OBJECTIVE
Seeking an accounting/financial role in an environment where I can leverage my educational and vocational experience to add value to an organization and allow me to continue to grow in my career.
EDUCATION/CERTIFICATION
Chartered Professional Accountant Ontario (CPAO) April 2015
Chartered Professional Accountant (CPA) Student
Working towards a CPA designation
Bachelor of Commerce in Business Management June 2011
Accounting major and Finance minor
Ryerson University
SOFTWARE APPLICATIONS
Proficient in Microsoft Office applications, Microsoft Great Plains
EMPLOYMENT EXPERIENCE
Financial Analyst August 2011 - Present
Advantex Marketing International, Markham, Ontario (CNSX: ADX)
Report directly to the CFO on a wide array of responsibilities including financial reporting and sales analysis
Design process of contract revisions and ensure relevant changes are implemented in a timely manner by documenting, tracking and processing approved changes
Analyze sales pipeline and trends to provide accurate forecast for sales team and account managers. This data is then extrapolated to make decisions on additional headcount required, as well as primary areas of focus, based on successes and failures
Evaluate and analyze portfolio of accounts to forecast expected revenues for cash flow direction, as well as determining equitable territories across sales representatives
Liaise and communicate with various business partners to ensure execution of financial and operational requests are completed
Regularly prepare and submit continuity report to financial business partner illustrating current merchant account balances and requests for cash advance
Compute volume sales analysis to determine the most cost effective pricing model for prospective merchants
Meet weekly with CIO and several key members of his staff to identify process improvements
Successfully implemented automation of monthly payroll entry
Communicate daily contractual revisions and/or credit issues for prospective and existing merchants with account managers and sales team
Prepare weekly summarized reports of terminating accounts for CEO and senior management team
Coordinate with payment processing vendors to activate merchant profiles for loyalty rewarding of TD Canada Trust and CIBC credit card holders
Reconcile monthly expense report detailing overall cost of Aeroplan miles issued
Provide training and onboarding for new hires in finance department
Deploy, configure and maintain terminals for merchants participating in key loyalty programs; provide administrative and technical support to merchants
Perform and assess risk exposure by examining Equifax and Personal Property Security Act (PPSA) reports on prospective and existing merchants
Responsible for closing month end and entering revenue and expenses in Microsoft Great Plains
Sales Associate April 2009 - September 2012
Si Vous Play Sports, Etobicoke, Ontario
Worked with customers in a sales capacity to ensure satisfaction, and upsells where possible
Prepared reports for managers, allowing for analysis of key metrics, as they related to sales and inventory levels
Collaborated with other branches to optimize inventory levels and maintain appropriate stock levels across stores
Administrative Assistant October 2008 - January 2009
Provincial Fine Foods, Toronto, Ontario
Leveraged Intuit QuickBooks software to manage myriad tasks, including employee salaries, printing cheques and posting transactions
Processed payroll on a semi-monthly basis for 15 employees
Tracked employee and employer deductions for monthly remittance to Canada Revenue Agency
Manager May 2004 - October 2008 McDonalds, Brampton, Ontario
Trained, supervised, and directed crew, while ensuring that company policies were met
Managed daily inventory counting to measure waste and replenishment of products
Resolved customer concerns and complaints
Securely handled revenue transactions by counting cash registers and making deposits
LEADERSHIP EXPERIENCE
Volunteer August 2012 - Present
King Fee Classic Annual Basketball Tournament, Brampton, Ontario
Plan and implement activities for tournament annually
Raise money yearly through different initiatives for mesothelioma research
Competition Associate January 2008 - June 2010
Ryerson University Accounting Society, Toronto, Ontario
Planned and executed the first Achieve Accounting Case Competition
Responsible for various tasks at events held by the society
Tutor February 2009 - June 2009
Homework Club 101, Brampton, Ontario
Tutored children from grades 1 to 12 with homework in subject areas such as Math, Science, English and Social Studies to improve their grades
Created and implemented service request forms for account management to provide reliable and relevant information