Leondreh Philippeaux-• - • 5515 Rue Baldwin, Montreal, QC, Canada
EXPERIENCE
BMO, Fixed Assets Analyst
Aug 2024 - Present
• Managed financial reconciliation for BMO, ensuring accuracy and compliance with accounting standards, by balancing various
general ledgers (g/l's).
• Enhanced billing efficiency by processing and inputting various invoices received from branches, contributing to streamlined
operations.
• Improved financial accuracy through meticulous data entry and billing, ensuring all transactions were correctly recorded and
reconciled.
RBC, Everyday Banking Advisor
Jan 2024 - Jul 2024
• Handled 40+ inbound calls daily to assist clients with various banking needs, enhancing customer satisfaction.
• Provided financial advice to clients, helping them achieve their savings and investment goals, resulting in increased client
retention.
• Upsold and offered new banking packages based on clients' habits and available offers, contributing to revenue growth.
TD, Operation Officer II
Jan 2023 - Dec 2023
• Processed over 100 emails daily to notaries, ensuring timely mortgage discharges and efficient communication.
• Utilized DLA to write off remaining balances from general ledger, maintaining financial accuracy and compliance.
• Collaborated with the financing team to verify eligibility for financing, enhancing data entry and mortgage processing efficiency.
Action Sport Physio, Administrative Assistant / Receptionist
Feb 2019 - Dec 2023
• Managed financial reconciliation, ensuring accuracy and compliance with accounting standards, by handling payments and
material restocking.
• Conducted detailed reports on expenses, revenue, and client tendencies, enhancing financial tracking and analysis.
• Received and managed 40+ inbound calls per day, efficiently booking schedules and canceling appointments, improving patient
experience.
Univesta, Insurance Officer / Outbound Sales
Aug 2022 - Dec 2022
• Managed 40+ inbound calls daily to assist customers with insurance policy inquiries, enhancing customer satisfaction.
• Executed 40+ outbound calls per day to sell or upsell insurance packages, achieving sales targets and increasing revenue.
Imasanté, Data-Entry Clerk / Receptionist
Apr 2022 - Oct 2022
• Managed 40+ inbound calls daily to book, schedule, and cancel appointments, enhancing patient experience.
• Processed over 500 faxes per day, ensuring accurate data entry and efficient clinic database management.
• Handled account payables and receivables for doctors, maintaining financial accuracy and compliance.
EDUCATION
Université Téluq
Bachelors in Administration (Accounting and Finance) • 2023 - Present
Université de Montréal
Bachelors in Mathématics (Stats and Probability) • 2021 - Present
Collège d’Ahuntsic
College - Administration (Profile Math and Finance) • 2018 - 2021
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College de Montreal (Highschool)
• 2013 - 2018
SKILLS
English • French
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