NAVPREET KAUR
Truganina,VIC
Summary
To Build a Long-Term Career with Opportunities for Career Growth Using My Excellent Teamwork Ability and Fulfilling My Commitment And Responsibilities.
Overview
6
6
years of professional experience
Work History
Plan Manager/Bookkeeper/Payroll
Hands of Angels
03.2022 - Current
- Accounts Payable/ Accounts Receivable-provider invoices and client reimbursement
- Booking clients on NDIS Portal and updating the information on CRM(careview)
- Creating provider invoicing while checking their invoices and making calls and sending emails to provide the information needed to process and claim the invoices
- Liaising with service providers and NDIA with plan and invoicing queries
- Using the portal for self education and making enquiries related to claims
- Handle Client queries and transferring them to the right person or their assigned co-ordinators
- Handling payroll of all support workers and office staff
- Handling queries related to payroll and timesheets
- Answering calls regarding third party claims and payments
- Assisting and informing the support co-ordinators about their client before hand for the review if the funding is low
- Bank Reconciliations and General Ledger Reconciliations
- Preparing and sending the day end reports to the seniors
- Answer incoming calls
- General administration duties
- Master’s In professional accounting & MBA
Retail Team Member
Harris Scarfe
01.2021 - 03.2022
- Cash handling
- Ad hoc duties, Providing customer service
- Welcoming customers, answering their questions, helping them locate items, and providing advice or recommendations
- Supporting catalogue and promotional merchandising
- Working in a team to achieve store and business objectives
- Working in a range of departments
- Performing daily activities i.e., stock placement, ticketing, visual displays etc
- Maintaining a neat, full, and safe environment
- Building positive relationships with fellow team members and customers
- Processing and Pick Packing online orders including consistent lifting of light loads.
Retail Team Member
The Reject Shop. Broadmeadows
10.2019 - 01.2021
- Welcoming customers, answering their questions, helping them locate items, and providing advice or recommendations
- Operating scanners, scales, cash registers, and other electronics
- Balancing the cash register and generating reports for credit and debit sales
- Accepting payments, ensuring all prices and quantities are accurate, and proving a receipt to every customer
- Processing refunds and exchanges, resolving complaints
- Bagging or wrapping purchases to ensure safe transport
- Following all store procedures regarding coupons, gift cards, or the purchase of specific items, such as alcohol or cigarettes
- Maintaining a clean workspace
- Stock merchandising.
Holmes
01.2019 - 01.2021
Data Research Analyst
Morningstar India Private Limited
08.2017 - 03.2019
- In this role I worked on collecting fundamental data from balance sheet, cash flow statement, income statement and footnotes for Global market companies as per the predefined collection policies
- I adhere to local teams’ goals, policies and procedures and work in a focused manner to achieve the overall organizations goals and objectives
- I was responsible for ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs
- I effectively managed my performance and development in order to support company’s continuous operational success
- Responsibilities:
- Establishing and achieving the set SMART goals with the direction of the team lead
- Have a very good understanding of the fundamental data for company's income statement, cash flow statement, balance sheet, and other fundamental data sets
- Using Financial Accounting concepts with through understanding
- Participate in the Center of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects
- Own and drive continuous improvement within the process through Quality initiatives
- Collecting and analysing equity fundamentals data for Global market and taking ownership in data quality controls to ensure consistent and high-quality data are manufactured in order to meet product requirements
- Manage data as per client-specific requirement, while at the same time adhering to Morningstar's set KPIs and KRAs
- Develop a thorough understanding of the various filing nomenclature of countries under coverage
- Passion for data and its impact on decision making
- Closely work with quality assurance and technical department to resolve client’s data issues timely and effectively
- Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestion to further improve system functionality, process efficiency and data quality
- Participate in other data and process related projects, like industry/market data collection methodology research, market expansion, process certification, new product development support, etc.
Education
Bachelor’s - commerce
GNDU
MBA - Finance & HR
Apeejay institute of
management technical
campus
MBA - Accounting
Holmes Institute Melbourne
Melbourne, VIC04.2021
Skills
- Flexible team player who
- Prospers in fast-paced work environment
- Proficient in Customer Service
- Active Listening
- Building Customer Loyalty
- Decision Making
- Accounting record analysis
- Financial statement review
- Flexible and adaptable
- Critical thinking and analysis
- Business Operations and
- Forecasting
- Verbal and written
- Communications
- Journal entries preparation
- Financial statements
- Financial reporting
- Relationship Building
- Excellent fact-finding skills
- Along with great ability to
- Focus on analytic components of Projects
- Work well under pressure
- High Attention to Detail
- Customer Relationship Management
- Relationship Building
- Excellent fact-finding skills
- Along with a great ability to
- Focus on analytic components of Projects
- Work well under pressure
- High Attention to Detail
- Customer Relationship Management
Timeline
Plan Manager/Bookkeeper/Payroll
Hands of Angels
03.2022 - Current
Retail Team Member
Harris Scarfe
01.2021 - 03.2022
Retail Team Member
The Reject Shop. Broadmeadows
10.2019 - 01.2021
Holmes
01.2019 - 01.2021
Data Research Analyst
Morningstar India Private Limited
08.2017 - 03.2019
Bachelor’s - commerce
GNDU
MBA - Finance & HR
Apeejay institute of
management technical
campus
MBA - Accounting
Holmes Institute Melbourne
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