Coupa
Rajneet Kaur
Finance Analyst
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure finance position. Ready to help team achieve company goals.
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Teacher's Assistant
University Of Wisconsin Milwaukee
06.2024 - Current
- Attended training classes, parent conferences and faculty meetings to stay up-to-date on student progress.
- Reviewed lesson material with students individually or in small groups.
- Developed materials for classroom teachers to support instruction, lab work or in-class activities.
- Encouraged small groups to discuss topics and explore concepts through hands-on activities.
PIP Mentor
University Of Wisconsin Milwaukee At Waukesha
01.2024 - Current
- Adapted mentorship style based on individual mentee needs, enabling tailored interventions that drove better results than one-size-fits-all approaches.
- Offered constructive feedback on mentee progress, enabling them to refine their skills and enhance their potential.
- Assisted mentees in setting achievable goals and creating realistic action plans for personal and professional growth.
Accounts Payable Executive
Zscaler
07.2022 - 07.2023
- Accomplished timely payment of invoices by maintaining accurate records and tracking due dates, minimizing late fees and interest charges.
- Improved financial reporting accuracy by performing regular account reconciliations, identifying discrepancies, and rectifying errors.
- Supported audit preparation with thorough documentation maintenance, leading to smooth audit processes and favorable results.
- Collaborated closely with procurement teams to ensure timely receipt of goods or services before initiating payment processes.
- Assisted in budget development through analysis of historical spend data, enabling more informed financial planning decisions.
- Reduced invoice processing time with the adoption of an electronic invoicing system, enhancing the company''s cash flow management.
Finance Trainee
Solitaire Infosys
01.2022 - 06.2022
- Assisted in tax planning strategies, ensuring compliance with local regulations and minimizing company liabilities.
- Evaluated credit applications from prospective clients using established risk assessment criteria to protect company assets.
- Contributed to successful internal audits by maintaining organized and up-to-date financial records.
- Improved cash flow management by optimizing accounts receivable and payable processes, reducing outstanding balances.
Accounts Executive
CA Narang &Co.
10.2020 - 11.2021
- Increased client satisfaction by effectively managing accounts receivable and payable processes.
- Coordinated month-end closing activities to ensure timely completion of financial statements for executive review and decision-making purposes.
- Analyzed accounts for delinquencies and other ongoing issues.
- Reduced financial discrepancies by implementing stringent internal controls and audits to ensure accurate recordkeeping.
Education
Master of Science - Finance Analysis
University of Wisconsin
Milwaukee 04.2001 -
MBA - Finance
Guru Nanak Dev University
Amritsar 04.2001 -
Bachelors of Commerce -
Guru Nanak Dev University
Amritsar 04.2001 -
Skills
Invoice Processing
ERP systems proficiency
Tax Compliance
Expense Tracking
Cash Flow Forecasting
Microsoft Excel expertise
Tax Preparation
Payment Processing
Budget Planning
Microsoft Office
Data Entry
Decision-Making
Excellent Communication
Time management abilities
Adaptability and Flexibility
Effective Communication
Attention to Detail
Problem-solving aptitude
Analytical Skills
Financial records and reporting
Payroll Preparation and Processing
Payment Calculation
Inventory Management
Generally Accepted Accounting Principles
Additional Information
Projects Undertaken :
Capital Budgeting : This project incudes building a model that helps the user (a corporate manager) in selecting a subset of capital projects from among several available projects with constraints on total initial investment and overall risk of the invested capital.
Forecasting Financial Statements and Valuation : This project includes building a model that forecasts a firms Financial statements for
five years and then discounts it projected dividends to estimate the value of the stock.
ERP Evaluation : Research was conducted among the employee to learn about their perspectives towards ERP softwares.
Software
Netsuits
Gretl
Service Now
Excel
Quick Books
Busy
Tally ERP9
SAS
Campus Edge ERP
Vision
Contract Wrangler
Certification
Tally ERP.9
Timeline
Teacher's Assistant
University Of Wisconsin Milwaukee
06.2024 - Current
PIP Mentor
University Of Wisconsin Milwaukee At Waukesha
01.2024 - Current
Accounts Payable Executive
Zscaler
07.2022 - 07.2023
Finance Trainee
Solitaire Infosys
01.2022 - 06.2022
Accounts Executive
CA Narang &Co.
10.2020 - 11.2021
Master of Science - Finance Analysis
University of Wisconsin
04.2001 -
MBA - Finance
Guru Nanak Dev University
04.2001 -
Bachelors of Commerce -
Guru Nanak Dev University
04.2001 -