Mansi Desai
Vadodara
Summary
Detail-oriented and reliable professional with experience in Finance Support, Office Administration, and customer service. Skilled in Accounts Payable, debt collection, inventory management, and database maintenance. Proven ability to negotiate payment plans, coordinate Administrative Tasks, and build strong client relationships. Proficient in the Microsoft Office Suite, with strong organizational, communication, and problem-solving skills. Adept at Multitasking in fast-paced environments while maintaining accuracy and professionalism.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Service Representative
MJR Capital Services Inc
Toronto
04.2024 - 06.2025
- Managed customer relationships by resolving credit card payment issues, Handling Inquiries, and offering personalized Financial Advice.
- Coordinated internal and external communications to ensure accurate information flow, and efficient service delivery.
- Maintained and updated financial records, credit files, and computerized systems for Compliance and accuracy.
- Advised clients on debt management, investments, and financial planning, while upholding fiduciary responsibilities.
Data and Reporting Analyst
Home Hardware Stores limited
Toronto
10.2022 - 11.2023
- Manage ad-hoc reporting requests, extracting data from various systems, and selecting appropriate tools to develop accurate, timely reports.
- Create, test, and distribute Month-end reports in collaboration with business units, pulling and integrating data from multiple sources.
- Support Quality control efforts, including POS data scrubbing, and vendor/item data accuracy.
- Manage and complete assigned projects within scope and timeline expectations, balancing day-to-day reporting with broader business priorities.
Administrative Assistant
Shuman and Association
Montreal
01.2022 - 06.2022
- Assisted in preparing monthly accounts payable reports and supported the finance team with reimbursements and budgeting.
- Utilized supply chain and inventory management skills to maintain adequate office supplies.
- Developed and maintained a well-organized client database, delivered exceptional customer service, and built strong business relationships.
- Managed office equipment and prepared documents, reports, and presentations efficiently.
- Coordinated meetings and travel arrangements, handled invoices, managed purchases, and performed reconciliations.
Education
Post Graduate Diploma - Accounting and Management
CDE College
Montreal01-2022
Bachelor of Commerce - Accounting and Management
The Maharaja Sayajirao University
India01-2019
Skills
- Technical Skills: MS Excel, Word, PowerPoint, QuickBooks, Microsoft Teams, Financial Analysis, Cash Flow Management
- Industry Skills: Internal Audit, Data entry, Account Investigation, Budgeting, Scheduling, and Reporting
- Soft Skills: Team Collaboration, Critical Thinking, Organizational skills, Multitasking and Adaptability, and Attention to Detail
Certification
QuickBooks Certification
Coursera- 2022
- Proficient in managing accounts payable/receivable, invoicing, bank reconciliations, expense tracking, and generating accurate financial reports for bookkeeping and small business finance.
Microsoft Excel Certification
Coursera- 2021
- Proficient in Microsoft Excel, including formulas, PivotTables, VLOOKUP, charts, data validation, macros, and conditional formatting.
Fundamentals of Project Management
Google- 2021
- Gained knowledge in handling projects, team communication, and organizational skills, along with acquiring detailed information in initiating, planning, executing, monitoring, and controlling.
Accomplishments
Peer Mentor
CDE College •September 2020 - December 2021
- Mentored and assisted first-year students with academic advising, analyzed techniques, and utilizing campus resources to ensure a smooth transition into college life.
- Organized and led group mentoring workshops aimed on time management, goal setting, and career planning, fostering student engagement and retention.
- Provided one-on-one support and guidance to students, addressing academic and personal challenges while promoting a positive and inclusive learning environment.
- Engineered a comprehensive solution, optimizing processes and enhancing resource allocation for improved operational performance
Timeline
Financial Service Representative
MJR Capital Services Inc
04.2024 - 06.2025
Data and Reporting Analyst
Home Hardware Stores limited
10.2022 - 11.2023
Administrative Assistant
Shuman and Association
01.2022 - 06.2022
Post Graduate Diploma - Accounting and Management
CDE College
Bachelor of Commerce - Accounting and Management
The Maharaja Sayajirao University
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