Shlomit Baran Email & Phone Number

Toronto, ON, CA

• 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀
• Acted as key contact for finance operations, collaborating with cross-functional teams to optimize systems and reporting, resulting in improved efficiency and accuracy in the launch of the Wagepoint 2.0 product.
• Supported system enhancements and strengthened collaboration between Finance and Product, Engineering, UX, and BI teams by clarifying financial requirements, leading to more effective implementation of actionable.
• Enabled the successful migration from QuickBooks to NetSuite through the creation, testing and refinement of reports and templates while ensuring data accuracy through detailed comparisons and reconciliations.
• Created and maintained comprehensive process documentation to support internal controls, compliance, and manage exceptions effectively.
• Implemented advanced Excel formulas for reallocating payroll, benefits, and shared services data across subsidiaries, lines of business, and departments, enhancing data accuracy and efficiency.𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗗𝘂𝘁𝗶𝗲𝘀Handle.

• 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀
• Employed advanced Excel formulas and functions to identify and reconcile anomalies in large data sets, aiding the assistant controller with monthly reconciliations across multiple sources.
• Developed processes to reconcile US payroll tax payments with the general ledger and for money movement and variance tracking, preventing the loss of older items.
• Identified and independently resolved issues with the US money movement process, implementing scalable solutions.
• Documented and illustrated processes to prepare for new product implementation.
• Successfully traced and cleared $50,000 in cheque liability.

Toronto, Ontario, Canada

• Designed and streamlined sales processes and commission payments; tracked and audited data associated with transactions, deposits, and invoices.
• Ensured compliance with company policies and industry regulations by collecting and auditing transaction information for completion and accuracy.
• Coordinated the completion and collection of yearly tax forms, provided guidance on overdue invoices, and resolved outstanding issues between parties.
• Reconciled invoices in QuickBooks and managed accounts receivable, including following up on overdue accounts.
• Led an RFP process to select a new IT consulting firm, ensuring 100% uptime and addressing technology gaps.
• Advised and led the recruitment process, managed, and mentored the company’s first internal helpdesk technician.

Built and launched a Salesforce database to overhaul the way sales transactions were stored and managed its data integrity. Created automated and customized Salesforce reports to easily gather data informing various stakeholders. Produced a highly regarded quarterly report on the commercial real estate market, issued to industry stakeholders, current and.

Supported sales agents and teams by leveraging research data to create marketing materials and prepare regulatory agreements. Served as the primary point of contact for IT issues.

Advanced Diploma, Business Administration - Human Resources

Payroll Compliance Professional (Pcp)

Partnered with the National Payroll Institute

Accounting Foundations And Bookkeeping Program