Experience

Rockdoc Consulting Inc.

• Canada
• Medical Practices
• 1 - 100 Employee

• Senior Finance & Accounting Analyst

  • Aug 2022 - Present

• Finance & Accounting Analyst

  • Jan 2022 - Aug 2022

• Executive Administrator

  • Oct 2021 - Jan 2022



Triangle RV Centre

• Canada
• Retail
• 1 - 100 Employee

• Finance & Insurance Manager

  • Jun 2020 - Oct 2021

  Present and counsel clients regarding the purchase of insurance, warranty, and maintenance products available for sale. Ensure the client understands every component of the sale. Accurately and justly represent the client with all financing providers. Work with the sales team to help close client sales. Research vehicle liens on trade-ins or dealer trades; verify all vehicles have correct titles, tax and lien information. Track and record sales performance accordingly. Prepare policy remittances and sales reports for management. Research and propose new ideas and business office products/concepts, pricing, and presentation strategies. Obtained license with the Vehicles Sales Authority Show less



BMO Financial Group

• Customer Service Representative

  • Apr 2018 - Jun 2020

  Execute financial transactions including withdrawals, deposits, foreign currency conversions, bill payments and account administration requests Suggest and demonstrate alternative banking services, such as online banking, telephone banking, automated teller machine, thus strengthening trust and customer relations Referring customers to branch partners after individually qualifying the needs established through conversations exploring financial goals Engage clients in complete, needs based conversations to identify financial services and recommend solutions while maintaining ongoing relationships with current clients for a variety of banking needs and for financial planning Participate in active coaching and branch meetings while effectively communicating goals and targets with management Various office administration tasks, such as sorting inter branch mail, returning customer voice mails, and proactively maintaining the overall appearance of the branch Show less



Sport Chek

• Canada
• Sporting Goods Manufacturing
• 700 & Above Employee

• Head Cashier

  • Nov 2012 - Sep 2018

  Responsible for balancing registers and the safe daily, and preparing weekly and monthly cash packages and reports. Applied knowledge of sportswear and gear to help customers make informed purchase decisions. Processed and identified items for shipping while ensuring appropriate packaging procedures were followed. Coordinated annual inventory counts, verifying accuracy and completeness. Responsible for balancing registers and the safe daily, and preparing weekly and monthly cash packages and reports. Applied knowledge of sportswear and gear to help customers make informed purchase decisions. Processed and identified items for shipping while ensuring appropriate packaging procedures were followed. Coordinated annual inventory counts, verifying accuracy and completeness.



McDonald's

• 1 - 100 Employee

• Team leader

  • Jul 2011 - Feb 2013

  Provided a high level of product and leadership support to representatives and clients Maintained detailed administrative and procedural processes to improve accuracy and efficiency Addressed inquiries from employees and management regarding new-hire activity and ongoing employee relation issues Effectively communicated with team members to maintain clearly defined expectations Monitoring food safety, security and profitability Responsible for meeting targets during shifts and for helping assigned departments meet their goals Show less