Summary
Overview
Work History
Education
Skills
Certification
References
Languages
Timeline
Generic

Prathap Punitharajah

Scarborough,ON

Summary

Dynamic professional with a background in Full-Cycle Accounting seeking a position in Accounting, Audit, Accounts Payable, Finance, Payroll, Bookkeeping, or Administrative Support. Organizational Efficiency and Teamwork. Proficient in MS Excel & Word and multi-lingual in English, intermediate in French, and Tamil. Helpful Financial Aid Assistant solves problems and review student accounts efficiently. Adept at providing excellent and individualized service to students and families with outstanding knowledge of public and private loans. Successful at payment collection and organized record-writing.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Aid Assistant

Academy of Learning Career College
07.2024 - 10.2024
  • Guided prospective and current students, as well as their families, regarding available financial assistance options, eligibility requirements, and application procedures
  • Analyzed approximately above 30 financial aid applications and confidential financial data to determine eligibility for various forms of aid, including federal, state, and institutional programs
  • This involves verifying information submitted by applicants and ensuring compliance with regulations
  • Ensured the accuracy and integrity of student records related to financial aid which includes staying updated on federal and state regulations governing financial assistance programs to maintain compliance in all processes.
  • Guided students through financial aid processes, by completing necessary forms and updating account records.
  • Assisted in the preparation of annual budget reports for the Financial Aid Office, contributing to better resource allocation decisions.
  • Assisted students and families in filling out financial aid applications.
  • Enhanced financial aid processing by streamlining application procedures and reducing errors.

Operations Associate II

RBC Wealth Management
12.2023 - 06.2024
  • Responsible for processing client transactions within one or more RBC product or service line(s)
  • Assisted where required to help maintain balance in work volumes within the team.
  • Assisted in processing various forms in Workflow along with Service link requests and Inquiries
  • Provided senior-level administrative support, advice, and guidance on key initiatives and policies along with reviewing and directing incoming correspondence, and telephone calls and initiating responses
  • Managed and scheduled daily appointments and activities; arranged meetings and business travel-related insurance for higher-level customers
  • Assisted senior staff with larger assurance engagements
  • Collaborated with cross-functional teams to achieve project goals and meet deadlines.
  • Streamlined office operations by effectively monitoring and addressing client correspondence and data communications.
  • Maintained accurate records using various software systems, ensuring data integrity and regulatory compliance.
  • Resolved customer issues promptly and professionally, maintaining high satisfaction rates while minimizing escalations.

Cashier

Greek Medittrean
11.2022 - 10.2023
  • Operated the cash register, cash handling, and posted invoices effectively
  • Resolved discrepancies such as short payments, skipped invoices, debit, and credit payments
  • Provided basic information to clients and the public, managing office supplies inventory, and placing orders when necessary
  • Helped customers of 50 or more in completing purchases, locating items, and joining reward programs.

Finance Executive

Silk Road Partners
11.2020 - 11.2022
  • Analyzed and managed 30 or above financial data and assisted in the preparation of fifty or above reports on weekly basics including presentations alongside supporting budgeting, forecasting, and variance analysis processes
  • Processed invoices and bills, verified accuracy, and ensured timely payments, preparing and sending invoices to customers, and following up on overdue accounts receivable
  • Assisted with budgeting administration and maintained and processed accounts receivable for the organizational unit
  • Reviewed, analyzed, and reconciled accounts, ensured compliance with related legislation, and established.
  • Enhanced internal control systems and procedures to mitigate risk and support opportunities.
  • Ran feasibility analyses to inform fifty or above investments and partnerships.
  • Analyzed financial statements against forecasts to prepare high-level variance analysis.
  • Improved overall financial performance by analyzing key performance indicators and providing strategic recommendations.

Senior Audit Associate

KPMG
08.2016 - 08.2020
  • Assessed risks for the audit entities alongside helped in performing substantive testing work on audits for huge entities or above 50.
  • Reviewed and identified failures in internal processes and recommended improvements
  • Balanced and audited for accuracy room revenue, food and beverage revenue, and telephone revenue during hotel audits such as Aitken Spence; assisted in preparing all reports relevant to daily revenues
  • Completed assigned workload to meet SLA and the IFRS requirements for service and productivity
  • Involved in overseeing monthly and quarterly investor reporting
  • Prepared monthly-end financial statements and provided support to the team when needed
  • Prepared budgets, reconciled, and tracked related income/expenses, contributed to tasks which could include manual accounting and book-keeping along with performing annual recruitment targets and retention
  • Conducted high-level research to support the organization and overall business needs including handling travel arrangements, including flights, hotels, and ground transportation
  • Provided administrative support to the President and CEO, as well as other Executive team members, including expense management, travel arrangements, and meeting/event planning

Education

MBA - Finance

University of West London
Colombo, Srilanka
01.2020

MBA - Accounting And Finance

Chattered Institute of Management Accounting
Colombo, Srilanka
01.2018

High School Diploma -

Royal-Institute International School
Colombo, Srilanka
01.2014

Skills

  • Office Administration
  • Microsoft Office
  • Payment processing & plan creation
  • Teamwork and Collaboration
  • Attention to Detail & Problem-solving abilities
  • Flexible and Adaptable
  • Multitasking & Decision-Making

Certification

G license, Extract can be provided to demonstrate good driving.

References

Available Upon Request

Languages

English
Native or Bilingual
French
Elementary
Tamil
Native or Bilingual

Timeline

Financial Aid Assistant

Academy of Learning Career College
07.2024 - 10.2024

Operations Associate II

RBC Wealth Management
12.2023 - 06.2024

Cashier

Greek Medittrean
11.2022 - 10.2023

Finance Executive

Silk Road Partners
11.2020 - 11.2022

Senior Audit Associate

KPMG
08.2016 - 08.2020

G license, Extract can be provided to demonstrate good driving.

MBA - Finance

University of West London

MBA - Accounting And Finance

Chattered Institute of Management Accounting

High School Diploma -

Royal-Institute International School
Prathap Punitharajah