Shannon Coughlin
Victoria,BC
Summary
I am a detail oriented and motivated finance and accounting professional with over fifteen years of progressive experience in both financial analysis and audit and accounting. I strive for excellence and have a passion for financial investigation and analysis.
Overview
16
16
years of professional experience
Work History
Auditor
Canada Revenue Agency
10.2019 - Current
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
- Planned and executed follow-up audits at appropriate intervals.
- Mentored junior auditors, sharing knowledge and best practices to foster their professional growth within the team.
- Conducted risk assessments to determine areas requiring increased focus during subsequent audits.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Reduced the risk of fraud by implementing effective internal controls and monitoring systems.
- Conducted forensic audits to thoroughly investigate and address suspected fraud activities.
Manager, Projects
Canada Revenue Agency
10.2016 - 10.2019
- Successfully managed multiple simultaneous projects through effective time management skills and prioritization techniques.
- Identified opportunities for process improvements, implementing changes that increased efficiency across all projects.
- Mentored and coached team members, promoting professional growth and skill development.
- Developed strong relationships with stakeholders to ensure alignment of goals and expectations.
- Coordinated with other departments to create comprehensive plans addressing all aspects of assigned projects.
- Adapted quickly to shifting priorities while maintaining focus on achieving long-term objectives in a dynamic environment.
- Enhanced team collaboration through the development of communication channels and regular progress meetings.
- Assisted senior leadership in strategic planning efforts by offering expert insights into current trends affecting the industry landscape.
- Monitored project performance to identify areas of improvement and make adjustments.
- Planned, designed, and scheduled phases for large projects.
Technical Advisor
Canada Revenue Agency
07.2014 - 10.2016
- Delivered technical training for collections team.
- Performed analysis and assessments of performance outcomes.
- Recognized gaps in training and formulated targeted development plans for collectors.
- Designed and executed training material for collections personnel.
- Engaged with multiple advisor teams and departmental units to address ongoing issues faced by collectors.
- Verified compliance of all collection processes with legal and regulatory standards.
Collections Officer
Canada Revenue Agency
06.2013 - 07.2015
- Managed a portfolio of delinquent accounts, effectively prioritizing high-risk cases to minimize potential losses.
- Maintained accurate records of all collections activities, ensuring proper documentation for auditing purposes.
- Conducted investigations to locate assets of tax debtors.
- Performed debt recovery actions within compliant legal frameworks.
- Evaluated financial information to identify suitable collection strategies.
Trainer
Coast Capital Savings Credit Union
04.2011 - 06.2013
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Provided one-on-one mentoring to help individuals reach their full potential within the organization.
- Coached employees on best practices, providing constructive feedback to support their professional growth.
- Evaluated the effectiveness of training initiatives by tracking participant progress and gathering feedback for continuous improvement.
Financial Services Representative
Coast Capital Savings Credit Union
01.2010 - 03.2011
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Customer Service Representative
Coast Capital Savings Credit Union
07.2009 - 08.2010
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Education
Post-Baccalaureate Diploma - Accounting And Finance
Camosun College
Victoria, None04.2025
Associate's Degree - Biological And Physical Sciences
Camosun College
Victoria, None12.2024
Bachelor Of Commerce - Management
Royal Roads University
Victoria, None03.2014
Diploma - Human Resources Management
Camosun College
Victoria, None12.2011
Skills
- Proficient with Excel and MS office Suite
- Verbal and written communication
- Attention to detail
- Investigation and analysis
- Financial analysis
- GAAP and IFRS
- Canadian Audit Standards
- Team work and collaboration
Timeline
Auditor
Canada Revenue Agency
10.2019 - Current
Manager, Projects
Canada Revenue Agency
10.2016 - 10.2019
Technical Advisor
Canada Revenue Agency
07.2014 - 10.2016
Collections Officer
Canada Revenue Agency
06.2013 - 07.2015
Trainer
Coast Capital Savings Credit Union
04.2011 - 06.2013
Financial Services Representative
Coast Capital Savings Credit Union
01.2010 - 03.2011
Customer Service Representative
Coast Capital Savings Credit Union
07.2009 - 08.2010
Post-Baccalaureate Diploma - Accounting And Finance
Camosun College
Associate's Degree - Biological And Physical Sciences
Camosun College
Bachelor Of Commerce - Management
Royal Roads University
Diploma - Human Resources Management
Camosun College
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