Summary
Overview
Work history
Education
Timeline
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Gurveen Kaur

Summary

Friendly and approachable individual committed to improving and streamlining financial processes within organisations. Committed to keeping accurate financial records by monitoring accounts payable and receivable statuses. Excellent communicator, developing rapport across all levels of business to maintain clear, concise information into accounting team.

Overview

4
4
years of professional experience

Work history

Finance Assistant

The FoodFellas
Uxbridge, Hillingdon
09.2024 - Current
  • Completed and submitted accurate sales documentation using Salesforce.
  • Experience using Sage 50.
  • Experience using customer invoicing portals.
  • In charge of 150 customer accounts.
  • Performed credit control tasks, minimizing bad debts.
  • Maintained positive cash flow by ensuring timely payments from clients.
  • Preparing and sending invoices daily.
  • Checked invoices against received goods confirming correct charges were applied.
  • Resolved invoices queries and raised credit notes by communicating clearly and professionally.
  • Participated in monthly, quarterly and annual audits.

Health Advisor

111 Pactice Plus Group
Uxbridge, London
06.2022 - Current
  • As a health advisor for the last two years, I answer and take charge of incoming 111 calls at the Uxbridge- Stockley Park office.
  • I use the NHS pathways triage system to gain an initial assessment of both the patient and the situation in an efficient, reassuring manner.
  • I have also completed core module 1 and 2 with full knowledge of Adastra.
  • Dealing with the most vulnerable and challenging members of the public and working effectively under pressure on the phone in intense life or death situations.
  • Knowledge on safeguarding and recognising potential safeguarding concerns with vulnerable adults and children (CPIS).
  • Good computer skills using outlook and effective at summarised notetaking for onward referrals such as CAS, clinicians, and GP OOH.
  • Good communication skills especially with distressed and anxious callers by listening to the patients concerns with attention to detail and a clear voice.

Sales Assistant

Boots
Hounslow, London
10.2020 - 05.2022
  • This retail job involved maintaining a clean and attractive shop floor, increasing convenience and arguably repeat purchases.
  • Managing in a fast-paced environment.
  • Responded to customer complaints, diffusing tension and reporting feedback to supervisors for service delivery improvement.
  • Worked checkout and floor sales during peak seasonal trade periods.
  • Used downtime to clean store floor, rearrange product displays and restock shelves.
  • Resolved customer queries using active listening and problem-solving skills.
  • Displayed outstanding personal presentation and customer service in customer-facing role.
  • Used open-ended questioning to understand customer needs and recommend appropriate products.

Contact tracer

NHS Test and Trace Scheme with BMG RESEARCH
11.2020 - 03.2022
  • This customer service role during our recent global pandemic was a work at home opportunity.
  • Being a key worker involved; speaking to contacts of confirmed covid-19 cases; taking note of their personal details and lastly providing crucial advice to tame the infection all over the phone.
  • Dealing with the challenging and frustrated public and explaining the importance of isolation.
  • Promptly and appropriately handing technical difficulties.
  • Adjusting to new systems and apps quickly - as the system had recently launched couple months prior.

Education

Bachelor of Arts - Accounting and Management

University Of Reading

A-Levels -

The Heathland School

GCSEs -

The Heathland School

Timeline

Finance Assistant

The FoodFellas
09.2024 - Current

Health Advisor

111 Pactice Plus Group
06.2022 - Current

Contact tracer

NHS Test and Trace Scheme with BMG RESEARCH
11.2020 - 03.2022

Sales Assistant

Boots
10.2020 - 05.2022

Bachelor of Arts - Accounting and Management

University Of Reading

A-Levels -

The Heathland School

GCSEs -

The Heathland School

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Gurveen Kaur