Beverly A. Donovan Email & Phone Number

Waterloo, Ontario, Canada

Waterloo, Canada

Operations Coordinator to Transportation & Industrial Solutions research and development team.

Kitchener, Canada Area

Cambridge, Ontario, Canada

• Responsible for Accounts Receivable to ensure payments are received in a timely manner as well as posted to corresponding accounts in SAGE 300. Follow up with customers for past due payments.• Responsible for Accounts Payable to ensure invoices are correct according to receiving and payment is issued on time as well as posted to corresponding invoices in SAGE 300.• Process payments via Telpay and set up any new customers• Responsible for deposits to bank as well as signing for payments via cheques.• Oversee credit issued to clients and liaison with Credit Management company for reports.• Reconcile month/year end in SAGE 300 to bank statements accordingly as well as VISA statements.• Responsible for monthly journal entries in SAGE 300.• Responsible for calculating and submitting WSIB, EHT and HST.• Responsible for ensuring items shipped from US meets Canadian Customs regulations and to liaison with broker if there are issues.• Work with Accountant to ensure year end items are in order for tax purposes.• Responsible for employee benefits and liaison between benefits carrier and employees. • Create and maintain processes for work flows within the organization.• Create and maintain standard operating procedures for the organization.

Breslau, Ontario

Office Manager for company of approximately 35 people. Oversee the day to day office operations with direct reports. Responsible for monthly invoicing along with compliance documents for start and end of projects. Assistant to President and Vice President. Work with health and safety management committee to ensure compliant with Ontario H&S Act. Orientation of new office employees. Ensuring staff had required materials and resources to assist in their jobs. Full backup to reception. Organized staff functions. • Assisted in Strategic Planning for organization. Worked with strategic planning team to create, present and implement EBS’s guiding principles. Along with analyzing manpower for further growth.• Reviewed and assisted in implementing changes of processes for work flows.• Interviewed and made recommendations for potential hires.

Waterloo, On, Canada

Administrative AssistantAssist 2 AVP’s within Individual Insurance & Investments, with regards to calendar management, meetings, travel arrangements, expenses, and all other administrative duties as requested/required. Provide support to Dealer Operations team consisting of ordering supplies, meals, and finding meeting rooms.

Waterloo, Ontario, Canada

Customer Care• Account responsibility for approximately 30+ clients within the United States• Managed expectations of clients technical issues• Provided client demos, monthly updates, conference calls • Provided communications about service, maintenance releases, and various updates • Assisted clients with upgrade to BlackBerry Enterprise Server• Reviewed documents on internal sites to ensure comply with ISO standards• Worked with various internal teams on projects in regards to upcoming product releasesManagement Reports and Services• Built and maintained team budget for North America• Maintained and reported weekly to management, various trackers for internal and external clients• Provided administrative support to Partner Support Account Manager team (ie: meeting minutes, promo items, powerpoint)

Sr. Project Manager Assistant (2011)• Assisted the Branch Manager, Project Managers and Project Coordinators • Continued with Executive Assistant functions to Management Team and VP/District General ManagerExecutive Assistant to the President (2008 - 2011)• Assisted the President leading the Southern Ontario Region (17 Offices) and Management team of 5• Involved in various operational enhancements to processes and procedures • Developed/built and managed various monthly reports required for the President to assess operation of the business

National

Concurrent with other roles within Collins Barrow• All general administrative duties and responsibilities for Chairman of the Board and board members• Developed and maintain a National database for recruiting and retention • Assistant to Canadian Tax Committee including planning and coordinate annual Canadian Tax Conference• Assisted National Professional Practice Director with Quarterly Technical Bulletins• Responsible for planning and organizing National Partner Conference (200+ delegates & guests) including arranging for guest speaker Mr. Michael “Pinball” Clemons• Moores Rowland International Conference (300 delegates & guests)• Coordinated the development and implementation workbook for partners providing Succession Planning• Assisted in maintenance of Collins Barrow National Intranet Website• Maintained an excellent rapport with Collins Barrow Partners and Chairman of The Board throughout Canada

• All Supervisory duties and responsibilities of administrative team members including interviewing/hiring/firing• Bi-Annual performance reviews, day to day coaching and mentoring • Involved in various operational enhancements to processes and procedures • Assisted Controller & Accounts Payable• With the Controller, formalized an orientation process for new staff• Revised CB Policy Manual and Office Procedures• Responsible for selection and purchasing of Marketing Materials• Social Committee Chair – Responsible for Social committee and business/social functions • Joint Health & Safety Committee – Management Rep. (Certified)• Organized and participated in CA recruiting nights at local Universities and Career /Business Trade Shows• Organized and presented for Annual CB Kick-Off Meeting (Waterloo & Cambridge)

• Managed client expectations• Consulted with suppliers and contractors regarding various projects• Organized and managed employee records; government forms (CRA and WSIB)• Managed up to 3 employees

Corporate Executive Assistant (1996 - 1997)• Support Vice President of People, Knowledge & Strategies• All general administrative duties and responsibilities required for this area• Back up to Executive Assistant to the PresidentFinance Associate (1995 - 1996)• Money Management Operations Unit – Defined Benefits• Review and process requests from internal and external clients regarding financial transactionsAdministrative Assistant (1990 - 1995)• Group Pension Defined Benefits Services – Contract Services Unit• All administrative duties and responsibilities required for this area

Contract Services Support• Support contract services department• All general administrative duties and responsibilities required for this area (change orders, tenders, amendments, correspondence)