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17,775,916 | FINANCE MANAGER Professional Summary To attain a responsible position in an organization of repute where I can utilize my accounting expertise to prepare fair and accurate financial documents for the organization. Core Qualifications Well versed with Windows Operating System, Microsoft Office, Internet Operations, Oracle ERP, SAP & Tally
Date : Signature : Experience Finance Manager January 2012 Company Name - City RICOH India Ltd is 73.6% Owned subsidiary company of Japan base RICOH Co. Ltd. They are basically deals with manufacturing and installing office automation equipment like multifunctional printer, copier, fax etc. They have 14 branches and 230 dealers in all over India. with average sales revenue 10 billion. New Delhi/NCR as a Senior Finance Executive( from 20th Sept'12 to 16th Feb'15) Key Responsibility: Budgeting & forecasting as well as critical point analysis. IRR & NPV Calculation for project valuation Using Treasury management tools vide Fund flow, Cash Flow and change in working capital statement. All debtors management (Region wise) .Finalisation Of Accounts (Northern region), customer dealing. Calculation Of dealer commission and employee commission Audit Scheduling and document preparation. Balance Sheet and Profit & loss statement analysis for raising the short term bank loan Operating Expenses as well as Capital Expenditure controlling. Revenue recognisation for prepare the profit & loss, Inter branch reconciliation. Prepare rolling Budget to set expectation from monthly operating performance. Prepare the collection register for controlling the Debt and collection. PPT presentation for MIS reporting. Maintain the Assets Register and calculate the depreciation on monthly basis. Bank Guarantee and letter of credit preparation (For foreign Remittance) and also require supervising the team for Government liaison. Supervise the entire Finance Team (6 +4 Person) of North Region as well as corporate budgetary Team. Kochi as a Branch (from 18th Feb'15) Key Responsibility: Finalisation Of Accounts (Branch), customer dealing. Debt Management and aging analysis for the Branch Calculation Of dealer commission and employee commission Audit Scheduling and document preparation. Branch Operating Expenses controlling. Revenue recognisation for prepare the profit & loss, Inter branch reconciliation. Prepare rolling Budget to set expectation from monthly operating performance. Prepare the collection register for controlling the Debt and collection. PPT presentation for MIS reporting. Maintain the Assets Register and calculate the depreciation on monthly basis. Credit Controlling, taking care of collection as well as controlling the entire branch finance Operation. February 2008 to September 2012 Company Name Kolkata & Hyderabad | Finance Executive Erstwhile Coates of India Limited established in 1937, DIC India Limited is a subsidiary of Japan based Dainippon Ink & Chemicals. DIC India along with its subsidiaries sells and produces printing inks. The products include black ink, print finish ink, offset ink, screen and liquid printing inks. It also produces synthetic resins, polyurethane lamination adhesives, press room chemicals & rubber blankets. A wide array of UV lacquers is marketed under the Viocure brand name. Key Responsibilities: All debtors management (Region wise) .Finalisation Of Accounts (Eastern region), customer dealing. Budgetary control and critical point analysis with control. Fund flow , cash flow & working capital statement analysis. All kinds of MIS reporting related with accounts i.e. Liquidity Analysis, working capital consumption statement, cash flow analysis, bank reconciliation statement, monthly Liability statement, monthly expenditure statement, monthly collection statement etc.; Prepare the monthly as well as weekly financial report. Raising the short term bank loan for immediate funding. Supervise the Govt liaison with various tax department. Bill of Exchange preparation, insurance claim, fallow-up with other region for sales tax related issue and other accounting issue, Bank Guarantee and Export documentation preparation, creditors bills processing; Service Tax, Central Excise, PF, ESI Etc. Kolkata | Finance Officer May 2006 to January 2008 Company Name A leading manufacturer of flameproof equipment in the country. This company having a joint venture with SAIT Mining of France is engaged in manufacturing of Transwitch Unit, NFLP Starter, Halogen Bulbs widely used in Mining Sector. The company has installed vast and exhaustive range of the flameproof mining equipment in the Indian coal mines. These range from Lighting transformers, drill panels, field switches, to boltless gate end boxes. Over 3000 flameproof air circuit breakers are in operation on an all India basis. Functional Role: Finalisation Of Accounts, Debtors and Creditors Management, Cash Flow Statement, Central Sales Tax as well as Vat tax return submission, sales tax assessment, Way Bill, C form, E1 form, Provident Fund, ESI, Central Excise, Bank Guarantee, Letter Of Credit, BRS Etc. Kolkata | Account Assistant April 2004 to April 2006 Company Name A city based garments manufacturing firm. Functional Role: Finalisation of Accounts. Education Bachelor of Commerce : 2004 Calcutta University - City Accomplishments Current Organization : RICOH India Limited Current Designation : Branch Finance Manager Current Location : Kochi Software Use : Advance ERP Total Experience : 9 years Highest Qualification : Bachelor of Commerce [Honors] Notice Period : 30 Days Date of Birth : 2 April 1983 Phone : 09643890956 (NCR). Skills accounting, approach, balance, Balance Sheet, bank reconciliation, Banking, bookkeeping, book keeping, Budgeting, Budget, C, cash flow analysis, Cash Flow, Cash Flow Statement, Excellent communication, Cost Analysis, Credit, documentation, ERP, fax, Finance, Financing, financial, financial and accounting, Financial Management, financial report, forecasting, Foreign Exchange, Functional, Government, Ink, insurance, leadership skills, Lighting, Exchange, Microsoft Office, office, Windows Operating System, MIS, Multitasking, negotiation, office automation, Oracle, organizational skills, copier, Excellent presentation skills, press, pricing, printer, Profit, reporting, Sales, SAP, Scheduling, supervising, switches, Tax, time management, transformers, Treasury, UV, valuation, wise | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME598888754" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_598888754_1_389556525" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="598888754FNAM1"> </span> <span> </span> <span class="field" id="598888754LNAM1"> FINANCE MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM598888756" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM598888756"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_598888756_1_389556541" style="
padding-top:0px;
"> <div class="field singlecolumn" id="598888756FRFM1"> To attain a responsible position in an organization of repute where I can utilize my accounting expertise to prepare fair and accurate financial documents for the organization.</div> </div> </div> <div class="section" id="SECTION_HILT598888757" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT598888757"> Core Qualifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_598888757_1_389556542" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="598888757SKC11"> Well versed with Windows Operating System, Microsoft Office, Internet Operations, Oracle ERP, SAP & Tally
Date : Signature :</td> <td class="field twocol_2 charspace" id="598888757SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR598888758" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR598888758"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_598888758_1_389556534" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="598888758JTIT1"> Finance Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="598888758JSTD1"> January 2012</span> <span class="jobdates" format="%B %Y" id="598888758EDDT1"> </span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="598888758COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="598888758JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="598888758JSTA1" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="598888758JDES1" itemprop="description"> <ul> <li> RICOH India Ltd is 73.6% Owned subsidiary company of Japan base RICOH Co.</li> <li> Ltd.</li> <li> They are basically deals with manufacturing and installing office automation equipment like multifunctional printer, copier, fax etc.</li> <li> They have 14 branches and 230 dealers in all over India.</li> <li> with average sales revenue 10 billion.</li> <li> New Delhi/NCR as a Senior Finance Executive( from 20th Sept'12 to 16th Feb'15) Key Responsibility: Budgeting & forecasting as well as critical point analysis.</li> <li> IRR & NPV Calculation for project valuation Using Treasury management tools vide Fund flow, Cash Flow and change in working capital statement.</li> <li> All debtors management (Region wise) .Finalisation Of Accounts (Northern region), customer dealing.</li> <li> Calculation Of dealer commission and employee commission Audit Scheduling and document preparation.</li> <li> Balance Sheet and Profit & loss statement analysis for raising the short term bank loan Operating Expenses as well as Capital Expenditure controlling.</li> <li> Revenue recognisation for prepare the profit & loss, Inter branch reconciliation.</li> <li> Prepare rolling Budget to set expectation from monthly operating performance.</li> <li> Prepare the collection register for controlling the Debt and collection.</li> <li> PPT presentation for MIS reporting.</li> <li> Maintain the Assets Register and calculate the depreciation on monthly basis.</li> <li> Bank Guarantee and letter of credit preparation (For foreign Remittance) and also require supervising the team for Government liaison.</li> <li> Supervise the entire Finance Team (6 +4 Person) of North Region as well as corporate budgetary Team.</li> <li> Kochi as a Branch (from 18th Feb'15) Key Responsibility: Finalisation Of Accounts (Branch), customer dealing.</li> <li> Debt Management and aging analysis for the Branch Calculation Of dealer commission and employee commission Audit Scheduling and document preparation.</li> <li> Branch Operating Expenses controlling.</li> <li> Revenue recognisation for prepare the profit & loss, Inter branch reconciliation.</li> <li> Prepare rolling Budget to set expectation from monthly operating performance.</li> <li> Prepare the collection register for controlling the Debt and collection.</li> <li> PPT presentation for MIS reporting.</li> <li> Maintain the Assets Register and calculate the depreciation on monthly basis.</li> <li> Credit Controlling, taking care of collection as well as controlling the entire branch finance Operation.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_598888758_2_389556535" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="598888758JTIT2"> </span> <span> <span class="jobdates" format="%B %Y" id="598888758JSTD2"> February 2008</span> <span> to </span> <span class="jobdates" format="%B %Y" id="598888758EDDT2"> September 2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="598888758COMP2" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="598888758JCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="598888758JSTA2" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="598888758JDES2" itemprop="description"> <ul> <li> Kolkata & Hyderabad | Finance Executive Erstwhile Coates of India Limited established in 1937, DIC India Limited is a subsidiary of Japan based Dainippon Ink & Chemicals.</li> <li> DIC India along with its subsidiaries sells and produces printing inks.</li> <li> The products include black ink, print finish ink, offset ink, screen and liquid printing inks.</li> <li> It also produces synthetic resins, polyurethane lamination adhesives, press room chemicals & rubber blankets.</li> <li> A wide array of UV lacquers is marketed under the Viocure brand name.</li> <li> Key Responsibilities: All debtors management (Region wise) .Finalisation Of Accounts (Eastern region), customer dealing.</li> <li> Budgetary control and critical point analysis with control.</li> <li> Fund flow , cash flow & working capital statement analysis.</li> <li> All kinds of MIS reporting related with accounts i.e.</li> <li> Liquidity Analysis, working capital consumption statement, cash flow analysis, bank reconciliation statement, monthly Liability statement, monthly expenditure statement, monthly collection statement etc.; Prepare the monthly as well as weekly financial report.</li> <li> Raising the short term bank loan for immediate funding.</li> <li> Supervise the Govt liaison with various tax department.</li> <li> Bill of Exchange preparation, insurance claim, fallow-up with other region for sales tax related issue and other accounting issue, Bank Guarantee and Export documentation preparation, creditors bills processing; Service Tax, Central Excise, PF, ESI Etc.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_598888758_3_389556536" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="598888758JTIT3"> Kolkata | Finance Officer</span> <br/> <span> <span class="jobdates" format="%B %Y" id="598888758JSTD3"> May 2006</span> <span> to </span> <span class="jobdates" format="%B %Y" id="598888758EDDT3"> January 2008</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="598888758COMP3" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="598888758JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="598888758JSTA3" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="598888758JDES3" itemprop="description"> <ul> <li> A leading manufacturer of flameproof equipment in the country.</li> <li> This company having a joint venture with SAIT Mining of France is engaged in manufacturing of Transwitch Unit, NFLP Starter, Halogen Bulbs widely used in Mining Sector.</li> <li> The company has installed vast and exhaustive range of the flameproof mining equipment in the Indian coal mines.</li> <li> These range from Lighting transformers, drill panels, field switches, to boltless gate end boxes.</li> <li> Over 3000 flameproof air circuit breakers are in operation on an all India basis.</li> <li> Functional Role: Finalisation Of Accounts, Debtors and Creditors Management, Cash Flow Statement, Central Sales Tax as well as Vat tax return submission, sales tax assessment, Way Bill, C form, E1 form, Provident Fund, ESI, Central Excise, Bank Guarantee, Letter Of Credit, BRS Etc.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_598888758_4_389556538" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="598888758JTIT4"> Kolkata | Account Assistant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="598888758JSTD4"> April 2004</span> <span> to </span> <span class="jobdates" format="%B %Y" id="598888758EDDT4"> April 2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="598888758COMP4" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="598888758JCIT4" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="598888758JSTA4" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="598888758JDES4" itemprop="description"> <ul> <li> A city based garments manufacturing firm.</li> <li> Functional Role: Finalisation of Accounts.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC598888759" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC598888759"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_598888759_1_389556540" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="598888759DGRE1" itemprop="name"> Bachelor of Commerce</span> <span> : </span> <span class="programline" dependency="STUY" id="598888759STUY1"> </span> <span class="jobdates" id="598888759GRYR1"> 2004</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="598888759SCHO1" itemprop="name"> Calcutta University</span> <span> - </span> <span class="joblocation jobcity" id="598888759SCIT1"> City</span> <span class="joblocation jobstate" id="598888759SSTA1"> </span> <span class="joblocation jobstate" id="598888759SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="598888759FRFM1"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL598888760" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_ACCM598888774" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM598888774"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_598888774_1_389556539" style="
padding-top:0px;
"> <div class="field singlecolumn" id="598888774FRFM1"> <ul> <li> Current Organization : RICOH India Limited Current Designation : Branch Finance Manager Current Location : Kochi Software Use : Advance ERP Total Experience : 9 years Highest Qualification : Bachelor of Commerce [Honors] Notice Period : 30 Days Date of Birth : 2 April 1983 Phone : 09643890956 (NCR).</li> </ul> </div> </div> </div> <div class="section" id="SECTION_SKLL598888775" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL598888775"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_598888775_1_389556543" style="
padding-top:0px;
"> <div class="field singlecolumn" id="598888775FRFM1"> accounting, approach, balance, Balance Sheet, bank reconciliation, Banking, bookkeeping, book keeping, Budgeting, Budget, C, cash flow analysis, Cash Flow, Cash Flow Statement, Excellent communication, Cost Analysis, Credit, documentation, ERP, fax, Finance, Financing, financial, financial and accounting, Financial Management, financial report, forecasting, Foreign Exchange, Functional, Government, Ink, insurance, leadership skills, Lighting, Exchange, Microsoft Office, office, Windows Operating System, MIS, Multitasking, negotiation, office automation, Oracle, organizational skills, copier, Excellent presentation skills, press, pricing, printer, Profit, reporting, Sales, SAP, Scheduling, supervising, switches, Tax, time management, transformers, Treasury, UV, valuation, wise</div> </div> </div> </div> | FINANCE |
18,975,686 | FINANCE MANAGER Summary Outgoing Sales Manager offering superb customer service proficiency and passion for exceeding sales goals. Results-oriented professional, specializing in the sale of Automobiles while providing the necessary financing packages to potential customers. Strong customer skills and the ability to handle task with accuracy and efficiency with a unique ability to relate to diverse clients and close high-dollar sales. Knowledgeable and innovative finance, sales and marketing professional whose success is based on integrity, exceptional customer service, efficiency and ambition. Results-focused management professional offering 20 years of progressive leadership experience. Transforms high-potential staff into outstanding leaders who demonstrate the creativity and savvy that is critical to financial and operational success. Highlights Supervision and training Excellent communication skills Skilled negotiator Established track record of exceptional sales Cross-functional team management results Sound judgment Energetic Calm under pressure Resolution-oriented Effective Retail Sales Manager Highlights Personal Information Insurance License for the state of Louisiana. Skills Automobile Financing. Negotiating Goal Se ing Customer Service Creative Problem Solving SalesTrainer Selling Closing Developing and Implementing Processes Skills automobiles, charts, credit, customer satisfaction, customer service, Finance, financing, financial, focus, graphs, negotiations, profit, sales, Sales and Management, seminars, strategic, time management, employee training Additional Information Recently acquired Life, Accident and Health Insurance License, along with my Property and Casualty Insurance License for the state of Louisiana. Skills Automobile Financing. Negotiating Goal Se ing Customer Service Creative Problem Solving SalesTrainer Selling Closing Developing and Implementing Processes Experience December 2013 Company Name City , State Finance Manager March 2014 As the Finance manager I submi ed loan applications to banks to obtain financing for customers along with completing all the necessary bank and state documents necessary for the purchase of automobiles. I was responsible for the sale of Warranty and maintenance products to customers that made there purchase and ownership of new and used cars worry free and cost effective while adding to my departments bo om line. My responsibilities also consisted of creating good customer relationships designed to grow future business. Monitored customer preferences to determine focus of sales efforts. Trained in negotiations and time management. November 2012 Company Name City , State Finance Manager December 2013 My responsibilities consisted of securing bank loans for the purchase of new and used automobiles. Completing all necessary documents required by the lending institutions along with all state required paperwork for the purchase of automobiles. The sales of aftermarket warranty and maintenance products that added to the bo om line of my department. Initiated programs that standardized employee training and led to an increase in customer satisfaction. Managed team of up to 18 professionals. March 2010 Company Name City , State Finance Manager November 2012Responsibilities included securing loans for the purchase of new and used automobiles, along with completing all necessary sate and bank documents necessary for the purchase of automobiles. I was responsible for the sale of aftermarket warranty and maintenance products to dealership customers, which generated additional income to my departments bo om line. Educated customers on the variety of loan products and available credit options. Managed team of 10 professionals. Directed strategic initiatives to achieve monthly increases in income for my department. Initiated program that standardized employee training and led to increase in customer satisfaction by 15%. March 2009 Company Name City , State Sales Manager August 2012Managed team of 10 of professionals. Directed strategic initiatives to achieve dealership sales objectives Increased profits by developing, initiating, and implementing training designed to grow and develop a knowledgeable and competent sales team. Initiated programs that standardized employee training and led to an increase in customer satisfaction and increased sales performance. Hired and trained all sales staff for new store location. Monitored customer preferences to determine focus of sales efforts. Maintained friendly and professional customer interactions. March 2003 Company Name City , State Business Manager March 2009My responsibilities consisted of submi ing loan applications to lending institutions to secure financing for the purchase of new and used automobiles. The sale of aftermarket warranties and maintenance products to dealership customers. Generate additional profit from securing financing for customers and from the sale of aftermarket products to dealership customers. Created and directed sales team training and development programs. Maintained friendly and professional customer interactions. Received superior customer service satisfaction scores for 12 consecutive quarters. Created charts and graphs to illustrate daily, monthly and annual financial reports. Developed promotional programs to optimize revenue levels. Education 1 1977 Southern University Baton Rouge State , USA Bachelor of Arts : Music Music Bachelor of Arts degree : Music Music Completed Dale Carnegie Sales and Management Training. A ended numerous self funded training seminars to aid in my career development. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME491729995" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_491729995_1_320684292" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="491729995FNAM1"> </span> <span> </span> <span class="field" id="491729995LNAM1"> FINANCE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM491729997" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM491729997"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491729997_1_320684303" style="
padding-top:0px;
"> <div class="field singlecolumn" id="491729997FRFM1"> Outgoing Sales Manager offering superb customer service proficiency and passion for exceeding sales goals. Results-oriented professional, specializing in the sale of Automobiles while providing the necessary financing packages to potential customers. Strong customer skills and the ability to handle task with accuracy and efficiency with a unique ability to relate to diverse clients and close high-dollar sales. Knowledgeable and innovative finance, sales and marketing professional whose success is based on integrity, exceptional customer service, efficiency and ambition. Results-focused management professional offering 20 years of progressive leadership experience. Transforms high-potential staff into outstanding leaders who demonstrate the creativity and savvy that is critical to financial and operational success. Highlights Supervision and training Excellent communication skills Skilled negotiator Established track record of exceptional sales Cross-functional team management results Sound judgment Energetic Calm under pressure Resolution-oriented Effective Retail Sales Manager </div> </div> </div> <div class="section" id="SECTION_HILT491729998" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT491729998"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491729998_1_320687558" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="491729998SKC11"> </td> <td class="field twocol_2" id="491729998SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM491729999" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_PRIN491730016" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_PRIN491730016"> Personal Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491730016_1_320684304" style="
padding-top:0px;
"> <div class="field singlecolumn" id="491730016FRFM1"> Insurance License for the state of Louisiana. Skills Automobile Financing. Negotiating Goal Se ing Customer Service Creative Problem Solving SalesTrainer Selling Closing Developing and Implementing Processes </div> </div> </div> <div class="section" id="SECTION_SKLL491730017" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL491730017"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491730017_1_320684305" style="
padding-top:0px;
"> <div class="field singlecolumn" id="491730017FRFM1"> automobiles, charts, credit, customer satisfaction, customer service, Finance, financing, financial, focus, graphs, negotiations, profit, sales, Sales and Management, seminars, strategic, time management, employee training</div> </div> </div> <div class="section" id="SECTION_ADDI491730018" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ADDI491730018"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491730018_1_320684306" style="
padding-top:0px;
