Summary
Overview
Work History
Education
Skills
Timeline
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Rebecca Worsfold

Trail,BC

Summary

Dedicated and detailed-oriented Operations & Finance Coordinator with 7+ years of experience, excelling in financial oversight, accounts reconciliation and maintaining accurate ledgers while providing exceptional service to clients and team members. Proficient in accounting software, Microsoft Excel, and various office software systems. Demonstrates communication and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to growth and learning new skills.

Overview

14
14
years of professional experience

Work History

Operations & Finance Coordinator

Red Property Management LTD.
11.2018 - Current


  • Manage trust accounting, ensuring accurate allocation of guest revenue and owner distributions
  • Prepare and send monthly owner statements with revenue summaries and expense breakdowns
  • Reconcile daily revenue from all channels and address discrepancies
  • Maintain detailed ledgers and accurate bookkeeping records
  • Track and code operational expenses; oversee accounts payable and receivable
  • Issue vendor payments and follow up on outstanding balances
  • Prepare monthly financial summaries and reporting packages
  • Support year-end financial documentation and coordination with external accountants
  • Maintain compliant, audit-ready financial documentation
    Reservations & Operational Support
  • Provide reservation and payment support
  • Respond to owner/guest inquiries, assist with bookings, and handle payment issues when needed
  • Coordinate with the Director of Lodging to align financial operations with occupancy and owner needs
  • Troubleshoot billing or system discrepancies on OTA and PMS platforms

Customer Service Representative

FortisBC
01.2015 - 02.2019
  • Delivered exceptional service to customers by providing knowledge of products and services and creating welcoming, positive experiences.
  • Interact with customers for a variety of services including billing, account and collections information, and promoting new products and services
  • Process new and existing customer applications, customer moves and payment plans
  • Responded to customer requests for products, services, and company information.
  • Respond to questions regarding rate change, meter inquiries, high bills, consumption and energy efficient programs
  • Use computer systems and software applications in the course of performing day-to-day tasks
  • Respond to emergency calls by obtaining information in accordance with established emergency procedures
  • Process information requested by customers such as consumption and financial history
  • Participate in ongoing training to ensure that knowledge of customer service practices are effective when carrying out varieties of day-to-day tasks


Receptionist

Better Life Fitness
06.2011 - 12.2013
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
  • Organized, maintained and updated information in computer databases.
  • Collected payments, processed transactions and updated relevant records.
  • Prepared daily cash reconciliations

Education

Diploma - Business Administrative Assistant

Sprott Shaw College
Kelowna, BC
08-2014

Diploma - Certified Dental Assistant

Camosun College
Victoria
05-2011

High School Diploma -

Rossland Secondary School
Rossland, BC
06-2009

Skills

  • Clear and professional communication skills
  • Excellent attention to detail and strong numerical accuracy
  • Proficient in Excel and accounting software such as Sage & Acumatica
  • Strong organizational and time management skills
  • Ability to work independently and meet strict reporting deadlines
  • Records maintenance
  • Accounts payable & receivable management
  • Expense tracking
  • General ledger maintenance
  • Financial analysis
  • Financial statement preparation
  • Front desk clerical & guest services

Timeline

Operations & Finance Coordinator

Red Property Management LTD.
11.2018 - Current

Customer Service Representative

FortisBC
01.2015 - 02.2019

Receptionist

Better Life Fitness
06.2011 - 12.2013

Diploma - Business Administrative Assistant

Sprott Shaw College

Diploma - Certified Dental Assistant

Camosun College

High School Diploma -

Rossland Secondary School

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Rebecca Worsfold