Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Generic
Open To Work

Shreya Patel

Hamilton,ON

Summary

Accounting professional holding a Bachelor of Commerce in Accounting and Finance. Skilled in bank reconciliation and maintaining ledger integrity, with a strong focus on financial claims investigation. Demonstrates high proficiency in MS Excel, committed to achieving complete data accuracy in dynamic work settings.

Overview

6
6
years of professional experience

Work History

Customer Service Representative

Best Buy Canada Ltd
Hamilton, Canada
08.2025 - Current
  • Provided excellent customer service by answering inquiries and solving problems.
  • Assisted customers with product inquiries and technical support.
  • Managed and reconciled client billing accounts for technical services, identifying and resolving discrepancies in payment records to ensure ledger integrity.
  • Handled billing, payments, and basic account transactions.

Retail Sales & Account Representative

Battery N Gadgets
Hamilton, Canada
11.2024 - 08.2025
  • Guided customers in product selection and addressed inquiries to enhance shopping experience in fast-paced retail environment.
  • Oversaw customer accounts, ensuring accurate and timely updates to information in the system.
  • Operated POS systems to generate and process invoices, maintaining compliance with financial documentation standards.
  • Maintained 100% accuracy in processing high-volume financial transactions and daily POS reconciliations.

Client Account & Billing Coordinator

Letsbfit wellness
Hamilton, Canada
04.2023 - 10.2024
  • Managed client accounts and maintained accurate records of service agreements and transactions.
  • Utilized POS systems to generate and process invoices, ensuring all financial documentation met company compliance standards.
  • Resolved complex billing inquiries and service discrepancies effectively through detailed analysis.
  • Maintained and updated accurate financial data on MS Excel sheets to track daily service billing and account records.

Financial Claims Advisor

Concentric
Gujarat, India
01.2021 - 09.2021
  • Conducted thorough investigations to verify claim validity, contributing to informed decision-making.
  • Evaluated claims for accuracy and compliance, ensuring adherence to company policies.
  • Managed documentation for claims submissions and resolutions, facilitating efficient processing.
  • Maintained accurate records of customer interactions and claims status.

Accounting & Operation Intern

Kotak Bank
Gujarat, India
08.2020 - 12.2020
  • Assisted in processing customer transactions and ensuring the accuracy of financial records.
  • Performed daily bank reconciliations and verified transaction data against general ledger entries.
  • Supported branch operations by managing financial documentation and ensuring regulatory compliance.
  • Maintained accurate records of all activities performed throughout the internship period.

Education

Bachelor of Commerce - Accounting And Finance

Maharaja Sayajirao University
Gujarat, India

Skills

  • Customer relationship management
  • Verbal and written communication
  • Time management
  • MS Office Suite (Word, Outlook, PowerPoint)
  • MS Excel
  • Account reconciliation
  • Bookkeeping fundamentals
  • Claims investigation
  • Financial reporting
  • Analytical problem-solving

Work Preference

Job Search Status

Open to work

Work Type

Full TimePart TimeContract Work

Location Preference

On-SiteHybrid

Salary Range

$45000/yr - $200000/yr

Timeline

Customer Service Representative

Best Buy Canada Ltd
08.2025 - Current

Retail Sales & Account Representative

Battery N Gadgets
11.2024 - 08.2025

Client Account & Billing Coordinator

Letsbfit wellness
04.2023 - 10.2024

Financial Claims Advisor

Concentric
01.2021 - 09.2021

Accounting & Operation Intern

Kotak Bank
08.2020 - 12.2020

Bachelor of Commerce - Accounting And Finance

Maharaja Sayajirao University
Shreya Patel