Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Lesley-Ann Morgan

Peachland,BC

Summary

Results-driven professional with a proven track record in accounts payable management and administrative support. Highly skilled in Microsoft Word, Excel, Outlook, and Teams, with a meticulous attention to detail and a natural inclination for problem-solving. I am seeking a challenging role where I can leverage my expertise in accounts payable and administration to contribute to organizational efficiency and success.

Overview

26
26
years of professional experience

Work History

Office Administrator / Account Payable

Right Ride
01.2021 - 01.2024
  • Provided comprehensive administrative support directly to the Regional Manager, including meticulous review of vehicle financial documents and calculation of sales associates' end-of-month commissions
  • Managed accounts payable processes within CDK Dealership CRM software, collaborating with head office accounting departments and vendors to resolve any discrepancies
  • Conducted monthly credit card reconciliations and established office policies and procedures, creating Word and Excel forms and templates as needed
  • Implemented a digital filing system for invoices and documents related to current inventory and purchased vehicles, facilitating efficient retrieval for audits
  • Coordinated customer vehicle deliveries across British Columbia, handled all travel arrangements for the transport team and managed office supplies, equipment orders, and mail preparation.

Supervisor / Supplement Advisor

Garden Health
05.2013 - 11.2020
  • Oversaw multiple key vendor accounts, maintaining up-to-date knowledge of new products and sales events while effectively managing inventory
  • Provided supervision and support to part-time staff, delegating tasks and ensuring smooth operations on the retail floor
  • Offered administrative support to the owner, including accounts payable management, customer correspondence handling, and preparation of courier packages and bank deposits
  • Designed marketing materials utilizing Canva for various platforms, updated company website and managed online store inventory through Shopify
  • Provided exceptional customer service on the sales floor, offering guidance and advice on nutritional supplements, and managed opening and closing duties, including cash handling and daily sales reports.

Personal Assistant

Paradise Found Yoga
04.2010 - 03.2012
  • Maintained website functionality, executed online marketing campaigns, and coordinated retreat logistics
  • Developed graphic design materials for online marketing, including posters, flyers, brochures, and banners
  • Assisted in organizing and participating in retreats as needed, ensuring smooth execution and customer satisfaction.

Office Assistant

Maven House Media
02.2005 - 02.2010
  • Implemented office procedures and provided comprehensive administrative support to staff, including accounts payable processing and reconciliation of financial transactions
  • Handled customer inquiries, directed phone calls, and welcomed guests, maintaining a professional and welcoming environment
  • Built and maintained a business website, ensuring updated information and functionality.

Front Desk /Hotel Reservations Agent

Richmond Inn
01.1998 - 01.2005
  • Managed guest check-ins and check-outs, provided assistance with inquiries, and ensured guest satisfaction throughout their stay
  • Directed phone calls, greeted guests, and managed cash handling and balancing of the float.

Education

Bookkeeping Certificate -

Okanagan College
Kelowna, BC
03.2024

Skills

  • Typing 40 words per minute
  • Bill Payment and Financial Recordkeeping
  • Credit Card Statement Reconciliation
  • Extensive knowledge of Microsoft Word, Excel, Outlook and Teams
  • Natural problem solver
  • Excellent attention to detail
  • Good time management
  • Excellent communication skills

References

Jamie Wagner, 

Campbell River Hyundai | General Sales Manager

jamie.wagner@campbellriverhyundai.ca

(604) 997-1857


Adam Johnstone

 Right Ride Kelowna | Financial Manager 

ajohnstone@rightride.ca

 (250) 870-1585


Glenn Raith

Glenn’s Automotive and Transmission |Owner

 glennsautoandtrans@gmail.com

(250) 868-7344

Timeline

Office Administrator / Account Payable

Right Ride
01.2021 - 01.2024

Supervisor / Supplement Advisor

Garden Health
05.2013 - 11.2020

Personal Assistant

Paradise Found Yoga
04.2010 - 03.2012

Office Assistant

Maven House Media
02.2005 - 02.2010

Front Desk /Hotel Reservations Agent

Richmond Inn
01.1998 - 01.2005

Bookkeeping Certificate -

Okanagan College

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Lesley-Ann Morgan