Full-time, Reported directly to the President/Owner
Provided mentorship, supervised workflow, and monitored the schedule of the Bookkeeping Assistants assigned to my client-practice.
Verified accuracy of monthly income and expense postings entered by junior staff or clients, ensuring compliance with accounting standards.
Reconciled bank, credit card, cash, and equity accounts in accordance with each client’s needs.
Reviewed key financial reports (Profit & Loss by Month, Balance Sheet, Accounts Payable, Accounts Receivable) on a recurring basis to audit for accuracy and completeness.
Calculated and filed GST/HST returns, applying the correct rules and rates for each client.
Prepared year-end reporting packages and collaborated with accountants and CRA auditors on follow-up inquiries.
Supported and resolved queries from junior Bookkeeping Assistants, escalating to clients only when necessary after exhausting available internal resources.
Managed client work schedules for up to 42 businesses, maintaining current and detailed work instructions for all staff roles involved.
Communicated directly and regularly with clients to ensure engagement, transparency, and accountability in their financial processes.
Served as the in-house bookkeeping specialist for not-for-profit clients, with advanced knowledge of fund accounting, financial transparency requirements, detailed payroll allocations, and board reporting needs.
This role represented approximately 20–25% of my workload, in addition to my concurrent responsibilities as Lead Bookkeeping Associate.
Recruited, hired, trained, and coached staff to support firm growth and maintain operational excellence.
Developed, educated, and trained new and existing employees on internal workflow procedures, ensuring consistent service delivery across all roles.
Authored, updated, and distributed firmwide organizational Policies and Procedures.
Led and executed special projects outside standard bookkeeping operations, including change management initiatives and projects requiring expertise beyond the client’s assigned bookkeeping team.
Advised and counseled staff in resolving internal or client-related conflicts, identifying and implementing practical solutions.
Managed payroll tracking for all employees, including hours worked, vacation, and lieu time; received and approved vacation requests and maintained accurate time records.
Held signing authority for the company, with delegated decision-making responsibilities in the President’s absence.
Full-time, Reported to the General Manager (2007–2011) and Director of Sales & Marketing (2012)
Proactively managed all sales and marketing administrative functions to support national operations.
Planned and coordinated on-site and off-site sales meetings, managing all logistics including travel, meals, meeting facilities, catering, and accommodations.
Distributed seasonal product samples to the Canadian sales team and collected factory orders for items included in the Canadian price list.
Calculated and established the Canadian GLD price list based on product costing and target margins.
Executed corporate marketing and advertising initiatives across print and billboard media, collaborating with graphic designers to meet creative and media deadlines.
Edited photography and developed catalogues and advertising layouts using Adobe Photoshop and Adobe Illustrator.
Contributed to the planning, design, and successful launch of Samsonite.ca (2010) and its e-commerce expansion (2012); maintained website content including product uploads, descriptions, and imagery.
Managed the company’s Facebook page, engaging with the public and responding to inquiries.
Planned and coordinated corporate events, including holiday dinners and employee social functions.
Full-time, Reported to the General Manager
Provided comprehensive administrative support to all levels of management, ensuring efficient daily operations.
Collaborated closely with the Marketing department on day-to-day activities including mailings, rebate programs, trade shows, and promotional giveaways.
Arranged domestic and international travel for sales and management teams, coordinating itineraries and logistics.
Planned and organized company events and meetings.
Assisted the Human Resources Manager with administrative tasks, scheduling, and records management.
Full-time, Reported to the Executive Director
Provided comprehensive administrative support to the Executive Director, Board of Directors, and staff (including satellite offices), encompassing meeting coordination and minute-taking, schedule management, and guidance on organizational policies and procedures.
Designed and maintained a multi-project, multi-funder filing system to support effective operations in a not-for-profit environment.
Supervised and assigned tasks to summer contract workers and co-op students.
Served as Editor of WRED’s quarterly newsletter, overseeing both content development and layout design.
Managed daily phone communications, responding to member and public inquiries with professionalism and accuracy.
Edited and prepared outgoing correspondence, including funding proposals, reports, official communications, and designed and produced a range of promotional materials to support the organization’s programs and outreach efforts.
Areas of study included Business Law, Economics, Marketing, Accounting, Statistics, Organizational Behaviour, Computer Applications.
Areas of study included Administrative Communication, Office Procedures, Managing Human Resources, Office Technology Management, Records Retention Management, and Accounting.
Graduated on the President’s Honour Roll.
Recipient of the Harry Rawson Award for outstanding volunteer service and academic excellence.