Accounting Support Lead Associate

• Sep 2022 - Present

Accounting Support Lead Associates support Operations Associates in the completion of non-standard, higher-complexity bookkeeping tasks. Lead Associates support in the mentorship and upskilling of other Accounting Support team members. They also support in the development of new macros and bookkeeping processes to improve the efficient delivery of non-standard bookkeeping tasks

Accounting Support Associate

• Apr 2022 - Sep 2022

Accounting Support Associates support Operations Associates in the completion of non-standard, higher-complexity bookkeeping tasks. I supported Associates and answered their complex bookkeeping questions through Zoom and written responses. I contributed to my team by creating Keyboard Maestro macros, updating Confluence articles on our bookkeeping standards, and researching IRS guidelines for bookkeeping.

Quality Assurance Associate

• Sep 2021 - Apr 2022

Completes a wide variety of bookkeeping reviews to ensure that clients receive a high quality bookkeeping service. Further, provides Accounting Associates (see previous role) with continuous feedback to improve the quality of review submissions and collaborates across teams. I contributed to the overall morale of my team by creating a team playlist and creating team social activities via Zoom. I also helped direct a company-wide Diversity, Equity, and Inclusion presentation for Earth Day 2022 which resulted in part by a call to action letter I wrote to executive management. Show less

Accounting Associate

• Jan 2021 - Sep 2021

Managed a portfolio of over sixty small business owners, completed bookkeeping tasks in a timely manner, maintained excellent quality books month-to-month, consistently achieved ambitious targets, used judgment and experience in resolving issues or in making recommendations. As a team member I contributed by attending additional professional development training and sharing my knowledge and notes with the team afterwards.

Notetaker

• Oct 2019 - Dec 2019

Barista

• Mar 2019 - Aug 2019

Keyholder/Barista

• Aug 2017 - Mar 2019

Opening duties, closing duties, training new staff, serving coffee and food to customers, restocking pastries, baking muffins/scones, contributing new ideas to help the business, welcoming customers into the store. Opening duties, closing duties, training new staff, serving coffee and food to customers, restocking pastries, baking muffins/scones, contributing new ideas to help the business, welcoming customers into the store.

Alterations CSR

• Jun 2017 - Aug 2017

Resident Advisor

• Aug 2016 - Apr 2017

Peer Helping, on call duties, working in extremely stressful environments, administrative duties, confidentiality, teamwork, fire check Peer Helping, on call duties, working in extremely stressful environments, administrative duties, confidentiality, teamwork, fire check

Worship Arts Intern

• Jun 2016 - Aug 2016

Deli Clerk

• Oct 2014 - Aug 2015

Preparing food, cooking, helping customers, cleaning (washing dishes, cleaning an oven and slicer(s), wiping counters and surfaces, etc.), training employees, slicing deli meat, and slicing cheeses. Preparing food, cooking, helping customers, cleaning (washing dishes, cleaning an oven and slicer(s), wiping counters and surfaces, etc.), training employees, slicing deli meat, and slicing cheeses.