Results-driven bookkeeper with a strong track record in business intelligence and reporting, utilizing advanced Excel automation and the Microsoft Office Suite to enhance financial analysis and streamline operations. Expertise in transforming complex data into actionable insights to facilitate strategic decision-making and optimize reporting processes. Committed to continuous improvement, showcasing exceptional analytical abilities and meticulous attention to detail while fostering collaboration across teams to achieve organizational goals. Eager to leverage proficiency in data-driven finance solutions within the property accounting sector, ensuring accurate financial records and compliance across multiple properties.
Overview
17
17
years of professional experience
Work History
Property Accountant
NAI Commercial Central Vancouver Island
07.2021 - 03.2025
Oversee the financial aspects of real estate properties, managing financial transactions, records, and reporting, and ensuring accurate accounting practices for property management:
Financial Reporting & Budgeting:
Managing and monitoring budgets for individual properties and portfolios
Monitoring client cashflows to maintain minimum balance
Preparing financial statements and supplement reports
Analyzing financial data to identify trends, assess property performance, and suggest cost-saving measures to property managers.
Financial Analysis
Identifying potential risks and opportunities with building and tenants
Other Tasks
Managing trust accounts for deposits, rent, and investments
Setting up and maintaining the chart of accounts
Mass transaction of owner payments
Mass transaction of property tax payments
Support for audits as directed by owner or Director of Finance
Reconciliation & Government Remittances
Bank and Trust reconciliation
GST reconciliation and payment
Highlights and Achievements
Within the first year, the financial reporting system was standardized and automated with provided software applications. Client financial statements were generated and printed to PDF within 15 minutes by a single person, saving 2.5 hours of processing with previous instructions.
The management fee billing process is simplified to an Excel workbook initially, and custom coding is generated to create a transfer file for RBC Express to reduce entry errors and complete generation, confirmation, and entry to less than an hour. Saving multiple hours from prior instructions.
A custom script was written and executed for the consistent data backups that were required. The original procedure required all staff to log out during the day or to be manually initiated after hours. Due to the restrictions, this was done once per day. The updated script provided an incremental update daily with a full backup file created on Saturdays.
Business Intelligence Manager
INNHOUSE GROUP
02.2017 - 04.2019
Create, manage, and update reports for consumption by managers.
Research and present new visualizations for consumption by managers.
Researched and spearheaded project to update Customer Relationship Management (CRM) system
Document employee daily process to convert to manager reviewable KPI's
Create custom SQL queries for optimized reports
Utilizing PowerBI and OfficeSuit to build manager-directed custom KPI's and drillable reports accessible from multiple devices.
Bookkeeper/Reporting Analyst
JEMI FIBRE CORP
09.2014 - 02.2017
Prepare and post entries from multiple business entries.
Prepare and post payroll entries & associated remittances
Create a proof of concept for a contract management system.
Document business flows to design fixes for software shortfalls with vendor.
Created custom reports by extracting data from the SQL database. Routinely test the database for data integrity.
Highlights and Achievements
Created a contract management database and then integrated the database into the custom-built Excel-based reporting system to generate weekly financial projections with cash flow impact. This was prioritized for department managers' projected cash flow reports but was found to be accurate enough to be used by corporate executives to predict department revenue and redirect log deliveries to different mills once delivery expectations were met.
Forestry Management software was installed and integrated with input from the vendor and business unit manager. When the software was brought online, additional training and reporting integration were completed.
Updated reporting procedures and integrated forestry management software to provide more accurate revenue projections, allowing for the most profitable delivery schedules to be adopted with more precise inventory ages, values, and tonnage at drop locations.
SR Accountant
FW ENTERPRISES
07.2008 - 08.2014
Prepare and post entries for multiple departments, reconciliation of cash & credit transactions.
Generate financial statements manager review
Prepare and post automatic payment information
Prepare and post government remittances
Consulted with managers to create custom KPI reports from SQL database
Coordinated with managers to provide additional training and documentation for upgraded point of sale.
Highlights and Achievements
Utilized PowerBI and Microsoft OfficeSuit to generate KPI reports for department managers. This was accomplished by integrating PowerBI & Excel into the ClubManagement software, Jonas, to provide reporting material unavailable within the software environment. Later on, this was automated to display sales for previously established events, year-over-year tournament comparisons, hourly F&B wastage reports, employee-based sales competitions reports and daily profitability reports.
Employment Integration Specialist at Central Vancouver Island Multicultural Society (CVIMS)Employment Integration Specialist at Central Vancouver Island Multicultural Society (CVIMS)