Dedicated accounting professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
Work History
Junior Staff Accountant
James Stafford, Inc. Chartered Professional Accountants
Vancouver, BC
2022.06 - Current
Manages complex finance projects under direction of senior management to meet deadlines and budget limitations.
Completes compilation engagements for owner-managed enterprises including preparation of Canadian and US personal income tax returns
Increases efficiency, supports and documentation of accounting processes by creating detailed schedules for journal entries.
Prepares balance sheets, income statements, and profit and loss statements while maintaining books and records for external clients including accounts payable and receivable, payroll, allocating and posting financial entries and adjusting journal entries
Assists in the completion of audit and review engagements, as well as development and implementation of client tax planning
Cashier
Save-On-Foods
North Van, BC
2021.11 - 2022.01
Answered questions about store policies and addressed customer concerns.
Helped customers complete purchases, locate items and join reward programs.
Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
Forensic Rehabilitation Specialist
Fulton State Hospital
Fulton, MO
2020.07 - 2021.07
Consulted with interdisciplinary teams to enhance coordination of care, establish medical clearance and determine optimal timing of further interventions.
Coordinated community resources and secured referrals.
Evaluated diagnostic data to determine eligibility and needed services.
Customized vocational exploration activities to identify self-determined rehabilitation needs and goals.
Provided direct care including in-service for self care, administering medications daily for 25-35 patients per day.
Receptionist
Dental Love
Fayetteville, NC
2019.10 - 2020.06
Helped patients complete necessary medical forms and documentation
Scheduled, rescheduled and cancelled appointments for dental patients.
Prepared insurance claim forms, explained benefits and outlined pricing details for procedures and services.
Office Clerk Assistant
Methodist University Registrar Office
Fayetteville, NC
2018.10 - 2019.05
Provided clerical support, addressing routine and special requirements.
Produced high-quality communications, addressing students, employees, and other university personnel concerns
Pulled documentation and organized files for review.
Input data and executed record filing system to improve document organization and management.
Finance Intern
Food and Agricultural Organization (FAO)
Rumbek , South Sudan
2017.05 - 2017.08
Assessed the financial health of the company and reported to management for decision-making.
Designed a verifiable accounting system of bookkeeping to track the local vendors of milk supplies and customers abolishing the customary disputes about contractual obligations.
Maintained the system for local managers to calculate expenses and profits on a weekly basis.
Managed a milk bar, supervising ten employees, identifying the needs of customers by meeting/exceeding their expectations, giving attention to detail, and ensuring effective communication.
Prepared comprehensive forecasting reports for senior leadership as necessary.
Education
Bachelor of Science - Accounting And Healthcare Administration
Methodist University
Fayetteville NC, United States
2016.08 - 2020.05
High School Diploma -
Li Po Chun United World College
Hong Kong
2014.09 - 2016.05
Skills
Forecasting & Budgeting
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Timeline
Junior Staff Accountant
James Stafford, Inc. Chartered Professional Accountants
2022.06 - Current
Cashier
Save-On-Foods
2021.11 - 2022.01
Forensic Rehabilitation Specialist
Fulton State Hospital
2020.07 - 2021.07
Receptionist
Dental Love
2019.10 - 2020.06
Office Clerk Assistant
Methodist University Registrar Office
2018.10 - 2019.05
Finance Intern
Food and Agricultural Organization (FAO)
2017.05 - 2017.08
Bachelor of Science - Accounting And Healthcare Administration
Methodist University
2016.08 - 2020.05
High School Diploma -
Li Po Chun United World College
2014.09 - 2016.05
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