Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Treasury Clerk
Fraser Health
New Westminster, British Columbia
03.2024 - Current
Handling Lifeline accounts such as account set up and termination, invoicing and billing adjustments.
Recording check payments for various accounts and departments.
Generating monthly account balance summaries for management review.
Researching discrepancies in financial data to ensure accuracy such as hospital cafeteria.
Handling internet banking, processing payments, printing checks and recalling payments.
Treasury Revenue Clerk
Fraser Health
New Westminster, BC
02.2022 - 03.2024
Recording revenue and posting entries to ensure accurate recording in Meditech and general ledger.
Balancing cash float and preparing bank deposits; ordering funds from the bank as required ensuring an adequate supply of change is on hand to meet cashier's needs.
Identifying billing differences and contacting external agencies to ensure billing is correctly recorded and processed in a timely manner; identifies missed billing opportunities.
Answering, returning and following up on external and internal telephone calls from customers, patients, family, staff and outside agencies regarding complaints, questions and credit card payments.
Generating revenue by invoicing patients and insurance companies as per patient's requests of preferred accommodation.
Fulfilling cash orders of cashier's and cafeteria sites of health care.
Accounting Assistant/Bookkeeper
Sohal CPA Accounting
Surrey, BC
11.2020 - 12.2021
Performed bookkeeping functions in a computerized system.
Answered clients queries and returned calls.
Performed reconciliation of various bank and GL accounts.
Assisted in preparing year end working papers.
Maintained general ledger and financial statements.
Prepared appropriate supporting documentation prior to payment.
Assisted in filling GST, PST and WCB.
Assisted in collecting tax papers from the clients and filed simple tax returns.
Answered basic queries of tax related questions.
General Manager
McDonalds
Kelowna, BC
05.2018 - 11.2020
Coordinated the daily operations of the different departments of the restaurant.
Organized the work activities and established work schedules and prioritized and delegated managers and staff assignments.
Evaluated quarterly and yearly performance reports of employees and recommended and implemented new techniques for the advancement of the restaurant.
Delivered exceptional client experiences through hands-on leadership of associates and managers.
Managed, recruited, provided orientation to the new staff.
Developed and implemented staff development retention plans.
Promoted understanding between staff and management.
Investigated and responded to complaints or concerns.
Conducted performance evaluations for employees and management.
Reviewed and maintained employee records, scheduling, on-call schedules, vacation requests.
Developed and maintained a safe and healthy work environment by following health and safety standards and practices.
Treasury Supervisor-Part-Time
Esso Gas Station
Kelowna, BC
11.2017 - 06.2019
Enhanced treasury operations by implementing efficient cash management strategies and procedures.
Provided ongoing training to address staff needs..
Prepared daily cash register drawers by carefully counting out correct change levels and documenting totals.
Authorized discounts and special actions to resolve customer disputes and maintain satisfaction.
Trained new team members on cash register operation, stock procedures and customer service.
Inventoried stock and placed new orders to keep supplies within optimal levels for expected demands.
Developed and maintained a safe and healthy work environment by following Health and Safety standards and practices.
Established and maintained effective working relationships, ongoing communications with staff.
Education
Federal Income Tax Level 1 -
H&R Block
Surrey, BC
12.2022
Post Degree Diploma in Business Management -
Northern Lights College
Dawson Creek, BC
04.2017
Bachelors of Electronics And Communication Engg. -
University College of Engineering
Patiala, India
04.2015
Skills
Experienced in office administration, supervisory and clerical tasks
Advanced knowledge of MS Excel, Word, Outlook and databases
Excellent written and verbal communication skills
Ability to type 45 wpm
Knowledge of Meditech, Paris, Sage and Magic
Education
Surrey, BC,Dawson Creek, BC,Patiala, India
Contact
Surrey, BC V3X 1R4
Timeline
Treasury Clerk
Fraser Health
03.2024 - Current
Treasury Revenue Clerk
Fraser Health
02.2022 - 03.2024
Accounting Assistant/Bookkeeper
Sohal CPA Accounting
11.2020 - 12.2021
General Manager
McDonalds
05.2018 - 11.2020
Treasury Supervisor-Part-Time
Esso Gas Station
11.2017 - 06.2019
Federal Income Tax Level 1 -
H&R Block
Post Degree Diploma in Business Management -
Northern Lights College
Bachelors of Electronics And Communication Engg. -
University College of Engineering
Similar Profiles
COLLEEN SCHNEIDERCOLLEEN SCHNEIDER
Food Service Worker at FRASER HEALTHFood Service Worker at FRASER HEALTH