Sherry Picone
Supervisor, Accounting
Grimsby,Ontario
Summary
A professional and dedicated team member who is exceptionally organized with attention to detail. Handles multiple projects simultaneously with a high degree of accuracy, under strict deadlines. Proven track record of providing exceptional client service in high stress situations.
Motivated work ethic to perform effectively independently or in team environments. Excellent communication, planning and prioritization skills demonstrated through 20+ years of performance.
Overview
22
22
years of professional experience
22
22
years of post-secondary education
Work History
Supervisor
Stern Cohen LLP
12.2021 - Current
- Manage book of 200 + clients.
- Manage, train and support staff.
- Strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Expertise in developing and delivering monthly, quarterly, and annual reports for management/clients within tight deadlines.
- Review and prepare compilation financial statements and corporate tax returns.
- Review and prepare personal income tax returns.
- Accounting software support (Quick Books, Sage 50).
- Payroll including T4 summary and slips, along with monthly remittances.
- Prepare and file HST remittance and reconciliations.
- Prepare and file T3 Trust returns.
- Prepare and file T5 summary and slips.
- Software used daily/frequently: Microsoft Excel,Word, Teams, Outlook, Caseware, Caseview, TaxPrep, Quickbooks, Sage 50.
- Social committee leader.
Secretary of the Board of Directors
Habitat For Humanity, Niagara
06.2023 - Current
Senior Accountant
BDO Canada
01.2017 - 01.2021
- Provided services in various departments when required.
- Managed corporate group of 25 companies for development company.
- Worked with audit staff on client site as an accounting consultant.
- Support bookkeepers/owners with all aspects of bookkeeping and government reporting.
- Expertise in developing and delivering monthly, quarterly, and annual reports for management/clients within tight deadlines.
- Review and prepare compilation financial statements and corporate tax returns.
- Review and prepare personal income tax returns.
- Accounting software support (Quick Books, Sage 50).
- Train and support staff.
- Payroll including T4’s, T4 summaries and monthly remittances.
- Prepare and file HST remittance and reconciliations.
- Prepare and file T3 Trust returns.
- Prepare and file T5 summary and slips.
- Served on Health and Safety committee.
- Software used daily/frequently: Microsoft Excel,Word, Teams, Outlook, Caseware, Caseview, TaxPrep, Quickbooks, Sage 50.
Bookkeeper
SMI Accounting Services (Self-employed)
01.2005 - 01.2021
- Provided accounting and bookkeeping services for 50+ corporate owner ran companies and personal income tax clients.
- Maintained and processed invoices and deposits.
- Posted daily receipts and payments in accordance with corporate protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Organized and carried out proactive month-end, quarterly and year-end processes.
- Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Identified accounting errors when cross-referencing documents and database information.
- Calculated deductions and processed payroll for employees.
- Reduced financial discrepancies through transaction monitoring and management.
- Reconcile and file HST.
Senior Staff Accountant
Beckett Lowden Read, LLP
01.2005 - 01.2017
- Support bookkeepers/owners with all aspects of bookkeeping and government reporting.
- Expertise in developing and delivering monthly, quarterly, and annual reports for management/clients within tight deadlines.
- Review and prepare compilation financial statements and corporate tax returns.
- Review and prepare personal income tax returns.
- Train and support staff.
- Payroll including T4’s and CRA remittances.
- HST remittance and reconciliations.
- Preparing budgets.
- Accounting software support (Quick Books, Sage 50).
- Software used daily/frequently: Microsoft Excel and Word,Microsoft Teams and Zoom, Microsoft Outlook, Caseware and Caseview and TaxPrep, Dr.Tax, Profile, Quickbooks, Sage 50.
Owner, Operator
Quick and Tidy Cleaning Services
01.2002 - 01.2017
- Provided full cleaning services to 3 office buildings on a weekly basis.
- Cleaned desks, office equipment, walls, files, ledges and countertops by dusting surfaces.
- Worked alongside other cleaners to complete jobs in corporate office buildings.
- Emptied trashcans and transported waste to collection areas.
- Used time management and efficient cleaning methods to meet deadlines.
- Mixed, used and properly stored hazardous chemical cleaners to reduce risk of injury or illness.
- Delivered quality customer service to address urgent needs and cleaning requests.
- Organized and used industrial cleaning products following strict safety procedures.
- Ordered new cleaning supplies for upcoming jobs.
- Cleaned after construction using maximum strength cleaning solutions and equipment.
- Maintained cleanliness of restrooms by washing down and properly sanitizing walls, floors and toilets.
- Used vacuum and shampooers to clean carpeted areas in offices, lobbies and corridors.
Chief Financial Officer
Sears Indoor Clean Air Services
01.2002 - 01.2015
- Provided full services bookkeeping and accounting services for busy HVAC business.
- Prepared weekly payroll for 30 employees.
- Effectively assist with daily crew and salesperson schedules.
- Prepared accurate financial statements at end of quarter to summarize financial health and performance of business.
- Oversaw accounts payable and receivable to track income and expenditures and provide financial information.
- Managed and led direct reports to Sears head office.
- Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
- Analyzed inventory strategy, reduced expenses and renegotiated contracts with vendors to increase profit margin.
- Prepared year-end file for accountants.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Developed future financial plans to inform critical decision-making related to spending cuts, rightsizing labor force and timing planned business investments.
- Reconcile and file WSIB, HST and EHT remittances.
Education
Some College (No Degree) - Business Administration
Georgian College
Barrie 09.1996 - 06.2018
Skills
Detail oriented
Organized
Team mindness
Training and mentoring
Problem-solving and critical thinker
Client relations
Efficient under pressure
File and priority management
Scheduling
Compilation financial reporting and presentation
Corporate, trust and personal tax
Payroll
Government filings
Microsoft Office (Excel,Word,Teams)
CaseWare, CaseView, TaxPrep
Timeline
Secretary of the Board of Directors
Habitat For Humanity, Niagara
06.2023 - Current
Supervisor
Stern Cohen LLP
12.2021 - Current
Senior Accountant
BDO Canada
01.2017 - 01.2021
Bookkeeper
SMI Accounting Services (Self-employed)
01.2005 - 01.2021
Senior Staff Accountant
Beckett Lowden Read, LLP
01.2005 - 01.2017
Owner, Operator
Quick and Tidy Cleaning Services
01.2002 - 01.2017
Chief Financial Officer
Sears Indoor Clean Air Services
01.2002 - 01.2015
Some College (No Degree) - Business Administration
Georgian College
09.1996 - 06.2018
Similar Profiles
AYRIKA M. LAWAYRIKA M. LAW
Legal Secretary at Murtaugh Treglia Stern & Deily LLPLegal Secretary at Murtaugh Treglia Stern & Deily LLP
Jasmin GonzalezJasmin Gonzalez
Law Office Assistant at Elliott Stern Calabrese LLPLaw Office Assistant at Elliott Stern Calabrese LLP
Loren N. CabreraLoren N. Cabrera
Intake Coordinator at Bangel, Cohen & Falconetti LLPIntake Coordinator at Bangel, Cohen & Falconetti LLP