Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kimberly Tate

Calgary,Canada

Summary

Responsible professional with 10 years experience in Accounts Payable procedures, reconciliations and issue resolution. Excel in a fast-paced working environment. Possess excellent communication, time management. and organizational skills. Outgoing, reliable, and positive. Well-organized and analytical in approaching problems and resolving variances. Bring several years of related experience and superior work ethic focused on maximizing productivity and maintaining financial compliance.

Overview

33
33
years of professional experience

Work History

Accounts Payable Clerk

CEDA International
Calgary, Canada
01.2024 - 12.2024
  • Posted 50-60 invoices a day using Microsoft Dynamics AX 2012
  • JE Freight invoices, Credit/Debit invoices and invoices coded by Department Managers
  • Entered invoices onto Share Point that needed to be received, Price/QTY adjustment, needed a P.O
  • Or Freight amount missing when trying to post the invoice
  • Sent these to the Buyer who ordered the items from the vendor
  • Checked Share Point daily for invoices that were 'Ready to Process' and would post those invoices
  • Filed posted invoices

Accounts Payable Clerk

CEDA International
Calgary, Canada
07.2023 - 12.2023
  • Renamed Employee files that were scanned for Human Resources Department
  • Posted A/P invoices
  • Filed invoices that were posted

Scanning Clerk I

CEDA International
Calgary, Canada
05.2023 - 06.2023
  • Scanned Employee files so they could be digitized on Ceda’s system for the Human Resources Department

Accounts Payable Clerk

A 1 Chesney Service Experts
Calgary, Canada
03.2023 - 05.2023
  • Entered payable invoices into STARS
  • Made sure Invoices and packing slips matched
  • Adjusted amount received if there were any items that were Back Ordered
  • Processed a payable batch with 30 to 40 invoices for approval twice a week
  • Scanned and e-mailed approved invoices to Head Office for payment
  • Filed approved invoices after scanning and e-mailing
  • Closed off Debit machine at the end of the day when needed

Receiver

SiteOne Landscape Supply
Calgary, Canada
02.2022 - 10.2022
  • Received packing slips into UE System throughout the day
  • Adjusted Costs, Quantities and Freight $ amounts on P.O
  • To match Vendor Invoices if needed
  • Filed Packing slips
  • Checked inventory of popular sold products from biggest suppliers once a week
  • Sent spreadsheet to Purchaser to order if inventory was low
  • E-mailed Co Workers notifications of their orders being received in the yard and entered into the system, so they could contact the customer to let them know their order has arrived

Accounts Payable Assistant

A & A Paving Ltd.
Calgary, Canada
08.2021 - 12.2021
  • Company Overview: (Seasonal)
  • Processing 50 – 60 e-mails a day consisting mostly of P.O.’s and Accounts Payable Invoices
  • Matching P.O.’s and other backup to invoices
  • Calling or e-mailing vendors for copies of statements, invoices, VOID Cheques, Banking Information, and P.O.’s when needed
  • E-mailed 80 – 90 EFT Remittances to vendors in the busy months at month end
  • Filing
  • Created new vendor hard copy files
  • Renewed Truck Permits when expired through TRAVIS online
  • Searching and printing WCB Clearance Letters to match with Sub Contractor’s invoices
  • Creating spreadsheets for employee Expense receipts showing dollar and job costing amounts
  • Creating spreadsheets to enter the dollar amount charged per Job Site by the larger Sub Contractor’s
  • Prepared the Bi-weekly payroll spreadsheets for the Bookkeeper
  • Greeting customer’s and answering the phone
  • Receiving mail and courier packages
  • (Seasonal)

Data Entry

Marks Commercial
Calgary, Canada
10.2018 - 07.2019
  • Company Overview: (Contract/Employment Agency)
  • Using Microsoft Dynamics AX 2012 my tasks were the following:
  • Setting up Client Accounts online for them to order garments
  • Copying, sending, confirming, and posting quotes
  • Inactivating employees if there were duplicate e-mails or names and if they were no longer employed
  • Validating items and prices on client accounts
  • Adding or deleting Authorizers or Managers for approvals on accounts
  • Adding and deleting Entitlement cards
  • Adjusting dollar amounts on Entitlement cards
  • Adding Job Titles and Department ID numbers to accounts
  • Changing customer's shipping address
  • (Contract/Employment Agency)

Accounts Payable

Alsco Canada
Calgary, Canada
10.2007 - 08.2015
  • Reconciled monthly statements and transactions to keep records accurate and current
  • Charged expenses to accounts and cost centers by analyzing invoice and expense reports
  • Performed day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts payable data and reconciled daily totals to confirm proper accounting
  • Trained 1 clerk on Accounts Payable, checking for thorough comprehension for excellent work
  • Handled high-volume invoice processing for Linen and Garment Rental operation
  • Tracked income and expenses for business using in-house Company Software
  • Expedited payments by verifying accuracy and currency of vendor information
  • Verified accuracy of information and resolved discrepancies with vendors before entering invoices for payment
  • Verified vendor accounts by reviewing documentation, rectifying issues, and contacting account holders
  • Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance
  • Performed administrative tasks to support strategic initiatives
  • Assessed data and information to check entries, calculations, and billing codes for accuracy
  • Worked closely with department personnel to produce accurate and timely bills
  • Maintained accounting ledgers by verifying and posting account transactions
  • Problem-solved accounts payable questions on behalf of internal team members, management, and vendors
  • Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files

