Edward Lai
Intermediate Accountant at Peterson Real Estate- Claim this Profile
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Bio
Experience
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Peterson Real Estate
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Canada
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Real Estate
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1 - 100 Employee
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Intermediate Accountant
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Feb 2023 - Present
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Junior Accountant
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Mar 2020 - Feb 2023
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St. John Ambulance BC/Yukon
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Canada
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Non-profit Organizations
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1 - 100 Employee
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A/R and Billing Clerk
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Apr 2019 - Mar 2020
• Reconcile Sales from Call Center department and 20 Branch locations in BC & Yukon on daily basis, noting discrepancies and investigating inconsistencies • Navigate CRM software solution to manage invoices and customer accounts, ensuring successful integration into Microsoft Dynamics GP to maintain accurate A/R records • Enter cash receipt payments into Microsoft Dynamics GP for cheques and EFTs received during the week. Post sales/receivables batches and deposit all credit card/cheque/EFT payments into checkbook • Perform weekly cheque deposits • Attend internal/external phone and email inquiries regarding payment status and invoicing. • Reconcile Sales from Online Web portals on monthly basis Show less
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Kin's Farm Market
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Canada
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Retail
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1 - 100 Employee
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Inventory Management Supervisor
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Nov 2016 - Apr 2019
- Manage department needs/schedule, update SOP and ensure efficient working process throughout the day - Oversee all inventory, maintain and communicate projections on total inventory based on current levels and future purchase orders. Suggest any items that may need to be expedited to stores. - Coordinate deliveries to stores through own warehouse and relevant partners - Local and foreign negotiations with supply vendors to obtain competitive cost on products - Receive purchase orders and match vendor invoices with pertinent information as required - Review daily, weekly, promotional items and coupon (if required), ensure advertised items have sufficient stock for stores - Develop strong and positive relationship with retail stores, ensure product update and communication is transparent when necessary. Investigate issues related to product returns, missing items, pricing and delivery schedule that arise - Work closely with the Operation Team and Purchasing team - keep up to date on the trends and needs of store when making planning decisions to maximize sales margin and overall profitability Show less
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Education
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Chartered Professional Accountants of Canada (CPA Canada)
Accounting -
The University of British Columbia
Diploma, Accounting -
The University of British Columbia
Bachelor's degree, Economics -
Richmond Christian Secondary School
High School Diploma