Accounting Sales
Resume:
JULIET MCINTOSH
Brampton, Ontario
L6X 4B5
Email: *******@*********.**
CAREER OBJECTIVE:
I would like to work in a position that offers the opportunity to utilize my professional education
and experience.
EDUCATION:
Present I am currently a finalist in the Certified
General Accounting Program
I am currently enrolled in the Certified
Financial Planning Program
2011 Certified Health Specialist (CHS)
2010 Life License Qualification Program
2007 – 2011 Southern Alberta Institute of Technology
Bachelors Degree in Accounting and
Information Technology
2004 – 2006 Seneca College
Post – Graduate Certificate in Accounting and
Scarborough, Canada
Information Technology
1996 – 1999 Seneca College
Scarborough, Canada A three-year diploma in Accounting and Finance
(Honors)
A one-year course in Computerized
Bookkeeping (Honors)
ACHIEVEMENTS:
Collected over $2.5 Million dollars on accounts that were deemed doubtful accounts.
Worked with a team that successfully installed an Enterprise System.
Key IT trainer in the department.
Implemented policies and procedures manual for the department for various functional
areas.
I won two awards and money as recognition for my top sales performances.
EMPLOYMENT HISTORY:
LIGNUM FINANCIAL SERVICES Financial Advisor
2011 – Present Brampton, Ontario
Responsibilities:
Providing financial advice to clients, selling insurance and investment products and
providing accounting services
SUNLIFE FINANCIAL Financial Advisor
2010 - 2011 Brampton, Ontario
Responsibilities:
Providing financial advice to clients, selling insurance and investment products
CONNOLLY CONSULTING Senior Auditor
2009 – 2010 Oakville, Ontario
Responsibilities:
Auditing various companies to identify and recover allowances and deals related to overpayments
or under-deductions by using auditing and accounting skills to review accounting records and
business/corporate documents.
CONSULTANT FOR THE FOLLOWING COMPANIES BELOW FROM 2005 – 2009:
CONAGRA FOODS Senior Financial Analyst
2008 Toronto, Ontario
Responsibilities:
Prepared monthly/quarterly SG&A and P&L expense analysis (i.e. misc income/expense)
and completing assigned balance sheet reconciliations.
Prepared the monthly summary Balance Sheet and Detailed Balance Sheet variance
analysis
Prepared monthly departmental SG&A analysis for management review
Prepared the annual SG&A plan and required system uploading
Super User of BPCS6 system with duties including: daily posting, resolving event errors,
setting up new Aliases and Models and month end closing of the system
Completed Statistics Canada Surveys, prepared income tax and withholding tax
remittances
Selected SOX testing, supporting the internal and external audit process requirements
and GST/QST/PST audits
BAUSCH & LOMB Sales Analyst
2007 – 2008 Vaughan, Ontario
Responsibilities:
Managed Co-op budget by processing claims
Initiated and managed all purchase orders from requisition to completion
Assigned territory representatives to new accounts in People Soft and processed
corrections of People Soft issues in the CRM Module (i.e. territory alignments, orphan
accounts etc.)
Ordered, managed and distributed products and promotional materials
Maintained ECC Net and Access database
Extracted and analyzed sales information from Cognos, Retail Link and AC Neilsen
Reconciled claims to ensure accuracy and booked accruals
Reviewed existing policies and procedures and made recommendation for changes to
improve efficiency.
ATRIA DEVELOPMENT General Accountant
2007 Toronto, Ontario
Responsibilities:
Full- cycle accounts payables and receivables for 11 inter- companies – which included
the handling of vendor and tenant issues.
Processed payroll and all government remittances.
Handled all the banking for the 11 inter- companies.
Prepared schedules for fixed assets and depreciation entries.
Reconciled balance sheet accounts and completed the year-end binders.
Maintained the financial statements for several holding companies.
Assisted the controller in developing procedures for company operations.
Reviewed financial policies to ensure compliance
Cleaned-up backlog thus bringing the accounting for 11 inter-companies to current status
Maintained tenant rooster and handled all tenant billing issues for various apartment
buildings.
Completed special projects and financial analysis as required by management.
LABATT BREWERIES Accounting Analyst
2006 – 2007 Mississauga, Ontario
Responsibilities:
Reviewed reconciliations and made recommendations for changes and also reconciled some
complex balance sheet accounts.
SOBEYS, ONTARIO Retail Accountant
2005 – 2006 Mississauga, Ontario
Responsibilities:
Prepared journal entries and ensured timely and accurate completion of store financial
statements for 15 Corporate Stores and 11 Franchises.
Prepared working papers, completed expense and gross margin analysis ensuring integrity of
accounts in the general ledger.
Conducted book-to-physical inventory reconciliations, bank reconciliations and other account
reconciliations as required.
Prepared necessary reporting schedules (e.g. percentage rent letters), PST/GST remittances on
behalf of franchisees.
Assisted in the preparation of budgets, month-end and year-end closing.
Reviewed store reports and prepared cash and sales reports.
Prepared working papers on a quarterly basis and for year end-audits.
Prepared monthly financial statements and forwarded the reports to the Regional Directors,
Senior Management, Franchisees and Manager of each Store.
Liaised with, and provided support to stores on all accounting matters.
HOSPITAL FOR SICK CHILDREN Financial Analyst
1998 – 2005 Toronto, Ontario
Responsibilities:
Assisted with the preparation of schedules for fixed assets and depreciation entries
Delegated monthly bank reconciliation and reviewed reports
Prepared monthly account analysis (analyzing and verifying the general ledger balance
sheet accounts and preparing notes to the financial statements) for thirteen inter-office
companies and an apartment building (121 units).
Reconciled discrepancies in subsidiary ledgers and make proper adjustments
Supported and assisted the Director of Financial Operation in the analytical process for
month-end and year-end and prepared financial statements on a monthly basis.
Assisted with the development of staffing and operating plans and phasing
recommendations as it relates to the development of the annual operating plan
Co-coordinated inventory counts for all the concessions.
Audited all Commercial Services outlets for adherence to internal control and cash
handling procedures
Completed special projects and financial analysis as required, to facilitate improvements
in operating and financial results
Assisted with the streamlining of processes related to financial management, variance
analysis, budgeting and forecasting
Trainer and key resource person for a new financial system
Supervised a staff of 15 people ensuring that billings were done in accordance with the
Ministry of Health policies
Analyzed and reported monthly sales, accounts receivable, payroll expenses, net income
and other pertinent financial information
Prepared and analyzed financial information and submitted financial packages to the head
offices of the following franchises: Tim Horton’s, Yogen Fruz and Shopper’s Drug Mart.
Special projects
Skills:
Proficiency in PeopleSoft, SAP, Oracle, Accpac, Simply Accounting, Quickbooks, Yardi,
Microsoft Office Suite XP, Kidtrac (database management system), ADP (Payroll System),
Quasimodo System (General Ledger System), Gold System (General Ledger system) and AS400
Knowledge of the Internet, Email, Ecommerce, Database Management, Caseware and Project
Management,
Reliable, punctual, result-oriented, enthusiastic and a team player
REFERENCES: AVAILABLE UPON REQUEST
Contact this candidate