Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Julia Waddy

Halifax,NS

Summary

Aspiring CPA with diverse experience in banking, digital marketing, and bookkeeping. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Bookkeeping Technician

ARC CPA
06.2022 - 11.2022
  • Identified accounting errors when cross-referencing documents and database information.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
  • Maintained and processed invoices, deposits, and money logs using Quickbooks Online.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Completed monthly bookkeeping tasks for ten clients at a time.

Data Analyst - Accounts Payable (Coop 3)

RBC
01.2022 - 04.2022
  • Matched purchase orders with invoices and recorded necessary information using Microsoft Excel, Sharepoint, and Adobe Peoplesoft
  • Managed and responded to correspondence and inquiries from customers and vendors using Sharepoint.

Business Development Coordinator (Coop 2)

GetintheLoop
05.2021 - 10.2021
  • Generated new business with marketing initiatives and strategic plans.
  • Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
  • Developed business pipeline using cold and warm techniques.

Business Development Associate (Coop 1)

GetintheLoop
01.2021 - 04.2021
  • Engaged with customers to build business relationships.
  • Enhanced sales techniques and marketing plans to strengthen business development efforts.
  • Communicated with local organizations to build networks and develop leads.
  • Signed on 12 new business clients

Student Marker (Commercial Law)

Saint Mary’s University
09.2020 - 12.2021
  • Used sound judgment to mark essay questions relating to Canadian contract law, torts, sale of goods act, and risk management issues

Lifeguard & Head Lifeguard

Dalplex
10.2018 - 01.2021
  • Lead quarterly training of 60 people alongside leadership teams
  • Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support.
  • Provided friendly customer service to guests and addressed concerns.
  • Educated patrons on safety protocols and enforced safety rules.

Education

Bachelor of Commerce - Accounting

Saint Mary’s University
Halifax, NS

Skills

  • Quickbooks
  • Account Reconciliation
  • Financial Reporting
  • Bookkeeping
  • Generally Accepted Accounting Principles
  • Regulatory Compliance
  • Tax Law Understanding
  • MS Office Suite
  • PeopleSoft
  • Financial Statement Preparation
  • IFRS Familiarity
  • Cloud Accounting

Languages

English
Native or Bilingual
French
Native or Bilingual

Certification

  • Certified Quickbooks Online Proadvisor, 2022
  • Dext Pioneer, 2022

Timeline

Bookkeeping Technician

ARC CPA
06.2022 - 11.2022

Data Analyst - Accounts Payable (Coop 3)

RBC
01.2022 - 04.2022

Business Development Coordinator (Coop 2)

GetintheLoop
05.2021 - 10.2021

Business Development Associate (Coop 1)

GetintheLoop
01.2021 - 04.2021

Student Marker (Commercial Law)

Saint Mary’s University
09.2020 - 12.2021

Lifeguard & Head Lifeguard

Dalplex
10.2018 - 01.2021

Bachelor of Commerce - Accounting

Saint Mary’s University

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Julia Waddy