Carley Hubbell
Burlington,Canada
Summary
Finance professional with hands-on experience analyzing markets, supporting client portfolios, and assisting with financial operations. Skilled at evaluating data, generating actionable insights, and contributing to investment and strategic decisions. Supported client accounts and monitored portfolio performance to help optimize financial planning outcomes. Maintains strong client relationships while ensuring accuracy, efficiency, and compliance in reporting. Highly adaptable and capable of thriving in remote or flexible work settings.
Overview
12
12
years of professional experience
1
1
Certification
Work History
BARTENDER
Judge and Jury
Burlington, Canada
10.2025 - 02.2026
- Processed high-volume daily transactions accurately using POS systems, managing cash, debit, and credit payments to maintain financial integrity
- Reconciled sales totals and balanced registers at end of shift, ensuring accurate financial reporting and accountability
- Maintained detailed records of daily sales and transactions for accurate reporting
- Coordinated with team members to streamline workflow, contributing to achievement of operational targets
- Assisted with inventory management, tracking financial value of stock and supplies
- Resolved customer concerns efficiently while maintaining compliance with operational policies
SERVER & BARTENDER
Pepperwood Bistro Brewery
Burlington, Canada
09.2021 - 07.2025
- Handled cash and electronic payments with accuracy in high-volume environments
- Maintained accurate transaction records and supported daily financial reconciliation
- Trained new staff on operational procedures and cash handling, fostering consistency in service delivery
- Resolved customer disputes efficiently through effective problem-solving techniques, enhancing guest experiences
- Recommended upselling strategies based on analysis of sales patterns, contributing to revenue growth
- Collaborated with team members across stations to streamline operations and enhance guest satisfaction
REAL ESTATE AGENT
Royal Lepage
Burlington, Canada
02.2022 - 11.2024
- Managed end-to-end real estate transactions to ensure financial accuracy and compliance while achieving timely completion
- Conducted market analysis and prepared evaluations that informed and supported client decisions
- Negotiated contracts to ensure compliance with legal and financial requirements, protecting client interests
- Prepared financial documentation for clients, including closing statements and market comparisons
- Managed multiple client accounts simultaneously while maintaining accuracy and attention to detail
- Developed and presented property listings that effectively showcased features, attracting potential buyers
SERVER / BARTENDER / SHIFT LEADER
Jack Astor's
Burlington, Canada
09.2018 - 01.2022
- Managed high-volume financial transactions and daily revenue reconciliation with zero variance.
- Enhanced unit profitability through strategic upselling and cross-selling techniques.
- Reviewed shift sales data to identify trends and increase peak-hour revenue.
- Conducted inventory audits and implemented cost-control measures to reduce operational shrinkage.
- Led a high-performance team to meet daily sales targets and operational KPIs.
- Resolved complex account discrepancies and billing issues to ensure financial integrity.
INVESTMENT ADVISOR
Primerica
Burlington, Canada
02.2016 - 10.2018
- Managed client portfolios, providing regular performance updates to align with client goals
- Analyzed client financial situations to recommend personalized investment strategies enhancing client satisfaction
- Built long-term client relationships through regular financial reviews and proactive guidance
- Generated detailed client reports and summaries to facilitate informed financial decision-making
- Maintained up-to-date knowledge of market trends, financial regulations, and product offerings
- Ensured compliance with financial regulations and internal policies
SUPERVISOR / CASHIER TEAM LEAD
FreshCo
Burlington, Canada
06.2015 - 01.2017
- Led team of associates, coaching on financial procedures and loss prevention strategies.
- Ensured financial integrity of department by managing multiple cash stations.
- Conducted daily audits of cash drawers and electronic payments to ensure accounting precision.
- Resolved high-level customer disputes regarding billing with a focus on retention.
- Authored daily operational reports for management regarding sales targets and labor costs.
- Maintained strict adherence to company policies regarding large-scale asset protection.
CASHIER / CUSTOMER SERVICE ASSOCIATE
McDonald's
Burlington, Canada
11.2013 - 04.2015
- Executed high-volume financial transactions, ensuring speed and accuracy to enhance customer satisfaction.
- Drove revenue growth by consistently applying suggestive selling techniques to meet customer needs.
- Handled high-pressure situations while delivering professional service to uphold brand reputation.
- Performed end-of-shift reconciliations and balanced registers to ensure audit compliance.
- Mentored new staff on point-of-sale operations and financial handling protocols.
- Collaborated with cross-functional teams to optimize operational flow and efficiency.
Education
Real Estate Program -
Humber College
Toronto, ON12-2021
High School Diploma -
M.M. Robinson
Burlington, ON06-2016
Skills
- Financial transaction processing
- Account management
- Cash handling and reconciliation
- Market analysis and reporting
- CRM and POS systems
- Client financial needs assessment
- Team collaboration
- Collaboration tools
- Data collection
- Reporting proficiency
- Effective communication
- Problem solving
- Account management
- Market analysis and reporting
- Bilingual in English/French
Certification
• Smart Serve Certification
• Realtor License
• WHMIS Health and Safety Training
• Worker Health and Safety Certification
• Realtor License
• WHMIS Health and Safety Training
• Worker Health and Safety Certification
References
References are available upon request.
Timeline
BARTENDER
Judge and Jury
10.2025 - 02.2026
REAL ESTATE AGENT
Royal Lepage
02.2022 - 11.2024
SERVER & BARTENDER
Pepperwood Bistro Brewery
09.2021 - 07.2025
SERVER / BARTENDER / SHIFT LEADER
Jack Astor's
09.2018 - 01.2022
INVESTMENT ADVISOR
Primerica
02.2016 - 10.2018
SUPERVISOR / CASHIER TEAM LEAD
FreshCo
06.2015 - 01.2017
CASHIER / CUSTOMER SERVICE ASSOCIATE
McDonald's
11.2013 - 04.2015
Real Estate Program -
Humber College
High School Diploma -
M.M. Robinson