• QuickBooks Certified Pro Advisor
  • Former Simply Accounting Certified Consultant (Oct 2008)
  • proficient in both manual and computerized accounting systems
  • reviewed and recorded business transactions, prepared journal entries, posted to ledger accounts
  • completed worksheets, financial statements. closing entries and post-closing trial balance
  • administered accounts payable from receipt of invoice to distribution of payment
  • reviewed, approved and signed over $1 million/yr of accounts payable cheques
  • managed accounts receivable from invoicing to collection of payment
  • effectively prepared payroll for 100+ employees from time cards and piece work records, to issuing of T4’s and government summary sheets
  • performed routine banking procedures and bank reconciliation’s
  • reconciled month-end sales, production, inventory, transfers, payroll summaries, labour costing
  • worked with auditors in preparation of audited year-end financial statements
  • reconciled and processed GST, PST, Corporate Tax Remittances
  • prepared job costing reports
  • assisted individuals in the selection and investment in mutual funds
  • analyzed pension and retirement investments, and taxation of investment income
  • ran training courses for The Business Link (government funded business development centre – Alberta)

Volunteer Sector

  • Former Board Member & the first Regional Developer in Edmonton – Institute of Professional Bookkeepers of Canada
  • President, OLPH Conference, Society of St. Vincent de Paul – Sherwood Park, 2003 – 2004
  • speaker at the 1998 National Conference – Canadian Council on Inner City Education (re: Parental involvement and the importance of community building at the school level)
  • Chair, Norwood Child and Family Resource Centre, 1998 – 1999
  • Treasurer, Norwood Child and Family Resource Centre (NCSC), 1996 – 1998
  • Other volunteer activities have included Cromdale Jr. Forest Warden Program (initiator/leader), Atonement Home’s C.A.P. Headstart program, Volunteer Steward – Natural Areas Program, Action for Healthy Communities

Education Summary

  • Academy of Learning – Office Administration (Honours) (2005), Final Average 96%
  • CDI College of Business and Technology – Computerized Accounting Specialist Certificate (1999), Final Average 97%
  • Additional education – My education has been ongoing and has fully complemented my work experience. I have studied accounting through the CMA program in Toronto and Athabasca University in Edmonton. Introductory courses at the University of Alberta have included Sociology, Psychology, Philosophy and Logic. I have also completed the Canadian Investment Funds Course, and the Life Insurance Licensing Course. Training through the volunteer sector has included the Volunteer Leadership Development Program: Boyle-McCauley Community HUB, Nobody’s Perfect: Facilitator Training, as well as various seminars and workshops on volunteer and board development.

Portfolio and letters of reference available upon request.