Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Snehjot Kaur Cheema

Kelowna

Summary

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.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Project Management Executive

Bridgestar Group
04.2024 - Current

● 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.

Sales Associate (Part-Time)

Aritzia Warehouse Sale
08.2024 - 08.2024

● 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).

Finance Manager

Metropolis Land Holdings Pvt. Ltd.
01.2022 - 02.2024

● 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.

Teller

HDFC Bank
10.2019 - 12.2021

● 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.

Education

MBA - Finance And Marketing

Thapar University
India
06-2019

Skills

    ● 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

Languages

English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
French
Elementary

Certification

● Project Management Certification

● IFIC (Canadian Investments Fund Certificate) - In progress

Timeline

Sales Associate (Part-Time)

Aritzia Warehouse Sale
08.2024 - 08.2024

Project Management Executive

Bridgestar Group
04.2024 - Current

Finance Manager

Metropolis Land Holdings Pvt. Ltd.
01.2022 - 02.2024

Teller

HDFC Bank
10.2019 - 12.2021

MBA - Finance And Marketing

Thapar University
Snehjot Kaur Cheema