VINAY PUNJABI
Kamloops,BC
Summary
Results-driven finance major with a strong foundation in financial analysis, investment strategies, and market research. Currently pursuing the Canadian Securities Course (CSC) to enhance expertise in investment management and securities regulation. Recognized for academic excellence by being named to the Dean’s List twice at Thompson Rivers University. Seeking an opportunity to apply analytical skills and financial knowledge in a dynamic corporate environment. Client-focused finance associate with excellent relationship building and communication skills. Track record of delivering high-quality client services through education and advocacy. Offering strong critical thinking skills and deep understanding of requirements.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Crew Member
Brandson Ventures
Kamloops, BC
03.2023 - Current
- Delivered exceptional customer service by efficiently taking orders, processing transactions of approximately $4000 every shift while reliably giving out the correct change, and ensuring a positive dining experience.
- Recognized as the crew person of the month for January 2025.
- Assisted in inventory management and restocking to maintain smooth restaurant operations.
- Maintained a clean and organized work environment, ensuring compliance with hygiene and safety regulations.
CAP 2 Associate
Walmart
Kamloops, BC
01.2024 - 08.2024
- Coordinated with associates and team leader to ensure efficient receiving, processing and flow of merchandize to the sales floor.
- Prepared and reset the receiving area in accordance to safety procedures for daily operations.
- Delivered excellent customer service by greeting customers, assisting with product selection, promoting services, and resolving issues effectively.
- Assisted department leads with daily customer availability process tasks and ensured timely completion.
Accounting Executive
Deepak Food & Feeds
06.2021 - 02.2022
- Managed daily accounting operations, including bookkeeping, bank reconciliations, and financial reporting.
- Foreseeing and assisting in rolling out payrolls.
- Presented company products to prospective clients, effectively communicating value propositions.
- Provided professional after-sales support to enhance customer satisfaction and maximize retention.
Education
Post Baccalaureate - Finance
Thompson Rivers University
Kamloops, BC04.2025
Skills
- Financial Analysis & Reporting
- Customer service excellence
- Excel Modelling
- Risk Assessment & Compliance
- Customer feedback analysis
- Strong Communication & Presentation Skills
- Digital Marketing & E-commerce Strategies
- Investment Research
- Conflict resolution
- Microsoft Excel
- Customer service
Certification
Canadian Securities Course (CSC), In Progress
Extracurricular Activities
Volunteer, Taxation club at Thompson Rivers University Volunteer, Financial Literacy Workshops
Timeline
CAP 2 Associate
Walmart
01.2024 - 08.2024
Crew Member
Brandson Ventures
03.2023 - Current
Accounting Executive
Deepak Food & Feeds
06.2021 - 02.2022
Post Baccalaureate - Finance
Thompson Rivers University
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