Juli Peers Email & Phone Number

Waterloo, Ontario, Canada

Waterloo, Ontario, Canada

NewGround is the industry leader in planning, designing, and building branded spaces for financial institutions, organizations, and retailers. With over 100 years of experience, we align brand, place, and culture in branded spaces across North America.Headquartered in Waterloo, with a regional presence in Vancouver, we serve Canada from coast to coast. Internationally, NewGround serves the entire US and Caribbean. For more information, visit NewGround at www.newgroundcanada.ca

Kitchener, Ontario

♦ Apply my business experience and knowledge to review courses as well as the program overall, noting strengths and recommending changes to the existing programs with other members on the committee♦ Utilize strong interpersonal skills to communicate effectively in the group and individually

Kitchener, Canada Area

• Quickly learned a complex job with little training or supervision• Effectively report monthly to the Business Unit Manager, Controller and President on job status for over 220 jobs• Enjoy utilizing keen customer service skills in dealing with 32 Project Managers in addition to reporting to the Controller and CFO• Designed and implemented a process to account for meals on all types of jobs to satisfy a CRA Audit requirement• Employ excellent time management skills to balance multiple, ever-changing priorities while handling job set-ups, billings, collections and month-end reporting• Utilize sharp attention to detail to effectively maintain job financials based on increasingly complicated contracts and in numerous tax jurisdictions all over the United States• Taken initiative to improve the process for invoicing service jobs to minimize lost revenue that was slipping through the cracks• Effectively trained 5 people and received positive feedback from trainees and colleagues• Contributed to a successful conversion of Microsoft Dynamics Navision and Brock Reports including testing and detailing issues• Successfully started and maintain an in-house yoga class in January 2015 and due to its popularity renewed the 8 week session 4 times so far (at Mar 2016)

Kitchener, Canada Area

* Manage all accounting functions including reconciliations, journal entries and monthly closing & reporting for a local crisis centre * Process payroll for up to 50 staff bi-weekly for a local crisis centre while maintaining high degree of confidentiality* Prepare quarterly government reports for the Ministry of Community & Social Services for a local crisis centre* Prepare annual HST returns for several not-for-profit organizations* Prepare charitable tax return for several not-for-profit organizations* Apply keen attention to detail to conduct payroll audit and other projects utilizing excel* Employ strong desire for continuous learning to educate myself in this new industry of non-profit accounting* Make use of excellent accounting skills to make decisions and recommendations to clients* Handle all bookkeeping using Quickbooks for two churches & four non-profits including the production of month-end reports

Kitchener, Ontario

♦ Taking initiative to start my own business and determining that I enjoy working in a larger organization instead♦ Utilizing my excellent communication skills and love of helping others to market myself, discover the needs of clients and describe effective plans of action♦ Employing my love of learning and keen research skills to explore the extensive world of social media so that I can provide the best information to clients♦ Asked to return for tax season at Rodney N. Goetz, P.C. due to excellent past service

*Skilled at the preparation of charitable tax returns as well as personal and corporate returns *Took initiative to contact fellow CGAs to inquire on a possible position during tax season and was accepted immediately and also asked to continue indefinitely* My adaptability allows me to quickly learn many facets in the field of public accounting*Utilize my strong research skills and attention to detail to delve into many complex issues* review personal tax returns for accuracy and enter complex transactions* research arising issues or questions, primarily related to taxes, to ensure proper handling and calculations

♦ Utilize resourcefulness to obtain speakers and facilities for local events♦ Able to encourage attendees to feel comfortable, with a personable manner, and have managed to recruit two new members for the professional development committee♦ Effectively communicate and contribute to the board, evidenced by positive feedback

♦ Managed all administrative functions including all accounting, utilizing solid multi-tasking skills♦ Actively displayed and encouraged continuous improvement within the staff and the information flows within the company♦ Instrumental in developing solid strategic plans with my partner which allowed us to more than double sales in three years♦ Learned Simply Accounting quickly and proceeded with the task of setting up, maintaining and teaching all staff the system♦ Hired Conestoga College Co-op student and taught her about accounting in the “real world” for two placements stressing the importance of accuracy and attention to detail through example ♦ Resourceful in gaining knowledge in the many fields necessary as a small business owner ♦ Displayed dedication in growing a solid, reputable company and therefore was able to sell the business for three times the purchase price after three years

Cambridge, Ontario

Responsible for managing all accounting functions within the Fabrication Business Unit including: ◊ Monthly financial reporting and analysis including Joint Ventures ◊ Quarterly forecasts and annual budgets ◊ Job Cost analysis ◊ Cash flow projections ◊ Supervise and hire for accounts payable, accounts receivable & project support ♦ Demonstrated effective communication skills to meet position’s purpose of “mentoring staff in the management of accounting practices”♦ Utilized strong analytical skills and attention to detail in reporting monthly to Vice-President of Fabrication, Controller & Company President ♦ Developed easy to understand financial presentations for non-financial staff on annual basis ♦ Sought out by others for knowledge and input, as noted on performance review♦ Demonstrated successful team skills in my relations with all staff, at all levels while also displaying the ability to work independently♦ Possess flexible nature which was key in managing continually changing priorities♦ Designed training material and made presentations to teach Project Managers how to use the eCMS ERP system to their advantage♦ Worked diligently over a six month period to detect and fix Equipment department’s continuous computer issues, working closely with software developers

* Month-end preparation and completion package* Preparation of financial statements, quarterly forecasts & corresponding analysis* Supervising accounts payable, accounts receivable & financial accounting staff* Supervision of general ledger control* Special reports and requests for information* Assistance in year-end audit* Self motivated to achieve high personal standards which allowed me to move up quickly in company * Developed strong computer skills especially in MS Excel, Word and AS400

Preparing standard, foreign exchange & miscellaneous monthly journal entries * Preparation of supporting reconciliations for monthly financial statements * Responsible for capital expenditure tracking, analysis and reporting * Problem solving for accounts payable, receivable and general accounting issues * Training of new accounting clerk * Backup for hourly payroll clerk

* Demonstrated effective responsibility of thousands of dollars of cash each shift

distinct communication skills in making difficult concepts understandable; demonstrating patience and resourcefulness to explain a concept in several different ways if necessary * Demonstrated strong time management and organizational skills to balance employment, school and tutoring while maintaining personal high standards and grades

Cga, Accounting, Management, Strategic Planning

Diploma, Business Administration - Accounting

Education record

Education record