Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Parul Saini

Toronto

Summary

Results-driven finance professional with a strong academic foundation in finance, accounting, and investments. Proven ability to rapidly absorb new concepts, build effective relationships, and deliver solutions-driven results. Thrives in dynamic environments, navigating complex assignments with ease and poise. I am committed to obtaining CPA certification to enhance my professional credentials and drive career growth.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Personal Banking Associate

TD Bank
03.2023 - Current
  • Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
  • Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
  • Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
  • Implemented innovative sales techniques that contributed significantly to increased revenue generation from existing clients as well as new business acquisition efforts.

Customer Experience Associate

TD Bank
05.2022 - 03.2023
  • Looked for additional ways to expand products to customers by upselling new products and services.
  • Employed active listening skills to accurately understand customer concerns and address them effectively.
  • Collaborated with team members to develop effective strategies for enhancing the overall customer experience.
  • Assisted in training new employees on company policies, procedures, and best practices for delivering exceptional service.
  • Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.

Bookkeeper

SAVEMAX BROKERAGE
11.2021 - 04.2022
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.

JUNIOR ACCOUNTANT

Gemini Consultancy Services
07.2019 - 08.2021

· Maintained accurate and up-to-date general ledger accounts through routine entries and reconciliations

· Prepared timely and accurate monthly and quarterly financial statements for senior management review.

· Supported accounts payable and receivable functions, ensuring efficient invoice processing and payment posting.

· Conducted thorough account reconciliations, including bank reconciliations, to ensure financial accuracy.

· Contributed to preparing monthly financial statements and supporting schedules, providing actionable insights.

· Verified the accuracy and integrity of financial documents, ensuring compliance with accounting standards.

Education

Financial Planning And Wealth Management

LAMBTON ,COLLEGE
Toronto, ON
04-2023

Master of Commerce, Finance And Accounting

PANJAB UNIVERSITY
INDIA
11-2020

BECHLORE OF COMMERCE, FINANCE AND ACCOUNTING

PANJAB UNIVERSITY
INDIA
05-2018

Skills

  • Microsoft Excel
  • Financial and operational reporting
  • Financial management
  • Flexible team player
  • Superior time management
  • Financial modeling
  • Account reconciliation
  • Bookkeeping

Certification

  • First Aid Certification
  • Investment Funds in Canada (IFIC)

Timeline

Personal Banking Associate

TD Bank
03.2023 - Current

Customer Experience Associate

TD Bank
05.2022 - 03.2023

Bookkeeper

SAVEMAX BROKERAGE
11.2021 - 04.2022

JUNIOR ACCOUNTANT

Gemini Consultancy Services
07.2019 - 08.2021

Financial Planning And Wealth Management

LAMBTON ,COLLEGE

Master of Commerce, Finance And Accounting

PANJAB UNIVERSITY

BECHLORE OF COMMERCE, FINANCE AND ACCOUNTING

PANJAB UNIVERSITY
Parul Saini