Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Yana Klein

Burnaby

Summary

Experienced Finance and Data Analysis professional with over 15 years in financial services and accounting. Skilled in evaluating data for accuracy, organizing information clearly, and generating meaningful reports. Proficient with tools for data analysis and visualization including Power BI, Excel, SQL, Tableau, and Python. Strong research skills and attention to detail. Well-versed in Canadian culture and geography. Flexible and motivated to contribute to remote digital research projects.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Accounts Receivable Administrator

Houle Electric Limited
09.2019 - Current
  • Managed and maintained accurate accounts receivable records for multiple clients.
  • Processed and posted invoices, ensuring timely and accurate billing to clients.
  • Investigated and resolved discrepancies or issues related to accounts receivable.
  • Communicated effectively with clients to collect outstanding payments and resolve payment disputes.
  • Generated financial reports and provided analysis on accounts receivable status to management.

Accounts Payable Clerk

Northland Corporation
01.2019 - 08.2019
  • Processed and verified invoices, ensuring accuracy and adherence to company policies and procedures.
  • Managed vendor accounts, including reconciling statements, resolving discrepancies, and initiating payments.
  • Assisted with month-end and year-end closing processes, including preparing accruals and reconciling accounts.
  • Perform invoice and general-ledger data entry.
  • Provided excellent customer service to internal and external stakeholders, addressing inquiries and resolving issues in a timely manner.

Office Manager & Executive Assistant

A.B.Posthuma & Associates Inc.
04.2016 - 12.2018
  • Managed and coordinated the daily operations of the office, including scheduling, correspondence, meetings, travel arrangements and expense report.
  • Implemented and maintained efficient filing systems and databases, ensuring easy access to important documents and information.
  • Negotiated favorable terms and pricing agreements and maintained relationships with the clients, law offices, MCFD social workers and counsel.
  • Gathered and reviewed the data from a variety of sources to assist in preparation of the expert's reports, ensuring accuracy and reliability of the reports.

Personal Banker / Financial Advisor

The First International Bank of Israel
06.2005 - 11.2015
  • Managed and grew a portfolio of high-net-worth clients, providing personalized financial advice and solutions.
  • Performed comprehensive financial assessments and analysis for clients to identify their financial goals and recommend appropriate strategies.
  • Handled complex transactions and resolved customer inquiries and issues promptly and efficiently.
  • Approved or rejected credit applications upon checking loan guarantees and reviewing the financial statements of the clients, established credit limits and determined repayment plans or schedules in accordance with authorized limits.
  • Managed clients' every day banking needs, including opening and closing accounts, putting in special account instructions (foreign trade, credit cards, share purchase/sale instructions, stop payments, EFT, wire transfers) and general file maintenance.

Education

Diploma - Business Analysis

Simon Fraser University
Vancouver, BC
08.2018

Bachelor's - Economics

Bar Ilan University
08.2004

Skills

  • ERP and Financial System Proficiency
  • Proficient in MS Office
  • Power BI, Excel, SQL, Tableau, Python
  • Financial Accounting
  • Data Analysis & Visualization
  • Research & Content Evaluation
  • Online Tools & Web Browsers
  • Report Creation & Accuracy Checking
  • Flexible Schedule & Independent Work

Certification

Business Intelligence & Data Analyst (BIDA) Certificate from the Corporate Finance Institute (CFI) - Completed - 2025

Timeline

Accounts Receivable Administrator

Houle Electric Limited
09.2019 - Current

Accounts Payable Clerk

Northland Corporation
01.2019 - 08.2019

Office Manager & Executive Assistant

A.B.Posthuma & Associates Inc.
04.2016 - 12.2018

Personal Banker / Financial Advisor

The First International Bank of Israel
06.2005 - 11.2015

Diploma - Business Analysis

Simon Fraser University

Bachelor's - Economics

Bar Ilan University

Similar Profiles

CREATE PROFILE
Yana Klein