Karen Smith
Warman,SK
Summary
Knowledgeable Dental Finance Administrator adept at managing accounts payable and receivable, as well as providing payroll, reporting and audit support. Highly detail-oriented and organized with excellent planning and communication skills. Strong multitasker and problem-solver excels in fast-paced business support positions.
Overview
43
43
years of professional experience
Work History
Financial Administrator
Wildwood Dental Clinic
08.2022 - Current
- Enhanced financial reporting accuracy by streamlining accounting processes and implementing automated systems.
- Optimized cost control measures, identifying areas for expense reduction without compromising quality or service levels.
- Maintained an organized filing system for all financial documents, ensuring easy access during audits or other reviews as needed.
- Fostered a supportive work environment by training and mentoring junior team members in financial administration best practices, leading to increased productivity levels.
- Developed monthly financial statements that provided valuable insights into company performance, leading to informed decision-making by management.
- Reduced budget variances by conducting thorough financial analysis and providing actionable recommendations to management.
- Ensured regulatory compliance by staying current on industry trends, legislation changes, and best practices in financial administration.
- Managed payroll processing accurately, adhering to strict deadlines while maintaining the highest level of confidentiality for all employee information.
- Achieved successful internal and external audits by maintaining accurate financial records and ensuring timely reporting.
- Evaluated vendor contracts to negotiate favorable terms, resulting in cost savings for the organization.
- Improved cash flow management with diligent monitoring of accounts receivable and payable transactions.
- Streamlined month-end closing procedures, improving timeliness and reliability of financial data presented to stakeholders.
- Reconciled accounts and investigated variances.
- Prepared and posted receipts and deposits to facilitate standard bookkeeping.
- Completed clerical and data entry tasks to optimize financial procedures.
- Updated daily transaction records to assist with payroll and billing administration.
- Identified and corrected miscalculations and financial discrepancies to support quality assurance.
- Managed expense tracking and personnel vouchers.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Utilized financial software to prepare consolidated financial statements.
Financial Assistant
CIBC
04.2014 - 05.2022
- Established key relationships with peers throughout company to improve workflows and reduce communication bottlenecks.
- Assisted managers with additional duties during employee absences.
- Greeted customers, answered account questions and resolved complaints.
- Implemented new response processes to improve speed of task completion.
- Placed orders for office products, including paper and toner and kept strict eye on inventory.
Investment Associate
Scotia Mcleod
05.2012 - 09.2014
- Conducted industry and market research and assisted in business development efforts.
- Contributed to investment presentations delivered to institutional and wealth management clients.
- Analyzed historical and projected financial statements to evaluate past investment performance, forecast outcomes of current investments and advise on future projects.
- Established and maintained quality strategic client relationships to deliver responsive client service and enhance new business opportunities.
- Participated in development and delivery of proposals to prospective new client relationships.
- Strengthened operational efficiencies and traceability, developing organization systems for municipal bond transactions and sales.
Financial Services Representative
Scotiabank
09.2013 - 04.2014
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
- Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
- Assisted with completion of documentation such as FAFSA paperwork, answered questions and delivered key information.
Medical Laboratory Technician
Gamma Dynacare
10.2008 - 08.2011
- Operated equipment to analyze bodily fluids for anomalies.
- Maintained clean and fully operational laboratory equipment.
- Cleaned and sterilized lab area, tools and equipment.
- Followed strict aseptic techniques to protect patients when collecting blood and tissue samples.
- Processed hematology and chemistry samples.
- Performed EKGs, chemistry analysis, urinalysis and hematology for multiple patients daily.
- Prepared, processed and analyzed lab samples.
- Followed laboratory guidelines for handling biological specimens.
- Demonstrated self-reliance by meeting and exceeding workflow needs.
Various Other Financial Positions
CIBC
04.1981 - 08.2008
- Completed inventory audits to identify losses and project demand.
- Organized schedules, workflows and shift coverage to meet expected business demands.
- Implemented training processes for newly hired employees and supervised department managers, shift leads and production personnel.
- Delegated daily tasks to team members to optimize group productivity.
- Enforced company policies and procedures to strengthen operational standards across departments.
- Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
- Directed and led employees, supervising activities to drive productivity and efficiency.
