Experience

Affinity Health Canada

• Canada
• Hospitals and Health Care
• 300 - 400 Employee

• Accounting Assistant

  • Sep 2021 - Present

  Toronto, Ontario, Canada Responsible for supporting the Corporate Accountant in budgeting, forecasting, accounts receivable, accounts payable, financial analysis, payroll, and general financial activities to ensure effective and efficient financial processes. - Working on a project to utilize QuickBooks payroll module for all locations and divisions - Bi-weekly exporting from scheduling system into QuickBooks for Client Billing with further integration with Access database to ensure accurate Accounts Receivable… Show more Responsible for supporting the Corporate Accountant in budgeting, forecasting, accounts receivable, accounts payable, financial analysis, payroll, and general financial activities to ensure effective and efficient financial processes. - Working on a project to utilize QuickBooks payroll module for all locations and divisions - Bi-weekly exporting from scheduling system into QuickBooks for Client Billing with further integration with Access database to ensure accurate Accounts Receivable collections through electronic submission to commercial banking portal - Provide bi-weekly payment of employees (field staff, salary, contract staff) using EFT payments through commercial banking web portal - Provide aging report of accounts receivable to management and follow up on outstanding overdue amounts with clients at individual and corporate levels - Provide bank reconciliation on monthly basis, and are moving towards weekly reconciliation to break up the time involvement - Provide metrics reporting to President showing current trends in revenue, payroll, clients, advertising, fixed costs, with standard deviation per period, that is presented to senior management - Provide mail-out invoicing to individual clients, insurance agencies, trusts, and Veteran Affairs Canada on a bi-weekly basis - Send out invoices by email to clients systematically and answer questions regarding invoices via email and phone - Produce aging report of accounts payable with earnings estimates to determine how payments should be applied and where surplus should be directed - Produced 2021 Tax Receipts for Clients and provided T4 slips to Employees - Utilizing QuickBooks Online to record all accounting transactions, AlayaCare that provides scheduling of resources, extensive use of Excel with vlookups, VBA macros, formulae for data preparation, Access to store centralized data and provide queried information, and Word to prepare files for Client consumption Show less



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Senior Manager of Client Relationship Management Reporting

  • Oct 2011 - Jun 2013

  Toronto, Canada Area - Supported the Managing Director of Customer Relationships and Data Management, within the Business Services group - Responsible as the single point of contact to receive requirements for new functionality from the CRM support team and business users across Sales and Trading, Foreign Exchange, Research Management, and Investment and Corporate Banking, for meetings, status updates and timeline commitments - When new technology initiatives were deemed necessary… Show more - Supported the Managing Director of Customer Relationships and Data Management, within the Business Services group - Responsible as the single point of contact to receive requirements for new functionality from the CRM support team and business users across Sales and Trading, Foreign Exchange, Research Management, and Investment and Corporate Banking, for meetings, status updates and timeline commitments - When new technology initiatives were deemed necessary would coordinate and be the interface for the technology department to ensure quality deliverables - Large responsibility in planning including timeline management and documentation of large reporting efforts and CRM project and project-related work - Provided accountability for the timeliness of delivery and overall quality of delivery and content of CRM Reporting solutions - Had responsibility for proactively working with the LoB users to identify opportunities for new and better management of information and analytics to grow revenue and share-of-wallet - In collaboration with the Senior Manager, CRM User Support Group, worked on the strategy and planning for implementing business processes within the CRM applications - Developed and maintained internal project plans for CRM project and project related work - Managed timelines of large reports, projects, and project-related work - Documented and tracked business requirements from an end-to-end perspective - Developed tools, templates and other documentation to improve the efficiency and effectiveness of the team - Researched, set-up and trained traders to use new products to analyze historical trade data Show less



CIBC Capital Markets

• Capital Markets
• 700 & Above Employee

• Business Analyst

  • Apr 2010 - Oct 2011

  Toronto, Canada Area - Organized and communicated project status with Core Business team - Produced Business Requirements, Use Case Diagrams, Activity Diagrams, Test Case Scenarios, and Training Material for Business and Technology review - Reported on data for Executive Management using Crystal Reports, Excel and Access - Provided Salesforce CRM Training for Investment Banking, Corporate Credit Products and Merchant Banking - Project Management of some Pivotal CRM Implementations



TD

• Canada
• Banking
• 700 & Above Employee

• Solutions Developer

  • May 2008 - Apr 2010

  Toronto, Canada Area - Developed solutions using APEX, C#, ASP.NET, Javascript, VBScript and XML - Provided reporting in Pivotal CRM data using Crystal Reports - Performed tactical and trimester releases for Salesforce and Pivotal implementations - Architected, developed and maintained Issue Management system used for Pivotal Software Development Lifecycle - Managed Promotion Plans for Pivotal and Salesforce



CIBC

• Canada
• Banking
• 700 & Above Employee

• Advisory Developer

  • Nov 2001 - May 2008

  Toronto, Ontario, Canada - Developed solutions using VBScript, Javascript, Visual Basic, Visual Basic for Applications, C#, ASP.NET, XML with XSLT, .NET Remoting, Web Services, Windows Services, Microsoft Reporting Services, SQL Server 2000 and COM+ - Provided reporting in Pivotal CRM using Crystal Reports - Assisted Business Head with yearly Sarbanes-Oxley Act(SOX) compliance testing of Investment Banking and Corporate Credit Products data - Managed Change Management process - Attended… Show more - Developed solutions using VBScript, Javascript, Visual Basic, Visual Basic for Applications, C#, ASP.NET, XML with XSLT, .NET Remoting, Web Services, Windows Services, Microsoft Reporting Services, SQL Server 2000 and COM+ - Provided reporting in Pivotal CRM using Crystal Reports - Assisted Business Head with yearly Sarbanes-Oxley Act(SOX) compliance testing of Investment Banking and Corporate Credit Products data - Managed Change Management process - Attended Change Advisory Board and Technology Advisory Board meetings for change tickets - Write up of Promotion Plans that include Pre-Implementation, Implementation and Back-out steps - Communicate with business clients up to the Head of Business Management for Origination Show less



CIBC Wood Gundy

• Financial Services
• 700 & Above Employee

• Technical Lead

  • Jun 1994 - Nov 2001

  Toronto, Ontario, Canada - Provided direct technical advisory to Industry and Line of Business heads - Was a designated signing authority (DSA) for Investment Banking for technology acquisitions - Liaison between Business and TechnologyPlanned and managed business equipment and software upgrades - Provided training for various systems: Microsoft Office, Lotus Mail, Lotus Organizer, CRM, DARWIN and CRS(Call Reporting System)