Bio
Experience
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Associate Accounting Manager
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Apr 2021 - Present
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BDO Canada
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Peterborough, Ontario, Canada
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Senior Accounting Technician
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2015 - Apr 2021
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Peterborough, Ontario, Canada
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Financial Services Coordinator
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Mar 2011 - Aug 2014
Bookkeeping including monthly entries, bank reconciliations, Government remittances. Payroll including calculations, remittances, ROEs, T4's and T4 Summary. Year end preparation. Tax preparation for individuals and small business owners.Assist Financial Planner.
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Bookkeeper
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May 2009 - Mar 2011
Bookkeeping services.
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Financial Services Manager
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Sep 1990 - Apr 2009
Increased and maintained an assigned book of business. Met with client's on a daily basis to facilitate their investing and lending needs. Cross sold products proactively and at every opportunity thereby increasing my book and forging lasting business relationships. Consistently exceeded annual Sales and Customer Service objectives as proven by my Employee Performance Review.
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Education
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2008 - 2009Fleming College
Certificate, Accounting For Small Businesses -
1997 - 1997Canadian Securities Institute
Investment Funds in Canada -
1984 - 1988Henry Street High School
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