Dynamic individual with hands-on experience in customer relationship management, data analysis, marketing automation and talent for navigating challenges. Brings strong understanding of communication techniques and relationship-building skills to support business objectives. Known for adaptability, problem-solving, creativity, and technical proficiency in CRM software. Committed to making meaningful contributions and advancing organizational goals.
Overview
6
6
years of professional experience
Work History
Bookkeeper
Total Sport Solutions Inc.
11.2022 - 12.2024
Performed day-to-day financial transactions, including reconciling, classifying, computing, posting, and recording A/R and A/P data
Processing A/R and A/P payments in compliance with company policies and procedures
Generated weekly reports for the President and Lead Managers
Help optimize cost efficiency across the company
Budgeted and forecasted quarterly and yearly
Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Tracked and recorded expenses with accounting and CRM software (e.g., Copper, QuickBooks, Xero, Sage 50, Chase, Mailchimp and Buildertrend)
Published email marketing campaigns monthly using Mailchimp and Shopify
Implemented and trained team on new software( eg. Buildertrend) to engage all aspects of the company
Maintained and created well established relationships with existing and new clients
Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Supported year-end closing procedures by preparing adjusting journal entries as needed.
Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
Provided support during audits by supplying requested documentation promptly and accurately.
Supported strategic business growth by analyzing financial trends and providing insights.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Completed tax forms in compliance with legal regulations.
Administrative Assistant
Total Sport Solutions Inc.
02.2022 - 11.2022
Organized and updated electronic and physical filing systems for easy retrieval of documents
Coordinated group events for the team; including venue selection, overseeing logistics, scheduling and communication
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Developed and implemented marketing campaigns using Mailchimp to increase customer engagement to implement customer retention
Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
Updated employee files or submitting time-off requests per company policy guidelines.
Tracked and reported online sales and spending trends
Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
Built and maintained excellent customer, supplier and contractors relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Answered multi-line phone system, emails, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
Accounting Clerk
Long and McQuade
10.2018 - 01.2019
Performed day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables data
Processing accounting receivables and incoming payments in compliance with financial policies and procedures
Resolved collections by examining customer payment plans, payment history, credit line; coordinating contact with collections department
Summarized receivables by maintaining invoice accounts; coordinating monthly transfer to accounts receivable account; verifying totals; preparing reports
Maintained and inputted data in monthly reports and year end reports
Efficiently responded to all incoming inquiries and correspondence, both internal and external
Maintained accounting records utilizing in-house and client systems.
Managed the Processing of Cash and Check Transactions with Banks
Knowledgeable on workplace and legislative occupational health and safety practices
Demonstrated adaptability by learning new software tools and accounting practices, ensuring continued professional development and growth.
Education
Business Management - Accounting
Humber College
05.2015
Accounting & Bookkeeping Master Class
03.2024
Skills
Advanced Accounting Software Proficiency
Data/Financial Analysis
Critical thinking
Project Management
E-Commerce
CRM integration
SAP
Bookkeeping
Quickbooks
Customer retention strategies
Customer support
Timeline
Bookkeeper
Total Sport Solutions Inc.
11.2022 - 12.2024
Administrative Assistant
Total Sport Solutions Inc.
02.2022 - 11.2022
Accounting Clerk
Long and McQuade
10.2018 - 01.2019
Accounting & Bookkeeping Master Class
Business Management - Accounting
Humber College
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