Harveen Kaur
Summary
Detail-oriented professional with a background leveraging Chartered Financial Analyst Level 1 credential, ready to take on added responsibilities, drive results and reduce company losses. In-depth understanding of financial products. A key team member with strong analytical, organizational, and customer service skills, quick adaptability, flexible, and efficient in a fast-paced environment. Capable of team and individual unsupervised work. .
Overview
1
1
year of professional experience
Work History
Store Associate
Winners TJX
03.2023 - Current
Accomplishments:
- Successfully implemented promotional strategy to generate awareness regarding advantages of acquiring company membership resulting in 30% increase in sign-ups.
- Made significant contributions to Loss Prevention Program by detecting ineligible returns resulting in reduction of losses exceeding $300
- Acknowledged for delivering exceptional customer service and catered to over 50 customers daily.
- Added value by actively participating in company-sponsored fundraising initiative 'Find Your Stride' dedicated towards empowerment of less privileged women and accumulated a sum of $200 in donations
- Worked cross-functionally across multiple operational departments, gaining in-depth knowledge of key areas and ensuring compliance with company policies.
- Supported management team with training of new recruits.
Education
Post Graduate Certificate - Financial Services Compliance Administration
Seneca College of Applied Arts And Technology
North York, ON04.2024
Post-Graduate Certificate - Financial Planning
Seneca College of Applied Arts And Technology
North York, ONSkills
- POS System Operations
- MorningStar for Investment Portfolio Analysis
- Naviplan for Financial Planning
- Advanced MS Excel with Vlookup, Pivot Tables
- Financial Budgeting & Analysis
- Strong Communication & Interpersonal Skills
- Sales & Marketing
- Customer Service
Projects
- Covid-19 Tracker Dashboard- to view the impact of Covid-19 outbreak in 2020 by analyzing data.
Advanced Excel tools: Slicers, Data validation, Map integration, Pivot tables, Vlookup
- Market Researcher, Karwaan, University Fest
Analyzed market. Developed a budget for allocation of expenses. Raised over 15% of funds.
Certifications & Qualifications
- Chartered Financial Analyst, CFA- Level 1 cleared
- Equity Research - Training and Internship- Equivaluesearch
- Quickbooks Pro Training - entering invoice data and managing company books
- Corporate Financial Statement Analysis- LinkedIn Learning
- Financial Analysis & Modelling - udemy
- Financial Accounting, Alternative Investments, Derivatives, Asset Allocation, CAPM, GAAP and IFRS compliance guidelines, Financial Data Analysis, Accounts Reconciliation
Timeline
Store Associate
Winners TJX
03.2023 - Current
Post Graduate Certificate - Financial Services Compliance Administration
Seneca College of Applied Arts And Technology
Post-Graduate Certificate - Financial Planning
Seneca College of Applied Arts And Technology
Similar Profiles
Majeed GullabzadaMajeed Gullabzada
Sales Associate at Winners (TJX Companies Inc.)Sales Associate at Winners (TJX Companies Inc.)
Jasmeet Singh SainiJasmeet Singh Saini
Customer Service Coordinator at Winners (TJX Canada)Customer Service Coordinator at Winners (TJX Canada)
Zunaim RahmanZunaim Rahman
Cashier/Store Associate at Winners - TJX CanadaCashier/Store Associate at Winners - TJX Canada
Rumbi KawadzaRumbi Kawadza
Store Associate at Winners TJXStore Associate at Winners TJX
Ashley GonzalezAshley Gonzalez
Store Associate at In-N-Out BurgerStore Associate at In-N-Out Burger