NUPUR GAYAKWAD
Guelph
Summary
Developed strong analytical and problem-solving skills with on-hand experience in financial reporting, reconciliations, and bookkeeping. Skilled in Excel, ERP software (Dynamics 365, QuickBooks), and OCR tools for invoice processing. Strong communicator, adaptable, and focused on accuracy and efficiency in financial operations.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Junior Accountant
OxAgile
08.2024 - Current
- Handled accounts payable and receivable by processing invoices, posting payments, and preparing vendor checks using Microsoft Dynamics 365 Business Central and QuickBooks.
- Used OCR software to scan and capture invoice details, reducing manual entry and making financial records more accurate.
- Prepared and reviewed monthly financial reports in Excel (using pivot tables, VLOOKUP, and formulas) to support management decisions.
- Reconciled bank statements and general ledger accounts, identifying and fixing any errors quickly.
- Conducted internal audits to ensure compliance with internal policies and external regulations
Customer Service Representative
University Of Waterloo
01.2023 - 08.2024
- Supported clients with billing inquiries, account updates, and payment processing, ensuring accuracy and timely issue resolution.
- Maintained detailed customer and account records in Salesforce CRM, strengthening accuracy in data management and financial reporting.
- Assisted with account reconciliations by reviewing payments, receipts, and statements, and escalating discrepancies for correction.
- Generated and analyzed reports in Microsoft Excel to track outstanding balances, payment trends, and account activities for management.
- Built strong communication with clients and internal departments through phone, email, and written correspondence, fostering smooth resolution of account-related matters.
Finance Intern
Bajaj FinServ
04.2022 - 12.2022
- Prepared weekly and monthly performance reports for management, supporting decision-making and financial planning.
- Improved efficiency of Excel templates by adding formulas and automations, saving time and enhancing accuracy in forecasting.
- Assisted with compliance audits, reviewing employee business expenses and identifying discrepancies to ensure policy adherence.
- Monitored departmental expenses and supported the creation of new internal control processes to improve financial oversight.
- Collaborated with teams to translate and standardize procedure documents, ensuring clarity and consistency across departments.
Education
College Diploma - Business Finance
Conestoga College
08.2024
Skills
- Financial statement reconciliation
- Invoice documentation
- Personal documentation
- Billing and invoicing oversight
- Proficient in OCR and dynamic 365
- Excel, outlook and
- Payroll operations
- Sales tax compliance
- Client relations
- Cash flow management
- Financial reporting and budgeting
Certification
- Currently enrolled in the Canadian Securities Course (CSC)
- LinkedIn Learning Course:
- Bookkeeping
- Excel Essentials
- QuickBooks Essentials
- Tax and Small Business
Timeline
Junior Accountant
OxAgile
08.2024 - Current
Customer Service Representative
University Of Waterloo
01.2023 - 08.2024
Finance Intern
Bajaj FinServ
04.2022 - 12.2022
College Diploma - Business Finance
Conestoga College