Kuldeep Kaur
Takanini,Auckland
Summary
- Kia Ora! My name is Kuldeep Kaur. I am an ambitious,creative and highly motivated Individual. I am a Creative and highly Supportive Operational Finance Administrator known for taking initiative to maintain best-in-class accounting services. Proven history of helping modernize offices while maintaining financial recordkeeping.
Overview
9
9
years of professional experience
Work History
Operational Finance Administrator
Bachcare
06.2024 - 03.2025
- Created ad hoc reports using various software programs such as Microsoft Excel, Access.
- Assisted with month-end closing processes by preparing accrual journal entries when necessary.
- Identified areas where processes can be improved upon to increase overall efficiency within the department.
- Performed account reconciliations and conducted investigations into discrepancies.
- Communicated with clients to address and resolve billing or payment disputes.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Coordinated preparation of external audit materials and external financial reporting.
Finance & Claims Coordinator
Cardinal Logistics
Papatoetoe
08.2023 - 06.2024
- Reviewed incoming claims for accuracy and completeness, ensuring all necessary documentation was included.
- Filed and processed insurance claims in accordance with established procedures.
- Assisted customers with inquiries regarding the status of their claim.
- Compiled data from a variety of sources to prepare reports on claims activity.
- Analyzed trends in claim processing to identify areas for improvement.
- Collaborated with other departments to resolve complex issues related to claims processing.
- Maintained accurate records of all claim activities including payments, denials, and appeals.
- Prepared detailed invoices for payment by clients or insurers.
- Communicated regularly with clients regarding the progress of their claim.
- Responded promptly to inquiries from customers, insurers, and government agencies.
- Resolved customer complaints or answered customers' questions.
- Coordinated with other supervisors, combining group efforts to achieve goals.
Accounts Assistant
Farro Fresh
Grey Lynn, Auckland
03.2022 - 07.2023
- Processed company receipts, sales invoices and payments from customers and suppliers.
- Verified and processed invoices from vendors and contacted suppliers regarding billing errors.
- Prepared month-end closing entries for detailed reporting and record-keeping.
- Coded invoices and other records to maintain organised and accurate records.
- Utilised automation system to process payments and invoices to streamline transactions.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Reduced financial discrepancies by accurately managing accounting documentation.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Compiled audit reports for expenditures, profits and losses to provide transparency.
- Prepared clear, concise and accurate financial reports and forms for use by departments and outside agencies.
- Prepared and processed invoices, payments and bank deposits.
- Assisted in accounts receivable, payable and general ledger activities.
Retail Assistant
Farro Fresh
Auckland, Auckland
03.2021 - 10.2022
- Went above and beyond to help customers with merchandise needs or service problems.
- Maintained knowledge of current sales and promotions, return and exchange policies, and security practices
- Helped customers find desired items and sizes by closely supporting each person throughout the buying process
- Completed opening and closing duties, including counting money, balancing cash drawers, and making deposits
Community Support Worker
Geneva Healthcare Limited
Papatoetoe, Auckland
07.2021 - 07.2022
- Supported individuals with facility-based planned activities in home and community settings.
- Supervised community outings, enabling clients to achieve maximum personal independence.
- Followed and evaluated individualized support care plans to increase personal development.
- Supervised daily hygiene and skills to promote self-sufficiency.
- Administered medication in accordance with house guidelines to patients, tracking it on daily basis.
- Interviewed patients or members via phone or in-person to gather personal and sensitive information and determined eligibility for various outreach programs.
- Assisted clients with establishing short-term goals to live successfully in community.
- Prepared individualized service plans, driving measurable objectives and action plans.
- Wrote and typed succinct file notes to maintain good record keeping.
Store Assistant
Tank Juice Bar
Auckland
02.2020 - 08.2021
- Welcomed customers, offered to help locate items and suggested merchandise without being intrusive.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Counted cash, made change and stored coupons to keep organized and balanced cash register.
- Calculated pricing, applied discounts and collected payments to process transactions.
- Processed payments and maintained accurate drawers to meet financial targets.
- Enforced in-store security to drive health and safety procedures and regulations.
- Used credit card machines, calculators and barcode scanners to record transactions.
- Used knowledge of store items to advise or make product recommendations to customers.
- Helped customers make purchases by demonstrating, describing and recommending products.
- Cleaned and tidied store to reduce health and safety hazards.
Assistant Manager
Taj Restaurants
Wellington, Wellington
04.2017 - 12.2019
- Delegated daily tasks to team members to optimize group productivity.
- Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
- Directed and led employees, supervising activities to drive productivity and efficiency.
- Collaborated with store manager to develop strategies for achieving sales and profit goals.
- Enforced company policies and procedures to strengthen operational standards across departments.
Customer Service Representative
Z Energy
Whangaparoa, Auckland
09.2016 - 03.2017
- Responded to customer requests for products, services and company information and educated them on promotions to enhance sales.
- Compiled customer feedback and recommended service delivery improvements to management.
- Restocked display cases with attractive arrangements to promote specialty food items like muffins and pies.
- Provided in-depth information to customers on beverage preparation and promoted sales of latest brews.
- Maintained supply levels in counter and customer areas to meet typical demands.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Education
New Zealand Certificate in Health And Wellbeing - Healthcare
Careerforce
10.2021
Diploma in Business Management Level 8 - Business
ICL Group of Education
Auckland12.2020
Diploma in Business Management - Business Administration And Management
International College of Auckland
Auckland08.2016
BBA - Business Administration And Management
Govt. Rajindra College
Bathinda05.2014
Skills
- Microsoft applications
- Proficiency
- Employee Scheduling
- Customer Service
- Sale Expertise
- POS System Operations
- Retail Store Support
- Complaint Resolution
- Good Listening Skills
- Data Collection and analysis
- Creative problem solving
- State Regulation Compliance
- Data Entry
- Transaction monitoring
- Accounts payable management
- Discrepancy investigations
- Accounts receivable management
- Microsoft Excel proficiency
- Month-end closings
Timeline
Operational Finance Administrator
Bachcare
06.2024 - 03.2025
Finance & Claims Coordinator
Cardinal Logistics
08.2023 - 06.2024
Accounts Assistant
Farro Fresh
03.2022 - 07.2023
Community Support Worker
Geneva Healthcare Limited
07.2021 - 07.2022
Retail Assistant
Farro Fresh
03.2021 - 10.2022
Store Assistant
Tank Juice Bar
02.2020 - 08.2021
Assistant Manager
Taj Restaurants
04.2017 - 12.2019
Customer Service Representative
Z Energy
09.2016 - 03.2017
New Zealand Certificate in Health And Wellbeing - Healthcare
Careerforce
Diploma in Business Management Level 8 - Business
ICL Group of Education
Diploma in Business Management - Business Administration And Management
International College of Auckland
BBA - Business Administration And Management
Govt. Rajindra College