Laurie Craig-Taylor
Calgary,AB
Summary
Conscientious, dependable, adaptable, detail oriented, organized individual who works well in a home-based remote environment, with demonstrated expertise in first class customer service, and seeking new challenges.
Overview
5
5
years of professional experience
Work History
Administration and Customer Service/Sales
National Storage and Warehousing Inc.
05.2021 - 01.2023
- Set up and maintained storage accounts for tenants; produced Operations Manual and various Procedural guides; Prepared various contact/contractor/building maintenance lists; cross-trained new employees in policies and procedures.
- Streamlined operations by implementing efficient customer service processes and procedures.
Full cycle bookkeeping
Tina Neufeld dba The Paint Place & Honeysuckle Hobbies
06.2018 - 04.2019
- Including business set up and maintenance of A/R's; A/P's; Inventory; Payroll on Sage 50
- Utilizing Square and Shopify systems to gather and input sales to A/R; inventory updates; orders and paid invoices to A/P on Sage 50
- Produce monthly financial reports for Owner.
Various temporary Accounting related positions
Platinum Personnel
10.2018 - 06.2019
- Including Accounts Payable input to QuickBooks Online.
Lending Solutions Manager (Retail/Personal Credit)
Scotiabank
- Analytical thinking and knowledge in credit adjudication to ensure acceptable risk has been assessed
Branch Manager & Account Manager Small Business, Commercial Client Relationship Manager
Scotiabank
- Coaching staff and customers; accurate and thorough Financial Statement analysis for credit proposals presented for adjudication to ensure approvals received in a timely manner
Assistant Manager Human Resource Development
Scotiabank
- Facilitated various workshops for Sales, Relationship Building, Communication and Coaching to communicate new concepts and ideas to staff members in a manner they can understand and accept
Operations department including Manager Customer Service
Scotiabank
- Budget/expense management, organized and forward thinking in staff scheduling to ensure customer satisfaction is a priority, employee relations
Education
Bookkeeping Certification
Okanagan College
Kelowna, BC06.2018
Quickbooks Pro Course
Okanagan College
Kelowna, BC10.2018
Financial Accounting -
Okanagan College
Kelowna, BC08.2017
Bookkeeping Basics Course -
Red River Community College
Human Resource Management Certificate
University of MB
Human Resource Specialized Study Program Diploma - Human Resource Management
Institute of Canadian Bankers (ICB)
Business Finance, Organizational Behaviour, Communication - Accounting And Finance
Institute of Canadian Bankers
Facilitation Cert: Conduct Various Workshops
Friesen Kaye & Assoc
Skills
- Organizational Skills
- Verbal and Written Communication
- Professional and Courteous
- MS Office
- Budget Administration
Volunteer Experience
- Strata Council, President, 11/2015, 01/2018, Treasurer, 2019, 2022, Budgeting, Financial Statement analysis, overseeing various building maintenance projects
- Lead on 10 yr Warranty Committee, a 6-year project
Languages
English
Full Professional
Timeline
Administration and Customer Service/Sales
National Storage and Warehousing Inc.
05.2021 - 01.2023
Various temporary Accounting related positions
Platinum Personnel
10.2018 - 06.2019
Full cycle bookkeeping
Tina Neufeld dba The Paint Place & Honeysuckle Hobbies
06.2018 - 04.2019
Lending Solutions Manager (Retail/Personal Credit)
Scotiabank
Branch Manager & Account Manager Small Business, Commercial Client Relationship Manager
Scotiabank
Assistant Manager Human Resource Development
Scotiabank
Operations department including Manager Customer Service
Scotiabank
Bookkeeping Certification
Okanagan College
Quickbooks Pro Course
Okanagan College
Financial Accounting -
Okanagan College
Bookkeeping Basics Course -
Red River Community College
Human Resource Management Certificate
University of MB
Human Resource Specialized Study Program Diploma - Human Resource Management
Institute of Canadian Bankers (ICB)
Business Finance, Organizational Behaviour, Communication - Accounting And Finance
Institute of Canadian Bankers
Facilitation Cert: Conduct Various Workshops
Friesen Kaye & Assoc
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