Michelle Ann Hernan
Moncton,New Brunswick
Summary
Dynamic accounting professional with a progressive financial industry experience across auditing, financial controls, accounting and banking. Strong and skilled leader with excellent motivation and communication skills excelling in financial analysis and client relationship management. Adept at preparing accurate financial statements and tax returns, I leverage attention to detail and strategic insights to enhance compliance and optimize performance, driving client success and satisfaction. Passionate about customer service, and exceling at customer prioritizing client satisfaction. Strengths include problem-solving skills, effective communication abilities, collaboration and adaptability to varied situations.
Overview
18
18
years of professional experience
Work History
Accountant
Doane Grant Thornton LLP
Moncton, New Brunswick
06.2024 - Current
- Planned and prepared financial statements, reviews, and compilations for clients across various industries, utilizing financial analysis to ensure accuracy and compliance.
- Prepared corporate and personal tax returns, delivering tailored solutions by analyzing business and financial conditions to enhance decision-making and compliance.
- Built strong client relationships by acting as a trusted advisor, offering insights, identifying risks, and recommending financial strategies to optimize performance and improve internal controls.
Service Officer - Junior Assistant Manager
BDO Unibank Inc.
Baguio City, Benguet, Philippines
04.2014 - 06.2022
- Managed cash operations and general services, ensuring accountability of cash and assets while strengthening client retention through strategic relationship management.
- Verified and approved transactions exceeding teller limits, ensuring compliance with bank policies and procedures to mitigate financial risks.
- Supervised tellering operations, conducted performance reviews, and provided necessary training to enhance team efficiency and service quality.
Marketing Assistant
BDO Unibank Inc.
Baguio City, Benguet, Philippines
01.2010 - 03.2014
- Organized and maintained comprehensive client records and investment portfolios to ensure accurate profiles and seamless service delivery.
- Provided tailored investment advice through thorough market analysis, enhancing client financial strategies and trust.
- Conducted detailed assessments of clients' financial health to identify cross-selling opportunities for bank products, contributing to portfolio growth.
Customer Service Associate
BDO Unibank Inc.
Baguio City, Benguet, Philippines
03.2007 - 12.2009
- Processed high-volume financial transactions with precision and customer-centric focus, enhancing service quality and operational accuracy.
- Identified customer needs through interactions, effectively cross-selling banking products like loans and credit solutions to boost engagement.
- Ensured compliance with security procedures and supported branch efficiency by maintaining ATM operations and directing clients for complex services.
Education
Diploma - Business Aministration - Accounting
New Brunswick Community College
Moncton, NB06-2024
Bachelor of Science - Accountancy
Saint Louis University
Baguio City, Philippines05-2005
Skills
- Financial analysis
- Tax preparation
- Regulatory compliance
- Client relationship management
- Data analysis
- Accounting software
- Risk assessment
- Accounting and bookkeeping
- Customer service
- Financial reporting
- Time management
- Financial statements
- Finance
- Accounting controls
- Cash flow management
- Financial statement preparation
- Financial management
- MS office suite
- Attention to detail
Affiliations
- Finance officer - Filipino Association of New Brunswick, Moncton Chapter
Timeline
Accountant
Doane Grant Thornton LLP
06.2024 - Current
Service Officer - Junior Assistant Manager
BDO Unibank Inc.
04.2014 - 06.2022
Marketing Assistant
BDO Unibank Inc.
01.2010 - 03.2014
Customer Service Associate
BDO Unibank Inc.
03.2007 - 12.2009
Diploma - Business Aministration - Accounting
New Brunswick Community College
Bachelor of Science - Accountancy
Saint Louis University
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