Summary
Overview
Work History
Education
Skills
Key Achievements And Impact
Certification
Technical Skills
Timeline
Generic

Jaspinder Kaur

Toronto,ON

Summary

Dynamic finance and business management professional with 3+ years of progressive experience in financial strategy, advanced reporting, and executive leadership support. Proven impact through leading financial transformation projects, working with government and C-suite stakeholders, and delivering machine learning-driven financial insights. Selected in the Top 2% worldwide for Google Summer of Code 2025, with hands-on experience in machine learning in finance through innovation projects. Backed by elite credentials from Harvard, MIT, and global finance platforms.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Executive Manager, Direct Assistant to CFO & CEO

Prep Doctors
Mississauga, ON
06.2024 - Current
  • Led financial reporting with 100% accuracy, optimizing strategic decisions across departments.
  • Collaborated with the CFO on closings and analytics; supported innovation team on machine learning in finance projects, delivering data-backed solutions to improve profitability.
  • Directed high-impact projects with government agencies, ensuring timely execution and compliance.
  • Streamlined executive operations, boosting productivity by 30% via systems optimization.
  • Fostered strategic partnerships, unlocking new revenue channels and collaboration.

Client Care Manager

Hub International
Prince George, BC
04.2023 - 03.2024
  • Cultivated long-term client relationships, driving a 20% revenue growth through cross-selling and referrals
  • Managed complex policy transactions, resolving issues efficiently and improving customer satisfaction
  • Collaborated with internal teams to address escalated client concerns, ensuring seamless service

Education

Bachelor of Business Administration - Double Majors in Accounting & Finance

College of New Caledonia

Skills


▪ Executive-Level Operations and Leadership Support
▪ Machine Learning Applications in Finance
▪ Forecasting and Financial Modeling (Advanced Excel)
▪ Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
▪ Stakeholder Engagement and Government Projects
▪ Regulatory Compliance and Risk Mitigation
▪ Financial Strategy and Advanced reporting
▪ Data-Driven Decision Making

Key Achievements And Impact

  • Selected for Google Summer of Code 2025 – Top 2% worldwide applicants.
  • Delivered 11% revenue growth in under 6 months through financial strategy and team leadership.
  • Executed machine learning in finance initiatives with measurable impact at Prep Doctors.
  • Promoted within 90 days; led the top-performing team across multiple KPIs.
  • Managed complex cross-functional government projects with full compliance and stakeholder alignment.

Certification

  • CLIMB – Credential of Leadership, Impact & Management in Business – Harvard Business School
  • Foundations of Modern Finance – Massachusetts Institute of Technology (MIT)
  • Advanced Financial Reporting – Coursera
  • Financial Modeling Foundation – NASBA
  • Certified Payroll Professional (CPP) – APA
  • Project Management Foundation – PMI
  • Agile Project Management – Scrum Alliance
  • Harvard CORe (with Honors): Accounting, Economics, Analytics
  • QuickBooks Certified | Advanced Excel | Data Analytics – Coursera, LinkedIn Learning

Technical Skills

   Finance & Analysis: QuickBooks, Advanced Excel, Financial Modeling, Forecasting
Project Tools: Asana, Trello | Payroll Systems: ADP Workforce Now, Ceridian Dayforce
AI/ML Tools: Python (Basics), Excel ML Modeling, Coursera Capstones (Finance-Focused)

Timeline

Executive Manager, Direct Assistant to CFO & CEO

Prep Doctors
06.2024 - Current

Client Care Manager

Hub International
04.2023 - 03.2024

Bachelor of Business Administration - Double Majors in Accounting & Finance

College of New Caledonia

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Jaspinder Kaur