Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Lavina Bhambhani

Edmonton,AB

Summary

Devoted Finance Assistant adept at effectively completing complex tasks. Smart and talented with proficiency in Microsoft and supportive attitude. Proven history of efficiency, accuracy and detail-oriented work.

Exceptionally gifted Finance Assistant educated in accounts receivables and data analysis. Deadline-oriented and considered a valuable asset to any team.

Collaborative Finance professional 3 years of expertise helping clients attain financial goals. History of delivering tailored client service while responsibly driving business development.

Overview

7
7
years of professional experience

Work History

Finance Assistant

Bell Mobility
08.2023 - Current
  • Improved financial accuracy by diligently reviewing and reconciling monthly bank statements.
  • Assisted in budget preparation for streamlined financial planning and forecasting.
  • Increased efficiency with thorough maintenance of financial records and documentation.
  • Enhanced overall financial management, providing timely and accurate reports to senior staff members.
  • Organized and reported on financial information to document payment histories and assist with sound financial accounting.
  • Supported management by processing invoices and documents with consistent on-time delivery.

Assistant Finance Manager

RBC Royal Bank
11.2021 - 08.2023
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.

Cashier Supervisor

ASB Bank
02.2019 - 07.2021
  • Improved customer satisfaction by efficiently handling cash transactions and addressing customer concerns.
  • Streamlined cashier operations for enhanced productivity by implementing effective training programs for new hires.
  • Reduced transaction errors with thorough daily audits of cash drawers and regular monitoring of cashier performance.
  • Enhanced team collaboration, conducting weekly meetings to address challenges and share best practices.
  • Maximized efficiency in checkout lines by effectively managing cashier schedules during peak hours.
  • Contributed to store profitability by identifying trends in sales data and adjusting inventory levels accordingly.

Cashier

HDFC Bank
06.2017 - 06.2019
  • Handled multiple payment methods securely, minimizing discrepancies and potential losses.
  • Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
  • Resolved customer complaints professionally, leading to improved customer relations and loyalty.
  • Greeted customers entering store and responded promptly to customer needs.
  • Built relationships with customers to encourage repeat business.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.

Education

Bachelors of Commerce - Banking And Finance

New LJ Commerce College
Ahmedabad India
05.2017

Skills

  • Monthly Reporting
  • Payment Posting
  • Financial Reporting
  • Cash Management
  • Customer Relations
  • Relationship Building
  • Microsoft Excel
  • Accounts Payable
  • Bank Reconciliation

Languages

English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Gujarati
Native or Bilingual

Timeline

Finance Assistant

Bell Mobility
08.2023 - Current

Assistant Finance Manager

RBC Royal Bank
11.2021 - 08.2023

Cashier Supervisor

ASB Bank
02.2019 - 07.2021

Cashier

HDFC Bank
06.2017 - 06.2019

Bachelors of Commerce - Banking And Finance

New LJ Commerce College

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Lavina Bhambhani