"> <div class="field singlecolumn" id="491730018FRFM1"> <ul> <li> Recently acquired Life, Accident and Health Insurance License, along with my Property and Casualty Insurance License for the state of Louisiana. Skills Automobile Financing. Negotiating Goal Se ing Customer Service Creative Problem Solving SalesTrainer Selling Closing Developing and Implementing Processes </li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR491730000" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR491730000"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491730000_1_320684296" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="dates_wrapper"> <div class="jobdates" format="%B %Y" id="491730000JSTD1"> December 2013</div> <div class="jobdates" format="%B %Y" id="491730000EDDT1"> </div> </div> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="491730000COMP1" itemprop="name"> Company Name</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="491730000JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="491730000JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobtitle" id="491730000JTIT1"> Finance Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="491730000JDES1" itemprop="description"> <ul> <li> March 2014 As the Finance manager I submi ed loan applications to banks to obtain financing for customers along with completing all the necessary bank and state documents necessary for the purchase of automobiles.</li> <li> I was responsible for the sale of Warranty and maintenance products to customers that made there purchase and ownership of new and used cars worry free and cost effective while adding to my departments bo om line.</li> <li> My responsibilities also consisted of creating good customer relationships designed to grow future business.</li> <li> Monitored customer preferences to determine focus of sales efforts.</li> <li> Trained in negotiations and time management.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_491730000_2_320684297" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="dates_wrapper"> <div class="jobdates" format="%B %Y" id="491730000JSTD2"> November 2012</div> <div class="jobdates" format="%B %Y" id="491730000EDDT2"> </div> </div> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="491730000COMP2" itemprop="name"> Company Name</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="491730000JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="491730000JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobtitle" id="491730000JTIT2"> Finance Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="491730000JDES2" itemprop="description"> <ul> <li> December 2013 My responsibilities consisted of securing bank loans for the purchase of new and used automobiles.</li> <li> Completing all necessary documents required by the lending institutions along with all state required paperwork for the purchase of automobiles.</li> <li> The sales of aftermarket warranty and maintenance products that added to the bo om line of my department.</li> <li> Initiated programs that standardized employee training and led to an increase in customer satisfaction.</li> <li> Managed team of up to 18 professionals.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_491730000_3_320684298" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="dates_wrapper"> <div class="jobdates" format="%B %Y" id="491730000JSTD3"> March 2010</div> <div class="jobdates" format="%B %Y" id="491730000EDDT3"> </div> </div> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="491730000COMP3" itemprop="name"> Company Name</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="491730000JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="491730000JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobtitle" id="491730000JTIT3"> Finance Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="491730000JDES3" itemprop="description"> <ul> <li> November 2012Responsibilities included securing loans for the purchase of new and used automobiles, along with completing all necessary sate and bank documents necessary for the purchase of automobiles.</li> <li> I was responsible for the sale of aftermarket warranty and maintenance products to dealership customers, which generated additional income to my departments bo om line.</li> <li> Educated customers on the variety of loan products and available credit options.</li> <li> Managed team of 10 professionals.</li> <li> Directed strategic initiatives to achieve monthly increases in income for my department.</li> <li> Initiated program that standardized employee training and led to increase in customer satisfaction by 15%.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_491730000_4_320684299" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="dates_wrapper"> <div class="jobdates" format="%B %Y" id="491730000JSTD4"> March 2009</div> <div class="jobdates" format="%B %Y" id="491730000EDDT4"> </div> </div> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="491730000COMP4" itemprop="name"> Company Name</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="491730000JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="491730000JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobtitle" id="491730000JTIT4"> Sales Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="491730000JDES4" itemprop="description"> <ul> <li> August 2012Managed team of 10 of professionals.</li> <li> Directed strategic initiatives to achieve dealership sales objectives Increased profits by developing, initiating, and implementing training designed to grow and develop a knowledgeable and competent sales team.</li> <li> Initiated programs that standardized employee training and led to an increase in customer satisfaction and increased sales performance.</li> <li> Hired and trained all sales staff for new store location.</li> <li> Monitored customer preferences to determine focus of sales efforts.</li> <li> Maintained friendly and professional customer interactions.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_491730000_5_320684300" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="dates_wrapper"> <div class="jobdates" format="%B %Y" id="491730000JSTD5"> March 2003</div> <div class="jobdates" format="%B %Y" id="491730000EDDT5"> </div> </div> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="491730000COMP5" itemprop="name"> Company Name</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="491730000JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="491730000JSTA5" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobtitle" id="491730000JTIT5"> Business Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="491730000JDES5" itemprop="description"> <ul> <li> March 2009My responsibilities consisted of submi ing loan applications to lending institutions to secure financing for the purchase of new and used automobiles.</li> <li> The sale of aftermarket warranties and maintenance products to dealership customers.</li> <li> Generate additional profit from securing financing for customers and from the sale of aftermarket products to dealership customers.</li> <li> Created and directed sales team training and development programs.</li> <li> Maintained friendly and professional customer interactions.</li> <li> Received superior customer service satisfaction scores for 12 consecutive quarters.</li> <li> Created charts and graphs to illustrate daily, monthly and annual financial reports.</li> <li> Developed promotional programs to optimize revenue levels.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC491730001" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC491730001"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491730001_1_320684301" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="dates_wrapper"> <span class="jobdates" id="491730001GRYR1"> 1 1977</span> </div> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="491730001SCHO1" itemprop="name"> Southern University Baton Rouge</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="491730001SCIT1"> </span> <span class="joblocation jobstate" id="491730001SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="491730001SCNT1"> USA</span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="491730001DGRE1" itemprop="name"> Bachelor of Arts</span> <span> : </span> <span class="programline" id="491730001STUY1"> Music</span> </span> <span class="paddedline"> <span class="field" id="491730001FRFM1"> Music</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_491730001_2_320684302" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="dates_wrapper"> <span class="jobdates" id="491730001GRYR2"> </span> </div> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="491730001DGRE2" itemprop="name"> Bachelor of Arts degree</span> <span> : </span> <span class="programline" id="491730001STUY2"> Music</span> </span> <span class="paddedline"> <span class="field" id="491730001FRFM2"> Music Completed Dale Carnegie Sales and Management Training. A ended numerous self funded training seminars to aid in my career development.</span> </span> </div> </div> </div> </div> | FINANCE |
28,758,002 | FINANCE CONTROLLER Summary Established goals and objectives, developed policies and procedures, recruited and trained staff, initiated and enhanced automated systems. Turned around "problem areas". Ensures compliance with and knowledge of governmental regulations and requirements. Defined and closely monitored short-and long-term goals and objectives for all departments. Excels at interacting with broad populations including senior management, staff, patients, and external auditors. Highly versatile, quickly masters' new roles, responsibilities, technologies, and environments. Initiate and spearheaded a special project resulting in measurable revenue growth; diffuses difficult situations with tact and ease. Skills Leadership/communication skills Product development Budgeting expertise Self-motivated Project management Small business development Client account management Customer-oriented Skills Account reconciliation, accounting, administrative, budget preparation, budget, closing, commercial lending, contract negotiations, contracts, Credit, client, delivery, Department of Health, direction, financing, financial, financial controls, financial operation, financial statements, forecasting, funds, general ledger, grants, Human Resources, HR, Director, managing, Mental Health, Office, outlook, organizational, payroll, P.C., personnel, quality, quality assurance, quality control, reporting, research, supervisor, tax planning, annual reports, year-end. Education Bachelor of Science 1996 New york institute of technology City , State , USA MBA : Finance 1998 New york institute of technology City , State , USA Experience Finance Controller 08/2010 to 09/2017 Company Name City , State Managed team 100 professionals. � Oversees accounting and financial activities � Managed all general ledger activity, reporting systems, GAAP standards� M onitored timely and accurate monthly, quarterly and year-end closing process � Prepared company forecasts and budget � Coordinated, monitored, and supported taxation requirements in compliance with and knowledge of governmental regulations and requirements � Managed and tracked the revenue of invested assets to ensure compliance with company policies and investment guidelines. Administrator 10/2008 to 09/2017 Company Name City , State Manage the 32-person Corporate Practice Group which specializes in the taxation and tax planning for corporations and sole proprietor-ships. Wrote comprehensive practice manual for payroll taxation practice. Analyzes financial statements of major corporations, large domestic and investment companies and broker/dealers to evaluate credit quality for commercial lending decisions. Prepare Credit Approval Summaries on client's financial position in light of current economic conditions and future business outlook. Direct and implementation of financial operation, budget preparation and administration, audit, taxation, monthly closing of books of record, account reconciliation, and journal entry adjustments. Prepares monthly, quarterly, and annual reports summarizing and forecasting business activities and financial position on income and expenses. Develops financial statements, analyzes business trends and daily operating costs. Manager of Finance 02/1997 to 12/2006 Company Name City , State Improved collections through the development of receivables performance measurement system to which project supervisor are held accountable. Upgraded the accounting department including personnel, job descriptions and financial controls to meet the requirements of a growing organization. Assisted external auditors in performing year-end audits. Monitored, reviewed and evaluated budget projections, grants / budget vs. actual day-to-day expenses, and provided advice on budgetary opportunities to address anticipated / projected shortfalls on an ongoing basis. Provided quality assurance audits to maintain process quality control plans. Assisted management in the development of long-term strategies and organizational implementation plans. Acted as lead on monthly budget projections and related research activities. Researched, developed, and implemented budgetary strategies designed to effectively and efficiently accomplish the hospital's mission. Worked as hospital / department liaison between the National Institute of Health (NIH), New York State Office of Mental Health (NYSOMH), New York City Department of Health and Mental Hygiene (NYCDMH), and private funded research contracts, training grants (NIH) T32 research related specific purpose funds. Controller 02/1990 to 12/1996 Company Name City , State Established line of credit used in financing working capital requirements. Implemented departmental budget vs. actual reporting system. Consolidated branch accounting operations resulting in staff reduction. Improved P.C.-based general ledger and Account Payable software to improve reporting. Submitted monthly financial statements to Board of Director (BOD). Supervised four (4) direct and fifteen (15) indirect reports. Served as point of contact while managing key relationship with New York City Department of Health and Mental Hygiene (NYCDMH), banks, hospitals, universities, and other establishments to support service contract delivery and administration. Assumed additional responsibilities as needed, including oversight of Human Resources (HR), front desk, administrative staff, and IT functions. Presided over facility expansion and acquisition projects with direction of financial and budget forecasting and analysis, cost approval, contract negotiations, and associated functions. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME991547569" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_991547569_1_656612081" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="991547569FNAM1"> </span> <span> </span> <span class="field lName" id="991547569LNAM1"> FINANCE CONTROLLER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM991547573" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM991547573"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_991547573_1_656612087" style="padding-top:0px;"> <div class="field singlecolumn" id="991547573FRFM1"> Established goals and objectives, developed policies and procedures, recruited and trained staff, initiated and enhanced automated systems. Turned around "problem areas". Ensures compliance with and knowledge of governmental regulations and requirements. Defined and closely monitored short-and long-term goals and objectives for all departments. Excels at interacting with broad populations including senior management, staff, patients, and external auditors. Highly versatile, quickly masters' new roles, responsibilities, technologies, and environments. Initiate and spearheaded a special project resulting in measurable revenue growth; diffuses difficult situations with tact and ease.</div> </div> </div> <div class="section" id="SECTION_HILT991547575" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT991547575"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_991547575_1_656620161" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="991547575SKC11"> <ul> <li> Leadership/communication skills</li> <li> Product development</li> <li> <span> Budgeting expertise </span> </li> <li> <span> </span> Self-motivated </li> </ul> <div> <br/> </div> </td> <td class="field twocol_2" id="991547575SKC21"> <ul> <li> Project management</li> <li> Small business development</li> <li> Client account management</li> <li> <span> Customer-oriented</span> </li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_SKLL991547574" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL991547574"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_991547574_1_656612088" style="padding-top:0px;"> <div class="field singlecolumn" id="991547574FRFM1"> Account reconciliation, accounting, administrative, budget preparation, budget, closing, commercial lending, contract negotiations, contracts, Credit, client, delivery, Department of Health, direction, financing, financial, financial controls, financial operation, financial statements, forecasting, funds, general ledger, grants, Human Resources, HR, Director, managing, Mental Health, Office, outlook, organizational, payroll, P.C., personnel, quality, quality assurance, quality control, reporting, research, supervisor, tax planning, annual reports, year-end.</div> </div> </div> <div class="section" id="SECTION_EDUC992971804" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC992971804"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_992971804_1_657670688" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="992971804DGRE1" itemprop="name"> Bachelor of Science</span> <span class="programline" id="992971804STUY1"> </span> <span class="datesWrapper"> <span class="jobdates" id="992971804GRYR1"> 1996</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="992971804SCHO1" itemprop="name"> New york institute of technology</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="992971804SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="992971804SSTA1"> State</span> <span> , </span> <span class="joblocation eduCountry" id="992971804SCNT1"> USA</span> </span> </span> <span class="paddedline"> <span class="field" id="992971804FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_992971804_2_657670982" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="992971804DGRE2" itemprop="name"> MBA</span> <span> : </span> <span class="programline" id="992971804STUY2"> Finance</span> <span class="datesWrapper"> <span class="jobdates" id="992971804GRYR2"> 1998</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="992971804SCHO2" itemprop="name"> New york institute of technology</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="992971804SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="992971804SSTA2"> State</span> <span> , </span> <span class="joblocation eduCountry" id="992971804SCNT2"> USA</span> </span> </span> <span class="paddedline"> <span class="field" id="992971804FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EXPR991547571" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR991547571"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_991547571_1_656619343" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="991547571JTIT1"> Finance Controller</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="991547571JSTD1"> 08/2010</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="991547571EDDT1"> 09/2017</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="991547571COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="991547571JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="991547571JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="991547571JDES1" itemprop="description"> <div> <span> Managed team 100 professionals. </span> </div> <div> <span> � Oversees accounting and financial activities </span> </div> <div> <span> � Managed all general ledger activity, reporting systems, GAAP standards� </span> </div> <div> <span> M</span> <span> onitored timely and accurate monthly, quarterly and year-end closing process</span> </div> <div> <span> � Prepared company forecasts and budget</span> </div> <div> <span> � Coordinated, monitored, and supported taxation requirements in compliance with and knowledge of governmental regulations and requirements</span> </div> <div> <span> � Managed and tracked the revenue of invested assets to ensure compliance with company policies and investment guidelines.</span> <br/> </div> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_991547571_2_656612083" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="991547571JTIT2"> Administrator</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="991547571JSTD2"> 10/2008</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="991547571EDDT2"> 09/2017</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="991547571COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="991547571JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="991547571JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="991547571JDES2" itemprop="description"> <ul> <li> Manage the 32-person Corporate Practice Group which specializes in the taxation and tax planning for corporations and sole proprietor-ships.</li> <li> Wrote comprehensive practice manual for payroll taxation practice.</li> <li> Analyzes financial statements of major corporations, large domestic and investment companies and broker/dealers to evaluate credit quality for commercial lending decisions.</li> <li> Prepare Credit Approval Summaries on client's financial position in light of current economic conditions and future business outlook.</li> <li> Direct and implementation of financial operation, budget preparation and administration, audit, taxation, monthly closing of books of record, account reconciliation, and journal entry adjustments.</li> <li> Prepares monthly, quarterly, and annual reports summarizing and forecasting business activities and financial position on income and expenses.</li> <li> Develops financial statements, analyzes business trends and daily operating costs.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_991547571_3_656612084" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="991547571JTIT3"> Manager of Finance</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="991547571JSTD3"> 02/1997</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="991547571EDDT3"> 12/2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="991547571COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="991547571JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="991547571JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="991547571JDES3" itemprop="description"> <ul> <li> Improved collections through the development of receivables performance measurement system to which project supervisor are held accountable.</li> <li> Upgraded the accounting department including personnel, job descriptions and financial controls to meet the requirements of a growing organization.</li> <li> Assisted external auditors in performing year-end audits.</li> <li> Monitored, reviewed and evaluated budget projections, grants / budget vs. actual day-to-day expenses, and provided advice on budgetary opportunities to address anticipated / projected shortfalls on an ongoing basis.</li> <li> Provided quality assurance audits to maintain process quality control plans.</li> <li> Assisted management in the development of long-term strategies and organizational implementation plans.</li> <li> Acted as lead on monthly budget projections and related research activities.</li> <li> Researched, developed, and implemented budgetary strategies designed to effectively and efficiently accomplish the hospital's mission.</li> <li> Worked as hospital / department liaison between the National Institute of Health (NIH), New York State Office of Mental Health (NYSOMH), New York City Department of Health and Mental Hygiene (NYCDMH), and private funded research contracts, training grants (NIH) T32 research related specific purpose funds.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_991547571_4_656612085" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="991547571JTIT4"> Controller</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="991547571JSTD4"> 02/1990</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="991547571EDDT4"> 12/1996</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="991547571COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="991547571JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="991547571JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="991547571JDES4" itemprop="description"> <ul> <li> Established line of credit used in financing working capital requirements.</li> <li> Implemented departmental budget vs. </li> <li> actual reporting system.</li> <li> Consolidated branch accounting operations resulting in staff reduction.</li> <li> Improved P.C.-based general ledger and Account Payable software to improve reporting.</li> <li> Submitted monthly financial statements to Board of Director (BOD).</li> <li> Supervised four (4) direct and fifteen (15) indirect reports.</li> <li> Served as point of contact while managing key relationship with New York City Department of Health and Mental Hygiene (NYCDMH), banks, hospitals, universities, and other establishments to support service contract delivery and administration.</li> <li> Assumed additional responsibilities as needed, including oversight of Human Resources (HR), front desk, administrative staff, and IT functions.</li> <li> Presided over facility expansion and acquisition projects with direction of financial and budget forecasting and analysis, cost approval, contract negotiations, and associated functions.</li> </ul> </span> </span> </div> </div> </div> </div> | FINANCE |
59,938,965 | FINANCE MANAGER Summary Confident and sales-oriented Finance Manager with over three year experience and track record of sales success.
*Exceptional professional selling skills enhanced by leadership and refined by a formal education and specialized sales-related training.
*Incomparable customer service and unique interpersonal skills.
*Excellent team player and can work independently with little direction, resourceful and high energy personality.
*Highly flexible and adaptable to dynamic needs, effective problem solver, facilitator.
*Proficient with ADP, Reynolds & Reynolds, UCS and DealerTrack Experience 11/2003 to 05/2004 Finance Manager Company Name - City , State Demonstrated continuous growth and achievements within the automotive industry. Solid business insight with the ability to ascertain needs for customers to increase profits. Tracked and disbursed all loans in a timely manner, communicated full contract disclosures, and accurately controlled paperwork flow. Maintained a strong working relationship with all lenders for four franchises. 02/2002 to 10/2002 Finance Manager Company Name - City , State Developed a strong rapport with customers to ensure satisfaction. Identified needs of customers to proactively sell products to meet their needs and exceed Florida quotas. Excellent rapport building, skillful presentation, and effective closing skills. Extensive professional training in the areas of sales, relationship building and leadership. 03/2001 to 02/2002 Finance Manager Company Name - City , State Efficiently analyzed all personal lines of credit to determine acceptability. Provided and/or coordinated full loan service functions for customers. Ability to work productively with all levels of the organization to add value and consistently contribute to the team. 04/2000 to 03/2001 Senior Credit Representative Company Name - City , State Demonstrated strong project management skills through competent management of 26 sales centers' accounts in the Florida Division. Implemented a process improvement system to assist in reconciliations. Prepared customer billing and developed reports weekly for upper management. Education 1999 Bachelors of Business Administrations : Accounting MERCER UNIVERSITY - City , State Accounting Skills automotive, billing, closing, credit, leadership, process improvement, project management, rapport, relationship building, sales Additional Information Personal and professional references available upon request | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME905786578" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_905786578_1_594268363" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field fName" id="905786578FNAM1"> </span> <span> </span> <span class="field" id="905786578LNAM1"> FINANCE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM905786582" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM905786582"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_905786582_1_594268370" style="padding-top:0px;"> <div class="field singlecolumn noPind" id="905786582FRFM1"> Confident and sales-oriented Finance Manager with over three year experience and track record of sales success.
*Exceptional professional selling skills enhanced by leadership and refined by a formal education and specialized sales-related training.
*Incomparable customer service and unique interpersonal skills.
*Excellent team player and can work independently with little direction, resourceful and high energy personality.
*Highly flexible and adaptable to dynamic needs, effective problem solver, facilitator.
