Yamuna Sreelatha
Finance Professional
Kitchener,Ontario
Summary
With over six years of diverse experience spanning Financial Services, Customer Service, and Administrative Management, I adeptly showcase strong problem-solving capabilities and relationship-building skills through effective communication and empathetic interactions. Notably, I successfully led an insurance tax payables team, demonstrating leadership and accountability. My ability to excel in dynamic, deadline-driven environments further underscores my adaptable nature.
Overview
7
7
years of professional experience
26
26
years of post-secondary education
Work History
Associate
Moores Clothing For Men
Cambridge, ON
01.2023 - Current
- Fulfilling retail orders by selecting, processing, and replenishing stock, as well as managing tuxedo reservations and accessories, utilizing RF gun technology.
- Conducting audits and inspections to ensure stringent quality control standards are met for the final product.
- Ensuring proper placement of merchandise inventory.
E-Commerce Associate
Carters Oshkosh
Cambridge, ON
11.2022 - 12.2022
- Executing precise and streamlined order picking, packing, and affixing accurate shipping and content labels onto cartons.
- Ensuring both the quantity and quality of items are meticulously verified and placed within outgoing cartons.
- Leveraging Radio Frequency (RF) scanners adeptly for efficient restocking operations.
Front Desk Receptionist
Dentistry On Bleams
Kitchener, ON
07.2022 - 09.2022
- Warmly welcoming guests at the front desk and fostering engaging conversations while proficiently overseeing the check-in process.
- Recording customer information accurately in the Abel Dent software, contributing to seamless data management.
- Handling invoicing, posting and data entry tasks within the Able Dent software.
- Addressing inquiries from visitors and skillfully guiding them to pertinent resources.
- Enhancing operational efficiency and organization by implementing streamlined filing systems to meticulously maintain files and records.
Senior Financial Associate
RR Donnelley
11.2016 - 03.2022
- Managed the Accounts Payables team overseeing operations for CRC Insurance Services, a U.S.-based client.
- Recording of payable transactions and tax filing via a unified portal.
- Used Automated Information Management (AIM) software to extract client data and facilitate payment check processing.
- Worked in Accounts Receivables for BB&T Bank, a U.S.-based client.
- Accurately entered accounts receivables transactions into client-specific software. Achieved a flawless accuracy rate and received the monthly top performer award in October 2019 .
- Organized and reviewed commission statements from insurance carriers.
- Effectively managed policy transactions for personal and commercial insurance policies, including renewals, endorsements, and new business, recorded in the SLIP (Surplus Line Information Portal) for U.S. states.
- Performed Anti-Money Laundering (AML) and Know Your Customer (KYC) assessments to ensure strict adherence to legal and procedural standards.
- Consistently met Service Level Agreement (SLA) benchmarks with the client, ensuring targets were achieved within stipulated timelines.
- Safeguarded financial data through systematic database backup procedures.
- Executed ad-hoc projects and tasks in response to client requests.
- Verified accounting transactions through comprehensive income statement audits.
- Provided guidance to accounting staff by coordinating activities and addressing queries.
- Generated production reports by analyzing associates' work output.
- Contacting the onshore employees via Instant Messenger, email, or phone to promptly resolve queries and issues.
- Conducted training sessions for new associates to ensure a strong grasp of fundamental processes.
Education
MBA - Financial Management
Mahatma Gandhi University
Kerala, India 07.2014 - 08.2016
Bachelor of Commerce - Taxation
University of Kerala
Kerala, India 06.2011 - 04.2014
QuickBooks Online Essential Training -
LinkedIn Learning
05.2001 - 04.2022
Running A Profitable Business: Cash Flow -
LinkedIn Learning
05.2022 - 05.2022
Finance Foundations -
LinkedIn Learning
04.2022 - 04.2022
Anti-Money Laundering -
BB&T And CRC Insurance Services
10.2018 - 11.2018
Skills
Quick learner
Problem-solving skills
Attention to detailEmpathyAccounts Receivables & Payables
Office Administration
Quickbooks
MS Office
US Insurance & Tax Payables
Customer Service & Support
Timeline
Associate
Moores Clothing For Men
01.2023 - Current
E-Commerce Associate
Carters Oshkosh
11.2022 - 12.2022
Front Desk Receptionist
Dentistry On Bleams
07.2022 - 09.2022
Running A Profitable Business: Cash Flow -
LinkedIn Learning
05.2022 - 05.2022
Finance Foundations -
LinkedIn Learning
04.2022 - 04.2022
Anti-Money Laundering -
BB&T And CRC Insurance Services
10.2018 - 11.2018
Senior Financial Associate
RR Donnelley
11.2016 - 03.2022
MBA - Financial Management
Mahatma Gandhi University
07.2014 - 08.2016
Bachelor of Commerce - Taxation
University of Kerala
06.2011 - 04.2014
QuickBooks Online Essential Training -
LinkedIn Learning
05.2001 - 04.2022