Jonathan Koay, Cpa Email & Phone Number

Ottawa, ON, CA

Ottawa, Ontario, Canada

Ottawa, Ontario, Canada

• Currently part of the Ottawa Risk Assurance Services – analytics and automation team and the National Data Centre of Excellence
• Develop complex scripts to cleanse, standardize, merge and analyze large data sets for accuracy and completeness using Alteryx and ACL
• Design and implement interactive visual dashboards utilizing Tableau and PowerBi for clients, enabling senior management to make data-driven decisions through analysis of multiple data sets
• Provide coaching to junior team members through the use of the "Teach, Don't Tell" methodology to support the growth of team members
• Execute the implementation of automation strategies based on complex data models to effectively optimize operational efficiency by reducing manual process
• Develop business and technical requirement documents for final client deliverable, per defined needs and requirements of the engagement contract, to identify data integrity challenges and recommendations to improve.

Ottawa, Canada Area

Ottawa, Ontario, Canada

• Processed claims for reimbursement to employer incentives and client supports
• Compiled and maintain 7 departments financial records with accurate supporting information for all financial transactions
• Performed a weekly reconciliation between the clerk and coordinator data to prevent any further discrepancies
• Ensured that accounts payable are paid in a timely manner
• Created weekly to annual financial reports on revenue and expenditure budgets including quarterly HST and bulk purchase reports

Ottawa, Ontario, Canada

• Completed data entry and credit checks
• Helped with month-end financial reports
• Worked under supervision of an accountant
• Assist edwith bank statements reconciliation
• Preparation of various taxes filings for the organization

Ottawa, Canada Area

• Provided excellent customer service in a fast-paced environment at the Bookstore during “back-to-school” season
• Processed and addressed customer inquiries and questions to locate in-demand items
• Controlled and monitored stock levels based on forecasts for the season
• Assisted with setting up visual displays in high traffic areas to maximize sales

Mississauga, Canada

• Managed and supervised up to 12 lifeguards
• Delivered high quality swim instruction to groups of up to 10 swimmers simultaneously
• Resolved complaints in a professional manner
• Monitored cleanliness and ensure the safety of patrons during public and private swim sessions
• Mentored junior staff offer advice related to best practices for swim instruction

Ottawa, Canada

• Monitored and maintained a visually appealing store environment
• Replenished product inventory in the store front
• Processed shipments and deliveries efficiently
• Accurately identified and reported discrepancies in inventory levels to management

Mississauga, Canada

• Monitored cleanliness to ensure a safe, enjoyable swim environment
• Ensured the safety of patrons during public swims
• Resolved complaints in a professional manner

Education record

Bachelor Of Commerce (B.Com.), Accounting

High School, Business/Commerce, General