*Proficient with ADP, Reynolds & Reynolds, UCS and DealerTrack</div> </div> </div> <div class="section" id="SECTION_HILT905786585" style="padding-top:0px;"> </div> <div class="section" id="SECTION_ACCM905786688" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR905786580" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR905786580"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_905786580_1_594268365" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="905786580JSTD1"> 11/2003</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="905786580EDDT1"> 05/2004</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="905786580JTIT1"> Finance Manager</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="905786580COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="905786580JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="905786580JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="905786580JDES1" itemprop="description"> <ul> <li> Demonstrated continuous growth and achievements within the automotive industry.</li> <li> Solid business insight with the ability to ascertain needs for customers to increase profits.</li> <li> Tracked and disbursed all loans in a timely manner, communicated full contract disclosures, and accurately controlled paperwork flow.</li> <li> Maintained a strong working relationship with all lenders for four franchises.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_905786580_2_594268366" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="905786580JSTD2"> 02/2002</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="905786580EDDT2"> 10/2002</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="905786580JTIT2"> Finance Manager</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="905786580COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="905786580JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="905786580JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="905786580JDES2" itemprop="description"> <ul> <li> Developed a strong rapport with customers to ensure satisfaction.</li> <li> Identified needs of customers to proactively sell products to meet their needs and exceed Florida quotas.</li> <li> Excellent rapport building, skillful presentation, and effective closing skills.</li> <li> Extensive professional training in the areas of sales, relationship building and leadership.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_905786580_3_594268367" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="905786580JSTD3"> 03/2001</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="905786580EDDT3"> 02/2002</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="905786580JTIT3"> Finance Manager</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="905786580COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="905786580JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="905786580JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="905786580JDES3" itemprop="description"> <ul> <li> Efficiently analyzed all personal lines of credit to determine acceptability.</li> <li> Provided and/or coordinated full loan service functions for customers.</li> <li> Ability to work productively with all levels of the organization to add value and consistently contribute to the team.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_905786580_4_594268368" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="905786580JSTD4"> 04/2000</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="905786580EDDT4"> 03/2001</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="905786580JTIT4"> Senior Credit Representative</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="905786580COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="905786580JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="905786580JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="905786580JDES4" itemprop="description"> <ul> <li> Demonstrated strong project management skills through competent management of 26 sales centers' accounts in the Florida Division.</li> <li> Implemented a process improvement system to assist in reconciliations.</li> <li> Prepared customer billing and developed reports weekly for upper management.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC905786581" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC905786581"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_905786581_1_594268369" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="905786581GRYR1"> 1999</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="905786581DGRE1" itemprop="name"> Bachelors of Business Administrations</span> <span> : </span> <span class="programline" id="905786581STUY1"> Accounting</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="905786581SCHO1" itemprop="name"> MERCER UNIVERSITY</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="905786581SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="905786581SSTA1"> State</span> <span class="joblocation jobstate" id="905786581SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="905786581FRFM1"> Accounting</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL905786583" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL905786583"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_905786583_1_594268371" style="padding-top:0px;"> <div class="field singlecolumn" id="905786583FRFM1"> automotive, billing, closing, credit, leadership, process improvement, project management, rapport, relationship building, sales</div> </div> </div> <div class="section" id="SECTION_ADDI905786584" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ADDI905786584"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_905786584_1_594268372" style="padding-top:0px;"> <div class="field singlecolumn" id="905786584FRFM1"> <ul> <li> Personal and professional references available upon request</li> </ul> </div> </div> </div> </div> | FINANCE |
28,396,458 | FINANCE MANAGER Summary Detailed oriented Finance Manager who is adapt at meeting dealership and customer expectations. A proven top producer track record of at least 15 years in the automotive and F&I department. Consistently exceed monthly goals by dealership. Top producer in all past dealership employment, while maintaining CSI scores above company standards. Excel at accurately and timely funding of both paper contracts and Econtracting. Well trained in menu selling of vehicle service contracts, maintenance, and aftermarket products. Compliant Skilled at tracking customer balances, approving loan applications, and verifying customer information. Specialize in establishing productive relationships with customers seeking finance options. Looking forward to harnessing all existing skills and aligning it with a company that has long term success and upward mobility. Highlights Solid knowledge of financing procedures and credit options within the auto industry Ability to offer a variety of financing options to customers Adapt at effectively supervising smaller and larger staffs Ability to establish and maintain an updated customer database Proficient at working well independently and in a team environment Extensive internal and external communication and organizational skills Accomplishments Top Finance manager of the year for the past 2 years. 2002 salesman of the year 2003 Closer of the year, was presented with a Rolex watch Top producer from salesman to sales manager (can provide numbers for your review) Averaging $2,000 gross profit per unit sold Hit all mandatory penetrations every month. Experience Finance Manager , 08/2012 to Current Company Name - City , State Develop loan packages for lenders and maintain accuracy in all paperwork Analyze credit reports, verify customer employment, financial data and fiscal statements Offer vehicle financing and insurance to customers and providing them with a thorough explanation of aftermarket products, extended warranties, complete explanation of manufacturer and dealership service procedures and policies Seek new lending institutions and maintain good working relationships to secure competitive interest rates and financing programs Maintain profitability of the finance department while controlling expenses and maintain an excellent customer satisfaction rating Submit paperwork to and obtain approval from finance sources on all finance deals Work with Sales Manager to secure a reasonable profit from every sale Check all paperwork for correct title, lien information, taxes, etc. Establish and meet monthly objectives Verify insurance with customers agents, obtain deposits, verify trade payoffs Negotiate with financial institutions to get deals financed and funded Prepare and submit DMV documentation Proficient use of auto dealer software such as KarPower, DealerClick, Reynolds & Reynolds Handle cash, checks and credit card payments for in house financing as well as daily transactions Understand and comply with federal, state and local regulations that affect new and used-vehicle and finance departments preformed administrative functions such as handling phones, filing, faxing copying and data entry Prepare contracts and Warranty forms Facilitated DMV Paperwork Products sold included alarms, lojack, warranties, maintenance Contracts, fuel savers etc. Familiar with loan structures, rates, and bank programs. FINANCE DIRECTOR/SALES MANAGER , 09/2006 to 07/2012 Company Name - City , State Top nationwide numbers on both the sales desk and in finance. Established and maintained monthly forecasted income, penetration levels, and customer satisfaction index (CSI) scores Oversaw dealership's customer loan origination and approval process while maintaining strong relationships with prime and subprime lenders Generated monthly, quarterly, and year end reports Ensured that all dealership processes and procedures were followed Analyzed credit reports, verify customer employment, financial data and fiscal statements Offered vehicle financing and insurance to customers and provided them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies Maintained profitability of the finance department while controlling expenses and maintain an excellent customer satisfaction rating Established and maintained good working relationships with several finance sources, factory and otherwise Submitted paperwork to and obtain approval from finance sources on all finance deals Checked all paperwork for correct title, lien information, taxes, etc. Established and met monthly objectives Verified insurance with customers agents, obtained deposits, verified trade payoffs Negotiated with financial institutions to get deals financed and funded Prepared and submitted DMV documentation Proficient use of auto dealer software such as KarPower, DealerClick, Reynolds & Reynolds Understood and complied with federal, state and local regulations that affect new and used-vehicle and finance departments Familiar with loan structures, rates, and bank programs. Managed finance department Responsible for dealership being contractually and legally compliant Worked directly with the Manufacturer to insure compliance training was implemented Compliance with all DMV contract law Implementing and training finance staff while maintaining an incredible profit center for the dealership. Sales Manager , 05/2001 to 09/2006 Company Name - City , State High volume dealership selling 250-300 cars a month. Managed a team of 6-8 salesman, motivated, trained, and set goals. Forecasted goals and objectives for the department and strived to meet them Established recommended sales and profit objectives Established personal income goals that were consistent with dealership standards of productivity, and devised a strategy to meet those goals Stayed abreast of incoming inventory, features, accessories, etc., and how they benefit customer Attended managers meetings and training as requested Reviewed and analyzed actions at the end of each day, week, month and year to determine how to better utilize time and plan more effectively Knowledge of all federal, state and local laws which govern retail auto sales Interacted with all departments to realize customer satisfaction goals Recruited, hired,managed, and monitored the performance of all vehicle sales employees Supervised the efforts of a salesperson to enhance the image and customer satisfaction ratings of the dealership Monitored and analyzed salespeople's performances Assisted salespeople closing deals Communicated with salespeople to ensure that dealership policies and procedures a were understood and followed Maintained a timely owner follow-up system Owner/CEO , 07/1995 to 05/2001 Company Name - City , State Founded and successfully developed a mid-level nutritional internet business Marketing and Advertising Performed accounting functions; accounts payable, accounts receivable, invoicing, monthly account reconciliation, and bank deposits Web-Site Development Handled all bill collections and credit inquiries Arranged and conducted staff meetings Managed all employees and staff Domestic & International Shipping/Packaging Responsible for maintenance of equipment and company vehicles. Skills Career minded personality with expertise in sales and management. Strong communication and customer service skills. Experience in creating a positive sale environment. Finance Director experience, strong attention to detail and follow up skills. Administrative duties, preparing contracts, account reconciliation, accounts payable/receivable, credit, e-commerce, invoicing, marketing, windows applications, organizational skills, public relations, web-site development, web marketing. Education Business/Marketing Business/Marketing Business Administration , 1985 Coeur d'Alene High School Business/Marketing Business/Marketing Business Administration Business Administration Business/Accounting , 1987 North Idaho College Business Administration Business/Accounting Business/Accounting Trend Business College Business/Accounting Graduated with Honors | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME838646994" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_838646994_1_546731023" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="838646994FNAM1"> </span> <span> </span> <span class="field" id="838646994LNAM1"> FINANCE MANAGER</span> </div> <div class="botBorder"> </div> </div> </div> <div class="section" id="SECTION_SUMM838646999" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM838646999"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_838646999_1_546731035" style="
padding-top:0px;
"> <div class="field singlecolumn txtLeft" id="838646999FRFM1"> Detailed oriented Finance Manager who is adapt at meeting dealership and customer expectations. A proven top producer track record of at least 15 years in the automotive and F&I department. Consistently exceed monthly goals by dealership. Top producer in all past dealership employment, while maintaining CSI scores above company standards. Excel at accurately and timely funding of both paper contracts and Econtracting. Well trained in menu selling of vehicle service contracts, maintenance, and aftermarket products. Compliant Skilled at tracking customer balances, approving loan applications, and verifying customer information. Specialize in establishing productive relationships with customers seeking finance options. Looking forward to harnessing all existing skills and aligning it with a company that has long term success and upward mobility.</div> </div> </div> <div class="section" id="SECTION_HILT838647000" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT838647000"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_838647000_1_546731036" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="838647000SKC11"> <ul> <li> Solid knowledge of financing procedures and credit options within the auto industry</li> <li> Ability to offer a variety of financing options to customers</li> <li> Adapt at effectively supervising smaller and larger staffs</li> </ul> </td> <td class="field twocol_2" id="838647000SKC21"> <ul> <li> Ability to establish and maintain an updated customer database</li> <li> Proficient at working well independently and in a team environment</li> <li> Extensive internal and external communication and organizational skills</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM838646997" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM838646997"> Accomplishments</div> </div> <div class="paragraph txtLeft firstparagraph" id="PARAGRAPH_838646997_1_546731031" style="
padding-top:0px;
"> <div class="field singlecolumn" id="838646997FRFM1"> <ul> <li> Top Finance manager of the year for the past 2 years.</li> <li> 2002 salesman of the year 2003 Closer of the year, was presented with a Rolex watch</li> <li> Top producer from salesman to sales manager (can provide numbers for your review)</li> <li> Averaging $2,000 gross profit per unit sold</li> <li> Hit all mandatory penetrations every month.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR838646996" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR838646996"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_838646996_1_546731025" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="838646996JTIT1"> Finance Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="838646996JSTD1"> 08/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="838646996EDDT1"> Current</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="838646996COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="838646996JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="838646996JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="838646996JDES1" itemprop="description"> <ul> <li> Develop loan packages for lenders and maintain accuracy in all paperwork </li> <li> Analyze credit reports, verify customer employment, financial data and fiscal statements </li> <li> Offer vehicle financing and insurance to customers and providing them with a thorough explanation of aftermarket products, extended warranties, complete explanation of manufacturer and dealership service procedures and policies</li> <li> Seek new lending institutions and maintain good working relationships to secure competitive interest rates and financing programs </li> <li> Maintain profitability of the finance department while controlling expenses and maintain an excellent customer satisfaction rating</li> </ul> <p> <br/> </p> <ul> <div class="newSpan" style="margin-left: -53px;"> </div> <li class="tempListItem" style="list-style-type: none;"> </li> <li class="tempListItem" style="list-style-type: none;"> </li> <li> Submit paperwork to and obtain approval from finance sources on all finance deals </li> <li> Work with Sales Manager to secure a reasonable profit from every sale </li> <li> Check all paperwork for correct title, lien information, taxes, etc.</li> <li> Establish and meet monthly objectives </li> <li> Verify insurance with customers agents, obtain deposits, verify trade payoffs</li> <li> Negotiate with financial institutions to get deals financed and funded </li> <li> Prepare and submit DMV documentation</li> <li> Proficient use of auto dealer software such as KarPower, DealerClick, Reynolds & Reynolds </li> <li> Handle cash, checks and credit card payments for in house financing as well as daily transactions </li> <li> Understand and comply with federal, state and local regulations that affect new and used-vehicle and finance departments preformed administrative functions such as handling phones, filing, faxing copying and data entry</li> <li> Prepare contracts and Warranty forms Facilitated DMV Paperwork</li> <li> Products sold included alarms, lojack, warranties, maintenance Contracts, fuel savers etc.</li> <li> Familiar with loan structures, rates, and bank programs.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_838646996_2_546731026" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="838646996JTIT2"> FINANCE DIRECTOR/SALES MANAGER</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="838646996JSTD2"> 09/2006</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="838646996EDDT2"> 07/2012</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="838646996COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="838646996JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="838646996JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="838646996JDES2" itemprop="description"> <ul> <li> Top nationwide numbers on both the sales desk and in finance.</li> <li> Established and maintained monthly forecasted income, penetration levels, and customer satisfaction index (CSI) scores</li> <li> Oversaw dealership's customer loan origination and approval process while maintaining strong relationships with prime and subprime lenders </li> <li> Generated monthly, quarterly, and year end reports </li> <li> Ensured that all dealership processes and procedures were followed </li> <li> Analyzed credit reports, verify customer employment, financial data and fiscal statements </li> <li> Offered vehicle financing and insurance to customers and provided them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies </li> <li> Maintained profitability of the finance department while controlling expenses and maintain an excellent customer satisfaction rating </li> <li> Established and maintained good working relationships with several finance sources, factory and otherwise </li> <li> Submitted paperwork to and obtain approval from finance sources on all finance deals </li> <li> Checked all paperwork for correct title, lien information, taxes, etc.</li> <li> Established and met monthly objectives </li> <li> Verified insurance with customers agents, obtained deposits, verified trade payoffs </li> <li> Negotiated with financial institutions to get deals financed and funded Prepared and submitted DMV documentation</li> <li> Proficient use of auto dealer software such as KarPower, DealerClick, Reynolds & Reynolds</li> <li> Understood and complied with federal, state and local regulations that affect new and used-vehicle and finance departments </li> <li> Familiar with loan structures, rates, and bank programs.</li> <li> Managed finance department</li> <li> Responsible for dealership being contractually and legally compliant</li> <li> Worked directly with the Manufacturer to insure compliance training was implemented </li> <li> Compliance with all DMV contract law </li> <li> Implementing and training finance staff while maintaining an incredible profit center for the dealership.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_838646996_3_546731028" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="838646996JTIT3"> Sales Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="838646996JSTD3"> 05/2001</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="838646996EDDT3"> 09/2006</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="838646996COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="838646996JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="838646996JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="838646996JDES3" itemprop="description"> <ul> <li> High volume dealership selling 250-300 cars a month.</li> <li> Managed a team of 6-8 salesman, motivated, trained, and set goals.</li> <li> Forecasted goals and objectives for the department and strived to meet them </li> <li> Established recommended sales and profit objectives </li> <li> Established personal income goals that were consistent with dealership standards of productivity, and devised a strategy to meet those goals</li> <li> Stayed abreast of incoming inventory, features, accessories, etc., and how they benefit customer</li> <li> Attended managers meetings and training as requested </li> <li> Reviewed and analyzed actions at the end of each day, week, month and year to determine how to better utilize time and plan more effectively </li> <li> Knowledge of all federal, state and local laws which govern retail auto sales</li> <li> Interacted with all departments to realize customer satisfaction goals</li> <li> Recruited, hired,managed, and monitored the performance of all vehicle sales employees</li> <li> Supervised the efforts of a salesperson to enhance the image and customer satisfaction ratings of the dealership</li> <li> Monitored and analyzed salespeople's performances</li> <li> Assisted salespeople closing deals </li> <li> Communicated with salespeople to ensure that dealership policies and procedures a were understood and followed</li> <li> Maintained a timely owner follow-up system </li> </ul> <p> <br/> </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_838646996_4_546731030" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="838646996JTIT4"> Owner/CEO</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="838646996JSTD4"> 07/1995</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="838646996EDDT4"> 05/2001</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="838646996COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="838646996JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="838646996JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="838646996JDES4" itemprop="description"> <ul> <li> Founded and successfully developed a mid-level nutritional internet business </li> <li> Marketing and Advertising</li> <li> Performed accounting functions; accounts payable, accounts receivable, invoicing, monthly account reconciliation, and bank deposits </li> <li> Web-Site Development</li> <li> Handled all bill collections and credit inquiries Arranged and conducted staff meetings</li> <li> Managed all employees and staff Domestic & International Shipping/Packaging</li> <li> Responsible for maintenance of equipment and company vehicles.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL838647001" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL838647001"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_838647001_1_546731037" style="
padding-top:0px;
"> <div class="field singlecolumn txtLeft" id="838647001FRFM1"> Career minded personality with expertise in sales and management. Strong communication and customer service skills. Experience in creating a positive sale environment. Finance Director experience, strong attention to detail and follow up skills. Administrative duties, preparing contracts, account reconciliation, accounts payable/receivable, credit, e-commerce, invoicing, marketing, windows applications, organizational skills, public relations, web-site development, web marketing.</div> </div> </div> <div class="section" id="SECTION_EDUC838646998" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC838646998"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_838646998_1_546731032" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="838646998DGRE1" itemprop="name"> </span> <span class="programline" dependency="STUY" id="838646998STUY1"> Business/Marketing Business/Marketing Business Administration</span> <span> ,</span> <span class="jobdates" id="838646998GRYR1"> 1985</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="838646998SCHO1" itemprop="name"> Coeur d'Alene High School</span> <span class="joblocation jobcity" id="838646998SCIT1"> </span> <span class="joblocation jobstate" id="838646998SSTA1"> </span> <span class="joblocation jobstate" id="838646998SCNT1"> </span> </span> <span class="paddedline txtLeft"> <span class="field" id="838646998FRFM1"> <p style="text-align: center;"> Business/Marketing Business/Marketing Business Administration</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_838646998_2_546731033" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="838646998DGRE2" itemprop="name"> </span> <span class="programline" dependency="STUY" id="838646998STUY2"> Business Administration Business/Accounting</span> <span> ,</span> <span class="jobdates" id="838646998GRYR2"> 1987</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="838646998SCHO2" itemprop="name"> North Idaho College</span> <span class="joblocation jobcity" id="838646998SCIT2"> </span> <span class="joblocation jobstate" id="838646998SSTA2"> </span> <span class="joblocation jobstate" id="838646998SCNT2"> </span> </span> <span class="paddedline txtLeft"> <span class="field" id="838646998FRFM2"> <p style="text-align: center;"> Business Administration Business/Accounting</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_838646998_3_546731034" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="838646998DGRE3" itemprop="name"> </span> <span class="programline" dependency="STUY" id="838646998STUY3"> Business/Accounting</span> <span class="jobdates" id="838646998GRYR3"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="838646998SCHO3" itemprop="name"> Trend Business College</span> <span class="joblocation jobcity" id="838646998SCIT3"> </span> <span class="joblocation jobstate" id="838646998SSTA3"> </span> <span class="joblocation jobstate" id="838646998SCNT3"> </span> </span> <span class="paddedline txtLeft"> <span class="field" id="838646998FRFM3"> <p style="text-align: center;"> Business/Accounting Graduated with Honors</p> </span> </span> </div> </div> </div> </div> | FINANCE |
27,914,096 | FINANCE MANAGER Summary Efficient, dedicated, hard-working Financial Manager skilled at consistently meeting strict deadlines, paying high attention to detail and effectiveness when reporting to senior management. Extensive experience in budgeting, forecasting, strategic planning and analysis. Experience Company Name March 2003 to Current Finance Manager City , State Serving as a business and financial advisor to a portfolio of ten trade show teams by working closely with Senior Management, Industry Vice Presidents, and Sales Directors, as well as the Operations, Registration, Marketing, and Conference departments Prepare detailed show budgets, monthly financial forecasts, strategic plan projections, and financial analysis of the P&L's for ten trade shows. Manage these tasks effectively to complete on a timely basis, and within strict deadlines Analyze show revenue and expenses versus budget/forecast and provide analysis on variances. Review general ledger accounts, prepare journal entries and support schedules as needed to discuss findings with show management Perform due diligence for potential business acquisitions, and then prepare and present the financial models to Senior Management Assist Show Management with decisions relating to exhibit space, advertising and media product pricing, as well as customer package creation and pricing Review and approve all purchase orders, vendor invoices, and expense reports relating to shows and ensure all documents are in accordance with company policies Monitor sales and marketing results against established milestones and expense commitments relating to new show launches Review key business contracts related to events and provide guidance and information on financial and non-financial matters to event teams Manage onsite trade show financial needs which includes establishing banking requirements, preparing and reconciling financial documents onsite, and training and supervising cashiers and temporary help at the show Partner with and maintain professional relationships with key association and business partners within trade show events Created and implemented financial reports which detail customer packages sold by show teams. These reports are mainly used by Finance, Sales and Operations teams Redesigned and streamlined the Show Set Up Process that is used by Finance, Accounting, and Sales departments Monitor accounts receivable and assist collections and sales with determining collectability Collaborate with Reed Exhibitions France on cross border events held in the U.S. Provide financial support on these events and assist with onsite
event needs Assist in the interviewing process for new team members, as
well as help train new staff accountants and finance managers within the
department Streamlined and automated Interim and Year-End audit process
