Jeff Playford Email & Phone Number

Waterloo, On, Ca

Greater Kitchener-Cambridge-Waterloo Metropolitan Area

Kitchener, Ontario, Canada

Waterloo, On, Canada

Waterloo, Ontario, Canada

Kitchener, Canada Area

Kitchener, Canada Area

• Completing reconciliations on a timely basis within a material threshold of the board billing book and related transactions, individual lines deferred payments and revenues by product lines, taxes, surplus balances and the general ledger• Ensuring board audits are completed in accordance with established standards, and preparing year end reconciliation schedules for premium, taxes, surplus and revenue and where required reconciling activity with carriers.• Power User for the new AIS - evaluating special financial reports for accuracy and financial controls, and implementing process improvements across a varied scope

• Developed standardized billing template that allowed for more efficient new client implementation and increased understanding of billing process for internal staff• Took initiative to improve regulatory T4A, T5, RL1 filings by documenting proper tasks and spearheading a task force to update software required for taxable disability benefit reporting

Kitchener, Canada Area

• Maintained strong internal controls and developed process improvements that cut administrative work by 50% for corporate credit card program• Established procedures for correct revenue recognition and improved forecasting techniques for commission fees through use of advanced Microsoft Excel techniques and accounting guidelines• Provided adaptive team support through learning payroll, accounts payable, and staff accountant duties in addition to personal roles/responsibilities to ensure department targets are met

• Developed and maintained internal controls for cash records and reconciliation• Aided in internal audit of business processes in order to improve value-add for client• Ability to think outside the box, developing creative solutions for accounting systems transition

Responsible for providing accounting and financial support to the premium accounting team - including performing duties to assist the accounts receivable coordinators, and the premium accounting manager.