Effie Margaritis
Markham,Ontario
Summary
Hardworking, results-driven employee with strong financial and customer service management experience.
Skilled in billing, managing and reconciling accounts and identifying discrepancies. Strong to numerical accuracy, with a commitment to maintaining confidentiality and upholding the highest standards of integrity in financial transactions.
Overview
22
22
years of professional experience
Work History
Project Controls Analyst
R.V. Anderson
Toronto
08.2023 - Current
- Conducted regular meetings with Project Managers to review projects, budgets. billing expectations and financial reports or any changes or issues that arise.
- Liaise with Billing Department to ensure invoicing is in line with client expectation.
- Analyzed labor productivity rates to ensure accuracy and revenues properly recorded
- Created reports on project progress to identify areas of improvement and potential risks.
- Developed presentations for Project Manager teams outlining project performance metrics such as revenue, budgets and direct labour multiplier (DLM)
- Recognized overruns and surpluses and worked with PM team to ensure proper action was taken.
- Tracked variances and strategized to implement corrective action.
Project Accountant
WSP Canada Inc
Markham, ON
12.2008 - 07.2023
- Ensure contracts and procedures of the operating company are met
- Assure that all data in Vision software is up to date on assigned projects, including funding, budgets and project maintenance
- Revenue adjustments, journal entries and reconciliations to ensure projects are accurate
- Work with internal and external Auditors to complete required audit reports for clients.
- Analyze Estimated time to Complete (ETCs) and Earned Value at Completion (EV) to ensure project is progressing as outlined in contract to identify possible cost overruns.
Project Coordinator, Financial Services
STANTEC CONSULTING INC
Markham, ON
02.2006 - 12.2008
- Liaise with Financial Manager and Project Managers to ensure costs are within budgets
- Produce detailed financial reports to analyze project profitability
- Act as a trainer and assist with acquisition integration
- Maintain accurate revenue budgets by monitoring and adjusting weekly
- Finalize client invoices
- Update budgets accordingly
- Close completed projects/tasks
- Provide reports to Managing Leaders on WIP and A/R provisions each period
- Ensure SOX compliant with company practices, policies and client agreements
- Travel to other centres to conduct training and assist with acquisition integration.
Campaign Manager/Call Centre Supervisor
AMERICAN EXPRESS
Markham, ON
08.2003 - 02.2006
- Managed team of twenty-five associates to handle inbound and outbound calls while exceeding quality and sales targets
- Worked as a Campaign Manager responsible for coordinating new campaigns for outbound department
- Assisted with start-up of outbound department, now a successful 65-seat centre
- Conducted telephone and formal interviews for inbound/outbound campaigns
- Implemented inbound/outbound flex environment to increase productivity
- Drove quality and productivity performance by regular monitoring, staff coaching and training
- Campaign Manager and Leader of inbound Save-A-Card customer retention program and reduced attrition by 5% after first month and 10% after six months
- Piloted Early Engagement campaign that resulted in 30% increase in customer spend
- Responsible for managing department schedule adherence, updating exceptions and shift changes to TCS version 6.2 software
- Ensured service levels met corporate goal
- Managed campaigns on Melita dialer
- Created and assigned ID's
- Created daily dialing strategies and changed dialing parameters to ensure effective contact times
- Collaborated with internal clients, Technologies and Operations on all campaigns and provided regular updates after launch.
Call Centre Operations Coordinator/Project Manager
GEORGESON SHAREHOLDER COMMUNICATIONS
01.2003 - 08.2003
- Responsible for support of sixty call centre agents and three supervisors
- Facilitated the flow of communication from Senior Management to the Operations staff
- Managed projects for company wide initiatives and campaigns for external clients
- Organized training allocated responsibilities and provided guidance to staff
- Created daily, weekly and monthly status reports for clients and senior management
- Managed and developed team of Customer Service Supervisors
- Liaised between Clients, Account Managers, and Floor Operations to ensure high-level customer service, quality, and results
- Created campaign training guides for Associates and facilitated all new campaign initiatives.
Dialer Operator/Business Analyst
04.2002 - 01.2003
- Created and managed dialer files from information provided by the Proxy 01 application
- Researched Proxy statements on-line and created detailed job-aides in order to assist representatives understand and explain special/annual meeting to shareholders
- Provide on site support to users in the Toronto Call Centre
- Reviewing and processing reports
- Provide dial creations based on campaign requirements
- Work extensively with Centre Vu, Compose It, Davox and FrontPage
- Created and trained an introduction to Davox manual for all Supervisors and Managers
- Analyze campaign needs and assist with daily dialing strategies.
Education
Accounting & FInance - Accounting
Seneca College
01.1994
Skills
- Deltek System
- Oracle ERP
- Financials
- Journal Entries
- Auditing
- General Ledger Accounting
- Project Reporting
- Budget Control
- Effective Verbal and written communication
- Written Communication
- Relationship Building
- Teamwork and Collaboration
Additional Information
- Willing to relocate to: Greater Toronto Area, ON
- Proficient in Microsoft Office
References
References available upon request.
Timeline
Project Controls Analyst
R.V. Anderson
08.2023 - Current
Project Accountant
WSP Canada Inc
12.2008 - 07.2023
Project Coordinator, Financial Services
STANTEC CONSULTING INC
02.2006 - 12.2008
Campaign Manager/Call Centre Supervisor
AMERICAN EXPRESS
08.2003 - 02.2006
Call Centre Operations Coordinator/Project Manager
GEORGESON SHAREHOLDER COMMUNICATIONS
01.2003 - 08.2003
Dialer Operator/Business Analyst
04.2002 - 01.2003
Accounting & FInance - Accounting
Seneca College
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