Anna Caruso Email & Phone Number

Work with clients to understand what their financial statements are telling them, advise on changes that should be made in the set up of their chart of accounts, pricing profitably, labour burden and setting up systems to manage day to day bookkeeping tasks.Also provide education sessions relating to managing their books, use of data to make decisions and how they can be in the know when it comes to their numbers.

Recruit, select, train, assign, schedule, coach, counsel and discipline employeesCommunicate job expectations; planning, monitoring, appraising and reviewing job contributionsPlan and review compensation actions; enforcing policies and proceduresContribute operations information and recommendations to strategic plans and reviews; prepare and complete action plansDevelop operations systems by determining product handling and storage requirements; develop, implement, enforce and… Show more Recruit, select, train, assign, schedule, coach, counsel and discipline employeesCommunicate job expectations; planning, monitoring, appraising and reviewing job contributionsPlan and review compensation actions; enforcing policies and proceduresContribute operations information and recommendations to strategic plans and reviews; prepare and complete action plansDevelop operations systems by determining product handling and storage requirements; develop, implement, enforce and evaluate policies and procedures; develop processes for receiving product, inventory management and shippingAnalyze process workflow, employee and space requirements and equipment layout; implement changesMaintain a safe and healthy work environment by establishing, following and enforcing standards and procedures; complying with legal regulationsServe as primary point of contact when there are customer issues related to customer service, or accidents and mishaps on-site.Communicate customer issues with operations team and devise ways of improving the customer experience, including resolving problems and complaintsCommunicate all operating policies and/or issues at department meetings Show less

Full cycle bookkeepingReconciled and balanced cash and daily salesVerified invoices to purchase orders and packing slipsProcessed all payments and prepared monthly paymentsOnboarding all new employeesPrepared bi-weekly payrollReconciled and prepared WSIB, EHT, HST and other government remittanceContributed to the strategic plan and company cultureEnsured company adherance to COVID and Health & Safety regulations

St Catharines

Mentor and coach students to help boost their confidence and competencies, as proven by scores and completion of workUtilize a variety of teaching styles and methods to accommodate diverse learning styles of studentsImplement, educate and develop lesson plans on subjects: Essential Skills, Accounting, Payroll Fundamentals, Resume Writing, Sage 50

St Catharines Standard, Niagara Falls Review And Welland Tribune

Demonstrated experience developing and maintain relationships with key stakeholders in the Niagara RegionDesigned and implemented comprehensive strategic marketing plans, using print and online properties including Digital Display, Targeted and Retargeted Display, Google Adwords, Facebook and Content MarketingWorked collaboratively with internal and external teams to ensure successful project outcomesMonitored and managed project progress, schedules and revenue targets for 3… Show more Demonstrated experience developing and maintain relationships with key stakeholders in the Niagara RegionDesigned and implemented comprehensive strategic marketing plans, using print and online properties including Digital Display, Targeted and Retargeted Display, Google Adwords, Facebook and Content MarketingWorked collaboratively with internal and external teams to ensure successful project outcomesMonitored and managed project progress, schedules and revenue targets for 3 properties and averaging about 10 projects monthly Show less

Researched government licenses to run programAssisted in the strategic planning of launching new programsThe company is now a subsidiary of Niagara English Language Academy, which operates the service as an exclusive members-only club.

Thorold, Ontario

Identified areas for process improvement including improvement of controls to ensure company policies are being followedPrepared and generated timely revenue reconciliations on a weekly and monthly basisWorked with sales to identify training issues and provided training to ensure accurate booking of sales

Shelburne, Ontario

Calculated and distributed meals and travel allowances in American and Japanese currenciesEnsured payment of invoices is completed within timely manner accordance with payment termsInvestigated and resolved purchase order discrepancies with payable invoices

Aurora, Ontario

Ensured proper job allocation to invoicing, accounts payable and payroll ledgersMaintained all aspects of the accounts receivables, accounts payable and payroll ledgersPrepared and reconciled ledgers and bank statements at month-end and year-endProcessed and prepared and reconciled payroll payments monthly and T4's at year-end

Concord, Ontario

• Reconciled and analyzed inventory for 300 locations across Eastern Canada• Extracted and prepared monthly inventory reports for over 500 locations• Completed month end analysis for 300 locations within 2 days and reported to Divisional Controller• Reconciled and tracked monthly and daily bank deposits for over 500 locations• Responsible for reconciling payments against client’s account to ensure accurate cash application• Extracted and balanced invoicing from outside sales… Show more • Reconciled and analyzed inventory for 300 locations across Eastern Canada• Extracted and prepared monthly inventory reports for over 500 locations• Completed month end analysis for 300 locations within 2 days and reported to Divisional Controller• Reconciled and tracked monthly and daily bank deposits for over 500 locations• Responsible for reconciling payments against client’s account to ensure accurate cash application• Extracted and balanced invoicing from outside sales system to accounting system for 5 locations on a daily basis Show less