Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jaspreet Kaur

Calgary

Summary

Experienced finance professional in accounts receivable. Proven track record in managing collections, resolving discrepancies, and optimizing cash flow. Strong focus on team collaboration, adaptability, and achieving results. Skilled in aging reconciliation, training and maintaining customer relationships with high standards. Reliable and flexible in responding to changing business needs.

Overview

8
8
years of professional experience

Work History

Accounts Receivable Team Lead

TForce Freight
09.2022 - Current
  • Led accounts receivable team in managing invoice processing and collections strategies.
  • Mentored junior staff on best practices for account management and customer communication.
  • Optimized cash flow through timely follow-up on outstanding invoices and customer inquiries.
  • Implemented process improvements that enhanced accuracy in billing and reduced discrepancies.
  • Coordinated cross-departmental efforts to resolve billing issues, improving client satisfaction rates.
  • Analyzed financial data to identify trends and develop strategies for reducing outstanding receivables.
  • Developed training materials to enhance team knowledge of accounting software and procedures.
  • Identified opportunities for process improvements and successfully implemented them, resulting in reduced errors and increased efficiency.
  • Served as a key point of contact for external customers, addressing inquiries and resolving issues professionally and effectively.
  • Managed complex problem-solving for upper management in order to complete projects on-time.
  • Negotiated payment arrangements with customers to establish timely receipt of payments.

Senior Accounts Receivable Specialist

TForce Freight Inc
04.2022 - 08.2022
  • Managed invoicing processes, ensuring timely and accurate billing for freight services.
  • Reconciled accounts receivable discrepancies, enhancing accuracy in financial reporting.
  • Streamlined collection procedures, improving cash flow and reducing outstanding debts.
  • Trained junior staff on best practices for accounts receivable management and compliance.
  • Collaborated with cross-functional teams to resolve customer payment issues efficiently.
  • Analyzed aging reports to identify trends and implement proactive collection strategies.
  • Developed and maintained relationships with key clients to facilitate prompt payments.
  • Liaised with external auditors during annual reviews by providing necessary documentation related to accounts receivable activities.
  • Trained junior staff members on best practices for managing accounts receivable processes effectively, enhancing overall team performance.
  • Negotiated payment plans with delinquent clients, minimizing write-offs while maintaining customer relations.


Accounts Receivables Specialist

TForce Freight Inc
11.2021 - 03.2022
  • Analyzed aging reports to identify trends and proactively address potential collection issues.
  • Developed and implemented streamlined procedures to enhance cash flow and reduce outstanding receivables.
  • Collaborated with cross-functional teams to resolve billing discrepancies and improve customer satisfaction.
  • Established strong relationships with customers to facilitate prompt payment resolutions and inquiries.
  • Utilized ERP software to track payments, maintain accurate records, and generate financial reports.
  • Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
  • Contributed to a positive work environment by working closely with colleagues across departments to ensure efficient information exchange and collaboration on financial matters.
  • Collaborated with sales teams to address billing discrepancies and resolve client disputes promptly.
  • Strengthened relationships with clients by maintaining open communication channels regarding invoicing and payment schedules.
  • Aided in the reduction of bad debt write-offs through diligent monitoring of aging reports and proactive collections efforts.
  • Trained new team members on company policies, software systems, and effective accounts receivable practices for seamless integration into the role.
  • Exceeded departmental goals for cash collection through persistence, professionalism, and excellent interpersonal skills when dealing with clients or customers alike.
  • Strengthened relationships with key clients by providing personalized account management services.
  • Input financial data and produced reports using Facsup.

