Work Experience

BELEAF BOOKKEEPING - Owner & CEO

July 2017 - Present

I provide Cloud Bookkeeping Services for small companies in need of a part-time bookkeeper.  I am currently taking on new clients who meet the desired criteria.

FORBES GROUP - Senior Finance

July 2020 - May 2022

Within this dynamic 50+ company group, I handle full cycle accounting for over 10 companies and oversee Head Office staff.  I work closely with the HR Manager and accounting company, Invictus Accounting.  My duties range from dealing with our clients, customers, employees (200+), partners, lawyers, insurance companies and managers, accounts payable, accounts receivable, invoicing, bank reconciliations, payroll, WorkSafe BC, GST/PST and Excise Duty reporting, online banking, financial statements, year-end preparation and adjustments, staff training, problem solving, and ensuring that staff are supported and set up to succeed.  I am proficient in Microsoft Office, Excel, Word, PowerPoint, G Suite, QuickBooks Online (QBO) and Sage 50.  My portfolio of companies ranges from pharmaceutical, retail in cannabis, license producers, beauty & skin care, senior care, residential and commercial rentals, media, holding companies, and the Head Office.  In my work I firmly believe that we never stop learning and that everyone has an important role in the functioning of a great company - no matter how small.  I encourage positivity and enforce a work environment that is supportive; holding each other up for success and promptly addressing issues.  

McMASTER UNIVERSITY - MAPS - Finance Manager 

November 2016 - Present

I work part-time as the Finance Manager for MAPS (McMaster Association of Part-time Students).  Duties include Accounts Payable and Receivable, Payroll, WSIB reporting, statements to the Board of Directors and CPAs, yearly budget, bursary allocation, bank reconciliations and weekly meetings with the Executive Director for this not-for-profit organization.

TRANS GLOBAL INC - Finance Manager 

April 2016 - June 2017

This small, start-up company hired me in April of 2016 to bring their manual accounting systems up to date and to run their Finance Department.  Working with a software specialist for xTuple Accounting Software, majority of the system set-up was completed by myself.  Once the systems were current, it was my responsibility to handle accounts payable, accounts receivable, bank reconciliations, financial reporting for the CEO, monthly service invoicing for all customers and other miscellaneous invoicing throughout the month.  Further duties included spreadsheets, commission tracking, general office responsibilities, collections, maintaining master files for all customers, assisting the Operations Department when needed and completing other miscellaneous projects.

MARTIN & HILLYER ASSOCIATES - Accounting Manager

September 2011 to April 2016

Within this unique business, a fine balance between five businesses were achieved while meeting the daily needs of fifteen law clerks and several Articling Students (each lawyer had their own practice working under the Martin & Hillyer name).  Working within PCLaw Billing & Accounting Software, 35 bank reconciliations were completed monthly, bi-weekly payroll, yearly budget preparation and presentation, daily bank runs, accounts payable and receivable, HST remittances, payroll remittances and maintaining twenty-four bank accounts were a few of the tasks related to this position.  I competently managed the Accounting Office with transparency and accuracy and was often complimented by many staff for being quick, accommodating, helpful and knowledgeable.

NEELANDS GROUP LTD. - Accounts Receivable & Payroll Clerk

September 2003 - August 2008

I provided administrative and executive support within this busy office. I managed the Accounts Receivable department, planned monthly A/R meetings and reports. I handled all cash and bank runs and worked extensively with all staff and customers.  Weekly payroll was completed with the accounting staff using Great Plains Software.