Harpreet Bhatia Email & Phone Number

Abbotsford, Bc

With access to over 50 of Canada’s Top Lending institutions, I can place all types of mortgages including purchases, refinances, equity takeouts, debt consolidations, renewals and mortgages for self employed. These lenders include major banks, credit unions, trusts and other national and regional lenders, which compete for your business. I believe that the better the mortgage choices, the better the rates and features you’ll get – all at no cost to you (O.A.C.). Now that’s a reason to smile!

Abbotsford Bc

- Processed various financial transactions including the preparation of journal vouchers to initiate payments and reimbursements, and updated the financial accounting system to provide accurate and timely financial information to management for planning and decision-making.- Provided assistance to co-workers and managers concerning the interpretation of departmental and central agency financial policies, travel and hospitality directives, and contract regulations in order to meet their day-to-day operational requirements.- Mitigated and resolved various invoice content issues by assessing and closing A/P sub-ledger

- Assisted clients in making informed decisions and communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans - Provided clients with a high level of individualized customer service and reviewed their accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations- Helped clients in creating, developing, and executing short-term and long-term financial strategies customized to meet their needs in a profit-driven and customer-focused environment

Abbotsford, Bc

- Practised professional judgement by creating hundreds of error-free purchase orders and tender documents for four construction projects with an estimated $10 million in expenditures- Increased the workflow efficiency in the accuracy and timely processing of invoices for multi-site organization through creativity and critical thinking skills- Ensured correct application of division cost accounting policies and principles by monitoring job costing using various tools and techniques- Acted as the ‘lead’ in the absence of Business Manager and presented costing reports to management at Board meetings about financial status of all the operations in the Pacific Region including construction and manufacturing

Abbotsford, Bc

- Prepared tax returns for University students involving various types of adjustments, deductions and credits to keep clients’ taxes to a minimum and refunds to a maximum- Interviewed clients to obtain additional information on taxable income and deductible taxes and allowances- Calculated form preparation fees according to return complexity and processing time required- Checked data input on forms to detect errors in arithmetic, data entry, or procedures

Abbotsford, Bc

- Provided solutions and recommendations to reconcile the budget and forecast deficits by analyzing the financial position of the projects, and took corrective actions in a timely manner- Built rapport and trust with higher federal authorities by providing periodic updates and guidance in a timely manner to senior management with respect to budgeting, monthly inventory counts and pre-audit planning- Recovered $16,000 worth of inventory products by reconciling the inventory between the G/L and sub-ledger by analyzing financial and costing reports in IFMMS (ERP) and by submitting journal voucher’s through Excel Macros- Received recognition from Regional Director for showing the initiative and composure in completing the project on time and documenting the overall process

Abbotsford, Bc

- Set goals and motivated peers to meet specified targets in terms of sales, inventory replenishment and loss prevention- Gained direct sales experience by anticipating and responding to customer needs and satisfaction on day-to-day basis- Provided training to new employees and supervised their job tasks, and held mentoring sessions to discuss their strengths and weaknesses, which lead to increase in 40% of their sales during the next quarter

Bachelor Of Business Administration (Bba), Accounting And Finance

Education record