Summary
Overview
Work History
Education
Skills
Timeline
Generic

Arlene Gloria-Macalino

Summary



Over 16 years of office experience in a growth focus accounting firm. Highly flexible and willing to accept a variety of roles and responsibilities to accomplish tasks with accuracy and promptness with a positive attitude. Willingness to take on added responsibilities, multitask and prioritize to meet team goals with a high degree of customer satisfaction.

Overview

23
23
years of professional experience

Work History

Administrative Assistant

MNP LLP (MERGER)
03.2021 - Current
  • Provided high-level administrative support to partners, senior managers and managers
  • Skilled at managing multiple confidential projects at the same time and prioritizing tasks with immediate deadlines
  • Formatted and finalize year end audit deliverables, coordinating review and signatures
  • Track and manage engagements for archiving deadlines and confirmed final documents are placed in files for compliance.
  • Team lead for T1/T3 season
  • Print and assemble tax returns for both e-filing/paper filing returns
  • E-file tax returns
  • Participating in social committee and organizing staff events
  • Backup for reception
  • Proficient in Word, Excel, Powerpoint

Audit & Tax Reporting Professional

Deloitte
03.2017 - 03.2021
  • Successfully managed multiple client requests with tight deadlines from various large Audit Public & Private engagements
  • Drafted, formatted, finalized and archived Audit/Tax deliverables to National standards (Financial Statements, Tax Returns, Engagement Letters, Audit Communications, etc)
  • Experienced working in Microsoft Office Suite, AS/2, EMS, CaseWare, DTi, EAT, Sharefile programs
  • Tracked and managed engagements for archiving deadlines and confirmed final documents are placed in files for compliance
  • Ensured that electronic/paper filing of deliverables complied with CRA and IRS tax agencies' requirements
  • Supported the National Audit & Tax teams by extending support to multiple offices across different time zones (AST-PST)
  • Comfortable interacting and familiar with different departments of Deloitte LLP (Business Operations, Tax, Audit, Consulting, Archiving)
  • Proficient at interacting and collaborating with various departments of Deloitte LLP (Business Operations, Tax, Audit, Consulting, Archiving)
  • Trained and supervised assemblers to assist in T1 season with document finalization and e-files

Analyst

Deloitte
10.2012 - 02.2016
  • Provide administrative and secretarial support to a trustee & senior managers
  • Process bankruptcy application information into Insolvency Manager
  • Prepare Statement of Affairs and Income and Expense form in draft for review
  • Perform all necessary online vehicle and OSB searches for new clients
  • E-file appropriate documents with the Office of the Superintendent of Bankruptcy
  • Prepare all documentation to open court files and monitor court documents
  • Enter Proofs of Claims
  • Prepare counseling certificate/packages
  • Assist with filing of Prior/Pre/Post Bankruptcy tax returns
  • Respond to calls from collection agencies confirming status of the bankrupts, date of bankruptcy or requests for creditor's packages
  • Respond to email requests

Receptionist

Deloitte
07.2012 - 09.2012
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
  • Confirmed appointments, communicated with clients, and updated client records
  • Kept reception area clean and neat to give visitors positive first impression
  • Answered phone promptly and directed incoming calls to correct offices
  • Responded to inquiries from callers seeking information
  • Resolved customer problems and complaints
  • Corresponded with clients through email, telephone, or postal mail
  • Maintained confidentiality of information regarding clients and company
  • Answered central telephone system and directed calls accordingly
  • Provided clerical support to company employees by copying, faxing, and filing documents
  • Restocked supplies and submitted purchase orders to maintain stock levels
  • Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity
  • Sorted, received, and distributed mail correspondence between departments and personnel
  • Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions

Executive Assistant

Deloitte
03.2012 - 06.2012
  • Handled confidential and sensitive information with discretion and tact
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time
  • Organized and coordinated conferences and monthly meetings
  • Processed travel expenses and reimbursements for executive team and senior management group
  • Screened calls and emails and responded accordingly to support executive correspondence
  • Updated and maintained confidential databases and records
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes

File Clerk Coordinator

Deloitte & Touche
07.2009 - 09.2011
  • Manage and maintain all documents/files
  • Add new material to file records and create new records as necessary
  • Code and label new files
  • Perform searches in CMS and off-site storage database and retrieve files in response to email requests and deliver to requestors
  • Assists in initiatives to ensure/encourage compliance with retention and/or destruction of on-site and off-site files
  • Archive older files transferring to off-site storages according to policy retention guidelines/legal requirements
  • Gather materials to be filed from departments and employees

Executive Assistant

Deloitte & Touche
05.2007 - 01.2008
  • Provide executive-level administrative and secretarial support to a Trustee and Senior Manager
  • Process bankruptcy application information into Insolvency Manager
  • Prepare Statement of Affairs and Income and Expense form in draft for review
  • Perform all necessary online vehicle and OSB searches for new clients
  • E-file appropriate documents with the Office of the Superintendent of Bankruptcy
  • Prepare all documentation to open court files and monitor court documents
  • Enter Proofs of Claims
  • Prepare counseling certificate/packages
  • Assist with filing of Prior/Pre/Post Bankruptcy tax returns
  • Respond to calls from collection agencies confirming status of the bankrupts, date of bankruptcy or requests for creditor's packages
  • Respond to email requests

Administrative Assistant

College of Physical Therapists of BC
10.2000 - 05.2007
  • Prepare reports, presentations and provide information to the Board of Directors and Committees
  • Organize meetings for groups up to 15 people
  • Handled travel/catering arrangements
  • Assist Registrar to prepare and circulate agendas, meeting materials and minutes
  • Design/maintain office procedure manual
  • Maintain files in a complete and orderly manner
  • Maintain inventory of office supplies and order supplies as required
  • Provide information to employees regarding payroll issues
  • Meet with auditors yearly and provide them with all necessary explanations and reports
  • Process application for student/courtesy registration and criminal record checks
  • Update computerized database
  • Sort incoming/outgoing mail, organized couriers
  • Manage accounts receivable and accounts payable, payroll, petty cash reconciliation, opened and closed books for auditors
  • Prepare Purchase Journal and adjust the errors found
  • Prepare monthly financial statements
  • Perform month end closing records
  • Under the direction of the Registrar, maintain accurate financial accounts and assist in the preparation of the annual budgets for the Board and Annual General Meetings
  • Process expense reports of the Board and Committee members
  • Bank deposits
  • Deal with customers and Committee members on a daily basis
  • Respond to telephone inquiries, maintain good customer relations and solve problems or forward to appropriate person

Education

Accounting 1 -

04.2004

Simply Accounting Beyond the Basics -

10.2003

Advanced Skills for the Administrative Assistant -

09.2003

Handling Conflict on the Telephone -

06.2003

Excel Beyond the Basics -

05.2003

Administrative Assistant Course -

Herzing Career College
Winnipeg, MB
01.1999

Skills

  • Quality Assurance
  • Interpersonal Skills
  • Data Entry
  • Dedicated Team Player
  • Computer Literate
  • Time Management
  • Critical Thinking
  • Problem Solving

Timeline

Administrative Assistant

MNP LLP (MERGER)
03.2021 - Current

Audit & Tax Reporting Professional

Deloitte
03.2017 - 03.2021

Analyst

Deloitte
10.2012 - 02.2016

Receptionist

Deloitte
07.2012 - 09.2012

Executive Assistant

Deloitte
03.2012 - 06.2012

File Clerk Coordinator

Deloitte & Touche
07.2009 - 09.2011

Executive Assistant

Deloitte & Touche
05.2007 - 01.2008

Administrative Assistant

College of Physical Therapists of BC
10.2000 - 05.2007

Accounting 1 -

Simply Accounting Beyond the Basics -

Advanced Skills for the Administrative Assistant -

Handling Conflict on the Telephone -

Excel Beyond the Basics -

Administrative Assistant Course -

Herzing Career College

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Arlene Gloria-Macalino