for the finance and accounting departments which made it more effecient for the auditors to review reconciliations and financials Company Name June 2000 to June 2001 Portfolio Administrator City , State Managed, tracked and ensured the integrity of financial data for over 70 portfolio companies Communicated and interfaced with CEO, CFO, COO of the portfolio companies and discussed quarterly financial updates, stock splits, fundraising and cash flow Project manager for the company's quarterly meetings which entailed the maintenance and updating of information on the financial performance and the business status of the portfolio companies Analyzed financial statements and created reports for management which were used to formulate future investment strategies Primary liaison between all levels of management of the portfolio companies and the private equity division of Bowman Capital. Company Name October 1998 to June 2000 Staff Accountant City , State Prepared monthly, quarterly and yearly financial statements for consolidation process, which included the balance sheet, profit and loss statement and cash flow statement. Assisted in streamlining and automating our consolidation and reporting process using the Peoplesoft system. Performed monthly financial statement analysis and account reconciliation's and developed and presented conclusions to management. Assisted Investor Relations by providing financial information to support sales press releases. Company Name October 1996 to October 1998 Advanced Staff Auditor City , State Performed financial statement audits for high-tech, food and beverage, financial services, health care, manufacturing and telecommunication clients. Identified accounting issues, utilized technical knowledge, research skills and analytical abilities to determine proper accounting treatment and ensure compliance with GAAP. Analyzed internal control procedures to determine audit risk and to assist clients in strengthening their control procedures. Provided suggestion to management for improving their internal operations. Used strong organizational skills, detailed documentation and computer proficiency to record the procedures, results and conclusions of testwork. Education University of Massachusetts -Amherst, MA 1996 BBA : Accounting Graduated Cum Laude Overall GPA: 3.3 Skills Financial statement analysis, budgeting, forecasting, strategic planning, financial modeling, strong communication, interpersonal and organizational skills Computer skills in the following areas: Microsoft Access, Excel, MicroSoft Office, Microsoft Outlook, Powerpoint, Microsoft Word, Onyx, PeopleSoft, Citrix | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME772010072" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_772010072_1_500618456" style="padding-top:0px;"> <div class="name bottomborder" itemprop="name"> <span class="field" id="772010072FNAM1"> </span> <span> </span> <span class="field" id="772010072LNAM1"> FINANCE MANAGER</span> </div> <div class="lowerborder bottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM772010078" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM772010078"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_772010078_1_500625659" style="padding-top:0px;"> <div class="field singlecolumn" id="772010078FRFM1"> <span> Efficient, dedicated, hard-working Financial Manager skilled at consistently meeting strict deadlines, paying high attention to detail and effectiveness when reporting to senior management. Extensive experience in budgeting, forecasting, strategic planning and analysis.</span> </div> </div> </div> <div class="section" id="SECTION_EXPR772010074" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR772010074"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_772010074_1_500618458" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="772010074COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="772010074JSTD1"> March 2003</span> <span> to </span> <span class="jobdates" format="%B %Y" id="772010074EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="772010074JTIT1"> Finance Manager</span> <br/> <span class="joblocation jobcity" id="772010074JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="772010074JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="772010074JDES1" itemprop="description"> <ul> <li> Serving as a business and financial advisor to a portfolio of ten trade show teams by working closely with Senior Management, Industry Vice Presidents, and Sales Directors, as well as the Operations, Registration, Marketing, and Conference departments </li> <li> Prepare detailed show budgets, monthly financial forecasts, strategic plan projections, and financial analysis of the P&L's for ten trade shows. Manage these tasks effectively to complete on a timely basis, and within strict deadlines </li> <li> Analyze show revenue and expenses versus budget/forecast and provide analysis on variances. Review general ledger accounts, prepare journal entries and support schedules as needed to discuss findings with show management</li> <li> Perform due diligence for potential business acquisitions, and then prepare and present the financial models to Senior Management</li> <li> Assist Show Management with decisions relating to exhibit space, advertising and media product pricing, as well as customer package creation and pricing </li> <li> Review and approve all purchase orders, vendor invoices, and expense reports relating to shows and ensure all documents are in accordance with company policies</li> <li> Monitor sales and marketing results against established milestones and expense commitments relating to new show launches</li> <li> Review key business contracts related to events and provide guidance and information on financial and non-financial matters to event teams </li> <li> Manage onsite trade show financial needs which includes establishing banking requirements, preparing and reconciling financial documents onsite, and training and supervising cashiers and temporary help at the show </li> <li> Partner with and maintain professional relationships with key association and business partners within trade show events </li> <li> Created and implemented financial reports which detail customer packages sold by show teams. These reports are mainly used by Finance, Sales and Operations teams </li> <li> Redesigned and streamlined the Show Set Up Process that is used by Finance, Accounting, and Sales departments </li> <li> Monitor accounts receivable and assist collections and sales with determining collectability </li> <li> Collaborate with Reed Exhibitions France on cross border events held in the U.S. Provide financial support on these events and assist with onsite
event needs</li> <li> Assist in the interviewing process for new team members, as
well as help train new staff accountants and finance managers within the
department </li> <li> Streamlined and automated Interim and Year-End audit process
for the finance and accounting departments which made it more effecient for the auditors to review reconciliations and financials</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_772010074_2_500618460" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="772010074COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="772010074JSTD2"> June 2000</span> <span> to </span> <span class="jobdates" format="%B %Y" id="772010074EDDT2"> June 2001</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="772010074JTIT2"> Portfolio Administrator</span> <br/> <span class="joblocation jobcity" id="772010074JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="772010074JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="772010074JDES2" itemprop="description"> <ul> <li> Managed, tracked and ensured the integrity of financial data for over 70 portfolio companies Communicated and interfaced with CEO, CFO, COO of the portfolio companies and discussed quarterly financial updates, stock splits, fundraising and cash flow</li> <li> Project manager for the company's quarterly meetings which entailed the maintenance and updating of information on the financial performance and the business status of the portfolio companies </li> <li> Analyzed financial statements and created reports for management which were used to formulate future investment strategies Primary liaison between all levels of management of the portfolio companies and the private equity division of Bowman Capital.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_772010074_3_500618461" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="772010074COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="772010074JSTD3"> October 1998</span> <span> to </span> <span class="jobdates" format="%B %Y" id="772010074EDDT3"> June 2000</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="772010074JTIT3"> Staff Accountant</span> <br/> <span class="joblocation jobcity" id="772010074JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="772010074JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="772010074JDES3" itemprop="description"> <ul> <li> Prepared monthly, quarterly and yearly financial statements for consolidation process, which included the balance sheet, profit and loss statement and cash flow statement.</li> <li> Assisted in streamlining and automating our consolidation and reporting process using the Peoplesoft system.</li> <li> Performed monthly financial statement analysis and account reconciliation's and developed and presented conclusions to management.</li> <li> Assisted Investor Relations by providing financial information to support sales press releases.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_772010074_4_500618462" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="772010074COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="772010074JSTD4"> October 1996</span> <span> to </span> <span class="jobdates" format="%B %Y" id="772010074EDDT4"> October 1998</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="772010074JTIT4"> Advanced Staff Auditor</span> <br/> <span class="joblocation jobcity" id="772010074JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="772010074JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="772010074JDES4" itemprop="description"> <ul> <li> Performed financial statement audits for high-tech, food and beverage, financial services, health care, manufacturing and telecommunication clients.</li> <li> Identified accounting issues, utilized technical knowledge, research skills and analytical abilities to determine proper accounting treatment and ensure compliance with GAAP.</li> <li> Analyzed internal control procedures to determine audit risk and to assist clients in strengthening their control procedures.</li> <li> Provided suggestion to management for improving their internal operations.</li> <li> Used strong organizational skills, detailed documentation and computer proficiency to record the procedures, results and conclusions of testwork.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC772016817" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC772016817"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_772016817_1_500624327" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="772016817SCHO1" itemprop="name"> University of Massachusetts -Amherst, MA</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="772016817GRYR1"> 1996</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="772016817DGRE1" itemprop="name"> BBA</span> <span> : </span> <span class="programline" id="772016817STUY1"> Accounting</span> </span> <span class="paddedline"> <span class="field" id="772016817FRFM1"> <div> Graduated Cum Laude</div> <div> Overall GPA: 3.3<br/> </div> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL772010077" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL772010077"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_772010077_1_500618465" style="padding-top:0px;"> <div class="field singlecolumn" id="772010077FRFM1"> <ul> <li> Financial statement analysis, budgeting, forecasting, strategic planning, financial modeling, strong communication, interpersonal and organizational skills </li> <li> Computer skills in the following areas: Microsoft Access, Excel, MicroSoft Office, Microsoft Outlook, Powerpoint, Microsoft Word, Onyx, PeopleSoft, Citrix</li> </ul> </div> </div> </div> </div> | FINANCE |
57,088,974 | FINANCE MANAGER Summary Flexible Accountant who adapts seamlessly to constantly evolving accounting processes and technology. Adept at budget forecasting, financial reporting, Capable Accountant successful at managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes. Highlights Financial statement analysis Analytical reasoning Strength in regulatory reporting Account reconciliation expert Complex problem solving Effective time management Excellent managerial techniques Strong organizational skills Superior research skills Flexible team player Accomplishments Reviewed processes and identified inadequate. Experience Finance Manager May 2008 to Current Company Name - City , State Supervision of Accounting employees including hiring, coaching, training and completing employee evaluations in a timely manner. Develop and generate daily, monthly, quarterly and year end processes and preparation of financial statements and related management reports. Coordination and management of daily cash transfers. Maintain general ledger accounts in balance with sub-ledgers. Approve all A/P expenditures and G/L adjustments. Analyze and review expenditures compared to budget. Maintain accounting control procedures. Communicate with staff and members efficiently and timely. Assist Internal and external auditors in completing audits. Improve, redesign and re-engineer existing accounting systems. Team Member of Security Committee and Business Continuity Committee. Received over 20 awards for going above and beyond and saving the Credit Union money. Financial Analyst II November 2000 to April 2008 Company Name - City , State Produced financial information for billing and reporting for Federal, State and County contracts. Performed general ledger reconciliation and prepare any correcting entries. Reconciliation of 35 bank accounts from multiple banking entities. Tracked and reconciled Long and Short Term Debt. Liaison to program management with respect to financial information, contract compliance and budgetary matters. Reviewed and monitored the preparation of audit schedules for any required Agency audits. Assisted the Director of Finance in developing budgets and with budgetary analysis. Improved, redesigned and re-engineered existing accounting systems. Coordinated conversion of new computer software and hardware. Member of the Internal Loan Committee providing review and approval of Micro Business Loans. Responsible for the daily operation and supervision of the A/P Department. Named Employee of the Month. Corporate Accountant August 1998 to October 2000 Company Name - City , State Developed and monitored operating and capital budgets. Managed and reviewed all functions regarding financial statement preparation. Provided analysis, produced reports and developed specialized reports for management. Managed, reviewed and approved A/P and A/R. Performed all general ledger reconciliation. Assisted H/R Director with P/R transactions and functions. Provided work direction and review to less experienced associates. Improved, redesigned and re-engineered existing accounting systems. Coordinated conversion of new computer software and hardware. Provided support and assistance to Corporate Controller. Named Employee of the Month. Resort Revenue Manager July 1991 to August 1998 Company Name - City , State Managed revenue department which audited 10 restaurants, Adult and Kids Ski Schools, 8 retail outlets, The Crested Butte Marriott Hotel (252 suites ), The Sheraton at Crested Butte (300 rooms) and various vacation rental properties. Responsible for hiring, training and disciplining up to 20 associates. Responsible for the security and accurate processing of large sums of currency and credit cards from multiple resort operations exceeding $250,000 daily. Ensured timely and accurate bank account reconciliation for various corporate entities between multiple banking organizations. Coordinated the transfer of funds among multiple bank accounts. Managed, reviewed and approved high volume of A/P and A/R transactions and inter-company allocations. Managed and reviewed all functions regarding financial statement preparation. Prepared audit work papers for corporate auditors. Provided support and assistance to Controller. Assisted with conversion of new computer software and hardware. Member of Wage Committee, Leadership Committee and the Software Design Committee. Received awards for Associate of the Week, Team of the Week, Team of the Month and Special Project of the Month. EQUIPMENT/SKILLS Computer Literate. Solid working knowledge of accounting/auditing principles and procedures. Education Accounting Associate Degree Barnes Business College Skills account reconciliation, Accounting, accounting systems, A/P, Agency, auditing, balance, banking, billing, budgets, budget, coaching, hardware, Computer Literate, contracts, Controller, conversion, Credit, direction, engineer, Finance, financial, financial statement preparation, preparation of financial statements, funds, general ledger, general ledger accounts, hiring, Leadership, Director, money, processes, program management, reporting, retail, Software Design, Supervision | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME680147299" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_680147299_1_441911214" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="680147299FNAM1"> </span> <span> </span> <span class="field" id="680147299LNAM1"> FINANCE MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM680147301" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM680147301"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_680147301_1_441911857" style="padding-top:0px;"> <div class="field singlecolumn" id="680147301FRFM1"> <p align="LEFT"> Flexible Accountant who adapts seamlessly to constantly evolving accounting processes and technology. Adept at budget forecasting, financial reporting, Capable Accountant successful at managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes.</p> </div> </div> </div> <div class="section" id="SECTION_HILT680147302" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT680147302"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_680147302_1_441912125" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="680147302SKC11"> <ul> <li> Financial statement analysis</li> <li> Analytical reasoning</li> <li> Strength in regulatory reporting</li> <li> Account reconciliation expert</li> <li> Complex problem solving</li> </ul> </td> <td class="field twocol_2 charspace" id="680147302SKC21"> <ul> <li> Effective time management</li> <li> Excellent managerial techniques</li> <li> Strong organizational skills</li> <li> Superior research skills</li> <li> Flexible team player</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM680147491" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM680147491"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_680147491_1_441913919" style="padding-top:0px;"> <div class="field singlecolumn" id="680147491FRFM1"> <p align="LEFT"> Reviewed processes and identified inadequate. </p> <br/> </div> </div> </div> <div class="section" id="SECTION_EXPR680147303" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR680147303"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_680147303_1_441911216" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="680147303JTIT1"> Finance Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="680147303JSTD1"> May 2008</span> <span> to </span> <span class="jobdates" format="%B %Y" id="680147303EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="680147303COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="680147303JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="680147303JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="680147303JDES1" itemprop="description"> <ul> <li> Supervision of Accounting employees including hiring, coaching, training and completing employee evaluations in a timely manner.</li> <li> Develop and generate daily, monthly, quarterly and year end processes and preparation of financial statements and related management reports.</li> <li> Coordination and management of daily cash transfers.</li> <li> Maintain general ledger accounts in balance with sub-ledgers.</li> <li> Approve all A/P expenditures and G/L adjustments.</li> <li> Analyze and review expenditures compared to budget.</li> <li> Maintain accounting control procedures.</li> <li> Communicate with staff and members efficiently and timely.</li> <li> Assist Internal and external auditors in completing audits.</li> <li> Improve, redesign and re-engineer existing accounting systems.</li> <li> Team Member of Security Committee and Business Continuity Committee.</li> <li> Received over 20 awards for going above and beyond and saving the Credit Union money.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_680147303_2_441911217" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="680147303JTIT2"> Financial Analyst II</span> <br/> <span> <span class="jobdates" format="%B %Y" id="680147303JSTD2"> November 2000</span> <span> to </span> <span class="jobdates" format="%B %Y" id="680147303EDDT2"> April 2008</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="680147303COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="680147303JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="680147303JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="680147303JDES2" itemprop="description"> <ul> <li> Produced financial information for billing and reporting for Federal, State and County contracts.</li> <li> Performed general ledger reconciliation and prepare any correcting entries.</li> <li> Reconciliation of 35 bank accounts from multiple banking entities.</li> <li> Tracked and reconciled Long and Short Term Debt.</li> <li> Liaison to program management with respect to financial information, contract compliance and budgetary matters.</li> <li> Reviewed and monitored the preparation of audit schedules for any required Agency audits.</li> <li> Assisted the Director of Finance in developing budgets and with budgetary analysis.</li> <li> Improved, redesigned and re-engineered existing accounting systems.</li> <li> Coordinated conversion of new computer software and hardware.</li> <li> Member of the Internal Loan Committee providing review and approval of Micro Business Loans.</li> <li> Responsible for the daily operation and supervision of the A/P Department.</li> <li> Named Employee of the Month.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_680147303_3_441911218" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="680147303JTIT3"> Corporate Accountant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="680147303JSTD3"> August 1998</span> <span> to </span> <span class="jobdates" format="%B %Y" id="680147303EDDT3"> October 2000</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="680147303COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="680147303JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="680147303JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="680147303JDES3" itemprop="description"> <ul> <li> Developed and monitored operating and capital budgets.</li> <li> Managed and reviewed all functions regarding financial statement preparation.</li> <li> Provided analysis, produced reports and developed specialized reports for management.</li> <li> Managed, reviewed and approved A/P and A/R.</li> <li> Performed all general ledger reconciliation.</li> <li> Assisted H/R Director with P/R transactions and functions.</li> <li> Provided work direction and review to less experienced associates.</li> <li> Improved, redesigned and re-engineered existing accounting systems.</li> <li> Coordinated conversion of new computer software and hardware.</li> <li> Provided support and assistance to Corporate Controller.</li> <li> Named Employee of the Month.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_680147303_4_441911219" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="680147303JTIT4"> Resort Revenue Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="680147303JSTD4"> July 1991</span> <span> to </span> <span class="jobdates" format="%B %Y" id="680147303EDDT4"> August 1998</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="680147303COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="680147303JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="680147303JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="680147303JDES4" itemprop="description"> <ul> <li> Managed revenue department which audited 10 restaurants, Adult and Kids Ski Schools, 8 retail outlets, The Crested Butte Marriott Hotel (252 suites ), The Sheraton at Crested Butte (300 rooms) and various vacation rental properties.</li> <li> Responsible for hiring, training and disciplining up to 20 associates.</li> <li> Responsible for the security and accurate processing of large sums of currency and credit cards from multiple resort operations exceeding $250,000 daily.</li> <li> Ensured timely and accurate bank account reconciliation for various corporate entities between multiple banking organizations.</li> <li> Coordinated the transfer of funds among multiple bank accounts.</li> <li> Managed, reviewed and approved high volume of A/P and A/R transactions and inter-company allocations.</li> <li> Managed and reviewed all functions regarding financial statement preparation.</li> <li> Prepared audit work papers for corporate auditors.</li> <li> Provided support and assistance to Controller.</li> <li> Assisted with conversion of new computer software and hardware.</li> <li> Member of Wage Committee, Leadership Committee and the Software Design Committee.</li> <li> Received awards for Associate of the Week, Team of the Week, Team of the Month and Special Project of the Month.</li> <li> EQUIPMENT/SKILLS Computer Literate.</li> <li> Solid working knowledge of accounting/auditing principles and procedures.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC680147304" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC680147304"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_680147304_1_441911220" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="680147304DGRE1" itemprop="name"> Accounting Associate Degree</span> <span class="programline" dependency="STUY" id="680147304STUY1"> </span> <span class="jobdates" id="680147304GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="680147304SCHO1" itemprop="name"> Barnes Business College</span> <span class="joblocation jobcity" id="680147304SCIT1"> </span> <span class="joblocation jobstate" id="680147304SSTA1"> </span> <span class="joblocation jobstate" id="680147304SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="680147304FRFM1"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL680147306" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL680147306"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_680147306_1_441911221" style="padding-top:0px;"> <div class="field singlecolumn" id="680147306FRFM1"> account reconciliation, Accounting, accounting systems, A/P, Agency, auditing, balance, banking, billing, budgets, budget, coaching, hardware, Computer Literate, contracts, Controller, conversion, Credit, direction, engineer, Finance, financial, financial statement preparation, preparation of financial statements, funds, general ledger, general ledger accounts, hiring, Leadership, Director, money, processes, program management, reporting, retail, Software Design, Supervision</div> </div> </div> </div> | FINANCE |
26,231,609 | FINANCE MANAGER Highlights Essbase PeopleSoft Tableau Access Excel Hyperion Experience Company Name July 2014 to Current Finance Manager City , State Develop financial models for Professional Lab Services (PLS) management team and assists in the preparation of business cases for new lab management deals. Reviews deal models and underlying assumptions to ensure effective financial decisions are being made. Spearheads monthly actual to budget financial analysis and capital expenditure review for managed labs. Leads an investigation team that audits deals that are not meeting financial expectations and presents findings with provides recommended solutions to senior leadership. Streamlined and standardized monthly financial reporting for all existing managed labs. Presents quarterly financial results and outlook to General Manager, PLS and regional senior leadership. Established deal tracking mechanism to track financial performance compared to the deal model. Coordinates with business partners to build annual budgets and quarterly forecasts for existing managed labs and projects future revenue/OM growth. Reviews business cases for incremental capital expenditure requests for existing managed labs. Develops PLS department annual cost budget and reviews with General Manager, PLS and Senior Finance Leaders. Company Name June 2012 to July 2014 Senior Financial Analyst City , State Partnered with the region's Operational Leadership Team and provided financial support to each function by reviewing functional P&L results, FTE/productivity trends, invigorate cost savings, and addressing ad hoc requests. Performed monthly P&L trend analysis for a $1.5 Billion region, ensuring the accuracy of the financial statements and communicated key drivers of variances to budget to the Regional Finance Director. Review journal entries and reconciliations prepared by Centralized Accounting to ensure accuracy. Built and automated budget/forecasting models to ensure accurate and efficient updates to forecasts. Lead the headcount and Salaries, Wages, and Benefits forecasting for a region of 5,000 employees and conducted a monthly review with the region's Operational Leadership Team. Budgeted, forecasted, and monitored the region's monthly supplies expense, including analyzing overall cost per requisition, client supply cost per requisition, and allergen volume trends. Forecasted and budgeted monthly operating expenses including Automobile, Shuttle, Rent, Telecommunications, Utilities, and Depreciation. Prepared the daily specimen volume report for the region, including forecasting volume cycling and analyzing trends. Spearheaded the region's cost of testing update initiative and communicated results to the Regional Finance Director and Corporate Pricing. Budgeted, forecasted, and monitored the region's capital spending. Regional Fixed Asset subject matter expert, coordinating the addition, transfer, and disposal of assets. Developed and implemented new processes to improve internal controls and gain efficiencies. Supported the Regional Finance Director and process owners during Internal Audits and SOX testing. Indirectly managed/mentored one individual. Company Name November 2010 to June 2012 Senior Auditor - Internal Audit City , State In-charged and performed audits of domestic and international business units. Supervised 2-5 Staff and Senior Auditors, provided on the job training, established time frames for task completion, and communicated key objectives and goals. Headed Foreign Corrupt Practices Act (FCPA) auditing for the company consisting of interviews with international Business Unit senior management and testing procedures. Worked with Legal Counsel on remediation of control deficiencies and FCPA policy violations identified. Conducted audit planning, including risk assessment, scoping, budgeting resource needs, assigning work areas, and scheduling audit timing. Updated audit work programs to better address potential risks within business processes. Wrote internal audit reports, rated the audit findings based on risk, determined the report opinion based on audit findings, and provided management with an effective recommendation. Implemented the use of data analytic procedures, increasing the efficiency and effectiveness of audits. Managed one direct report, ensuring successful career development. Company Name August 2008 to November 2010 Senior Auditor City , State Performed financial audits of SEC corporations and governmental entities. Education May 2008 Bachelor of Science : Business Administration GPA: GPA: 3.95 Business Administration GPA: 3.95 Seton Hall Varsity Swim Team: NCAA Division I, Big East Conference Seton Hall University December 2009 MS : Professional Accounting City , State GPA: GPA: 3.94 Professional Accounting GPA: 3.94 Skills Accounting, ad, auditing, Benefits, budgeting, budgets, budget, business processes, client, drivers, Essbase, senior management, Finance, financial, financial analysis, financial audits, Develop financial models, financial reporting, financial statements, forecasting, functional, General Manager, Hyperion, Internal Audits, internal audit, international Business, Leadership, Legal, Director, Access, Excel, outlook, PeopleSoft, Pricing, processes, risk assessment, SOX testing, scheduling, Tableau, Telecommunications, trend, Utilities | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME625324063" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_625324063_1_406867881" style="padding-top:0px;"> <div class="name bottomborder" itemprop="name"> <span class="field" id="625324063FNAM1"> </span> <span> </span> <span class="field" id="625324063LNAM1"> FINANCE MANAGER</span> </div> <div class="lowerborder bottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM625324065" style="padding-top:0px;"> </div> <div class="section" id="SECTION_HILT625324066" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT625324066"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625324066_1_406867899" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="625324066SKC11"> <ul> <li> Essbase</li> <li> PeopleSoft</li> <li> Tableau</li> <li> Access</li> <li> Excel</li> <li> Hyperion</li> </ul> </td> <td class="field twocol_2" id="625324066SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR625324067" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR625324067"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625324067_1_406867884" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="625324067COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="625324067JSTD1"> July 2014</span> <span> to </span> <span class="jobdates" format="%B %Y" id="625324067EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="625324067JTIT1"> Finance Manager</span> <br/> <span class="joblocation jobcity" id="625324067JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="625324067JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="625324067JDES1" itemprop="description"> <ul> <li> Develop financial models for Professional Lab Services (PLS) management team and assists in the preparation of business cases for new lab management deals.