Tara Davies
Summary
Providing exceptional customer service to customers with previous retail sales experience. Team player, hardworking individual and able to multi task and complete tasks with little or no supervision. Responsible, reliable, and quick to learn new duties.
Overview
14
14
years of professional experience
Work History
Engagement Analyst/Billing Specialist
KPMG LLP
05.2019 - Current
- Work directly with Partners and Managers for preparation and sending invoices to clients on behalf of our partners and managers in timely manner
- Analyze WIPs to ensure billing calculations are correct and processing WIP write offs and obtain approval where necessary
- Review and edit narrative in invoice i.e., punctuation, formatting before sending invoice to client
- Provide proactive approach for billings by arranging weekly meetings or telephone calls to go over schedule of clients
Cash Management Analyst - Cash Management Specialist
BMO Bank of Montreal
02.2012 - 10.2018
- Committed to delivering a great sales experience for clients, by showing them how to send or collect payments with EFT Payments, Wire Payments or Cheque scanner online
- Achieved new sales revenue growth and sustained customer loyalty with a client portfolio of about 300 clients
- Follow through on any client issues that may arise
Member Service Lead
First Calgary Financial
09.2011 - 02.2012
- Provide excellent member service in all areas in the bank
- Greeting clients in person and on the phone
- Verified daily entries, ABMs, and central teller entries to ensure accurate balancing
Loan Service Clerk
ATB Financial
05.2011 - 09.2011
- Generated Alberta Personal Property, Land Titles and Corporate searches for business clients as requested from branches in a timely manner
- Collected all charges for searches and land titles registration
Education
Computerized Accounting -
Academy of Learning Career College
Calgary, AB04.2019
Leadership - undefined
York University
Calgary, AB01.2001
Banking - undefined
East Kootenay Community College
Cranbrook, BC01.1993
Skills
- Strong interpersonal skills; many years in customer service and administrative support
- Professional communication experience; liaised with customers and managers
- Widespread sales and service experience in person, email, and telephone and with meeting deadlines
- Highly developed problem-solving management; by offering or suggesting other alternatives
- Excellent knowledge in Microsoft Office Word, Excel, Power Point and Outlook
- Analytical thinking
- Time management
Accomplishments
- Promoted 4 times in 10 years when working with CIBC from a Customer Service Representative to Assistant Supervisor
- Promoted from Commercial Loan Administrator to Senior Credit Officer with Canadian Western Bank
- Promoted from Cash Management Analyst to Cash Management Specialist with BMO Initiated a key partnership which resulted in maintaining a loyal client and in the end brought further revenue growth to company.
- Assisted in the training of new Image Clearing Representatives and associates.
Timeline
Engagement Analyst/Billing Specialist
KPMG LLP
05.2019 - Current
Cash Management Analyst - Cash Management Specialist
BMO Bank of Montreal
02.2012 - 10.2018
Member Service Lead
First Calgary Financial
09.2011 - 02.2012
Loan Service Clerk
ATB Financial
05.2011 - 09.2011
Leadership - undefined
York University
Banking - undefined
East Kootenay Community College
Computerized Accounting -
Academy of Learning Career College
Similar Profiles
Ryan BrickerRyan Bricker
Director at KPMG LLPDirector at KPMG LLP
Kajsa-Stina SyrusKajsa-Stina Syrus
Senior Associate, Transfer Pricing at KPMG LLPSenior Associate, Transfer Pricing at KPMG LLP
Elisa SolimandoElisa Solimando
Associate Director, Finance & Accounting at KPMG LLPAssociate Director, Finance & Accounting at KPMG LLP