Yesha Patel
Ottawa,ON
Summary
Accounting Technician with over 2+ years of foundational experience in advanced bookkeeping and reconciling complex accounts. Skilled in analyzing business systems and supporting process improvements, along with strong communication abilities. Proficient in Microsoft Office Suite, possessing a collaborative mindset and a strong eagerness to learn and succeed in business programs. Experienced in handling multiple tasks, detecting discrepancies, and working closely with the finance team to ensure accurate financial records and enhance processes.
Overview
9
9
years of professional experience
Work History
Accounting Technician
Cowan Insurance Group
04.2023 - Current
- Perform multiple bank reconciliation ensuring proper support for bank transactions is provided and using professional judgement to identify any unusual transactions requiring additional investigation or support.
- Process intercompany transfers and implement appropriate tracking of transfers.
- Maintain clear and concise documentation of the processes related to assigned tasks and suggest improvements.
- Understand the role of each team within the TPA department and how your work impacts the company.
- Ensuring all transactions were reconciled accurately in line with GAAP, which involved regular reconciliation of all accounts.
- Involved with training of staff members.
- Assist in analysis of new or changing accounting standards, special transactions opportunities.
- Critical thinking with decision making skills to improvise the task.
- Ability to work on multitask with deadlines.
- Process payroll monthly for school board & resolving issues promptly..
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Enhanced efficiency in payroll processing, consistently ensuring timely and accurate employee payments.
Billing Technician
Cowan Insurance Group
04.2023 - 09.2023
- Managed billing processes, ensuring timely and accurate invoicing for services rendered.
- Reviewed and reconciled client accounts, resolving discrepancies efficiently to enhance customer satisfaction.
- Implemented improvements in billing procedures, reducing processing time and increasing overall accuracy.
- Trained staff on billing software and best practices, fostering a culture of continuous improvement.
- Offered administrative and customer service support to customers.
- Maintained accurate client records, ensuring proper invoicing and payment tracking.
- Provided support during financial audits, contributing to successful compliance reviews.
- Ensured timely payment collection by establishing clear communication channels with clients regarding due dates and payment expectations.
- Collaborated with cross-functional teams to streamline billing workflows and enhance operational efficiency.
Contact Center Representative
TD Bank
06.2022 - 09.2022
- Managed high-volume customer inquiries, ensuring timely and accurate resolutions
- Complete call logs and reports and escalate issues to supervisors
- Provide product and service information to customers
- Research required information using available resources
- Route calls to appropriate resources, Upsell products and services
- Document all call information according to standard operating procedures
- Recognize, document, and alert the management team of trends in customer calls
- Assistant customers with information regarding savings accounts and options to save including PTS and SSV.
- Handling all transactional services, including bank deposits, monetary withdrawals, financial transfers and other bank transaction.
- Analyzed customer interactions to identify trends and recommend process improvements.
Technical Support Services Administrator
Atrens-Counsel Ins. Brokers part of Arthur J. Gallagher Canada Ltd.
11.2021 - 05.2022
- With Administrative Assistance we work on the client request, we provide them Quotes according to the broker Rate sheets.
- Prepare risk management policies for commercial clients and individual entity.
- Reviews and updates insurance policies for clients on a regular basis to ensure accuracy and efficiency when filing a claim.
- Management and resolve customer issues upon request.
- Helps clients determine the right insurance policies for their specific needs.
- Guaranteeing that all insurance certificates are compliant with applicable statutes and regulations.
- Working on Epic software for filing their information and than perform official insurance-related paperwork such as claims and any other insurance documents that are brought forth to the insurance director.
- Working on MS Office for creating documents for quotes and using excel for entering data information on spread sheets using pivot table.
Front Desk Representative
Elite Concierge Services
10.2019 - 10.2021
- Creating Files, Making Reports on Spreadsheet using MS office and Yardi Software
- Sorted and distributed office mail and incoming records shipments for corporate records.
- Accurately record clients' invoices, employee expenses and supplier invoices, follow up to collect payment and ensure that supplier payments are made on time.
- Maintained equipment inventory, schedule maintenance and handled customer correspondence.
- Update accounts receivable and perform reconciliations under supervision of property manager.
Auditor Position
V.K. C A Group
07.2016 - 03.2017
- Update and maintaining Financial Accounting Journals, Ledgers and other records detailing financial business transactions of expenses vouchers, receipts, accounts payable and receivable.
- Using QuickBooks and accounting software's for entering all invoices and checking balances, with all financial reporting.
- Performed verification inspection to ensure implementation of audit finding corrective actions and eliminate repeat findings.
- Data base application, Communication & Collaboration Audit Management Tools.
- Analyzed financial statements for discrepancies, enhancing accuracy of reporting processes.
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
Education
Business Administration And Commerce - Business Accounting
Canada College
Montreal, QC06.2021
Business Ontario College Diploma -
Seneca College School of Applied Arts And Technology
Toronto, ON08.2018
Bachelor of Business Administration Degree - Business Administration And Management
Guru Gobind Singh Indraprastha University
06.2016
Skills
- Financial management expertise
- Analytical thinking to improve business capabilities
- Proficient in QuickBooks and Simply Accounting
- Understanding of banking and insurance sectors
- Bank reconciliation and data entry
- Strong mathematics and accounting proficiency
- Coordination of large-scale events
- Qualified with certifications in business administration, accounting, and finance
- Effective communication of analytical data
- Proficient in MS Office with advanced working knowledge of Excel VLookup, Pivot table and IF statement and business software
- Administrative data management
- Analytical skills for organizational needs
- Executed payroll operations for educational institutions
- Managerial problem solving
- Analytical assessment of unusual transactions
- Persuasive communication skills
- Conduct ad hoc analysis
- Bank reconciliation with GAAP compliance
- Effective multitasking abilities in high-pressure environments
Timeline
Billing Technician
Cowan Insurance Group
04.2023 - 09.2023
Accounting Technician
Cowan Insurance Group
04.2023 - Current
Contact Center Representative
TD Bank
06.2022 - 09.2022
Technical Support Services Administrator
Atrens-Counsel Ins. Brokers part of Arthur J. Gallagher Canada Ltd.
11.2021 - 05.2022
Front Desk Representative
Elite Concierge Services
10.2019 - 10.2021
Auditor Position
V.K. C A Group
07.2016 - 03.2017
Business Administration And Commerce - Business Accounting
Canada College
Business Ontario College Diploma -
Seneca College School of Applied Arts And Technology
Bachelor of Business Administration Degree - Business Administration And Management
Guru Gobind Singh Indraprastha University
Similar Profiles
Sherry JanisSherry Janis
Bilingual Disability Case Manager at Cowan Insurance GroupBilingual Disability Case Manager at Cowan Insurance Group
KARLEE DESORMEAUXKARLEE DESORMEAUX
Supervisor, Technical Services at Cowan Insurance GroupSupervisor, Technical Services at Cowan Insurance Group
Sara HudynSara Hudyn
Commercial Account Representative at Cowan Insurance GroupCommercial Account Representative at Cowan Insurance Group
Jacqueline TerrellJacqueline Terrell
Unregulated Care Provider at Camilla GardensUnregulated Care Provider at Camilla Gardens
PATRICIA CHAMBERLAINPATRICIA CHAMBERLAIN
Turkey Guide at Irish creek outfittersTurkey Guide at Irish creek outfitters