Susan Scholfield

Financial Statements, & relevant Tax Returns.
• Maintained computerized accounting records with Quickbooks Pro, Sage 50 (Simply) Accounting, New Views, Business Vision, AS400, SAP.
• Generated & reviewed monthly, quarterly, and year end Financial Statements as well as Responsibility Reports.
• Prepared Personal and Corporate Tax Returns – Canadian and U.S. clients.
• Prepared yearly Audit and Budget Working Papers.
• Fluent with Microsoft office products including Word and Excel. Education

Co-op Bachelor of Mathematics Degree, C.A. Option- University of Waterloo - 1982

C.M.A. Designation – Society of Management Accountants of Ontario - 1988

Relevant Skills and Experience

Accounting and Tax Experience

• Maintained computerized Accounting Systems with Simply Accounting, Quickbooks Pro, AccPac Plus, New Views, AS400, SAP
• Prepared daily cash deposits, cash position reports, and banking documentation
• Maintained accounts receivable, accounts payable, payroll bookkeeping systems
• Prepared Bank Reconciliations, Inventories, HST/GST, PST, QST, New York Sales Tax and Employee Deduction Reports
• Analyzed accounts, prepared journal entries, posted them to General Ledger
• Generated monthly and year end Financial Statements with Quickbooks Pro & Sage 50 (Simply) Pro and Premium Accounting
• Prepared computerized personal and corporate tax returns for Canadian clients and U.S. clients

Auditing Experience

• Conducted financial and comprehensive internal audits, financial external audits
• Interviewed, drew up system flowcharts and narrative descriptions
• Completed audit tests, and audit reports including audit recommendations and follow up

Financial Administration Experience

• Administered benefit, pension savings plans
• Completed Ontario Pension Commission Reports
• Prepared annual T4’s, T5’s, Worker Compensation billings, and statement of payroll
• Researched, evaluated, and implemented changes to company benefit plans. Communication and People Skills

• Motivated, intelligent, well organized, versatile, responsible, leader and team player with good multi-tasking abilities
• Effective written and verbal communications skills.
• Detail oriented Big Picture person
• Good problem solving & trouble shooting skills
• Good memory
• Articulate

Contract Experience

Client businesses include:

• Web Hosting
• Computer Maintenance
• Construction Contracting
• Electrician
• Weld Training School, Welding
• Home/Office Renovation & Maintenance
• Cleaning
• Catering
• Trucking/Delivery
• Rentals
• Signs
• Contract Taxi Drivers

Employment History

Bookkeepeer Harvey Beam Excavating Stevensville, ON 2010- 2011

Accountant/Manager R. St.Catharines, ON 2002

Accountant John VanderVelde, C.A. Stoney Creek, ON 2001

Accountant Fantom Industries Welland, ON 2001

Accountant/Bookkeeper MBB Power Services St.Catharines, ON 1998-2000

Delivery Driver/Bookkeeper Swiss Chalet Niagara Falls, ON 1998

Bookkeeper/Tax Preparer CIS Tax Services Niagara Falls, ON 1997

Senior Accountant Casino Niagara Niagara Falls, ON 1996

Bookkeeper/Tax Preparer Allen Ballett, CA St. Catharines, ON 1996

Plant Accountant Ronal Canada Stevensville, ON 1995 - 1996

Bookkeeper Daimler Properties Ltd. Welland, ON 1994

Controller Thurston Machine Co. Port Colborne, ON 1992 - 1993

Controller Premier Fabricators Port Colborne, ON 1992 – 1993

Senior Accountant Colortron Photo Services Stoney Creek, ON 1991 – 1992

Internal Auditor Chedoke-McMaster Hospitals Hamilton, ON 1988 – 1990

Bookkeeper Conlin Engineering Ltd. Welland, ON 1987

Bookkeeper LiftLine Machinery Ltd Welland, ON 1984 – 1985

Tax Preparer Tax Time Services Oakville, ON 1984

Staff Accountant Beale and Chan, C.A. Toronto, ON 1982 – 1983

AWARDS

Society of Management Accountants of Ontario Chapter Award 1985

INTERESTS

Travelling, Driving, Meeting New People, Piano, Tennis, Walking, Jogging, Dogs & Cats

REFERENCES AVAILABLE UPON REQUEST