</li> <li> Reviews deal models and underlying assumptions to ensure effective financial decisions are being made.</li> <li> Spearheads monthly actual to budget financial analysis and capital expenditure review for managed labs.</li> <li> Leads an investigation team that audits deals that are not meeting financial expectations and presents findings with provides recommended solutions to senior leadership.</li> <li> Streamlined and standardized monthly financial reporting for all existing managed labs.</li> <li> Presents quarterly financial results and outlook to General Manager, PLS and regional senior leadership.</li> <li> Established deal tracking mechanism to track financial performance compared to the deal model.</li> <li> Coordinates with business partners to build annual budgets and quarterly forecasts for existing managed labs and projects future revenue/OM growth.</li> <li> Reviews business cases for incremental capital expenditure requests for existing managed labs.</li> <li> Develops PLS department annual cost budget and reviews with General Manager, PLS and Senior Finance Leaders.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_625324067_2_406867886" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="625324067COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="625324067JSTD2"> June 2012</span> <span> to </span> <span class="jobdates" format="%B %Y" id="625324067EDDT2"> July 2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="625324067JTIT2"> Senior Financial Analyst</span> <br/> <span class="joblocation jobcity" id="625324067JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="625324067JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="625324067JDES2" itemprop="description"> <ul> <li> Partnered with the region's Operational Leadership Team and provided financial support to each function by reviewing functional P&L results, FTE/productivity trends, invigorate cost savings, and addressing ad hoc requests.</li> <li> Performed monthly P&L trend analysis for a $1.5 Billion region, ensuring the accuracy of the financial statements and communicated key drivers of variances to budget to the Regional Finance Director.</li> <li> Review journal entries and reconciliations prepared by Centralized Accounting to ensure accuracy.</li> <li> Built and automated budget/forecasting models to ensure accurate and efficient updates to forecasts.</li> <li> Lead the headcount and Salaries, Wages, and Benefits forecasting for a region of 5,000 employees and conducted a monthly review with the region's Operational Leadership Team.</li> <li> Budgeted, forecasted, and monitored the region's monthly supplies expense, including analyzing overall cost per requisition, client supply cost per requisition, and allergen volume trends.</li> <li> Forecasted and budgeted monthly operating expenses including Automobile, Shuttle, Rent, Telecommunications, Utilities, and Depreciation.</li> <li> Prepared the daily specimen volume report for the region, including forecasting volume cycling and analyzing trends.</li> <li> Spearheaded the region's cost of testing update initiative and communicated results to the Regional Finance Director and Corporate Pricing.</li> <li> Budgeted, forecasted, and monitored the region's capital spending.</li> <li> Regional Fixed Asset subject matter expert, coordinating the addition, transfer, and disposal of assets.</li> <li> Developed and implemented new processes to improve internal controls and gain efficiencies.</li> <li> Supported the Regional Finance Director and process owners during Internal Audits and SOX testing.</li> <li> Indirectly managed/mentored one individual.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_625324067_3_406867889" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="625324067COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="625324067JSTD3"> November 2010</span> <span> to </span> <span class="jobdates" format="%B %Y" id="625324067EDDT3"> June 2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="625324067JTIT3"> Senior Auditor - Internal Audit</span> <br/> <span class="joblocation jobcity" id="625324067JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="625324067JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="625324067JDES3" itemprop="description"> <ul> <li> In-charged and performed audits of domestic and international business units.</li> <li> Supervised 2-5 Staff and Senior Auditors, provided on the job training, established time frames for task completion, and communicated key objectives and goals.</li> <li> Headed Foreign Corrupt Practices Act (FCPA) auditing for the company consisting of interviews with international Business Unit senior management and testing procedures.</li> <li> Worked with Legal Counsel on remediation of control deficiencies and FCPA policy violations identified.</li> <li> Conducted audit planning, including risk assessment, scoping, budgeting resource needs, assigning work areas, and scheduling audit timing.</li> <li> Updated audit work programs to better address potential risks within business processes.</li> <li> Wrote internal audit reports, rated the audit findings based on risk, determined the report opinion based on audit findings, and provided management with an effective recommendation.</li> <li> Implemented the use of data analytic procedures, increasing the efficiency and effectiveness of audits.</li> <li> Managed one direct report, ensuring successful career development.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_625324067_4_406867895" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="625324067COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="625324067JSTD4"> August 2008</span> <span> to </span> <span class="jobdates" format="%B %Y" id="625324067EDDT4"> November 2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="625324067JTIT4"> Senior Auditor</span> <br/> <span class="joblocation jobcity" id="625324067JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="625324067JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="625324067JDES4" itemprop="description"> <ul> <li> Performed financial audits of SEC corporations and governmental entities.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC625324068" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC625324068"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625324068_1_406867897" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="625324068SCHO1" itemprop="name"> </span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="625324068GRYR1"> May 2008</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="625324068DGRE1" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="625324068STUY1"> Business Administration</span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="625324068GRPA1"> GPA: 3.95</span> </span> <span class="paddedline"> <span class="field" id="625324068FRFM1"> Business Administration GPA: 3.95 Seton Hall Varsity Swim Team: NCAA Division I, Big East Conference</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_625324068_2_406867896" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="625324068SCHO2" itemprop="name"> Seton Hall University</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="625324068GRYR2"> December 2009</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="625324068DGRE2" itemprop="name"> MS</span> <span> : </span> <span class="programline" id="625324068STUY2"> Professional Accounting</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="625324068SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="625324068SSTA2"> State</span> <span class="joblocation jobstate" id="625324068SCNT2"> </span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="625324068GRPA2"> GPA: 3.94</span> </span> <span class="paddedline"> <span class="field" id="625324068FRFM2"> Professional Accounting GPA: 3.94</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL625324083" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL625324083"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625324083_1_406867902" style="padding-top:0px;"> <div class="field singlecolumn" id="625324083FRFM1"> Accounting, ad, auditing, Benefits, budgeting, budgets, budget, business processes, client, drivers, Essbase, senior management, Finance, financial, financial analysis, financial audits, Develop financial models, financial reporting, financial statements, forecasting, functional, General Manager, Hyperion, Internal Audits, internal audit, international Business, Leadership, Legal, Director, Access, Excel, outlook, PeopleSoft, Pricing, processes, risk assessment, SOX testing, scheduling, Tableau, Telecommunications, trend, Utilities</div> </div> </div> </div> | FINANCE |
20,836,112 | FINANCE DIRECTOR Summary Marketing Manager accomplished in all aspects of campaign development, including copywriting and editing, list selection, email, social media marketing and production. Excited to grow with a company that is innovative, groundbreaking and revolutionary in the fields of journalism and social media. Education 2015 Bachelor of Arts : Journalism Southern Illinois University - City , State , US 2012 Associate of Arts : Creative Writing Lincoln College - City , State , US Leadership Experience Advocate , Sisters Interacting Successfully August '12 -'14 Center of Inclusive Excellence, Southern Illinois University Mentor minority freshman women through their first year at the University Create programming that would aid in the esteem and retention of SIS participants Liaison between first year students and resources on campus. Vice President , Blacks Interested in Business August '13 - '14 College of Business, Southern Illinois University Managed the progress of committee chairs, while maintaining positive professional relationships with other organizations on campus. Serve as contact personal for the Minority Student Leadership Council. Speaker of the House during service events Created events that expanded beyond the College of Business into the Communications Department. Finance Director , Minority Student Leadership Council October '12 Southern Illinois University Liaison between Blacks Interested in Business and the Council. Created fundraising events to sponsor annual conference Allocated the councils finances to different committees for a productive annual conference Ensured financial responsibilities were being met on a weekly basis. Advocated for the council for funding from the university , raised $2000. Fundraising Director , Blacks INterested in Business August '12 College of Business, Southern Illinois University Created Black Businessmen Banquet, that honored minority entrepreneurs from Carbondale, IL. Hosted product sales of merchandise for the organization. Created the 5 Points Program, which awarded finances to other organizations on campus that accomplished the 5 major points of B.I.B without hesitation. Experience 10/2012 Finance Director Company Name - City , State Liaison between Blacks Interested in Business and the Council. Created fundraising events to sponsor annual conference Allocated the councils finances to different committees for a productive annual conference Ensured financial responsibilities were being met on a weekly basis. Advocated for the council for funding from the university , raised $2000. 08/2012 to Current Advocate Company Name - City , State Mentor minority freshman women through their first year at the University Create programming that would aid in the esteem and retention of SIS participants Liaison between first year students and resources on campus. 08/2013 to 01/2014 Vice President Company Name - City , State Managed the progress of committee chairs, while maintaining positive professional relationships with other organizations on campus. Serve as contact personal for the Minority Student Leadership Council. Speaker of the House during service events Created events that expanded beyond the College of Business into the Communications Department. Skills Creative Writing Public Speaking Social Media Savvy Event Planning | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME578686330" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_578686330_1_376740352" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field fName" id="578686330FNAM1"> </span> <span> </span> <span class="field" id="578686330LNAM1"> FINANCE DIRECTOR</span> </div> </div> </div> <div class="section" id="SECTION_SUMM578686332" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM578686332"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_578686332_1_376740354" style="
padding-top:0px;
"> <div class="field singlecolumn noPind" id="578686332FRFM1"> <p align="LEFT"> Marketing Manager accomplished in all aspects of campaign development, including copywriting and editing, list selection, email, social media marketing and production. Excited to grow with a company that is innovative, groundbreaking and revolutionary in the fields of journalism and social media. </p> </div> </div> </div> <div class="section" id="SECTION_EDUC578686336" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC578686336"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_578686336_1_376740357" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" id="578686336GRYR1"> 2015</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="578686336DGRE1" itemprop="name"> Bachelor of Arts</span> <span> : </span> <span class="programline" id="578686336STUY1"> Journalism</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="578686336SCHO1" itemprop="name"> Southern Illinois University </span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="578686336SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="578686336SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="578686336SCNT1"> US</span> </span> <span class="paddedline"> <span class="field" id="578686336FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_578686336_2_376740358" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" id="578686336GRYR2"> 2012</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="578686336DGRE2" itemprop="name"> Associate of Arts</span> <span> : </span> <span class="programline" id="578686336STUY2"> Creative Writing</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="578686336SCHO2" itemprop="name"> Lincoln College</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="578686336SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="578686336SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="578686336SCNT2"> US</span> </span> <span class="paddedline"> <span class="field" id="578686336FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_ACCM578686334" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM578686334"> Leadership Experience </div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_578686334_1_376745386" style="
padding-top:0px;
"> <div class="field singlecolumn" id="578686334FRFM1"> <p align="LEFT"> <b> Advocate</b> , Sisters Interacting Successfully August '12 -'14</p> <p align="LEFT"> <i> Center of Inclusive Excellence, Southern Illinois University </i> </p> <ul> <br/> <li> Mentor minority freshman women through their first year at the University</li> <li> Create programming that would aid in the esteem and retention of SIS participants </li> <li> Liaison between first year students and resources on campus. </li> </ul> <br/> <p align="LEFT"> <b> Vice President</b> , Blacks Interested in Business August '13 - '14</p> <p align="LEFT"> <i> College of Business, Southern Illinois University</i> </p> <ul> <br/> <li> Managed the progress of committee chairs, while maintaining positive professional relationships with other organizations on campus.</li> <li> Serve as contact personal for the Minority Student Leadership Council.</li> <li> Speaker of the House during service events</li> <li> Created events that expanded beyond the College of Business into the Communications Department. </li> </ul> <p align="LEFT"> <b> </b> </p> <p align="LEFT"> <b> Finance Director</b> , Minority Student Leadership Council October '12</p> <p align="LEFT"> <i> Southern Illinois University</i> </p> <ul> <br/> <li> Liaison between Blacks Interested in Business and the Council. </li> <li> Created fundraising events to sponsor annual conference</li> <li> Allocated the councils finances to different committees for a productive annual conference</li> <li> Ensured financial responsibilities were being met on a weekly basis. </li> <li> Advocated for the council for funding from the university , raised $2000.</li> </ul> <p align="LEFT"> <b> </b> </p> <p align="LEFT"> <b> Fundraising Director</b> , Blacks INterested in Business August '12</p> <p align="LEFT"> <i> College of Business, Southern Illinois University</i> </p> <ul> <br/> <li> Created Black Businessmen Banquet, that honored minority entrepreneurs from Carbondale, IL.</li> <li> Hosted product sales of merchandise for the organization.</li> <li> Created the 5 Points Program, which awarded finances to other organizations on campus that accomplished the 5 major points of B.I.B without hesitation. </li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR578707177" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR578707177"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_578707177_1_377051648" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="578707177JSTD1"> 10/2012</span> <span class="jobdates" format="%m/%Y" id="578707177EDDT1"> </span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="578707177JTIT1"> Finance Director </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="578707177COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="578707177JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="578707177JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="578707177JDES1" itemprop="description"> <ul> <li> Liaison between Blacks Interested in Business and the Council. </li> <li> Created fundraising events to sponsor annual conference</li> <li> Allocated the councils finances to different committees for a productive annual conference</li> <li> Ensured financial responsibilities were being met on a weekly basis. </li> <li> Advocated for the council for funding from the university , raised $2000.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_578707177_2_376756018" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="578707177JSTD2"> 08/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="578707177EDDT2"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="578707177JTIT2"> Advocate </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="578707177COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="578707177JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="578707177JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="578707177JDES2" itemprop="description"> <ul> <li> Mentor minority freshman women through their first year at the University</li> <li> Create programming that would aid in the esteem and retention of SIS participants </li> <li> Liaison between first year students and resources on campus. <font> </font> </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_578707177_3_377048446" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="578707177JSTD3"> 08/2013</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="578707177EDDT3"> 01/2014</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="578707177JTIT3"> Vice President </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="578707177COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="578707177JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="578707177JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="578707177JDES3" itemprop="description"> <ul> <br/> <li> Managed the progress of committee chairs, while maintaining positive professional relationships with other organizations on campus.</li> <li> Serve as contact personal for the Minority Student Leadership Council.</li> <li> Speaker of the House during service events</li> <li> Created events that expanded beyond the College of Business into the Communications Department.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL578686339" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL578686339"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_578686339_1_376740359" style="
padding-top:0px;
"> <div class="field singlecolumn" id="578686339FRFM1"> <p align="LEFT"> Creative Writing </p> <p align="LEFT"> Public Speaking</p> <p align="LEFT"> Social Media Savvy </p> <p align="LEFT"> Event Planning</p> </div> </div> </div> </div> | FINANCE |
28,398,216 | FINANCE OFFICER Professional Summary To attain a full-time position in the accounting and finance field where I can utilize the concepts I have learned and the experience I have gained to add value to the company. 25 years of work experience. Fields of expertise include government accounting, auditing and budget management.
Assigned as Finance Officer and Acting Bureau of Internal Revenue Representative for 8 ½ years at the Philippine Consulate General, San Francisco. Succeeded in increasing BIR income tax collections by 500%.
17 years with the Philippine Department of Tourism as an Administrative and Finance Officer. Responsible for finance & budget management.
Outstanding organization skills and excellent communication skills. Detail oriented and dependable team player. Skills Work History Finance Officer , 01/1997
to 04/2014 Company Name – City ,
State Managed working funds of the office. Maintained general ledger of the office. Reconciled sub-ledgers to general ledger account. Reviewed financial status to ensure there are no discrepancies. Prepared monthly financial statements such as reports of disbursement, liquidation report and bank reconciliation. Prepared annual budget analysis and proposal. Prepared bi-monthly payroll to four staff. Reviewed and processed accounts payables. Assisted internal auditors during audits. Researched accounting and audit issues and complied accordingly with generally accepted accounting principles. Maintained and regularly updated inventory of promotional materials. Handled maintenance and procurement of office equipment and office supplies. Processed personnel records consisting of computation of leave credits, submission of daily time records, and leave of absences. Attended various travel shows to promote the Philippines as one of the best tourism destination in Asia. Handled logistics during big events such as finding the right venue, caterers, performers, sound system among others. Organized familiarization tours targeting mainstream tour operators in raising awareness that the Philippines is a great tourism destination. Tourism Assistant , 01/1994
to 01/1997 Company Name – City ,
State Handled accounting and financial reports. Entertained visitors of the Tourism Director. Answered phone inquiries and mailed brochures and promotional materials they requested. Processed personnel record consisting of computation of leave credits. Assisted on various functions of the office when needed. Finance Officer and Acting BIR Representative , 06/1985
to 12/1993 Company Name – City ,
State Managed Consulate funds averaging $600,000 per month. Transferred funds among other foreign offices averaging $50,000 per transaction. Coordinated activities for fiscal agents (Bureau of Internal Revenue, Department of Foreign Affairs and Commission on Audit) who visited San Francisco. Dealt with local banks and other Finance Officers within San Francisco in particular and the whole USA in general. Handled accounts payable. Prepared monthly financial report such as disbursements, status of working funds and bank reconciliation. Prepared annual reports such as budget proposal, comparative report of collection, statement of income, statement of expense and statement of working funds. Checked and receipted daily collections and prepared daily deposits. Prepared bi-monthly payroll for 40 staff. Account Examiner , 01/1980
to 01/1985 Company Name – City Examined financial reports of Foreign Service posts such as New York, Stockholm, Pakistan and San Francisco. Prepared reports of disbursements and collections of the above-mentioned posts. Liquidated cash advances of assistant secretaries and ambassadors. Acted as Finance Officer of UNGA (United Nations General Assembly) and UNCLOS (United Nations Law of the Sea). Entertained phone inquiries. Education Completed US Individual Income Tax Course by H& R Block
1982 - Passed, Philippine CPA Board Exam : 1 1994 Bachelor of Science : Commerce Accounting ,
1 1975 University of Batangas (formerly Western Philippine Colleges) - City Commerce Accounting 1 1 Junior Philippine Institute of Accountants - Affiliations Philippine Institute of Certified Public Accountants
Government Association of Certified Public Accountants
2 Skills accounting, accounts payable, accounts payables, Assembly, bank reconciliation, brochures, budget analysis, budget, bi, CPA, Finance, financial, financial statements, funds, general ledger, inventory, Law, logistics, Director, Excel, Microsoft Office, office, Power point, Publisher, Word, office equipment, payroll, personnel, procurement, promotional materials, proposal, QuickBooks, San, sound, Tax, phone, annual reports | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME501510397" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_501510397_1_327298542"> <div class="name" itemprop="name"> <span class="field" id="501510397FNAM1"> </span> <span> </span> <span class="field" id="501510397LNAM1"> FINANCE OFFICER</span> </div> <div class="lowerborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM501510401" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM501510401"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501510401_1_327298551"> <div class="field singlecolumn" id="501510401FRFM1"> To attain a full-time position in the accounting and finance field where I can utilize the concepts I have learned and the experience I have gained to add value to the company. 25 years of work experience. Fields of expertise include government accounting, auditing and budget management.
Assigned as Finance Officer and Acting Bureau of Internal Revenue Representative for 8 ½ years at the Philippine Consulate General, San Francisco. Succeeded in increasing BIR income tax collections by 500%.
17 years with the Philippine Department of Tourism as an Administrative and Finance Officer. Responsible for finance & budget management.
Outstanding organization skills and excellent communication skills. Detail oriented and dependable team player.</div> </div> </div> <div class="section" id="SECTION_HILT501510678" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT501510678"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501510678_1"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="501510678SKC11"> </td> <td class="field twocol_2" id="501510678SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR501510399" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR501510399"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501510399_1_327298544" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="501510399JTIT1"> Finance Officer</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="501510399JSTD1"> 01/1997</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="501510399EDDT1"> 04/2014</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501510399COMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="501510399JCIT1" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="501510399JSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="501510399JDES1" itemprop="description"> <ul> <li> Managed working funds of the office.</li> <li> Maintained general ledger of the office.</li> <li> Reconciled sub-ledgers to general ledger account.</li> <li> Reviewed financial status to ensure there are no discrepancies.</li> <li> Prepared monthly financial statements such as reports of disbursement, liquidation report and bank reconciliation.</li> <li> Prepared annual budget analysis and proposal.</li> <li> Prepared bi-monthly payroll to four staff.</li> <li> Reviewed and processed accounts payables.</li> <li> Assisted internal auditors during audits.</li> <li> Researched accounting and audit issues and complied accordingly with generally accepted accounting principles.</li> <li> Maintained and regularly updated inventory of promotional materials.</li> <li> Handled maintenance and procurement of office equipment and office supplies.</li> <li> Processed personnel records consisting of computation of leave credits, submission of daily time records, and leave of absences.</li> <li> Attended various travel shows to promote the Philippines as one of the best tourism destination in Asia.</li> <li> Handled logistics during big events such as finding the right venue, caterers, performers, sound system among others.</li> <li> Organized familiarization tours targeting mainstream tour operators in raising awareness that the Philippines is a great tourism destination.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501510399_2_327298545" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="501510399JTIT2"> Tourism Assistant</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="501510399JSTD2"> 01/1994</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="501510399EDDT2"> 01/1997</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501510399COMP2" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="501510399JCIT2" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="501510399JSTA2" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="501510399JDES2" itemprop="description"> <ul> <li> Handled accounting and financial reports.</li> <li> Entertained visitors of the Tourism Director.</li> <li> Answered phone inquiries and mailed brochures and promotional materials they requested.</li> <li> Processed personnel record consisting of computation of leave credits.</li> <li> Assisted on various functions of the office when needed.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501510399_3_327298546" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="501510399JTIT3"> Finance Officer and Acting BIR Representative</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="501510399JSTD3"> 06/1985</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="501510399EDDT3"> 12/1993</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501510399COMP3" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="501510399JCIT3" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="501510399JSTA3" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="501510399JDES3" itemprop="description"> <ul> <li> Managed Consulate funds averaging $600,000 per month.</li> <li> Transferred funds among other foreign offices averaging $50,000 per transaction.</li> <li> Coordinated activities for fiscal agents (Bureau of Internal Revenue, Department of Foreign Affairs and Commission on Audit) who visited San Francisco.</li> <li> Dealt with local banks and other Finance Officers within San Francisco in particular and the whole USA in general.</li> <li> Handled accounts payable.</li> <li> Prepared monthly financial report such as disbursements, status of working funds and bank reconciliation.</li> <li> Prepared annual reports such as budget proposal, comparative report of collection, statement of income, statement of expense and statement of working funds.</li> <li> Checked and receipted daily collections and prepared daily deposits.</li> <li> Prepared bi-monthly payroll for 40 staff.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501510399_4_327298547" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="501510399JTIT4"> Account Examiner</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="501510399JSTD4"> 01/1980</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="501510399EDDT4"> 01/1985</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501510399COMP4" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="501510399JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="501510399JSTA4" itemprop="addressRegion"> </span> <br/> </span> <span class="jobline" id="501510399JDES4" itemprop="description"> <ul> <li> Examined financial reports of Foreign Service posts such as New York, Stockholm, Pakistan and San Francisco.</li> <li> Prepared reports of disbursements and collections of the above-mentioned posts.</li> <li> Liquidated cash advances of assistant secretaries and ambassadors.</li> <li> Acted as Finance Officer of UNGA (United Nations General Assembly) and UNCLOS (United Nations Law of the Sea).</li> <li> Entertained phone inquiries.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC501510400" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC501510400"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501510400_1_327298548" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="501510400DGRE1" itemprop="name"> Completed US Individual Income Tax Course by H& R Block
1982 - Passed, Philippine CPA Board Exam</span> <span> : </span> <span class="programline" id="501510400STUY1"> </span> <span class="jobdates" id="501510400GRYR1"> 1 1994</span> <br/> </span> <span class="field" id="501510400FRFM1"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501510400_2_327298549" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="501510400DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="501510400STUY2"> Commerce Accounting</span> <span> ,
