Summary
Overview
Work History
Education
Skills
Languages
Certification
Interests
Timeline
Generic

Savreetpal Singh Basra

Ottawa,Ontario

Summary

Motivated and client-focused professional with hands-on experience in customer service, tax preparation, and financial operations. Passionate about the finance and banking industry, with a strong personal interest in stock market investing and money management. Skilled in communicating complex financial concepts in simple terms, supporting clients in making informed decisions. Recognized for being detail-oriented, proactive, and committed to building lasting client relationships. Well-versed in key financial terminology and eager to contribute to a bank’s success through continuous learning, exceptional service, and a genuine drive to help individuals manage and grow their wealth.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Food Server

Osmow's Shawarma
09.2023 - Current
  • Delivered prompt and friendly service to a diverse customer base in a fast paced environment, ensuring high customer satisfaction and repeat visits.
  • Handled customer inquiries, complaints, and special requests with professionalism and efficiency, resolving issues to maintain positive guest experiences.
  • Operated POS systems to process payments accurately, including handling cash, debit, credit, and refunds.
  • Responded to customer complaints and concerns with empathy and solutions-focused communication, turning negative experiences into positive outcomes.

Tax Advisor

H&R Block
01.2024 - 04.2024
  • Provided exceptional customer service to a high volume of clients during peak tax season, ensuring personalized attention and clear communication.
  • Accurately prepared and filed individual tax returns in compliance with CRA regulations, maximizing client refunds and minimizing errors.
  • Advised clients on tax-saving strategies and deductions, enhancing customer satisfaction and trust.
  • Handled sensitive financial and personal information with discretion and in accordance with privacy laws.
  • Resolved client inquiries and issues efficiently, both in person and over the phone, often under high-pressure situations.
  • Maintained up-to-date knowledge of Canadian tax laws, credits, and benefits through continuous learning and training.
  • Scheduled appointments, maintained records, and followed up with clients to ensure timely completion of returns.


Accounts Assistant

Eastman land developers private limited
08.2022 - 08.2023
  • Handled various tasks such as processing payments and documents namely Invoices, Journal vouchers and posting to respective accounts correctly.
  • Analyzed documentation of 10+ business agreements and corporate contracts, ensuring accuracy and appropriateness of contract text.
  • Prepared monthly accounts and balance sheet reconciliation, accrual journal entries, fixed assets, and depreciation analysis report.


Education

Global Supply Chain Management -

Algonquin College
Ottawa, ON
08-2025

Accounting And Financial Practice Certificate - Accounting And Finance

Algonquin College
Ottawa, ON
08.2024

Cost And Management Accountant (CMA) - Accounting, Financial Management, Cost Management

The Institute of Cost Accountants of India.
Delhi, India
02-2022

Bachelor of Commerce - Accounting And Finance

Government College Sector 46
Chandigarh
09-2020

Skills

  • Active listening and Clear Communication
  • Upselling and cross-selling
  • Conflict resolution
  • Financial literacy
  • Recordkeeping
  • POS system
  • MS office
  • Multitasking
  • Attention to detail

Languages

English
Punjabi
Hindi

Certification

  • Federal income tax level 1 certificate from H&R Block.
  • Quickbooks Pro Advisor (Intuit).
  • Pursuing CSC.


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

Timeline

Tax Advisor

H&R Block
01.2024 - 04.2024

Food Server

Osmow's Shawarma
09.2023 - Current

Accounts Assistant

Eastman land developers private limited
08.2022 - 08.2023

Global Supply Chain Management -

Algonquin College

Accounting And Financial Practice Certificate - Accounting And Finance

Algonquin College

Cost And Management Accountant (CMA) - Accounting, Financial Management, Cost Management

The Institute of Cost Accountants of India.

Bachelor of Commerce - Accounting And Finance

Government College Sector 46

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Savreetpal Singh Basra