Iman Al-Khatib
London,Canada
Summary
Highly motivated and detail-oriented professional with a strong foundation in finance and a passion for assisting individuals and organizations in managing their financial resources effectively. Possessing a solid understanding of financial principles, Eager to contribute to the success of a dynamic finance team by providing comprehensive support in areas such as budgeting, forecasting, expense management, and financial analysis.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Tax Professional
H&R Block
01.2023 - Current
- Conducts interviews for the purpose of preparing complete, accurate tax returns utilizing Block’s customer service and programs
- Provides tax information and offered appropriate tax-saving suggestions
- Ensures excellent customer service techniques to maximize the number of new and returning clients, not limited to but including contacting prior clients through the company Client Connect as directed
- Creates customer files and collected relevant receipts and tax documents to support CRA audits
- Processes financial transactions and collected payments according to H&R policies and guidelines
- Completes the required documentation for Tax-Efile and instant Refund service
- Helps with front desk administrative work as needed
- Answers questions and handled inquiries from clients and other Block Associates, in person or on the phone
- Conducts any necessary research that may be required to provide complete and accurate responses to clients
- Assists other associates in the office in a team environment as required for the purpose of enhancing the client experience
- Demonstrates competency in the area of income tax knowledge and utilized Block’s continuing professional education programs to attain, maintain, and strengthen tax expertise
School Council Member & Co-Treasurer
Wilfrid Jury Public School
01.2015 - 09.2018
- Assisted in developing a budget for the school council's activities and projects
- Collaborated with other council members to plan and execute fundraising events and initiatives
- This involved organizing bake sales, bookfair, or other activities to raise funds for the council's projects and programs
- Prepared journal entries and recorded financial transactions to keep track of school council funds
- Prepared and presented an accurate and up-to-date financial spreadsheet of the council’s funds at each meeting
- Accounted for cash received and handled the reimbursement process for council members who have incurred approved expenses on behalf of the council
- Reconciled cash records with the corresponding bank statement to ensure that the cash book matched with balance reported by the bank and resolved any discrepancies
- Ensured that proper documentation is provided, such as receipts or invoices, and that reimbursements are processed in a timely manner
- Ensured timely and regular deposits of funds received by the school council
- Maintained the cash box and completed cash counts and deposits
- Prepared annual financial statement spreadsheets for first council meeting of the next year
- Communicated and negotiated with vendors to obtain the best prices for fundraising purposes
Education
Accounting Essentials Certificate -
Fanshawe College
London, ON01.2020
Business Accounting Certificate -
Wheable Adult Education Centre
London, ON01.2016
High School Diploma -
Wheable Adult Education Centre
London, ON01.2015
Diploma - Early Child Education
Lebanese Technical Institute
01.2003
Skills
- Critical thinking
- Ability to work independently
- Ability to work in a multidisciplinary team
- Ability to manage multiple priorities in a busy environment
- Excellent interpersonal skills
- Proficient in Microsoft office, emails, and database entry
- Attentive to details
- Customer Service orientation
- Integrity and Ethics
Certification
- Personal Income Tax preparation course, 2023, H&R Block
- First Aid and CPR, 2021
Additionalinformation - References
References will be submitted as per request.
Languages
English
Full Professional
Arabic
Native or Bilingual
Timeline
Tax Professional
H&R Block
01.2023 - Current
School Council Member & Co-Treasurer
Wilfrid Jury Public School
01.2015 - 09.2018
Business Accounting Certificate -
Wheable Adult Education Centre
High School Diploma -
Wheable Adult Education Centre
Diploma - Early Child Education
Lebanese Technical Institute
Accounting Essentials Certificate -
Fanshawe College
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