Summary
Overview
Work History
Education
Skills
Timeline
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Siri Kulkarni

Langdon,AB

Summary

Results-oriented finance and sales professional with 6+ years of progressive experience across accounting, direct sales, and client relationship management in the aviation, healthcare, and retail sectors. Proven expertise in territory development, financial advisory, and deal structuring. Adept at prospecting, equipment financing, and translating complex financial concepts into actionable strategies. Recognized for a consultative, client-first approach, high resilience in field sales, and a strong business development mindset. Proficient in Microsoft Office and CRM platforms.

Overview

7
7
years of professional experience

Work History

Accountant & Sales Associate, (Lufthansa Cargo)

GTAdnata
Calgary, AB
07.2023 - Current
  • Provided financial and tax advisory support to clients during sales meetings, assisting with equipment investment decisions.
  • Supported sales team by preparing and reviewing financial documentation, structuring deals, and facilitating client financing options.
  • Developed and maintained client relationships through consultative sales, understanding client business needs to maximize purchasing potential.
  • Managed multiple financing files concurrently, ensuring accurate processing from application to disbursement.
  • Collaborated with lenders and internal departments to negotiate financing conditions favorable to clients.
  • Contributed to strategic initiatives aimed at improving sales processes and client offerings.
  • Delivered training sessions to sales representatives to enhance their knowledge of financing products and increase sales autonomy.

HR Coordinator & Benefits Representative

Bayshore Home Health
Toronto, ON
03.2022 - 07.2023
  • Served as a dual-function HR and benefits resource, supporting over 300 employees across multiple departments.
  • Acted as the primary contact for group benefits, assisting employees with plan enrollment, claims, leave management (sick, maternity, disability), and RRSP contributions.
  • Coordinated onboarding for new hires, including documentation, HR policy orientation, and initial benefit registration.
  • Assisted in end-to-end recruitment processes: posting job openings, screening resumes, scheduling interviews, and processing employment offers.
  • Worked closely with external insurance providers and internal payroll to ensure timely and accurate benefits deductions, and billing reconciliation.
  • Responded to employee inquiries on compensation, policy interpretation, tax forms, and employment verification with clarity and confidentiality.
  • Maintained and updated employee records in the HRIS system, ensuring compliance with privacy legislation and internal audit requirements.
  • Produced regular HR reports on absenteeism, benefits usage, headcount, and employee turnover for internal management and compliance reviews.
  • Supported workplace wellness initiatives and engagement programs, including benefit information sessions, and mental health resources.

Sales Representative & Customer Service Associate

The Brick
Vancouver, BC
11.2018 - 02.2022
  • Surpassed sales targets through upselling, financing support, and strategic bundling.
  • Educated customers on store financing and insurance options, enhancing decision-making.
  • Built strong client relationships, securing repeat business, and referrals.
  • Contributed to territory growth via local promotions and marketing events.

Education

Diploma in Business Administration - Accounting And Finance

Canadian College
Vancouver, BC

Skills

  • Territory Sales & Account Growth
  • Equipment & Commercial Financing
  • Cold Calling & Prospecting
  • Financial Consultation & Tax Advisory
  • Sales Negotiation & Deal Structuring
  • Customer Retention & CRM Management
  • Cross-functional Collaboration
  • Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

Timeline

Accountant & Sales Associate, (Lufthansa Cargo)

GTAdnata
07.2023 - Current

HR Coordinator & Benefits Representative

Bayshore Home Health
03.2022 - 07.2023

Sales Representative & Customer Service Associate

The Brick
11.2018 - 02.2022

Diploma in Business Administration - Accounting And Finance

Canadian College
Siri Kulkarni