Janice Sirvel
Brampton,ON
Summary
Resourceful Financial Analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.
Overview
11
11
years of professional experience
Work History
Accounts Payable Specialist
Leon’s Furniture Ltd
09.2021 - Current
- Prepared and posted to general ledger freight payable invoices
- Posted, verified, and reconciled invoices
- Generated payments to vendors by following established procedures for processing disbursements through cheques or bank wire transfers
- Maintained necessary filing and retained all accounting records
- Maintained vendor account reconciliations to ensure timeliness & accuracy with records
- Assisted with customs clearance and filling of B2 & B3 custom forms
- Audited customs B3 forms filled and claimed refund of $150k(approx.) from CBSA for SIMA and customs duty
- Additional duties such as: special projects, and assistance with audit requirements
- Performed ad hoc reporting when requested by management.
- Reduced financial discrepancies by accurately managing accounting documentation.
Client Advisor
Royal Bank of Canada
01.2021 - 09.2021
- Served clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations and communicating with clients throughout the branch
- Identified needs and provided tailored financial advice and solutions to clients, when possible, at the point of first contact
- Understood & resolved client concerns, where possible, at first point of contact
- Educated & assisted clients with using RBC digital capabilities
- Trained new employees regarding bank policies and procedures.
Mortgage Accounting Assistant
Bassein Catholic Co-op Bank Ltd
06.2018 - 07.2020
- Maintained the highest level of customer service in all actions and interactions
- Adhered to mortgage loan standards and laws
- Analyzed the financial viability of clients who seek to acquire loans for homes and businesses and determine if they qualify for Bank’s available lending programs
- Conducted preliminary interviews with loan applicants
- Gave recommendations to clients on the type of lending program they should avail including term and payment schedule
- Reviewed all loan documents and agreements to make sure they were all complete, valid and in accordance with the bank’s guidelines
- Closed over 150 units for over $10 million in loan production
- Identified opportunity to improve customer service by implementing an initiative to transform mortgage loan system to decrease transaction time and increase transaction efficiency by 50%
- Maintained and stored large amounts of extremely sensitive financial data and information
- Assisted other bank employees with tasks as needed.
Teller/ Customer Service Representative
Bassein Catholic Co-op Bank Ltd
06.2016 - 06.2018
- Completed financial transactions deposits, withdrawals, bill payments, and other account transactions for customers accurately and efficiently
- Encouraged digital enablement to leverage banking technology and simplify client experience in a fast-paced, target driven environment
- Performed clerical and administrative duties
- Ensured necessary due diligence was taken to support the accuracy of all customer transactions
- Identified and referred customers to team members and internal Bank partners as appropriate
- Proactively took ownership of resolving and preventing client banking problems
- Adhered to compliance standards, processes, and controls to protect client and shareholder interests and ensure transparency in all transactions.
Accounting Executive
Xavier Rajan & Co
06.2013 - 06.2016
- Provided bookkeeping, accounting and tax services to small and medium business, non-profit organizations, and individuals
- Performed bank reconciliations and reconciliations of accounts
- Prepared trial balance of books and posted journal entries
- Prepared Balance Sheet, Profit & Loss statements, and other reports of clients
- Maintained general ledgers and financial reports of clients
- Assisted with preparing and streamlining balance sheet support schedules
- Assisted with preparation of monthly financial reports and responding to inquiries and requests
- Completed and submitted tax remittance forms, and other government documents
- Handled monthly, quarterly, and annual closings
- Presented audit findings to auditee and executives
- Inspected accounts books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
Education
Master of Commerce (Accounting) -
University of Mumbai
04.2014
Bachelor of Commerce (Accounting) -
University of Mumbai
04.2012
Accounting Certificate -
Toronto Metropolitan University
Chartered Professional Accountants of Canada
Toronto, ONSkills
- Report Preparation
- Account Reconciliation
- Financial Research
- Process Improvement
- Project Management
- Auditing
- Strong Organization
- MS Office Suite
- Research and Data Analysis
- Invoicing and Billing
- Budget Forecasting
Job Skills And Qualification
2 years of accounts payable experience and customs management experience 4 years of experience in banking sector specializing in providing personal and retail loans and mortgages 4 years of experience in providing full cycle accounting services and auditing services 8 years of experience in customer service Organizational, time management, and multi-tasking skills with ability to work in fast paced environment. Detail oriented with the ability to adapt to changes, and quick learner. Ability to work both independently and as a team player. Coaching and Training new associates Excellent written and verbal communication skills Proficient in Winman, ERP, Oracle software. Proficient in MS Office (Outlook, Word, Excel) Enrolled as CPA student.
Volunteer Experience
Administrative Assistant, Knights Table, 11/2020 to 02/2021, Data entry of customer in the system, Verifying details of customer for accuracy
References
Reference available upon request
Timeline
Accounts Payable Specialist
Leon’s Furniture Ltd
09.2021 - Current
Client Advisor
Royal Bank of Canada
01.2021 - 09.2021
Mortgage Accounting Assistant
Bassein Catholic Co-op Bank Ltd
06.2018 - 07.2020
Teller/ Customer Service Representative
Bassein Catholic Co-op Bank Ltd
06.2016 - 06.2018
Accounting Executive
Xavier Rajan & Co
06.2013 - 06.2016
Master of Commerce (Accounting) -
University of Mumbai
Bachelor of Commerce (Accounting) -
University of Mumbai
Accounting Certificate -
Toronto Metropolitan University
Chartered Professional Accountants of Canada
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