Summary of Qualifications
Detail-oriented finance professional with expertise in general ledger maintenance, full-cycle accounting, and insurance services. Demonstrated success in account reconciliation, payroll processing, and client financial planning. Ohio licensed Life and Health Insurance agent with appointments at leading national carriers.
Education
Cleveland State University | Cleveland, Ohio
Expected May 2027
Masters of Accountancy and Analytics
GPA: 3.94
Guru Nanak Dev University | Amritsar, Punjab, India
May 2018
Bachelor of Commerce (B.Com)
Technical Skills
| Spreadsheet & Data Tools: | Microsoft Excel, Power BI, Pivot Tables |
| Social Media & Web: | LinkedIn, Instagram, Personal Website (robinmandfinancial.com) |
| Office Productivity: | Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) |
Skills
Full-Cycle Accounting • General Ledger Maintenance • A/P and A/R • Account Reconciliation • Payroll Processing • Life & Health Insurance • Financial Planning • Customer Relations • Communication
Licenses & Certifications
Ohio Life and Health Insurance License
2026
State of Ohio Department of Insurance
Work Experience
World Financial Group / AEGON | Ohio
May 2026 – Present
Independent Insurance Agent
- Ohio licensed Life and Health Insurance agent appointed with Transamerica and Nationwide, offering a diverse portfolio of life, health, and financial products.
- Conduct needs assessments and develop personalized financial strategies for clients.
- Build and maintain client relationships to drive retention and referral-based growth.
B.B.M Trading Co. | Amritsar, Punjab, India
May 2017 – January 2021
Bookkeeper / Intern
- Reviewed purchase documents and company receipts to reconcile with statements.
- Prepared monthly financial reports through collection, analysis, and summarization of account information.
- Coordinated with vendors and clients to resolve billing and payment discrepancies.
- Certified payroll, processed electronic deposits and pay adjustments, and distributed employee checks.
- Maintained accounts payable and receivable for timely billing and payment processing.
Volunteer Experience
Guru Nanak Foundation | Richfield, Ohio
January 2026 – Present
Assistant Education Secretary & Punjabi Teacher
- Volunteer Punjabi language teacher, developing and delivering lessons to students.
- Serve as Assistant Education Secretary, supporting educational programs and coordination.