Karla Fragoso-Schroeter Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Canada

Calgary, Alberta, Canada

•Automated the Associate Pay process by integrating Power Query, Power BI, and Excel macros, which resulted in a 50% reduction in processing time and increased accuracy in associate pay calculations. This automation streamlined data extraction, analysis, reducing manual intervention and errors.•Developed and maintained dynamic Power BI dashboards to visualize data from SQL databases, providing real-time insights and enabling data-driven decision-making. Enhanced dashboards to highlight key performance indicators and trends, improving business analysis.•Ensured completion of all month-end procedures, including reconciliations, journal entry uploads, depreciation posting, monthly accruals, and review of financial statements to maintain financial integrity and accuracy.•Consolidated clinic software reports to generate Associate Pay, Sales, and Associate Accruals, ensuring consistency and accuracy across financial reports.•Conducted in-depth monthly analysis of Clinic Income Statements to identify trends, opportunities for cost savings, and operational efficiencies.•Completed financial reports on time, ensuring that all final reviews were conducted by established deadlines, thus maintaining compliance with corporate standards.•Accessed, compared, and analyzed data from six different clinic software systems (Tracker, Dentrix, ClearDent, MaxiDent, PowerPractice, and Gold Dental), enabling comprehensive cross-platform analysis and reporting accuracy.

Calgary, Alberta, Canada

• Processing monthly expense reports, prepayment, and true-up invoices.• Analyzing accounts payable un-invoiced transaction report for over 75 vendors and following up regarding outstanding accruals• Processing the Federal Fuel Charge, Canadian and United States motor fuel, carbon, and franchise tax returns for 7 provinces and 13 states• Reconciling 8 inventory locations and posting month end journal entries to the general ledger• Lead and point of contact for all freight disputes with logistics stakeholders.• Created documentation for the accounting process such as Expense Policy and working instructions for the AR and AP processes.• Proving support and training of Entero software to new staff and developed onboarding documentation.• Supervising the accurate and timely processing of up to 1500 accounts payable invoices per month.

Calgary, Alberta, Canada

• Verified vendor accounts by reconciling invoices and related transactions.• Reconciled processed work by verifying entries and comparing system reports to balance.• Reported sales taxes by calculating paid invoices.• Computerized recordkeeping systems, initiating and maintaining financial accurate and current tracking in Oracle.

Calgary, Alberta, Canada

• Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.• Evaluated pay stubs, credit history, tax information and bank statements for financial status.• Completed all paperwork, recognizing any discrepancies and addressing them promptly.

Mexico City Area, Mexico

• Developed understanding of company audit methodology, approach, and tools. Identified control gaps in procedures and systems through in-depth research and assessment and suggested methods for improvement. Reducing non-compliance issues by 25%. • Provided strong customer service and support to prevent invoice and expense issues.• Used SAP to create reports and recommended courses of action to upper management.• Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.

Mexico City

• Rendered assistance in coordinating the program’s events, including flying to the US for assistance and coordination.• Secured flights and hotels for staff and attendees.• Managed contracts for grantees.• Developed a strategic plan for the next 5 years.• Provided administrative and operational assistance.• Provided logical support for initiatives and projects. • Managed the relationships with our vendors and key partners. • Designed the website and other informative material • Provided proofreading and translations.

Mexico City, Mexico

• Led monthly meetings to analyze spending and provide financial recommendations. Implemented a strategic plan that reduced bad debt.• Interacted with contractors and suppliers to guide cost analysis process by establishing and enforcing policies and procedures. Reduced costs 35% through client and distributor price negotiations.

Mexico City Area, Mexico

• Industries worked: Healthcare, Government, Insurance, Financial, Utilities, Travel & Hospitality, Law Enforcement, Court, and 911. • Compliance with protocol to ensure client expectations are met with the Limited English-speaking Person (LEP), avoiding interaction with the LEP without client’s permission.• Remained calm during calls in the events where one of the primary speakers is incoherent or upset, especially in emergency situations.

Cpa Professional Education Program, Accounting

Activities and Societies: https://www.cpaalberta.ca/Become-a-CPA/CPA-Professional-Education-ProgramThe CPA Professional Education Program.

Cpa Bridging Program (Post-Bachelor Certificate In Advanced Accounting), Accounting, 3.6

Activities and Societies: Completed the Post-Bachelor Certificate in Advanced Accounting and the Post-Bachelor Certificate in Accounting.

Bachelor In International Business (Distinction)/ Chargé D'Affaires Internationales, International Business, 15.8

Activities and Societies: Graduated with a Bachelor of Science and Distinction. https://en.grenoble-em.com/bachelor-international-businessS.

Semester Abroad, Economics, 8

Courses taken: Organisational Behaviour, Corporate Finance and Organisation Design.

French Certification, Foreign Languages And Literatures, General

Achieved level A2