LizAnne Want
Melbourne,Canada
Summary
Driven and detail-oriented financial professional with a strong background in accounting and financial analysis, honed at Corporation of the City of London and other notable entities. Excel in tax document preparation, general ledger maintenance, and delivering insightful financial statements. Renowned for exceptional analytical skills and a keen ability to communicate complex financial information effectively.
Overview
32
32
years of professional experience
Work History
Bookkeeper (Part Time Freelane)
Village Property Management
04.2024 - 10.2024
- Month-end recurring journal entries
- Manage all accounting transactions
- Monthly preparation of financial statements with month end closing and support documents
- Manage balance sheet and profit/loss statements
- Audit financial transactions and documents
- Bank Reconciliations
- Manage all GL’s
- Prepare year end audits for auditors
- Provide support to other departments as needed
- Liaise with property Managers to relay financial information
- Excellent written and verbal communication skills
- Excellent attention to detail
- Minimum two years accounting
- Experience in full cycle accounting
- Ideally experience with property accounting
- Knowledge of Microsoft Word, excel and Outlook
- Knowledge of Shift Suite Software
Community Services Officer
Corporation of the City of London – Family Support and Appeals
01.2003 - 01.2005
- Provides detailed analysis to determine eligibility for past and present Ontario Works Assistance on complex cases, assignments/overpayments, family support matters, complaints, appeals, alleged fraud, high risk cases and discretionary benefits
- Assists Ontario Works participants in the pursuit of support income, including assisting in the negotiation of support agreements and attending hearings
- Liaises with community advocacy groups, legal clinics, police, Crown Attorney, insurance companies, financial institutions, elected officials, employees, lawyers, landlords, Family Court, Family Responsibility Office, suppliers and other government agencies in serving participants’ needs
- Performs compliance reviews to ensure the Corporation is in compliance with Provincial Legislation and Directives as well as local policies and procedures
- Examines, reviews and evaluates processes, compiles data, draws conclusions and prepares draft reports with recommendations
- Prepares submissions and reports to the Courts and to the Social Benefits Tribunal
- Provides guidance, clarification and recommendations to Ontario Works staff with regard to eligibility decisions, overpayment calculations, support and sponsorship matters
- Assists with special projects including research, report writing, drafting procedures, participating in presentations, training, and refining processes
- Assists in development of related procedures and forms
- Represents the Division and/or participants in the community at appeal hearings, Court and other functions, as required
Bookkeeper
Royal Canadian Legion Br. 510
01.1997 - 01.2005
- Responsible for full set of books for a Non-Profit Organization which included Payroll, Remittances to the Receiver General for GST and deductions, Minister of Finance for Retail Sales Tax, and Workers’ Compensation
- Completion and filing of employee T4’s and T4 summary
- Completion of Sales Journal, Disbursements Journal and General Ledger
- Responsible for payment of all invoices
- Responsible for the completion of necessary License forms and Reports for Lottery Licenses with the appropriate government office
Financial Analyst
Corporation of the City of London – Municipal Housing Development
09.2021 - 09.2024
- Assesses operational efficiency by reviewing audited statements and various financial reports.
- Conducts thorough audit reviews to ensure subsidy compliance.
- Communicates financial insights and suggestions effectively to Financial Officer.
- Deliver settlement letters detailing approved subsidies and surplus reconciliations.
- Ensured compliance with Provincial legislation, regulations, local policies and internal practices while assessing funding requests.
- Conduct analysis of operating and capital budgets, advising on potential problems.
- Assesses annual rental charges for Section 95 Federal Non-Profits, providing recommendations for financial viability.
- Handled financial problem resolution for various stakeholders.
- Support preparation of audited financial statements and annual reports for Housing Providers.
