Harjot Kaur
Auckland,Manurewa
Summary
Professional with experience in financial management and administrative functions, prepared for this role. Adept at managing accounts, processing invoices, and maintaining financial records. Strong focus on team collaboration and achieving results, adaptable to changing needs. Reliable communicator with skills in data entry, bookkeeping, and Microsoft Office Suite.
Overview
7
7
years of professional experience
Work History
Account Assistant
Simple Freight Services (NZ) Limited
01.2023 - Current
- Maintained open lines of communication with vendors, negotiating favourable payment terms when needed.
- Documented invoices, customer interactions and concerns and generated update reports for senior management.
- Ensured proper record-keeping through meticulous data entry and filing practices, reducing information retrieval time significantly.
- Tracked expenses against budget allocations, identifying variances early on to prevent overspending issues later down the line.
- Managed accounts payable and receivable processes, maintaining healthy cash flow for the company.
- Supported the timely completion of month-end closing activities, improving overall financial operations.
- Conducted regular audits on financial transactions to maintain accountability and transparency in all dealings.
- Assisted in tax preparation efforts by gathering relevant documentation and providing accurate information for filings.
- Assisted in the preparation of accurate financial statements, ensuring compliance with regulations and guidelines.
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Input financial data and produced reports using Cargowise.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Inspected account books and recorded transactions.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Salesperson
Harvey Norman
02.2022 - 02.2023
- Sell department products and services, achieving sales and other targets.
- Maintain high level of customer service, assist with queries, and provide product recommendations.
- Handle phone calls, complete sales, and follow up on undelivered sales.
- Ensure goods are paid for and finance is completed before leaving the store.
- Follow company policies and procedures, including processing purchases, invoices, refunds, and returns.
- Prepare finance contracts and handle customer service tasks.
- Manage online orders and participate in employee meetings and training sessions.
Human Resources Manager
SEEFAT TECHNOLOGIES
08.2018 - 09.2019
- Conduct client meetings to understand product requirements
- Maintain company compliance with laws and organizational standards
- Motivate employees through events, incentive programs, and feedback
- Facilitate communication between employees and management
- Handle employee claims involving performance and harassment incidents
Internship Student
State Bank of India, SBI MUTUAL FUNDS
06.2017 - 07.2017
- Study different types of funds and report tasks to the instructor
- Educate customers about SBI mutual funds and assist with investments
- Help customers complete legal requirements for investments
- Produce documents, spreadsheets, and presentations for internal and customer needs
- Provide administrative support by managing calls, files, and mail
Education
MBA - International Business
Punjabi University Patiala
India08.2018
Bachelor of Commerce -
Guru Nanak Institute of Management and Technology
07.2016
Skills
- Customer Service
- Cash Flow Management
- Accounting Software Proficiency
- Shipment Processing
- Billing and Payment Processing
- Emotionally resilient and calm under pressure
- Invoice balancing
- Accounts Payable and Receivable
- Payment Tracking
- Balance sheet reconciliation
Languages
English
Full Professional
Punjabi
Full Professional
Hindi
Professional Working
References
Available on request.
Timeline
Account Assistant
Simple Freight Services (NZ) Limited
01.2023 - Current
Salesperson
Harvey Norman
02.2022 - 02.2023
Human Resources Manager
SEEFAT TECHNOLOGIES
08.2018 - 09.2019
Internship Student
State Bank of India, SBI MUTUAL FUNDS
06.2017 - 07.2017
Bachelor of Commerce -
Guru Nanak Institute of Management and Technology
MBA - International Business
Punjabi University Patiala
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