Tarleen Dhaliwal Email & Phone Number

Calgary, Alberta, Canada

• Prepare monthly financial statements for over 25 programs, including income statements, balance sheets, and cash flow statements, using Excel and accounting software
• Conduct budget vs actual spending analysis and prepare variance reports for the Director of Finance, identifying areas of overspending or underspending and recommending adjustments as needed
• Maintain and update agency budgets, including monitoring cash flow and forecasting future needs, utilizing financial forecasting techniques and tools
• Prepare and submit financial reports to funders as soon as they become due, including cash flow statements and budgets, ensuring compliance with funding requirements and guidelines
• Oversee monthly reconciliation of deferred revenue for over 60 programs, program accounts, and general ledger accounts, ensuring accuracy and completeness of financial records
• Maintain balance sheet continuity schedules and working papers to ensure accurate financial reporting, utilizing analytical and organizational skills to keep financial records current and in order

Calgary, Alberta, Canada

• Led and managed a team of 20+ staff members to achieve a 75% client employment rate upon completion of the program
• Supervised program curriculum, maintained up-to-date knowledge of market trends, and guided the team effectively to ensure successful program outcomes
• Corresponded with and evaluated reports for program funders, ensuring timely submission of 2 internal reports monthly and 5 semi-annual and annual reports
• Conducted outreach resulting in the creation of 15 new business partnerships in the last fiscal year, and promoted the program through 2 social media blurbs and flyers monthly
• Analyzed program evaluations and feedback to continuously improve the program and ensure successful outcomes
• Established and maintained business partnerships, organized work experience placements for over 100 participants by liaising with over 90 business partners annually, and ensured client employment rate goals were met..

Calgary, Alberta, Canada

• Develop program logic models, work plans, and evaluations for 5 programs, as well as establish reporting structures (including CRM and CMS) to ensure successful program implementation and evaluation.
• Successfully executed the FRN program proposal by conducting outreach, implementing and supervising content creation to ensure the program achieves its goals.
• Recruit over 500 clients annually, conduct needs assessments, and provide appropriate referrals to ensure clients receive the support they need.
• Generate 2 internal reports monthly for internal stakeholders and 3 reports semi-annually and annually for program funders, ensuring timely submission and accurate reporting.
• Supervise internal and external databases (including CRM and CMS) and provide training to new hires on various databases to ensure quality data control and accurate reporting

Calgary

Calgary, Canada Area

• Collaborate with a team of 15 staff members to support and ensure project success, including preparing internal reports, drafting documents and business proposals, managing files, and updating SharePoint
• Conduct detailed trend analysis to forecast project requirements and identify opportunities to improve system efficiency and reduce costs
• Foster positive relationships between stakeholders and business clients by effectively liaising and ensuring clear communication throughout the project lifecycle
• Manage Accounts Payable and Receivable, maintain vendor and customer records, and organize data while processing invoices and responding to staff queries

Calgary, Canada Area

• Led client intake and needs assessment process, quickly identifying client needs and assigning them to appropriate staff; resolved client conflicts and problems and advised clients on new products and services
• Prepared and managed staff schedules, tracked discrepancies in closing reports, and provided feedback to improve performance
• Analyzed and tracked daily branch data for 30 employees, drafted weekly, monthly, and quarterly reports on branch sales, and implemented strategies to achieve sales targets
• Led staff training on required areas and provided performance feedback to assess office performance; managed confidential and sensitive files, following up with staff to ensure prompt completion of files

Punjab India

• Designed, planned, and executed the organization’s program delivery models
• 25 employees were hired, trained, and mentored for the various programs
• Supervised the overall program deliverables
• Organised and administered the marketing and organization’s program promotion in the community and to different community stakeholders
• Ranked No. 1 for three consecutive years for scoring 95% and above in final exams for 80% of participants

Calgary, Alberta, Canada

• Registered 5 new clients daily by phone for new classes; managed payments and transfered clients' data into agency software
• Greeted clients and visitors and responded to general inquiries professionally and courteously with accurate information; provided orientation tours for facility
• Provided secretarial, technical, and administrative support to 10 staff members by preparing attendance records and certificates, organizing rooms for classes, files and cupboards, and document control
• Sorted incoming emails, phone calls, mail, and courier deliveries and forwarded them to correct staff members; follow up where needed
• Placed orders for office supplies and food when required and oversee deliveries

Kapurthala, Punjab

• Streamlined administrative services by defining single work processes, standardizing tasks, and simplifying work, saving15% on the cost of office expenses
• Established relationships with clients resulting in 13 more clients becoming regular customers
• Greeted clients and visitors and responded to business inquiries professionally and courteously with accurate information
• Provided secretarial and administrative support to 40 staff members by preparing reports, organizing files, and generating payroll

Kapurthala, Punjab

Master Of Business Administration (M.B.A.), Finance

Company Secretaries, Member Icsi

Bachelor’S Degree, Business/Commerce, General

Post Graduation Certification In Data Analytics, A+

High School Diploma