Hi, I’m
Sylvana Monteverde
Toronto,ON
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
years of professional experience
Work History
EQ BankToronto, ON
Support Officer Digital Banking
01.2021 - 08.2021
Job overview
- Responsible for receiving and transferring beneficiary forms for TFSA & RRSP ensuring approval based on the accuracy of documentation
- Processed transfer-in requests for registered products such as TFSA & RRSPS
- Back up for Account closures, Withdrawals, and follow-up cases.
- Proved successful working within tight deadlines in a fast-paced atmosphere
- Placed great care in ensuring that day-to-day duties are performed accurately and efficiently
- Collaborated with the Customer Care Team to achieve results
- Worked closely with Management to maintain optimum levels of communication to effectively and efficiently complete projects
- Used Microsoft Word and other software tools to create documents and other communication
- Often participated in software-related training whenever it was provided during lunch hours.
Safedesign Apparel LTD.Toronto, ON, Ontario
Accounts Receivable/Payable, Payroll
07.2020 - 11.2020
Job overview
- Used Blue Link ERP Solution in order to enter invoice and payment information
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Completed bi-weekly payroll for company employees, including calculating taxes, vacation, and sick time.
- Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
- Reached out to vendors and customers to verify information and follow up on client issues.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Processed daily invoices, check requests and wire transfers of foreign and domestic currency.
- Investigated inquiries relating to status of accounts.
- Verified vendor accounts by reconciling monthly statements and related transactions.
- Generated accounts payable reports for management review to aid in financial and business decision making.
- Generated financial statements and reports detailing accounts receivable status
- Kept vendor files accurate and up-to-date to expedite payment processing.
- Assessed data and information to verify entry, calculation and billing code accuracy.
Happy VaperVaughan, ON
Operations Manager
02.2012 - 09.2019
Job overview
- Ensuring daily business operations are carried out, including daily accounting of funds
- Completed all accounting information in Excel and Quickbooks maintained an organized, legible record of all debits and credits
- Responsible for receiving and reviewing all items related to accounts payable and accounts receivable
- Manage payroll and benefits for all employees, including preparing and submitting all payroll information to Payworks (e.g., payroll management system)
- Managing inventory which consistently requires reviewing current products and purchasing duties
- Working closely with distributors in China and in Canada to maintain healthy levels of inventory as well as evaluate new product lines
- Responsible for returning products and ensuring that paperwork is accurate
- Worked closely with Marketing Department to coordinate all communications including preparing product promotions and evaluating profit margins on potential product sales
- Coordinate daily operations which includes scheduling employees to ensure proper coverage, authorizing credits and returns, as required by employees ensuring that company policies are followed and customer satisfaction is maintained
- Cultivated strong business relationships with clients to increase overall experience, satisfaction and retention rates.
- Consulting with distributors and with government to ensure that the company was compliant moving forward
- Implementing changes to company's policies and practices to ensure alignment with recent legislative amendments
GreenFX LandscapingToronto, Ontario
Bookkeeping / Inside Sales
03.2009 - 10.2009
Job overview
- Responded to customer inquiries via telephone and email
- Focused on bookkeeping duties working closely with the accountant and ensuring books, receipts and expenses were always in order and assisting with inside sales
- Created and maintained spreadsheets with customer information and service logs, ensuring confidentiality
- Followed up with clients generated through advertising
- Contacted current customer base to inform them of new services and products
- Formalized intricate quotations, detailing services and delivery schedules
Education
National Polytechnic Institute, Mexico City
International Commerce from Finance
2002
Skills
- Process optimization
- Spreadsheet management
- AR/AP
- Recordkeeping
- Workflow planning
- Time management
- Spanish fluency
- Customer and client relations
- Filing and data archiving
- Bookkeeping
- Supervising staff
- Office management
- Account Reconciliation
- Employee timesheet processing
Timeline
Support Officer Digital Banking
EQ Bank
01.2021 - 08.2021
Accounts Receivable/Payable, Payroll
Safedesign Apparel LTD.
07.2020 - 11.2020
Operations Manager
Happy Vaper
02.2012 - 09.2019
Bookkeeping / Inside Sales
GreenFX Landscaping
03.2009 - 10.2009
National Polytechnic Institute
International Commerce from Finance
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