Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
Overview
5
5
years of professional experience
Work History
Accountant
Western Canada Heat Exchanger
05.2023 - Current
Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
Provided journal entries and performed accounting on accrual basis.
Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
Tracked funds, prepared deposits and reconciled accounts.
Collected and reported monthly expense variances and explanations.
Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
BOOKKEEPER/ADMINISTRATIVE ASSISTANT
Maggo & Associates Inc
01.2022 - 04.2023
Maintained files and filing, keeping sensitive information confidential
Updated QuickBooks to reflect current financial records
Handled cash and deposits using proper accounting procedures and documentation
Prepared financial reports by collecting, analyzing and summarizing account information and trends
Processed and issued employee paychecks and statements of earnings and deductions
Checked figures, postings and documents for correct entry and mathematical accuracy
Maintained and updated chart of accounts, petty cash and month-end closing
Received, record and bank cash, checks and vouchers
Screened incoming telephone calls, routing to appropriate personnel
CASHIER ASSISTANT
Costco Wholesale
05.2021 - 10.2022
Assisted customers by providing information and resolving complaints
Established or identified prices of goods and totaled purchases with calculators or cash registers
Balanced cash drawer by counting cash at beginning and end of work shift
Aided supervisor in controlling customer flow and backed up lines
Processed cash, check and credit cards for customer purchases
Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges
Computed and recorded totals of transactions
SUPERVISOR
Ace Liquor Discounter
08.2019 - 05.2021
Compiled company budget and expenditure information and notified managers of discrepancies
Organized workflow tasks to prevent downtime and production gaps
Set performance goals for staff members and helped teams meet important deadlines
Delegated tasks to team members according to individual strengths
Recommended employees for promotion and performed corrective actions to reduce misconduct
Tracked company inventory and noted item shortages for future product orders
Answered customer questions and made product recommendations according to needs
Notified employees of policy and procedure changes to promote overall compliance
Reviewed and revised sustainability proposals or policies
Considered cost effectiveness, technical feasibility and acceptance to assess or propose sustainability initiatives.
Education
FINANCIAL PLANNING & WEALTH MANAGEMENT IN FINANCE -
Lambton College of Applies Arts & Technology
Sarnia, ON
12.2018
BACHELOR OF BUSINESS ADMINISTRATION IN BUSINESS ADMINISTRATION - FINANCE -
Gurnu Nanak Dev University
Amritsar, PUNJAB
04.2016
Skills
Accounting in Business
Financial Analysis and Budgeting
Strong Organizational Skills
Confidentiality and Data Protection
Multitasking and Time Management
Excel Spreadsheet
Skilled in Microsoft Office
Certification of Investment funds in Canada
Class 5 Advance Driving License
Cyber Training
References
References available upon request
Timeline
Accountant
Western Canada Heat Exchanger
05.2023 - Current
BOOKKEEPER/ADMINISTRATIVE ASSISTANT
Maggo & Associates Inc
01.2022 - 04.2023
CASHIER ASSISTANT
Costco Wholesale
05.2021 - 10.2022
SUPERVISOR
Ace Liquor Discounter
08.2019 - 05.2021
FINANCIAL PLANNING & WEALTH MANAGEMENT IN FINANCE -
Lambton College of Applies Arts & Technology
BACHELOR OF BUSINESS ADMINISTRATION IN BUSINESS ADMINISTRATION - FINANCE -