</span> <span class="jobdates" id="501510400GRYR2"> 1 1975</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="501510400SCHO2" itemprop="name"> University of Batangas (formerly Western Philippine Colleges)</span> <span> - </span> <span class="joblocation jobcity" id="501510400SCIT2"> City</span> <span class="joblocation jobstate" id="501510400SSTA2"> </span> <br/> </span> <span class="field" id="501510400FRFM2"> Commerce Accounting</span> </div> </div> <div class="paragraph" id="PARAGRAPH_501510400_3_327298550" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="501510400DGRE3" itemprop="name"> </span> <span class="programline" id="501510400STUY3"> </span> <span class="jobdates" id="501510400GRYR3"> 1 1</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="501510400SCHO3" itemprop="name"> Junior Philippine Institute of Accountants</span> <span> - </span> <span class="joblocation jobcity" id="501510400SCIT3"> </span> <span class="joblocation jobstate" id="501510400SSTA3"> </span> <br/> </span> <span class="field" id="501510400FRFM3"> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL501510402" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_AFIL501510402"> Affiliations</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501510402_1_327298552"> <div class="field singlecolumn" id="501510402FRFM1"> Philippine Institute of Certified Public Accountants
Government Association of Certified Public Accountants
2</div> </div> </div> <div class="section" id="SECTION_SKLL501510404" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL501510404"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501510404_1_327298554"> <div class="field singlecolumn" id="501510404FRFM1"> accounting, accounts payable, accounts payables, Assembly, bank reconciliation, brochures, budget analysis, budget, bi, CPA, Finance, financial, financial statements, funds, general ledger, inventory, Law, logistics, Director, Excel, Microsoft Office, office, Power point, Publisher, Word, office equipment, payroll, personnel, procurement, promotional materials, proposal, QuickBooks, San, sound, Tax, phone, annual reports</div> </div> </div> </div> | FINANCE |
26,961,846 | FINANCE SPECIALIST Summary To be able to join an organization where I can utilize my proficiency with accounting principles, along with a flair for accuracy towards performing my duties. Experience Finance Specialist Nov 2014 to Jan 2015 Company Name One of the nation's largest owners and managers of high-quality residential housing representing a diverse mix of multifamily, military and student communities. Salary: USD15 per hour Hours: 40 hours per week
During the short term I have worked with Balfour Beatty, I have done the processing of vendor invoices, processing of monthly rental payments, handling of the petty cash fund, reviewing and checking of the BAH Reconciliation of outgoing residents prepared by the Resident Specialist; assists outgoing residents in their out processing - such as booking their pre-inspection and inspection dates; assists prospective and existing residents with their inquiries in person or on the phone; fetching the office's mails and distributing the same; collection of rental due from the military residents that did not opt for allocation in their pay slips; processing of credit card payments of civilian residents. Financial Accountant May 2008 to Sep 2011 Company Name A part of Leighton Asia, which is a member of the CIMIC Group - one of the world's leading international contractors and the world's largest contract miner. Salary: PHP63,000 monthly (USD1,260)
Hours: 40-44 hours per week
As the company's Financial Accountant, I worked directly under the Finance and Administration Manager. I was delegated various tasks relating to general accounting and financial reporting. On the general accounting side, I supervise the input of financial data on the company's books. Every end of the month, I oversee the closing of the books, making sure that all events that happened during the month are complete and accurate. I manage the billings to our clients and follow through so that collection is made on time to ensure that the Company has the appropriate funds to settle the payables with subcontractors and other suppliers, salaries of the employees, and other expenses. On the financial reporting, I prepare detailed reports with supporting schedules such as 15-month expenditure budget with estimates and variations analysis, cash flows, Financial Packages and various management reports as are required by the head office. All of these are part of the monthly, quarterly and annual reporting packages that the Finance Manager uses during the monthly management meetings held at the Hong Kong Head Office. At every end of the Company's fiscal year, I prepare the Company's Financial Statements and Tax Returns and submit the same on time to the Securities and Exchange Commission and the Bureau of Internal Revenue. I am also the direct contact of the Company's external auditors in all of their queries and needs during the course of their audit of the Financial Statements. The experience I gained from SGV & Co. has made me confident in fulfilling this scope of my work. Other responsibilities I had were safekeeping of the petty cash fund, important contracts and high value checks; maintaining files of project contracts, quarterly balance sheets and income statements; assisting in the internal audit of the Head Office; assisting in the procurement of PCAB (Philippine Contractors Accreditation Board) License - licensing of construction contractors; assisted in the audit conducted by the Bureau of Internal Revenue. During my time with the Company, I was consistently recognized for my ability to work under pressure and meet deadlines. I was able to cut down overtime work of the Accounting Department because of the efficiency of the workbooks I have developed that helped me in finalizing reports and analysis while maintaining the essence of the structures of the reports required by the Hong Kong Head Office. I always met my deadlines but have worked with accuracy, completeness and integrity all the time. Associate Auditor Nov 2006 to May 2008 Company Name Established in 1946 and became a member practice of Ernst & Young Global Limited on June 6, 2002. SGV & Co. is the Philippines' largest multidisciplinary professional services firm while Ernst and Young (EY) is a global leader in assurance, tax, transaction and advisory services. PHP19,500 monthly (USD390)
Hours: 40-60 hours per week
After passing the Philippine CPA Licensure Examination on October 2006, I started working with SGV & Co. It has equipped me with flexibility to work with a wide range of professionals through my interaction with the clients' employees in different industries. I have participated in the financial audit of various companies where I have utilized my ability to work under pressure and meet deadlines accordingly. I have worked as an individual on some clients and as part of a group on other clients. In one of my individual tasks, I was able to isolate a management error in the way the Company has presented one of their major accounts and was able to formulate a solution to adjust the account and avoid future errors. This has enabled my Senior to trust that I can work diligently and as a consequence I was assigned one of the group's largest client. I have also observed different year-end inventory count procedures conducted by various clients to ensure the accuracy of the inventory that they report in their Financial Statements. Sicangco, Menor, Villanueva & Co., CPAs
One of the largest and trusted accounting and auditing firms in the province of Pampanga in the Philippines. Audit Staff Apr 2005 to Jun 2005 Daily allowance of PHP50
Hours: 40 hours per week
During my senior year in college, I have undergone on-the-job training for audit. I have assisted in the financial audit, review and evaluation of systems of control and other related professional services of various companies. Education and Training Bachelor of Science , Accountancy Philippines 2006 Holy Angel University Accountancy Cum Laude Philippines Skills Accounting, general accounting, auditing, balance sheets, billings, budget, closing, contracts, CPA, credit, client, clients, Finance, Financial, Financial Accountant, financial audit, financial reporting, prepare the Company's Financial Statements, Financial Statements, funds, PHP, inspection, internal audit, inventory, meetings, Exchange, Office, payables, procurement, quality, maintaining files, reporting, Securities, tax, Tax Returns, phone, year-end | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME1003356301" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_1003356301_1_665470848" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="1003356301FNAM1"> </span> <span> </span> <span class="field" id="1003356301LNAM1"> FINANCE SPECIALIST</span> </div> </div> </div> <div class="section" id="SECTION_SUMM1003356311" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM1003356311"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003356311_1_665470855" style="padding-top:0px;"> <div class="field singlecolumn" id="1003356311FRFM1"> To be able to join an organization where I can utilize my proficiency with accounting principles, along with a flair for accuracy towards performing my duties.</div> </div> </div> <div class="section" id="SECTION_HILT1003356313" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR1003356303" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR1003356303"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003356303_1_665470850" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1003356303JTIT1"> Finance Specialist</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1003356303JSTD1"> Nov 2014</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1003356303EDDT1"> Jan 2015</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1003356303COMP1" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="1003356303JCIT1" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="1003356303JSTA1" itemprop="addressRegion"> </span> </span> <span class="jobline" id="1003356303JDES1" itemprop="description"> <ul> <li> One of the nation's largest owners and managers of high-quality residential housing representing a diverse mix of multifamily, military and student communities.</li> <li> Salary: USD15 per hour Hours: 40 hours per week
During the short term I have worked with Balfour Beatty, I have done the processing of vendor invoices, processing of monthly rental payments, handling of the petty cash fund, reviewing and checking of the BAH Reconciliation of outgoing residents prepared by the Resident Specialist; assists outgoing residents in their out processing - such as booking their pre-inspection and inspection dates; assists prospective and existing residents with their inquiries in person or on the phone; fetching the office's mails and distributing the same; collection of rental due from the military residents that did not opt for allocation in their pay slips; processing of credit card payments of civilian residents.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1003356303_2_665470851" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1003356303JTIT2"> Financial Accountant</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1003356303JSTD2"> May 2008</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1003356303EDDT2"> Sep 2011</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1003356303COMP2" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="1003356303JCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="1003356303JSTA2" itemprop="addressRegion"> </span> </span> <span class="jobline" id="1003356303JDES2" itemprop="description"> <ul> <li> A part of Leighton Asia, which is a member of the CIMIC Group - one of the world's leading international contractors and the world's largest contract miner.</li> <li> Salary: PHP63,000 monthly (USD1,260)
Hours: 40-44 hours per week
As the company's Financial Accountant, I worked directly under the Finance and Administration Manager.</li> <li> I was delegated various tasks relating to general accounting and financial reporting.</li> <li> On the general accounting side, I supervise the input of financial data on the company's books.</li> <li> Every end of the month, I oversee the closing of the books, making sure that all events that happened during the month are complete and accurate.</li> <li> I manage the billings to our clients and follow through so that collection is made on time to ensure that the Company has the appropriate funds to settle the payables with subcontractors and other suppliers, salaries of the employees, and other expenses.</li> <li> On the financial reporting, I prepare detailed reports with supporting schedules such as 15-month expenditure budget with estimates and variations analysis, cash flows, Financial Packages and various management reports as are required by the head office.</li> <li> All of these are part of the monthly, quarterly and annual reporting packages that the Finance Manager uses during the monthly management meetings held at the Hong Kong Head Office.</li> <li> At every end of the Company's fiscal year, I prepare the Company's Financial Statements and Tax Returns and submit the same on time to the Securities and Exchange Commission and the Bureau of Internal Revenue.</li> <li> I am also the direct contact of the Company's external auditors in all of their queries and needs during the course of their audit of the Financial Statements.</li> <li> The experience I gained from SGV & Co.</li> <li> has made me confident in fulfilling this scope of my work.</li> <li> Other responsibilities I had were safekeeping of the petty cash fund, important contracts and high value checks; maintaining files of project contracts, quarterly balance sheets and income statements; assisting in the internal audit of the Head Office; assisting in the procurement of PCAB (Philippine Contractors Accreditation Board) License - licensing of construction contractors; assisted in the audit conducted by the Bureau of Internal Revenue.</li> <li> During my time with the Company, I was consistently recognized for my ability to work under pressure and meet deadlines.</li> <li> I was able to cut down overtime work of the Accounting Department because of the efficiency of the workbooks I have developed that helped me in finalizing reports and analysis while maintaining the essence of the structures of the reports required by the Hong Kong Head Office.</li> <li> I always met my deadlines but have worked with accuracy, completeness and integrity all the time.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1003356303_3_665470852" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1003356303JTIT3"> Associate Auditor</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1003356303JSTD3"> Nov 2006</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1003356303EDDT3"> May 2008</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1003356303COMP3" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="1003356303JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="1003356303JSTA3" itemprop="addressRegion"> </span> </span> <span class="jobline" id="1003356303JDES3" itemprop="description"> <ul> <li> Established in 1946 and became a member practice of Ernst & Young Global Limited on June 6, 2002.</li> <li> SGV & Co.</li> <li> is the Philippines' largest multidisciplinary professional services firm while Ernst and Young (EY) is a global leader in assurance, tax, transaction and advisory services.</li> <li> PHP19,500 monthly (USD390)
Hours: 40-60 hours per week
After passing the Philippine CPA Licensure Examination on October 2006, I started working with SGV & Co.</li> <li> It has equipped me with flexibility to work with a wide range of professionals through my interaction with the clients' employees in different industries.</li> <li> I have participated in the financial audit of various companies where I have utilized my ability to work under pressure and meet deadlines accordingly.</li> <li> I have worked as an individual on some clients and as part of a group on other clients.</li> <li> In one of my individual tasks, I was able to isolate a management error in the way the Company has presented one of their major accounts and was able to formulate a solution to adjust the account and avoid future errors.</li> <li> This has enabled my Senior to trust that I can work diligently and as a consequence I was assigned one of the group's largest client.</li> <li> I have also observed different year-end inventory count procedures conducted by various clients to ensure the accuracy of the inventory that they report in their Financial Statements.</li> <li> Sicangco, Menor, Villanueva & Co., CPAs
One of the largest and trusted accounting and auditing firms in the province of Pampanga in the Philippines.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1003356303_4_665470853" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1003356303JTIT4"> Audit Staff</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1003356303JSTD4"> Apr 2005</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1003356303EDDT4"> Jun 2005</span> <br/> </span> </span> <span class="jobline" id="1003356303JDES4" itemprop="description"> <ul> <li> Daily allowance of PHP50
Hours: 40 hours per week
During my senior year in college, I have undergone on-the-job training for audit.</li> <li> I have assisted in the financial audit, review and evaluation of systems of control and other related professional services of various companies.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC1003356310" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC1003356310"> Education and Training</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003356310_1_665470854" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1003356310DGRE1" itemprop="name"> Bachelor of Science</span> <span> , </span> <span class="programline" id="1003356310STUY1"> Accountancy Philippines</span> <span class="datesWrapper"> <span class="jobdates" id="1003356310GRYR1"> 2006</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1003356310SCHO1" itemprop="name"> Holy Angel University</span> <span class="joblocation jobcity" id="1003356310SCIT1"> </span> <span class="joblocation jobstate" id="1003356310SSTA1"> </span> <span class="joblocation jobstate" id="1003356310SCNT1"> </span> </span> <span class="field" id="1003356310FRFM1"> Accountancy Cum Laude Philippines</span> </div> </div> </div> <div class="section" id="SECTION_SKLL1003356312" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL1003356312"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003356312_1_665470856" style="padding-top:0px;"> <div class="field singlecolumn" id="1003356312FRFM1"> Accounting, general accounting, auditing, balance sheets, billings, budget, closing, contracts, CPA, credit, client, clients, Finance, Financial, Financial Accountant, financial audit, financial reporting, prepare the Company's Financial Statements, Financial Statements, funds, PHP, inspection, internal audit, inventory, meetings, Exchange, Office, payables, procurement, quality, maintaining files, reporting, Securities, tax, Tax Returns, phone, year-end</div> </div> </div> <div class="section" id="SECTION_AFIL1003356314" style="padding-top:0px;"> </div> </div> | FINANCE |
37,931,076 | FINANCE ASSISTANT Professional Summary Customer Service Rep/Administrative Assistant with 6 years of experience in a sensitive corporate environment. Outgoing and detail-oriented, Proficient at building and maintaining personal and professional relationships. Associate's Degree in English. Experience Finance Assistant 09/2016 to 08/2017 Company Name City , State Responsible for overseeing and organizing customer files. Maintained confidential customer and company information. Established strong relationships with our accounting, sales, and managers. Packaged customer contracts with all required documents to go out to different lenders for financing. Maintained strong relationships with lender representatives. CSR 04/2016 to 09/2016 Company Name City , State Responsible for making sure that the applicant was verified and met all requirements to be approved for the loan, all information on applications were correct. Made bank deposits daily. Maintained adequate cash supply in cash drawers in multiple checkout stations. Performed store opening duties, including counting cash drawers and checking all equipment for proper functioning. Accurately logged all daily activity with customers who were due, and over due. Title Clerk 10/2015 to 02/2016 Company Name City , State Processed car deals, verified costs including reconditioning and equipment add-ons. Managed all information regarding motor vehicle registration including legal and state-required documents. Responsible for preparing all tax, title documents and payoff checks for new vehicles and trade-ins. Posted vehicle sales and purchases. Cut checks for vehicle purchases from auction dealers and customer referrals. Created spreadsheets to log all vehicle purchases. Processed all aftermarket vehicle add ons. Cashier/Receptionist 07/2014 to 08/2017 Company Name City , State Managed the receptionist area, including greeting visitors and responding to busy multi-line telephone and in-person requests for information. Maintained the front desk and reception area in a neat and organized fashion. Constant entering of data into database while maintaining all other duties. Receiving money, receipting, customer service and all other basic secretarial duties. Cashier/CSR 11/2010 to 04/2014 Company Name City , State Effectively completed procedures involving receiving, marking, and checking in merchandise.Issued receipts, refunds, credits, or changed due to customers.Assisted Managers in the day-to-day running of the store in line with Corporate Sales procedures. Skills Accounting, administrative, ADP, automobiles, Balance, cash deposits, cash handling, clerical, Closing, draw, financing, financial, funds, inventory, legal, legal documents, Logging, managing, marketing, Excel, Microsoft Office, Outlook, PowerPoint, Word, NSF, processing payments, printer, purchasing, reading, repairs, retail, sales, sales reports, spreadsheet, tax, telephone, telephones, year-end Education Associate of Arts : English Spring 2014 South Suburban College | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME987484139" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_987484139_1_653632362" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="987484139FNAM1"> </span> <span> </span> <span class="field lName" id="987484139LNAM1"> FINANCE ASSISTANT</span> </div> </div> </div> <div class="section" id="SECTION_SUMM987484143" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM987484143"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_987484143_1_653632373" style="padding-top:0px;"> <div class="field singlecolumn" id="987484143FRFM1"> Customer Service Rep/Administrative Assistant with 6 years of experience in a sensitive corporate environment. Outgoing and detail-oriented, Proficient at building and maintaining personal and professional relationships. Associate's Degree in English.</div> </div> </div> <div class="section" id="SECTION_EXPR987484141" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR987484141"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_987484141_1_653632368" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="987484141JTIT1"> Finance Assistant</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="987484141JSTD1"> 09/2016</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="987484141EDDT1"> 08/2017</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="987484141COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="987484141JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="987484141JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="987484141JDES1" itemprop="description"> <div> Responsible for overseeing and organizing customer files. Maintained confidential customer and company information. Established strong relationships with our accounting, sales, and managers. Packaged customer contracts with all required documents to go out to different lenders for financing. Maintained strong relationships with lender representatives.</div> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_987484141_2_653632369" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="987484141JTIT2"> CSR</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="987484141JSTD2"> 04/2016</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="987484141EDDT2"> 09/2016</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="987484141COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="987484141JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="987484141JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="987484141JDES2" itemprop="description"> Responsible for making sure that the applicant was verified and met all requirements to be approved for the loan, all information on applications were correct. Made bank deposits daily. Maintained adequate cash supply in cash drawers in multiple checkout stations. Performed store opening duties, including counting cash drawers and checking all equipment for proper functioning. Accurately logged all daily activity with customers who were due, and over due.</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_987484141_3_653632367" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="987484141JTIT3"> Title Clerk</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="987484141JSTD3"> 10/2015</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="987484141EDDT3"> 02/2016</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="987484141COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="987484141JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="987484141JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="987484141JDES3" itemprop="description"> Processed car deals, verified costs including reconditioning and equipment add-ons. Managed all information regarding motor vehicle registration including legal and state-required documents. Responsible for preparing all tax, title documents and payoff checks for new vehicles and trade-ins. Posted vehicle sales and purchases. Cut checks for vehicle purchases from auction dealers and customer referrals. Created spreadsheets to log all vehicle purchases. Processed all aftermarket vehicle add ons.</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_987484141_4_653632365" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="987484141JTIT4"> Cashier/Receptionist</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="987484141JSTD4"> 07/2014</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="987484141EDDT4"> 08/2017</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="987484141COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="987484141JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="987484141JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="987484141JDES4" itemprop="description"> Managed the receptionist area, including greeting visitors and responding to busy multi-line telephone and in-person requests for information. Maintained the front desk and reception area in a neat and organized fashion. Constant entering of data into database while maintaining all other duties. Receiving money, receipting, customer service and all other basic secretarial duties.</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_987484141_5_653632364" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="987484141JTIT5"> Cashier/CSR</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="987484141JSTD5"> 11/2010</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="987484141EDDT5"> 04/2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="987484141COMP5" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="987484141JCIT5" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="987484141JSTA5" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="987484141JDES5" itemprop="description"> <div> Effectively completed procedures involving receiving, marking, and checking in merchandise.Issued receipts, refunds, credits, or changed due to customers.Assisted Managers in the day-to-day running of the store in line with Corporate Sales procedures.<br/> </div> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL987484145" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL987484145"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_987484145_1_653632375" style="padding-top:0px;"> <div class="field singlecolumn" id="987484145FRFM1"> Accounting, administrative, ADP, automobiles, Balance, cash deposits, cash handling, clerical, Closing, draw, financing, financial, funds, inventory, legal, legal documents, Logging, managing, marketing, Excel, Microsoft Office, Outlook, PowerPoint, Word, NSF, processing payments, printer, purchasing, reading, repairs, retail, sales, sales reports, spreadsheet, tax, telephone, telephones, year-end</div> </div> </div> <div class="section" id="SECTION_EDUC987484142" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC987484142"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_987484142_1_653632371" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="987484142DGRE1" itemprop="name"> Associate of Arts</span> <span> : </span> <span class="programline" id="987484142STUY1"> English</span> <span class="datesWrapper"> <span class="jobdates" id="987484142GRYR1"> Spring 2014</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="987484142SCHO1" itemprop="name"> South Suburban College</span> </span> <span class="paddedline"> <span class="field" id="987484142FRFM1"> </span> </span> </div> </div> </div> </div> | FINANCE |
16,426,777 | FINANCE DIRECTOR Experience Finance Director 04/2014 to Current Company Name City , State Merck Global Capital Investment Planning & Reporting. Responsible for the forecasting, planning and reporting of Merck Capital Investments (2014 Budget = $1.7B) in support of all divisional areas. Harmonize and streamline capital project tracking and approval procedures. Led a total team of 12 professionals, having both Finance and Engineering backgrounds. Finance Director 01/2013 to 03/2014 Company Name City , State Americas & Merck Consumer Care Mfg Operations Responsible for the development of budgets, forecasts, long range plans, inventory & capital reporting for all manufacturing plants in North America (gross spend of ~$1B), and for my first 3 months, Latin America Oversaw a '14 budget that delivered 10% labor & overhead standard cost productivity Developed a clear, highly collaborative budget COGS review process with MCC Finance to ensure transparency and integrity in the MCC-specific productivity handoff. Led a total team of 18 professionals, spanning the US, Puerto Rico and Canada. Associate Finance Director 04/2011 to 12/2012 Company Name City , State Biologics Product Lifecycle & Sourcing / BMSC Oversaw the development of the annual budget, quarterly forecasts (total consolidated budget = $165M) for the Biologics Commercialization area, which focuses on bringing product mfg processes from the lab scale to commercial production scale; analyze financial variances & performance trends and communicate issues to the VP, Biologics Mfg and Exec Director, BMSC. Provide financial & economic analysis to support strategic decisions for Merck's biologics programs, including production siting analysis (i.e. make vs buy), capital expenditures, market entrance strategies and cost reduction initiatives Regularly collaborate with and influence colleagues from multiple areas including Supply Chain Management, Procurement, Marketing, and Tax to deliver beneficial recommendations to Merck Sr. Leadership Serve as the primary Merck financial liaison for a key contract manufacturing relationship Lead and develop a staff of 1 Sr. Financial Analyst. Finance Manager 02/2008 to 03/2011 Company Name City , State Merck Manufacturing Division (MMD) Planning, Reporting & Analysis Oversaw the development of the MMD annual budget, quarterly forecasts (total consolidated budget = $10B, having $2B direct P&L impact); analyze financial variances & performance trends and communicate divisional issues to the President, Merck Manufacturing and his direct reports. Established process and tools required for the MMD 5-yr long range operating plan. Process focused on major business initiatives/drivers and can easily be scaled to incorporate more or less level of detail as needed Managed the annual budgeting and quarterly forecasting for MMD's Restructuring program; reviewed performance & variances with Corporate Finance management & external auditors, processed quarterly accelerated depreciation for assets totaling over $200M across multiple sites Created method to calculate manufacturing variances requiring capitalization on a global basis (impacting over 20+ sites); established variance tracking & control mechanism to ensure balance sheet accuracy and support non-current inventory reporting Served as primary point of contact with Corporate and other Merck divisions; addressed ad-hoc requests regarding audit, statutory & management financial reporting and other business needs Temporarily assumed responsibility for the MMD HQ Finance team as a result of an unexpected 4-month medical leave for the Director, MMD HQ Finance, leading a team of 2 analysts. Finance Manager 05/2007 to 02/2008 Company Name City , State Implemented standard financial reporting processes & procedures for the Merck Manufacturing Division. Provided regional financial support to the North American & Latin American plants (~15 sites) for the annual budget and quarterly forecasts; prepared performance summaries and variance analyses for the Senior VP, North & Latin American Operations. Coordinated the worldwide 2008 budgeting cycle for the Merck Manufacturing Division, including the establishment of universal calendars, templates, guidance communications. Supervised staff of 3 analysts. Senior Financial Analyst 04/2006 to 04/2007 Company Name City , State Sales & Marketing Prepared the annual budgets and numerous scenario analyses for the Cordis Neurovascular US Sales & WW Marketing groups: ~$20MM in spending. Performed budget variance analyses to understand drivers of spending change Analyzed price-volume mix impact on sales performance, as well as royalties, sales force commissions, product pricing for potential contracts and sales reserves Simplified methodology for managing co-promotion activities with another Cordis franchise while providing adequate commissions to sales force Automated headcount reporting tools using Excel macros. Senior Financial Analyst 06/2004 to 03/2006 Company Name City , State Prepared the annual budgets for the West Point Quality Organization (WPQO) and Vaccine Tech & Engineering group (VTE): ~$100MM in combined spending. Revised monthly financial forecasts based on changes in business drivers, performed variance analysis & presented financial performance metrics to WPQO and VTE Vice-Presidents and their direct reports monthly. Implemented new Excel-based models to streamline the monthly forecast and annual budget data collection process. Developed an Excel-based headcount reporting model for the WPQO to simplify efforts to meet corporate requirements. Financial liaison for Six Sigma project team to determine lab supply efficiencies. Served on Finance Recruiting teams to identify talent at the 2004 and 2005 National Black MBA Conferences. Senior Internal Auditor 07/2002 to 06/2004 Company Name City , State Evaluated the adequacy and effectiveness of Merck's internal control environment through identifying significant business risks and conducting detailed testing of critical business processes. Supervised audit teams during 3-week fieldwork engagements, and prepared written reports of audit findings and recommendations for senior management. Completed 11 audit assignments as the Auditor-in-Charge. Recognized and shared best practices for improvement throughout Merck's worldwide operations. Participated in audits of international subsidiaries, divisional entities, corporate, and third parties. Developed audit recommendations and implementation plans in collaboration with entity management teams and Client Audit Directors in order to mitigate potential risks. Worked with domestic departments and international subsidiaries to enhance their internal control documentation to assure Sarbanes-Oxley compliance. Education Master of Business Administration : Finance May 2002 UNIVERSITY OF MARYLAND - COLLEGE PARK
