Kamalpreet Singh
Surrey,BC
Summary
I help entrepreneurs and small businesses stay organized and financially healthy with smart Microsoft Office tools, personalized budgeting systems, and easy-to-understand reports. Whether you need a powerful Excel tracker, a custom report, or a Word template that makes you look professional—I deliver results that save time and give you clarity.
Overview
3
3
years of professional experience
Work History
Microsoft Office Suite Expertise
Velotrans Logistics Ltd.
01.2023 - Current
- Design custom Excel dashboards and smart templates tailored to each client’s workflow—tracking finances, projects, or inventory.
- Automate repetitive tasks with formulas, pivot tables, and conditional formatting to save clients hours every month.
- Deliver professional documents and reports using Microsoft Word, including branded invoices, proposals, contracts, and internal forms.
- Assist clients with email templates, business writing, and document formatting for consistent branding and presentation.
Expense Tracking & Budgeting
GlossyGlide Detailing Ltd.
01.2023 - 01.2025
- Create personalized expense tracking systems that work for individuals, freelancers, or growing businesses.
- Build smart budgeting tools that include spending alerts, goal tracking, and monthly comparisons.
- Help clients cut costs and increase savings by showing where their money goes and offering realistic solutions.
- Integrate financial tools with Google Sheets or Excel so clients can update and monitor easily from any device.
Client Reporting & Business Insights
Coca-Cola
03.2022 - 01.2023
- Turn messy data into clear, visual reports that help clients understand their business performance and make smarter decisions.
- Build monthly and quarterly financial summaries with graphs, KPIs, and expense breakdowns.
- Present results in clean, easy-to-read PDF or Excel formats—even for clients with no financial background.
- Offer insights to help clients optimize their spending, plan ahead, and manage cash flow with confidence.
Education
Associate of Arts - Arts & Science
Langara College
Vancouver08-2018
Skills
- Advanced Microsoft Excel (Formulas, Pivot Tables, Conditional Formatting, VLOOKUP, Dashboards)
- Personalized Expense Tracking Systems for Individuals & Small Businesses
- Monthly/Annual Budget Planning with Goal Setting & Spending Analysis
- Cash Flow Management & Expense Reduction Strategies
- Financial Reporting & KPI Dashboards (Monthly, Quarterly)
- Data Visualization using Excel & Google Sheets (Charts, Graphs, Summaries)
- Customized Reports for Non-Financial Clients (PDF/Excel/Google Sheets)
Languages
English
Full Professional
Timeline
Microsoft Office Suite Expertise
Velotrans Logistics Ltd.
01.2023 - Current
Expense Tracking & Budgeting
GlossyGlide Detailing Ltd.
01.2023 - 01.2025
Client Reporting & Business Insights
Coca-Cola
03.2022 - 01.2023
Associate of Arts - Arts & Science
Langara College
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