Shachi Patel

Professional with expertise in financial operations, technical support, and compliance management

Brampton, CA.

About

Highly analytical and customer-focused professional with a proven track record in financial transaction processing, operational support, and technical application assistance. Adept at managing high-volume service environments, resolving complex inquiries, and maintaining 99% data accuracy while ensuring strict regulatory compliance. Leverages strong communication and problem-solving skills to enhance user adoption, streamline workflows, and drive operational efficiency across diverse technical and financial platforms.

Work

Empire Distributions Inc.

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Bookkeeper / Operations Support

Mississauga, ON, Canada

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Summary

Led bookkeeping and operational support functions, ensuring financial accuracy and compliance while enhancing workflow efficiency for Empire Distributions Inc.

Highlights

Processed 30+ daily financial transactions in QuickBooks with 99% accuracy, consistently ensuring stringent compliance with internal policies and financial regulations.

Managed comprehensive accounts payable and receivable processes, handling 20+ weekly approvals and promptly resolving discrepancies to maintain financial integrity.

Investigated and resolved complex billing inquiries, delivering timely and customer-focused solutions that improved client satisfaction and reduced escalations.

Maintained meticulous financial records and generated detailed reports, supporting accurate decision-making and ensuring full regulatory compliance.

Collaborated effectively with cross-functional teams to streamline operational workflows, resulting in a quantifiable 15% improvement in overall efficiency.

Sierra Supply Chain Services

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Junior Application Support Specialist

Mississauga, ON, Canada

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Summary

Provided critical application support, managing high-volume client and internal service requests to enhance user experience and operational efficiency at Sierra Supply Chain Services.

Highlights

Managed 40-60 daily client and internal service requests, consistently exceeding Service Level Agreement (SLA) targets for timely resolution and service quality.

Achieved an 85% first-contact resolution rate for inquiries, significantly enhancing overall client satisfaction and minimizing follow-up issues.

Provided expert guidance on system navigation and digital tools, leading to improved user adoption and an enhanced overall user experience.

Maintained meticulous documentation and records of support interactions, ensuring strict compliance with operational standards and facilitating knowledge transfer.

Analyzed recurring technical issues to implement process improvements, reducing overall issue resolution time by 20% and improving system stability.

Sierra Supply Chain Services

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Help Desk Support Specialist

Mississauga, ON, Canada

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Summary

Delivered frontline technical support, efficiently resolving daily service requests and developing user resources to enhance self-service capabilities for Sierra Supply Chain Services.

Highlights

Provided efficient frontline technical support, managing over 30 daily service requests with high accuracy and precision.

Assisted clients with complex technical and system-related inquiries, significantly improving their confidence and proficiency with digital tools.

Developed and implemented 10+ comprehensive user guides, which reduced repeat inquiries by 18% and promoted user self-service capabilities.

Analyzed customer issue trends to identify root causes, contributing directly to key process improvements and optimizing service delivery.

Education

Seneca Polytechnic

North York, ON, Canada
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Bachelor of Technology Software Development

Languages

English

Hindi

Gujarati

Punjabi

Certificates

QuickBooks Online Certification

Intuit

IT Service Desk: Service Management

LinkedIn Learning

SQL Basic

Hacker Rank

Skills

Systems & Tools

MS Word, Excel, Outlook, Microsoft 365, Smartsheet, QuickBooks Online.

Operations

Transaction Processing, Documentation, Reporting, Data Validation, Accuracy & Compliance.

Communication

Verbal & Written Communication, Customer Support, Cross-Team Coordination, Time Management.