SAVREETPAL SINGH BASRA
OTTAWA,ON
Summary
Client focused professional with experience processing daily customer transactions and handling confidential financial information with accuracy and care. Background in tax preparation and supervisory responsibilities has strengthened my attention to detail, accountability, and ability to work under pressure. Completed the Canadian Securities Course (CSC) to build a strong foundation in financial products and client-focused solutions, and motivated to contribute and grow within the financial services industry.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Restaurant Supervisor
Osmow's Shawarma
Ottawa, ON
09.2023 - Current
- Provided prompt and professional service to 250+ customers daily in a high-volume environment while accurately processing over 200 transactions, including cash, debit, credit, and refunds, even during peak hours.
- Responsible for handling and monitoring daily cash flow, ensuring register totals matched system reports at the end of shift and reporting discrepancies when necessary.
- Assisted approximately 50–60 customers per shift, resolving payment concerns and service issues in a calm and professional manner.
- Actively identified opportunities to increase sales through needs-based upselling and promotion of relevant products, contributing to improved daily revenue.
- Supervised team members during high-volume periods, assigning roles and ensuring procedures were followed properly when processing transactions or correcting errors.
- Trusted with opening and closing responsibilities, including verifying cash amounts, securing funds, and maintaining accountability for daily operations.
Tax Advisor
H&R Block
Ottawa, ON
01.2024 - 04.2024
- Delivered professional, client-focused service to 10–15 clients daily during peak tax season, ensuring clear communication and a positive, trust-based experience.
- Prepared and filed 150–200+ individual Canadian tax returns in compliance with CRA regulations, carefully reviewing financial documents and verifying personal information to maintain accuracy and reduce errors.
- Proactively identified eligible tax credits, deductions, and recommended relevant add-on services during consultations, helping clients maximize refunds while contributing to increased service uptake.
- Explained tax calculations and outcomes in simple terms, building client confidence and strengthening long-term relationships.
- Handled sensitive financial and personal information with discretion and in accordance with privacy regulations.
- Resolved client inquiries efficiently, both in person and over the phone, often under time-sensitive and high-pressure situations.
- Scheduled appointments, maintained organized records, and conducted follow-ups to ensure timely completion and smooth client experience.
Accounts Assistant
Eastman land developers private limited
Ludhiana, India
08.2022 - 08.2023
- Processed invoices, journal vouchers, and financial documents with strong attention to detail, ensuring transactions were accurately recorded in the appropriate accounts.
- Reviewed and analyzed 10+ business agreements and corporate contracts, ensuring accuracy, completeness, and compliance with financial documentation standards.
- Assisted in preparing monthly financial reports, including balance sheet reconciliations and journal entries, ensuring discrepancies were identified and resolved in a timely manner.
Education
Global Supply Chain Management - Supply Chain Management
Algonquin College
Ottawa, ON08-2025
Accounting And Financial Practice Certificate - Accounting and Finance
Algonquin College
Ottawa, ON08-2024
Cost And Management Accountant (CMA) - Accounting, Financial And Cost Management
The Institute of Cost Accountants of India
India02-2022
Bachelor of Commerce - Accounting and Finance
Government College Sector 46
India09-2020
Skills
Strong Communication & Active Listening
Cash Handling & Transaction Accuracy
Needs Based Selling & Cross Selling
Sales Target Achievement
Attention to Detail & Compliance Awareness
Conflict Resolution
Financial & Tax Knowledge (CSC Completed)
Proficient in MS Office
LANGUAGES
English
Punjabi
Hindi
Certification
- Canadian securities certificate (CSC).
- Federal Income Tax level 1 certificate from H&R Block.
- QuickBooks Pro Advisor (Intuit).
INTERESTS
Passionate about equity market investing, with a personal focus on long-term value investing and portfolio building., Actively follow global financial markets, earnings reports, and economic trends to make informed investment decisions., Interested in building a career in banking and financial services to align professional goals with personal interests in finance and investing.
AVAILABILITY
Full time.
Timeline
Tax Advisor
H&R Block
01.2024 - 04.2024
Restaurant Supervisor
Osmow's Shawarma
09.2023 - Current
Accounts Assistant
Eastman land developers private limited
08.2022 - 08.2023
Global Supply Chain Management - Supply Chain Management
Algonquin College
Accounting And Financial Practice Certificate - Accounting and Finance
Algonquin College
Cost And Management Accountant (CMA) - Accounting, Financial And Cost Management
The Institute of Cost Accountants of India
Bachelor of Commerce - Accounting and Finance
Government College Sector 46