STEPHANIE JACOBS
SHAUNAVON,SK
Summary
Results-driven Service Sales Manager with over 10 years of experience in financial analysis and client relations. Specializes in driving growth through strategic change management and process automation, while enhancing customer retention and team collaboration. Committed to fostering innovation and improving operational efficiency to elevate customer satisfaction.
Overview
35
35
years of professional experience
Work History
Senior Bookkeeper and Administrator
A&B Auto Centre
Shaunavon, Saskatchewan
01.2026 - Current
- Managed bookkeeping records for auto service invoices and customer payments at A&B Auto Centre, streamlining financial tracking and reporting.
- Handled accounts payable and receivable transactions, maintaining accurate financial records and supporting cash flow management.
- Processed monthly payments for PST, GST, corporate tax, and source deductions, ensuring compliance with regulatory requirements.
- Dispatching tow trucks
- Reconciled bank statements and general ledger entries for A&B Auto Centre.
- Processed customer invoices, vendor bills, and payment postings.
- Maintained accurate bookkeeping records using automotive service accounting systems.
- Monitored cash flow and organized daily deposit records.
- Prepared payroll support and tracked employee time records.
- Supported year-end tax files and audit documentation for the business.
- Coordinated with service advisors and management on billing and account issues.
- Prepared monthly financial statements, including balance sheets, income statements and cash flow statements.
- Analyzed financial data to identify discrepancies or errors.
- Monitored accounts receivable and maintained aging report to identify overdue accounts.
- Created balance sheets, income statements and tax reports.
- Monitored cash balances across multiple entities in order to ensure sufficient funds are available when needed.
- Ensured compliance with all applicable laws and regulations related to bookkeeping activities.
- Generated ad-hoc reports as requested by management team members.
- Recorded daily transactions in the company's accounting system.
- Received and recorded cash, checks and transfers.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Matched orders with invoices and recorded required information.
- Calculated and produced checks for utilities, taxes and other operational payments.
- Performed financial calculations for amounts due, interest charges and balances.
- Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
- Managed customer records and service files for auto centre operations.
- Scheduled repair appointments and coordinated daily workshop bookings.
- Prepared invoices, receipts, and payment records for vehicle services.
- Supported front desk administration and customer service tasks.
- Provided general administrative support to staff members.
- Monitored emails, sorted mail and distributed correspondence accordingly.
- Performed data entry tasks into computer databases from paper documents.
- Answered incoming calls and responded to customer inquiries.
- Maintained filing system for important documents such as contracts and invoices.
- Ensured that all paperwork was completed accurately before submission deadlines.
- Checked office stock to determine supply levels and maintain inventory.
- Responded promptly to customer complaints in a professional manner.
- Followed up with customer accounts to resolve unpaid or past due accounts.
- Improved office organization by developing filing system and customer database protocols.
- Updated databases with new employee information, job changes and terminations.
- Coordinated meetings, conferences, travel arrangements.
- Monitored payroll, credit card purchases and invoicing to prevent financial errors.
- Handled correspondence, including drafting emails, memos, and reports for senior management.
- Performed basic bookkeeping tasks such as reconciling accounts receivable and payable.
- Negotiated contracts with vendors and service providers to optimize costs and efficiency.
- Assisted in the recruitment process, from posting job ads to organizing interviews and onboarding new hires.
- Conducted performance evaluations and recommended training programs for staff development.
- Managed day-to-day office operations, ensuring efficient workflow and adherence to policies.
- Facilitated communication between departments to support project completion and goal achievement.
- Supervised administrative staff, delegating tasks and managing workload distribution.
- Administered benefits programs, including health insurance and retirement plans.
- Served as the primary point of contact for external stakeholders, including clients and partners.
- Maintained positive working relationship with fellow staff and management.
- Identified needs of customers promptly and efficiently.
- Worked closely with human resources to support employee management and organizational planning.
RETAIL STORE MANAGER
Swift Current Building Supplies Ltd.
Swift Current, Sask
06.2023 - 06.2024
- Maintained open, transparent, and ongoing communication — keeping stakeholders informed and involved at every stage.
- Streamlined inventory tracking, reducing discrepancies and improving order fulfillment accuracy.
- Implemented a new inventory tracking system, reducing stock discrepancies and improving order fulfillment accuracy.
- Streamlined inventory management processes to improve order fulfillment accuracy and reduce stock discrepancies.
- Fostered vendor relationships, securing favorable contracts and ensuring product availability.
