Carissa Taylor
Winnipeg,Manitoba
Summary
Financial professional adept at effectively completing complex tasks. Smart and talented with proficiency in Quickbooks. Proven history of efficiency, accuracy and detail-oriented work.
Overview
16
16
years of professional experience
Work History
Financial Administrator
Servco Canada
10.2024 - 01.2025
- Evaluated vendor contracts to negotiate favorable terms, resulting in cost savings for the organization,
- Achieved successful internal and external audits by maintaining accurate financial records and ensuring timely reporting.
- Improved cash flow management with diligent monitoring of accounts receivable and payable transactions.
- Optimized cost control measures, identifying areas for expense reduction without compromising quality or service levels.
- Created company in new Project Building Software to better build and track quoted projects.
Account Assistant
Impact Security Group
01.2022 - 10.2024
- Collaborated with cross-functional teams to ensure accurate billing and prompt payment collection.
- Facilitated smooth internal audits by preparing supporting documents promptly upon request from auditors or management personnel.
- Provided exceptional customer service by addressing client inquiries promptly and effectively, resulting in increased satisfaction rates and repeat business.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Executed billing tasks and recorded information in company databases.
- Liaised with accounting team for seamless workflow.
Payroll Specialist
Shared Health
03.2021 - 12.2021
- Worked for Shared Health at the RBC convention centre working in the Covid-19 head office clinic.
- Verified timekeeping records and handled any discrepancies with employees.
- Maintained payroll information by calculating, collecting, and entering data.
- Met deadline turn around for payroll export.
- Improved payroll accuracy by regularly updating employee records with changes in salary rates, deductions, and exemptions.
- Reduced payroll errors by conducting thorough audits and resolving discrepancies in a timely manner.
Invoice Clerk
Paramount Services
02.2019 - 03.2021
- Prepared 100 invoices daily
- GPS tracked vehicles to ensure accurate mileage charges
- Compared purchase orders to parts used on jobs to ensure accurate supply charges
- Completed PM invoices per site requirements
- Ensured all safety documentation was attached to invoices
- Was key point of contact for working with Ontario branch via phone and email.
Human Resource Manager
Support Through Dreaming Rainbow
11.2016 - 09.2018
- Managed interview scheduling, coordinated travel arrangements, and facilitated communication with candidates throughout the hiring process.
- Oriented newly hired employees by providing company information, facilitating onboarding processes and establishing position-related requirements.
- Managed employee relations issues professionally, resolving conflicts efficiently while maintaining confidentiality at all times.
- Streamlined HR processes for increased efficiency, reducing paperwork and manual tasks through automation.
- Conducted thorough internal investigations, addressing employee concerns with fairness and transparency.
- Optimized payroll processing procedures for accuracy and timeliness using advanced software solutions.
Branch Manager
Speedy Cash
03.2014 - 11.2016
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
- Examined customer loan applications for loan approvals and denials.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Assisted in the recruitment process, selecting top talent to join the team and contribute to the success of the organization.
- Completed daily Bank Secrecy Act reports.
- Maintained compliance with industry regulations, minimizing risk exposure for the company through diligent oversight of operations.
Branch Manager
Moneymax Alberta Ltd
02.2009 - 01.2015
- Managed interview scheduling, coordinated travel arrangements, and facilitated communication with candidates throughout the hiring process.
- Oriented newly hired employees by providing company information, facilitating onboarding processes and establishing position-related requirements.
- Negotiated salary packages and benefits offerings for newly hired employees, ensuring competitive compensation structures across all departments.
- Efficiently managed personnel files, maintaining confidentiality while keeping records up-to-date and organized.
- Assisted in payroll processing to ensure timely delivery of paychecks to all employees.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Examined customer loan applications for loan approvals and denials.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
Education
Accounting Certification - Accounting
TeamWorks Institute
Lethbridge, ABAccounting Software Certification - Accounting Software
TeamWorks Institute
Lethbridge, ABSkills
- Time management
- Multitasking
- Organization
- Excellent Written and verbal communication
- Microsoft Office
- Accounts Receivable / Accounts Payable
- Quickbooks
- Payroll
- Scheduling
- Bank Reconciliation
Languages
English
Timeline
Financial Administrator
Servco Canada
10.2024 - 01.2025
Account Assistant
Impact Security Group
01.2022 - 10.2024
Payroll Specialist
Shared Health
03.2021 - 12.2021
Invoice Clerk
Paramount Services
02.2019 - 03.2021
Human Resource Manager
Support Through Dreaming Rainbow
11.2016 - 09.2018
Branch Manager
Speedy Cash
03.2014 - 11.2016
Branch Manager
Moneymax Alberta Ltd
02.2009 - 01.2015
Accounting Certification - Accounting
TeamWorks Institute
Accounting Software Certification - Accounting Software
TeamWorks Institute
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