Heather Mcdonald Email and Phone Number

Responsible for assigning orders to installer and organization of calendars for seven different installation crewsOne-on-one contact with clients to set up pre-install inspections, send second deposits and finalize installation schedulesFollow up with clients upon completion of installations to ensure customer satisfactionWork closely with after sales service to ensure any deficiencies are looked after.

Responsible for Opening New filesSend and receive deposit invoices, progress invoices, final invoicesBank deposits and month end financial closeout.Collection of Outstand A/RResponsible for collection of invoices from Vendors on a daily, weekly and month basisPayment of invoicesWork one-on-one with Owner of Company planning for future.

Work directly with Camps/ Parks with regards to Billings/ PayablesMonth end Financial Statements for eachWorking 1 on 1 with Accountant with regards to PayrollWorking 1 on 1 with Contractors as needed

Work directly with company President carrying out research and compiling appraisal reports.Research includes detailed location analysis and gathering statistics.Consolidate data and produce daily excel reports.Extensive use of Office software and some MAC computers/softwareAct as a backup to the Office Manager.

Responsible for transition between McNulty and Intrepid following company merger. Supported the consolidation of two operating systems, administrative procedures and staff.Dealt with clients during the merger in order to ensure a smooth transition.

Worked directly with marketing to secure contracts with large insurance companies totalling $500,000 and government organizations, totalling $100,000. large organizationsClient liaison with managers of secured contracts ensuring their needs were met and terms of the agreement were adhered to. This involved working with staff directly to remain within budgetary limits in the most effective manner.Conducted extensive research and background checks on individuals, businesses and properties in order to assist with client files which included both insurance and court files.Responsible for H/R activities. Payroll and Accounting for all employees of the company including completion of T4's, ROE's, employee reviews and government tax payments.Worked directly with the Accountant to ensure all accounting was done in an efficient manner and budgets where adhered to.Managed a staff of 12 as the owner took a step back from the business.Coordinated all clerical staff for daily work load and project items.Created and implemented new administrative systems.Organized and trained new staff on various systems and programs.Reported office performance to the President on a weekly basis.Executed staff reviews.Managed most accounting including A/R/, A/P, Payroll.Collaborated with IT to scope, upgrade and maintain office systems.Communicated with on the road investigators and clients to ensure their needs were being met.

Answering phones and directing calls.Dicta, typing and formatting reports, including invoices.Maintaining computer and manual file systems.Coordinating office procedures