Gloria Guo Email & Phone Number

• Keep financial records by establishing Chart of Accounts, posting transactions and journal entries, preparing trial balance, maintaining general ledgers, reconciling accounts and preparing financial statements using.
• Calculate and process payments for utility, tax, purchases and other bills, and closely monitor cashflows
• Prepare and issue invoices to clients and tenants, and prepare bank deposits for cheques received
• Reconcile Bank Statements and Visa Statements on monthly basis
• Assist with financial draw funding request, and prepare cheques for inter-company transfer purpose after conducting cashflow analysis
• Conduct Reconciliation of Additional Rent for leasehold properties, and prepare invoices and statements

Prepared bank statement, revenue and cash and credit analyses, amortization, accounts payable and prepaid schedules with little supervision for both personal and corporate clientsCompleted working papers files for T2 corporate income tax returns including preparing adjusting journal entries and completing working trial balanceCompleted T1 personal income.

Ensure members’ satisfaction by identifying their requirements and recommending the product that fits their needsProvide professional services by knowing the products and answering members’ concernsImprove members’ experience through effective communication and extra steps of consideration

• Increased customer experience by making effective decisions for volunteers
• Enhanced customer service experience by accurately answering professional questions both from volunteers and clients
• Ensured the continuation and enhancements of services of the whole clinic through multitasking

• a community volunteer income tax program with Canada Revenue Agency
• Maximized customer returns by knowing latest policies to better match the needs of clients
• Improved customer satisfaction by building friendly relationships and handling unexpected situations well
• Ensured the accuracy of each file by following precise procedures carefully and double-checking the reports

Collaborate with one another alongside SFU staff members to develop strategies to promote student involvement beyond the classroom at SFUCoordinate and deliver involvement outreaches, as well as provide one-on-one assistance to students looking for opportunities to expand their learning and involvement on campus.