Tax filing compliance and enforcement for individuals and corporations.

Prepared personal tax returns while assisting in corporate tax return preparation;Prepared trial-balance, financial statements and periodic returns for PST, GST, EHT, WSIB Advised clients for long-term tax planning, incorporation and business start-up ventures Prepared payroll, calculated deductions, issued T4 slips and filed remittances to CRA Coordinated & implemented marketing strategies for business growth; increased clientele base by 30% and achieved 15%… Show more Prepared personal tax returns while assisting in corporate tax return preparation;Prepared trial-balance, financial statements and periodic returns for PST, GST, EHT, WSIB Advised clients for long-term tax planning, incorporation and business start-up ventures Prepared payroll, calculated deductions, issued T4 slips and filed remittances to CRA Coordinated & implemented marketing strategies for business growth; increased clientele base by 30% and achieved 15% growth in corporate clients Show less

Handled national bilingual inquiries from CIBC clients, while offering credit counselling and conflict resolution to CIBC branches across CanadaBased on exceptional performance and enhanced analytical ability, given decision-making authority by management on investigation files to recommend adjustments, and review French filesManaged customer complaints regarding collection agencies and general CIBC service from irate and escalated customer calls to be forwarded for analysis and… Show more Handled national bilingual inquiries from CIBC clients, while offering credit counselling and conflict resolution to CIBC branches across CanadaBased on exceptional performance and enhanced analytical ability, given decision-making authority by management on investigation files to recommend adjustments, and review French filesManaged customer complaints regarding collection agencies and general CIBC service from irate and escalated customer calls to be forwarded for analysis and resolutionPromoted to team lead for handling of escalated French callsInvestigated account discrepancies, submitted requests for amendments on customers’ credit bureau through analysis of clients’ credit historyTranslated legal documents on a multi-departmental level for CRU, Collections, Branches, and Recovery SupportReceived commendations from colleagues and was recipient of Senior Manager’s Certificate of Excellence for outstanding performance and exceptional commitment to teamwork Show less

Awarded 6 month secondment to handle centralized portfolio (Intria, audio conferencing, branches) and manage its expenses Managed a special project to analyze data equipment within own inventory compared to billed inventory from Bell to maximize cost-cutting by eliminating expired contractsProcessing invoices, differentiating into voice & data, validating rates, contracts, back-bills, coding for transit and G/LAllocation methodologies; we apply to centralized transits… Show more Awarded 6 month secondment to handle centralized portfolio (Intria, audio conferencing, branches) and manage its expenses Managed a special project to analyze data equipment within own inventory compared to billed inventory from Bell to maximize cost-cutting by eliminating expired contractsProcessing invoices, differentiating into voice & data, validating rates, contracts, back-bills, coding for transit and G/LAllocation methodologies; we apply to centralized transits, then we allocate the charge-back to the billed transit using the serviceUsed own software FTS for updates: entered all Telecom invoices into system to pull reports for billing, reconciliations, etc; created reports for various inventory and cost allocationsPut through cost-cutting initiatives through enhanced analysis and reconciliation of charges, negotiated rates, and equipment detailsCompleted binder of TBM process & procedures in all areas for review by auditors, according to SOX standards Show less

Monitored customer accounts receivable in French (80% of clientele) and English Processed and reconciled invoices, credit & debit memos for accounts; G/L posting of cash-apply batches and assess application reportsOrder Management of customer orders, analyzed and reviewed account history to ensure no discrepancies in billing & shipping cycle with Sales, Product and Warehouse teamsAnalysis of credit-worthiness to authorize release of pending orders; authorization… Show more Monitored customer accounts receivable in French (80% of clientele) and English Processed and reconciled invoices, credit & debit memos for accounts; G/L posting of cash-apply batches and assess application reportsOrder Management of customer orders, analyzed and reviewed account history to ensure no discrepancies in billing & shipping cycle with Sales, Product and Warehouse teamsAnalysis of credit-worthiness to authorize release of pending orders; authorization increased from $10k to $20k due to exceptional performanceMonitored 60+ day receivables; decreased accounts by 70% ($140,000) within 6 months; Worked closely with Sales, Marketing, Product and Service teams to ensure all credit and collection issues, promotional & entrepreneurial strategies, pricing & invoicing issues were organized and effectively handled throughout the business cycleNegotiated order terms of release for delinquent accounts, liaised with collection agencies Show less