NATASSJA KOLTUN
Victoria,Canada
Summary
Motivated and results-driven professional with extensive experience in customer service, accounting, and operations management. Thrives in fast-paced environments, consistently providing excellent service and ensuring financial accuracy. Proficient in managing accounts receivable, accounts payable, bank reconciliation, and financial reporting. Recognized for strong communication skills, effective team leadership, and a proactive problem-solving approach. Known for dependability and attention to detail, consistently meeting deadlines and contributing to business growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Bookkeeper and Financial Planning Assistant
TPC Financial
06.2022 - Current
- Prepared annual financial reviews by analyzing income, expenses, and financial goals to support long-term planning.
- Created comprehensive year-end financial packages, including detailed reports on investments, loans, bank accounts, and AR/AP.
- Performed monthly bank reconciliations to ensure accurate financial reporting.
- Identified and resolved discrepancies across accounts to improve financial accuracy.
- Managed daily bookkeeping tasks, including transaction entry, account reconciliation, and documentation.
- Collaborated with financial planners to align data with client objectives and regulatory compliance.
- Simplified complex financial concepts for clients, improving their understanding of financial health.
Sever and Front of House Supervisor
Jam Cafe
04.2022 - 07.2022
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Provided efficient service in a high-volume brunch restaurant, managing multiple tables and bartending during peak hours.
- Prepared cocktails, coffee-based drinks, and brunch beverages with speed and consistency.
- Assisted with opening/closing duties, cash handling, restocking, and maintaining bar cleanliness.
Residential Advisor
Shawnigan Lake School
09.2021 - 04.2022
- Managed administrative tasks such as incident reporting, room assignments, and key distribution efficiently.
- Conducted daily welfare checks and coordinated with facility staff to meet resident needs.
- Collaborated with fellow Residential Advisors to plan and host engaging social events for residents.
- Promoted diversity and inclusion to create welcoming and inclusive living environment for all students.
- Facilitated roommate mediation sessions to resolve conflicts and foster positive relationships among resident pairs or groups.
Cafe Manager
Shawnigan Lake School
01.2021 - 04.2022
- Launched and developed the menu for a newly established, student-focused café.
- Trained and led café staff to consistently exceed customer expectations and deliver exceptional service.
- Increased café sales through effective marketing strategies and strengthened customer relationships.
- Introduced new menu items to diversify offerings and align with student preferences.
- Maximized profitability by implementing cost control measures, including strategic purchasing and efficient labor management.
- Prepared handcrafted beverages, provided day-to-day student support, and hosted engaging events for both students and staff.
- Oversaw all daily operations, including opening/closing procedures, staff supervision, sales tracking, event coordination, and supply ordering.
Host and Server
Bridgemans Bistro
09.2019 - 12.2019
- Delivered efficient, personalized service in a high-volume setting, managing multiple tables and ensuring timely food and beverage delivery.
- Assisted with reservations, greeted guests, and reduced wait times, maintaining a positive atmosphere.
- Provided menu recommendations, addressed guest concerns, and ensured satisfaction throughout the dining experience.
- Supported team operations by assisting with food delivery, maintaining a clean dining area, and handling special requests.
- Demonstrated multitasking skills, balancing customer service with maintaining a smooth flow of operations during peak hours.
Front of House and Office Supervisor
Shark Club
07.2018 - 07.2019
- Led and supervised front-of-house team during high-revenue periods, ensuring seamless service and guest satisfaction.
- Managed all cash handling activities, including server cashouts, bank deposits, and weekly supplier invoice processing.
- Reconciled financial records, performed bar audits, and ensured accurate food and beverage quality control.
- Executed internal and external marketing strategies, planned events, and optimized server sections based on revenue and labor goals.
- Collaborated with back-of-house management to maintain smooth communication and an efficient dining experience.
- Monitored inventory levels, minimized waste, and made strategic purchasing decisions to control costs.
- Fostered a positive, team-oriented environment through regular feedback and recognition, driving employee engagement and performance.
Administration and Reception
Collin Young CPA
01.2018 - 05.2018
- Provided a professional and welcoming first point of contact for clients in an entrepreneurial CPA practice.
- Managed client appointments, updated records, and handled email correspondence using office software and CRM systems.
- Assembled year-end financial statements and personal income tax packages, utilizing accounting software and spreadsheets.
- Streamlined front desk operations by effectively managing phone systems, emails, and walk-in clients through digital scheduling tools and databases.
- Demonstrated proficiency in office software to support daily administrative tasks, document preparation, and client communication.
- Ensured accurate record-keeping by inputting client information and financial data into company systems, maintaining confidentiality and compliance.
Barista and Coffee Master
Starbucks
01.2015 - 07.2015
- Led coffee seminars and trained the team in delivering exceptional customer service and expert coffee preparation.
- Warmly greeted customers, crafted high-quality handcrafted beverages, and prepared food orders.
- Operated the cash register, took orders, and ensured accurate transactions.
- Managed opening and closing duties, including cleaning, restocking, and maintaining barista equipment and the café space.
- Ensured consistently high standards of service, fostering a welcoming atmosphere and customer satisfaction.
Bookkeeper and Financial Planning Assistant
TPC Financial
01.2020 - 01.2021
- Prepared annual financial reviews by analyzing personal income, expenses, and financial goals to support long-term planning strategies.
- Created comprehensive year-end financial packages, including detailed reporting on investments, loans, bank accounts, accounts receivable, and accounts payable .
- Performed monthly bank reconciliations to ensure accurate representation of clients’ financial positions.
- Improved financial accuracy by identifying and resolving discrepancies across multiple accounts and financial records.
- Managed day-to-day bookkeeping tasks, including transaction entry, account reconciliation, and financial documentation.
- Collaborated with financial planners to align financial data with client objectives and compliance requirements.
- Simplified complex financial concepts for clients, ensuring clear communication and improved understanding of their financial health.
Education
Accounting Technician Diploma - Accounting
Thompson Rivers University
Kamloops, BC04.2019
Business Certificate - Business
Thompson Rivers University
Kamloops, BC12.2018
Skills
- Excellent customer service skills, adept at providing exceptional service, addressing customer needs, and ensuring positive experiences
- Strong verbal and written communication skills, with the ability to convey information clearly and professionally
- Thrives in fast-paced, high-pressure environments, maintaining efficiency and attention to detail
- Extensive knowledge of accounting principles, financial analysis, and reporting
- Reliable and self-driven, consistently meeting deadlines and exceeding expectations
- Skilled in managing accounts receivable and payable, ensuring timely processing and accuracy
- Proficient in reconciling bank statements and financial records for accurate reporting and account management
Certification
Serving it Right - September 2019
Timeline
Bookkeeper and Financial Planning Assistant
TPC Financial
06.2022 - Current
Sever and Front of House Supervisor
Jam Cafe
04.2022 - 07.2022
Residential Advisor
Shawnigan Lake School
09.2021 - 04.2022
Cafe Manager
Shawnigan Lake School
01.2021 - 04.2022
Bookkeeper and Financial Planning Assistant
TPC Financial
01.2020 - 01.2021
Host and Server
Bridgemans Bistro
09.2019 - 12.2019
Front of House and Office Supervisor
Shark Club
07.2018 - 07.2019
Administration and Reception
Collin Young CPA
01.2018 - 05.2018
Barista and Coffee Master
Starbucks
01.2015 - 07.2015
Accounting Technician Diploma - Accounting
Thompson Rivers University
Business Certificate - Business
Thompson Rivers University
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