Summary
Overview
Work History
Education
Skills
References
Timeline
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Matthew Sheffit

Graduate
West Bay,Grand Cayman

Summary

An ambitious and motivated graduate, with exceptional interpersonal skills and experience, I am striving to utilize my training in the financial field while expanding my knowledge and skills in the Cayman Islands.

Overview

10
10
years of professional experience
6
6
years of post-secondary education

Work History

Finance Assistant

Aligned Capital Partners-Denise Edwards
Whitby, ON
01.2019 - 09.2021
  • Assisted with the daily operations of Denise Edwards, a certified financial planner for Aligned Capital Partners in Millbrook, Ontario.
  • Duties included meeting with prospective clients, current clients and filing transactions.
  • Utilized excellent written and verbal communication skills and became proficient in Microsoft Word and Excel.
  • Applied mathematical abilities to calculate and check figures in accounting systems.
  • Managed office inventory and ordered new supplies when items were running low.
  • Typed and submitted correspondence, memos, drafts and emails.
  • Reported financial data and updated financial records in ledgers and journals.
  • Assessed data and information to verify entry, calculation and billing code accuracy.
  • Pitched in to assist Denise Edwards with special projects and additional tasks.

Bookkeeper

Tortoise Restaurant Group
Burlington, Ontario
09.2019 - 03.2021
  • Reviewed and filed financial documents, and posted daily receipts and payments in accordance with all corporate protocols.
  • Managed monetary transactions.
  • Calculated deductions and processed payroll for employees.
  • Created plans to remedy financial discrepancies and reconcile issues with records.

Bartender

The Lobster Pot
10.2021 - Current
  • Duties include making drinks, serving and building a relationship with guests, and providing them with an upscale Cayman dining experience.
  • Designed special drink and cocktail offerings on monthly basis as part of seasonal offerings.
  • Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
  • Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.

Private Catering

Self-Employed
Vancouver, British Columbia
10.2020 - 03.2021
  • Created customized meal plans based on client dietary restrictions and preferences.
  • Oversaw business operations, inventory control, and customer service for restaurant.
  • Maintained high food quality standards by checking delivery contents to verify product quality and quantity.

Bar Manager

Turtle Jacks Muskoka Grill
Muskoka, Ontario
05.2018 - 08.2021
  • Designed special drink and cocktail offerings on monthly basis as part of seasonal offerings.
  • Strategized plans to increase bar revenue through innovative promotional concepts, specialty drinks and customer-focused events.
  • Assisted servers with specialty drinks orders by preparing on-demand items without delay.
  • Consulted with managers to organize special events and promotions.
  • Maximized customer service by training staff, overseeing operations and resolving issues.

Bartender

Grand Electric
Muskoka, Ontario
05.2016 - 09.2016
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers and taking inventory.
  • Boosted bar profitability, mentoring team members on routine procedures and productivity strategies.
  • Maintained relationships with restaurant vendors to facilitate effective inventory management and implement cost controls.

Server

Scaddabush Italian Kitchen
Richmond Hill, Ontario
10.2015 - 05.2016
  • Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
  • Replenished food items, paper products and canned goods to keep pantry well-stocked during busy periods.
  • Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.

Coach

Aurora Jays Baseball Association
Aurora, Ontario
09.2012 - 04.2013
  • Motivated athletes to become stronger and more effective through training habits and proper nutrition.
  • Conferred with assistant coaches to determine weaknesses in current team roster and develop recruitment plans.
  • Taught players how to run specific game plays in order to build cohesive, structured team.

Education

Bachelor of Commerce - Commerce

York University
Toronto
09.2013 - 04.2019

CSC Course 1&2 -

Canadian Securities Institute
09.2021 - Current

CPA Course- Conduct And Practices Handbook -

Canadian Security Institute
09.2021 - Current

Skills

    Written and Oral Communication

Data analysis

Interpersonal Skills

Investment planning

Word and Excel Programs

Critical Thinking

Planning and Coordination

Self-Motivated

References

Denise Edwards

Financial Advisor

dedwards@apexinvestment.ca

(905) 999 4520

Benjamin Devlin

Turtle Jacks Muskoka Grill Owner

bdevlin@tortoise.ca

(705) 204 7099

Timeline

Bartender

The Lobster Pot
10.2021 - Current

CSC Course 1&2 -

Canadian Securities Institute
09.2021 - Current

CPA Course- Conduct And Practices Handbook -

Canadian Security Institute
09.2021 - Current

Private Catering

Self-Employed
10.2020 - 03.2021

Bookkeeper

Tortoise Restaurant Group
09.2019 - 03.2021

Finance Assistant

Aligned Capital Partners-Denise Edwards
01.2019 - 09.2021

Bar Manager

Turtle Jacks Muskoka Grill
05.2018 - 08.2021

Bartender

Grand Electric
05.2016 - 09.2016

Server

Scaddabush Italian Kitchen
10.2015 - 05.2016

Bachelor of Commerce - Commerce

York University
09.2013 - 04.2019

Coach

Aurora Jays Baseball Association
09.2012 - 04.2013
Matthew SheffitGraduate