Amanda O'Neill
Enfield,NS
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented financial professional adept at coordinating fiscal plans, AP and AR operations as well as inventory management. Good mathematical, communication, and problem-solving abilities.
Overview
12
12
years of professional experience
Work History
Controller
Benere Contracting Limited.
07.2021 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports, and income statements.
- Managed payroll data entry and processing for 12 employees to comply with predetermined company guidelines.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
Financial Advisor
Easy Financial
09.2018 - 06.2019
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Helped clients make informed decisions about their financial future.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Project Coordinator
Nuco Restoration
07.2011 - 08.2017
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Created job files for each project and maintained current data in each file.
- Photocopied, distributed and emailed documents to project managers.
- Arranged travel and accommodation for team members and project partners.
- Maintained open communication by presenting regular updates on project status to customers.
Education
BBA - Marketing
Cape Breton University
Sydney, NS05.2010
High School Diploma -
Glace Bay High School
Glace Bay, NS06.2006
Skills
- Policy Planning
- Pricing and Costing
- Processing Payments
- Preparing Financial Statements
- Bookkeeping
- Payroll Processing
- AP/AR Invoicing
- Project Management
- Staff Management
Languages
English
Timeline
Controller
Benere Contracting Limited.
07.2021 - Current
Financial Advisor
Easy Financial
09.2018 - 06.2019
Project Coordinator
Nuco Restoration
07.2011 - 08.2017
BBA - Marketing
Cape Breton University
High School Diploma -
Glace Bay High School
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