Experience

Bench Accounting

• Canada
• Accounting
• 400 - 500 Employee

• Senior Operations Team Lead (Sr Accounting Team Lead)

  • Dec 2019 - Present

  • Managing the performance of a team of individual contributors to crush quarterly objectives and key result targets • Interpreting data to identify areas of improvement on the team, and proactively report on the team success • Experimenting with tools and processes to increase efficiency of the team, and providing those resources to the department • Coaching and developing individuals on the team into leaders and high performing associates • Coaching and mentoring other Operations… Show more • Managing the performance of a team of individual contributors to crush quarterly objectives and key result targets • Interpreting data to identify areas of improvement on the team, and proactively report on the team success • Experimenting with tools and processes to increase efficiency of the team, and providing those resources to the department • Coaching and developing individuals on the team into leaders and high performing associates • Coaching and mentoring other Operations team leads to support them in getting results and elevating their own development • Hiring and onboarding new team members, working with the recruitment and training teams • Owning the experience of our clients by stepping into any urgent calls and proactively seeking data to improve our service and provide extra value to our clients

• Operations Team Lead (Accounting Team Lead)

  • Dec 2015 - Present

  • Being in front of client communications on the team. Reviewing and assessing client situations, and guiding my team to respond with the appropriate verbiage to ensure clients are understood and a suitable resolution is found. • Leading a team of 9 to 12 Accounting Associates, with a client portfolio of 500+ clients, while regularly receiving higher than average engagement survey results showing a happier and more engaged team than the company norm. • Motivating the team, and all of… Show more • Being in front of client communications on the team. Reviewing and assessing client situations, and guiding my team to respond with the appropriate verbiage to ensure clients are understood and a suitable resolution is found. • Leading a team of 9 to 12 Accounting Associates, with a client portfolio of 500+ clients, while regularly receiving higher than average engagement survey results showing a happier and more engaged team than the company norm. • Motivating the team, and all of Operations, to ensure a positive work environment and committed associates. • Managing associates working remotely in different countries, while helping them maintain higher than average key performance indicators. • Mentoring associates, especially those seeking promotions, to help with their growth outside of the regular bounds of their job description. • Interviewing accounting associate candidates from external candidates, as well as conducting internal interviews for promotions.



Bench Accounting

• Canada
• Accounting
• 400 - 500 Employee

• Expert Accounting Associate

  • Jun 2015 - Oct 2015

  • Trained new employees by teaching internal practices, reviewing their books, giving feedback, and leading small group sessions. • Assisted the Accounting Team Lead in team meetings and teaching sessions (“Let’s Learn” meetings). • Supported my Team Lead when they were sick or on vacation by leading team meetings, attending team lead meetings, and holding one-on-one meetings with the team.

• Accounting Associate

  • Feb 2014 - May 2015

  • Created monthly financial statements for 35+ clients. • Self-reviewed and peer-reviewed client books to ensure high standards of quality. • Created and maintained client relationships and provided support in-app. • Maintained quality during many changes that occur within start-up companies. • Followed clients through their onboarding process at Bench, creating their trial month, processing their statements, generating their catch-up books, and maintaining their month-to-month… Show more • Created monthly financial statements for 35+ clients. • Self-reviewed and peer-reviewed client books to ensure high standards of quality. • Created and maintained client relationships and provided support in-app. • Maintained quality during many changes that occur within start-up companies. • Followed clients through their onboarding process at Bench, creating their trial month, processing their statements, generating their catch-up books, and maintaining their month-to-month bookkeeping.



Couples for Christ - Kids for Christ

• British Columbia, Canada

• Pacific Region Kids for Christ Area Head

  • Jan 2010 - Dec 2013

  Worked regularly with different Catholic not-for-profit organizations to lead a group of over 200 children, aged 4 to 12, in British Columbia (lower mainland and Victoria areas). Planned and led province-wide events quarterly, and helped plan city-wide events monthly. Worked regularly with different Catholic not-for-profit organizations to lead a group of over 200 children, aged 4 to 12, in British Columbia (lower mainland and Victoria areas). Planned and led province-wide events quarterly, and helped plan city-wide events monthly.



Couples for Christ - Youth

• British Columbia, Canada

• Surrey 2 Chapter Head

  • Jan 2008 - Jan 2010

  In charge of over 200 members, aged 12-21, located in Surrey. Organized and led assemblies and meetings once or twice a month. In charge of over 200 members, aged 12-21, located in Surrey. Organized and led assemblies and meetings once or twice a month.