Palak T
Sudbury
Summary
Analytical and results-driven graduate with dual credentials in Professional Accounting Practice and Business Analytics, providing a strong foundation in financial management. Detail-oriented accounting professional with hands-on experience in accounts receivable and payables using QuickBooks, complemented by a proven track record of maintaining accurate financial records and supporting audits. Expertise in IFRS-based reporting and government funding compliance enhances the ability to improve reporting efficiency across diverse corporate and small business environments. Highly skilled in Excel-based analysis and month-end processes, ensuring meticulous attention to accuracy and data integrity.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Administrative Assistant/Bookkeeper
TopSteel/Top Rops
2025.09 - 2026.03
- Executed comprehensive accounting functions in QuickBooks, ensuring precise invoicing, collections, and bank reconciliations to maintain financial integrity.
- Prepared and submitted government funding claims (NOHFC, EMA), achieving successful reimbursements through compliance with program requirements
- Monitored cash flow and maintained accurate account balances, improving financial visibility and reporting accuracy
- Assisted with month-to-month financial tracking, expense recording, and transaction classification
- Managed the process of MTO permit renewals, ensuring adherence to regulatory standards for signage operations.
- Executed marketing booth setups and outreach campaigns at colleges and trade events to enhance visibility and engagement.
Crew Trainer (Part-time)
Mcdonalds Canada
2023.11 - Current
- Executed preparation of over 1000 food and beverage items while adhering to safety and quality standards.
- Implemented training programs for new employees to uphold quality standards and enhance operational efficiency.
- Engaged with team members in a high-pressure environment to deliver exceptional service outcomes while maintaining speed and accuracy.
Staff Accountant
Credit Suisse
2022.11 - 2023.05
- Performed end-to-end audits for 50+ trust accounts, reconciling general ledger balances and reducing discrepancies by over 20%, ensuring accurate balance sheet finalization.
- Ensured compliance with UK fiduciary standards and international regulations, minimizing audit risks and enhancing trust account reliability across jurisdictions.
- Performed asset valuations and cash-flow projections for illiquid investments, increasing reporting accuracy and audit readiness.
- Partnered with global tax, legal, and operations teams, trimming settlement cycles by 15 % and boosting reporting efficiency by 25%.
Customer Service Representative
Citibank India
2021.01 - 2022.05
- Handled 100+ daily client inquiries related to credit cards, achieving a 96% first-contact resolution rate.
- Drove cross-selling of credit cards and retail banking products, achieving 120% of sales KPIs consistently over multiple quarters.
- Streamlined issue escalation with back-office teams, reducing client turnaround by 25 % and enhancing satisfaction scores.
- Generated incremental revenue through targeted product promotions, ranking in the top 10 % regionally.
- Exceeded quarterly cross-sell targets by 120% through needs-based promotion of credit cards and banking products
Education
Data & Business Analytics
Cambrian College
Sudbury, Canada2025-06
Diploma - Professional Accounting Practice
Cambrian College
Greater Sudbury, ON2024-08
Masters of Commerce - undefined
University Of Mumbai
Mumbai, India2022-06
Bachelors of Commerce - undefined
University Of Mumbai
Mumbai, India2020-10
Skills
- QuickBooks Microsoft Excel Microsoft Office Clerical Accounting Procedures Team Collaboration Customer Service Data Entry and Accuracy Recordkeeping & Documentation Microsoft Access database maintenance, financial systems integration
- Financial Skills: Budget monitoring and variance tracking, Accounts Payable & Receivable, Time and Data verification, Month-end closing
- Soft Skills: Accuracy & attention to detail, numerical analysis, problem-solving, cross-department collaboration, confidentiality & data integrity
Accomplishments
1.Association of Chartered Certified Accountants (ACCA) | Accounting and Finance(7/13 papers cleared)
2. Institute of Chartered Accountants of India(ICAI)| (Accounting, Law, Cost Accounting)
Languages
English
Full Professional
French
Elementary
Certification
- Association of Chartered Certified Accountants (ACCA) | Accounting and Finance(7/13 papers cleared)
- Institute of Chartered Accountants of India(ICAI) | (Accounting, Law, Cost Accounting)
ADDITIONAL INFORMATION
- Valid G2 Driver’s License.
- Actively seeking a full-time opportunity.
Timeline
Administrative Assistant/Bookkeeper
TopSteel/Top Rops
2025.09 - 2026.03
Crew Trainer (Part-time)
Mcdonalds Canada
2023.11 - Current
Staff Accountant
Credit Suisse
2022.11 - 2023.05
Customer Service Representative
Citibank India
2021.01 - 2022.05
Masters of Commerce - undefined
University Of Mumbai
Bachelors of Commerce - undefined
University Of Mumbai
Data & Business Analytics
Cambrian College
Diploma - Professional Accounting Practice
Cambrian College