Canada
As a Tax Accountant with The Tax Guys, I managed tax compliance, preparation, and filing for corporate clients in Ontario and Quebec, ensuring adherence to federal and provincial regulations. I prepared financial statements, reviewed accounts to optimize tax positions, and minimized liabilities. Additionally, I handled corporate and provincial tax returns, GST/HST remittances, and registered new or restructured businesses with the Canada Revenue Agency (CRA), setting up Business Numbers, GST/HST, Payroll, and Corporate Income Tax accounts for ongoing compliance. To enhance efficiency and client experience, I developed and integrated CRM automation workflows using API-based connections for real-time client data synchronization. I implemented AI-powered document parsing and classification, enabling automated tax document processing and client record updates, reducing manual workload and improving accuracy. Additionally, I integrated VoIP systems and AI-driven chatbots, streamlining client communications, automating appointment scheduling, and ensuring faster response times for client inquiries.
At Evolution Drywall & Acoustic, I managed a comprehensive range of bookkeeping, administrative, and financial operations using Sage and QuickBooks. I handled accounts payable and receivable, ensuring timely and accurate processing of invoices, payments, and collections. Additionally, I processed payroll, calculated wages, and ensured compliance with federal and state regulations. I managed tax compliance, prepared and filed tax documents, and assisted with annual tax returns, along with calculating and submitting union dues, maintaining accurate records for timely payments. To enhance workflow efficiency and financial tracking, I implemented CRM integration, automating invoice processing, client communication, and document management. This enabled real-time data synchronization, reducing manual entry and improving accuracy across financial and administrative operations. I also managed email communications, client inquiries, scheduling, and supplier coordination, ensuring seamless business operations. Additionally, I oversaw the preparation, review, and distribution of shop drawings and other essential documents, while providing general administrative support, including appointment scheduling, inventory management, and project assistance. Through these efforts, I streamlined financial operations, enhanced administrative efficiency, and improved overall business communication and documentation processes.
At Aecon, I played a key role in acquiring new customers and expanding fiber optic internet services in collaboration with Bell. As a technician, I was responsible for installing, upgrading, and maintaining fiber optic networks, ensuring seamless connectivity and optimal service performance for residential and commercial clients. Beyond technical operations, I managed contract administration and customer integration, facilitating smooth onboarding for new clients by ensuring proper documentation, compliance, and service activation. I collaborated closely with Bell representatives and project teams to coordinate installations, troubleshoot connectivity issues, and streamline the customer acquisition process, enhancing overall service delivery and client satisfaction. Through this role, I contributed to network expansion efforts, customer retention, and operational efficiency, aligning technical execution with business growth objectives.
At Peacey Systems, my role in accounting involved overseeing various financial functions crucial to the company's operations. This included managing accounts payable and receivable, ensuring prompt and accurate payments and collections. I prepared comprehensive financial statements, such as balance sheets, income statements, and cash flow statements, providing a clear snapshot of the company's financial health. Additionally, I played a key role in budgeting and forecasting, offering strategic insights for decision-making. To enhance efficiency and financial accuracy, I implemented and maintained CRM integration workflows, automating client data synchronization, invoice processing, and financial reporting. This allowed for improved real-time financial tracking and better collaboration between accounting and other business functions. I also conducted bank and general ledger reconciliations, facilitated audit processes, and worked with cross-functional teams to analyze financial data for operational improvements. Moreover, I contributed to the implementation and optimization of accounting systems, ensuring compliance and process efficiency. Lastly, I provided ad-hoc financial analysis and reporting, tailoring insights to management’s specific needs and inquiries.