Taylor Data
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Taylor Data Email & Phone Number

Accounting Analyst and Acting Branch Manager and Member Consultant and Member Service Representative and IMS Clerk at FirstOntario Credit Union
Location: Niagara-on-the-Lake, Ontario, Canada 9 work roles 5 schools
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Current company
Role
Accounting Analyst and Acting Branch Manager and Member Consultant and Member Service Representative and IMS Clerk
Location
Niagara-on-the-Lake, Ontario, Canada
Company size

Who is Taylor Data? Overview

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Quick answer

Taylor Data is listed as Accounting Analyst and Acting Branch Manager and Member Consultant and Member Service Representative and IMS Clerk at FirstOntario Credit Union, a company with 546 employees, based in Niagara-on-the-Lake, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Taylor Data.

Taylor Data previously worked as Accounting Analyst/Acting Branch Manager/Member Consultant/Member Service Representative/IMS Clerk at Firstontario Credit Union and Accounting Assistant/ Bookkeeper at Waseem Aslam Cga Office,. Taylor Data holds Cpa Professional Education Program (Pep) from Chartered Professional Accountants/ Certified Management Accountants Of Ontario (Cma Ontario).

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Email format at FirstOntario Credit Union

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FirstOntario Credit Union

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Profile bio

About Taylor Data

Experienced Accounting Analyst with a demonstrated history of working in the banking industry. Skilled in Sales, Management, Teamwork, Leadership, Accounting and Finance. Strong Accounting and Finance professional graduated from Brock University. Actively pursuing the Chartered Professional Accountants Designation.Computer and Technical SkillsProficient with Microsoft Word, Excel, Access and PowerPoint, Profile Tax Software, Simply Accounting, ACE, Branch Teller, Memberlink, Criterion, T24 Banking Software, NAV Accounting Software, Microsoft Excel Macros including VBA (Visual Basic for Applications)

Current workplace

Taylor Data's current company

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FirstOntario Credit Union
Firstontario Credit Union
Accounting Analyst and Acting Branch Manager and Member Consultant and Member Service Representative and IMS Clerk
Niagara-on-the-Lake, ON, CA
Employees
546
AeroLeads page
9 roles

Taylor Data work experience

A career timeline built from the work history available for this profile.

Accounting Analyst And Acting Branch Manager And Member Consultant And Member Service Representative And Ims Clerk

Niagara-on-the-Lake, ON, CA

Accounting Analyst/Acting Branch Manager/Member Consultant/Member Service Representative/Ims Clerk

Current
  • Accurately prepared and booked monthly journal entries, including prepaids, accruals and investments
  • Diligently prepared various balance sheet account reconciliations, obtaining the necessary detailed transactions for the account and investigating and correcting reconciling items
  • Meticulously reviewed account reconciliations submitted by various departments to ensure accuracy and corrected all detected errors or omissions
  • Managed the accounting for fixed assets, including… Show more
  • Managed the accounting for fixed assets, including but not limited to creating fixed assets in the sub ledger, calculating and applying depreciation, ensuring accuracy of the schedule and reconciling the fixed asset in.
  • Prepared bank account entries that are accurate and up to date
Sep 2012 - Present

Accounting Assistant/ Bookkeeper

Waseem Aslam Cga Office,

Burlington, Ontario

  • Verified and recorded invoices in order to calculate HST remittances
  • Reconciled Bank Accounts and performed HST reconciliation
  • Maintained and updated accounting journals, ledgers and other records detailing financial business transactions (e.g., disbursements, receipts, accounts payable)
  • Accurately entered data into computer systems using Simply Accounting and Excel programs
  • Accurately prepared appropriate schedules and reports as requested by clients and… Show more
  • Accurately prepared appropriate schedules and reports as requested by clients and partners
Jun 2012 - Oct 2012

Income Tax Preparer/ Tax Advisor

Liberty Tax Canada

Niagara Falls

  • Conducted client interviews in order to obtain all information needed for tax preparation while striving to improve customer satisfaction by providing first rate customer service
  • Accurately prepared and completed all paperwork and tax return data using Profile Tax Software while adhering to all office policies and procedures
  • Recommended tax solutions while providing clients with tax advice in order to minimize the clients taxes payable
  • Worked effectively with a group of team… Show more
  • Worked effectively with a group of team members to run the office and make sure that tax returns were prepared correctly and on time Show less
Feb 2012 - Apr 2012

