Nelda Robertson Email & Phone Number

Calgary, Ab, Ca

Brockville, Ontario, Canada

Red Deer Alberta

Red Deer

Providing bookkeeping/accounting, payroll and other business services to clients in a professional manner, including financial statements, analysis and software set-up, ie Sage. Focus put on getting bookkeeping files prepped for accountant with the intent of keeping accountant time to a minimum. Email: neldar@telus.netPhone: 403-598-6802

Red Deer, Alberta

• Prepared detailed analysis reports of income statements (P&L) for division, district, base, and product line, enabling managers to make informed business decisions; used Excel (pivot tables, formulas) and information from SAP and SharePoint.• Prepared monthly and quarterly revenue forecasting for sales and management, supporting accurate business decisions. • Drove continued focus on accounts receivable days outstanding (DSO) by setting team goals and improving processes… Show more • Prepared detailed analysis reports of income statements (P&L) for division, district, base, and product line, enabling managers to make informed business decisions; used Excel (pivot tables, formulas) and information from SAP and SharePoint.• Prepared monthly and quarterly revenue forecasting for sales and management, supporting accurate business decisions. • Drove continued focus on accounts receivable days outstanding (DSO) by setting team goals and improving processes. o Troubleshot issues, minimizing delays to keep DSO low and increasing overall cash flow. • Prepared month-end accruals and performed general ledger (GL) review and cost / revenue analysis, ensuring financial records were completed within very tight monthly timelines.• Tracked project costs and monitored spending, keeping management well informed.• Performed inventory control and variance analysis, providing information to management on findings, including trending and associated costs, raising awareness of issues.• Managed annual asset verification (physical count of district assets); consolidated and submitted asset count information from count team to head office finance, ensuring all assets were accounted for, performing necessary adjustments, and creating accurate record of assets. • Worked on process improvements projects• Prepared annual district budget (updated quarterly)• Supervised up to 10 administration staff, ensuring adherence with company processes, policies, and financial controls, including segregation of duties. • Recharged labor and equipment within organization, enhancing accuracy of P&L by district or division to enable well-informed decision making for managers. • Tracked direct / indirect headcount by division, product line, and position, helping managers with adapting equipment utilization requirements to match changes in the industry.Performed comprehensive analysis Show less

Medicine Hat, Alberta

Prepared Notice to Reader Engagements and Reviews, financial statements, corporate and personal income taxes; set up books for clients in Simply Accounting; and helped transition files to Caseware and Caseview (new company software).

Miramichi, New Brunswick

Performed bookkeeping, including payables, receivables, payroll, invoicing, and bank deposits; tracked membership and collected dues; prepared financial statements for board of directors; and booked and organized all club events.