SARA CAPLAN
Accounting Graduate
LADYSMITH
Summary
Developed strong analytical skills and attention to detail in financial environment. Managed financial records and data entry with accuracy and efficiency. Seeking to transition to new role where these skills can contribute to organizational success.
Overview
2
2
years of professional experience
2
2
Languages
Work History
Bookkeeping Assistant
EN Bookkeeping
03.2024 - Current
- Implemented orderly, organized filing systems for easy record retrieval.
- Compiled invoices and receipts into spreadsheets to calculate GST and PST for remittances, also used to create the income statements for year ends.
- Ensured accurate recording of financial transactions by meticulously entering data into accounting systems.
- Processed invoices and payments using Sage; entered journal entries and maintained accurate customer information in the system.
- Prepared tax forms and accurately submitted data through the CRA online portal.
Assistant Manager
Bulk Barn
09.2023 - 01.2025
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Took part in the hiring process, onboarding new staff and saw through their training.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Conducted weekly orders, backroom inventory, waste management, and weekly reports to upper management.
- High levels of professional communication with upper management, customers, and vendors through the use of emails and phone calls.
Education
BBA - Accounting
Vancouver Island University
Nanaimo, BC 05.2001 -
Skills
- Experience in data entry
- Proficiency in Sage
- High proficiency in Microsoft Excel and Word
- Excellent customer service
Timeline
Bookkeeping Assistant
EN Bookkeeping
03.2024 - Current
Assistant Manager
Bulk Barn
09.2023 - 01.2025
BBA - Accounting
Vancouver Island University
05.2001 -
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