Summary
Overview
Work History
Education
Skills
Additional Information
Software
Certification
Timeline
Generic

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

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

Coupa

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 -

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Rajneet KaurFinance Analyst