Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

RESHMA ROBIN

London,ON

Summary

Detail-oriented professional with expertise in accounts payables and receivables, invoicing, and tax preparation. Proven success in mortgage collections, client relationship management, and exceeding sales targets. Skilled at handling high volumes of inquiries and enhancing customer satisfaction across financial services, real estate, and education sectors. Committed to delivering accurate, efficient service with meticulous attention to detail.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Tax Associate

H&R Block
01.2025 - Current
  • Provided tax preparation services for individual clients, ensuring accurate filing and maximizing refunds in compliance with Canadian tax laws
  • Conducted client consultations, gathering financial information to prepare personal income tax returns
  • Applied knowledge of tax deductions, credits, and tax software to deliver efficient and effective service
  • Delivered exceptional customer service by addressing client inquiries and providing clear explanations of tax processes
  • Ensured all tax filings were completed within deadlines and met all regulatory requirements.

Financial Service Representative

Collections, BGO
10.2023 - Current
  • Enhanced customer satisfaction to 95% by delivering personalized service and efficiently addressing mortgage loan inquiries
  • Increased revenue by 20% through the successful upselling of mortgage-related financial products and services
  • Maintained high levels of customer engagement and satisfaction during mortgage payment collections, contributing to a 10% increase in customer retention
  • Managed Fire Insurance, Welcome calls, Tax Balance and successfully handled special projects across multiple lines of business, ensuring smooth coordination and effective delivery of outcomes

Volunteer

Rahab’s Daughter
01.2024 - 03.2024
  • Provided support and assistance to survivors of human trafficking
  • Assisted in scheduling appointments and connecting callers with appropriate resources and support services

Accountant, Intern

IIA
03.2022 - 08.2022
  • Managed and maintained books of accounts, ensuring accurate recording of financial transactions
  • Processed and managed accounts payable for various vendors, ensuring timely payments and accurate records
  • Assisted in reconciling bank statements and preparing financial reports for management review
  • Utilized QuickBooks to maintain accurate financial records and manage expense tracking
  • Collaborated with the accounting team to streamline workflow processes, improving efficiency

Marketing and Operations Executive

Sobha Limited
09.2020 - 08.2021
  • Managed accounts payable and receivable processes, including processing vendor invoices, ensuring timely payments, and reconciling discrepancies to maintain strong supplier relationships
  • Handled an average of 110 customer inquiries and complaints daily, achieving a 96% customer satisfaction rate
  • Conducted targeted outreach and engagement strategies, including marketing activities, attracting 150+ new customers to the branch weekly
  • Supported operational activities, including inventory management, handling 50+ escalated service requests monthly, following up on 75+ customer applications weekly, and managing daily opening and closing tasks

Account Officer

Extra marks Education India
01.2020 - 09.2020
  • Added 200 new clients from 2020-21 for recurring revenue increase of 5.6 million
  • Managed invoicing and accounts receivable processes, ensuring timely and accurate billing for over 150 clients
  • Increased B2B AND B2C sales by $50000 in the year 2020 by improving lead-generation and sales- Tracking methods

Education

Master of Business Administration (MBA) -

Mahatma Gandhi University India
11.2020

Skills

  • PROFESSIONAL SKILLS
  • Financial Software- Quick Books, Tally ERP 9 & Tally Prime, Peach Tree/ Sage50, SAP HCM
  • Data Analysis Software- SQL, Power BI, Tableau
  • Others-Adobe PDF, Salesforce CRM, Jira, Google digital, Microsoft Office (Word, Excel, PowerPoint, Outlook) – Advanced, MIS Reporting

Certification

Fundamentals of Income Tax, H & R Block, Sep 2024- Dec 2024 Canadian Investment Funds Course, IFSE, Aug. 2024

Timeline

Tax Associate

H&R Block
01.2025 - Current

Volunteer

Rahab’s Daughter
01.2024 - 03.2024

Financial Service Representative

Collections, BGO
10.2023 - Current

Accountant, Intern

IIA
03.2022 - 08.2022

Marketing and Operations Executive

Sobha Limited
09.2020 - 08.2021

Account Officer

Extra marks Education India
01.2020 - 09.2020
Fundamentals of Income Tax, H & R Block, Sep 2024- Dec 2024 Canadian Investment Funds Course, IFSE, Aug. 2024

Master of Business Administration (MBA) -

Mahatma Gandhi University India

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