Geetanjali Singla
Surrey
Summary
Business Systems & Financial Operations professional with over 5 years of experience supporting accounts receivable, billing operations, system analysis, workflow optimization, and stakeholder support in large, regulated organizations. Experienced in analyzing business processes, maintaining financial and operational data integrity, supporting system enhancements, and resolving complex account and system-related issues. Known for strong analytical reasoning, clear communication, adaptability to enterprise systems, and alignment with patient/client-centered service delivery.
Overview
8
8
years of professional experience
Work History
Financial Account Services Representative
ICBC
Head Office, North Vancouver, BC
03.2024 - Current
- Maintain and analyze high-volume client accounts, ensuring accuracy of billing, payments, adjustments, and account balances.
- Process account corrections, refunds, and journal-based adjustments in accordance with policy and compliance standards.
- Reconcile invoices, payments, and outstanding balances; identify discrepancies, and initiate resolution.
- Respond to client inquiries by phone and in written communication, explaining account activity and resolving issues.
- Review aged accounts, and perform follow-ups on outstanding balances using established procedures.
- Enter, validate, and maintain financial and account data across enterprise systems with high accuracy.
- Resolved account discrepancies by investigating and rectifying billing and transaction errors.
Home Agent – Account & Systems Support
Nordia Inc.
Nanaimo, BC
07.2023 - 09.2024
- Supported customers with account inquiries, billing clarifications, and balance explanations.
- Documented interactions, system issues, and resolutions within CRM, and operational systems.
- Followed structured workflows while identifying recurring issues and improvement opportunities.
- Managed multiple cases concurrently while meeting quality and service benchmarks.
- Resolved technical issues by diagnosing problems and providing effective solutions.
Liquor Store Supervisor
Central City Liquor Store
Surrey, BC
03.2023 - 06.2024
- Authorized payments, refunds, and reconciled daily sales, and financial records.
- Prepared operational and financial reports supporting business decisions.
- Resolved escalated customer and transaction-related issues.
- Ensured compliance with procedures, documentation standards, and audits.
- Streamlined inventory management processes, reducing discrepancies between recorded and actual stock levels.
- Conducted regular inspections to maintain store cleanliness and organization standards.
Finance Team Lead
Metasoilverse
Dubai
12.2021 - 12.2022
- Conducted business and financial analysis to support operational and system improvements.
- Collaborated with technology teams to define requirements, and validate system functionality.
- Streamlined workflows through automation and process redesign.
- Supported reporting accuracy through structured reconciliations and data validation.
- Led a team to improve financial forecasting accuracy through enhanced data analysis and insights.
Team Leader – Product Control & Treasury Finance
Bank of America
Gurugram
05.2018 - 08.2021
- Led business process analysis, requirements documentation, and workflow improvements.
- Performed month-end closings, reconciliations, and journal entry reviews.
- Analyzed system outputs and resolved data and process discrepancies.
- Acted as a liaison between the finance, operations, and technology teams.
- Supported regulatory and compliance reporting in a large enterprise environment.
Education
North American Business Management - North American Business Management
Capilano University
North Vancouver, BC, Canada12-2023
MBA - Finance
ICFAI Business School
Hyderabad, India08-2018
Bachelor of Commerce - Accounting And Finance
Panjab University
Chandigarh, India05-2016
Skills
- Accounts receivable and billing operations
- Business and systems analysis
- Workflow and process mapping
- Requirements gathering and documentation
- Financial and operational reconciliations
- Journal entries and general ledger
- Claims processing and adjustments
- Data analysis and reporting
- Stakeholder and client support
- Change and process improvement
- Testing, validation, and issue resolution
- Customer relationship management
SYSTEMS & TECHNOLOGY
SAP | Oracle | FinMan | OPAL | Sierra | VMaster | Hydrogen | Roxx | RAM | BUCS | Citrix | Quartz
QuickBooks | Tally
MS Excel (Pivot Tables, VLOOKUP) | MS Word
ADDITIONAL STRENGTHS
- Typing speed: 45+ WPM
- Strong analytical reasoning and problem-solving skills
- Comfortable working independently or in cross-functional teams
- Proven ability to learn and support complex enterprise systems
- Strong alignment with Fraser Health values of respect, caring, and trust
ACCOMPLISHMENTS
- Dedicated hours to various NGO's as a volunteer for more than 72 hours. Trained 5 new autistic volunteers, helping them with making decorative materials during Diwali festival.
- Exhibited at the Crypto expo Dubai twice in 2021 and 2022 on behalf of Metasoilverse.
- Used Microsoft Excel to develop inventory tracking spreadsheets and macros for automation.
- Awarded with bronze awards consecutively for 3 quarters at Bank of America for delivering work.
- Migrated, Trained, and handled international projects from USA to India team at Bank of America.
- Led the Official Operations Club at college as the "Club Head", leading more than 80 students.
Timeline
Financial Account Services Representative
ICBC
03.2024 - Current
Home Agent – Account & Systems Support
Nordia Inc.
07.2023 - 09.2024
Liquor Store Supervisor
Central City Liquor Store
03.2023 - 06.2024
Finance Team Lead
Metasoilverse
12.2021 - 12.2022
Team Leader – Product Control & Treasury Finance
Bank of America
05.2018 - 08.2021
North American Business Management - North American Business Management
Capilano University
MBA - Finance
ICFAI Business School
Bachelor of Commerce - Accounting And Finance
Panjab University