Parteek Kathpal

Experience

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  Flipkart

  May 2016 - May 2016

  Project ANUBHAV

  Practical live experience on the last mile of supply chain and managementComplete practical exposure of it's ekart logistics and the process.Cash management at delievery hubsFace to face interactions with customersAnalysis of customer experiencePresenting the ideas and suggestions on the basis of analysis

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  VARUN BEVERAGES LIMITED

  Jun 2016 - Aug 2016

  Finance Intern

  Processing payments and documents such as invoices,journal vouchers,advances,employee reimbursementsVerifies items billed against items ordered and recieved and reconciles differences through follow-up with vendorCash management for petty expenses and reimbursementsReview of the financial statementsDaily accounting

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  Chisel Creative Network

  Jul 2017 - Sept 2017

  Finance Analyst Intern , Egypt

  -Built financial models for start-ups and provide reports for investment decisions.-Prepared factual reports covering company’s overview and business segments,industry outlook and trends,recent news,financial analysis,key ratios,capital structure and liquidity and credit weakness and strengths.-Financial Planning and Analysis according to Egypt environment.-Cash management for petty expenses and reimbursements.

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  Silverskills Private Limited

  Oct 2017 - May 2018

  Relocation Analyst(Client Accounting)

  - Processing of payments of employees and vendors of clients all around the world.- Verification of payments through various policies - Currency conversion and payment modes to be verified- Checking of genuine receipt and vendors- Clarifications to be made by the on shore team over the calls and mails- Day end reporting for the whole team to senior management- Allocation of all payments and work to the team members

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  EY

  Jun 2018 - Jun 2020

  Advanced Associate

  - Overall coordination for complete statutory audit of a financial year of multiple clients.- Preparing budgets of multiple resources and effective allocation of work accordingly.- Financial SAD analysis- Tracking of complete audit cycle for complete year and reporting the insights directly to the primary audit team of client across the globe.- Cross utilized with different teams and worked for multiple projects.

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  Better

  Jul 2020 - Dec 2021

  Disclosure Audit - Analyst

  -Review of closed loan packages & verify is to ascertain that the loan closed/funded is in compliance with Federal, State & Investor’s guidelines & without any defects in a loan’s life cycle. -Calculating taxes, insurance, interest amount & monthly payments correctly to ensure accuracy of disclosures.-Determine the authenticity of data, analyse it & escalate issues to respective teams in loan’s mortgage life cycle.-Work on closing conditions required for a loan to be purchased by Investor. -Maintain contact with the settlement agents to ensure prompt delivery of disbursement ledgers & recorded documents.-100% accuracy with finding defects & errors on loan files audited. Ensure 100% adherence to timelines.-Additional ad-hoc responsibilities as dictated by the needs of the business. Show less

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  Walmart Canada

  Feb 2022 - Jul 2024

  Coordinate Front End operations to provide exceptional customer service, ensuring a positive shopping experience and driving customer loyalty. Ensures compliance with Company programs, while maintaining operational standards. -Provide exceptional customer service and assist in salesfloor operations in order to ensure a positive shopping experience and drive customer loyalty.-Assist in different departments across the workplace and gained experience in multiple roles.-Gather customer feedback by online surveys and try to improve internally with the team to for better service.

  • Customer Service Manager

    Dec 2022 - Jul 2024

  • Customer Service Associate

    Feb 2022 - Nov 2022
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  Wasteco

  May 2023 - Aug 2024

  Sustainability Advisor
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  PwC Canada

  Sept 2024 - now

  ESG Reporting and Assurance