Customer Service Manager
Resume:
Yelena Losev
Toronto, Ontario, M4A 1L6
*******@*****.**
OBJECTIVE
Obtain an Accounting Clerk position.
SUMMARY OF QUALIFICATIONS
• Advanced Diploma in Business Administration, Accounting Major
• 3 years experience in accounting, bookkeeping and taxation
• CGA designation candidate – level 3 is completed successfully
• Advanced knowledge of ACCPAC and Quickbooks, proficient with Microsoft Word, Excel, Project, Access, PowerPoint, PC and Mac
• Excellent record of dependability and reliability, good communication and analytical skills, proven competence in working with others in a team effort, attentive to quality and detail, competent at managing responsibilities in a high-volume atmosphere, responsible, efficient, and flexible
• Fluent in English, Russian and Hebrew
WORK EXPERIENCE
CIBC Tax Administrator Toronto Sept. 2011 – April 2012
• Prepared T4 slips for accounts such as RSP, RIF, TFSA, LIRA and LIF; on average 80 accounts per day
• Processed accounts for Wood Gundy, ISI and Fixed Term lines of business using Broadridge, Intria Amendable, CORE systems, Microsoft Word, Excel, Project, Access, PowerPoint, and PC
• Established work priorities and ensured deadlines are met and procedures are followed
• Responded to customer inquiries, maintained good customer relations and solved problems
National Benefit Authority Tax Analyst Toronto Sept. 2009 – Aug. 2011
• Analysis of individual tax returns in accordance with Canada Revenue Agency (CRA) including planning and writing strategy and reassessments of client returns (on paper – T1 Adjustments and online); specializing with Disability Tax Credit; on average 15 clients per day.
• Assisted bookkeeper during month-end period with invoicing, Accounts Payable and Receivable, and reconciliations using ACCPAC, Microsoft Word, Excel, and Access
• Analyzed individual tax returns in accordance with Canada Revenue Agency, including planning and writing strategy and reassessments of client returns (on paper – T1 Adjustments and online)
• Ensured compliance with provisions of the Income Tax Act and other statutory requirements
• Participated in the development and delivery of training programs as well as mentoring and coaching of junior analysts
Saint Cinnamon Manager Scarborough Nov. 2006 – Mar. 2008
• Provided daily telephone and personal customer service to 200+ consumers.
• Handled cash on a daily basis; $6000 on average per day.
• Performed basic bookkeeping services – A/R, A/P, invoice tracking, data entry, and bank reconciliations using Quickbooks, etc.
• Managed, motivated and supervised 5+ employees on daily basis; closed and opened the store.
• Was responsible for the store and employees at the owner’s absence (1 month).
• Recognized for using interpersonal skills to develop customer loyalty.
EDUCATION
• Advanced Diploma in Business Administration, Accounting Major
Graduated on April 2010
George Brown College, Toronto
• Certified General Accounting designation
Completed 3rd level out of 5
• Investment Funds in Canada. Mutual Funds License – passed on June 2012
Canadian Securities Institute.
References available upon request
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