Summary
Overview
Work History
Education
Skills
Languages
Websites
Affiliations
Timeline
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Ishween Kaur

Winnipeg,MB

Summary

Highly motivated and detail-oriented Financial Analyst with experience in financial analysis, reporting, and budgeting. Successfully completed Bachelor of Commerce (Hons.) in Finance and Supply Chain Management from University of Manitoba. Possess exceptional communication and interpersonal skills with a proven ability to work independently and as part of a team. Employs notable problem-solving skills in fast-paced environments, proficiently working through challenges. Adds value to any organization in need of great collaboration, adaptability and multitasking abilities.

Overview

5
5
years of professional experience

Work History

JUNIOR FINANCIAL ANALYST

PRICE INDUSTRIES LTD.
Winnipeg, MB
03.2023 - Current
  • Conducted in-depth analysis of financial statements, assessing financial performance and identifying areas for improvement.
  • Utilized advanced Excel functionalities to prepare financial analyses, presenting insights through charts and graphs for clear visualization.
  • Acquired proficiency in automation tools such as Excel (formulas and pivot tables) and Power BI to streamline monthly and quarterly analysis.
  • Assisted in budget preparation process by analyzing historical data, researching latest industry trends, and developing projections based on expected business growth.
  • Responsible for the configuration of SAP Concur system for expense management of various companies. Produced audit reports for month end analysis to comply with budget and optimize spending.
  • Assist in the preparation of travel and meals expense policies, conducting audits to enforce compliance and processed expenses for employees.
  • Coordinated with other departments regarding month-end close activities such as journal entries and variance analysis to their budget.

SALES SPECIALIST

4L COMMUNICATIONS INC.
Winnipeg, MB
10.2021 - 04.2023
  • Develop customized sales techniques to successfully sell and upsell services to new and existing clients.
  • Foster relationships with customers to expand customer base and retain business.
  • Cultivate professional client relationships by asking appropriate questions, identifying needs and providing insightful product information.
  • Exceed sales goals by over 200% using consultative sales talents and effectively explaining programs and services to generate interest.
  • Develop targeted lists and new business opportunities, accelerating the sales process to achieve results.

SALES SPECIALIST

EMPOWERED COMMUNICATIONS INC.
WINNIPEG, MB
11.2018 - 12.2020
  • Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
  • Answered product questions with up-to-date knowledge of sales and promotions.
  • Created successful strategies to develop and expand customer sales.
  • Placed orders and answered customer questions in person, through email and over the phone to maximize customer service.
  • Drove substantial sales through suggestive selling and by promoting add-on purchases.
  • Researched competitors and other key facets to better understand current market trends.

Education

Bachelor of Commerce (Honors) - Finance and Supply Chain Management

Asper School Of Business, University of Manitoba
Winnipeg, MB
01-2023

Skills

  • Proficient in Microsoft Office Suite including: MS Word, Excel and PowerPoint
  • Power BI, Adobe Software
  • SAP Concur
  • Financial analysis
  • Expense, revenue and variance analysis
  • Budget preparation and forecasting
  • General ledger journal entry
  • Account Reconciliation
  • Report Preparation
  • Self-motivated professional
  • Interdepartmental Coordination

Languages

English
Full Professional
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual

Affiliations

Outside of my duties, I enjoy travelling, staying active through exercise and dancing. Additionally, I find fulfillment in giving back to my community through volunteering and supporting those in need as much as I can.

Timeline

JUNIOR FINANCIAL ANALYST

PRICE INDUSTRIES LTD.
03.2023 - Current

SALES SPECIALIST

4L COMMUNICATIONS INC.
10.2021 - 04.2023

SALES SPECIALIST

EMPOWERED COMMUNICATIONS INC.
11.2018 - 12.2020

Bachelor of Commerce (Honors) - Finance and Supply Chain Management

Asper School Of Business, University of Manitoba
Ishween Kaur