Sean Wheatley
Accounting
Ilderton,ON
Summary
Resourceful Manager offering history of success coordinating and monitoring operations across various departments. Effective leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Highly committed with hardworking mentality to maintain quality of services and products. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Office Manager/Bookkeeper
Home Hardware Building Centre - London East
London, ON
03.2021 - Current
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
- Processed documents within anticipated timeframes to assist senior leadership.
- Maintained current understanding of provincial and federal accounting procedures to prevent legal or compliance issues.
- Reviewed financial information in QuickBooks to mitigate annual audit risks.
- Performed bi-weekly payroll and coordinated record keeping.
- Managed office operations while scheduling appointments for department managers.
Owner
Sync Bookkeeping
Ilderton, ON
10.2018 - Current
- Led startup and opening of Bookkeeping business and provided business development, creation of operational procedures and workflow planning.
- Honed sales pitches and presentations to create committed base of clientele.
- Secured long-term accounts, managing sales presentations to promote product and brand benefits.
- Complete onboarding and training programs were introduced, surpassing established team sale targets and employee retention goals.
- Assessed business systems and processes, identifying areas for improvement to support future growth.
- Participated in networking events to establish and cement community ties, B2B relationships and industry connections.
- Reviewed bank account statements to reconcile accounts by documenting correct financial information in general ledger.
- Completed payroll for 1-30 employees in QuickBooks, keeping detailed records for long-term accuracy.
- Managed day-to-day business operations.
Manager of Business Operations, Sports & Recreation Services (SRS)
Western University
London, ON
01.2005 - 03.2018
- Developed and monitored the annual budget for Sports & Recreation Services, which is in excess of $10 Million, signing authority of $50,000.
- Provided critical budgetary financial analysis on all business operations to the Director of Sports & Recreation Services to identify best practices.
- Presented budget along with Director to the President/Vice-President group on an annual basis.
- Participated in the senior leadership team to develop strategies and business plans in spending, profit and staff coaching.
- Resolved Human Resources matters in accordance with UWOSA and CUPE Collective Agreement and HR policies by interpreting and applying the agreement.
- Administered entire payroll processes and other transactions for SRS and 600+ employees.
- Selected as Project Manager for all aspects of special projects (i.e. Kirkley Centre, Recreation Centre, turf fields and turf replacement) ensuring on-time completion and within budget.
- Administration of retail operations such as the Mustang Store and Membership Services ensuring that all policies and procedures are followed, both from a departmental and a University level at all times such as credit card and merchant compliance.
- Supervision, performance reviews and professional development of 14 direct reports and 2 indirect reports.
- Areas reporting include; customer service, financial, human resources, travel and information technology.
- Liaised with a large number (500+) of university suppliers negotiating pricing and preferred delivery.
- Reviewed company's strategic plans and developed departmental goals and standards to support vision.
- Devised strategies to boost customer sales and drive referrals due to excellent service resulting in new customer relationships.
Financial Officer, Sports & Recreation Services
Western University
London, ON
10.2003 - 12.2004
- Developed and monitored the annual budget for Intercollegiate Athletics in excess of $3 Million.
- Provided critical budgetary financial analysis on all business operations to the Director of Sports & Recreation Services.
- Processed purchase orders for over 37 university sports activities.
Assistant Director, Sport Western
Western University
London, ON
11.1995 - 09.2003
- Monitored a budget in excess of $500,000.
- Developed policies and procedures for staff and operations.
- Developed various camp curricula, marketing and sponsorship in consultation with sport co-coordinators.
- Supervised over 50 part-time staff including staff performance evaluations.
- Liaised with other faculties in the development of joint programs.
Equipment Manager
Tallahassee Tiger Sharks
Tallahassee, FL
10.1993 - 10.1995
- Responsible of budgeting, purchasing, maintaining, and administering hockey equipment.
- Responsible for team travel.
Staff Accountant
Gee Lambert & Courneya LLP
Arva, ON
02.1992 - 09.1993
- Prepared confidential financial statements for a large client base (in excess of 500) in accordance with government regulations and specifications.
- Processed government forms to necessary specifications.
- Utilized interpersonal skills to help build and maintain effective professional client service teams.
- Demonstrated excellent client service, accounting and technical skills.
Education
Certificate - Accounting
Fanshawe College
04.2009
Skills
- Policy and Procedure Modification
- Business Administration
- Account Reconciliation
- Biweekly Payroll Processing
- Banking Operations
- Credit and Collections
- Financial Reporting
- Human Resources
- Accounts Payable and Receivable
- Budget Administration
- Contract Management
- Business administration
- Profit and Loss
- Business planning
- Negotiation
- Marketing
- Human Resource Management
- Financial Management
Accomplishments
PROJECT MANAGEMENT: Project Manager for the building of the Kirkley Centre, Student Recreation Centre, two artificial turf fields and turf replacement at TD Stadium. Refurbished and redesigned old museum space into a combined museum and retail space, working closely with Alumni groups.
PRODUCTIVITY IMPROVEMENT: Participated in many pilot projects to evaluate PeopleSoft and Mustang Market components by University of Western Ontario's Finance and Human Resources departments. Developed and implemented inventory control system and procedures for retail operations in SRS. Refined human resources records as well as overtime and attendance controls for SRS.
STRATEGIC PLANNING: Participated on the senior leadership team to develop strategies and business plans. Member of the Sports & Recreation Advisory Committee (ex-officio).
Certification
LEADERSHIP:
Meetings that Work (Western) - 2011
Leadership Effectiveness Training (Western) - 2005
HEALTH & SAFETY:
Health & Safety – Supervisor (Western) - 2015
Mental Health Training (Western) - 2015
Bill 168 (Western) - 2010
AODA Leader (Western) - 2009
HUMAN RESOURCES:
Recruitment Skills (Western) - 2013
Dealing with difficult employees - 2006
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Office Manager/Bookkeeper
Home Hardware Building Centre - London East
03.2021 - Current
Owner
Sync Bookkeeping
10.2018 - Current
Manager of Business Operations, Sports & Recreation Services (SRS)
Western University
01.2005 - 03.2018
Financial Officer, Sports & Recreation Services
Western University
10.2003 - 12.2004
Assistant Director, Sport Western
Western University
11.1995 - 09.2003
Equipment Manager
Tallahassee Tiger Sharks
10.1993 - 10.1995
Staff Accountant
Gee Lambert & Courneya LLP
02.1992 - 09.1993
Certificate - Accounting
Fanshawe College
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