Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Manpreet Kaur

Milton,ON

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

6
6
years of professional experience

Work History

Associate Financial Analyst

AP MOVERS
02.2021 - Current
  • Optimized cash flow management by tracking daily cash balances and forecasting short-term liquidity needs accurately.
  • Partnered with sales team members on client proposals, leading to 30% increase in new business opportunities.
  • Created and maintained precise and accurate models, charts and reports.
  • Evaluated performance of existing investments and adjusted accordingly.
  • Improved budget management with diligent monitoring of expenses and identifying cost-saving opportunities.
  • Participated in capital budgeting exercises, evaluating potential investments and assisting with prioritization of projects based on ROI calculations.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Developed strong communication and organizational skills through working on group projects.
  • Mentored junior analysts on best practices in financial analysis, helping them develop valuable skills for career growth.
  • Provided professional services and support in dynamic work environment.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Applied effective time management techniques to meet tight deadlines.

Accounts Assistant

DAVESAR CONSULTANTS
01.2018 - 02.2021
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Completed financial reports, providing insight into performance, operations, and cash flow.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Assisted management with annual expense plans to strategically track income or revenue.
  • Gathered, evaluated and summarized account data in detailed financial reports.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Coordinated with external auditors to resolve discrepancies.

Education

MBA - Finance

Guru Nanak Dev University
Amritsar, Punjab, India
05.2020

BBA - Commerce

BBK DAV College
Amritsar, Punjab, India
05.2018

Skills

  • Highly attentive to details
  • Good Problem-Solving Ability
  • Quick learner and time management
  • Positive attitude, punctual and polite
  • Flexible and fast worker
  • Customer service and engagement

Languages

English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Timeline

Associate Financial Analyst

AP MOVERS
02.2021 - Current

Accounts Assistant

DAVESAR CONSULTANTS
01.2018 - 02.2021

MBA - Finance

Guru Nanak Dev University

BBA - Commerce

BBK DAV College

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Manpreet Kaur