PERSONAL PROFILE

Skilled office professional with many years of administrative and bookkeeping experience, and a strong work ethic.  Committed to excellence in the workplace.

HIGHLIGHTS OF QUALIFICATIONS

Bookkeeping and Administrative Skills

• 25+ years experience in demanding administrative, office management and reception roles, including performing a wide variety of functions such as data entry, managing multiline phones and email communication, processing applications for service and financial transactions, contract processing, maintaining required inventory and lending library, maintaining schedules, and preparation and distribution of informational materials, always with a positive outlook and can-do attitude.
• 8 years extensive experience in bookkeeping and accounting including accounts payable & receivable, payroll, benefits administration, GST/PST remittances, bank deposits, reconciliations, inventory control, financial reporting and year end functions with accuracy and competence.
• 25 years small business management experience, 17 years as a self-employed provider of financial services, financial restructuring, budgeting, and training; 8 years as a bookkeeper, and 10 years as a healing practitioner.
• Highly proficient in computer applications: Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Access), QuickBooks Professional Accounting, Xero, WagePoint, Dext, Salesforce Data Management, PARIS, SharePoint, Citrix, My Work Space, Lightspeed POS, WordPress, Interac Debit Payment System, and various video conferencing applications.  Able to quickly and easily learn new systems to minimize training time and maximize efficient operations.
• Organized and Efficient with Time Management, ensuring that deadlines are met for a smoothly running, consistent operation that makes management easier and creates happy customers.
• Accurate and attentive to detail, with experience accepting, posting and balancing transactions using a debit machine and computerized system, creating an assurance of client confidence.
• Skilled at creating and maintaining reports, such as month-end reports, inventory and expense reports.

Communication/Interpersonal Skills

• Friendly and Personable, cultivating great long-term relationships with clients, co-workers and business associates, for a happier, more productive team environment.
• Effective problem solving and conflict resolution, dedicated to creating and participating in a positive work environment where staff enjoy coming to work and clients are valued and respected.
• Enthusiastic Volunteer Recruiter, signing up 250 volunteers for local fundraising event; conducting training orientations and communicating with a team of organizers for a highly successful event.
• Skilled workshop facilitator and practitioner, supporting individuals processing sensitive issues, with healing and personal transformation in a gentle way with compassion and empathy.

WORK HISTORY

Casual Clerk   Municipality of North Cowichan  Feb 2022 – present

Cloud Accounting & Payroll Specialist  Cloudmeb Partner                       May 2021 – Present

Auxiliary Contracts Clerk 11R (Term) Community Living BC                  2018 – 2020

Administrative Assistant Open Access Resource Centre  2017 – 2018

Bookkeeper  Self-Employed  2014 – 2018

Energy Healer/Holistic Practitioner/Instructor    Self-Employed – Lifeforce Holistic Services   2012 – Present

Office Administrator (Seasonal)   Tomahawk Resort, Sioux Narrows         2014

Financial Representative Self-Employed  Primerica Financial Services     1996 – 2013

Office Manager   Fedora & Associates Inc.  2003 – 2011

EDUCATION

Xero Adviser Certified   Xero  May 2021

Bookkeeping Skill Enhancement    Skillsoft Online Training  2014

QuickBooks Training  Intuit   2012

Professional Development, Various  Primerica & Various Vendors          1996 – 2013

Branch Manager Exam    Investment Funds Institute of Canada   2003

Life Insurance Level 2 Certification Insurance Council of Manitoba      1999

Mutual Fund Certification and License  Investment Funds Institute of Canada   1997

Accounting for Small Business  South Winnipeg Technical Centre          1996

VOLUNTEER EXPERIENCE 

• Treasurer for 1 Love Awakening Society
• Organizing Committee Member for 2014 & 2015 Mother Earth Gathering Womyn of All Nations
• Past Volunteer Chair for Winnipeg Relay for Life
• Volunteer with Honduras Child Alliance providing educational enrichment to children in an orphanage; assist with screening new volunteer applicants
• Volunteer with Children’s Wish Foundation
• Church Organist; past treasurer and chairperson of church steering committee

Volunteer and Treasurer Winnipeg Branch of Quota International