Megan Kelso
Sechelt,BC
Summary
Professional and detail-oriented Bookkeeper, adept in bank reconciliation and proactive in fostering strong vendor and customer relationships. Excelled in reducing financial discrepancies and enhancing cash flow through effective accounts receivable management. Demonstrated ability to improve operational efficiencies and support team goals with a blend of technical proficiency in QuickBooks and excellent communication skills.
Overview
11
11
years of professional experience
Work History
Bookkeeper
Sechelt Truck and Equipment Ltd.
05.2016 - Current
- Supported audit preparations by gathering necessary documentation and responding promptly to auditor inquiries, facilitating a smooth process.
- Reduced financial discrepancies by diligently reconciling accounts, identifying errors, and making timely adjustments.
- Supported timely invoicing for clients with consistent follow-up on outstanding payments to improve cash flow.
- Optimized payroll processing by staying current on labor laws and maintaining updated employee records, ensuring accurate payments.
- Maintained strong relationships with vendors, negotiating favorable payment terms and resolving any issues that arose.
- Supported inventory management efforts by tracking purchases, sales, and adjustments in real-time using accounting software.
- Assisted with payroll processing, ensuring employees received accurate paychecks in a timely manner.
Fundraising Coordinator
Self-employeed
03.2021 - 10.2024
- Created, planned and implemented fundraising events for Kelso's Climate Action, raising $100,000+ over the span of 4 years.
- Created compelling marketing materials for fundraising campaigns, increasing awareness and attracting new donors.
- Secured significant funds for charity programs by effectively communicating the organization''s mission and goals to donors.
- Collaborated with team members to develop innovative fundraising strategies, maximizing donations.
- Increased funds raised through strategic planning and execution of diverse fundraising activities.
Medical Office Assistant
Trail Bay Doctors
03.2014 - 05.2016
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Improved patient satisfaction by efficiently scheduling appointments and managing patient records.
- Ensured smooth daily operations by managing incoming calls professionally while addressing inquiries or directing them to appropriate personnel.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
Education
Gale - Online Learning
Skills
- Bank reconciliation
- Journal entries
- Accounts receivable and payable management
- Cash flow management
- Invoice processing
- Payroll processing
- QuickBooks proficiency
- Microsoft office proficiency
- Year-end closing
- Account reconciliation
Languages
English
Native or Bilingual
Timeline
Fundraising Coordinator
Self-employeed
03.2021 - 10.2024
Bookkeeper
Sechelt Truck and Equipment Ltd.
05.2016 - Current
Medical Office Assistant
Trail Bay Doctors
03.2014 - 05.2016
Gale - Online Learning
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