Summary
Overview
Work History
Education
Skills
Languages
Timeline
background-images

Harwinder Nagra

Aurora,OH

Summary

Finance and asset operations professional with a Bachelor’s degree in Financial Management from the University of Akron and progressive experience in financial reporting, audits, inventory tracking, payroll, and reconciliation. Proven ability to maintain accurate accounting records, perform physical asset verification, analyze spreadsheet data, and support compliance with financial policies and audit requirements. Detail-oriented team contributor with experience coordinating equipment movement, supporting multi-department operations, and ensuring data integrity in high-accountability environments.

Overview

9
9
years of professional experience

Work History

Operations & Finance Manager

Sun Valley Beverage
10.2017 - Current

• Managed full-cycle accounting including accounts payable, accounts receivable, payroll, and general ledger

  • Directed daily business operations including sales, inventory, staffing, and customer service
  • Prepared daily, weekly, and monthly financial and sales reports to track revenue, expenses, and cash flow
  • Implemented a new POS system to improve transaction accuracy, reporting, and inventory control
  • Oversaw daily cash handling, deposits, and end-of-day reconciliation
  • Increased monthly sales by 9% through expansion into third-party delivery platforms
  • Conducted routine audits of receivables and financial transactions to ensure accuracy
  • Supervised hiring, scheduling, training, and performance management of staff
  • Coordinated vendor orders, product deliveries, and inventory restocking
  • Maintained internal controls, financial documentation, and compliance standards
  • Supported budgeting, expense monitoring, and financial analysis for business planning

Sales/Marketing Representative

New York Life Insurance Company & NYLIFE Securities, LLC.
08.2021 - 10.2022
  • Maintained and reviewed financial documentation, client records, and transaction data to ensure accuracy and regulatory compliance
  • Assisted with analysis of financial information to support reporting, forecasting, and policy servicing
    Utilized spreadsheet tools to track performance metrics, commissions, and client account activity
  • Verified documentation for completeness, accuracy, and adherence to internal financial policies
  • Coordinated with internal departments to resolve discrepancies in financial records and client accounts
  • Provided detailed financial explanations to clients while maintaining confidentiality and compliance standards
  • Supported internal audits by organizing financial records and responding to data verification requests

Diversity Chair

Zips Programming Network Association
08.2016 - 05.2017
  • Coordinated events showcasing diverse cultures and campus organizations.
  • Led strategic initiatives to enhance programming quality and community engagement.
  • Advocated for the welfare and educational interests of 17,000+ students through outreach initiatives.



Education

BBA - Financial Management | Minor in Economics

The University of Akron
Akron, OH
05.2020

Skills

  • Microsoft Excel
  • Data analysis
  • Time management
  • Quickbooks expertise
  • Financial statement analysis
  • Decision-making
  • Financial and operational reporting
  • Customer service
  • Team leadership

Languages

Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Urdu
Professional Working

Timeline

Sales/Marketing Representative

New York Life Insurance Company & NYLIFE Securities, LLC.
08.2021 - 10.2022

Operations & Finance Manager

Sun Valley Beverage
10.2017 - Current

Diversity Chair

Zips Programming Network Association
08.2016 - 05.2017

BBA - Financial Management | Minor in Economics

The University of Akron