Experience

Shift Financial Insights

• Canada
• Accounting
• 1 - 100 Employee

• Bookkeeper Director/Controller

  • Mar 2022 - Present

  Bookkeeping Manager Lead and Manage a bookkeeping team comprised of (currently) 4 amazing bookkeepers Participate and lead bookkeeping meetingsResponsible for holding monthly one on ones Troubleshoot all bookkeeping queries and co-ordinate questions and concerns with the controllers Controller Processing bank and credit card transactionsProcessing supplier invoicesSetting up supplier payments (weekly or bi-weekly)Processing payroll and withholding tax (weekly, bi-weekly or semi-monthly)Processing expense reports (bi-weekly or monthly)Issuing customer invoices Completing bank reconciliations Completing credit card reconciliations Balance sheet reconciliationsGST / PST filings



Skin Physicians Dermatology

• Canada
• Medical Practices
• 1 - 100 Employee

• Finance and HR Manager

  • May 2018 - Mar 2022

  HR ManagerCreation and posting of all open job vacanciesConducting pre-screening and in person interviewsOnboarding new hires via CollageTermination of employees via CollageCreation of policies and proceduresResponsible for the management of the Group benefit plan and Group RRSP planConducting all employee reviews with the management team membersReview of annual wages and budgetsFinance ManagerFull Cycle accounting duties using Quickbooks desktopSemi-Monthly payroll for 10+ employees using Quickbooks desktop and TelpayCalculate and submit GST and Source Deductions Bank and credit card reconciliationsMonthly financial statementsResponsible for preparing and submitting year end documents for filingAccounts Payable entry and payments via RBC Express, Telpay, credit cards and chqsReconciliation and management of Accounts Receivable payments Posting of payments into Med Access EMR Physician payments and reconciliationsInventory Management via Square



ConnectCare Medical Clinic & Pharmacy

• Canada
• Medical Practices
• 1 - 100 Employee

• Finance and HR Manager

  • Jun 2017 - Mar 2022

  HR ManagerCreation and posting of all open job vacancies across 2 locations Conducting pre-screening and in person interviewsOnboarding new hires via CollageTermination of employees via CollageCreation of policies and proceduresResponsible for the management of the Group benefit plan and Group RRSP planConducting all employee reviews with the management team membersReview of annual wages and budgetsFinance ManagerFull Cycle accounting duties using Quickbooks desktopSemi-Monthly payroll for 35+ employees using Quickbooks desktop and TelpayCalculate and submit GST and Source Deductions Bank and credit card reconciliationsMonthly financial statementsResponsible for preparing and submitting year end documents for filingAccounts Payable entry and payments via RBC Express, Telpay, credit cards and chqsReconciliation and management of Accounts Receivable payments Posting of payments into Med Access EMR Physician payments and reconciliations



Glenwood Radiology

• Canada
• Medical Practices
• 1 - 100 Employee

• Finance and HR Manager

  • Nov 2013 - Mar 2022

  HR ManagerOnboarding new hires via CollageTermination of employees via CollageResponsible for the management of the Group benefit plan and Group RRSP planFinance ManagerFull Cycle accounting duties using Quickbooks desktopSemi-Monthly payroll for 40+ employees using Quickbooks desktop and TelpayBank and credit card reconciliationsMonthly financial statementsResponsible for preparing and submitting year end documents for filingAccounts Payable Payments via Credit Card, Chq Run and EFT