PROJECT COORDINATOR I FINANCE MANAGER
Multilingual professional passionate about fostering positive client experiences with a track record of delivering high-quality service, contributing to the success and satisfaction of clients while driving business growth and success.
● Collaborated with the Management Team to develop detailed project plans, including milestones, timelines, and resource allocation and managing the workforce.
● Facilitated communication and coordination, virtual conferences among project team members (on-site as well as off-site), stakeholders and external partners to ensure that everyone is aligned with project goals and timelines.
● Maintained accurate project documentation, including meeting minutes, progress reports, and status updates.
● Experienced in efficiently using project management tracking tools such as KPI dashboards and Excel trackers.
● Conducted thorough on-site assessments at client facilities, analyzing current workflows in diagnostics labs, identified inefficiencies and bottlenecks, and highlighted areas needing improvement.
● Worked closely with stakeholders, led efforts to redesign workflows aimed at enhancing efficiency, boosting employee outcomes, and ensuring alignment with accreditation standards.
● Mentored and trained project team members, fostering a collaborative and high-performance work environment.
● Conducted research and analysis of the real estate market to identify trends, opportunities, and potential clients.
● Provide personalized shopping experiences by understanding customer needs and offering product recommendations.
● Greet customers in a friendly, professional, and engaging manner.
● Handle complaints or concerns promptly and escalate to management when necessary.
● Accurately process customer transactions including purchases, returns, and exchanges.
● Ensure accurate cash handling, and process various payment methods (cash, credit/debit, gift cards, mobile payments).
● Monitored client portfolios regularly and developed customized financial strategies based on client's profiles and needs to ensure alignment with financial objectives.
● Reconciled accounts against statements, supporting accurate balances and histories.
● Fostered strong relationships with clients by providing excellent customer service through regular communication and meetings.
● Participated in internal audits by providing necessary documentation and answering questions from auditors.
● Processed invoices and posted payments, transferring entries from journal to ledger.
● Monitored cash flow projections to assist in decision-making regarding investments or financing activities.
● Reviewed wide-ranging financial data and statements with a detail-oriented and knowledgeable approach.
● Resolved accounting discrepancies with critical thinking and thorough research.
● Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manner.
● Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities.
● Meet and exceed bank service standards, greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols.
● Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt, and supporting management as needed.
● Handle transactions for customers, including check cashing, deposits, withdrawals, transfers, loan payments, cashier’s checks, and opening and closing of accounts.
● Proficient in using MS Teams, MS Office (Word, Excel, Outlook, PowerPoint), & SharePoint
● Project Management
● Problem Solving Skills
● Multilingual Proficiency
● Client Management
● Time Management
● Teamwork
● Adaptability
● Organization Skills
● Research & Analysis
● Communication skills
● Assessment & Evaluation
● Project Management Certification
● IFIC (Canadian Investments Fund Certificate) - In progress