Audrey Lubowitz Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

• Provided critical, day to day administrative support to Forum Director(s) responsible for deliverables on a program by program basis• Coordination of multiple project/program components and interaction with Client Stakeholders, Steering Committees, Forum Director and internal team• Planning and self-management of activities geared at meeting program milestones, relevant communications and program objectives.• Reconciliation of project(s) status to keep delivery on track.• Effective data management for use with document templates, invitation lists and program profiles in relation to the relevant program and forum requirements• Coordinated with and oversight of vendors - verification of work requested and received• Ensured accuracy of program profiles and track key data and communications related to discussion leaders, steering committees and special guests• Meetings management and administration including: scheduling, conference calls, recording of minutes, material preparation• Collaborated with internal partners to manage and monitor participant requirements CRM database functions: data entry, queries, and management/maintenance of data• Liaised with Marketing department on content and copy for new program websites, website readiness and launch strategy and communications• Liaise and work with Onsite Event coordinator regarding onsite requirements

Toronto, Canada Area

Toronto, Ontario, Canada

Toronto, Canada Area

• Processed of applications for registration of individuals that are members of specified accounting bodies, accounting bodies outside Canada and reciprocal membership accounting bodies• Organized monthly assessment meetings, including photocopying, preparation of agendas, datasheets and meeting notes• Processed required course completions and escalating complex course assessments to the Transcripts team and/or Registrar • Responsible for taking on and responding to a high volume of calls, emails and inquiries from students and potential students (primarily internationally trained applicants)• Prepared correspondence to members, students and applicants as well as the electronic imaging of correspondence• Prepared draft decision letters for review and approval by the Registrar• Communicated with international accounting bodies and other provincial bodies• Processed and summarized research findings as requested, culled from database and other data sources• Reviewed and updated student/membership management database system through edit checks to ensure accuracy and integrity of data• Managed the internal tracker on a daily basis, including end of the month reconciliation• Prepared the “Registrar’s at a Glance” monthly report• Maintained, and updated when necessary, written procedures related to current role and responsibilities• Ability to acquire understanding of policies, regulations, agreements and their applications

Toronto, On

• Processed financial records for members, non-members, firms and students • Assisted with daily bank deposit for Canadian and foreign cheques, VISA and MasterCard • Updated daily bank reconciliation spreadsheet• Daily review of payments applied to member and student files• Processed refunds and write-offs• Performed monthly payment reconciliation with Finance department• Investigated monthly trial balance and followed-up on issues• Investigated and resolved discrepancies with any invoice amounts (dues and billings)• Ran 5 annual billings including late penalties • Web enabled student events in test and live date bases • Responsible for annual tuition and tax receipts• Assisted co-workers with development of procedures for payment and data entry• Provided customer service support• Trained staff in the area of deposits, refunds and payments• Managed and set-up new accounting billing products and general leger codes in iMIS• Responsible for maintaining current financial procedures in the central directory• Ensured data accuracy and integrity by completing weekly edit checks

Newmarket, On

• Audited and maintained data in assigned product categories to produce market share reports for clients• Used available resources such as Internet, supplier product lists, emails and phone calls to further develop categories and product knowledge• Liaised with Operations Manager, Director of Client Services and Client Services Analysts to successfully produce reports for clients• Assisted with exploratory research in undeveloped categories• Recommended database changes and system improvements through liaisons with Operations Manager and IT department• Responsible for collection and delimiting of all sales files in assigned region - the Central region• Forwarded sales file report to the Senior Direct of Market Information on a monthly basis• Attended and participated in monthly meeting and client segmentation meetings• Assisted with the training of Junior team members