Results-driven accounting professional with extensive experience at Scotiabank, excelling in accounts payable and financial reporting. Proven ability to enhance accuracy in invoice processing and deliver exceptional customer service. Recognized for meeting Service Level Agreements consistently and identifying tax-saving opportunities, demonstrating strong analytical skills and a commitment to excellence.
Overview
8
8
years of professional experience
Work History
Accounting Assistant
Can-Am Trailers Limited
London, Ontario
10.2015 - 02.2017
Maintained efficient accounts payable accounting and record-keeping systems.
Entered invoices from parts and service, matched them to P.O.s, and filed them.
Tracked manual P.O.s.
Printed A/P cheques.
Tracked manufacturer warranty invoices and tracked payments; reported discrepancies to the Service/Parts Manager.
To be alert to undue expenses and bring them to the attention of management.
Verified all purchase orders and matching invoices to ensure accuracy.
Bank Teller
Scotiabank Cherry Hill Mall Village Branch
London, Ontario
01.2011 - 03.2011
Welcomed customers and offered pleasant service during entire transaction.
Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
Reconciled cash and checks against computer records at end of shift.
Provided assistance to other tellers during peak business hours as needed.
Participated in weekly training sessions to stay abreast of changes in banking regulations.
Senior Mortgage Administration Clerk
Scotiabank Central Mortgage Unit, Instant Funding department & Discharges department
Stratford, Ontario
06.2010 - 12.2010
Quickly learned the skills needed to accurately process entries for the Instant Funding product, incurring no legal fee expenses. Worked efficiently to ensure the team stayed within budget on overtime.
Accurately processed and dealt directly with branch customers; year-to-date Service Level Agreements had been met 99.14% of the time. Being part of a team that ranked 4.61 (out of 5) in the Scotia Satisfaction Survey, with no complaints and a better-than-satisfactory in-house audit.
Quickly progressed through the learning curve of Instant Funding entries, and used errors as a means to expand knowledge of mortgages.
Accurately processed requests for changes, actions, and corrections from domestic branches and other bank departments related to mortgages. Timely met and exceeded the benchmark requirement of dealing with 60 discharges per day.
Excellently understood mortgage operating procedures, and effectively utilized professional judgment in the interpretation of data and instructions.
Income Tax Preparer
Community Volunteer Income Tax Program
London, Ontario
03.2009 - 04.2010
Generated reports summarizing client's taxable income and liabilities.
Identified opportunities for additional deductions or credits.
Used tax form instructions and tables to complete tax forms.
Assisted clients with understanding and completing tax forms accurately.
Education
Honours Bachelor of Commerce - Accounting
Laurentian University
Greater Sudbury, None
10-2013
Diploma in Business Administration Accounting - Accounting
Fanshawe College
London, None
05-2010
Skills
Accounts payable
Invoice processing
Financial reporting
Data entry
Purchase order verification
Customer service
Income Tax filling
Languages
Chinese (Mandarin)
Native/ Bilingual
Timeline
Accounting Assistant
Can-Am Trailers Limited
10.2015 - 02.2017
Bank Teller
Scotiabank Cherry Hill Mall Village Branch
01.2011 - 03.2011
Senior Mortgage Administration Clerk
Scotiabank Central Mortgage Unit, Instant Funding department & Discharges department
06.2010 - 12.2010
Income Tax Preparer
Community Volunteer Income Tax Program
03.2009 - 04.2010
Honours Bachelor of Commerce - Accounting
Laurentian University
Diploma in Business Administration Accounting - Accounting