
Financial Controller / Office Manager
Send a job offer directly to this candidate
Hardworking, and driven individual with the ability to learn quick and integrate into a team environment. I have many years' experience working in an office setting. I have the ability to work independently or within a group setting. I am currently enrolled in the Okanagan College bookkeeping/accounting online course program and am looking for hands on experience that directly correlates and provides me with opportunities to advance as I meet educational milestones.
Financial Controller / Office Manager at Scott hydro-vac/Envirobore (2021-11 – Present)
Currently I am the financial controller and office manager of a local group of companies. In my role I am financial controller of Scott Hydro-Vac and Office Manager of EnviroBore Drilling, EnviroBore Directional Drilling and The Casing Company. I oversee the full cycle financial management of Scott Hydro-Vac and am being trained to do the same for at least one other company under the umbrella.
I manage an office with multiple staff members all reporting to me for various accounting roles. I am solely responsible for all accounts receivable, and oversee all accounts payable, and work as a team with our other controller to review payroll for the entire group of companies. Preparing financial reports is a vital part of my role.
Ensuring all office administration duties are running smoothly and maintaining a functional office while working with management to ensure the company remains successful.
Partner-bookkeeper at Aaron & Astra Fraser (2020-01 – Present)
I currently manage all books for the small operating/contracting business that myself and my husband own. I create all invoices, schedule work and manage payroll when we have employees. I manage all receipts, and income. I use QuickBooks online to manage all bookkeeping requirements for our business.
Account manager at CIBC (2011-10 – 2013-09)
In my role as account manager I would meet clients to discuss financial goals and establish both long term and short-term financial plans. I would assist clients in finding the best mortgage, loan and investment products to suit their needs. Once a financial plan was in place and products determined I would complete applications and correspond with underwriters to ensure the best possible outcomes for clients.
I would write mortgages and bank loan notes as well as open various accounts including everyday bank accounts, TFSA, RESP, RSP and other investment accounts. I would also determine if a client were in need of a more specialized financial plan and refer them to the correct colleague.
Discrepancy officer at Sobeys (2009-01 – 2011-10)
As a discrepancy office with Sobeys Head Office I was required to regularly meet with national suppliers when they had issues with invoices or product pricing happening within the stores across the country. Once I established the issue I would need to find where the discrepancy was taking place. This could require pulling various invoices through our computer system, or manually locating paper-based copies of the invoices.
When a discrepancy was found I would need to correct the error in the system, create a new invoice or issue refunds where needed. I would then need to follow up with the supplier to ensure the matter was corrected in a satisfactory manner.
accounting/bookkeeping certificate in Accounting/Bookkeeping – Okanagan College mutual funds certificate in Mutual Funds – IFSE Institute (2012-07)
Grade 12 Diploma – Musquodoboit rural high school (2014-06)