Accounting graduate with experience in corporate accounting

Jessica M Rojas

****-**** ********* ** **, Airdrie, AB 403-***-**** *****.*********@*****.***

ca.linkedin.com/in/jessicamrojas

Profile

Accounting Graduate with experience in corporate accounting with emphasis on Asset/Debt and treasury, period end processing, reporting and transaction postings. Six years’ experience in retail banking with emphasis on client facing customer service and problem resolution. Currently enrolled in the CBV designation program and future prospects into the CPA accounting designation.

Key knowledge and skills include:

Information Technology: Intermediate proficiency with excel (BI tools and wide range of advanced Excel functionality). Familiar with front-end and DOS banking systems and experienced with SAP system, report pulling from various banking platforms and Treasura system

Communication: proficient with many forms communication on a timely basis and correspondence with various parties. Fluent in English and Spanish.

Flexibility and Adaption: plan task completions in short and long view to complete required tasks while handling ad-hoc requests within a deadline or in conjunction with other team members. Willingness to take on special projects or cross training and learning to further support teams

Analytical and Collaborative: high attention to detail to complete tasks whether alone or in a term work setting. Comfortable with open discussion and contribution in team work setting to achieve individual and team success. Thrive in dynamic teams.

Accountability and Problem Resolution: conduct tasks according to procedure and within delegation limits to maintain accountability of work and integrity. Able to resolve issues by way of sourcing the appropriate information or correspondence with the appropriate parties.

Experience

Co-op Work Term, Corporate Accounting May 2018 – November 2018

Nutrien, Calgary

Worked in conjunction with Asset/debt and Treasury accountants to fulfill month end, quarter end, and special projects. Worked with bank records, treasury report system, and business financial statements

Assisted with day to day transactions consisting of intercompany transactions, cheque runs, postings, clearings, error corrections, account reconciliations, financial reporting and ad-hoc requests

Communicated with various departments to compile appropriate material for business statistical surveys, period end postings, correspondence for audit purposes, and business reports

Assisted with training of new team member, updated and creation of periodical role documentation.

Customer Service Representative in Retail Banking August 2011 – September 2017

CIBC North district, Calgary

Handled cash through deposit and withdrawal transactions, foreign exchange cash orders, cash shipment and receiving, functioned Senior Customer Service Representative

Assisted clients with day-to-day banking transactions such as cheque deposits, withdrawals, tax payment remittance, bill payments, wire transactions and the like while conforming to compliance and anti-money laundering procedures

Uncovered servicing leads of new products to further strengthen clients’ banking relationship and needs in addition to reconciling current products by way of directing clients to appropriate services team

Worked with management as a custodian to engraved instruments, branch opening and closing duties, assisted with teller outages or transactional differences (cash or electronic posts)

Education

CICBV (Chartered Business Valuator) Program August 2020 to Present

CBV Institute

York University, Toronto, On

Bachelor of Business Administration in Accounting September 2016 to October 2018

Southern Alberta Institute of Technology, Calgary

3.58 GPA

Business Administration Diploma January 2014 to April 2016

Southern Alberta Institute of Technology, Calgary

Two-year diploma with a concentration in Accounting

3.64 GPA

High School Diploma June 2008

Bishop McNally High School, Calgary

Graduated with Arts Advanced Placement

Additional Information

Academic Business Projects

Business Capstone Course at SAIT. Project involved developing a business plan for an entrepreneurial business venture, internet-platform for athlete recruitment networking.

Workplace organized volunteering:

Community Kitchen Program of Calgary opportunity with Nutrien, and First Calgary Financial (outside of work). Drop-in center corporate volunteering with other members of CIBC banking centre teams.

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