Robert H. Smith School of Business GPA: GPA: 3.73 Finance GPA: 3.73 Bachelor of Arts : Chemistry Mathematics and Chinese May 1998 NEW YORK UNIVERSITY GPA: GPA: 3.93 UNCF - Merck Undergraduate Science Research Scholarship for Minorities GPA: 3.93 Chemistry Mathematics and Chinese UNCF - Merck Undergraduate Science Research Scholarship for Minorities Skills streamline, ad, balance sheet, Basic, budgeting, budgets, Budget, business processes, capital expenditures, Cognos, Conferences, contracts, Corporate Finance, cost reduction, Client, data collection, documentation, drivers, economic analysis, Essbase, senior management, Finance, Financial, Financial Analyst, financial forecasts, financial reporting, forecasting, Hyperion, inventory, Investments, JD Edwards, Latin, Leadership, Lotus Notes, Director, macros, managing, Mfg, market, Marketing, MBA, Access, Excel, Microsoft Office Suite, PowerPoint, Win98, Word, pricing, processes, Procurement, promotion, Quality, Recruiting, reporting, Sales, SAP, Sarbanes-Oxley, Six Sigma, Spanish, strategic, Supply Chain Management, Tax, Vaccine, variance analysis, Vista, written | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME669417224" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_669417224_1_435268578" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="669417224FNAM1"> </span> <span> </span> <span class="field lName" id="669417224LNAM1"> FINANCE DIRECTOR</span> </div> </div> </div> <div class="section" id="SECTION_SUMM669417226" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR669417228" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR669417228"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_669417228_1_435268581" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="669417228JTIT1"> Finance Director</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="669417228JSTD1"> 04/2014</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="669417228EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="669417228COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="669417228JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="669417228JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="669417228JDES1" itemprop="description"> <ul> <li> Merck Global Capital Investment Planning & Reporting.</li> <li> Responsible for the forecasting, planning and reporting of Merck Capital Investments (2014 Budget = $1.7B) in support of all divisional areas.</li> <li> Harmonize and streamline capital project tracking and approval procedures.</li> <li> Led a total team of 12 professionals, having both Finance and Engineering backgrounds.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_669417228_2_435268582" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="669417228JTIT2"> Finance Director</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="669417228JSTD2"> 01/2013</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="669417228EDDT2"> 03/2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="669417228COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="669417228JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="669417228JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="669417228JDES2" itemprop="description"> <ul> <li> Americas & Merck Consumer Care Mfg Operations Responsible for the development of budgets, forecasts, long range plans, inventory & capital reporting for all manufacturing plants in North America (gross spend of ~$1B), and for my first 3 months, Latin America Oversaw a '14 budget that delivered 10% labor & overhead standard cost productivity Developed a clear, highly collaborative budget COGS review process with MCC Finance to ensure transparency and integrity in the MCC-specific productivity handoff.</li> <li> Led a total team of 18 professionals, spanning the US, Puerto Rico and Canada.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_669417228_3_435268583" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="669417228JTIT3"> Associate Finance Director</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="669417228JSTD3"> 04/2011</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="669417228EDDT3"> 12/2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="669417228COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="669417228JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="669417228JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="669417228JDES3" itemprop="description"> <ul> <li> Biologics Product Lifecycle & Sourcing / BMSC Oversaw the development of the annual budget, quarterly forecasts (total consolidated budget = $165M) for the Biologics Commercialization area, which focuses on bringing product mfg processes from the lab scale to commercial production scale; analyze financial variances & performance trends and communicate issues to the VP, Biologics Mfg and Exec Director, BMSC.</li> <li> Provide financial & economic analysis to support strategic decisions for Merck's biologics programs, including production siting analysis (i.e.</li> <li> make vs buy), capital expenditures, market entrance strategies and cost reduction initiatives Regularly collaborate with and influence colleagues from multiple areas including Supply Chain Management, Procurement, Marketing, and Tax to deliver beneficial recommendations to Merck Sr.</li> <li> Leadership Serve as the primary Merck financial liaison for a key contract manufacturing relationship Lead and develop a staff of 1 Sr.</li> <li> Financial Analyst.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_669417228_4_435268584" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="669417228JTIT4"> Finance Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="669417228JSTD4"> 02/2008</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="669417228EDDT4"> 03/2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="669417228COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="669417228JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="669417228JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="669417228JDES4" itemprop="description"> <ul> <li> Merck Manufacturing Division (MMD) Planning, Reporting & Analysis Oversaw the development of the MMD annual budget, quarterly forecasts (total consolidated budget = $10B, having $2B direct P&L impact); analyze financial variances & performance trends and communicate divisional issues to the President, Merck Manufacturing and his direct reports.</li> <li> Established process and tools required for the MMD 5-yr long range operating plan.</li> <li> Process focused on major business initiatives/drivers and can easily be scaled to incorporate more or less level of detail as needed Managed the annual budgeting and quarterly forecasting for MMD's Restructuring program; reviewed performance & variances with Corporate Finance management & external auditors, processed quarterly accelerated depreciation for assets totaling over $200M across multiple sites Created method to calculate manufacturing variances requiring capitalization on a global basis (impacting over 20+ sites); established variance tracking & control mechanism to ensure balance sheet accuracy and support non-current inventory reporting Served as primary point of contact with Corporate and other Merck divisions; addressed ad-hoc requests regarding audit, statutory & management financial reporting and other business needs Temporarily assumed responsibility for the MMD HQ Finance team as a result of an unexpected 4-month medical leave for the Director, MMD HQ Finance, leading a team of 2 analysts.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_669417228_5_435268585" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="669417228JTIT5"> Finance Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="669417228JSTD5"> 05/2007</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="669417228EDDT5"> 02/2008</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="669417228COMP5" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="669417228JCIT5" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="669417228JSTA5" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="669417228JDES5" itemprop="description"> <ul> <li> Implemented standard financial reporting processes & procedures for the Merck Manufacturing Division.</li> <li> Provided regional financial support to the North American & Latin American plants (~15 sites) for the annual budget and quarterly forecasts; prepared performance summaries and variance analyses for the Senior VP, North & Latin American Operations.</li> <li> Coordinated the worldwide 2008 budgeting cycle for the Merck Manufacturing Division, including the establishment of universal calendars, templates, guidance communications.</li> <li> Supervised staff of 3 analysts.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_669417228_6_435268586" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="669417228JTIT6"> Senior Financial Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="669417228JSTD6"> 04/2006</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="669417228EDDT6"> 04/2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="669417228COMP6" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="669417228JCIT6" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="669417228JSTA6" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="669417228JDES6" itemprop="description"> <ul> <li> Sales & Marketing Prepared the annual budgets and numerous scenario analyses for the Cordis Neurovascular US Sales & WW Marketing groups: ~$20MM in spending.</li> <li> Performed budget variance analyses to understand drivers of spending change Analyzed price-volume mix impact on sales performance, as well as royalties, sales force commissions, product pricing for potential contracts and sales reserves Simplified methodology for managing co-promotion activities with another Cordis franchise while providing adequate commissions to sales force Automated headcount reporting tools using Excel macros.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_669417228_7_435268587" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="669417228JTIT7"> Senior Financial Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="669417228JSTD7"> 06/2004</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="669417228EDDT7"> 03/2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="669417228COMP7" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="669417228JCIT7" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="669417228JSTA7" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="669417228JDES7" itemprop="description"> <ul> <li> Prepared the annual budgets for the West Point Quality Organization (WPQO) and Vaccine Tech & Engineering group (VTE): ~$100MM in combined spending.</li> <li> Revised monthly financial forecasts based on changes in business drivers, performed variance analysis & presented financial performance metrics to WPQO and VTE Vice-Presidents and their direct reports monthly.</li> <li> Implemented new Excel-based models to streamline the monthly forecast and annual budget data collection process.</li> <li> Developed an Excel-based headcount reporting model for the WPQO to simplify efforts to meet corporate requirements.</li> <li> Financial liaison for Six Sigma project team to determine lab supply efficiencies.</li> <li> Served on Finance Recruiting teams to identify talent at the 2004 and 2005 National Black MBA Conferences.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_669417228_8_435268588" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="669417228JTIT8"> Senior Internal Auditor</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="669417228JSTD8"> 07/2002</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="669417228EDDT8"> 06/2004</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="669417228COMP8" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="669417228JCIT8" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="669417228JSTA8" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="669417228JDES8" itemprop="description"> <ul> <li> Evaluated the adequacy and effectiveness of Merck's internal control environment through identifying significant business risks and conducting detailed testing of critical business processes.</li> <li> Supervised audit teams during 3-week fieldwork engagements, and prepared written reports of audit findings and recommendations for senior management.</li> <li> Completed 11 audit assignments as the Auditor-in-Charge.</li> <li> Recognized and shared best practices for improvement throughout Merck's worldwide operations.</li> <li> Participated in audits of international subsidiaries, divisional entities, corporate, and third parties.</li> <li> Developed audit recommendations and implementation plans in collaboration with entity management teams and Client Audit Directors in order to mitigate potential risks.</li> <li> Worked with domestic departments and international subsidiaries to enhance their internal control documentation to assure Sarbanes-Oxley compliance.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC669417229" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC669417229"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_669417229_1_435268589" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="669417229DGRE1" itemprop="name"> Master of Business Administration</span> <span> : </span> <span class="programline" id="669417229STUY1"> Finance</span> <span class="datesWrapper"> <span class="jobdates" id="669417229GRYR1"> May 2002</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="669417229SCHO1" itemprop="name"> UNIVERSITY OF MARYLAND - COLLEGE PARK
Robert H. Smith School of Business</span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="669417229GRPA1"> GPA: 3.73</span> </span> <span class="paddedline"> <span class="field" id="669417229FRFM1"> Finance GPA: 3.73</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_669417229_2_435268590" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="669417229DGRE2" itemprop="name"> Bachelor of Arts</span> <span> : </span> <span class="programline" id="669417229STUY2"> Chemistry Mathematics and Chinese</span> <span class="datesWrapper"> <span class="jobdates" id="669417229GRYR2"> May 1998</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="669417229SCHO2" itemprop="name"> NEW YORK UNIVERSITY</span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="669417229GRPA2"> GPA: 3.93 UNCF - Merck Undergraduate Science Research Scholarship for Minorities</span> </span> <span class="paddedline"> <span class="field" id="669417229FRFM2"> GPA: 3.93 Chemistry Mathematics and Chinese UNCF - Merck Undergraduate Science Research Scholarship for Minorities</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL669417234" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL669417234"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_669417234_1_435268596" style="padding-top:0px;"> <div class="field singlecolumn" id="669417234FRFM1"> streamline, ad, balance sheet, Basic, budgeting, budgets, Budget, business processes, capital expenditures, Cognos, Conferences, contracts, Corporate Finance, cost reduction, Client, data collection, documentation, drivers, economic analysis, Essbase, senior management, Finance, Financial, Financial Analyst, financial forecasts, financial reporting, forecasting, Hyperion, inventory, Investments, JD Edwards, Latin, Leadership, Lotus Notes, Director, macros, managing, Mfg, market, Marketing, MBA, Access, Excel, Microsoft Office Suite, PowerPoint, Win98, Word, pricing, processes, Procurement, promotion, Quality, Recruiting, reporting, Sales, SAP, Sarbanes-Oxley, Six Sigma, Spanish, strategic, Supply Chain Management, Tax, Vaccine, variance analysis, Vista, written</div> </div> </div> </div> | FINANCE |
26,750,846 | FINANCE COORDINATOR Summary To acquire a position that will grant me the opportunity to contribute to the efficient operation of a firm and earn advancement through my job performance. Highlights Accounting systems assessment Account reconciliations Budget analysis General and tax accounting Accounts receivable professional Fiscal budgeting knowledge Invoice coding familiarity Strong communication skills General ledger accounting skills Multi-state payroll ADP Federal and state tax regulations Record-keeping I-9 documentation Accounts payable Internal controls Microsoft applications Billing Independent worker Time management Attention to detail Exceptionally organized Relationship building Reliable Excellent communication skills Bilingual in [Spanish] Flexible Excellent time management skills Accomplishments Accounting Skills Operated computers programmed with accounting software to record, store, and analyze information. General Ledger Accounts Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions. Experience 06/2010 to Current Finance Coordinator Company Name Responsible for the preparation of bi-weekly payroll including retirement plans, termination, union dues as well as resolving insurance issues and deductions for 30+ employees using the Paychex system. Maintained and entered time-keeping data for collected bi-weekly timesheets into Paychex Time and Labor system with particular focus on processing exempt & non-exempt hours, personal, vacation & sick leave. Applied knowledge of applicable laws as related to the payroll process, including garnishment regulations, and state tax regulations. Reviewed payroll reports for accuracy prior to distribution of pay checks. Maintained an accounts payable turnover rate of 30 days or less. General ledger posting. Prepared bank reconciliation. State and City Funding Monthly Expense Reports. 09/2007 to 03/2010 Accountant Company Name - City , State Responsible for the preparation of bi-weekly payroll including retirement plans, termination, as well as resolving insurance issues and deductions for 175 employees using the ADP TotalSource and ADP PC. Maintain and enter time-keeping data for collected bi-weekly timesheets into ADP EZ Labor Management system with particular focus on processing exempt & non-exempt hours, personal, vacation & sick leave. Apply knowledge of applicable laws as related to the payroll process, including garnishment regulations, and state tax regulations. Review payroll reports for accuracy prior to distribution of pay checks. 04/1994 to 10/2006 Senior Accountant Company Name - City Responsible for the preparation of bi-weekly payroll including retirement plans, termination, union dues as well as resolving insurance issues and deductions for 550+ employees using the ADP system. Maintained and entered time-keeping data for collected bi-weekly timesheets into ADP system with particular focus on processing exempt & non-exempt hours, personal, vacation & sick leave. Applied knowledge of applicable laws as related to the payroll process, including garnishment regulations, and state tax regulations. Reviewed payroll reports for accuracy prior to distribution of pay checks. Interacted with employees and management on payroll related projects and inquiries including reporting of employee leave of absence, unemployment, fund allocations, payroll account reconciliation, disability and worker's compensation on a monthly and quarterly basis. Maintained and monitored all government contracts, grants and restricted contributions to ensure all reporting requirements are met on a timely basis and review on-going budgetary discrepancies with program directors. Prepared annual audit schedules, budgets and various financial analyses as needed. Maintained an accounts payable turnover rate of 30 days or less. General ledger posting. Prepared bank reconciliation. Successfully managed over ten state and city contracts, including preparing monthly expenditure reports, budget modifications, and year end closeouts. Maintained account receivable analysis reports. Education 2008 GED : HS Equivalence Diploma HS for Humanities - City , State − High School Equivalence Diploma, HS for Humanities Certificate : Principles of Accounting Lehman College - City , State −Continuing Education, Lehman College − Computer Leadership and Vocational Educational Program, Alianza Dominicana Inc. − Medical Billing and Coding Netcom Information Technology Certifications Medical Billing Languages Bilingual (Spanish/English). Skills Payroll, State Tax, Accounts Payable, Bank Reconciliation, General Ledger, Posting, Reconciliation, Accountant, Account Receivable, Account Reconciliation, Accounting, Billing Audit, Basis, Budget, Budgets, Compensation, Contracts, Disability, Government Contracts, Leave Of Absence, Payroll Account, Payroll Account Reconciliation, Finance, Excel, Microsoft Windows Xp, Ms Excel, Ms Word, Outlook, Quickbooks, Quickbooks Pro, FUND EZ, Paychex, ADP, Medical Invoicing. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME596222483" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_596222483_1_387869309" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field fName" id="596222483FNAM1"> </span> <span> </span> <span class="field" id="596222483LNAM1"> FINANCE COORDINATOR</span> </div> </div> </div> <div class="section" id="SECTION_SUMM596222485" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM596222485"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596222485_1_387869312" style="
padding-top:0px;
"> <div class="field singlecolumn noPind" id="596222485FRFM1"> To acquire a position that will grant me the opportunity to contribute to the efficient operation of a firm and earn advancement through my job performance.</div> </div> </div> <div class="section" id="SECTION_HILT596222486" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT596222486"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596222486_1_387870901" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="596222486SKC11"> <p align="LEFT"> Accounting systems assessment</p> <p align="LEFT"> Account reconciliations</p> <p align="LEFT"> Budget analysis</p> <p align="LEFT"> General and tax accounting</p> <br/> <p align="LEFT"> Accounts receivable professional</p> <p align="LEFT"> Fiscal budgeting knowledge</p> <p align="LEFT"> Invoice coding familiarity</p> <p align="LEFT"> Strong communication skills</p> <p align="LEFT"> General ledger accounting skills</p> <p align="LEFT"> Multi-state payroll</p> <p align="LEFT"> ADP</p> <p align="LEFT"> Federal and state tax regulations</p> <p align="LEFT"> Record-keeping</p> <p align="LEFT"> I-9 documentation</p> <p align="LEFT"> Accounts payable</p> <p align="LEFT"> Internal controls</p> <p align="LEFT"> Microsoft applications</p> <p align="LEFT"> Billing</p> <p align="LEFT"> Independent worker</p> <p align="LEFT"> Time management</p> <p align="LEFT"> Attention to detail</p> <p align="LEFT"> Exceptionally organized</p> <p align="LEFT"> Relationship building</p> <br/> </td> <td class="field twocol_2" id="596222486SKC21"> <ul> <li> Reliable</li> <li> Excellent communication skills</li> <li> Bilingual in [Spanish]</li> <li> Flexible</li> <li> Excellent time management skills</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM596222994" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM596222994"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596222994_1_387872529" style="
padding-top:0px;
"> <div class="field singlecolumn" id="596222994FRFM1"> <br/> <p align="LEFT"> <i> Accounting Skills</i> </p> <ul> <li> Operated computers programmed with accounting software to record, store, and analyze information. </li> </ul> <p align="LEFT"> <i> General Ledger Accounts</i> </p> <ul> <li> Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions. </li> </ul> <br/> </div> </div> </div> <div class="section" id="SECTION_EXPR596222487" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR596222487"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596222487_1_387869313" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="596222487JSTD1"> 06/2010</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="596222487EDDT1"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="596222487JTIT1"> Finance Coordinator</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="596222487COMP1" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="596222487JCIT1" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="596222487JSTA1" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="596222487JDES1" itemprop="description"> <ul> <li> Responsible for the preparation of bi-weekly payroll including retirement plans, termination, union dues as well as resolving insurance issues and deductions for 30+ employees using the Paychex system.</li> <li> Maintained and entered time-keeping data for collected bi-weekly timesheets into Paychex Time and Labor system with particular focus on processing exempt & non-exempt hours, personal, vacation & sick leave.</li> <li> Applied knowledge of applicable laws as related to the payroll process, including garnishment regulations, and state tax regulations. Reviewed payroll reports for accuracy prior to distribution of pay checks.</li> <li> Maintained an accounts payable turnover rate of 30 days or less.</li> <li> General ledger posting.</li> <li> Prepared bank reconciliation.</li> <li> State and City Funding Monthly Expense Reports.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_596222487_2_387869315" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="596222487JSTD2"> 09/2007</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="596222487EDDT2"> 03/2010</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="596222487JTIT2"> Accountant</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="596222487COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="596222487JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="596222487JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="596222487JDES2" itemprop="description"> <ul> <li> Responsible for the preparation of bi-weekly payroll including retirement plans, termination, as well as resolving insurance issues and deductions for 175 employees using the ADP TotalSource and ADP PC.</li> <li> Maintain and enter time-keeping data for collected bi-weekly timesheets into ADP EZ Labor Management system with particular focus on processing exempt & non-exempt hours, personal, vacation & sick leave.</li> <li> Apply knowledge of applicable laws as related to the payroll process, including garnishment regulations, and state tax regulations.</li> <li> Review payroll reports for accuracy prior to distribution of pay checks.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_596222487_3_387869317" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="596222487JSTD3"> 04/1994</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="596222487EDDT3"> 10/2006</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="596222487JTIT3"> Senior Accountant</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="596222487COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="596222487JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="596222487JSTA3" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="596222487JDES3" itemprop="description"> <ul> <li> Responsible for the preparation of bi-weekly payroll including retirement plans, termination, union dues as well as resolving insurance issues and deductions for 550+ employees using the ADP system.</li> <li> Maintained and entered time-keeping data for collected bi-weekly timesheets into ADP system with particular focus on processing exempt & non-exempt hours, personal, vacation & sick leave.</li> <li> Applied knowledge of applicable laws as related to the payroll process, including garnishment regulations, and state tax regulations.</li> <li> Reviewed payroll reports for accuracy prior to distribution of pay checks.</li> <li> Interacted with employees and management on payroll related projects and inquiries including reporting of employee leave of absence, unemployment, fund allocations, payroll account reconciliation, disability and worker's compensation on a monthly and quarterly basis.</li> <li> Maintained and monitored all government contracts, grants and restricted contributions to ensure all reporting requirements are met on a timely basis and review on-going budgetary discrepancies with program directors.</li> <li> Prepared annual audit schedules, budgets and various financial analyses as needed.</li> <li> Maintained an accounts payable turnover rate of 30 days or less.</li> <li> General ledger posting.</li> <li> Prepared bank reconciliation.</li> <li> Successfully managed over ten state and city contracts, including preparing monthly expenditure reports, budget modifications, and year end closeouts.</li> <li> Maintained account receivable analysis reports.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC596222488" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC596222488"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596222488_1_387869318" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" id="596222488GRYR1"> 2008</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="596222488DGRE1" itemprop="name"> GED</span> <span> : </span> <span class="programline" id="596222488STUY1"> HS Equivalence Diploma</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="596222488SCHO1" itemprop="name"> HS for Humanities</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="596222488SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="596222488SSTA1"> State</span> <span class="joblocation jobstate" id="596222488SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="596222488FRFM1"> <p align="LEFT"> − High School Equivalence Diploma, HS for Humanities</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_596222488_2_387869319" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" id="596222488GRYR2"> </span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="596222488DGRE2" itemprop="name"> Certificate</span> <span> : </span> <span class="programline" id="596222488STUY2"> Principles of Accounting</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="596222488SCHO2" itemprop="name"> Lehman College</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="596222488SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="596222488SSTA2"> State</span> <span class="joblocation jobstate" id="596222488SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="596222488FRFM2"> <p align="LEFT"> −Continuing Education, Lehman College − Computer Leadership and Vocational Educational Program, Alianza Dominicana Inc. − Medical Billing and Coding Netcom Information Technology</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_CERT596222490" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_CERT596222490"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596222490_1_387869320" style="
