PROFESSIONAL SUMMARY

As a highly experienced quality professional I have over 20 years of financial accounting experience and administrative experience including extensive customer relations skills. My experiences with financial accounting and managing multiple departments to completing a variety of tasks, including but not limited to; filling out legal documents as well as supervising staff. With this experience and knowledge it has made me a well-rounded detail oriented individual. My comprehensive background and education have shown to produce results.

PROFESSIONAL EXPERIENCE

Interior Health – Administrative Services Assistant (casual on call position)

January 2016 – May 2016

Schedule and follow up appointments for patients.

Scan to file documents for doctors.

Greet and register patients for appointment.

Input information for patient appointments.

Reception coverage.

Input information for tax assessment department.

Manage vaccine inventory control and ordering.

Mitech Business Systems – Bookkeeper/Office Manager

June 2006 – July 2015

Accounts Payable.

Receive and verify invoices and requisitions for goods and services.

Verify that transactions comply with financial policies and procedures.

Prepare batches of invoices for data entry.

Data enter invoices for payment.

Manage the cheque run and prepare vendor cheques for mailing.

Maintain listing of accounts payable.

Maintain updated vendor files and file numbers.

Accounts Receivable.

Post customer payments by recording cash, cheques and credit card transactions.

Process credit card transactions.

Verify validity of account discrepancies by obtaining and investigating information from sales, service department and customers.

Resolves valid or authorized deductions by entering adjusting entries.

Resolves invalid or unauthorized deductions by following pending deductions procedures.

Resolves collections by examining customer payment plans, payment history and collections from customer.

Summarize receivables by maintaining invoice accounts; coordinating monthly transfer to accounts receivable account; verifying totals; preparing report.

Provide outstanding customer service to improve customer satisfaction and relationship.

Handle and resolve customer complaints/inquires in a professional, timely and accurate manner.

Setup and manage leasing documents and correspond with leasing company.

Set-up and maintain customer service contracts.

Provide customer with information regarding contracts and leases.

Maintain database of customer sales order and invoicing records.

Dispatch and manage technicians.

Open and closing customer work orders for service calls.

Enter time cards for technicians for appropriate customer work orders.

Handle installation and removal of equipment sold to customers.

Inventory control.

Preparing and maintaining records of all inventories.

Monitor and maintain current inventory levels, processes purchase orders as required; track orders and investigate problems.

Record purchases, maintain database, perform physical count of inventory, and reconcile actual stock count to computer-generated reports.

Receive, unpack, and deliver goods; re-stock items as necessary; label shelves for control.

Process document returns as required following established procedures.

Investigate inventory shortages and discrepancies.

Purchasing.

Prepare and review purchase orders as required.

Source price quotations and prepare purchase orders.

Match purchase order with invoices.

Expedite and follow up with suppliers to schedule deliveries, resolve material, value discrepancy, outstanding and overdue delivery of orders, warranty claims and damage, and return of materials.

Shipping and receiving.

Fill and ship customer supply orders.

Filing service work orders, supply orders and accounts payable invoices.

Manage office staff and service technicians and report to head office.

Best Friends Clothing – Owner Operator

July 2004 – June 2006

Complete store operation requirement by scheduling and assigning employees and following up on work results.

Maintain store staff by recruiting, selecting, orienting and training employees.

Maintain store staff job results by coaching, counseling and disciplining employees; planning, monitoring, and appraising job results.

Achieve financial objectives by preparing an annual budget; scheduling expenditure; analyzing variances; initiating corrective actions.

Oversee day-to-day operations.

Ensure high levels of customer satisfaction through excellent sales service.

Assess customer needs and provide assistance on product features and cross sell products.

Remain knowledgeable on products offered and discuss available options.

Ensure availability of merchandise and services and ordering appropriate product for the location and seasons.

Formulate pricing by reviewing merchandising activities; determining additional needed sales promotions, clearance sales and studying trends.

Merchandising store, updating store displays and window displays with product.

Full cycle bookkeeping for the business.

Advertising and promoting in local papers, street signage and any promotional ideas.

Billingsgate Fish Company – Bookkeeping/Accounts Payable

July 2002 – July 2004

Accounts Payable.

Match purchase orders to invoices for Calgary operations.

Verify that transaction comply with company procedures and policies.

Discuss discrepancies with purchasers and receivers.

Prepare batches of invoices for data entry for Calgary, Edmonton and St. Albert branches.

Data enter invoices for payment for all branches.

Produce weekly Canadian and US supplier cheques for all branches.

Prepare vendor cheques for approval and mailing.

Maintain updated vendor files.

Manage internal and external accounts payable inquires.

Reconcile Canadian and US bank statements.

Create and process journal entries.

Reconcile inventory and non-inventory GL accounts.

Create and process daily Accounts Receivable bank deposit.

Process time cards for all warehouse staff for payroll.

RGO Office Products – Financial Accountant/Accounts Payable Team Lead

June 1990 – July 1997

Produce monthly financial statements and create financial notes.

Create and process journal entries.

Reconciliation of bank, inventory, GST, PST, deferred revenue, and various small accounts.

General ledger maintenance.

Process journal entries.

Calculate and process commissions for 30 sales staff.

Produce GST/PST payments.

Address internal financial reporting questions.

Team lead for accounts payable staff.

Provide backup to other administrative functions (accounts receivable, accounts payable, and reception).

RGO Office Products – Intermediate Accountant/Accounts Payable Team Lead

September 1997 – July 2002

Reconciliation of bank statements.

Reconciliation of inventory for Calgary and Edmonton offices.

Create and process journal entries.

Calculate and process commissions for approximately 50 salespeople.

Administer leasing company (lease contracts, payables, receivables, bank reconciliation, and financial statements).

Accounts receivable collections.

Supervise accounts payable staff.

Provide backup for other administrative functions (accounts receivable, accounts payable and reception).

SKILLS & EXPERTISE

Demonstrated Strengths

Honest, Hardworking and Loyal

Team Oriented

Work Well Under Pressure

Exceptional Organizational & Multitasking Skills

Meets Deadlines

Detail Oriented

Managerial/Supervisory &Team Lead Experience

Set Personal Goals & Achieve Them

Business Practices

Eager, Enthusiastic and Positive

Software

In-house Business Systems: Panorama, Meditech, E-automate, Kronos, Lawson, RS6000, Wyse, MAI Basic Four

MS Office (Access,Word, Excel, Outlook, Powerpoint)

MSWorks, Word Perfect, Lotus 123,

Simply Accounting, Quick Books

Courses and Certificates

WHIMIS

Medical Terminology

Dog Grooming Diploma

Financial Accounting I

Introductory Management

Intermediate Microsoft Excel

Microsoft Word

Financial

Financials and notes

Full Cycle Accounting

Accounts Payable

Accounts Receivable

Monthly Account Reconciliations

Journal Entries

Bank Reconciliations (USD & CAD)

Commissions

Interests and Activities

Travel, Quading, Camping, Hiking, Gardening

References

Available upon request

Contact this candidate