Shantanu L
Vancouver
Summary
Detail-oriented Accounting Assistant with strong experience in financial data entry, cash handling, reconciliation, and administrative support. Skilled in maintaining accurate records, processing transactions, and supporting accounting teams with high-volume tasks. Proven track record in fostering team collaboration and adapting to changing needs. Skilled in strategic planning, project management, and client relations. Known for reliability, strong analytical abilities, and excellent communication skills
Overview
8
8
years of professional experience
Work History
Customer Service & Cash Handling Associate
RONA
08.2024 - Current
- Processed high-volume cash, debit, and credit transactions with accuracy.
- Balance cash drawer at end of shift; identify discrepancies and reconcile variances.
- Maintain transaction logs and ensure compliance with financial control procedures.
- Managed approximately more than 200 customers on a daily basis.
- Assist with routine administrative tasks including documentation and daily reporting.
- Streamlined customer service protocols, resulting in improved response times and satisfaction ratings.
Finance Subject Matter Expert
Chegg
12.2022 - 08.2023
- Explained accounting and finance concepts clearly, strengthening analytical and technical finance skills.
- Ensured accuracy and compliance in financial problem-solving for academic clients.
- Produced error-free written work requiring attention to detail and numerical precision.
- Achieved high levels of client satisfaction by providing expert consultations and personalized solutions.
Project Coordinator
Zerodha – Stock Broking
10.2019 - 11.2022
- Coordinated operational processes involving financial workflows and internal approvals.
- Created documentation, process maps, and reporting templates to support smoother financial operations.
- Collaborated with internal teams to resolve discrepancies and streamline data handling.
Customer Service Associate
Zerodha – Stock Broking
01.2019 - 10.2019
- Supported client transactions and account-related updates with high accuracy and explained solutions.
- Processed payments and resolved issues requiring careful attention to financial details.
- Assisted in onboarding processes and maintained updated client records.
- Tracking common issues across multiple accounts and escalating it in timely manner, preventing financial losses and reputational damage.
Alternative Investments Analyst
Northern Trust
08.2017 - 10.2018
- Worked with financial transaction data, eliminating process redundancies to improve accuracy.
- Collaborated with technology teams to enhance financial reporting processes.
- Ensured precision in investment-related reconciliations and documentation.
- Reconciliation with Cash flows through various different instruments and investments.
- Tracking and following up on Dividends and other corporate actions on behalf of customers.
Education
Master of Business Administration - Accounting And Finance
University Canada West
01.2025
Bachelor of Business Administration -
Centre For Management Studies
India01.2017
Skills
- Accounts Payable & Receivable Support
- Cash Handling & Daily Reconciliation
- Financial Data Entry & Reporting
- Invoice Processing & Documentation
- Cheque Preparation & Control Logs
- Variance Identification & Issue Resolution
- Recordkeeping & Filing Systems
- MS Office: Word, Outlook ERP familiarity
- High Accuracy & Numerical Attention to Detail
- Administrative Support & Multi-tasking
- MS Office Suite including MS Excel (formulas, formatting, data entry, pivot tables)
- Quickbooks
- Microsoft Copilot, Power Automate
ADDITIONAL STRENGTHS
- Strong numerical accuracy and consistency
- Able to work independently with minimal supervision
- Excellent organizational and time-management skills
- Reliable, professional, and detail-focused
Timeline
Customer Service & Cash Handling Associate
RONA
08.2024 - Current
Finance Subject Matter Expert
Chegg
12.2022 - 08.2023
Project Coordinator
Zerodha – Stock Broking
10.2019 - 11.2022
Customer Service Associate
Zerodha – Stock Broking
01.2019 - 10.2019
Alternative Investments Analyst
Northern Trust
08.2017 - 10.2018
Master of Business Administration - Accounting And Finance
University Canada West
Bachelor of Business Administration -
Centre For Management Studies