Customer Service Business Financial

Desired Position:

Accounting and Payroll Specialist, Financial Manager, Financial Assistant, Financial Analyst, Operations, Treasury Manager, Cash Management

QUALIFICATIONS

** ***** ** ***** ****ing services experience with a major bank.

5 years of bookkeeping experience with small and medium-sized businesses.

6 years of experience as a health and dental claims examiner with major insurance companies.

Effective team member who is comfortable with leading and collaborating.

Expert in handling challenging environments with calmness and professionalism.

Excellent communicator with strong written and verbal communication skills.

Adapt to transitions quickly and efficiently, meticulous with a high degree of accuracy.

5 Years in retail business (Eaton Centre, Holt Renfrew, Bittersweet etc.).

EMPLOYMENT

City Wide Security Solutions (Small Corporate Business) May 2024-Present

Accountant, Bookkeeper, Tax Preparer

Prepared 2023 taxes, reconciled credit cards and bank accounts, and filed GST/HST, Government Fillings

File Income and Business Tax using TurboTax Desktop version.

Levitt Sheikh (Private Law Firm) Dec 2022-Aug 2023

Accounting Clerk

Processed credit card payments on Moneris, oversaw invoicing, reports, account openings, posting payments, reconciling, and banking duties.

Statistics Canada (National Statistical Agency of Canada) May 2021-Jul 2021

Enumerator

Engaged the public in assigned areas to gather statistical data.

Conducted phone interviews when residents were not available in person.

Utilized the Collection Management Portal of Statistics Canada to work remotely.

Participated in online meetings with coworkers and crew leader.

City of Toronto (Municipal Government) Nov 2020-Jan 2021

Election Assistant (By-Election)

Assisted voters with registration and online voting.

Conducted quality assurance for supplies required at voting locations.

Processed mail-in votes.

Small Businesspeople Inc. (Private) Nov 2019-Mar 2020

Assistant Bookkeeper

Applied basic accounting principles, input data and information databases using QuickBooks and Excel

Collected data and information from clients for processing.

Performed bank reconciliations, reviewed, and updated client databases, and reconciled bank deposits with payments of invoices.

Entered salary and personnel information in Payroll Wagepoint.

Collected supporting documentation required for payroll reporting.

Recorded detailed transactions and monitored and reconciled various accounts.

Elections Canada (Federal Government) Oct 2019 -Nov 2019

Election Poll Supervisor

Supervised a team of eleven, managed scheduling, and ensured compliance with voting regulations.

Provided support across various polling positions and ensured the smooth operation of the polling site.

City of Toronto (Municipal Government) Apr 2018-Nov 2018

Election Assistant (Call Centre)

Functioned as a front-line expert and provided outreach to promote the 2018 Municipal Election.

Managed scheduling and rescheduling of election officials.

Bank of Montreal (BMO) Oct 2005-Mar 2016

Senior Customer Service Representative

Assisted with a variety of banking transactions, including bill payments and wire transfers.

Matched client needs with appropriate products and services, ensuring excellent service and security.

Managed cash transactions, reconciled cheques, and trained new employees.

Managed branch treasury.

EDUCATION AND TRAINING

triOS College Business, Technology and Healthcare (Toronto) 2022

Diploma in Accounting and Payroll Specialist with Honours

Trained on ACCPAC, Sage 300, Sage 50, QuickBooks, Payroll – Online*

Accounting 1, Accounting 2, Accounting 3, Finance, Microsoft Office 365

Payroll Compliance Legislation (Passed) on PCP designation process

Payroll Fundamentals I & II (Passed) on PLP designation process

Oliver’s Learning Online (Toronto) 2018

Retirement Planning Certificate

Durham College Corporate Training Services (Whitby) 2016

Life License Qualification Program (LLQP)

George Brown College 2000

Legal Assistant Certificate

Toronto Metropolitan University 1997

Legal Procedures Certificate

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