Ashmeet Kaur
Surrey,BC
Summary
Detail-oriented financial analyst with expertise in cash management and budget forecasting. Proven ability to analyze complex financial data and enhance customer relationships, driving effective solutions.
Overview
3
3
Languages
1
1
Certification
2
2
years of professional experience
Work History
Financial Analyst
Trueblue Inc
gurugram
01.2026 - 07.2026
- Processed cash applications for customer accounts, ensuring accurate allocation to enhance financial reporting.
- Reconciled daily cash transactions with bank statements.
- Managed customer inquiries regarding payment issues and discrepancies.
- Utilized accounting software to efficiently track and record cash receipts, supporting timely financial reconciliations.
- Developed strong relationships with internal departments such as Sales, Accounting, Credit and Collections teams.
- Reviewed and applied customer payments to accounts using Lockbox, ACH, checks and wire transfers.
- Processed credit card applications and verified customer information for accuracy.
- Documented incoming cash, checks, and transfers, enabling precise financial tracking and reporting.
- Managed client accounts and maintained regular communication with stakeholders.
- Built strong client relationships through responsive service and follow-up.
- Coordinated issue resolution with internal teams and external clients.
- Prepared client updates, meeting notes, and relationship records.
- Reviewed client needs and recommended appropriate service solutions.
- Addressed inquiries from clients and department team members.
- Conducted regular meetings with clients to discuss their current requirements.
Finance Executive
Mitsubishi UFJ Financial Group
New delhi
09.2024 - 01.2026
- Analyzed financial data to enhance budgeting and forecasting accuracy.
- Interpreted complex financial data such as balance sheets, cash flow statements and income statements.
- Analyzed clients' financial statements, market conditions, and industry trends to evaluate risk.
- Analyzed credit data and financial statements for loan applicants.
- Monitored industry trends to inform credit policy adjustments.
- Maintained accurate records of all credit evaluations and decisions.
- Executed administrative tasks, including filing documents and preparing spreadsheets, to support team operations.
- Worked with cross-functional teams to achieve goals.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
PG Diploma in Financial Analysis - Business And Finance
Douglas College
New Westminster, BC 09.2026 -
Bachelor of Commerce (Honours) - Finance
Mata Sundri College For Women
Delhi,India06-2024
Skills
- Financial analysis
- Budget forecasting
- Risk assessment
- Credit evaluation
- Cash management
- Financial reporting
- Data reconciliation
- Trend analysis
- Analytical thinking
- Microsoft Excel
- Accounting software usage
- Cash application processing
- Accounting assistance
- Customer relationship management
- Relationship management
- Team collaboration
- Problem solving
- Attention to detail
- Effective communication
- Time management
- MS office
- Time management
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Punjabi
Proficient (C2)
C2
Certification
- Excel: Managing and Analyzing Data - LinkedIn Learning
- The Service Mindset: Enhancing Your Customer-Centric Skills - LinkedIn Learning
- QuickBooks and Ledger Records - LinkedIn Learning
Timeline
PG Diploma in Financial Analysis - Business And Finance
Douglas College
09.2026 -
Financial Analyst
Trueblue Inc
01.2026 - 07.2026
Finance Executive
Mitsubishi UFJ Financial Group
09.2024 - 01.2026
Bachelor of Commerce (Honours) - Finance
Mata Sundri College For Women