Gurpreet Chahal
HNTB
Indianapolis,Indiana
8
years of professional experience
Experienced with financial analysis and reporting, ensuring accurate and timely data. Utilizes analytical skills to support strategic decision-making and process improvements. Strong understanding of collaboration and adaptability in dynamic environments.
Work History
Project Finance Associate
3 Years 10 Months- Engages in and supports financial aspects of projects throughout entire timeline.
- Collaborate with cross-functional teams to ensure alignment on budgetary goals.
- Transfers quotations into project budget followed by budget maintenance.
- Streamlined expense reporting processes, increasing transparency and reducing processing timeframes.
- Increased efficiency in budgeting processes by automating data inputs and conducting variance analysis.
- Review and deliver invoices promptly, ensuring compliance with client contract requirements.
- Manage financial documentation by preparing reports and billing notes for accurate record-keeping.
Dispatcher/Operations
7 Months- Researched and scheduled freight information to optimize driver routes.
- Coordinated communication between vendors and drivers to ensure timely deliveries.
- Coordinated dispatch operations to optimize delivery routes and reduce transit times.
- Managed communication between drivers and clients to ensure timely updates and issue resolution.
- Implemented tracking systems for shipments, enhancing visibility and accountability across operations.
Collections Specialist
1 Year 5 Months- Managed a set of accounts under Equifax by contacting clients, coordinating payments, and following up on payment status.
- Established strong client relationships to facilitate on-time payments and enhance customer satisfaction.
- Managed full-cycle collections process to minimize outstanding receivables.
- Collaborated with cross-functional teams to resolve billing discrepancies efficiently.
- Implemented account tracking system to enhance payment follow-up procedures.
Accounting Assistant
11 Months- Conducted basic tasks including ordering inventory, inputting data, filing paperwork, delivering mail, answering phones, and handling client requests both in person and over the phone.
- Prepared tax returns and financial reports to support accurate financial reporting and compliance.
- Processed vendor invoices and expense reports, ensuring compliance with company policies.
- Assisted in monthly reconciliations, identifying discrepancies and resolving issues promptly.
- Maintained accurate financial records using QuickBooks and Excel for reporting purposes.
Teller
9 Months- Processed customer transactions including deposits and withdrawals, ensuring accuracy and efficiency.
- Provided exceptional customer service by addressing and resolving customer concerns promptly.
- Processed customer transactions accurately and efficiently, enhancing overall service quality.
- Managed cash drawer, ensuring adequate funds and adherence to balancing procedures.
- Assisted customers with account inquiries, providing tailored solutions and information.
Education
Bachelor of Science - Finance, Computer Information Systems (Information Security Specialist)
Skills
Financial statement analysis
Accounts management
Invoice management
Account analysis
Document management
Budget management
Professionalism and ethics
Adobe
Photoshop
Photography
Timeline
Project Finance Associate
HNTB
10.2022 - CurrentRead More
Dispatcher/Operations
Chahal Transport LLC
11.2021 - 06.2022Read More
Collections Specialist
Carahsoft
06.2020 - 11.2021Read More
Accounting Assistant
Heartland CPAs
06.2019 - 05.2020Read More
Teller
First Merchant Bank
09.2018 - 06.2019Read More
Indiana University, Kelley School of Business
Bachelor of Science from Finance, Computer Information Systems (Information Security Specialist)
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