Mehtaj Kaur
Melbourne,Australia
Summary
I am a dedicated finance professional with hands-on experience in financial analysis, budgeting, and operational management, developed through diverse roles in retail, insurance, and trading industries. With proficiency in financial forecasting, SAP, and advanced Excel, I excel at analyzing data to support strategic decision-making and improve financial performance. My academic journey includes a Master of Business specializing in Finance, complemented by coursework in financial markets, corporate finance, and business strategy. Known for my leadership skills and commitment to continuous improvement, I aim to contribute to innovative organizations by leveraging my analytical expertise and passion for financial excellence.
Overview
4
4
years of professional experience
Work History
Operations Assistant
Zara
05.2024 - Current
- Manage inventory operations, ensuring accurate tracking and timely replenishment of stock to support seamless store functionality.
- Coordinate with the logistics team to streamline delivery processes, enhance efficiency, and maintain compliance with operational timelines.
- Conduct regular inventory checks to ensure alignment between physical stock and system records, demonstrating analytical and problem-solving abilities required in financial data management.
- Assist in customer service operations, fostering communication skills and a customer-centric approach that translates into building client relationships.
Intern - Finance Department
Committed Financial Planning
10.2024 - 12.2024
- Gained hands-on experience in forex trading, super funds, and market analysis.
- Assisted in preparing Statements of Advice (SOA) and Records of Advice (ROA), ensuring compliance with regulatory standards.
- Assisted financial advisors with client portfolio analysis while developing foundational knowledge in wealth management and investment strategies.
- Participated in team meetings to learn financial planning processes, contributed fresh perspectives, and supported senior advisors with research tasks.
Intern - Finance Department
Zamindara Trading Cooperation
07.2022 - 05.2023
- Provided assistance in preparing detailed financial reports, including reviewing accounts receivables, payables, and reconciling bank statements to ensure accurate financial records.
- Gained valuable hands-on experience working directly under the supervision of a Chartered Accountant and Finance Manager, developing a strong foundation in financial management practices.
- Supported the finance team in monitoring and tracking financial transactions, ensuring compliance with company policies and regulatory standards.
- Collaborated with the commission agent to understand finance company operations, including trade settlement, payment cycles, and risk assessment.
- Built a solid foundation in financial analysis, reporting practices, and operational workflows within a fast-paced financial environment.
Intern - Marketing Department
Tata AIA Associates
04.2021 - 07.2021
- Assisted in campaigns that boosted customer inquiries by 20% through targeted strategies and insights.
- Educated customers on the importance of health insurance and guided them in selecting the most suitable products based on their needs.
- Provided actionable insights from competitor analysis and customer feedback to refine strategies.
Education
Master of Business - International
Deakin University
Melbourne, Australia04.2025
Bachelors of Business Administration - International
Amity University
Delhi, India06.2022
Skills
- Financial Analysis (Budgeting and Financial Markets)
- Data Analysis
- Excel Proficiency
- Risk Management
- Problem-Solving
- Leadership
- Customer Service
- Strategic Planning
- Creative Thinker
- Interpersonal Communication
- Adaptability
- Administrative support
Languages
English (Highly proficient)
Hindi (Native)
Punjabi (Highly proficient)
French (Novice)
Timeline
Intern - Finance Department
Committed Financial Planning
10.2024 - 12.2024
Operations Assistant
Zara
05.2024 - Current
Intern - Finance Department
Zamindara Trading Cooperation
07.2022 - 05.2023
Intern - Marketing Department
Tata AIA Associates
04.2021 - 07.2021
Master of Business - International
Deakin University
Bachelors of Business Administration - International
Amity University
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