Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Trust Accountant
Preszler Injury Lawyers
03.2023 - Current
Prepare and maintain ledgers, journals, and other financial documents related to trust accounts
Ensure strict compliance with legal and regulatory requirements governing trust accounts
Prepare regular financial reports and account statements for clients and management
Administer and maintain client trust accounts, including opening, closing, and reconciling accounts
Process deposits, withdrawals, and disbursements in accordance with client instructions and legal guidelines
Reconcile trust account statements regularly, identifying and resolving discrepancies promptly
Collaborate closely with attorneys, paralegals, and other legal professionals to ensure that trust accounts are managed in line with case requirements
Calculate settlement funds payable to clients, legal fees, HST, and issue trust and general cheques for outstanding accounts and A/P
Prepare commissions payable to each lawyer according to cases settled
Implement internal control procedures to minimize the risk of fraud.
Property Accountant
Little Britain Murp Inc. (Under the same ownership as Preszler)
10.2019 - Current
Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements, to provide accurate financial reporting for property owners
Maintain and update rent rolls, documenting lease terms, rental payments, and any changes in tenant occupancy
Ensure accuracy in rent calculations and collection
Process invoices, track expenses, and manage accounts payable
Additionally, handle rent collection, monitor tenant receivables, and address any discrepancies
Conduct financial analysis to evaluate property performance.
Accountant
Preszler Injury Lawyers
10.2019 - 03.2023
Accurately record journal entries, conduct account reconciliations, maintain comprehensive general ledgers, and generate both monthly and annual financial statements
Skilfully compute, track, file, and remit sales taxes, including HST/GST, ensuring compliance with taxation regulations
Create a diverse range of financial, accounting, and statistical reports that provide insights for informed decision-making
Process and deposit disbursement checks received from third-party entities, ensuring the efficient management of financial inflows
Collaborate in the facilitation of monthly, quarterly, and year-end closing processes, and participate in audits and other financial reporting initiatives
Liaise with the banks and credit card companies, while preparing and authorizing EFTs and Wire payments
Calculate and file quarterly transaction levies and file annual LawPro insurance coverage
Record, reconcile and bill intercompany transactions
Record and reconcile USD account transactions by adjusting foreign exchange
Trained on client billing to assist during busy times.
Junior Accountant
ACS Associates
01.2019 - 10.2019
Demonstrated proficiency in utilizing Sage 50 to record journal entries, reconcile account balances, compile trial balances, maintain general ledger records, and prepare comprehensive financial statements
Prepared client's HST and Corporate tax remittances with use of Tax Cycle software, ensuring timely and accurate compliance with tax obligations
Maintained holding company accounts by verifying, allocating, and reconciling financial transactions and entries
Efficiently executed a range of office administration tasks, contributing to the smooth and organized operation of the workplace.
Co-op Accounting Student
Kaitlin Corporation
09.2017 - 04.2018
Professional experience on the Newstar Home Builder ERP System (REMS)
Thorough understanding of the Accounts Payable procedure by Entering new invoices, processing employee reimbursements, rent, utilities and processing the check runs as per check run schedule
Verified vendor accounts by reconciling monthly statements and related transactions
Charged expenses to relevant accounts and cost centers by analyzing the project and cost codes.
Education
Chartered Certified Accountant -
Association of Chartered Certified Accountant (ACCA)
2023
BSC (HONS) in Applied Accounting -
University of Oxford Brookes
2020
Advanced Diploma in Accounting and Finance -
Seneca College
2018
Skills
Solid decision-making skills
Ability to maintain and monitor records effectively
Strong interpersonal, communication,
Analytical, and organizational skills
Experienced in conflict resolution and problem-solving