Detail-oriented Accountant with over 8 years of experience in financial reporting and tax preparation. Expertise in account reconciliation and financial analysis, providing clients with clear guidance on tax obligations and opportunities. Committed to enhancing client experiences through effective communication and training.
Overview
13
13
years of professional experience
Work History
Accountant
Hartwick & Co.
Kamloops, British Columbia
01.2018 - Current
Reported on financial results including balance sheets, income statements, and cash flow statements.
Assisted in preparing financial statements and reports for management review.
Performed general ledger reconciliations on a timely basis.
Conducted reconciliations of bank statements to ensure account accuracy.
Created journal entries accurately and timely for year end close processes.
Utilized accounting software for tracking expenses, generating financial reports, and data management.
Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
Prepared individual and business tax returns using specialized software tools.
Analyzed client financial records to determine tax obligations and deductions.
Assisted clients with tax-related inquiries and provided clear guidance.
Provided training and support to junior accounting staff members.
Alarm Technician
Vivint
Calgary, Alberta
05.2013 - 08.2017
Changed residence seasonally to pursue job assignments in various cities including St. John's, Edmonton, Regina, Calgary, and Red Deer.
Installed security alarm systems for residential and commercial clients.
Trained customers on system operation and safety procedures for alarms.
Responded to service calls, diagnosing issues and performing repairs promptly.
Managed inventory of tools, equipment, and replacement parts for installations.
Ensured compliance with safety regulations and industry standards in all installations.
Assisted with the design of customized security solutions based on individual customer needs.
Education
Bachelor of Arts - English Literature
Thompson Rivers University
Kamloops, BC
06-2026
Skills
Maintaining positive client relations
Explaining complex regulations in a digestible manner