Joanna Brown
Dunesberry Farms Ltd.
Kamloops,BC
2
Languages
13
years of professional experience
Dynamic professional with extensive experience in coordinating administrative and financial tasks while maintaining organized office environments. Proven ability to leverage strong organizational skills to enhance operational efficiency and support team objectives. Demonstrated success in effective communication and multitasking, adept at addressing diverse administrative needs with precision and reliability. Committed to fostering a collaborative atmosphere that drives productivity and contributes to overall organizational success.
Work History
Office Manager/ Bookkeeper
9 Months- Coordinated daily office operations, ensuring seamless workflow and communication among departments.
- Managed scheduling and logistics for meetings, optimizing time management and resource allocation.
- Oversaw office supply inventory, negotiating with vendors to reduce costs while maintaining quality standards.
- Implemented efficient filing systems, enhancing document retrieval and organization across the office.
- Completed monthly Government reports
- Completes monthly bookkeeping tasks as required
Senior Accountant
10 Months- Coordinated administrative tasks, including scheduling meetings, note-taking, and managing client inquiries, to support efficient operations
- Onboarded 200 clients during tax season, enhancing client engagement and service capacity
- Used accounting software to issue tax returns and prepare consolidated reports
- Onboarded around 200 clients during tax season
- Utilized accounting software to issue tax returns and prepare consolidated reports, ensuring accuracy and compliance
- Led financial reporting processes, ensuring compliance with GAAP standards and accuracy of financial statements.
- Mentored junior accountants, enhancing team skills in tax preparation and auditing practices.
Accounting Technician
1 Year 11 Months- Managed a client list of 18 monthly and quarterly clients, ensuring timely service delivery
- Cultivated and sustained strong client relationships, enhancing client satisfaction and loyalty
- Ensured compliance with financial regulations by staying current on industry best practices, and keeping abreast of changes in relevant laws
- Strengthened decision-making processes by providing key stakeholders with accurate financial reports in a timely manner
- Had a client list of approximately 18 Monthly and quarterly clients
- Developed and maintained relationships with clients
- Experience working with multiple levels of management
- Monitored compliance with financial regulations through ongoing education on industry best practices and legal changes
Office Coordinator
1 Year 9 Months- Managed day-to-day office operations, including phone communications, online media preparation, weekly newsletter creation, and assistance for church members and visitors
- Supervised Canada Summer Jobs students, providing guidance and support during their employment
- Handled day-to-day office duties including, answering the phone, preparing and managing online media, creating the weekly newsletter, and assisting members and visitors that came to the church
- Enhanced client satisfaction by promptly addressing inquiries and effectively resolving issues
- Prepared financial statements for the treasurer
- Acted as a supervisor for the Canada Summer Jobs students
Receptionist
1 Year 8 Months- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients
- Coordinated office tasks including photocopying and faxing to support daily operations
- Responded to customer inquiries regarding products, services, and general information to enhance customer experience
- Performed data entry for warranties to maintain accurate records and support customer service
- Managed sensitive information with care to ensure confidentiality with discretion while maintaining strict confidentiality standards.
Front Desk Receptionist
3 Years 3 Months- Built collaborative relationships with team members across various levels to support a positive work environment.
- Increased customer satisfaction through efficient and professional front desk service.
- Assisted in coordinating facility bookings by maintaining schedules and ensuring availability.
Receptionist Assistant
2 Months- Managed multi-line telephone system and greeted clients, ensuring efficient communication and a positive first impression.
- Provided exceptional customer service by addressing client concerns professionally and courteously, contributing to a welcoming atmosphere.
- Welcomed visitors with a friendly smile and professional demeanor. incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Handled sensitive information discreetly while performing administrative duties, safeguarding client confidentiality and supporting office operations.
- Maintained order and cleanliness of reception area, contributing to a welcoming environment for clients and visitors.
Receptionist Assistant
3 Months- Maintained clean, professional reception area to create inviting atmosphere for clients and visitors.
- Assisted administrative staff with daily tasks to enhance organization and workflow.
- Coordinated multiple tasks across different projects to ensure timely completion. and met time-sensitive deadlines.
- Maintained confidentiality of information regarding clients and company.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Contacted pharmacies to verify and discuss patients' prescriptions for accuracy. regarding patients' prescriptions
Education
Bachelor of Management - Accounting And Finance
- Professional Development Studies: TCPS 2 Certificate
- Completed Case Competitions:
- Okanagan Case Competition (March 4th 2017) UBC Okanagan, Kelowna, BC
- Okanagan Case Competition (November 2015) UBC Okanagan, Kelowna, BC
Skills
Accounting principles
Financial analysis
Customer service
Office administration
Data entry
Billing
Account reconciliation
Payroll management
Administrative management
Office management
Reporting analysis
Confidentiality awareness
Organizational skills
Team leadership
Onboarding programs
Reporting analysis
Accounting principles
Languages
English
Native or Bilingual
French
Limited Working
Timeline
Office Manager/ Bookkeeper
Dunesberry Farms Ltd.
10.2025 - CurrentRead More
Senior Accountant
Andrea Brace, CPA
12.2024 - 10.2025Read More
Accounting Technician
KPMG
02.2022 - 01.2024Read More
Office Coordinator
Kamloops United Church
05.2020 - 02.2022Read More
Receptionist
Fraserway RV (Country RV),
03.2018 - 11.2019Read More
Front Desk Receptionist
Students' Union Of UBC Okanagan
01.2016 - 04.2019Read More
Receptionist Assistant
Mount Seymour Optometry Clinic
01.2014 - 03.2014Read More
Receptionist Assistant
Dr. Chalmers Office
12.2013 - 03.2014Read More
University of British Columbia Okanagan
Bachelor of Management from Accounting And Finance
Read More