
Dynamic financial professional with extensive experience at ISMC, excelling in budget planning and audit coordination. Proven track record in enhancing data integrity and managing municipal funds. Strong interpersonal skills foster collaboration, while meticulous bookkeeping ensures accurate financial reporting. Committed to driving efficiency and supporting community initiatives through effective financial management.
Conduct intake of all clients accessing the tax clinic by assessing their eligibility and collecting required information and documents from eligible clients for tax preparers.
Provide general information to clients regarding the CVITP and the clinic.
Ensure all collected information and documents are kept safe and confidential.
Adhere to established policies regarding the handling and removal of confidential information and documents.
Maintain required statistical records for tax preparation and reporting purposes.
Serve as the primary point of contact for tax clinic volunteers, ensuring they have the tools and support they need.
• Manage program budgets, track expenditures, and ensure responsible stewardship of donated funds
• Coordinate procurement of supplies and resources, maintain purchase records, and reconcile receipts
• Oversee event and program financial logistics including venue bookings, vendor payments, and expense reporting
• Collect, track, and record donations; maintain donor records and issue acknowledgements as required
• Conduct volunteer and participant data tracking to support reporting, grant applications, and program evaluation
• Organize and lead the Community Volunteer Income Tax Program (CVITP) during tax season, assisting international students with federal and provincial filings
• Maintain accurate documentation in line with CRA and Revenu Québec requirements for community programs
• Implement administrative systems for scheduling, registrations, attendance tracking, and operational efficiency
• Prepare program summaries and financial updates for national ISMC leadership and partner organizations
• Support financial literacy initiatives and assist students in navigating Canadian services and government benefits
• Advised clients on residential property sales, rentals, and lease negotiations, ensuring optimal market value and timely transactions
• Conducted property valuations and comparative market analysis to support pricing strategies and investment decisions
• Managed transaction documentation including purchase agreements, tenancy contracts, deposit handling, and regulatory compliance
• Tracked property income and expenses, prepared financial summaries for landlords, and assisted with rent collection reconciliation
• Coordinated billing, invoicing, commission calculations, and monitored account settlements with buyers, tenants, and agencies
• Assisted clients with mortgage pre-approval processes and financing options, working closely with banks and financial institutions
• Maintained accurate CRM records, sales pipelines, and weekly revenue performance reports for management
• Strengthened client relationships through responsive communication, personalized service, and after-sales support
• Supported marketing activities including listing creation, photography, and promotion across digital platforms