- Initiated inventory control measures to manage and replenish stock, maintain cost levels and meet customer demand.
- Led employee performance evaluations and rewarded top performers to retain quality personnel.
- Monitored cash drawers in multiple checkout stations to verify adequate cash supply.
- Implemented organization systems for financial reports, schedules and inventory control to improve efficiency and productivity.
- Addressed internal and customer-related issues each day and affected strategic resolutions.
- Remained calm and professional in stressful circumstances and when dealing with unhappy customers, effectively diffusing situations.
- Led team of 7 professionals with 7 direct reports.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Extended existing customer relationships through extensive communication and tried-and-true marketing strategies.
- Reviewed employee performance and delivered constructive feedback to improve performance.
- Coordinated work of 7 employees by offering clear direction and motivational leadership.
- Treated associates with fairness and respect, providing recognition of accomplishments.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Strengthened operational efficiencies and traceability, developing organizational filing systems for confidential client records and reports.
Education
Medical Laboratory Technician - Lab Tech
CDI College
06.2016
High School Diploma -
Sir Winston Churchill High School
06.1980
Skills
- Interpersonal and Verbal Communication
- Proficient in Word Excel & File Maintenance
- Reliable & Trustworthy
- Team Building
- Computer Skills
- Good Work Ethic
- Critical Thinking
- Service Oriented
- Adaptable to Changing Conditions
- Business Relationship Management
- Prioritizing and Planning
- Willing to Learn
- Service-Oriented
- Customer Service
- Financial Instruments
- Microsoft Office
- Word Processing
- Attention to Detail
- Bank Reconciliation
- Discrepancy investigations
- Financial Process Improvement
- Microsoft Excel expertise
- Accounts receivable management
- Cost Control
- Expense Tracking
- Financial Decision Making
- Financial Problem Solving
- Financial Communication
- Month-end closings
- Microsoft Excel proficiency
- Deposit processing
- Transaction monitoring
- Audit Assistance
- Invoice Preparation
- Regulatory Compliance
- Reporting proficiency
- Business Correspondence
- Proactive and Focused
- Risk Assessment
- Quality Assurance
- Accounting management
- Financial Reporting
- Risk Management
- Internal Controls and Reporting Systems
- Budget Planning
Languages
English
Full Professional
Timeline
Financial Administrator
Wildwood Dental Clinic
08.2022 - Current
Financial Assistant
CIBC
04.2014 - 05.2022
Financial Services Representative
Scotiabank
09.2013 - 04.2014
Investment Associate
Scotia Mcleod
05.2012 - 09.2014
Medical Laboratory Technician
Gamma Dynacare
10.2008 - 08.2011
Various Other Financial Positions
CIBC
04.1981 - 08.2008
Medical Laboratory Technician - Lab Tech
CDI College
High School Diploma -
Sir Winston Churchill High School
Similar Profiles
SEEMONA PERSAUDSEEMONA PERSAUD
Dental Hygienist at Waterdown smiles and North star Dental, Dentistry on living Arts, Dr Caplash Dental Center, Erindale village dental, beach kids dental, Broadway dental clinic, fort dental clinicDental Hygienist at Waterdown smiles and North star Dental, Dentistry on living Arts, Dr Caplash Dental Center, Erindale village dental, beach kids dental, Broadway dental clinic, fort dental clinic
Mary Estrella InocMary Estrella Inoc
Dentist at Tinkertooth Dental Clinic and INOC DENTAL CLINICDentist at Tinkertooth Dental Clinic and INOC DENTAL CLINIC
Shaun PRATHEEKSHA KOCHUMONShaun PRATHEEKSHA KOCHUMON
Receptionist and Administrative Assistant at Darwin Dental Clinic (DDC) and Palmerston Dental Clinic (PDC) DoHReceptionist and Administrative Assistant at Darwin Dental Clinic (DDC) and Palmerston Dental Clinic (PDC) DoH
Kaden OsmondKaden Osmond
Sound Technician at Warman High SchoolSound Technician at Warman High School
Rochelle SchulteRochelle Schulte
Part Time Keyholder at Pet ValuPart Time Keyholder at Pet Valu