements
  • Participate in a periodic operational review meeting with a sales executive, and the channel partners to ensure their financial goals and strategies are achieved
  • An integral part of the budget and forecast preparation team to provide insights and recommendation to identify ways to close gaps and meet financial goals through ensuring accuracy and integrity of reporting information
  • Analyze large and complex data sets, performing analyses, reconciliations and projections using Excel Power Query and Power BI to visualize the data to create immersive dashboards and reports that provide actionable insights and drive business results.
  • Prepared detailed reports and presentations for senior management and stakeholders, providing key insights into the company's financial position

Administrative Officer

Royal Employment Services
North York, ON
01.2020 - 08.2021
  • Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
  • Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
  • Consulted with company management to assess requirements and develop operational enhancements to streamline processes and increase team performance. Innovative process improvement ideas which led to higher productivity
  • Developed and maintained an up-to-date database of customers, vendors and contacts, resulting in improved customer service
  • Coordinated office events and meetings, resulting in a successful team-building environment
  • Created an automated workflow process that reduced administrative tasks by 50%, allowing for faster completion of daily hours.
  • Answered customer inquiries in a timely and professional manner, resulting in an increase customer satisfaction rate

Financial Analyst

Nomura Services India Pvt. Ltd
08.2015 - 12.2017
  • Well versed with handling brokerage settlement for Repurchase agreements and Bonds
  • Performed trade reconciliations to ensure that record-keeping system accurately reflect investment positions which includes identification of trades, resolving discrepancies, rate validation and paying brokerage
  • Processed monthly payment runs to ensure smooth functioning of business
  • Analysed monthly/yearly volume per trading desk and liaised with them to explain risk and movements in their profit and loss account
  • Generated, analysed and published various MIS reports and dashboards for the management
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.

Analyst

Eclerx India Pvt Ltd (Client: Barclays Bank)
Mumbai, Maharashtra
10.2013 - 08.2015
  • Reviewed the daily request through mails or calls and resolve the queries on a daily basis
  • Initiated and got the give up agreements for execution/clearing/In-house and LME/EFP business agreements
  • Coordinated with onshore team, client, prime brokers and various inter departments to ensure daily, weekly and monthly packages accurately delivered within time limit
  • Identified and resolved problems through root cause analysis and research. Recommended process improvements to continually identify, analyze and fix constraints and challenges.
  • Validated results and performed quality assurance to assess accuracy of data.
  • Evaluated staff performance and provided coaching to address inefficiencies.

Education

Bachelor - Business Administration

Guru Nanak Institute of Management Studies
06.2009 - 06.2012

Post Graduate Diploma - Financial Planning And Strategic Management

Centennial College
Scarborough
05.2018 - 08.2019

Skills

    Excellent attention to detail

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Certification

Tableau Desktop Specialist

Accomplishments

Revenue Optimization: Through careful analysis and insightful recommendations, I identified a critical issue in the revenue-generating process that had previously gone unnoticed. By working collaboratively with cross-functional teams, I helped develop and implement a new process that addressed the issue and ultimately resulted in $200,000 in additional revenue for the Company. This solution not only led to immediate financial gains, but also helped the Company avoid similar issues in the future and improved the overall efficiency and effectiveness of its revenue-generating initiatives.

Successful Retrieval of Overdue Payments: Successfully managed and reduced outstanding accounts receivable by implementing a streamlined billing process, resulting in an 80% reduction in overdue accounts in just 8 months.

Enhanced productivity by saving time: Automated a manual process which led to 2.5 hour saved every day which were then utilized to perform other tasks.

Generated Contra Revenue: As part of my responsibilities, I proactively reviewed the trades executed by brokers and identified instances where clients were charged incorrectly. By working closely with the brokers and clients, I successfully resolved these discrepancies, resulting in a contra revenue of $65,000. This achievement represented the highest amount of contra revenue generated during that time period and demonstrated my ability to effectively manage complex financial transactions while maintaining a high level of attention to detail.

SPOT Award thrice a year at Eclerx India Pvt Ltd.: Received awards for excellent performance thrice a year for learning the process in 15 days and taking over the responsibility and performing very efficiently.

Timeline

Tableau Desktop Specialist

09-2022

Financial Analyst

AlertDriving
04.2022 - Current

Administrative Officer

Royal Employment Services
01.2020 - 08.2021

Post Graduate Diploma - Financial Planning And Strategic Management

Centennial College
05.2018 - 08.2019

Financial Analyst

Nomura Services India Pvt. Ltd
08.2015 - 12.2017

Analyst

Eclerx India Pvt Ltd (Client: Barclays Bank)
10.2013 - 08.2015

Bachelor - Business Administration

Guru Nanak Institute of Management Studies
06.2009 - 06.2012
Harmit Kaur Basra