I'm in charge of a team of Investment Representatives. My team is motivated, driven, and passionate about the markets.

- Investment Planning- Tax Planning- Wealth Management- Estate Planning

Supported Applications Team by compiling quotes and estimates for review before bid dayResponsible for researching future suppliers and manufacturers of equipment and products including fiberglass reinforced plastic (frp) tanks, blowers, fans and precast concreteAssisted in preparing presentations for senior management to wastewater treatment plant employees

Assisted in preparing for quarterly and yearly auditsSupported CFO and Accounting Manager in reviewing financial statementsResponsible for Accounts Payable which included approving, entering, filing and following up with issues involving invoicesResponsible for Accounts Receivable which included dealing with outstanding balances, following up with customers and processing chequesMaintained and updated database of contracts and contacts for sales ordersIn charge of revenue forecasting which involves meetings with project managers, discussing budgets, timelines and contract valuesWorked as an intermediary to smoothly work between senior management, project managers and MAS90 (Biorem's accounting software)

Worked with SAP softwareResponsible for confirming delivery of parts and quantities to accurately post invoices into accounting software for paymentResponsible for corresponding with RIM employees and suppliers to correct discrepancies between purchase orders and invoicesAccuracy and precision were key

In charge of creating, analyzing, and distributing monthly reports to branch managers and Patene co-ownersDealt with branch managers to discuss outstanding customer accounts and resolution methods