Lindsey Simpson, Bcomm Email and Phone Number
As a Relationship Officer at Servus Credit Union, I leverage my 15+ years of experience in accounting and financial services to provide profound and tailored advice to clients based on their specific needs. I have an Advanced Credit Certification from Equifax Canada, which enables me to oversee mortgage and loan activities, as well as business banking and lending. I also have a strong understanding of the financial operations, processes, and markets of various industries, including rivals and key stakeholders in the value chain.I am passionate about helping clients achieve their financial goals and optimize their cash flow. I use data analysis, problem-solving, and strategic thinking skills to deliver relevant and influential advice that supports operational and strategic business decisions. I also pride myself on my relationship management, communication, and team leadership skills, which allow me to collaborate and partner with clients, colleagues, and stakeholders effectively. I am motivated by the noble purpose of Servus Credit Union which is reimagining financial fitness – guides all that we do.
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Treasurer And SecretaryDrayton Valley Rural Electrification Association Inc.Alberta, Canada
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Relationship OfficerServus Credit Union Sep 2024 - Present -
Treasurer/SecretaryDrayton Valley Rural Electrification Association Inc. Mar 2019 - PresentDrayton Valley, Alberta, CanadaDescription: Drayton Valley REA provides members with an exceptional distribution system, delivering safe and reliable power through sound management and prudent business practices.As a Treasurer/Secretary, I supervise all payments and oversee receivables activities to ensure seamless cash inflow and outflow. Control costs, direct payments, and improve productivity through bookkeeping, contract management, budgeting, and website management. Facilitate new installations and administer client's complex issues promptly and professionally.Highlights of accomplishments in this role include:Headed 720 members and boosted members' current contract compliance from 20% to almost 50% per regulatory standards.Transformed business processes by updating all procedures from manual to digital by incorporating accounting and record-keeping systems.Conducted meetings to discuss significant matters with a competent team, bringing influential solutions to challenges.
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Business AdvisorAtb Financial Feb 2021 - Aug 2024Drayton Valley, Alberta, CanadaDescription: ATB Financial is a provincial bank whose main objective is advice-based banking. They don't push sales, they do what's suitable for the client and make things possible by being excellent advice givers.As a Business Advisor, I provide profound financial and advisory services, such as personal business banking and lending, based on the specific needs of each individual. Oversee mortgage activities and numerous other loan activities, including personal and business. Acquire a comprehensive understanding of financial operations, company process management, and the local and global markets, including rivals and key stakeholders in the value chain, to deliver relevant and influential advice to customers. Highlights of accomplishments in this role include:Met 180% of sales targets and surpassed senior management expectations based on outstanding performance.Proposed best solutions and delivered great customer advisory services by guiding the right people to the right product.Utilized sound analytical competency to mitigate problems faced by the team members in the leader's absence.Committed to accomplishing targeted $7K per quarter goal through strategic planning and execution.Worked in challenging settings, de-escalating tense situations with clients and team members.Showcased sound communication abilities to confidently interact with each individual to share efficient thoughts and direction. -
Account TechnicianCrystal Heck'S Accounting Service Inc. Jan 2008 - Feb 2021Description: Crystal Heck's Accounting Service Inc. is a one-stop office for business needs, offering bookkeeping services for small to medium-sized companies. During my time at Crystals’ Heck Accounting, I assisted in implementing an inventory system for one of the major firms. Executed all accounting and financial operations aspects, such as payroll, accounts payable and receivable, reconciliation, benefit administration, T1 tax returns, and inventory implementation and control.Highlights of accomplishments in this role include:Conducted government reporting and GST corporate filings in an accurate and error-free manner.Aided businesses in estimating and defining financial Key Performance Indicators (KPIs) to administer pricing inventory and drive growth and profitability effectively.Established firms from the ground up, including WCB registration, incorporation, and CRA registration.
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Accounting TechnicianDupre Boilers Ltd. Apr 2012 - Mar 2013Edmonton, Alberta, CanadaDescription: Dupre Boilers provide oilfield corporations with an industrial understanding of boiler maintenance and leasing.Prepared documents and reports and presented findings to management. Proposed suggestions on changing the company's processes and policies to reduce costs and improve performance. Streamlined operations to maintain cash flow, meet existing financial obligations, and plan for future goals. Highlights of accomplishments in this role include:Complied with Generally Accepted Accounting Principles (GAAP) for financial statements preparation.Analyzed and interpreted data and logged a deep record of the results.Led efforts to maximize profit and minimize losses by strategically managing accounts payable and receivable, payroll, GST, reconciliation, and benefits administration. -
Early Professional ExperienceAccounting Roles May 2006 - Jun 2010Edmonton, Alberta, CanadaDycor Technologies, LTD. | Accounting AssistantCanadian Imperial Bank of Commerce | Customer Service Representative
Lindsey Simpson, Bcomm Education Details
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Business/Commerce, General
Frequently Asked Questions about Lindsey Simpson, Bcomm
What company does Lindsey Simpson, Bcomm work for?
Lindsey Simpson, Bcomm works for Drayton Valley Rural Electrification Association Inc.
What is Lindsey Simpson, Bcomm's role at the current company?
Lindsey Simpson, Bcomm's current role is Treasurer and Secretary.
What schools did Lindsey Simpson, Bcomm attend?
Lindsey Simpson, Bcomm attended Macewan University.
Who are Lindsey Simpson, Bcomm's colleagues?
Lindsey Simpson, Bcomm's colleagues are Myla Dela Fuente, Chloe Haughian, Kristopher Panchuk, Alex Bedereou, Danine Weber, Ben Crane, Fahad Khan.
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