Receptionist

Alsco Canada
Calgary, Canada
10.2007 - 08.2015
  • Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions
  • Greeted visitors, assessed needs, and directed to appropriate personnel
  • Answered and directed incoming calls using multi-line telephone system
  • Received incoming packages and mail, dispersed parcels and correspondence and shipped outgoing items daily
  • Managed more than 100 incoming calls per day
  • Rendered information to callers and drafted office emails
  • Prepared packages for shipment by generating invoices and setting up courier deliveries
  • Followed security procedures, issued visitor badges, monitored logbooks, and reported irregularities
  • Sorted incoming mail and directed to correct personnel each day
  • Delivered administrative support to team members, including making copies, sending faxes, organizing documents, and rearranging schedules
  • Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment

Data Entry

Alsco Canada
Calgary, Canada
06.1995 - 04.2000
  • Maintained quality levels above prescribed minimums to support team productivity and efficiency
  • Identified errors in data entry and related issues by mentioning to supervisors for resolution
  • Proofread documents, editing materials to correct grammar and spelling mistakes
  • Organized billing and invoice data, prepared accounts receivable and generated revenue reports to provide controllers with vital financial information
  • Identified system and account issues to resolve quickly and accurately
  • Identified and corrected data entry errors to prevent duplication across systems
  • Compiled statistical information for special reports
  • Adhered to strict data confidentiality policies to prevent information leakage
  • Transferred written information into databases to maintain consistent, accurate client records and project details
  • Compiled, sorted, and verified source documents with digital data

Accounts Receivable

Alsco Canada
Calgary, Canada
10.1991 - 02.1995
  • Cleared account balances by examining customer payments, payment history and coordinating contact with collections
  • Reconciled accounts receivable and prepared income summary reports and cash reports
  • Answered inbound calls to provide information, answer questions or discuss payment options
  • Coordinated with clients and internal departments to resolve account discrepancies
  • Researched customer billing issues and resolved problems to facilitate receipt of overdue monies and promote good customer relationships
  • Entered, posted, and scanned accounts receivable documents into company software program
  • Examined customer payment history and coordinated collections arrangements
  • Assessed data and information to check entries, calculations, and billing codes for accuracy
  • Completed outbound collection calls and sent emails to encourage customer payment of overdue invoices
  • Kept accounts receivable tracking database current with relevant client information, collection and billing progress and program changes
  • Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices
  • Facilitated timely year-end audits by working closely with agency auditors to provide requested samples
  • Processed monthly payments, researched payment discrepancies and prepared monthly reports
  • Initiated and recorded accounts receivables to update accounting database and facilitate receipt of customer payments
  • Prepared weekly accounts receivable aging report and presented results at meeting to update files and assess impact on financial operations
  • Used company software to enter and post accounts receivable documents
  • Recorded cash, checks and credit card transactions to complete customer payments
  • Generated monthly statements for accounts receivable operations
  • Performed day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts payable data and reconciled daily totals to confirm proper accounting
  • Processed customer credit applications for management review to promote increased product sales and growth of customer base

Receptionist

West Power
Calgary, Canada
02.2020
  • Company Overview: (Contract/Employment Agency)
  • Greeted visitors, assessed needs, and directed to appropriate personnel
  • Answered and directed incoming calls using multi-line telephone system
  • Received incoming packages and mail, dispersed parcels and correspondence and shipped outgoing items daily
  • Followed security procedures, issued visitor badges, monitored logbooks, and reported irregularities
  • Sorted incoming mail and directed to correct personnel each day
  • Delivered administrative support to team members, including making copies, sending faxes, organizing documents, and rearranging schedules
  • (Contract/Employment Agency)

Education

Certificate - QuickBooks Premier 2019 Online

Academy of Learning Career College
South Calgary
10.2020

Diploma - Business Office Skills

Academy of Learning Career College
South Calgary
12.2017

Skills

  • Multi-line telephone skills
  • Office equipment operations
  • Business operations understanding
  • Professional and polished presentation
  • Document control
  • Collecting information
  • Advanced clerical knowledge
  • Filing and data archiving
  • Verifying data accuracy, data processing
  • Cheque processing
  • Bill payment
  • Vendor Account Review
  • Petty cash disbursement
  • Account Reconciliation
  • Supplier Relationship Development
  • Invoicing and billing
  • Invoice and payment processing
  • Statement Reconciliation
  • Collections understanding

Timeline

Accounts Payable Clerk

CEDA International
01.2024 - 12.2024

Accounts Payable Clerk

CEDA International
07.2023 - 12.2023

Scanning Clerk I

CEDA International
05.2023 - 06.2023

Accounts Payable Clerk

A 1 Chesney Service Experts
03.2023 - 05.2023

Receiver

SiteOne Landscape Supply
02.2022 - 10.2022

Accounts Payable Assistant

A & A Paving Ltd.
08.2021 - 12.2021

Receptionist

West Power
02.2020

Data Entry

Marks Commercial
10.2018 - 07.2019

Accounts Payable

Alsco Canada
10.2007 - 08.2015

Receptionist

Alsco Canada
10.2007 - 08.2015

Data Entry

Alsco Canada
06.1995 - 04.2000

Accounts Receivable

Alsco Canada
10.1991 - 02.1995

Certificate - QuickBooks Premier 2019 Online

Academy of Learning Career College

Diploma - Business Office Skills

Academy of Learning Career College

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Kimberly Tate