Summary
Overview
Work History
Education
Skills
Proficient Skills
Career Achievements
Languages
Timeline
Generic

Mustafa Zaidi

Ajax,ON

Summary

Highly motivated and detail-oriented accounting professional bringing 1+ years of experience in accounting. Strong understanding of Generally Accepted Accounting Principles (GAAP) and successful application in completing accounting tasks. Effectively used skills in customer service and attention to detail in improving processes and resolving key issues with clients and customers Veteran Collection Specialist bringing 3-year background to growing collections agency. Expert in debt collections, repayment negotiations and repayment plan development. Successful in managing escalated accounts and producing aging reports to cut down delinquent invoices.

Overview

8
8
years of professional experience

Work History

Collection Specialist

Alternative Eyewear
06.2023 - 12.2023
  • Taking payments over the phone, Opening new accounts, Doing daily deposit, Working on aging reports from quick book, Calling clients that are overdue on their payments, Putting clients on no ship and credit hold
  • Provided exceptional customer service while resolving disputes, resulting in improved customer satisfaction ratings for the department.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.

Tax Pro Filing

H&R Block
01.2023 - 05.2023
  • Assisted tax professionals in preparing and reviewing tax returns for individual and corporate clients, Collaborated with team members and senior professionals to identify opportunities for process improvement and efficiency in tax preparation and filing, Participated in client meetings and provided support in answering tax-related questions and concerns, Prepared and filed tax returns for individual and corporate clients, ensuring compliance with all relevant tax laws and regulations, Being at the front desk booking appointments and helping clients check in
  • Scanning and copying documents
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.

Bookkeeper

Afshan Ahmad CPA, CGA
08.2022 - 11.2022
  • Managed all aspects of bookkeeping, including recording financial transactions, reconciling bank statements, and maintaining general ledgers, Assisted in the preparation of budgets and forecasts, Liaised with external auditors during financial audits, Provided support during tax preparation by organizing relevant financial records, Resolved discrepancies and identified areas for process improvement
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.

Client Services Associate

Ontario Ministry of Health
03.2021 - 12.2021
  • Communicated regularly with clients to understand their needs, address inquiries, and resolve any issues or complaints in a timely manner, Built and maintained strong client relationships, ensuring client satisfaction and retention, Participated in team meetings and contributed to process improvement initiatives, Assisted clients with questions/concerns re COVID-19, vaccine appointments; efficiently maintained and managed accounts for clients; used Salesforce to input client data
  • Coordinated seamless transitions between account managers during times of personnel change or reassignment, ensuring minimal disruption to client relationships.
  • Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.

Operations Associate

Knowledge First
03.2019 - 12.2019
  • Managed client accounts such as inputting/updating accounts with new information, Assisted clients by email and phone with questions/concerns related to claims and accounts, Performed administrative/ad hoc duties as required by Senior Manager of Operations

Accounting Assistant

Baig Accounting
03.2016 - 12.2016
  • Performed daily financial records processing such as accounts payable/receivable, expense reports, Prepared general ledger reconciliations, reconciled bank statements; handled high volumes of daily transactions, Recorded, posted, and maintained client accounting information in QuickBooks
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.

Education

Bachelor of Accounting and Finance -

Ryerson University
07.2023

Accounting and Finance (ACF) Diploma -

Seneca College
04.2020

Accounting Diploma -

Centennial College
04.2016

Skills

  • Data entry proficiency
  • Debt recovery expertise
  • Strong negotiation skills
  • Credit Control Knowledge

Proficient Skills

  • College-level understanding of GAAP
  • Experience in Payables, Receivables, Bank/GL Reconciliations and Tax
  • Proficiency in Microsoft Excel
  • Experience in using accounting software such as QuickBooks
  • Experience in using and managing data including Salesforce
  • Experience in customer service and resolution
  • Excellent written and verbal skills
  • Detail Oriented
  • Problem-solving and flexible

Career Achievements

Helped in finding the convenient time and place for booking a COVID vaccine appointment for a senior couple with travelling challenges

Languages

English
Elementary

Timeline

Collection Specialist

Alternative Eyewear
06.2023 - 12.2023

Tax Pro Filing

H&R Block
01.2023 - 05.2023

Bookkeeper

Afshan Ahmad CPA, CGA
08.2022 - 11.2022

Client Services Associate

Ontario Ministry of Health
03.2021 - 12.2021

Operations Associate

Knowledge First
03.2019 - 12.2019

Accounting Assistant

Baig Accounting
03.2016 - 12.2016

Bachelor of Accounting and Finance -

Ryerson University

Accounting and Finance (ACF) Diploma -

Seneca College

Accounting Diploma -

Centennial College
Mustafa Zaidi