Harpreet Kaur
Seattle,WA
Summary
Experienced banking professional with over four years in financial institutions, specializing in financial management, analysis, compliance, exceptional customer service and Accounting. Adept at delivering exceptional customer service, ensuring compliance, and driving operational efficiency. Managed Accounts Payable (AP) processes, including invoice processing, vendor payments, and reconciliations to ensure accuracy and efficiency. Proven ability to analyze financial data, resolve complex issues, and contribute to organizational growth.
Overview
4
4
years of professional experience
Work History
Account Payable
Express Reliable Transportation
Seattle, USA
02.2024 - 01.2025
- Looked over through invoices for accuracy and compliance
- Identified and resolved any discrepancies in invoices or payments by reviewing transaction records, verifying payment details, and reconciling accounts
- Processed and distributed 50 + payments to vendors and suppliers each month, ensuring 80% on-time accuracy to maintain strong business relationships
- Kept track of spending and manage a budget of over $50,000 each year, finding ways to cut costs and make finances more efficient while supporting business goals
- Maintained precise and up-to-date records of 100% of financial transactions, ensuring compliance with GAAP standards and regulatory requirements
- Ensured bills and payroll are processed timely and accurately while following the department's procedures and rules
Quality Assurance Specialist
Globus Medical
Audubon, USA
04.2022 - 12.2023
- Generated and maintained detailed Excel reports, ensuring 100% data accuracy
- Conducted internal quality audits, identifying process gaps and reducing non-conformances by 15%
- Collaborated with cross-functional teams to address and resolve quality issues effectively
- Spotted and reported any issues or mismatches to make sure everything meets the required standards
- Evaluated certificates of compliance and tested reported for accuracy and adherence to regulatory standards
- Reviewed and released batch records, ensuring compliance with quality standards
Bank Teller/ Personal Banker
TD Bank
Quakertown, USA
02.2021 - 03.2022
- Processed over 30-40 daily transactions, including withdrawals, deposits, and loan payments, maintaining 99% accuracy
- Educated customers on digital banking solutions, increasing self-service adoption by 20%
- Offered expert guidance on retirement plans, investment strategies, trusts, and bonds to help clients make informed financial decisions and achieve their long-term financial goals
- Balanced cash drawers and ATMs with zero discrepancies
- Resolved customer issues efficiently, achieving a 95% satisfaction rate
- Offered expert guidance on retirement plans, investment strategies, trusts, and bonds to help clients make informed financial decisions and achieve their long-term financial goals
Education
Bachelor’s - Marketing & Finance
University of Washington
Tacoma, WA06.2021
Skills
- Financial Management & Analysis
- Quality Assurance & Compliance
- Knowledge of accounting principles and processes
- Strong attention to details and multitasking skills
- Customer service excellence
- Effective communication & conflict resolution
- Proficiency in MS Office Suite & Banking Software
- Multilingual: English, Hindi, Punjabi, Sign Language
Timeline
Account Payable
Express Reliable Transportation
02.2024 - 01.2025
Quality Assurance Specialist
Globus Medical
04.2022 - 12.2023
Bank Teller/ Personal Banker
TD Bank
02.2021 - 03.2022
Bachelor’s - Marketing & Finance
University of Washington
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