Jill Ulrich
Port Franks,Ontario
Summary
Experienced administrator skilled in customer service and delivering positive experiences in person and over the phone. Demonstrated organization skills and ability to solve problems. Comfortable handling accounts payable and receivables while ensuring compliance and accuracy. Experienced and proficient in many types of software including but not limited to Microsoft Office products. Dedicated to continuous improvement and adept at navigating changing technology and business landscapes.
Overview
36
36
years of professional experience
Work History
Financial Controller
O’Tools Rent or Buy
05.2022 - Current
- Answer telephone inquiries professionally and efficiently.
- Collaborate with management to develop strategic financial initiatives.
- Train staff on financial software and accounting best practices.
- Oversee accounts payable and receivable functions, cash flow management, budgeting and forecasting.
- Constant multi-tasking and wearing many hats in a fast-paced work environment.
- Prepare monthly financial reports. Identify areas of cost savings or increased efficiency through process improvements.
- Manage general ledger, account analysis, bank reconciliations
- Administer payroll for employees and oversaw corporate payroll reconciliation and tax activities.
- Led cross-functional teams to implement new technology solutions and upgrades.
- Develop IT policies and procedures to enhance security and compliance.
- Coordinate vendor relationships to optimize service delivery and support.
- Provided technical support and training to staff on new systems and tools.
Medical Receptionist
West Lambton Community Health Centre
08.2019 - 04.2022
- Greeted and checked in patients, updating patient information in computer system.
- Used active listening, compassion, and discretion to address concerns
- Scheduled appointments efficiently using electronic health record systems.
- Answered incoming calls, responding to inquiries from patients and other medical offices.
- Handled challenging situations with tact and professionalism
- Called doctors and patients to confirm scheduled appointments and obtain additional details.
- Multi-tasking, using technological and interpersonal skills to determine needs of the patient.
- Gained proficiency in PS Suite software.
- Provide administrative support for physicians, nurse practitioners and registered nurses.
Administrator
MPW Professional Accountants
01.2018 - 08.2019
- Greeted clients warmly and answered telephone inquiries professionally and efficiently.
- Process incoming and outgoing mail.
- I walked clients through their tax returns with sensitivity and descretion
- Filing and data management for firm.
- Member of the joint health and safety committee, minute and agenda preparer.
- Organized office supplies and ensured equipment functionality for daily operations.
- Supported and assisted team members with administrative tasks.
- Conducted data entry to maintain up-to-date client databases effectively.
- Contact CRA with information and document requests, and other inquiries.
- Creation and use of Excel spreadsheets.
- Managed accounts receivable; invoicing clients and following up on old accounts.
- Support and assist partners and staff accountants with audits etc.
- Assisted in the production of financial statements, tax returns and other financial reports.
- Learn and use Caseware software and other taxation software.
- File personal and corporate tax returns and other financial information with CRA.
- Type correspondence and other various documents.
Finance Manager
Pollutech EnviroQuatics Limited
11.2006 - 12.2017
- Directed and led the accounting department
- Led a team from research to implementation and beyond of new project-based software.
- Prepared year-end documents and liaisoned with accounting firm. (My involvement directly led to a 75+% reduction in charges from said firm).
- Meticulous balanced accounts, sub-ledgers and bank accounts.
- Trained junior finance staff on best practices for data analysis and reporting tools.
- Responsible for IT troubleshooting and training. Liaison with outside IT support company.
- Consistent professional and effective problem solving.
- Responsible for all government remittances including HST, EHT, Payroll taxes, WSIB etc.
- Many other administrative and IT duties omitted here for brevity.
Controller/Office Manager
Kernohan Chrysler
04.1990 - 11.2006
- Maintained full-cycle accounting from incoming mail to completion of financial statements
- Responsible for IT troubleshooting and training. Liaison with outside IT support company.
- Streamlined financial reporting processes, enhancing accuracy and efficiency.
- Managed cash flow forecasting, ensuring liquidity for operational needs.
- Managed AR and AP
- Cared for all payroll responsibilities
- Balanced cash inflow daily, perform banking duties.
- Responsible for all government remittances
- Composed and typed business letters for all communication for dealership.
Education
Certificate - Fundamentals of Income Tax
H&R Block Tax Academy
Medical Terminology
Lambton College
Sarnia, Ontario05.2020
Excel Core
Lambton College
Sarnia, Ontario10.2012
Business Law, Statistics
Certified General Accountants Program
07.2003
Business Accounting
Fanshawe College
London, Ontario01.1987
Skills
- Skilled in handling payments and reconciling transactions
- Experienced in both the implementation and use of point of sale and financial software
- Effective in solo and group settings
- Problem solving
- Highly developed interpersonal and communication skills with experience in dealing with the public on sensitive issues
- Strong organizational and time management skills
- Strong technical problem-solving abilities
- Experienced at implementing new financial software and training others to use it effectively
- Proficient in Financial software, Microsoft Office suite, particularly Word, Excel and Outlook
- Strong attention to detail
Timeline
Financial Controller
O’Tools Rent or Buy
05.2022 - Current
Medical Receptionist
West Lambton Community Health Centre
08.2019 - 04.2022
Administrator
MPW Professional Accountants
01.2018 - 08.2019
Finance Manager
Pollutech EnviroQuatics Limited
11.2006 - 12.2017
Controller/Office Manager
Kernohan Chrysler
04.1990 - 11.2006
Medical Terminology
Lambton College
Excel Core
Lambton College
Business Law, Statistics
Certified General Accountants Program
Business Accounting
Fanshawe College
Certificate - Fundamentals of Income Tax
H&R Block Tax Academy