Experience

Portland Investment Counsel Inc.
• Canada
• Financial Services
• 1 - 100 Employee
• Reporting Analyst

  • Aug 2023 - Present
• Compliance Officer & Reporting Analyst

  • May 2021 - May 2022


OTIP (Ontario Teachers Insurance Plan)

• Canada
• Insurance
• 400 - 500 Employee

• Finance and Accounting Assistant

  • Jun 2020 - Aug 2020

  Providing administrative and clerical support within the Finance and Premium Administration departments including posting journal entries, entering data into the general ledger, and filing documents and information. This role also includes preparing financial documents and supporting the monthly invoicing process for both corporate, member and other insurance receivables. Providing administrative and clerical support within the Finance and Premium Administration departments including posting journal entries, entering data into the general ledger, and filing documents and information. This role also includes preparing financial documents and supporting the monthly invoicing process for both corporate, member and other insurance receivables.

• Event Coordinator Assistant

  • Apr 2019 - Aug 2019

  Critical role in the organization of the Annual OTIP Charity Golf Classic, including detailed-oriented event planner, oversight of all components and executing of the event. This role included: sole responsibility of orchestrating the auction; developing communications with over 400 partner companies; management of large corporate sponsors; oversaw multiple departments; and, organized payments from sponsors. The tournament raised $169,282 for our local charities, while the auction alone raised $5850. Other highly effective skills demonstrated include: strong written and verbal communication, project management, brand strategy alignment, and interpersonal skills. Show less



Food Basics

• Canada
• Retail
• 300 - 400 Employee

• Cash Office Supervisor/Assistant Bookkeeper

  • May 2016 - Jun 2018

  Assistant Bookkeeper June 2017 - June 2018 Responsible for store's business management in the following areas: open and/or closing the store; financial management and bookkeeping for daily banking including balancing accounts, balancing tills, distributing tills to cashiers, filing invoices and forwarding data onto Head Office. Cash Office Supervisor March 2017 - June 2018 Responsible for the Cash Department, including oversight of all cashier roles. This role included: opening and/or closing the store; daily financial audits; record keeping; perform cash pickups; quality customer service; training of new cashier roles; and management of customer complaints. Cashier May 2016 - June 2018 Responsible for providing excellent customer service and financial management. The role also includes: effective interpersonal communication; the ability to effectively manage time and prioritize tasks; strong product knowledge and understanding of target customers; professional telephone etiquette; and, included maintaining inventory. Show less



KW Culture

• Advertising Services

• VP of Marketing/Co-owner

  • 2015 - 2016

  Co-founded a small business, KW Culture. As the elected VP of Marketing, I was responsible for the following: facilitating sales organization; managing advertising; filming and producing a commercial; developing the team pitch; and, assisting in production. KW Culture was awarded Most Improved Company. Co-founded a small business, KW Culture. As the elected VP of Marketing, I was responsible for the following: facilitating sales organization; managing advertising; filming and producing a commercial; developing the team pitch; and, assisting in production. KW Culture was awarded Most Improved Company.