Kathie Simms
Morinville
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Payroll & Talent Manager
AZ Accounting Firm
11.2023 - Current
- Company Overview: Fully remote
- Currently managing payroll for 70+ Companies remotely
- Managing HR for our firm and client support for payroll/taxes/questions/new client onboarding, maintaining bookkeeping clients
- Working on platforms: QBO/Plooto/ADP/Ceridian/Wagepoint/Docuclipper/Dext/Waybook/Zendesk/Keeper
- Continued support for clients
- Onboarding of employees, ensure tax regulations are met
- Manage any payroll audits by CRA
- Manage payroll set up/changes/new implementation
- Enter run payroll using Wagepoint, Ceridian and ADP on various schedules
- Upload reports to clients drive or Tax dome
- Run T4's and year end reports
- File EHT and WSIB reports
- Answer clients questions
- ROE's and answering all CRA questions
- Enter transactions or import data into QBO, converting from PDF statements to import into QBO
- Retrieving expenses from Dext and entering in QBO
- Month end and year end reconciliations and bookkeeping in QBO
- Run tax forms (T4/T4A/T2 returns) in Profile and send to client to sign then CRA submission
Seasonal Tax Expert
Inuit
02.2024 - 04.2024
- Company Overview: Remote
- Seasonal part time
- Answering client calls and assisting with tax questions
- Help completing T1 returns
- Assisted clients in understanding tax obligations and potential deductions to optimize their filing process.
- Reviewed client financial documents to ensure accuracy and compliance with tax regulations.
Controller
Lonesome Pine Cattle Co
11.2022 - 11.2023
- Accounts payable
- Accounts receivable
- Month end reconciles
- Inventory tracking and reconciliation of livestock and grain/Hay
- Year end audit prep
- Deferred sales, Prepaid and accrued transactions
- Month end financials and reporting
Finance Manager
Fully remote
12.2021 - 12.2022
- I worked 100% remotely on various platforms: SaaSOptics, Bill.com, Procurify and Quickbooks online
- Our books are US currency
- Reconciliation of all platforms to QBO
- All month end general ledger reconciliations and analysis
- All Canadian and US bank reconciliations
- Month end cash basis and accrual basis financial statements
- Payroll, prepaid & accrual journal entries
- Payroll audit-US & Canada biweekly
- A/R aging and management
- Asset management
- Exchange gain/loss calculations and entries
- AR invoicing
Skills
- Taxdome
- ADP
- Ceridian
- Wagepoint
- CaseWare
- Full cycle Accounting
- Dext
- CRM
- IFRS
- Microsoft Office
- Microsoft Power Point
- Microsoft Excel
- Protax
- QuickBooks
- SAGE
- Xero
- ZenDesk
- Hubdoc
- Keeper
- Onboarding processes
- Interviewing
- Employee relations
- Talent acquisition
- Recruitment strategies
- Organizational development
- Benefits administration
- Interview techniques
- Employee engagement
- Teamwork and collaboration
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
Accomplishments
- Payroll Efficiency Increase - Managed payroll for 70+ companies, increasing efficiency by 30% through automation.
- Audit Success - Led successful CRA payroll audit with zero discrepancies for 5 consecutive years.
- Employee Onboarding Efficiency - Trained and onboarded over 100 employees, reducing onboarding time by 40%.
LANGUAGES
English - Advanced
Certification
- Xero Advisor Certification
- Quickbooks Online Pro Advisor
- Sage Certified
- Paralegal Licence - Law Society of Ontario
- Certified Mortgage Broker - RECA
Timeline
Seasonal Tax Expert
Inuit
02.2024 - 04.2024
Payroll & Talent Manager
AZ Accounting Firm
11.2023 - Current
Controller
Lonesome Pine Cattle Co
11.2022 - 11.2023
Finance Manager
Fully remote
12.2021 - 12.2022
Hobbies and Interests
Life long student. Hobbies are gardening and photography.