- Coordinated with vendors to optimize product assortment, ensuring timely availability and strengthening supply chain reliability.
- Analyzed sales data to inform decisions, boosting sales growth and team efficiency.
- Analyzed sales data to inform strategic decisions, driving noticeable results in sales growth and team efficiency.
- Enhanced team performance by implementing targeted training programs, leading to noticeable gains in customer service quality and sales metrics.
- Managed HR systems to improve staff training and elevate customer service quality.
- Optimized staff scheduling to enhance coverage during peak hours, resulting in improved customer service and increased sales during high-traffic times.
- Developed a new staff scheduling system, improving operational efficiency and enabling better resource allocation to meet peak demands.
- Coordinated team-building workshops to strengthen collaboration and enhance staff engagement.
- Cultivated a positive workplace culture through regular feedback sessions, improving employee morale and engagement.
- Oversaw budget projections, driving cost-effective solutions and financial integrity.
- Conducted comprehensive audits of sales transactions, ensuring compliance and maintaining financial integrity across all operations.
- Implemented operational procedures to enhance workflow efficiency., streamlining operations and reducing inventory discrepancies.
- Analyzed customer feedback to identify service gaps, driving strategic improvements that led to a marked increase in customer satisfaction scores.
- Analyzed all accounting aspects, including accounts receivable and payable. of accounting including: Accounts receivable, accounts payable, payroll, float preparation, bank deposits, p&l.
- Implemented pricing and credit procedures to streamline transactions..
OFFICE ADMIN ASSISTANT
Swift Plumbing & Heating
Swift Current, Sask
09.2022 - 01.2023
- Prepared and presented merchandise quotations, facilitating sales processes and enhancing customer engagement.
- Reconcile accounts payable, cash sales, and deposits, ensuring accurate financial records.
- Answered multi-line phone, directed calls, and managed office supplies and mail to ensure smooth office operations.
- Strategize for administrative excellence:Streamlined invoicing processes, enhancing cash flow management and ensuring timely payments from clients.
- Prepare job cards, establish prioritization then schedule daily/monthly/yearly job calendar for 13 service men.
- Guided customers to the correct parts or departments, improving service efficiency.
- Processed invoices, managed accounts payable, and performed data entry tasks to maintain accurate financial records.
- Maintain vehicle registration and repair records.
- Maintained comprehensive records for vehicle registrations and repairs, ensuring compliance and operational efficiency.
- Analyze account reconciliation discrepancies, leading to improved accuracy and reduced financial errors.
- Manage warehouse operations, including returns, deliveries, and warranties.
- Direct customers to appropriate parts or department.
COURT CLERK/MONITOR
Justice Department
Winnipeg, MB
01.1995 - 01.2003
- Ensured courtroom decorum and operational systems functioned effectively before and during court proceedings.
- Worked in family court, criminal court, and civil court.Fostered respectful courtroom environment through effective management of decorum and operational efficiency, enhancing judicial process.
- Maintained accurate records of court proceedings, enhancing data integrity and facilitating timely access for legal professionals.
- Facilitated communication and coordination among accused, legal counsel, sheriff's officers, crown counsel, police agencies, and probation officers.
- Collaborated with law enforcement and legal representatives to streamline communication, improving case coordination and resolution times.
- Collaborated with legal teams and law enforcement to streamline courtroom communication.
- Adapted to various court settings— family, criminal, and civil—demonstrating versatility and commitment to judicial support.
- Orchestrated court documentation, ensuring accuracy and efficient case management.
- Recording all necessary information such as sentence, remand date, plea, counsel etc.
- Log and keep custody of all exhibits.
- Maintained meticulous custody of evidence, safeguarding integrity and compliance.
- Recorded critical case data, supporting legal standards and case tracking.
- Managed all aspects of human resources operations, including recruitment, employee relations, and compliance.
BUSINESS OFFICE MANAGER
Pa D'or Manufacturing
01.1992 - 07.1995
- Processed payroll, accounts payable and receivable, cash sales, bank deposits, data entry, garnishment orders.
- Managed HR and financial tasks, maintaining payroll accuracy and efficient account handling.
- Supervise, hire, train and develop talent.
- Performance appraisals and disciplinary report filing.
- Streamline human resources functions including onboarding, offboarding, training.
- Managed daily operations to ensure efficiency and productivity across all departments.
- Monitored staff performance metrics, identifying trends and implementing targeted feedback strategies to elevate overall team performance.
- Fostered a positive workplace culture by mentoring staff and addressing concerns, contributing to higher employee satisfaction and retention.
