Srushti Prajapati
Toronto,Canada
Summary
Dynamic financial services professional with a proven track record at Pay2Day, excelling in financial administration and customer service. Adept at managing transactions with 100% compliance and training teams to enhance productivity. Proficient in Microsoft Excel and committed to delivering exceptional client support while driving operational efficiency.
Overview
3
3
years of professional experience
Work History
Financial Services Representative
Pay2Day
Toronto, Canada
06.2024 - Current
- Managed and reconciled financial transactions, ensuring 100% compliance with internal controls.
- Conducted daily cash balancing, resolved discrepancies, and prepared financial summaries for audits.
- Reviewed and verified documentation for accuracy, adhering to financial procedures and privacy requirements.
- Responded to customer inquiries with professionalism, maintaining clear and accurate documentation.
- Assisted clients in understanding available financial products and services.
- Processed deposits, withdrawals, and loan payments, keeping records current.
- Cold-called potential clients to promote financial offerings.
- Trained newly hired employees to enhance team productivity.
Customer Experience Associate
Walmart Canada
Toronto, Canada
06.2023 - 09.2024
- Processed payments and maintained accurate POS records in a high-volume retail environment.
- Provided front-line customer service while adhering to company policies and compliance standards.
- Supported financial product applications (Walmart Rewards Mastercard) and ensured data accuracy during transactions.
HR Recruiter & Administrator
Xpert IT Solution
Toronto, Canada
01.2023 - 05.2023
- Streamlined administrative operations by managing benefits administration and performance tracking.
- Conducted initial phone screenings to evaluate candidate qualifications and cultural fit.
- Coordinated effective interview schedules between candidates and team members.
- Sourced candidates through online platforms and professional networks for diverse positions.
Education
Diploma in Business Management -
Humber College
Toronto, ON04.2022
Bachelor of Business Administration -
K.S. School of Business Management
Gujarat, India05.2019
Skills
- Financial administration and recordkeeping
- Invoice processing and data entry
- Training and development
- Budget management and tracking
- Policy compliance and adherence
- Cash management strategies
- Financial reporting and analysis
- Customer service excellence
- Customer financial services support
- Microsoft Excel, Word, and Outlook proficiency
- POS systems expertise
- Team training
Additional Information
Advanced proficiency in Microsoft Excel (Pivot Tables, VLOOKUP, Financial Models), Strong written and verbal communication; adept at interdepartmental collaboration, Eligible to work in Canada; available for full-time permanent opportunities. In process of gaining Chartered professional accounting (CPA) Certification.
Websites
Timeline
Financial Services Representative
Pay2Day
06.2024 - Current
Customer Experience Associate
Walmart Canada
06.2023 - 09.2024
HR Recruiter & Administrator
Xpert IT Solution
01.2023 - 05.2023
Diploma in Business Management -
Humber College
Bachelor of Business Administration -
K.S. School of Business Management