Tracy Gerlitz
Expert Reviewer @H&R Block
Signup · Get unlimited contacts
WORK HISTORY
Expert Reviewer @H&R Block
Calgary, AB, CA
On the DIY Expert Review Team:Review taxpayers returns, and provide assistance to ensure they complete their returns accurately in the H&R Block DIY system. Provide tax tips for current and future years on tax preparation to ensure the taxpayer captures all relevant credits
EDUCATION
Southern Alberta Institute of Technology (SAIT)
Management and Accounting
University of Calgary
Emerging Leadership Certification, Leadership and Management
H & R Block Tax Academy
Fundamentals of Income Tax -- Level 1, Canadian Personal Income Tax -- T1's
Ashworth University (Atlanta)
The Profesional Veterinary Assisting Program
Phoenix Energy Marketing Consultants
Introduction to Canadian Natural Gas Marketing
Prairie Training Services (Calgary)
Pet First Aid Training
The Banff Center
Building Personal Leadership Capacity
S.A.I.T.
Systems and Information Technology
Institute of Chartered Accountants of Alberta
The Corporate Controllership Program
Henderson's College of Business (Calgary)
General Administration / Office Management Certificates
Professional Association
CMA
SKILLS
ABOUT TRACY GERLITZ
A strong CMA with experience in the Oil & Gas, Telecom, Transportation, Education, Construction and Electric Industries. I am currently looking for new part time opportunities - under my Company T L Gerlitz Consulting Inc.I have experience as both an employee and an independent consultant and am comfortable at all levels of the organization.My experience has been gained in many diverse cultures: Large Regulated, Public Companies; Large Non Regulated Public Companies; Not for Profit Organizations; Small Subsidiaries of Large US Public Companies, Mid Sized Public Companies and Small Private Companies.Specialties: My leadership and hands on experience include: Sarbanes Oxley 404 and Canadian Bill 198; Budgeting; Forecasting; Cash flow forecasting; Banking, including developing banking requirements and building relationships Treasury, Cash management; Management reporting; General accounting; Fixed assets; Consolidations and financial reporting; Human resources and payroll; Information technology; Operations accounting; Regulated accounting, and Administration Bookkeeping Revenue Accounting Accounts Payable Accounts Receivable Animal care advocate and pet sittingShould you be looking for:That strategic thinker with the ability to combine problem solving and technical talent providing you with: Excellent day to day accounting and reporting Recommended and implemented process improvements Staffed and/or re-designed departments Streamlined processeslets talk soon!My email is t••••••••@shaw.ca
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.