Summary
Overview
Work History
Education
Skills
Timeline
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Joanna Brown

Kamloops,BC

Summary

Focused Accounting professional with 4 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with QBO, Xero and various other software. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.

Overview

9
9
years of professional experience

Work History

Accounting Technician

CML Properties
01.2024 - Current
  • Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues promptly.
  • Reducing errors in financial reporting through meticulous attention to detail and thorough review of financial statements.
  • Create annual operating cost reconciliations for clients.
  • Organized general ledger with accuracy and within time constraints.
  • Supported departmental budget creation, analyzing past expenditures to forecast future needs accurately.
  • Facilitated smoother financial month-end close, rigorously adhering to deadlines and checklists.
  • Reduced overdue accounts receivables, implementing proactive follow-up process with clients.
  • Input financial data and produced reports using YardiOne.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.

Accounting Technician

KPMG
02.2022 - 01.2024
  • Completed bi-weekly payroll for company employees while diligently record-keeping and completing proper deductions calculations.
  • Review the GST Collected and GST Paid reports and file GST and PST in a timely manner
  • Complete payroll remittances
  • Perform monthly bookkeeping tasks, bank reconciliation, receivable and payables, etc
  • Prepare tax slips such as T4s, T5s and other relevant slips, if required;
  • Develop and maintain relationships with clients
  • Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues promptly.
  • Reduced errors in financial reporting through meticulous attention to detail and thorough review of financial statements.
  • Strengthened decision-making processes by providing key stakeholders with accurate financial reports on a timely basis.
  • Ensured compliance with financial regulations by staying current on industry best practices and keeping abreast of changes in relevant laws.

Office Coordinator

Kamloops United Church
05.2020 - 02.2022
  • Day-to-day bookkeeping – preparing financial statements for the treasurer, completing bank reconciliations, invoicing customers, preparing payroll, banking for the church and ministries (PIT Stop and Thrift Store) and preparing cheques.
  • Day-to-day office duties, answering phone, preparing and managing online media, weekly newsletter, assisting members, supplies and visitors that come to the church.
  • Day-to-day supervisor for young adult workers.
  • Streamlined office operations by implementing efficient filing systems and organizational tools.
  • Improved client satisfaction by promptly responding to inquiries and resolving issues in a professional manner.

Receptionist

Fraserway RV (Country RV),
03.2018 - 11.2019
  • Answering customer questions, about products, services, or general information
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients
  • Managing general office tasks such as photocopying and faxing
  • Completing data entry for warranties
  • Handled sensitive information with discretion while maintaining strict confidentiality standards.

Front Desk Receptionist

Students’ Union Of UBC Okanagan
01.2016 - 04.2019
  • Enhanced customer satisfaction by providing efficient and professional front desk services.
  • Answered student questions, from where to find something to health and dental plans
  • Answered phone and emails
  • Helped clubs with booking rooms and with the use of the Moneris machine
  • Developed strong working relationships with team members, fostering a positive work environment.

Education

Bachelor of Management - Accounting And Finance

University of British Columbia Okanagan
Kelowna, BC
06.2020

Skills

  • Able to use Windows OS, Chrome OS and Mac OS
  • Experience with Xero, QBO, Sage, QuickBooks desktop, Dext, Hubdoc, Payworks
  • Competent using social media platforms, Zoom, Slack and Microsoft Teams
  • Xero and QBO certified
  • Proficient in bank reconciliations
  • Able to maintain files to a high degree of accuracy
  • Able to manage payroll administration
  • Capable of completing tax preparations
  • Complete monthly and quarterly financial statement analysis
  • Familiar with Nonprofit accounting

Timeline

Accounting Technician

CML Properties
01.2024 - Current

Accounting Technician

KPMG
02.2022 - 01.2024

Office Coordinator

Kamloops United Church
05.2020 - 02.2022

Receptionist

Fraserway RV (Country RV),
03.2018 - 11.2019

Front Desk Receptionist

Students’ Union Of UBC Okanagan
01.2016 - 04.2019

Bachelor of Management - Accounting And Finance

University of British Columbia Okanagan

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Joanna Brown