Andy Phan Email & Phone Number

Vaughan, Ontario, Canada

1. Preparing monthly Income Statements for 5 branches within the Victory Group by utilizing the Clover sales portal to gather sales data, collect invoices from vendors and input them into QuickBooks, and accurately categorize expenses into respective accounts, including payroll expenses.2. Daily clearing of more than 100 transactions on several bank.

Markham, Ontario, Canada

1. Lead a team of 3 entry-level bookkeepers to prepare journal entries and general ledgers to adjust financial reports as required by Chartered Accountants and client organizations.2. Conducted a comprehensive review to restructure the entire bookkeeping cycle of the organization, reducing time spent on each client by 20%.3. Took the initiative to monitor.

1. Created invoices and automated collection reminders for those invoices accordingly, resulting in a 20% decrease in overdue invoice volume.2. Monitored A/P and A/R accounts, ensuring 100% of invoices were paid and receivables were received in full and provided training to 3 junior bookkeepers to process invoices.3. Assisted in overseeing budget.

1. Collected and analyzed financial data, assisted in the creation of financial statements and reports, and examined client company accounts.2. Assisted in audit planning, documented all audit procedures, and ensured team members were up-to-date with current laws and regulations.3. Actively supported other departments (Indirect Tax, Licensing, Transfer.

1. Assisted the Business Director in conducting the Sale-Expense Project Report by booking business-related expenses based on bills received from project managers, saving up to $5,000 for each project by carefully monitoring financial data.2. Controlled Inventory by First-In-First-Out method and physical counting, collaborating with the purchasing.