Lovepreet Kaur Email and Phone Number

- Prepare budget related financial reports within prescribed guidelines, policies and procedures- Assist FMAs with regional projections and participate in the completion of HQ Annexes- Gather data, complete analysis and prepare reports pertaining to financial reviews - Assess urgency of requests and respond accordingly including regional and Agency priorities- Take a client-centric approach to service delivery in support of CRA’s service culture- Design and support measures to innovate and/or reduce administrative burden/red tape and associated costs on local offices

- Managed client accounts including opening new accounts, maintaining records of transactions, and closing accounts when requested- Provided general financial planning and advice to customers regarding their overall financial situation and generated referrals for Financial Advisors - Handled customer service issues such as resolving complaints about services or products provided by the credit union- Communicated with clients in person or via telephone, email, or other electronic means to answer questions or resolve issues

Assisted Solution Architects on TMS implementation projects with the following areas of focus:- Liquidity Management- Planning & Risk Analysis- Intercompany Netting- Financial Instruments

Assisted Senior Consultants on TMS implementation projects with the following areas of focus:- Liquidity Management - Planning & Risk Analysis - Intercompany Netting - Financial Instruments

• Maintained office services by organizing office operations and procedures, controlling correspondence, designing filing systems, reviewing and approving supply requisitions, and assigning and monitoring clerical functions• Formulated and analyzed weekly informal financial reports for identifying trends to assist in strategic planning• Maintained office staff by scheduling, recruiting, selecting, orienting, and training employees• Prepared monthly budgets for scheduling expenditures, analyzing variances, and initiating corrective actions

• Handled year end bank account reconciliations and performed month-end journal entries in Sage 50 to assist the accountant in preparing annual reports• Prepared monthly informal cash flow report and income statement in Excel and effectively communicated the data to the Managing Director in form of graphs and charts during monthly strategic planning meetings• Compiled and monitored Excel spreadsheets for filing and invoicing that induced efficiency in operations• Answered queries over the phone and provided counselling and guidance to future students resulting in higher student enrollment than previous years• Composed sponsored magazine articles and corresponded with WorkSafe BC, WorkBC and JIBC that helped in building strong business relations and increased candidate referrals • Formulated Managing Director’s schedule to organize tasks in the order of priority that assisted him in taking better business decisions, timely identification and addressing of business-related issues

• Prepared instructional presentations for professional courses such as Real Estate Trading Services Licensing, Sub-mortgage Broker, and Managing Broker’s Licensing Exam in British Columbia that resulted in effective delivery of course content• Provided clear oral and written feedback to students to prepare them for IELTS, CELPIP, LPI and Fundamentals of Insurance exams leading to an overall 95% student success rate• Demonstrated higher productivity and efficiency by handling about 20 students at a time• Answered queries of students in timely manner that built strong rapport and generated customer loyalty