Detail-oriented professional with expertise in financial management and budgeting, event planning, project management and client relations. Excellent problem-solving skills and ability to perform well in a team.
Overview
14
14
years of professional experience
Work History
Faculty Development Coordinator
University of Ottawa
02.2020 - Current
Manage the Faculty Development program by supporting the faculty members of the Department through their professional development
Plan events and activities such as faculty development workshops, seminars, annual retreats, orientation of new faculty members and committee meetings
Coordinate all the logistics event planning such as gathering materials, booking rooms, promoting the event, inviting speakers/facilitators, summarizing evaluations and live troubleshooting
Establish and maintain effective relationships with internal and external parties
Assist with the ongoing website content management by updating and maintaining information pertaining to the faculty development program
Lead special projects to develop processes and initiatives in alignment with the strategic plan of the department.
Accounting Coordinator
University of Ottawa
01.2019 - 02.2020
Coordinated and performed various day-to-day financial operations such as recording entries, maintaining ledgers, managing accounts payable and receivable
Prepared reports detailing expenses pertaining to several funding sources received by the Department of Family Medicine
Prepared monthly actual vs
Budget financial statements with variance analysis as well as monthly account reconciliations
Prepared financial reports for external auditors and assist with year-end procedures and Government Tax filing
Supported the accounting team on various projects such as the development of Standard operating procedures (SOPs) and the implementation of the Microsoft Dynamics Business Central ERP.
Account Executive
Commercial Loans Services, National Bank of Canada
11.2016 - 01.2019
Assisted with commercial loan portfolio management and account development
Performed financial statement analysis of receivables, inventories, payables, margin/borrowing base to monitor and control client credit facilities
Applied compliance and risk management standards on a day-to-day basis
Approved and/or recommended appropriate credit terms and credit limits based on customer requests and credit worthiness
Negotiated annual credit reviews on loans with the credit managers
Commercial Banking Services, National bank of Canada
12.2015 - 11.2016
Served as a trusted advisor to commercial banking clients, offering guidance and recommendations on financial products, loans, and strategies to support their business objectives
Identified and pursued new business opportunities, contributing to the growth of the commercial banking portfolio
Offered superior and consistent customer service to all business clients, from SMEs to large companies
Customer Marketing Officer
TD Bank Financial Group
06.2014 - 12.2015
Educated customers on the benefits of MasterCard products and services
Processed balance transfers, insurance enrolment, credit limits increase applications and other credit card related transactions
Provided prompt, courteous and efficient service in order to exceed customer expectations
Achieve departmental sales targets while offering the appropriate products and services to customers.
Administrative Assistant
University of Ottawa
05.2013 - 05.2014
Student Academic Success Service - Access service
Answered emails, telephone and in-person inquiries promptly and politely
Managed the circulation and storage of files in accordance with privacy regulations
Provided administrative support to the Access Service team
Managed employee work schedule and time sheet on a weekly basis for payroll purposes.
Customer Service Representative
National Bank of Canada
07.2009 - 06.2013
Provided excellent customer service to maintain client satisfaction
Assisted customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions
Informed customers on a specific range of bank products and services
Recorded all transactions accurately and balance each day's operations
Maintaining and balancing cash drawers and reconciling discrepancies.
Education
Bachelor of Social Sciences - business administration: marketing, human resources, finance and accounting
University of Ottawa, Secondary School
Ottawa, ON
06.2014
Diploma -
Collège Catholique Samuel-Genest
Ottawa, ON
06.2018
Skills
Event Planning and Project Management
Academic program and Operations Management
Financial Management and Budgeting
Account and portfolio management
Data analysis and reporting
Administrative policies and processes
Additional Information
Excellent fluency in writing and speaking French, English and Creole
Proficient in the use of Microsoft office, SAP, Sage, CRM; Microsoft Dynamics Business
Ability to work well under pressure, and on several projects simultaneously
Excellent organizational and problem-solving skills
Timeline
Faculty Development Coordinator
University of Ottawa
02.2020 - Current
Accounting Coordinator
University of Ottawa
01.2019 - 02.2020
Account Executive
Commercial Loans Services, National Bank of Canada
11.2016 - 01.2019
Advisor
Commercial Banking Services, National bank of Canada
12.2015 - 11.2016
Customer Marketing Officer
TD Bank Financial Group
06.2014 - 12.2015
Administrative Assistant
University of Ottawa
05.2013 - 05.2014
Customer Service Representative
National Bank of Canada
07.2009 - 06.2013
Bachelor of Social Sciences - business administration: marketing, human resources, finance and accounting