Tricia Surette
West Kelowna,BC
Summary
Dedicated and hard working with experience managing administrative teams and delegating tasks to accomplish operational goals. Knowledgeable about arranging authorizations, preparing work orders and processing vouchers. Methodical and highly organized with good prioritization and planning abilities.
Overview
17
17
years of professional experience
Work History
Owner
The Perfect Balance
01.2021 - Current
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Established QuickBooks accounting system to reflect accurate financial records.
Front Office Manager
Maple Leaf Collision Centre
04.2016 - 03.2022
- Enhanced guest satisfaction by efficiently managing front office operations and addressing customer concerns promptly.
- Resolved guest complaints professionally, maintaining positive relationships with customers for future business opportunities.
- Monitored financial transactions at the front desk, ensuring accurate billing procedures and minimizing discrepancies.
- Analyzed performance metrics to identify areas of improvement in front office operations, implementing changes for better efficiency.
- Conducted regular staff evaluations, providing constructive feedback and identifying opportunities for professional growth.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
- Generated detailed financial reports for management review, facilitating informed decision making.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Business Support Manager
Staples Business Depot
10.2006 - 09.2012
- Supported business growth by identifying opportunities for expansion, conducting market research, and developing strategic plans.
- Modeled, promoted and held others accountable for customer service excellence in all the services departments
- Developed a partnership with the General Manager to develop an internal succession plan to support business growth
- Evaluated departmental performance using KPIs, providing feedback, and implementing corrective actions when necessary.
- Took a lead role in managing loss prevention in the store and in the execution of prevention strategies
- Enhanced team productivity by implementing efficient workflow processes and communication strategies.
- Streamlined company operations for increased efficiency with cost reduction initiatives and system improvements.
Education
Accounting/Bookkeeping
Okanagan College
Kelowna, BCAccounting
Niagara College
Welland, ON06.2021
Skills
- Superior customer service
- Outstanding work ethics with excellent organizational skills
- Excellent with verbal and written communication
- Strong attention to detail
- Proven ability to perform advanced accounting and mathematical calculations
Timeline
Owner
The Perfect Balance
01.2021 - Current
Front Office Manager
Maple Leaf Collision Centre
04.2016 - 03.2022
Business Support Manager
Staples Business Depot
10.2006 - 09.2012
Accounting/Bookkeeping
Okanagan College
Accounting
Niagara College
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