- Monitored staff performance metrics, identifying trends and implementing feedback strategies to elevate team performance.
- Coordinated with cross-functional teams to optimize delivery routes, resulting in improved logistics efficiency and cost savings.
- Developed a comprehensive filing system for Workers' Compensation claims, ensuring timely submissions and compliance with regulatory standards.
- Plan delivery and pick up routes.Streamlined HR processes, enhancing onboarding efficiency and reducing time-to-hire, leading to improved team productivity.
- Streamlined HR processes, enhancing onboarding efficiency and reducing time-to-hire, contributing to improved team productivity.Optimized inventory systems, boosting order precision and minimizing stock errors.
- Implemented cost-reduction strategies, achieving measurable savings while maintaining product quality and supplier relationships.
- Spearheaded team efforts to refine production schedules, elevating output and meeting deadlines.
- Oversaw the integration of new production technologies, leading to enhanced manufacturing capabilities and increased output.
- Facilitated regular strategy sessions with key stakeholders, strengthening alignment on project goals and driving successful outcomes.
- Developed a comprehensive filing system for Workers' Compensation claims, ensuring timely submissions and compliance with regulatory standards.
- Prepare and file Worker's Compensation claims, produce T-4 slips and ROE for employees.
- Prepare US customs invoicing, schedule deliveries, receive inventory, filing.
- Operations management.
- Encouraged team engagement through regular feedback sessions, resulting in improved morale and a more cohesive work environment.
SALES ASSOCIATE
Tare N Wear
Swift Current, SK
06.2024
- Provided exceptional customer service, fostering a welcoming environment that encouraged repeat business and strengthened brand loyalty.
- Assisted in inventory management, improving stock accuracy and reducing discrepancies for seamless customer shopping experiences.
- Engaged with customers passionately, creating a welcoming atmosphere that encouraged repeat visits and strengthened community ties.
- Cultivated strong customer relationships through personalized service, significantly boosting repeat business and enhancing brand loyalty.
- Enhanced customer engagement through personalized service, cultivating lasting relationships and driving repeat business.
- Worked closely with team members to execute promotional campaigns, resulting in noticeable increases in foot traffic and sales.
- Executed daily sales reconciliations, ensuring financial accuracy and compliance with corporate policies.
- Enhanced customer engagement through personalized service, cultivating relationships that drove repeat business.
Education
LEADERSHIP EXCELLENCE -
Colorado College
HUMAN RESOURCES MANAGEMENT -
Letbridge College
TALENT AND PERFORMANCE MANAGEMENT -
Letbridge College
HIGH PERFORMANCE ORGANIZATION -
Letbridge College
LEGAL ADMINISTRATION/SECRETARY -
National Training Institute
Winnipeg, MBSkills
- Customer Service, Paperwork Management, Team Collaboration, Time Management, Client Relations, Conflict Resolution, Administrative Excellence, Operational Efficiency, Research Skills, Technical Support, Data Entry, Customer Engagement, Training Development, Vendor Management, Strategic Planning, Change Management, Financial Analysis, Performance Metrics, Leadership Skills, Customer Retention, Budgeting, Staff Development, Data Analysis, Supply Chain Management, Process Automation, Quality Assurance, Performance Improvement, Team Leadership, Problem Solving, Relationship Building, Analytical Thinking, Creative Strategy
- Accounts payable
- Accounts receivable
- Payroll processing
- Financial Reporting
Personal Information
Title: Service Sales Manager
ADDITIONAL INFORMATION
Title: Service Sales Manager
Timeline
Senior Bookkeeper and Administrator
A&B Auto Centre
01.2026 - Current
SALES ASSOCIATE
Tare N Wear
06.2024
RETAIL STORE MANAGER
Swift Current Building Supplies Ltd.
06.2023 - 06.2024
OFFICE ADMIN ASSISTANT
Swift Plumbing & Heating
09.2022 - 01.2023
COURT CLERK/MONITOR
Justice Department
01.1995 - 01.2003
BUSINESS OFFICE MANAGER
Pa D'or Manufacturing
01.1992 - 07.1995
LEADERSHIP EXCELLENCE -
Colorado College
HUMAN RESOURCES MANAGEMENT -
Letbridge College
TALENT AND PERFORMANCE MANAGEMENT -
Letbridge College
HIGH PERFORMANCE ORGANIZATION -
Letbridge College
LEGAL ADMINISTRATION/SECRETARY -
National Training Institute