Parks Labourer

Virgil, Ontario

  • Displayed outstanding intelligence and compliancy while operating expensive machinery in a safe demeanour
  • Presented remarkable customer service while interacting with the community and ensuring customers needs were met
  • Developed excellent communication skills by enthusiastically greeting customers and ensuring a high quality of service while taking their concession orders
  • Maintained a record of sales transactions while adhering to company policies and… Show more
  • Maintained a record of sales transactions while adhering to company policies and procedures
  • Distributed change and collected money from customers while offering solutions to customers orders that satisfied their needs
Apr 2008 - Sep 2011

Brock Mentorship Plus Program- Account Manager Rbc,

Brock Mentorship Plus

Guelph, Ontario

  • Developed strong resume and interview skills that will lead to a full time job opportunity
  • Attained networking skills and knowledge of an Account Manager position within an RBC branch
Oct 2010 - Apr 2011

Kitchen Helper/ Line Cook

Prince Of Wales Restaurant
  • Worked in a fast pace environment that demanded quality prepared food in a time efficient manner, maintained a high level of quality and safety standards while preparing food for customers in a Four Diamond restaurant
  • Developed important teamwork skills and communication while working together with 7 team mates to accomplish deadlines set forth by management while maintaining high quality standards of a prestigious restaurant.
  • Developed important teamwork skills and communication while working together with 7 team mates to accomplish deadlines set forth by management while maintaining high quality standards of a prestigious restaurant.
Jun 2006 - Oct 2006

Line Cook/ Dishwasher

Niagara On The Lake Golf Course

Niagara On The Lake, Ontario

  • Displayed strong work ethic while dishwashing and ensured that tasks were completed efficiently and effectively.
  • Promoted to line/ prep cook after two months due to crucial qualities including leadership abilities that enabled me to prepare foods with minimal supervision
  • Managed an independent patio with 10 tables ensuring that it ran efficiently and adhered to high quality and safety standards while performing opening and closing procedures
  • Developed organizational and… Show more
  • Developed organizational and inventory control skills to ensure that the operation ran smoothly, prepared food and maintained the correct amount of produce on hand successfully balancing food on hand and spoilage
  • Presented customers with exceptional customer service skills while answering the customers questions about different tourist attractions and ensuring that customers were satisfied with the service
Jun 2003 - Nov 2005

Grounds Keeper/ Maintenance Cutter

Peachtree Golf Course
  • Presented quality customer service skills while performing grass cutting and maintenance duties while being conscientious and working around members to ensure an uninterrupted game
  • Displayed exceptional attention to detail while cutting the greens and ensuring that the golf course maintenance was completed with high quality while adhering to safety standards
May 2002 - Nov 2003
Team & coworkers

Colleagues at FirstOntario Credit Union

Other employees you can reach at firstontario.com. View company contacts for 546 employees →

5 education records

Taylor Data education

Cpa Professional Education Program (Pep)

Chartered Professional Accountants/ Certified Management Accountants Of Ontario (Cma Ontario)

Cpa Prerequisite Education Program (Prep)

Chartered Professional Accountants/ Certified Management Accountants Of Ontario (Cma Ontario)

Csi Financial Planning 1

Canadian Securities Institute

Bachelor, Business Administration

Activities and Societies: Bloomberg Assessment Test (BAT) November 2011 • Improved practical skills and knowledge relevant to a financial.

Education record

Holy Cross Secondary School
FAQ

Frequently asked questions about Taylor Data

Quick answers generated from the profile data available on this page.

What company does Taylor Data work for?

Taylor Data works for FirstOntario Credit Union.

What is Taylor Data's role at FirstOntario Credit Union?

Taylor Data is listed as Accounting Analyst and Acting Branch Manager and Member Consultant and Member Service Representative and IMS Clerk at FirstOntario Credit Union.

Where is Taylor Data based?

Taylor Data is based in Niagara-on-the-Lake, Ontario, Canada while working with FirstOntario Credit Union.

What companies has Taylor Data worked for?

Taylor Data has worked for Firstontario Credit Union, Waseem Aslam Cga Office,, Liberty Tax Canada, Town Of Niagara On The Lake, and Brock Mentorship Plus.

Who are Taylor Data's colleagues at FirstOntario Credit Union?

Taylor Data's colleagues at FirstOntario Credit Union include Anna Carricato, Julie Sinclair, Dave Hardy, Jennifer Walmesley, and Marcone Gabriella.

How can I contact Taylor Data?

You can use AeroLeads to view verified contact signals for Taylor Data at FirstOntario Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Taylor Data attend?

Taylor Data holds Cpa Professional Education Program (Pep) from Chartered Professional Accountants/ Certified Management Accountants Of Ontario (Cma Ontario).

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