Summary
Overview
Work History
Education
Skills
Software
Accomplishments
Projects
Certification
Hobbies and Interests
Disclaimer
Timeline
Generic
Tarpreet Kaur

Tarpreet Kaur

Finance
Delhi

Summary

Results-oriented finance professional specializing in financial analysis and strategic planning. Delivers accurate financial reports and insights that inform decision-making. Collaborates effectively to achieve goals through data analysis and financial modeling. Focused on enhancing organizational performance and supporting strategic objectives.

Overview

5
5
years of professional experience
6
6
Certifications

Work History

Sr. Finance Analyst

TATA Consultancy Services
06.2025 - Current
  • Directed management of substantial portfolio of client accounts, maintaining high standards for record accuracy and timely discrepancy resolution.
  • Enhanced customer relationships through clear, empathetic communication—elevating satisfaction even during challenging financial discussions.
  • Coordinated across departments to address issues and enhance processes, ensuring accurate and timely data management.
  • Addressed customer account discrepancies by partnering with cross-functional teams, strengthening accuracy and trust.
  • Facilitated management of time-sensitive tasks among various stakeholders while upholding standards of accuracy and professionalism.
  • Interacted with customers concerning overdue accounts and payment alternatives, enhancing understanding and responsibility.
  • Mentored junior analysts on best practices in collections and account management.
  • Authenticated transaction information, verifying funds received alongside total account balances for precise financial reporting.
  • Recommended strategies to senior management for effectively managing delinquencies and minimizing bad debt losses.
  • Reviewed and corrected challenging collection discrepancies, elevating accuracy in account reconciliations.
  • Leveraged advanced data analysis tools to detect patterns optimizing collection strategies and efficiency.
  • Created and sustained comprehensive reports on collection performance enhancing strategic decision-making.
  • Coordinated efforts among collections team, sales representatives, and management to address discrepancies or disputes related to invoicing or payments.
  • Tracked thorough records of all collection activities supporting reliable reporting and performance assessment.
  • Orchestrated compilation of accounts receivable journal entries for accounting month-end close.
  • Analyzed and resolved complex collection discrepancies, enhancing accuracy in account reconciliations.
  • Collaborated with cross-functional teams to streamline collection processes, resulting in reduced turnaround times.

Sr. Analyst/Project Management

HCL Tech
07.2024 - 05.2025
  • Showcase ability to manage projects effectively, ensuring timely delivery and adherence to budget limits.
  • spearheaded full lifecycle implementation of enterprise platforms…
  • led requirements analysis, configuration, and user adoption…
  • coordinated cross-functional stakeholders during onboarding…
  • Lifecycle Implementation Manager with strong expertise in end‑to‑end system deployment, client onboarding, and cross‑functional project execution. Highly skilled in configuring complex workflows, optimizing processes, and driving user adoption
  • Skilled in project planning, risk management, team leadership, and stakeholder communication.
  • Directed implementation of WAN internet dedicated services, managing both types of orders. Facilitated order management processes to improve service delivery timelines. Optimized workflows for managed and non-managed orders to enhance operational efficiency.
  • Conducted comprehensive analysis of business sites to identify service needs and recommend improvements for increased operational efficiency.

“Optimized workflows to improve platform usage

Business Representative

British Telecom
04.2023 - 07.2024
  • Role : -Review and verify customer orders for accuracy, including product specifications, pricing, and delivery details.
  • -Enter order data into the company's computer system, ensuring all information is accurate and complete for processing.
  • -Generate invoices and shipping documents, such as packing slips and labels, to prepare orders for dispatch.
  • -Perform end-of-day reconciliation tasks, including verifying that all orders have been correctly processed and addressing any discrepancies.

Sr, Representative

Concentrix Daksh Services
03.2021 - 04.2023
  • Role : -Naming customers' needs to achieve customer satisfaction.
  • -Attending to customer complaints and undertaking steps to effectively resolve them.
  • Handled email contacts and closed them following the process SOP and requirements.
  • Managed quality and training team to address operational issues.
  • -Experience of implementing procedures and service standards for business excellence.
  • -Developing quality control procedures.
  • -Overseeing quality control teams.

Education

B.Com -

University of Delhi
Delhi

12th -

SKV Delhi (CBSE)
Delhi

10th -

SKV Delhi (CBSE)
Delhi

Skills

Financial analysis

Financial account reconciliation

Data analysis

Collections negotiation

Strategic portfolio oversight

Critical analysis

Strategic issue identification

Leadership skills

Cross-functional teamwork

Effective communication

Effective listening

Conflict resolution

Effective stress management

Approachable professional attitude

Ethical practices

Effective listening

Conflict resolution

Effective stress management

Approachable professional attitude

Ethical practices

Software

Pivot Table

UOTM

EzStatus

Flow360

Excalibur

AWS

IFS

SAP 8

SAP By Design

Great Plains

Salespad

Oracle

BowerBI (Snowflake)

Salesforce

Accomplishments

  • Best Teamwork Award, All-Rounder - Online Implementation Champion
  • Awarded the Best Employee

Projects

Quality upgrade drive, Handled a team of 7-10 people to analyze the performance as per SOP and company requirement in order to make sure that everyone is following the updated process parameters as per client requirements., 6 months, 8, Sr. Quality Analyst

Certification

Developing Adaptability as a Manager (LinkedIn Learning)

Hobbies and Interests

  • I like adventure travel.
  • Interacting with people is my passion.
  • Motivate people around me to achieve their professional goals.
  • Interacting with new people to gain Professional knowledge

Disclaimer

I hereby declare that the above mentioned details are true to the best of my knowledge.

Timeline

Cloud Computing: Understanding Networking (LinkedIn Learning)

01-2026

Preparing Your Organization for AI Agents (LinkedIn Learning)

01-2026

Developing Adaptability as a Manager (LinkedIn Learning)

12-2025

Adaptive Project Leadership (LinkedIn Learning)

12-2025

Foundations of Responsible AI (LinkedIn Learning)

11-2025

Data Analytics for Business Professionals (LinkedIn Learning)

10-2025

Sr. Finance Analyst

TATA Consultancy Services
06.2025 - Current

Sr. Analyst/Project Management

HCL Tech
07.2024 - 05.2025

Business Representative

British Telecom
04.2023 - 07.2024

Sr, Representative

Concentrix Daksh Services
03.2021 - 04.2023

12th -

SKV Delhi (CBSE)

10th -

SKV Delhi (CBSE)

B.Com -

University of Delhi
Tarpreet KaurFinance