Gosia Jamka
Vancouver,BC
Summary
- Strong analytical skills for assessing tax returns and identifying balance sheet affecting situations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Expert Accounting Associate/Accounting Associate
Bench Accounting
11.2020 - Current
- Successfully managed a diverse portfolio of 125+ US-based clients, delivering accurate and timely bookkeeping services and financial reports.
- Conducted monthly and annual reviews of bookkeeping to ensure quality and IRS compliance, resulting in error-free financial records.
- Analyzed clients' financial reporting and provided strategic consultation on their business' financial health and future strategies.
- Maintained open and effective communication with clients and CPAs through phone and email, addressing tax return and balance sheet affecting situations promptly.
- Proficiently handled payroll adjustments for various platforms, including Gusto, ADP, Intuit, Paychex, and manual merchant adjustments for Stripe, Square, Amazon, and Shopify.
- Provided guidance and strategy on obtaining Paycheck Protection Program and SBA Emergency Disaster Loans to support clients during the pandemic.
- Collaborated with the team lead to drive continuous improvement in existing processes.
- Mentored and coached new associates, facilitating skill development and client relationship-building.
- Presented insightful presentations to the team on workflow, processes, and knowledge-based topics to enhance team efficiency.
- Actively participated in product focus groups, feedback sessions, and beta tests, contributing to product improvement.
- Consistently exceeded performance metrics, including portfolio growth, client retention, client NPS, and bookkeeping quality score and completion.
- Demonstrated clear and accountable decision-making skills to enhance client satisfaction and align with company strategies and goals.
Funding Support Representative - Dealer Advantage
Scotiabank
08.2018 - 03.2019
- Efficiently identified, sorted, and indexed all incoming fax and email documentation for the Burnaby and Quebec offices.
- Successfully managed highly sensitive information, working independently to complete tasks with a strong commitment to confidentiality.
- Demonstrated exceptional multitasking abilities, proficiently utilizing multiple computer programs concurrently to ensure timely and accurate document processing.
- Recorded, inputted, and logged data and information into core contract management systems and other Business Line Systems, contributing to data accuracy and accessibility.
- Coordinated the exchange of documents between various departments, ensuring seamless workflow and communication.
- Took ownership of identifying and resolving all discrepancies in incoming documentation, maintaining data integrity and compliance.
Intern
Department Of Financial Analysis And Budgeting
09.2013 - 10.2013
- Assisted in preparing financial analyses of supervised institutions, contributing to the assessment of their financial health.
- Gained proficiency in using computer programs for budget resolution preparation.
Education
MBA - Economics
University of Lodz
Lodz09.2016
Bachelor of Arts - Economics
University of Lodz
Lodz09.2014
Skills
- Exceptional record of academic achievement accomplished through strong mathematical,
analytical and problem solving skills
Certification
- B1/B2 Spanish Fluency Certification
- BCRPA Certified Personal Trainer ( A to Z Become a Personal Trainer- Douglas College, July 2020)
- First Aid and CPR Certification
Timeline
Expert Accounting Associate/Accounting Associate
Bench Accounting
11.2020 - Current
Funding Support Representative - Dealer Advantage
Scotiabank
08.2018 - 03.2019
Intern
Department Of Financial Analysis And Budgeting
09.2013 - 10.2013
MBA - Economics
University of Lodz
Bachelor of Arts - Economics
University of Lodz
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