Accounts Receivables Clerk

Pacific Coast Express
05.2021 - 10.2021
  • Posted EFT/ Credit Card/ Cheque payments in Truckmate in both USD and CAD
  • Process and record customer deposits and partial payments.
  • Posting invoices in Truckmate
  • Posting miscellaneous charges as instructed
  • Processing Credit Card payments though Moneris
  • Create Aging Reports for internal use and clients and followup regarding overdue invoices by email or phone call
  • Assisted with month-end account reconciliations
  • Posting vendors invoices/ drivers time sheets in Truckmate and check with team if any discrepancies noted
  • Archiving the above on Synergize for Internal use
  • Running Cheques for Vendors
  • Assisted AP
  • Processed and verified invoices to ensure accuracy and compliance with company policies.
  • Managed customer accounts, addressing inquiries and resolving discrepancies promptly.

Customer Service Representative

Pacific Coast Express
11.2020 - 04.2021
  • My main duties/tasks were focused of working with interline carriers to have shipments picked up in the USA
  • Log pickup requests in interline carriers systems and keep them updated
  • Advise Interline carriers on emergencies and particular requests
  • Keep the system and various spreadsheets updated (for internal use and/or clients)
  • Handle service inquiries from customers over telephone and email
  • Assist clients to monitor shipments through interline carriers systems or their CSR team
  • Assist clients to solve issues that may arise
  • Provide Customs Brokers necessary shipping documentation and followup to get the Customs Release in timely manner
  • Handle In-Bond shipments accordingly
  • Collaborate with colleagues and superiors to make sure the shipments gets moved as per clients request
  • Index documents in Synergize
  • Book for pickups and deliveries as per customers request
  • Enter pickup requests in Truckmate (our company system)
  • Assist Northbound Team
  • Organized and prioritized work to complete assignments in a timely, efficient manner.

Customer Service Representative - Special Account

DHL Global Forwarding
10.2017 - 10.2018
  • I worked with the Special Account. The main task of this team is to manage clients who have particular necessities or entrust Dhl with the management of just a part of the shipping process. The majority of shipments are containers coming via sea.
  • My duties included:
  • Prepare, monitor and store files for each shipment assigned.
  • Track and trace goods/ ships while they were en route to their destinations.
  • Arrange for necessary shipping documentation and contact customs officials to effect release of shipments.
  • Communicate freight transportation information to customers or suppliers, using electronic freight information systems.
  • Confer with customers or supervising personnel to address questions, problems, or requests for service.
  • Implement specific customer requirements, such as internal reporting.
  • Invoice clients for duties and other taxes, transportation and storage costs.
  • At the end of my experience I got the chance to train two new colleagues who were going to take my place.

Education

High school Certificate -

Liceo Don Lorenzo Milani
08.2013

Bachelor's Degree - Corporate Communication and International Markets

Università Bicocca-Milano
Milan, Italy
09-2020

Skills

  • Payment negotiations
  • Time Management
  • Adaptability
  • Communication Skills
  • Customer Service
  • Microsoft Office (Excel, Word, OneNote, Outlook, Power Point, Publisher)
  • Software (Oracle, EDGE, Truckmate)
  • Strong client relations skills
  • Collections
  • Department oversight
  • Research and due diligence
  • Contract reviewing
  • Teamwork and collaboration
  • Attention to detail
  • Critical thinking
  • Organizational skills

Languages

Italian
Native or Bilingual
Panjabi; Punjabi
Native or Bilingual
English
Full Professional
German
Elementary
French
Elementary

Timeline

Accounts Receivable Team Lead

TForce Freight
09.2022 - Current

Senior Accounts Receivable Specialist

TForce Freight Inc
04.2022 - 08.2022

Accounts Receivables Specialist

TForce Freight Inc
11.2021 - 03.2022

Accounts Receivables Clerk

Pacific Coast Express
05.2021 - 10.2021

Customer Service Representative

Pacific Coast Express
11.2020 - 04.2021

Customer Service Representative - Special Account

DHL Global Forwarding
10.2017 - 10.2018

High school Certificate -

Liceo Don Lorenzo Milani

Bachelor's Degree - Corporate Communication and International Markets

Università Bicocca-Milano

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