Christopher Herman Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Created and updated supporting excel schedules and templates and performed analyses related to cost allocations, billings, and expenses.• Full cycle accounting duties including general ledger reconciliations, accruals, journal entries, reclassifications and financial reporting.• Worked with the RPA team to automate the monthly billing process through the creation and implementation of upload templates and scripts which directly uploaded invoice data into NetSuite and produced deliverable invoices. Produced efficiencies that saved days in working time each month.• Assisted with annual budgeting and forecasting processes.• Analyzed contracts for fee stipulations and increases - followed up with relevant parties to obtain information when needed.

Toronto, Ontario, Canada

• Performed recoveries and management fee billings for a portfolio of over 100 properties across three different regions within Canada• Oversaw corporate payables across the regions and ensured proper coding and timely payment to avoid penalties.• Carefully generated and distributed invoices, recorded cash receipts, and posted journal entries/accruals to ensure accurate business records in NetSuite - Ensured supporting backup included in all transactions.• Completed daily and monthly bank reconciliations and followed up with any unposted bank transactions.• Tracked outstanding receivables and followed up on collections.

Ontario, Canada

Successfully completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Derivative Fundamentals and Options Licensing Course (DFOL) to become IIROC licensed for equities, mutual funds and options trading. Provided clients with helpful, professional, and knowledgeable service on investment related topics through telephone channels. Carefully executed client instructions, accurately calculated order costs, and exercised meticulous attention to detail in every client interaction to ensure the provision of accurate information. Required a strong ability for problem resolution and the ability to leverage key partners to provide outstanding client service.

Ontario, Canada

Serviced thousands of clients through written and verbal channels with a multitude of different inquiries ranging from account openings to funds transfer and everything in between. Provided helpful and engaging service while proactively uncovering opportunities to match customer needs with available products and services offered. Focused on providing exceptional customer service through effective communication and strong problem resolution.

Ontario, Canada

Operated a forklift and managed a section of the warehouse to ready the sales floor for operation.- Operated heavy machinery safely with high focus and meticulous attention to detail- Collaborated with multiple stockers to ensure proper execution of floor plans- Effectively managed time and executed tasks based on priority- Analyzed inventory data to make decisions regarding product placement on the fly

Ontario, Canada

Performed a rotation between three key areas of the retail business that acted as an introduction to a management position at Costco.The three areas were as follows:Merchandising- Created strategic floor plans that maximized sales using logical product placement and taking in account of events within the retail industry.- Managed inventory space and maximized turnover by ensuring product was fully stocked and on the sales floor.- Analyzed incoming product shipments and on-hand information to identify new products and opportunities for new sales plans.- Actively walked the sales floor to identify problem areas and opportunities. Addressed these problems and reported opportunities to management.- Supervised employees and ensured operations were executed according to standard and within a certain time frame.Front-end Operations- Operated a cash till and followed policies regarding front end operations. (recording cash logs, dropping cash, etc)- Greeted members and provided a high level of service by addressing every member inquiry and concern. Diffused elevated situations carefully when a negative member experience occurred. Ensured member retention and loyalty.- Maximized operations efficiency by analyzing member door counts and opening cash lanes when required. Actively tracked metrics and reported numbers to management.- Informed members of services and saving opportunities to capture membership upgrades, Capital-one MasterCard enrollments, and guest referrals to meet daily goals.Membership Services- Performed refunds, price adjustments, and problem solved thousands of member concerns.- Analyzed situations regarding product returns to identify return fraud and legitimacy of product returns.- Performed membership enrolments, upgrades, referrals and Capital-One MasterCard signups.- Analyzed member shopping history on the fly to identify sales opportunities and provide information regarding services and upgrades.

Ontario, Canada

Enrolled in the Costco College Student Retention Program where students gain experience and insight in to the world of wholesale retailing. Performed in roles such as merchandising, customer service, front-end assistance, supervising, and staff training.Received offer to enroll in the Costco Manager in Training program.

250 The East Mall, Etobicoke, On

A customer-facing position that focused on providing a high level client experience by providing individualized service. Established strong product presentation and produced value-added product that boosted average customer market basket.

1595 Adelaide St N, London On

Delivered consistent exceptional customer service. Established relationships with clients that would enhance customer loyalty. Promoted a positive work environment through collaboration. Oversaw merchandising and coordinated with colleagues to ensure product was fully stocked and inventory turnover was maximized.

Bachelor’S Degree, Retail Management

Activities and Societies: Ryerson Dragon Boat ClubA Bachelor's of Commerce Program teaching the core concepts of commerce including.

Certificate In Accounting And Finance, Accounting And Finance, A+

A certificate that includes courses covering multiple avenues within the field of finance and accounting. Providing exposure to areas such.

Certificate In Advanced Accounting, Accounting, A

A certificate program that provides advances exposure to accounting topics which satisfies the requirements for admission to the CPA PEP.