Experience

Town of Morinville

• Canada
• Government Administration
• 1 - 100 Employee

• Town councillor

  • Oct 2021 - Present

  Town Councillor Town Councillor



Self-employed

• Self Employed

  • Jan 2018 - Present

  • Preparation of personal income tax returns, including submissions to the Canada Revenue Agency under expedited timelines• Analysis and management of client-focused data (requiring strict protocol controls around sensitive and private information)• Development of reporting materials and correspondence using the full suite of Microsoft Office programs• Maintain and organize accurate and detailed invoice and purchase orders• Data entry, transaction reconciliations, and uphold precise balance of accounts Show less

• Contract bookkeeping services

  • Jan 2018 - Present

  Bookkeeper and administrative assistant for accounting professionals.- Preparation of personal income tax returns, including submissions to the Canada Revenue Agency under expedited timelines- Analysis and management of client-focused data (requiring strict protocols around sensitive and private information- Development of reporting materials and correspondence using the full suite of Microsoft programs- Maintain and organize accurate and detailed invoice and purchase orders- Data entry, transaction reconciliations, and uphold precise balance of accounts Show less



WA Goods Ltd.

• Edmoton

• Bookkeeper

  • Feb 2010 - Mar 2012

  Standard bookkeeping using Quickbooks Managed monthly transactions and bank and credit card reconciliations Sorting and entering of receipts File management and organization Development of business correspondence and circulation Standard bookkeeping using Quickbooks Managed monthly transactions and bank and credit card reconciliations Sorting and entering of receipts File management and organization Development of business correspondence and circulation



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Financial Services Advisor

  • May 2006 - Aug 2009

  • Key member of a collaborative branch management team • Proactively engage with clients to identify their financial needs, advising solutions and managing client relationships • Preparation and approval of various lending products – including loans and mortgages (required high-level of interaction with confidential information) • Counsel and advise on investment products • Key member of a collaborative branch management team • Proactively engage with clients to identify their financial needs, advising solutions and managing client relationships • Preparation and approval of various lending products – including loans and mortgages (required high-level of interaction with confidential information) • Counsel and advise on investment products