Wahupreet Kaur
Surrey
Summary
A Certified Management Account (CMA) with a broad range of competencies in financial management, budgeting, and strategic planning. Demonstrated proficiency in optimizing operational effectiveness through thorough analysis and process improvement. Demonstrated capacity to generate sustainable growth and improve profitability. A diligent and meticulous finance professional with a strong focus on financial reporting and compliance.
Overview
4
4
years of professional experience
Work History
Bookkeeper
I Drive Trucking
05.2024 - Current
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Reconciled and corrected issues with financial records.
- Posted daily receipts and payments by corporate protocols.
ACCOUNTING SPECIALIST
Consero Global
05.2022 - 09.2023
- Developed customized reports tailored to specific stakeholder requirements, ensuring clear and concise presentation of financial data.
- Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
- Prepared accruals for outstanding payables, facilitating accurate financial reporting and analysis.
- Leveraged advanced Excel skills to create dynamic financial Analysis for decision-making purposes.
- Implemented improved methodologies for variance analysis, resulting in more accurate financial forecasts and proactive decision-making.
- Implemented cash flow forecasting models to predict short-term and long-term cash needs, optimizing investment decisions and minimizing financing costs.
ACCOUNTANT
Harsh Kumar & Co
02.2021 - 04.2022
- Assisting in the creation, monitoring, and analysis of budgets to ensure that financial goals are met
- Ensuring compliance with relevant accounting standards, regulations, and tax laws
- Bookkeeping and Accounting, Finalizing P/L, Managing AP and AR, Performing bank reconciliation statements, and Vendor Reconciliation periodically
- Efficiently processed a high volume of vendor invoices, ensuring accuracy and timeliness in payments.
- Conducted regular audits of vendor invoices to validate accuracy and compliance with contractual terms.
- Assisted with month-end closing activities, ensuring all accounts payable transactions were properly recorded and reported
Education
Certified Management Accountant in Accounting and Finance -
Institute of Management Accountants
USA08.2021
Bachelor of Commerce in Accounting And Finance -
Guru Nanak Dev University
India05.2018
Skills
- Ability to work under Pressure
- Financial Analysis
- Data Analytics and Visualization
- Advanced Excel Skills
- Strategic Planning
- Quickbooks
- Microsoft Excel
- Bank Reconciliation
- Cash Flow Management
- Accounts Payable
Timeline
Bookkeeper
I Drive Trucking
05.2024 - Current
ACCOUNTING SPECIALIST
Consero Global
05.2022 - 09.2023
ACCOUNTANT
Harsh Kumar & Co
02.2021 - 04.2022
Certified Management Accountant in Accounting and Finance -
Institute of Management Accountants
Bachelor of Commerce in Accounting And Finance -
Guru Nanak Dev University
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