Simran Sharma

Analytical and detail-oriented business professional with experience in sales analysis, business planning, financial reporting, inventory control, business operations, transaction management, and performance tracking. Skilled at analyzing sales and operational data, identifying trends, monitoring inventory and expenses, and translating data into actionable insights that support business decisions and planning. Experienced in business and operational planning, including coordinating priorities, monitoring timelines, tracking sales and financial performance, managing resources, and supporting management decision-making.

Proficient in Microsoft Excel, reporting systems, CRM platforms, financial records, and high-volume data management with a strong focus on accuracy, organization, and efficiency. Brings a combination of sales, planning, analytical, financial, and operational experience, with the ability to manage competing priorities, collaborate across teams, identify opportunities for improvement, and communicate information

Business Operations & Finance Coordinator at AK Consultants (2026-01 – 2026-09)

• Support business and operational planning by organizing workloads, monitoring timelines, tracking priorities, and coordinating resources across multiple concurrent projects.
• Manage high-volume client applications and documentation, ensuring accuracy, completeness, and timely processing across multiple systems.
• Analyze and verify documentation, identify discrepancies, and resolve issues proactively to maintain data accuracy and operational efficiency.
• Maintain detailed databases, reports, and records while performing high-volume data entry with exceptional accuracy.
• Monitor application activity and timelines, track outstanding requirements, and proactively follow up to ensure deadlines are met.
• Coordinate priorities across internal teams while managing multiple concurrent workflows in a fast-paced environment.
• Support financial and administrative planning, including budgeting, expense monitoring, revenue tracking, and cash-flow management.
• Maintain organized and confidential business records while ensuring information is accurate and accessible.
• Support bookkeeping, accounts payable and receivable, transaction recording, and general ledger maintenance.
• Process invoices, track payments, reconcile accounts, and maintain accurate financial documentation.
• Prepare sales quotations, invoices, contracts, and payment records while supporting the complete sales administration cycle.
• Prepare reports and organize business data to support planning, forecasting, and management decision-making.
• Identify opportunities to improve administrative and financial workflows and implement organized processes to improve operational efficiency.
• Provide reporting and operational support to leadership for business planning and resource management.

Business Planning/Operations, Accounts Management & Finance Analyst at MJM Windows & Doors (2021 – 2026)

• Supported business, sales, financial, and operational planning by analyzing historical performance, revenue activity, expenses, inventory, and transaction data.
• Analyzed sales performance, transaction data, operational activity, and financial information to support management decision-making and future planning.
• Managed and monitored sales transactions, banking activity, and financial records, ensuring accuracy across daily business operations.
• Monitored sales performance and revenue activity to identify trends and support sales planning and business growth initiatives.
• Managed inventory records and monitored inventory activity to support inventory planning and operational requirements.
• Used Excel to organize and analyze sales, inventory, financial, and operational information and develop reports for management.
• Supported budgeting, expense planning, revenue tracking, and project cost analysis to improve financial visibility.
• Reviewed invoices, purchase orders, contracts, and financial documentation to identify discrepancies and maintain accurate records.
• Analyzed historical business information to identify trends, opportunities, and areas requiring operational adjustments.
• Supported management with business planning, sales planning, resource planning, and operational decision-making.
• Helped coordinate business priorities and timelines across sales, operations, finance, and administration.
• Identified workflow improvements and supported the implementation of more efficient planning and reporting processes.
• Collaborated with leadership to translate business data into actionable information for planning and performance management.

Administrative Assistant at MJM Windows & Doors (2019 – 2021)

• Supported daily business operations, scheduling, documentation, and day-to-day business planning.
• Maintained spreadsheets and business records used for operational tracking and planning.
• Assisted with customer communication, scheduling, sales administration, and coordination of daily activities.
• Organized business information and documentation to support efficient workflow planning.
• Developed strong organizational, time-management, and coordination skills in a fast-paced business environment.

Mini MBA in Business Administration – University of British Columbia

Certificate in Data Analytics – Google

Certificate in Wharton Business Fundamental – University of Pennsylvania

Bachelor in Criminology – Simon Fraser University (2021 – 2024)

Certificate in Market Research: Consumer Behavior & Psychology