Katelyn Winter
Data Processor at Bench Accounting- Claim this Profile
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Bio
Credentials
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Certificate in Animal Perception Modification
Syn Alia Training Systems -
Level 1, Animal Emotions, Trauma & Relaxation
Teaching Dogs to Heal
Experience
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Bench Accounting
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Canada
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Accounting
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400 - 500 Employee
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Data Processor
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2023 - Present
• Process and compile a high-volume of financial statements, receipts, and documents into clear and concise files for small to medium-sized businesses across Canada and the United States at one of the leading bookkeeping services • Review company balances and transactions to confirm all of the financial information is accurate and complete• Serve as a valuable mentor for colleagues by answering technical questions and resolving escalated issues Key Achievement:✔ Sustained a flawless 100% accuracy rate for processing documents and earned praise from the management for being one of the fastest workers in company history by routinely exceeding daily production targets by over 36% Show less
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Accounting Associate
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2022 - 2023
• Oversaw the full-cycle bookkeeping for 68 client businesses that produce up to $5 million in revenues per year• Built and nurtured client relationships to understand financial needs, gather information, and address concerns• Prepared and submitted periodic reports to clients and ensured all deadlines and requirements were achieved • Coached and mentored team members on the company policies, accounting procedures, and best practicesKey Achievements:✔ Hand-picked by the senior leadership team to sit on the Diversity, Equity & Inclusion group, offer policy recommendations on mental health accommodations, and establish and roll-out the first enterprise framework ✔ Maintained a 95% customer retention rate throughout tenure by consistently going above and beyond expectations and successfully revitalizing strained relationships with clients who were angry and threatening to cancel services ✔ Uncovered a discrepancy for a client that allowed them to recover over $120,000 in unnecessary tax payments Show less
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ENMAX
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Canada
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Utilities
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700 & Above Employee
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Customer Service Representative
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2021 - 2022
• Received up to 65 calls per day and answered questions regarding customer accounts and billing statements • Provided expert customer service by offering knowledgeable advice and rectifying complex problems Key Achievement: ✔ Awarded the highest customer satisfaction score among 125+ team members in the first month of employment • Received up to 65 calls per day and answered questions regarding customer accounts and billing statements • Provided expert customer service by offering knowledgeable advice and rectifying complex problems Key Achievement: ✔ Awarded the highest customer satisfaction score among 125+ team members in the first month of employment
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Flying Squirrel Sports
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United States
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Entertainment Providers
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1 - 100 Employee
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Assistant General Manager & Recruitment Specialist
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2018 - 2019
• Managed 35 employees in the day-to-day operations of the popular and fast-paced indoor trampoline park • Accountable for the team hiring, training, talent development, and performance evaluation and management • Launched recruitment campaigns by preparing job postings, screening resumes, and interviewing candidates • Facilitated the staff onboarding process by preparing employment letters and coordinating orientation sessions • Partnered with the General Manager to gather employee feedback and develop and update HR policies Key Achievements: ✔ Played an integral role in transforming the location from the worst performing among the 8 trampoline parks to the 3rd best by revamping the talent acquisition strategy and enhancing the staff training and coaching programs ✔ Shrunk the employee turnover from 30% down to 5% by pioneering the first formal staff onboarding program, introducing team building events and incentive programs, and creating code of conduct and anti-bullying policies ✔ Overhauled the inventory management process to eliminate purchasing issues and guarantee product availability Show less
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Winter Photographics Foto Source
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Cochrane, AB
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Co-Manager & HR Generalist
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2012 - 2017
• Oversaw up to 12 employees in their daily activities at the store that provided photography services and products • Devised and delivered employee training programs and monitored performance to certify goals were achieved • Spearheaded talent acquisition projects by sourcing qualified candidate and securing and onboarding new hires • Promoted job postings on various job boards and social media platforms to build a robust talent pipeline • Worked closely with customers to complete up to 25 orders per day with individual transactions reaching $5,000 Key Achievements: ✔ Dramatically improved online business reviews, maximized employee productivity, and eliminated recurring issues by producing the first formal training manuals and guidelines served as valuable store resources and references ✔ Increased customer sales and retention by initiating customer appreciation nights to celebrate long-standing clients Show less
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Education
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2020 - 2021
Australian Institute of Business
Post Graduate Certificate, Business Administration, Human Resources -
2021 - 2022
Academy of Natural Health Sciences
Diploma of Education, Clinical Pet Nutritionist -
2019 - 2020
Southern Alberta Institute of Technology (SAIT)
Business Administration and Management, General
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