Community Services Support Specialist
Corporation of the City of London – Ontario Works
01.2006 - 01.2021
- Responsible for the supervision of assigned staff and all activities related to the assigned program areas, including schedules, assignment of tasks and coordination of service
- Consults with external resources including lawyers, court, elected officials, landlords, employers, financial institutions and client associates to assist in serving clients’ needs
- Maintains knowledge of provincial legislation and guidelines, municipal policies, procedures and directives, and are responsible for developing/adapting procedures for new and/or existing program delivery
- Assists with routine expenditure approval for program area(s)
- Communicates regularly with providers of purchased services to the assigned program area(s)
- Analyses complex cases to assist in eligibility determination and identification of over and under payment issuances
- Represents the Division and/or clients in the community at appeal hearings, court and other functions, as required
- Monitors staff compliance with legislation and Divisional guidelines
Bank Reconciliation/Accounting Clerk
Corporation of the City of London – Finance
01.1993 - 01.2003
- Responsible for reconciling closing balances in the general ledger for all the Corporation’s bank accounts to the closing balances per bank statements
- Analyzes various computer reports in the reconciliation process to identify timing differences and out of balance conditions requiring adjustments
- Prepares journal entries or other correcting documentation and bank transfers as required
- Inputs sorted cleared cheques directly to the Payroll and Accounts Payable Systems
- Reconciles the outstanding cheque lists
- Identifies, prepares and updates system with the cancellation of stale-dated cheques
- Checks bank statements received and ensures correct back-up material is received
- Examines returned cheques and prepares appropriate journal entries and bank transfers, furnishing copies to respective departments and performs some clerical duties, such as typing, filing and retrieving documentation such as retrieving welfare cheques for fraud cases
- Responsible for requesting and printing banking reports from cash command system
- Analysis of accounts payable outstanding and revenues received
- Chart cashflow for major inflows-outflows and amounts from banking reports
- Prepare maturity journals or vouchers and bank transfers, updates investment program, cashflow and print and update standard reports
- Calculates monthly average balance in bank accounts and ensures interest earned in bank is correct and journal distribution
Payroll Control Clerk
Corporation of the City of London – Finance
01.2002 - 12.2002
- Balanced the payroll output reports
- Identified and corrected any out-of-balance conditions
- Analyzed and reconciled designated payroll liability accounts on a monthly basis
- Maintained summaries for all payroll statutory deductions
- Prepared payment vouchers for the remittance of statutory and other deductions
- Maintained earnings and deductions for manual, voided or deleted cheques
- Typed manual cheques
- Maintained cheque control logs
- Sorted and Distributed output reports for all payroll agencies
- Prepared bank transfer documentation
- Prepared T4 Summaries annually
Education
Executive Secretarial Program -
Westervelt Business School Ltd.
01.1988
Some College (No Degree) - Accounting Principles, Economics, Microcomputers, Business Law, Intermediate Accounting 1, Intermediate Accounting 2, Managerial Accounting
Fanshawe College – Continuing Education
Leadership Skills Certificate - Human Relations, Communications, Critical and Creative Thinking, Management for Results, Dealing with Difficult People, Personal Success
Fanshawe College-Ontario Management Development Program
Skills
- Tax document preparation
- General ledger maintenance
- Accounting
- Quickbooks
- A/P and A/R
- Financial statements expertise
References
Available upon Request
Timeline
Bookkeeper (Part Time Freelane)
Village Property Management
04.2024 - 10.2024
Financial Analyst
Corporation of the City of London – Municipal Housing Development
09.2021 - 09.2024
Community Services Support Specialist
Corporation of the City of London – Ontario Works
01.2006 - 01.2021
Community Services Officer
Corporation of the City of London – Family Support and Appeals
01.2003 - 01.2005
Payroll Control Clerk
Corporation of the City of London – Finance
01.2002 - 12.2002
Bookkeeper
Royal Canadian Legion Br. 510
01.1997 - 01.2005
Bank Reconciliation/Accounting Clerk
Corporation of the City of London – Finance
01.1993 - 01.2003
Executive Secretarial Program -
Westervelt Business School Ltd.
Some College (No Degree) - Accounting Principles, Economics, Microcomputers, Business Law, Intermediate Accounting 1, Intermediate Accounting 2, Managerial Accounting
Fanshawe College – Continuing Education
Leadership Skills Certificate - Human Relations, Communications, Critical and Creative Thinking, Management for Results, Dealing with Difficult People, Personal Success
Fanshawe College-Ontario Management Development Program