Jane Morgan Email & Phone Number

Virtual

Priddis, Ab

Coffee shop now open. Let the fun begin.

Calgary, Ab

• Manage full-cycle accounting; including A/R, A/P, progress billings, payroll, government remittances, reconciliations and all other related tasks • Researched and implemented a direct deposit system for staff payroll • Reduced use of printed cheques by 50%, resulting in savings of time, postage and overall cost• Increased use of electronic banking; thus decreasing bank fees by 15%• Negotiated better contracts with several vendors achieving savings of by 20-25% • Automated several accounting tasks; significantly reducing paper wastage • Improved processes; appreciably reducing errors

Calgary, Canada Area

Since 2004 Cache-flo Synergy Inc. (CSI) has been providing financial records management in three key areas: full-cycle bookkeeping, consulting (training) and administration of banking transactionsThrough our consulting branch we also offer an “in depth analysis” service. This can best be described as a health check up for your existing Simply Accounting database. We provide a comprehensive, professional review from the set up within Simply to an examination of all general ledgers. We will give recommendations to streamline processes and bring any errors to your attention.• Supply and deliver solid financial records management in the areas of bookkeeping, consulting, training and system evaluation• Interpret and explain policies, rules, regulations, and laws to organizations, government and corporate officials, and individuals • Identified redundancies and implemented processes to reduce man-hours required to complete accounting, resulting in time savings up to 50%• Determined an Input Tax Credit /GST claim discrepancy resulting in client recouping nearly $10,000.00

Calgary, Canada Area

• Arranged and participated in public appearances, lectures and exhibits to increase political awareness, promote goodwill and boost fundraising• Managed the financial affairs of major political campaign as controller at corporate and community levels• Directed all accounting, financial and treasury functions and practices including the preparation of fiscal records and financial reports• Provided general management responsibility for two business units with full P&L, staffing, facilities and technology oversight• Provided both business planning & analysis support to business units running election campaigns• Directed the conduct of political party’s relationships with donors, Elections Alberta and the financial community • Managed the financial communications and presentations to the Board of Directors and members• Supervised up to 10 employees and up to 50 volunteers; scheduled work hours, resolved conflicts, determined salaries and set priorities• Prepared budgets for approval, including those for funding and implementation of programs• Wrote, designed and produced constituency training guides and internal staff protocols• Deliver speeches, write articles, and present information at meetings and conventions in order to promote services, exchange ideas, and accomplish objectives

Calgary, Canada Area

• Provided independent and objective advisory services in areas such as strategic planning, facilitation, quality assurance, education and training, investment, information technology, identification and analysis of management problems, solution development or strategy implementation• Defined the nature and extent of projects by gathering information which included conducting research to determine the current efficiency and effectiveness of managerial policies and procedures• Analyzed data collected and used professional knowledge to develop proposals for improving methods, systems and procedures • Presented recommendations to the candidate and campaign team, assisted in implementing recommendations as required

Calgary, Canada Area

Accounting

Certificate, Accounting Principles and Simply Accounting Level 1 & 2 2004

Customer Service Support/Call Center/Teleservice Operation

Certificates, Telecommunications and Call Centre Management 2000