Hi, I’m
Natalie Schultz
Calgary,Alberta
Summary
To seek an accounting and finance opportunity with a diverse and growth-oriented organization. Performance focus in accounting & finance professional with over 5+ years of experience in Health care and IT industry. Perform full cycle accounting, financial reporting/modeling, auditing, and taxation. A strong ability to operate computerized accounting systems and office applications. Very good analytical skills to collect and communicate information clearly to clients and internal audiences.
Overview
8
years of professional experience
1
Certificate
Work History
BPD Zenith Software Solutions CanadaCalgary, AB
Regional Financial Controller (USA, Canada & UK)
07.2021 - Current
Job overview
- Oversee day-to-day operation of Business Administration from offices in USA, Canada, and UK with respect to accounting activities and financial documents, and general account management.
- Verified postings to ledgers to confirm accurate entry and account balances
- Responsible for accounts reconciliation including P&L, Balance Sheet, Bank, and Credit card statements
- Enhance revenue cognition (MRR) and operational expense on monthly basis.
- Record to Report includes Amortization provision, Fixed Asset schedule, depreciation, monthly accrual, and GL account.
- Complete and file Sales Tax - GST/HST/PST returns, State Tax (USA), and VAT (UK)
- Manage Intercompany loan accounts and monitor foreign exchange transactions.
- Coordinate all aspects of corporate fiscal year-end audit and tax filing with external accountants.
- Use Power BI and Excel to assemble and analyze monthly/quarterly and annual reports for Finance Manager to review.
- Provide support in preparation of budgets and forecasts for Director of North America operations.
- Track and monitor cash flow projections to ensure is sustainable.
BPD Zenith Software Solutions CanadaCalgary, AB
Business Administrator (Canada)
08.2019 - 07.2021
Job overview
- Handled entire accounting cycle including journal adjusting, posting entries, preparing documents, finalizing reports, and closing process.
- Established QuickBooks accounting system to reflect accurate financial records
- Monitored key accounting functions: AR, collection, AP, invoicing, and client credit.
- Organized billing entries - AFE, PO and WO, and Timesheet report (IBM Maximo)
- Maintained record keeping and filing systems (SharePoint).
- Managed HR for new hire and termination process and documentation.
- Accountable for employee payroll which included payroll tax remittance forms, sales tax returns, workers compensation forms, year-end T4 returns, ROE and other government documents, and employee benefit programs.
- Assisted Regional Controller in ad-hoc reports and respond to queries from Finance team.
Mount Royal Village Family Chiropractic and WellnessCalgary, AB
Office Manager and Bookkeeper
12.2017 - 08.2019
Job overview
- Job duties included but were not limited to, welcoming patients, answering, and handling multi-line phones, scheduling, billing, processing direct extended health care claims, updating medical records, and sending referrals via fax & secure email on behalf of the practitioners.
- Performed variety of accounting activities such as A/R, A/P, and expense reports, and oversee financial transactions, balance cash register, and bank deposit.
- Performed daily bank and credit card reconciliation, and monthly inventory reconciliation.
- Organized and carried out proactive month-end, quarterly and year-end processes
- Maintained accurate patient data entry and marketing stat analysis.
- Managed HR functions, employee scheduling, payroll, and new hire training.
Quarry Park Chiropractic and WellnessCalgary, AB
Office Administrator and Receptionist
09.2017 - 12.2017
Job overview
- Supported office manager with proactive correspondence management, document coordination and customer relations
- Managed online billing and scheduling software.
- Administered and organized records of accounts receivable and payable.
- Prepared and ensured accuracy of weekly and monthly financial reports to Office Manager.
- Entered and processed payments into computer system, direct insurance billing, and invoicing.
- Effectively managed time both working alone and with others while paying close attention to detail.
Parkhill Stanley Park Community AssociationCalgary, AB
Hall Manager
10.2016 - 09.2017
Job overview
- Managed and utilized facilities available, as well as identified new opportunities utilizing effective marketing and networking solutions.
- Maintained overview of financial position including accounts payable, receivable, rental payment, expenses, bank deposits, and reconciled bank statements.
- Assisted with monthly and annual audits, and year-end accounts preparation.
- Managed accurate and timely processing of invoices.
- Secured financial information by completing database backups.
- Handled all incoming rental inquiries, budget reports, and contract management and assist in planning and execution of community events.
Precision Hydraulics INCCalgary, AB
Agent and Secretary
08.2014 - 10.2016
Job overview
- Exceptional interpersonal and leadership skills, with ability to build positive and productive office teams.
- Researched and evaluated suppliers based on price, quality, selection, service, support, availability, reliability, production, and distribution capabilities, also supplier's reputation and history.
- Maintained and reviewed computerized or manual records of items purchased, costs, delivery, product performance, and inventories. Responsible for administrative support to ensure that municipal services are provided in effective and efficient manner.
- Performed word processing, data entry, and spreadsheet work using Microsoft Office applications.
Education
Naresuan UniversityThailand
Bachelor of Business Administration from BBA International Program (WES Certified)
03.2008
Skills
- Financial statements / GL functions
- P&L and BL Accounts Reconciliation
- A/P and A/R administration & workflow
- Internal control and External audit
- Taxation and Sales tax knowledge
- Strong analytical (Financial reporting)
- Multi-Currency Transactions
- Budget and Forecast preparation
- Timesheet and Payroll system
- Written and Interpersonal communication
- Effective multitasking & prioritize
- Excellent organization skills
- Dedicated team player
- Energetic work attitude
Certification
Financial Modeling & Valuation Analyst (FMVA) - Present
Corporate Finance Institute - Canada
Accounting Certification - Present
Southern Alberta Institute of Technology - Canada
Medical Office Assistant Certification 2017
Bow Valley College - Canada
Business Communication Professional Certification 2015
Mount Royal University - Canada
Timeline
Regional Financial Controller (USA, Canada & UK)
BPD Zenith Software Solutions Canada
07.2021 - Current
Business Administrator (Canada)
BPD Zenith Software Solutions Canada
08.2019 - 07.2021
Office Manager and Bookkeeper
Mount Royal Village Family Chiropractic and Wellness
12.2017 - 08.2019
Office Administrator and Receptionist
Quarry Park Chiropractic and Wellness
09.2017 - 12.2017
Hall Manager
Parkhill Stanley Park Community Association
10.2016 - 09.2017
Agent and Secretary
Precision Hydraulics INC
08.2014 - 10.2016
Naresuan University
Bachelor of Business Administration from BBA International Program (WES Certified)
Computer Software
● Microsoft Office - Word, Excel, Power BI, SharePoint, PowerPoint, Outlook, Visio, Dynamics GP
● Google applications - Docs, Sheet, and Forms
● Financial & Accounting technology tools - IBM Maximo, OpenInvoice, Fathom, QuickBooks Online (ProAdvisor), and Sage 50 Accounting
Computer Software
● Microsoft Office - Word, Excel, Power BI, SharePoint, PowerPoint, Outlook, Visio, Dynamics GP
● Google applications - Docs, Sheet, and Forms
● Financial & Accounting technology tools - IBM Maximo, OpenInvoice, Fathom, QuickBooks Online (ProAdvisor), and Sage 50 Accounting
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