Logan Chalkley Email & Phone Number

Kitchener, ON, CA

Canada

• Calculate sales commissions, reconcile and post journal entries, and review variance on a quarterly basis for CFO review
• Review orders in SAP for accuracy based on purchase order, quote and contract, and invoice customers, including reviewing sales taxes for correctness based on province/state
• Communicate regularly with domestic and international clients for the purposes of collecting outstanding balances
• Perform pre-sales credit risk evaluations, and review regularly for pending sales using Salesforce, working with sales team as needed

• Collect and review invoice copies, shipping documents, purchase orders, and director approvals to process and post to vendor accounts
• Present payment recommendations to Chief Financial Officer for approval, then complete payments via ACH, wire, and cheque
• Reconcile HST, GST, and QST and file along with excise taxes for timely payment
• Train, mentor, and delegate tasks to Accounts Payable Clerk
• Complete comprehensive anti-fraud screenings when setting up, or updating, vendor information

• Bill customers weekly, and execute collections process, reviewing aged receivables, and following up on past due invoices
• Close month-end within timeframe, including: completing transactions, booking accruals, and performing account reconciliations to ensure accuracy
• Process daily sales transactions for various channels, consisting of The Beer Store, Waterloo Brewing Retail Store and Waterloo Brewing Taphouse
• Complete keg reporting to The Beer Store, and Wine Tax reporting to the LCBO
• Review and test Internal Controls for Financial Reporting, and other ad hoc projects as they arise

• Meet regularly with Vice President of Finance to discuss aging client accounts and collection efforts
• Prepare bank deposits and cash receipts, keeping client account balances up-to-date, in a multi-company setting
• Collect on overdue invoices, by means of email, call, and mail; gaining a rapport with clientele
• Approve payables and confirm customs invoices before billing, in a multi-currency environment

• Set up new accounts, including performing trade reference checks, and reviewing credit worthiness
• Liaise with client service and warehouse staff to process and reconcile returns and credits
• Provide administrative support to Senior and Intermediate accountants, and coordinators to eliminate bottlenecks and keep the department running effectively
• Input payables quickly and accurately into database

• Coordinate and problem solve with suppliers, to ensure clients receive stock for event deadlines
• Act as primary or secondary contact for clients, many times working one-on-one to meet the customer’s needs
• Accurately enter, and follow-up on orders received via phone, fax and email in a timely manner

Fergus

• Complete cashier and customer service associate duties as required to keep customer wait times low and to keep the front-end running smoothly
• Organize and arrange staff, through schedule adjustments and moving employees between tasks, so customers’ needs are taken care of as efficiently as possible
• Assist cashiers and customer service team with overrides as required, as well as working to find solutions to issues they are unable to deal with
• Liaise with store management and front-end team to ensure everyone remains up to date and aware of any policy changes
• Count money in cash registers and utilize computer software to account for cash flows

Fergus, Ontario Canada

• Selected by management to operate the store’s customer service desk
• Process orders effectively and efficiently and optimize customer experiences by going above and beyond to make sure customers leave satisfied
• Arrive on time for all shifts and fill in for colleagues when needed to help keep the front-end running smoothly
• Resolve any customer issues professionally to lead to repeat business

Waterloo, Ontario Canada

• Monitor students to ensure that all examination policies are being followed
• Remain accountable for all examination materials and booklets
• Communicate with professor regarding additional protocol or clarity of content

Belwood, Ontario Canada

• Contribute quality work and client service
• Administrative duties and daily record keeping in a timely manner
• Work closely with a wide variety of clients
• Develop accounting skills, financial reporting and business taxation methods