Meghan Stephen

· Oversees the preparation of budgets by anticipating expected revenues and expenses to achieve organizational objectives.

· Directs the preparation of periodic financial statements by measuring relevant business activity and financial position of the organization to ensure appropriate scrutiny and financial management.

· Ensures that all organizational obligations to vendors and suppliers are met establishing policies and procedures for procurement and payment to minimize expense and maintain a stable supply of resources.

· Supports the financial viability of the organization by identifying and fostering key business relationships with banks, accountants, attorneys, etc., to ensure the integrity of the business.

· Develops and presents financial analysis by employing a variety of techniques (modeling, forecasting, benchmarking, cost/benefit analysis, etc.)

· Completion & filing of all Government remittances including GST, PST, & EHT.

· Directly manages and develops a team of four full-time Administrative Specialist personnel and their day-to-day workload.

· Administer and manage inbound/outbound mail, and other correspondence.

· Answer and manage inbound telephone or email inquiries from customers.

· Record customer payments and prepare daily bank deposits.

· Compile, verify, record and process various documents (sales orders, invoices, purchase orders)

· Process, review, and distribute customer invoices.

· Prepare purchase orders and monitor inventory levels.

· Receive product shipments and schedule supply orders for distribution.

· Contact clients regarding past due accounts.

· Data entry and posting of accounts payable invoices.

· Prepare monthly bank reconciliations.

· Investigate and resolve billing discrepancies.

· Participate in various special projects as they arise.

· Assisting management as needed for administrative functions.

· Consolidated six months’ worth of payroll data by converting the previous system over to new Comvida system.

· Increased efficiency by switching the previous filing system to a more effective system.

· Increased efficiency for Accounting Administrator by reviewing invoices and coding them appropriately and confirming balances.

· Supportive team member who provided vacation relief by completing office duties such as AP entry, filing, payroll, client interaction, and delivering mail

· Maintained a pet store’s records (subsidiary company) by completing daily sales reports, monthly bank reconciliations, cash deposits and payroll documentation.

· Helped owners gain trust and confidence with their horses by providing helpful riding techniques and providing “catch riding” services.

· Demonstrated accountability and responsibility by caring for horses daily by monitoring their behaviours, feed, water, and supplements in addition to caring for the facility.

· Built and maintained relationships with owners, coaches, and other students using the equestrian facilities by being an approachable person who provided them information and maintained barn rules of safety and etiquette.

· Improved communication by discussing issues arising with the horses both with the owners and barn manager.

· Provided excellent guest service by directing clients around the building and answering questions.

· Improved effectiveness by delivering mail, opening, and coding invoices, and filing documents.

· Ensured confidentiality and accuracy when organizing Vice President & General Manager ‘s emails.

· Ensured communication ran smoothly by directing phone calls to over 700 employees.

· Increased efficiency of the office by making trips to the storage facilities, filing, copying, and phoning/dispatching employees.