Security Clearance Microsoft Dynamics

James Xu

** ********** *******, ****** ** K*A *H*

**.*******@*****.***/613-***-****

Highlights of Qualifications:

• Experience working in the optical manufacturing, health and not-for-profit sectors

• Familiar with auditing, GST/HST returns, payroll and EHT/WSIB/source deductions, and full-cycle accounting

• Technically proficient in programs including Word, Excel (including pivot tables/V-Lookups), Telus PS Suite EMR, IMIS and Raiser’s Edge fundraising software

• Accounting software knowledge includes Microsoft Great Plains, Microsoft Dynamics 365, Sage50, Ceridian PowerPay, SDWorx, QuickBooks, and MYOB

• Fluent in English and Mandarin, confident public speaker. Possesses Reliability security clearance. Fully vaccinated (3 shots)

• References available upon request

Education:

The University of Western Ontario London, Canada

Bachelor of Management and Organizational Studies - Specialization in Accounting

• Class of 2010 – 2014

Professional Experience:

Broadband Maintenance Inc Ottawa, Canada

Payroll and Accounting Coordinator (Full-time. Oct 2023 - Feb 2024)

• Processed semi monthly payroll for 80 hourly and 20 salaried employees using Numerasoft timecard software, Excel, and Ceridian Powerpay

• Used pivot tables and vlookups to calculate stat holiday pay and semi monthly pay for salaried employees. Helped clean up and organize all Excel payroll and benefit files

• Helped set up Ceridian Powerpay Self Service access and Manulife benefits/RRSP for new employees

• Calculated RRSP contributions and group benefit rates for employees

• Prepared payroll entries into Sage 50 accounting software using the payroll reports from Ceridian

• Helped enter invoices and payments received by Broadband into the Sage 50 accounting software Alimentiv London, Canada(remote)

Payroll Coordinator (Full time contract, March 2022 – July 2022)

• Ensured all necessary information was present to allow for processing of salaried Canadian and US payroll in Ceridian Powerpay(Canada) and SDWorx(USA). Submitted payroll for 450 employees ($1.5m biweekly)

• Processed payroll using Powerpay and BambooHR. Implemented retroactive pay, salary/wage increases, statutory holiday pay etc. in the manner required by payroll providers

• Ensured completion of Canadian and US payroll/tax forms for new employees and submitted them to appropriate agencies or payroll providers

• Made appropriate RRSP/IRA/health insurance deductions based on info from HR and Canada Life

• Assisted Finance director in researching payroll related questions and engaged service providers globally

• Responded to employee payroll related inquiries in Smartsheets and Outlook

• Helped company move to Ceridian Powerpay Self Service from EPost for employee paystubs/forms

• Helped company research how to integrate US, Canada and EU payroll in Ceridian Dayforce as it was all done separately using different software for all regions James Xu

64 Gardenpost Terrace, Ottawa ON K4A 5H2

**.*******@*****.***/613-***-****

Orleans Family Health Clinic (OFHC) Ottawa, Canada Finance and HR (Full time, July 2021 – Feb 2022)

• Paid 30 employees on a biweekly basis (over $35,000 biweekly) using Ceridian Powerpay online. Helped manage vacation days and time off according to shift schedules

• Performed full cycle accounting in Quickbooks (accounts payable and receivable) for OFHC and an affiliated travel clinic and pharmacy. Prepared monthly profit and loss reports for clinic owner to review

• Prepared weekly shift schedule for nurses and medical reception employees

• Prepared prepare doctor monthly overhead invoices for clinic AR according to their monthly OHIP revenue

• Reconciled multiple bank and credit card accounts (15+) for OFHC and its affiliated pharmacy and travel clinic

• Interviewed potential candidates for medical reception positions and prepared orientation and payroll packages for new employees

• Helped move, sort, and file medical records for certain doctors Riverside Opticalab Inc. Ottawa, Canada

Payroll Accountant (Full time, August 2020 – Dec 2020)

• Paid 230 employees on a biweekly basis (including commissions, travel allowances and bonuses) (over

$300,000 biweekly) using the Sage 50 Simply Accounting payroll module

• Paid source deductions (for Ontario, Alberta and Quebec subsidiaries) on a biweekly basis following completion of payroll. WSIB and EHT were paid out monthly, at month-end

• Independently managed and updated Payroll Budget based on input from VP of HR, Production Manager, and the President weekly

• Maintained and updated Sun Life/Great West Life health insurance plans (including all rates, taxable benefits and medical deductions) for all 230 employees

• Helped manage, with other coworkers, the full-cycle accounting (AP and AR) for two Quebec subsidaries The Royal Canadian Geographic Society(RCGS) Ottawa, Canada Accountant (Full time contract, July 2019 – March 2020)

• Worked independently and performed full cycle accounting functions (AP/AR) using Sage 50, also performed intercompany transactions across 3 different companies owned by RCGS (RCGS, Canadian Geographic Enterprises (CGE) and 50 Sussex Inc)

• Entered and paid out employee expenses via cheque for 40 employees weekly

• Entered, reconciled, and paid out CEO and COO company Amex cards monthly

• Helped gather source documents (mostly AP and AR invoices) for successful end of year audit

• Reconciled multiple bank accounts (main RBC accounts, Moneris account, investment accounts, USD accounts) monthly for each of the two entities owned by RCGS (RCGS, CGE, and 50 Sussex Inc.) James Xu

64 Gardenpost Terrace, Ottawa ON K4A 5H2

**.*******@*****.***/613-***-****

The Conference Board of Canada(CBOC) Ottawa, Canada Accounts Receivable Coordinator (Full time contract, August 2018 – May 2019)

• Reconciled and bridged AR monthly (using Excel) between IMIS and Microsoft Dynamics 365 for CBOC and its two subsidiaries, ensuring that everything was in order

• Created AR ageing report (using information from IMIS and Microsoft Dynamics 365) in Excel on the 1st and 15th of every month to mainly track all invoices that were over 90 days for business units. Worked closely with VPs, directors and other support staff to ensure prompt payment or cancellation of overdue invoices o Helped reduce the total amount of invoices overdue over 90 days from $1.1m to $350k in four months

• Using Microsoft Dynamics 365, reviewed and approved expense claims for 200 employees weekly to ensure prompt payment every Thursday. Helped and assisted employees with entering expenses in Dynamics 365 The Dementia Society of Ottawa and Renfrew County Ottawa, Canada

(Formerly Alzheimer Society of Ottawa and Renfrew County) (Full time, Sept 2016 – April 2018) Finance Assistant

• Processed full-cycle accounting – AP and AR using Microsoft Dynamics Great Plains, Raiser’s Edge, and Excel

• Redesigned donation deposit/entry process using flowcharts, reducing time spent by 50%

• Prepared monthly financial statements for Finance Committee in Great Plains/Excel

• Processed biweekly payroll for 28 employees through Ceridian via telephone call – usually $50,000 - $60,000

• Prepared benefit packages for employees, informed them regarding their benefits and processed their benefits through Ceridian (pension and health insurance)

• Assisted in an annual year-end audit by providing various documents and information

• Organized audit committee meetings and prepared meeting minutes for review by committee members and auditors

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