Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Senior Office Manager/Financial Analyst
Harmonic Fund Services Canada
12.2010 - Current
HR Associate for Toronto office assisting Global HR Team with onboarding/offboarding employees, maintaining employee records, setting up Bamboo profiles, providing employment letters, setting up insurance and payroll for new staff, training new employees on corporate policies and procedures
Assisting Global Finance Team with all Toronto internal accounting, HST reporting, employee expenses, reconciliations, annual and quarterly reporting
Global Bank Administrator setting up employees and clients with access and permissions to all banking platforms, maintaining records, reconciliations, audit reporting
Assisting with AEOI/CRS filings
Provide AML Compliance Training globally for all staff and maintaining records and audit reports
JHSC representative maintaining government mandated Joint Health and Safety records ensuring Harmonic is in compliance with Labour laws
organize and maintain staff insurance records including enrollment, changes, termination of insurance, organizing maternity leave, etc.
Point person for all staff needs in Toronto office
Organize events including holiday parties, summer parties, staff team building events, wellness events/seminars
maintain the efficient day to day operations of the company, including but not limited to: sending out any packages/letters, keeping all documents/signage up to date as per government legislation, maintaining supplies for staff, etc.
Office Administrator
Walton Capital Management
05.2008 - 06.2010
Serve as liaison between Calgary Accounting Department and Ontario staff
Provide updates and support to Executive and Sales Team for Toronto and Ottawa offices as well as Planner Groups and Referral Agencies
Co-ordinate commission payments to Planner Groups and Referral Agents
Prepare expense reports for sales teams and co-ordinate payments
Track all expense payments
Manage, maintain and track company budget for Ontario, working closely with Senior Executives
Assisting President with budget forecasts and projections
Created budget tracking system
Track commission payments by Project for Account Managers and Referral Agencies
Create weekly commission reports and monthly Fees report
Ensure all documents are file appropriately and in a timely manner
Assist Executive and Sales Team with seminars and special events including "A Talk With Presidents" with Bill Clinton and George W. Bush
Train Account Managers and Sales Assistants on expense reports and Xactly Incent commission software
Social Committee Member
Attend weekly meetings, take meeting minutes
Education
Completed 25 Credits Towards Finance Degree - Corporate Finance
Athabasca University
Athabasca, AB
Skills
MS Office Suite
Payroll and Benefits Administration
Account Reconciliation
Excellent Attention to Detail
Accounts Payable and Accounts Receivable
Customer Relations Expertise
Business Administration
Intercompany Reconciliations
Self-Motivated Professional
Administrative Support
Intercompany Accounting
Superior Time Management
Flexible Team Player
Team Training and Mentoring
Languages
English
Native or Bilingual
Timeline
Senior Office Manager/Financial Analyst
Harmonic Fund Services Canada
12.2010 - Current
Office Administrator
Walton Capital Management
05.2008 - 06.2010
Completed 25 Credits Towards Finance Degree - Corporate Finance
Athabasca University
Similar Profiles
David YoungDavid Young
Windows System Administrator at Harmonic Fund ServicesWindows System Administrator at Harmonic Fund Services
Internal Auditor at World Universities Services of Canada (a Global Affairs Canada fund)Internal Auditor at World Universities Services of Canada (a Global Affairs Canada fund)