Julia Fear Email & Phone Number
Who is Julia Fear? Overview
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Julia Fear is listed as Client Experience Manager at Veritable Wealth Advisory, a company with 4 employees, based in Ontario, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Julia Fear.
Julia Fear previously worked as Office Manager / Accounting Technician at Business Management Services and Bookkeeper / Customer Service Administrator at Fires Alive Fireplace, Bbq & Solatube Store. Julia Fear holds Accounting: The Fundamentals, 92% from University Of Toronto.
Email format at Veritable Wealth Advisory
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About Julia Fear
· Thirty years of diverse experience in administration, accounting and customer service· Demonstrate exceptional communication and organizational skills· Insightful analysis and disciplined approach to problem-solving· Natural ability to establish and maintain trusted relationships· High quality deliverables and ability to prioritize to meet commitments· Gallup Top 5 Strengths: Harmony, Consistency, Relator, Responsibility, Achiever
Julia Fear's current company
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Julia Fear work experience
A career timeline built from the work history available for this profile.
Office Manager / Accounting Technician
- Supervised front office functions to ensure a positive and personalized experience for clients
- Managed workflow and delegated tasks during the busy personal and corporate tax seasons
- Maintained up-to-date and confidential information in Client Track CRM
- Developed trusted relationships with clients through the bookkeeping cycle, from posting to the General Ledger to preparing and filing HST returns
- Responsible for key administrative functions, including client inquiries, meeting… Show more Supervised front office functions to ensure a positive and personalized experience for clients
- Responsible for key administrative functions, including client inquiries, meeting coordination, invoicing and collections, human resources and communications Show less
Bookkeeper / Customer Service Administrator
- Performed bookkeeping functions for three related companies using QuickBooks Enterprise and QuickBooks Online
- Responsibilities included customer invoicing and collections, accounts payable, bank reconciliations, government remittances, intercompany transactions and bi-weekly payroll submission
- Provided exceptional retail service by engaging with customers on the phone, by email, and in-store
- Prepared year-end documents and communicated with accounting firm to finalize statements and tax… Show more Performed bookkeeping functions for three related companies using QuickBooks Enterprise and QuickBooks Online
- Prepared year-end documents and communicated with accounting firm to finalize statements and tax returns Show less
Sales Compensation Analyst
- Feb 2017 - Nov 2018: Contract position via ManpowerDec 2010 - May 2014: Full-timeResponsible for semi-annual sales compensation planning and quota deployment for 100+ sales reps
- Deployed $350M+ of PC and Print quota to the sales reps each cycle
- Monitored sales data to ensure proper crediting and track sales rep performance
- Represented Canada on worldwide teams to drive operational efficiencies, including pipeline management and scoping project for new global quota planning… Show more Feb 2017 - Nov 2018: Contract position via ManpowerDec.
- Represented Canada on worldwide teams to drive operational efficiencies, including pipeline management and scoping project for new global quota planning tool
- Tested and implemented new cloud-based territory and quota planning software (Anaplan) Show less
Sales Support Analyst
- Published commercial sales forecasts to senior management and sales reps
- Provided administrative and application support to sales reps on CRM software
- Organized and facilitated training sessions for Inside and Field Sales
- Developed a tool and process for tracking customer experience from an internal perspective
- Process owner for Canadian Direct Customer Experience survey escalations
Executive Assistant, Compaq Direct Operations
- Managed Director’s schedule and assisted with day-to-day administrative tasks
- Prepared internal and external meeting materials, presentations and marketing collateral
- Developed and maintained Compaq Direct Operations intranet site
- Ensured cost effectiveness of travel arrangements and office provisioning
Accountant
- Administered semi-monthly payroll for 55 employees, including related reporting, remittances and monthly calculation of commission payments for sales reps
- Collaborated with President and Controller to prepare Inacom’s accounting records for acquisition by Compaq Canada Corp
- Cooperated with Compaq’s Human Resources department to transfer confidential Inacom employee information and year-to-date payroll data in preparation for transition to Compaq
Team Leader, Accounting
- Supervised accounts receivable and accounts payable functions
- Administered semi-monthly payroll for 25 employees, including related reporting, remittances and monthly calculation of commission payments for sales reps
- Transitioned accounting records from ACCPAC DOS to ACCPAC for Windows
- Prepared monthly internal financial statements with related analyses
Accountant
- Maintained accounting records of four companies in different currencies
- Transitioned accounting records from a manual Excel-based system to M.Y.O.B.
