POONAM SAHU

Onboarder – Focuses on bringing vendors or clients into a system, including documentation and setup.

Coordinator – Broad but fits if the role involves a lot of communication and procedural oversight.

Integrator – Suggests bringing together various elements (like vendors, legal docs, and customer alignment).

• Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
• Coordinated pre-employment screenings, background checks, and documentation requirements to expedite hiring timelines and reduce potential delays in bringing talent onboard.
• Led professional and thorough orientation sessions, introducing new hires to key company information.
• Created smooth onboarding processes to help new hires adjust to company policies, procedures and processes.
• Put together employee files and collected required digital or physical information to meet requirements.
• Evaluated the effectiveness of onboarding strategies, continually updating approaches based on feedback and best practices.
• Managed multiple onboarding projects simultaneously, ensuring timely completion while maintaining high-quality standards.

• Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
• Gathered financial information, prepared documents, and closed books.
• Reconciled accounts and reviewed expense data, net worth, and assets.
• Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
• Used advanced software to prepare documents, reports, and presentations.
• Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
• Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
• Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
• Handled day-to-day accounting processes to drive financial accuracy.
• Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
• Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
• Prepared and filed tax forms to meet needs of customers.
• Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
• Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
• Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.

• Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
• Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
• Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
• Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
• Developed strong relationships with clients through regular communication and excellent customer service.
• Increased client satisfaction, providing personalized investment advice based on thorough financial analysis.
• Streamlined client reporting mechanisms, providing more transparent and accessible investment performance data.
• Enhanced team productivity with introduction of streamlined processes for client assessments and follow-ups.
• Led team in development of digital advisory platform, enhancing accessibility and engagement for clients.
• Cultivated network of industry professionals to support client needs beyond traditional financial advisory services.
• Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
• Improved client retention rates by developing and implementing comprehensive advisory plans tailored to individual needs.