Shauna Whitehead
Cochrane,AB
Summary
I seek a position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
I am a dynamic professional, with a proven track record in excelling at customer service while remaining efficient and adhering to compliance. I
have leveraged auditing abilities to ensure accuracy, which are
demonstrated through my meticulous attention to detail and exceptional organizational skills. I am highly successful at managing multiple priorities with a positive attitude and a willingness to take on added
responsibilities to meet team goals.
Overview
17
17
years of professional experience
Work History
Accounts Payable and Receivable Clerk
Air Condition & Mechanical Maintenance
09.2024 - 03.2025
- Provided exceptional customer service when addressing client inquiries regarding billing or payment matters, resulting in improved client satisfaction levels.
- Prepared vendor invoices and processed incoming payments.
- Accurately processed high volumes of invoices within tight deadlines while maintaining a low error rate.
- Processed and recorded accounts receivable transactions to facilitate prompt collection of customer payments.
- Tracked customer invoices to facilitate prompt and accurate payments.
- Reconciled customer accounts and resolved discrepancies to maintain accuracy and resolve issues.
Level 1 Tax Professional
H&R Block Canmore
01.2023 - 06.2024
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Achieved high levels of accuracy in data entry tasks while adhering to strict deadlines.
- Assisted in financial tasks such as invoicing, expense tracking, and bank deposit preparation to ensure accuracy.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Prepared personal tax returns for clients according to provincial and federal requirements.
- Analyzed financial records to verify accuracy of tax returns.
- Developed spreadsheet models to accurately track tax information.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Front Desk Supervisor
Super 8 Cochrane
01.2017 - 12.2022
- Provided exceptional customer service, leading to positive online reviews and repeat business from satisfied guests.
- Collaborated with team members to handle guest requirements from check-in through check-out.
- Entered and updated sensitive customer information during check-ins and room changes.
- Resolved guest complaints with tact and diplomacy, maintaining a positive image for the hotel brand.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Enhanced financial reporting accuracy by diligently reconciling accounts and identifying discrepancies.
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Expedited invoice processing with effective communication between internal departments and external vendors.
Registry Agent
Canmore Registry
11.2014 - 05.2017
- Provided exceptional customer service, addressing concerns professionally and promptly resolving issues that arose during transactions.
- Ensured compliance with provincial regulations, verifying the accuracy of submitted documents for various transactions.
- Safeguarded sensitive customer data by adhering to strict confidentiality policies and practices, ensuring the privacy of clients was protected at all times.
- Developed rapport with customers through courteous interactions, resulting in positive feedback from clients about their experiences at the registry office.
- Collaborated with team members to ensure consistency in service quality and adherence to procedures.
- Assisted customers in completing required forms accurately, ensuring all documentation was completed correctly before submission.
- Handled difficult situations calmly, demonstrating professionalism
- Increased customer satisfaction by efficiently processing vehicle registrations and other registry services provided.
- Enhanced communication with customers by providing clear and concise information on registration requirements and procedures.
Reservations Coordinator
Grande Rockies Resort
08.2009 - 11.2014
- Streamlined reservation processes for increased efficiency and reduced booking errors.
- Maintained up-to-date knowledge of hotel promotions, rates, and availability for accurate bookings.
- Maintained accurate records of all reservations ensuring no overbooking or double-bookings occurred.
- Managed large call volumes, maintaining professionalism and attention to detail under pressure.
- Conducted regular audits of reservation systems data entry accuracy, identifying areas of improvement for overall efficiency and guest satisfaction.
- Enhanced guest satisfaction by efficiently managing reservations and providing accurate booking information.
- Collaborated with other departments to ensure seamless guest experience from reservation to checkout.
- Utilized various software systems for efficient reservation processing and data management.
- Addressed customer concerns and resolved issues, resulting in improved guest relations.
- Confirmed group bookings while coordinating with event planners for smooth execution of events at the hotel property.
- Delivered exceptional service through active listening, empathy, and clear communication with guests during phone interactions.
Customer Service Representative
CIBC Bank
05.2008 - 08.2009
- Managed various banking transactions while maintaining attention to detail, ensuring seamless customer experience.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Counted and packaged foreign currency and coins from all tellers.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Completed highly accurate, high-volume money counts of ATMs.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Executed wire transfers, stop payments and account transfers.
Education
No Degree - Level 1 Tax Professional
H&R Block Tax Academy
Calgary, AB12.2023
Skills
- Customer Service
- Attention to detail
- Organizational skills
- Document Preparation
- Data inputting
- Payment Processing
- Account Reconciliation
- Records Management
- Auditing Abilities
- Quikbooks
- Income Tax Preparation
- Payroll familiarity
Timeline
Accounts Payable and Receivable Clerk
Air Condition & Mechanical Maintenance
09.2024 - 03.2025
Level 1 Tax Professional
H&R Block Canmore
01.2023 - 06.2024
Front Desk Supervisor
Super 8 Cochrane
01.2017 - 12.2022
Registry Agent
Canmore Registry
11.2014 - 05.2017
Reservations Coordinator
Grande Rockies Resort
08.2009 - 11.2014
Customer Service Representative
CIBC Bank
05.2008 - 08.2009
No Degree - Level 1 Tax Professional
H&R Block Tax Academy
Similar Profiles
JAYAKRISHAN SIVASANKARANJAYAKRISHAN SIVASANKARAN
HVAC Engineer at BURAQ AIR CONDITION CONTRACTING & GENERAL MAINTENANCE LLCHVAC Engineer at BURAQ AIR CONDITION CONTRACTING & GENERAL MAINTENANCE LLC
Ngong Kharlvine WaindimNgong Kharlvine Waindim
Archives Clerk at Mumtarin Air-Condition Repairing And MaintenanceArchives Clerk at Mumtarin Air-Condition Repairing And Maintenance
Ahsan Meeraj AnwerAhsan Meeraj Anwer
Senior Health and Safety Advisor at COOL POINT AIR CONDITIONSenior Health and Safety Advisor at COOL POINT AIR CONDITION