- Administered monthly payroll with related reporting and remittances
- Supervised accounts payable and invoiced clients for fees and recoverable expenses
- Budgets and cash flow projections for all companies; prepared quarterly consolidated financial statements
- Prepared year-end statements and related material for annual audit and communicated… Show more Maintained accounting records of four companies in different currencies
Office Manager
- Prepared monthly financial statements, bi-weekly payroll, budgets and cash flow projections
- Invoicing and collection of accounts receivable; managed accounts payable
- Prepared year-end financial statements, including calculation of R&D tax credit
- Communicated with auditors to finalize statements and tax return
- Recruited university students for co-op work program
Office Manager
- Recruited and trained summer staff to provide administrative support to franchise managers
- Supervised staff to record revenue and expenses for 150 painting franchises in Central Canada
- Supervised bi-weekly administration of payroll for over 2500 painters
Colleagues at Veritable Wealth Advisory
Other employees you can reach at veritablewealthadvisory.com. View company contacts for 4 employees →
Alesha Burkitt
Colleague at Veritable Wealth AdvisoryHavelock-Belmont-Methuen, Ontario, Canada, Canada
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MG
Matt Galbraith
Colleague at Veritable Wealth AdvisoryKingston, Ontario, Canada, Canada
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DP
Daniel Perras, Cfp®, Clu , Cim®, Tep
Colleague at Veritable Wealth AdvisoryPeterborough, Ontario, Canada, Canada
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AD
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®
Colleague at Veritable Wealth AdvisoryOshawa, Ontario, Canada, Canada
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RW
Rob Wojtasik
Colleague at Veritable Wealth AdvisoryBurlington, Ontario, Canada, Canada
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KL
Kim Le Page
Colleague at Veritable Wealth AdvisoryPeterborough, Ontario, Canada, Canada
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ML
Melissa L.
Colleague at Veritable Wealth AdvisoryKingston, Ontario, Canada, Canada
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JD
Julie Dickson
Colleague at Veritable Wealth AdvisoryBurlington, Ontario, Canada, Canada
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JL
Jerome Losorata
Colleague at Veritable Wealth AdvisoryCanada, Canada
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AB
Adam Brown
Colleague at Veritable Wealth AdvisoryBurlington, Ontario, Canada, Canada
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Julia Fear education
Accounting: The Fundamentals, 92%
Bachelor Of Arts - Ba (Honours), Criminology
Frequently asked questions about Julia Fear
Quick answers generated from the profile data available on this page.
What company does Julia Fear work for?
Julia Fear works for Veritable Wealth Advisory.
What is Julia Fear's role at Veritable Wealth Advisory?
Julia Fear is listed as Client Experience Manager at Veritable Wealth Advisory.
Where is Julia Fear based?
Julia Fear is based in Ontario, Canada, Canada while working with Veritable Wealth Advisory.
What companies has Julia Fear worked for?
Julia Fear has worked for Veritable Wealth Advisory, Business Management Services, Fires Alive Fireplace, Bbq & Solatube Store, Hp, and Compaq Computer Corporation.
Who are Julia Fear's colleagues at Veritable Wealth Advisory?
Julia Fear's colleagues at Veritable Wealth Advisory include Alesha Burkitt, Matt Galbraith, Daniel Perras, Cfp®, Clu , Cim®, Tep, Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®, and Rob Wojtasik.
How can I contact Julia Fear?
You can use AeroLeads to view verified contact signals for Julia Fear at Veritable Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did Julia Fear attend?
Julia Fear holds Accounting: The Fundamentals, 92% from University Of Toronto.
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