Cassidy Hooper
Summary
Proven leader in bookkeeping and accounting, adept at managing remote teams for ConnectCPA to ensure client satisfaction and compliance. Excelled in streamlining processes, enhancing team productivity by focusing on strengths and morale, and reducing errors in account reconciliation.
Skilled in cloud accounting and fostering customer relations, consistently exceeding financial goals. Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.
Overview
10
10
years of professional experience
Work History
Bookkeeping Manager
ConnectCPA
06.2018 - Current
- Manage and oversea a remote team of bookkeepers handling multiple clients from different industries.
- Providing leadership, training and support to the team answering questions and assisting with client escalations.
- Monitoring the workload & capacity of my staff and providing coverage for time off, jumping in when necessary to get clients caught and assisting the transition of a new client to the bookkeeper.
- Reviewing my teams work for accuracy and procedure compliance while providing feedback and communicating with their clients to ensure needs are being met.
- Meeting with my staff regularly to discuss their strengths, client issues, learning opportunities and boost morale.
- Have a deep understanding of my staffs clients including but not limited to their processes and procedures, bookkeeping needs, timelines and personalities.
Accounting Assistant
Heritage Gas
05.2017 - 06.2018
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
- Expedited invoice processing with effective communication between internal departments and external vendors.
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management, reducing errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
Bookkeeper
TrueVista Accounting Solutions Ltd.
11.2016 - 05.2017
- Recording multiple clients' revenue and expense transactions, entering invoices and payments into QBO
- Optimized office efficiency by creating well-organized filing systems for easy access to essential documents.
- Provided exceptional customer service when interacting with vendors or clients regarding billing inquiries or disputes resolution.
Office Manager
Element Construction Inc.
11.2015 - 10.2016
- Managed the day-to-day operations in the front office, communicating with clients and employees, processing accounts payable and receivables, tracking employees hours, handling general bookkeeping duties and processing payroll.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Prepared and processed accounts payable invoices, reducing late payment penalties by closely monitoring due dates and managing timely payments, as well as ensuring the proper account codes are applied to invoices and records are kept well organized.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Customer Service Representative
TD Canada Trust
10.2014 - 12.2015
- Improved customer satisfaction by efficiently processing transactions, addressing account inquiries and minimizing wait times. Resolving customer issues promptly, fostering positive relationships between the bank and its clients.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
- Educated customers on banking products, enabling them to make informed decisions about their finances as well as the use of banking website and mobile apps.
Education
Bachelor of Commerce - Accounting And Human Resources
Saint Mary's University
Halifax, NS05.2017
Skills
- Bank Reconciliation
- Accounts Receivable
- Accounts Payable
- Accounting and bookkeeping
- Customer Relations
- Advanced computer skills
- Record preparation
- Bookkeeping Software
- Cloud accounting
- Attention to Detail
Timeline
Bookkeeping Manager
ConnectCPA
06.2018 - Current
Accounting Assistant
Heritage Gas
05.2017 - 06.2018
Bookkeeper
TrueVista Accounting Solutions Ltd.
11.2016 - 05.2017
Office Manager
Element Construction Inc.
11.2015 - 10.2016
Customer Service Representative
TD Canada Trust
10.2014 - 12.2015
Bachelor of Commerce - Accounting And Human Resources
Saint Mary's University