Sukhman Kaur
Centreville
Summary
Analytical and results-oriented management and marketing graduate with an MBA from Gardner-Webb University. Experienced in financial modelling, data analysis, and portfolio management through hands-on projects and internships. Proficient in Excel, Power BI, and financial statement analysis, with a solid foundation in corporate finance and market strategy. Passionate about leveraging data-driven insights to support business decisions and drive financial performance in an entry-level finance or analyst role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accountant, Sales & Use Tax
Presidio
Reston, VA
07.2024 - 09.2025
- Prepared and reviewed federal, state, and local tax returns by collecting and analyzing client financial data, improving filing accuracy by 15%.
- Conducted property tax assessment reviews and coordinated with local jurisdictions to verify accurate and compliant valuations.
- Evaluated tax liabilities on over 500 customer invoices monthly, ensuring precise reporting and minimizing compliance risks.
- Performed detailed data entry, classification, and reconciliation in accounting systems, maintaining 100% accuracy for month-end reporting.
- Applied investigative techniques to verify proper tax treatment of products, preventing potential misclassification penalties.
- Collaborated with teams to resolve invoice discrepancies, reducing outstanding balances by 10%.
- Leveraged advanced Excel functions (PivotTables, VLOOKUP, conditional formulas) to streamline reporting, saving 20+ hours weekly in data analysis.
- Supported month-end and quarterly reporting processes while ensuring compliance with corporate accounting policies and regulatory standards.
Financial Analyst
HCA Healthcare
Denver, CO
04.2023 - 06.2024
- Conducted in-depth financial analysis to evaluate business performance, support forecasting, and identify cost-saving opportunities across departments.
- Prepared detailed financial models and variance reports to guide budgeting and strategic planning decisions.
- Partnered with accounting and operations teams to reconcile monthly financial statements and ensure accuracy in journal entries and balance sheet accounts.
- Developed automated Excel and Power BI dashboards to monitor KPIs, enhance reporting accuracy, and streamline month-end close processes.
- Supported preparation of annual budgets and quarterly forecasts by consolidating data and interpreting business trends and economic indicators.
- Perform data reconciliation and detailed data mining to identify discrepancies and ensure compliance with tax requirements.
- Provided financial insight to leadership through ad-hoc reporting, variance analysis, and scenario modeling to inform executive decisions.
- Ensured compliance with HCA Healthcare financial policies, GAAP standards, and regulatory requirements during audits and reporting cycles.
Marketing Intern
Night Watch Urgent Care
Aldie, VA
01.2023 - 06.2023
- Tracked communications strategies, advertising campaigns, and marketing approaches to measure successes and failures, and executed social media strategies/content to increase engagement.
- Developed strategic plans for launching a new clinic into the market.
- Performed clinical procedures, collected patient data, prepared lab specimens, and organized results for physician review.
- Taught patients about medications, procedures, and care plan instructions.
- Maintained accurate medical records through charting, transcription, and data entry into the electronic health record system.
Sales Manager
Express
Fairfax, VA
08.2022 - 04.2023
- Coached and counseled sales personnel to enhance individual selling efforts and meet sales targets.
- Conducted team meetings to reinforce goals, objectives, and policies, ensuring a clear understanding.
- Managed the entire store and supervised 15 to 20 employees in the absence of the store manager.
- Provided coaching on successful selling methods, and encouraged cross-selling to increase revenue.
- Established and nurtured strong business relationships with both new and existing customers.
Front Desk Supervisor
Onelife Fitness
Burke
04.2019 - 04.2022
- Managed over 30 inquiries daily via a multi-line phone system, resulting in a 10% increase in sales.
- Developed a skilled team through recruitment, training, and supervision, offering constructive feedback to foster growth.
- Planned coverage needs, and organized services to support incoming special events.
- Kept accounts in balance, and ran daily reports to verify totals.
- Sorted mail and other important data in the manager's absence, promoting quick delivery of all messages to recipients.
Education
MBA - Business Administration
Gardner Webb University
Boiling Springs, NC05.2025
Bachelor of Science - Business Management
George Mason University
Fairfax, VA05.2024
Skills
- Financial Analysis & Reporting: Financial Modeling & Forecasting, Budgeting & Variance Analysis, Financial Statement Analysis (Income Statement, Balance Sheet, Cash Flow), Tax Preparation & Sales/Use Tax Compliance, Month-End Reconciliation & Account Balancing
- Data Analytics & Visualization: Microsoft Excel (Advanced Functions: PivotTables, VLOOKUP, IF Statements, Data Validation, Charts, Dashboards), Power BI (Interactive Dashboards, KPI Tracking, Data Visualization), Data Cleaning & Validation for Financial Accuracy, Business Performance & Trend Analysis
- Accounting & ERP Systems: QuickBooks (Journal Entries, Reporting, Reconciliations), SAP / Oracle / NetSuite, Sales & Use Tax Software (Avalara, Vertex, Costpoint), General Ledger & AP/AR Systems
- Analytical & Business Tools: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google Workspace (Sheets, Docs, Slides), CRM Systems (Salesforce or Equivalent), Report Automation & Data Entry Efficiency
Websites
Certification
Business Analytics Science (University of Virginia)
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Full Professional
Timeline
Accountant, Sales & Use Tax
Presidio
07.2024 - 09.2025
Financial Analyst
HCA Healthcare
04.2023 - 06.2024
Marketing Intern
Night Watch Urgent Care
01.2023 - 06.2023
Sales Manager
Express
08.2022 - 04.2023
Front Desk Supervisor
Onelife Fitness
04.2019 - 04.2022
MBA - Business Administration
Gardner Webb University
Bachelor of Science - Business Management
George Mason University