Experience

Seon

• Canada
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• PTLW Collections Specialist

  • 2019年4月 - – 現在

• Junior Accountant/Accounts Receivable Specialist

  • 2014年12月 - 2019年3月

  Seon is a specialty design company that exemplifies safety and commitment through manufacturing and distribution of surveillance systems and equipment for buses owned by public transit systems, school districts, and private enterprises.• Meticulous distribution of invoices to clients, to ensure they pay their bills within terms and also know where to remit the payments.• Payment management in ensuring that clients pay down their outstanding account balance in order to further purchase new material on account, as well as to ensure Seon receives a steady flow of cash• Detailed analysis on new sales orders upon submission to make certain that billing, distribution, and tax information is accurate, and to assess the clients’ ability to pay down outstanding balances on account if the order goes on hold• Engaging in process and efficiency management, by finding new ways that are beneficial to clients as well as Seon that alleviate non-valued costs and are also environmentally friendly



Toastmasters International

• United States
• Non-profit Organizations
• 700 & Above Employee

• Treasurer

  • 2018年7月 - 2020年6月



Lorraine Savage Chartered Accountants

• Accounting Clerk (Contract Position)

  • 2014年3月 - 2014年8月

  Lorraine Savage Chartered Accountants is an accounting firm that prepares income tax returns for individuals and small businesses and financial statements for organizations.• Preparation of personal tax returns for individuals and estates, as well as tax returns for small business clients using Form Profile. This includes filling out information in regards to T1's, T2's, T3's, T4's, T5's, and T776.• Ensured that all personal tax returns were complete by the April 30th deadline, as well as all self-employed individuals' tax returns were complete by the June 15th deadline.• Documenting and maintaining time used in preparing in invoices and for payroll.• Preparing year-end and adjusting journal entries, account reconciliations, and cover letters for small businesses clients.• Bookkeeping for corporate clients in regards to bank statements, credit card statements, accounts payable and accounts receivable.• Prepare year-end financial statements, including statement of financial position, income statement, and statement of cash flow, for corporate clients.



Sage

• United Kingdom
• Software Development
• 700 & Above Employee

• Customer Support Analyst

  • 2013年11月 - 2014年2月

  • Assisting small to medium sized business companies in helping them install, update, or resolve issues in regards to their Sage Simply Accounting (formerly Accpac) software within their database.• Helped customers understand the main functions within Sage Simply Accounting, including Installation of the Program, Settings, Accounts Payable, Accounts Receivable, Inventory Valuation, Journal Entries, Bank Reconciliations, EFT, and Payroll.• Referred potential sales opportunities to our sales department in regards to upgrades and/or changes in current service plans.• Received consistently strong feedback from survey results of customers in helping to solve the issues within their software.



ATB Financial

• Canada
• Banking
• 700 & Above Employee

• Underwriter Manager

  • 2012年8月 - 2013年1月

  • Prepare documentation and assess the risk of Independent Business Clients who apply for additional funds, including credit cards, lines of credit, and reducing loan facilities• Monitor clients’ ability through SAP in honouring loan payments and managing their financials associated with their organization• Supporting relationship manager in administrative tasks, including preparing renewals for loan products, filling out credit card applications, updating customer profiles, and margining accounts receivables for lines of credit.• With regards to margining, I helped make the process much smoother, more consistent, efficient and compliant with audit standards, in that I updated the contact information; the authorized amount of the loan; the client identification number; and as well as the loan number for the line of credit in which would be supplemented for the impending accounts receivable. This was also done to match the information which was on the Application for Credit and on the SAP database when the business client applied for additional funds.



RONA

• Canada
• Retail
• 700 & Above Employee

• Client Care

  • 2007年6月 - 2010年1月

  • Balancing cash; counted and totaled receipts from the stores’ daily debit and credit transactions; provided reconciliations for other cashiers; served and helped customers locate their products; and organized stock.• To ease the challenge of training customer service representatives, I designed an assistance sheet that laid out all the processes and rules of signing in and out of the computers. This process also included how to ring transactions through the register, stemming from product scanning and identification to type of transaction used by the customer (such as Credit Card, Debit Card, Cash or Cheque), as well as cashing out and preparing the paperwork associated with the transactions. This helped to make the training process of new customer service representatives much easier, as this reduced the number of questions needing be asked and helped as a guideline in order to be able repeat the process. In addition, it also increased the efficiency of serving customers through the tills.