KATE MOORE
Barrie,Ontario
Summary
Detail-oriented and versatile administrative and operations professional with over 22 years of experience in business administration, logistics, finance, and customer relationship management. Proven track record in streamlining processes, reducing costs, and enhancing operational efficiency. Adept in accounting systems, inventory control, shipping compliance, and cross-functional collaboration. Known for integrity, adaptability, and a people-centered approach to team and client interactions.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Account Manager
BalancePlus Curling Equipment
Barrie, ON
03.2024 - 05.2025
- Served as the primary point of contact for all customer inquiries, providing prompt and professional responses.
- Maintained organized physical and digital filing systems for account agreements and invoices, ensuring easy access and compliance with documentation standards.
- Processed and deposited various payment types—cheques, e-transfers, EFTs, wire transfers, and credit cards—and performed regular follow-ups on overdue accounts to ensure timely collections.
- Coordinated with warehouse staff and freight forwarders to ensure timely and accurate fulfillment of bulk shipments. Delivered all required documentation to the warehouse daily by 3:20pm for efficient dispatch.
- Coordinated monthly staff lunches to support team engagement and morale
Wholesale Account Manager
BalancePlus Curling Equipment
Barrie, ON
09.2006 - 03.2024
- Served as the primary point of contact for all wholesale account communication.
- Developed and maintained standardized email responses to improve efficiency, consistency, and response time in customer communication.
- Effectively utilized Outlook calendar to manage tasks, track deadlines, and schedule customer meetings, ensuring timely completion of responsibilities and effective client engagement.
- Onboarded and trained new accounts and managed a portfolio of 150+ active clients, maintaining accurate and up-to-date records across physical and digital systems.
- Created standardized account agreement and internal review forms in Microsoft Word to streamline onboarding and account management processes. Led to time reduction of approximately 50%.
- Reviewed annual account activity using Excel to determine pricing, status, and settings for the upcoming season. Adjusted customer price levels and credit limits based on payment behavior and account history.
- Entered finance charges, reconciled credits, and wrote off bad debts in accordance with company policy.
- Prepared and processed bank deposits, daily batch totals, and point-of-sale (POS) transactions with accuracy.
- Created and managed commercial documentation in Excel, including commercial invoices, certificates of origin, declarations, and CUSMA forms, ensuring accuracy and compliance with international trade regulations.
- Handled shipping exceptions and coordinated claims with couriers to resolve delivery issues efficiently and maintain customer satisfaction.
- Contributed to product and pricing strategy sessions by providing market insights and supporting data analysis.
- Audited product guides and brochures for accuracy, ensuring consistency across marketing and sales materials.
- Conducted competitor analysis in Excel to evaluate pricing, product offerings, and market positioning.
Office Manager
BalancePlus Curling Equipment
Barrie, ON
09.2002 - 09.2006
- Acted as the primary point of contact for all incoming communication - phone, emails, and mail; handled inquiries directly or redirected them to appropriate departments to ensure efficient communication.
- Managed full-cycle accounts payable, receivable, and payroll processing, ensuring accuracy, timeliness, and compliance with company policies and accounting standards.
- Assisted with inventory forecasting and maintained data integrity in Excel to support purchasing and operational planning
- Managed procurement of office and shop supplies, including reviewing needs and placing orders; created memorized purchase orders for recurring items to streamline reordering.
- Maintained office equipment and organized physical and digital filing systems for supplier records and customer account documentation.
- Developed operational documents such as store hour notices and fax templates to improve communication and workflow efficiency
- Entered bills and processed supplier payments via cheque or card based on payment terms. Reconciled credit card and bank accounts monthly, had access to bank accounts and was trusted with confidential company details as well as a key to building with access code.
Education
Business Administration - Accounting Program
Georgian College
Barrie, ON05-2002
OAC Diploma -
Georgetown District High School
Georgetown, ON06-2000
Skills
- Punctual and dependable
- Written and oral communication
- Organizational skills
- Problem solving skills
- Interpersonal skills
- Adaptability
- Discretion and confidentiality
- Multi-tasking abilities
- Customer service orientation
- Attention to detail
- Teamwork and collaboration
- Office software proficiency (MS Office, QuickBooks, WooCommerce, Bambora POS)
- Data entry and database management
- Calendar and schedule management
- Document preparation
- Record keeping and filing
- Travel and event coordination
- Basic accounting and budgeting
- Office equipment operation
- Compliance awareness
Certification
- St. Johns Ambulance - Standard First Aid - CPR C - AED Blended training – valid until June 2027
- WHMIS Training Certificate - Last updated Feb 13, 2025
References
Available upon request
Languages
French
Professional
Timeline
Account Manager
BalancePlus Curling Equipment
03.2024 - 05.2025
Wholesale Account Manager
BalancePlus Curling Equipment
09.2006 - 03.2024
Office Manager
BalancePlus Curling Equipment
09.2002 - 09.2006
Business Administration - Accounting Program
Georgian College
OAC Diploma -
Georgetown District High School
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