Overview
Work History
Education
Skills
Timeline
Generic

Karishma Kalra

Brampton,ON

Overview

8
8
years of professional experience

Work History

Logistics Coordinator & Administrator

Fraser Direct
08.2022 - 04.2023
  • Maintained records of damaged goods, backorders, and applicable regulatory reporting.
  • Directed team activities by establishing task priorities and providing guidance.
  • Supported the logistics department by leveraging existing resources with cost-effective savings.
  • Directed and supported compilation and analysis of technical source data necessary for product development.
  • Answered inbound calls, chats, and emails to facilitate customer service.
  • Tracked orders and notify customers of status or potential delays.
  • Generated documentation and information required for customer shipments.
  • Liaised between warehouse personnel and customer to facilitate account and operational needs.
  • Implemented departmental policies and standards in conjunction with management to streamline internal processes.
  • Researched and prepared reports required by management or governmental agencies.
  • Performed monthly reconciliation of open purchasing orders.
  • Coordinated shipping requests for expedited delivery and documented them accurately to achieve correct billing.
  • Monitored and reported on transportation costs and properly filed shipping documents.
  • Produced weekly status reports detailing logistic operations and problems.
  • Developed and deployed strategies to save time and expenses associated with goods movements.
  • Developed and implemented technical project management tools such as plans, schedules, and responsibility and compliance matrices.
  • Achieved and exceeded revenue goals and KPIs.

Finance & Accounting Associate

A.K. Batra & Associates
10.2016 - 02.2020
  • Collaborated with accounting management to produce accurate and timely financial paperwork and reports for AP and AR, budget administration and year-end closing requirements.
  • Developed and documented business processes and accounting policies to maintain and strengthen internal controls.
  • Conducted financial analysis and research to advise senior management on forecasting decisions.
  • Managed data collection and sampling procedures to accurately collect data.
  • Provided accurate financial projections by examining current tax liabilities and projected future earnings.
  • Collected and assembled financial data to analyze costs on a year-to-year basis relative to financial planning and budgeting activities.
  • Cross-trained employees, enabling the completion of priority tasks during personnel absences.
  • Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
  • Calculated and coordinated company tax payments and tax document preparation
  • Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Served as key corporate representative, liaising with various parties in support of operational excellence.
  • Audited and prepared all federal and state tax forms for corporate, small business and individual clients.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Complied with established internal procedures by examining reports, processes and documentation.
  • Generated and submitted invoices based upon established accounts receivable schedules and terms.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Accounting Assistant - (Part Time Trainee)

Educational Institution
04.2015 - 12.2015
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Communicated with suppliers to reconcile invoice payments. Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Provided primary customer support to internal and external customers.

Education

Post Graduation Diploma - International Business Management

St. Clair College of Applied Arts And Technology
Windsor, ON
04.2022

MBA - Finance & Accounting

Amity University
Noida, India
03.2020

Bachelor of Commerce - Commerce And Business Administration

University of Delhi
Delhi, India
11.2014

Certificate Diploma - Financial Management

YMCA
Delhi, India
04.2014

Skills

  • Skills : Microsoft Excel, PowerPoint, QuickBooks, Customer Service, Client/Customer Relationship Management, Financial Reporting, Bookkeeping, Regulatory Compliance, Accounting Procedures, Payroll Management, Logistics Management, Data Analysis, Report Generation, Risk & Time Management
  • Soft Skills: Determined and Proactive, Self Starter, Good Interpersonal and Communications skills, Multitasking, Teamwork, Attention to Detail, Emergency readiness, Flexible, Organized, Problem-solving

Timeline

Logistics Coordinator & Administrator

Fraser Direct
08.2022 - 04.2023

Finance & Accounting Associate

A.K. Batra & Associates
10.2016 - 02.2020

Accounting Assistant - (Part Time Trainee)

Educational Institution
04.2015 - 12.2015

Post Graduation Diploma - International Business Management

St. Clair College of Applied Arts And Technology

MBA - Finance & Accounting

Amity University

Bachelor of Commerce - Commerce And Business Administration

University of Delhi

Certificate Diploma - Financial Management

YMCA

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Karishma Kalra