Vannessa Magri
Gold River,BC
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
11
11
years of professional experience
Work History
Practice Manager
Wise Financial Services
11.2019 - Current
- Managed banking reconciliations and monthly balance sheet statements.
- Streamlined office operations for increased efficiency and productivity through process improvements.
- Maintained computer and physical filing systems.
- Managed office operations while scheduling appointments for department managers.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Input financial data and produced reports using Quickbooks Desktop and Online.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Completed and filed returns
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Implemented quality control measures within the firm to reduce errors and maintain high standards of service for all clients.
- Completed payroll accurately and timely to meet employee expectations.
- Prepared and submitted payroll taxes and reports to regulatory agencies.
Level 4 Collection Agent
Money Mart Head Office
04.2013 - 11.2019
- Maintained accurate records of all collection activities, allowing for better tracking and analysis of performance metrics.
- Reconciled debtor accounts regularly by verifying payments made against outstanding balances as well as resolving discrepancies when necessary.
- Collaborated closely with other departments, ensuring seamless communication regarding delinquent accounts and payments received.
- Leveraged strong negotiation skills to secure favorable settlements from debtors while maintaining professional relationships throughout the process.
- Assisted in training new hires, sharing knowledge on effective collection techniques and compliance requirements.
- Enhanced customer satisfaction by providing empathetic support, understanding their financial situations, and offering tailored solutions.
- Conducted thorough research to locate hard-to-find debtors for successful collections.
- Stayed up-to-date with relevant industry regulations, ensuring full compliance during all collection activities.
- Identified and contacted customers with overdue accounts to address payment status.
- Worked in call center environment handling manual and automatically dialed outbound calls.
Education
High School Diploma -
Cowichan Secondary School
Duncan, BC06.2005
Skills
- Staff Management
- Workflow Management
- Bookkeeping
- Employee Recruitment and Hiring
- Records Maintenance
- Payroll Administration
- Tax Preparation and Filing
- Organizational Skills
Timeline
Practice Manager
Wise Financial Services
11.2019 - Current
Level 4 Collection Agent
Money Mart Head Office
04.2013 - 11.2019
High School Diploma -
Cowichan Secondary School
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