Tammy Chaffey
Grimshaw,AB
Summary
Being results-driven with 15 years of financial industry experience, I am proficient in process improvement with a history of streamlining processes to save time and reduce errors. Adaptable, analytical and skilled in performing administrative tasks.
Overview
33
33
years of professional experience
Work History
Finance Coordinator
The Peace River School Division
04.2008 - Current
- Oversee accounts payable and receivable transactions.
- Gather and collect all financial information for business and verify accuracy in system.
- Create and verify invoices.
- Resolve issues through active listening and open-ended questioning, escalating major problems to manager.
- Delegate tasks to administrative support staff to organize and improve office efficiency.
- Optimize organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Develop internal requirements and standards to minimize regulatory risks and liability across programs.
- Provide backup to front desk to step in to assist with various tasks whenever employee was absent.
- Implement project management techniques to overcome obstacles and increase team productivity.
- Avoid late penalties by scheduling payments in advance.
- Oversee and process Division Purchase Cards
- Software training and support for School Office Managers/Admin Staff with PowerSchool AtrieveERP and Kev School Cash
- Monthly and yearly balancing of General Ledger Accounts
- Journal entry preparation and processing
- Bank account reconciliations
- Security updates and access for employees within Software
Account Manager
RBC Royal Bank
03.2006 - 04.2008
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Set clear sales goals to identify activities and behaviors to advance sales process and close deals.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Built relationships with customers and community to promote long term business growth.
- All sales aspects of banking; Mortgages, Credit, Investments and Day to Day Banking Solutions
Senior Account Manager
Scotiabank
03.1991 - 02.2006
- Mentored junior account management professionals to develop skills and increase company revenue.
- Provided extensive support in sales, technical and business areas to key accounts.
- Worked with customers to develop strategic business and account plans.
- Training Officer: Training and cross-training of all staff at branch level at various locations.
- Backup for staff vacancies in multiple postions.
Education
No Degree - Personal Financial Planner
Institute of Canadian Bankers
Virtual/Intense Courses05.2007
Skills
- Records Maintenance
- Auditing Skills
- Account Reconciliation
- Accounts Payable Management
- Accounts Receivable Management
- Bank Reconciliation
- General Ledger Maintenance
- Bookkeeping
- Data Entry
- Customer Service
- Multitasking and Organization
- Staff Training
- Microsoft Office
- Coaching and Mentoring
Accomplishments
*Treasurer for AtrieveERP Users group gave me an opportunity to meet and learn from a wide array of connections.
*Running two sole proprietor businesses and participating in customer service through vendor markets.
*Owned a bookkeeping Company with 17 clients and two part time staff for 3 years.
*Beta test new programs (AtrieveWeb and Purchase Cards) for PowerSchool AtirieveERP.
Timeline
Finance Coordinator
The Peace River School Division
04.2008 - Current
Account Manager
RBC Royal Bank
03.2006 - 04.2008
Senior Account Manager
Scotiabank
03.1991 - 02.2006
No Degree - Personal Financial Planner
Institute of Canadian Bankers
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