padding-top:0px;
"> <div class="field singlecolumn" id="596222490FRFM1"> Medical Billing</div> </div> </div> <div class="section" id="SECTION_LANG596222492" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_LANG596222492"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596222492_1_387869322" style="
padding-top:0px;
"> <div class="field singlecolumn" id="596222492FRFM1"> Bilingual (Spanish/English).</div> </div> </div> <div class="section" id="SECTION_SKLL596222493" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL596222493"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596222493_1_387869323" style="
padding-top:0px;
"> <div class="field singlecolumn" id="596222493FRFM1"> <p align="LEFT"> Payroll, State Tax, Accounts Payable, Bank Reconciliation, General Ledger, Posting, Reconciliation, Accountant, Account Receivable, Account Reconciliation, <font> Accounting, Billing Audit, Basis, Budget, Budgets, Compensation, Contracts, Disability, Government Contracts, Leave Of Absence, Payroll Account, Payroll Account Reconciliation, Finance, Excel, Microsoft Windows Xp, Ms Excel, Ms Word, Outlook, Quickbooks, Quickbooks Pro, FUND EZ, Paychex, ADP, Medical Invoicing.</font> </p> <p> </p> </div> </div> </div> </div> | FINANCE |
28,623,782 | FINANCE SPECIALIST Summary Strategic Finance & Accounting Professional with experience in extensive contracts analytics, financial statement reporting, budget optimization and customer service. Financial skill set attributes of keen attention to line itemization, deadline committed, and a dedicated business partner to internal and external customers to ensure optimal organizational objectives are met. Highlights Credit & Accounts Payables/Receivables Management Pricing and Cost Reduction Strategies Finance & Procurement Forecasting (Volume & Dead Net Gross Profit) P&L Reporting Trade Spend & Marketing Budgets Contract Management & Risk Analysis Financial & Business Planning Analysis Career Accomplishments Formally recognized by National Account Executives for excellence in financial analysis, budgeting, forecasting, and customer service. Achieved 10% pricing submission reduction, by eliminating pricing resubmissions & creating departmental Pricing Authorization Training Guide. Reduced system liability through identification of checkbook percentages of volume conversions. Created a checkbook Reconciliation process & training guide. Reduced invoice processing down to 10 days. Pilot for customer mass data uploads. Territory Divestiture Collaboration process & restated volume file creation. Experience Company Name June 2013 to February 2015 Finance Specialist City , State Forecasting Business Partner providing key business insights and recommendations to influence key stake holders based upon sales performance and variance research on actual versus forecast volume (12M cases), funding, and dead net gross profit ($58M) to National Account Executives. Assisted in annual business planning with the Planning Revenue Growth Management (PRGM) department for National Retail Sales Drug /Value channel customers. Managed $87.6M Trade Spend & Cooperative Trade Marketing annual budget for Drug/Value supply chain customers Reconciled invoices and post audits to 1010 Scan Data by package level reducing trade spend checkbook variances to scanned units by 10% in 18 month period. Customer facing experience (Rite Aid, Dollar Tree, Freds, Variety Stores, Big Lots, Aldi). Managed Checkbook Accruals and Spends entries for Trade Fund and Marketing Funding. Monthly Bottler Pricing analysis to identify discrepancies of Accrual rates, Dead Net Sales Income (DNNSI), and Volumes of Package/Brand Categories. Summarized and interpreted key business indicators and provided recommendations to Executive Leadership and Non-Financial managers that facilitated timely and impactful business decisions on forecasting and financial statement reporting gaps. Prepared Regional and National month end checkbook to accounts payable reconciliation and Ad Hoc reporting (P&L, Rolling estimates, and overspend projections on planned promotional activities). Assisted in departmental key productivity initiatives such as implementation of a standardize forecast model, developed a checkbook reconciliation process, and discovered volume conversion percentages driving checkbook reporting accuracy variances. Submitted National retail account supply chain Pricing (PAT) and performed weekly Sarbanes Oxley (Sox) compliance reviews. Company Name September 2011 to June 2013 CMA Analyst City , State Provided customer reconciliation process ensuring financial statement representation for Key Accounts (Publix, Winn Dixie, Costco, Boyers, Weis, Louisiana Cold Drink Market Unit). Process Monthly rebate and NRS post invoice accrual payment processing ($6 million) Communicate with internal National Sales Executives, BU Finance, A/R and Funding (General Ledger) on customer accounting and currency accuracy for P&L National Retail Sales Key accounts portfolio research and Fundamental analysis for P&L retroactivity impact Sarbanes Oxley (SOX), SEC Regulations, and Ernst and Young monthly compliance Weekly Micro Strategy (IWR), Accrual/Payment Analysis (AVP), and Contract Liability Analysis reporting Manage Off Invoice Accrual Post deduction validation, auditing, and reconciliation Approve Rebate payments for A/P funding Trade-spend and trade promotions reconciliation Company Name September 2010 to September 2011 Credit Representative II City , State Managed credit approved proxy terms and accounts receivables, delivering due diligence and risk analysis on Philly Coke bottler merger acquisition accounts. Communicated objectives with internal and external clients to resolve A/R inquiries on cash applications. Supply Chain Financial Risk analysis of day sales outstanding (DSO) and compliance of credit limit proxy terms. Financial portfolio revenue performance achieved (97 percentile) within one year. Researched Market share optimization, profit maximization, and bad debt mitigation. Performed A/R month end close reporting. Sarbanes Oxley (SOX) policy execution. Company Name June 2009 to September 2010 Credit Representative I - Contractor City , State Provided accounts receivables analysis and requested credit status changes on Subway West business unit key accounts ($3M). Key Account Liaison between internal and external customers. Performed A/R account reconciliations, improving the month end receivables ratio 83% within 10 month period by increasing reoccurring ACH payments by 47%. Negotiated payment arrangements with external customers to remain in compliance with net proxy terms extended, coordinating with credit investigations department. Managed month end account closing process. A/R risk analysis based upon customer payment trends and Dunn and Bragg Street credit report. Utilized SAP to itemize customer outlet invoices by date range and worked with cash application department to resolve cash misapplications. Vendor invoice coding. Company Name November 2007 to December 2008 A/R Manager City , State Managed accounts payable and account receivable reconciliations. Administered Business to Business and commercial receivables. Ran Client liquidation reports. Supervised, trained, and mentored staff. Company Name July 2007 to October 2007 Accounts Receivables City , State Reconciled financial receivable transactions resolving accounts discrepancies by collecting, analyzing, and summarizing debtor account information and payment trends. Negotiated and collected of third party A/R accounts. Processed Payments and settlements. Maintained financial historical records by filing/attaching accounting documents in financial software database. Company Name August 2004 to July 2007 Department Manager - A/R Unit and Collections City , State A/R Unit and Collections Managed daily operations and strategic objectives exceeding monthly corporate office expectations on departmental branch goals set. Supported Director of operations, supervised collection floor activities, built dialer campaigns, provided timely client receivable budget information, and accurately reported client account standings. Lead, managed, and mentored / coached collection department (15 direct reports) through appraising job performance contributions, formal setting and side by side on floor training. Maintained bank card data, record management, accounting ledgers. Verified approved all credit card and check payments received by A/R representatives. Provided Market share analysis and stair step reporting to corporate office. Processed Payroll (ADP), Yearly reviews, Scheduled, Hired, and Disciplined employees. Education University of Phoenix Masters of Business Administration City , State Florida Agricultural and Mechanical University Bachelor of Science : Public Management - Human Resources City , State Public Management - Human Resources Technical Skills SAP Micro Strategy (IWR) Microsoft Office Suite | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME552519944" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_552519944_1_360315090" style="
padding-top:0px;
"> <div class="name bottomborder" itemprop="name"> <span class="field" id="552519944FNAM1"> </span> <span> </span> <span class="field" id="552519944LNAM1"> FINANCE SPECIALIST</span> </div> <div class="lowerborder bottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM552519946" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM552519946"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_552519946_1_360315108" style="
padding-top:0px;
"> <div class="field singlecolumn" id="552519946FRFM1"> <p align="LEFT"> Strategic Finance & Accounting Professional with experience in extensive contracts analytics, financial statement reporting, budget optimization and customer service. Financial skill set attributes of keen attention to line itemization, deadline committed, and a dedicated business partner to internal and external customers to ensure optimal organizational objectives are met. </p> </div> </div> </div> <div class="section" id="SECTION_HILT552519947" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT552519947"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_552519947_1_360315109" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="552519947SKC11"> <ul> <li> Credit & Accounts Payables/Receivables Management</li> <li> Pricing and Cost Reduction Strategies</li> <li> Finance & Procurement</li> <li> Forecasting (Volume & Dead Net Gross Profit)</li> </ul> <br/> <br/> </td> <td class="field twocol_2" id="552519947SKC21"> <ul> <li> P&L Reporting</li> <li> Trade Spend & Marketing Budgets</li> <li> Contract Management & Risk Analysis</li> <li> Financial & Business Planning Analysis</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM552519960" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM552519960"> Career Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_552519960_1_360315102" style="
padding-top:0px;
"> <div class="field singlecolumn" id="552519960FRFM1"> <ul> <li> Formally recognized by National Account Executives for excellence in financial analysis, budgeting, forecasting, and customer service.</li> <li> Achieved 10% pricing submission reduction, by eliminating pricing resubmissions & creating departmental Pricing Authorization Training Guide.</li> <li> Reduced system liability through identification of checkbook percentages of volume conversions.</li> <li> Created a checkbook Reconciliation process & training guide.</li> <li> Reduced invoice processing down to 10 days.</li> <li> Pilot for customer mass data uploads.</li> <li> Territory Divestiture Collaboration process & restated volume file creation.</li> <br/> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR552519948" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR552519948"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_552519948_1_360361203" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="552519948COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="552519948JSTD1"> June 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="552519948EDDT1"> February 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="552519948JTIT1"> Finance Specialist </span> <br/> <span class="joblocation jobcity" id="552519948JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="552519948JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="552519948JDES1" itemprop="description"> <p align="LEFT"> Forecasting Business Partner providing key business insights and recommendations to influence key stake holders based upon sales performance and variance research on actual versus forecast volume (12M cases), funding, and dead net gross profit ($58M) to National Account Executives. Assisted in annual business planning with the Planning Revenue Growth Management (PRGM) department for National Retail Sales Drug /Value channel customers.</p> <ul> <li> Managed $87.6M Trade Spend & Cooperative Trade Marketing annual budget for Drug/Value supply chain customers</li> <li> Reconciled invoices and post audits to 1010 Scan Data by package level reducing trade spend checkbook variances to scanned units by 10% in 18 month period.</li> <li> Customer facing experience (Rite Aid, Dollar Tree, Freds, Variety Stores, Big Lots, Aldi).</li> <li> Managed Checkbook Accruals and Spends entries for Trade Fund and Marketing Funding.</li> <li> Monthly Bottler Pricing analysis to identify discrepancies of Accrual rates, Dead Net Sales Income (DNNSI), and Volumes of Package/Brand Categories.</li> <li> Summarized and interpreted key business indicators and provided recommendations to Executive Leadership and Non-Financial managers that facilitated timely and impactful business decisions on forecasting and financial statement reporting gaps.</li> <li> Prepared Regional and National month end checkbook to accounts payable reconciliation and Ad Hoc reporting (P&L, Rolling estimates, and overspend projections on planned promotional activities).</li> <li> Assisted in departmental key productivity initiatives such as implementation of a standardize forecast model, developed a checkbook reconciliation process, and discovered volume conversion percentages driving checkbook reporting accuracy variances.</li> <li> Submitted National retail account supply chain Pricing (PAT) and performed weekly Sarbanes Oxley (Sox) compliance reviews.</li> </ul> <br/> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_552519948_2_360362188" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="552519948COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="552519948JSTD2"> September 2011</span> <span> to </span> <span class="jobdates" format="%B %Y" id="552519948EDDT2"> June 2013</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="552519948JTIT2"> CMA Analyst</span> <br/> <span class="joblocation jobcity" id="552519948JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="552519948JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="552519948JDES2" itemprop="description"> <p align="LEFT"> Provided customer reconciliation process ensuring financial statement representation for Key Accounts (Publix, Winn Dixie, Costco, Boyers, Weis, Louisiana Cold Drink Market Unit).</p> <ul> <li> Process Monthly rebate and NRS post invoice accrual payment processing ($6 million)</li> <li> Communicate with internal National Sales Executives, BU Finance, A/R and Funding (General Ledger) on customer accounting and currency accuracy for P&L </li> <li> National Retail Sales Key accounts portfolio research and Fundamental analysis for P&L retroactivity impact </li> <li> Sarbanes Oxley (SOX), SEC Regulations, and Ernst and Young monthly compliance</li> <li> Weekly Micro Strategy (IWR), Accrual/Payment Analysis (AVP), and Contract Liability Analysis reporting</li> <li> Manage Off Invoice Accrual Post deduction validation, auditing, and reconciliation </li> <li> Approve Rebate payments for A/P funding </li> <li> Trade-spend and trade promotions reconciliation</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_552519948_3_360363632" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="552519948COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="552519948JSTD3"> September 2010</span> <span> to </span> <span class="jobdates" format="%B %Y" id="552519948EDDT3"> September 2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="552519948JTIT3"> Credit Representative II</span> <br/> <span class="joblocation jobcity" id="552519948JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="552519948JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="552519948JDES3" itemprop="description"> <p align="LEFT"> Managed credit approved proxy terms and accounts receivables, delivering due diligence and risk analysis on Philly Coke bottler merger acquisition accounts.</p> <ul> <li> Communicated objectives with internal and external clients to resolve A/R inquiries on cash applications.</li> <li> Supply Chain Financial Risk analysis of day sales outstanding (DSO) and compliance of credit limit proxy terms.</li> <li> Financial portfolio revenue performance achieved (97 percentile) within one year.</li> <li> Researched Market share optimization, profit maximization, and bad debt mitigation.</li> <li> Performed A/R month end close reporting.</li> <li> Sarbanes Oxley (SOX) policy execution.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_552519948_4_360315097" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="552519948COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="552519948JSTD4"> June 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="552519948EDDT4"> September 2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="552519948JTIT4"> Credit Representative I - Contractor</span> <br/> <span class="joblocation jobcity" id="552519948JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="552519948JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="552519948JDES4" itemprop="description"> <p align="LEFT"> Provided accounts receivables analysis and requested credit status changes on Subway West business unit key accounts ($3M).</p> <ul> <li> Key Account Liaison between internal and external customers.</li> <li> Performed A/R account reconciliations, improving the month end receivables ratio 83% within 10 month period by increasing reoccurring ACH payments by 47%.</li> <li> Negotiated payment arrangements with external customers to remain in compliance with net proxy terms extended, coordinating with credit investigations department.</li> <li> Managed month end account closing process.</li> <li> A/R risk analysis based upon customer payment trends and Dunn and Bragg Street credit report.</li> <li> Utilized SAP to itemize customer outlet invoices by date range and worked with cash application department to resolve cash misapplications.</li> <li> Vendor invoice coding.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_552519948_5_360315098" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="552519948COMP5" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="552519948JSTD5"> November 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="552519948EDDT5"> December 2008</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="552519948JTIT5"> A/R Manager</span> <br/> <span class="joblocation jobcity" id="552519948JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="552519948JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="552519948JDES5" itemprop="description"> <p align="LEFT"> Managed accounts payable and account receivable reconciliations.</p> <ul> <li> Administered Business to Business and commercial receivables.</li> <li> Ran Client liquidation reports.</li> <li> Supervised, trained, and mentored staff.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_552519948_6_360315099" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="552519948COMP6" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="552519948JSTD6"> July 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="552519948EDDT6"> October 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="552519948JTIT6"> Accounts Receivables</span> <br/> <span class="joblocation jobcity" id="552519948JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="552519948JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="552519948JDES6" itemprop="description"> <p align="LEFT"> Reconciled financial receivable transactions resolving accounts discrepancies by collecting, analyzing, and summarizing debtor account information and payment trends.</p> <ul> <li> Negotiated and collected of third party A/R accounts.</li> <li> Processed Payments and settlements.</li> <li> Maintained financial historical records by filing/attaching accounting documents in financial software database.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_552519948_7_360315100" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="552519948COMP7" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="552519948JSTD7"> August 2004</span> <span> to </span> <span class="jobdates" format="%B %Y" id="552519948EDDT7"> July 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="552519948JTIT7"> Department Manager - A/R Unit and Collections</span> <br/> <span class="joblocation jobcity" id="552519948JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="552519948JSTA7" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="552519948JDES7" itemprop="description"> <p align="LEFT"> A/R Unit and Collections Managed daily operations and strategic objectives exceeding monthly corporate office expectations on departmental branch goals set. Supported Director of operations, supervised collection floor activities, built dialer campaigns, provided timely client receivable budget information, and accurately reported client account standings.</p> <ul> <li> Lead, managed, and mentored / coached collection department (15 direct reports) through appraising job performance contributions, formal setting and side by side on floor training.</li> <li> Maintained bank card data, record management, accounting ledgers.</li> <li> Verified approved all credit card and check payments received by A/R representatives.</li> <li> Provided Market share analysis and stair step reporting to corporate office.</li> <li> Processed Payroll (ADP), Yearly reviews, Scheduled, Hired, and Disciplined employees.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC552519949" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC552519949"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_552519949_1_360315104" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="552519949SCHO1" itemprop="name"> University of Phoenix</span> <span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="552519949DGRE1" itemprop="name"> Masters of Business Administration</span> <span class="programline" id="552519949STUY1"> </span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="552519949SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="552519949SSTA1"> State</span> <span class="joblocation jobstate" id="552519949SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="552519949FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_552519949_2_360315106" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="552519949SCHO2" itemprop="name"> Florida Agricultural and Mechanical University</span> <span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="552519949DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="552519949STUY2"> Public Management - Human Resources</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="552519949SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="552519949SSTA2"> State</span> <span class="joblocation jobstate" id="552519949SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="552519949FRFM2"> Public Management - Human Resources</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL552519962" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL552519962"> Technical Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_552519962_1_360315110" style="
padding-top:0px;
"> <div class="field singlecolumn" id="552519962FRFM1"> <ul> <li> SAP</li> <li> Micro Strategy (IWR)</li> <li> Microsoft Office Suite</li> </ul> </div> </div> </div> </div> | FINANCE |
81,677,620 | FINANCE MANAGER Summary preparing annual budgets, monitoring key accounts and credit control. Having the ability to handle complex assignments effectively & possessing the confidence to work as part of a team or independently. Abdul Majeed is presently looking for a suitable opportunity position with a forward thinking company where he can excel, deliver & achieve his potential. MBA -Finance with 20 years' experience in the field of accounts & finance. Expertise in spearheading corporate and financial planning initiatives in Commercial Operation, Accounts & Finance, Auditing & Taxation, MIS, Exports Management and export document negotiation. Expertise in designing and implementing systems to achieve financial discipline and improve the overall efficiency of the organization. Strong analytical skills Good relationship management & negotiation skills in liaising with Banks, other financial institutions and various regulatory authorities. Well versed with SAP, Oracle Business Suite 11i and Tally. Experience Finance Manager February 2001 to September 2014 Determining financial objectives. Designing & implementing systems, policies & procedures to facilitate internal financial control. Preparing Annual Budget and forecasting trends. Developing reports for top management summarizing the business financial position in areas of income, expenses, capital usage and cash flows, and coordinate the preparation of strategic plans, budgets and financial forecast. Developing and updating accounting, finance and management policies and procedures. Effective Cash Flow Management Monitoring budgets and comparing them with actual cost and revenues related to production, marketing and capital. Coordinating the preparation, maintenance and filing of projected P&L Account, Bills Discounting and Balance Sheet as required by bank authorities and other financial institutions. Coordinate the preparation of Financial Statements, Financial Reports for internal usage. Getting control accounts reconciled and sorting out the discrepancies Liaison with business related organizations such as Banks, and preparing budget cum systemizing departmental work. Handling local Bank of queries for export/import matters and carrying out all correspondence with the bank Remitting foreign currency for import advance & other expenses like traveling, consultancy, advertising and project export. Negotiating with the banks for export documentation requirement. Opening LC for inland and foreign party, bank guarantee for the import. Processing of Purchase Bills of Raw Material, Asset & Passing Bills of expenses from various departments Implementing training courses for new recruits At Fama Trading Company Riyadh, K.S.A Prepare and submit the group's monthly financial results, budget and quarterly rolling forecasts and complete the reporting requirements to the parent company Perform detailed account analysis and corporate month-end processing and reporting Maintain the general ledger, ensuring compliance with Saudi Arabian Standards Review the monthly Business Activity Statements and review all monthly balance sheet reconciliations Monitor stock levels and perform inventory reconciliations Supervise the annual audits (internal and external) Review and make decisions on credit limits of new and existing customers Review and authorize the weekly accounts payable run Improve existing processes and streamline workflows Managed the corporate finance tasks including all financial, management and statutory accounting and reporting Prepared and interpreted the actual monthly financial statements, forecasts, budgets and 5-year plans and reviewed the balance sheet reconciliations Managed intercompany processes and monitored KPIs Prepared documentation to assist with preparing legislative and statutory returns, including Zakat, Prepared statutory reporting and liaised with auditors on the year-end audit Supervised back office operations including management of staff Managed, reviewed, evaluated, selected and implemented group consolidation and group OLAP applications Maintained and administered the corporate financial accounting system (Oracle Financials) Prepared, maintained and developed the corporate section of group policies and procedures Prepared the monthly payroll and all related employees, Prepared reports summarizing the forecast company business activity and financial position. Determined depreciation rates to apply to capital assets Supervised employees in the Finance and Administration Department and was responsible for the overall direction, coordination and evaluation of this unit Coordinated the preparation of year-end statutory accounts and tax return Established and maintained relations with banks and other financial institutions Prepared reports required by regulatory agencies and arranged for audits of company accounts. Chief Accountant January 1997 to January 1999 At Global Suhaimi Company Dammam, Saudi Arabia Responsible of overall financial and accounting function of the company including Annual Budgets, Cash flow, Designed and Implemented internal control and financial policies, Preparation of office procedures including the assigning of duties and responsibilities of all the staff in accounts Department. Responsibilities: Supervised day to day activities of the Finance Department for the Company. Prepared monthly provisions and closing of Accounts & also to prepare MIS reports Prepared and reviewing of financial statements, budget, forecast, monthly business performance, revenue collections, bank reconciliation and sales analysis, etc. Processed payrolls on time, transfer and reconcile payments to payroll and ledgers. Maintained of Fixed Assets register, preparation of Fixed Assets schedule and depreciation schedule monthly. Controlled and supervise all the activities of accounts department Prepared of various daily MIS report for management decision making & Payroll Daily preparation of bank reconciliation Daily reconciliation of credit card collection Direct dealings with the bank Dealings with the credit card dispute problems Aging the customer account and follow up for timely payment Prepared of cash flow & Payment Schedules Salary preparation and processing to bank Handling the daily operations and maintenance of accounts All customers /payable account reconciliation and maintain the accounts Finalization of Accounts Dealings with the external auditors Weekly reports for the follow up for Receivables with clients and do the necessary arrangements to collect the payments on time, preparing payments for the suppliers on time, etc. Supervised the accountants on the daily financial transactions, ensuring all general ledger, accounts payable / receivables, accruals, prepayments, current assets, accrued income and correctly booked and Co. policies / procedures are operating effectively. Supervise/Manage Accounting staff Generating and preparing Financial Statement Prepared Budget Posting and directing accounts transactions Prepared Annual Zakat declaration Advanced Financial Reports Finalized Company Medical insurance policies contract. Prepared of financial polices & Internal control Verification all accounting entries Prepared of Balance Sheet Prepared of Trial Balance Follow up L/C up to define cost of each item's Financial and sales report. Supervised the inventory control. Dealing with Banks. Accountant May 1992 to September 1996 Company Name - City Maintained basic accounts, book keeping Reconciliation of Bank statements Ledger entries, journal entries Customer relations Invoice entries and cross checking Prepared and analyzed financial statements Making Cheques for parties Maintained Ledger for Sales, purchase Making Vouchers & Entries in Computer Cash Handling & Preparation of Day Book. Education Master's degree M.B.A : Finance Brooklyn Park University Finance Location: Pennsylvania United States of America Certifications Urdu Level: Expert
Hindi Level: Expert
Arabic Level: Intermediate
English Level: Expert Personal Information Birth Date: 22 April 1970 (Age: 44) Gender: Male Nationality: India Residence Country: Riyadh, Saudi Arabia Visa Status: Residency Visa (Transferable) Marital Status: Married Number of Dependents: 3 Driving License Issued From: Saudi Arabia Skills account reconciliation, Accounting, accounts payable, accruals, streamline, advertising, Arabic, balance sheet, Trial Balance, bank reconciliation, basic, book keeping, Book, Budgets, Budget, C, Cash Flow, Cash Handling, closing, corporate finance, credit, clients, Customer relations, decision making, Designing, directing, direction, documentation, English, filing, Finance, Financial, financial and accounting, financial accounting, Financial Statements, Fixed Assets, forecasting, general ledger, Hindi, insurance, inventory, inventory control, Ledger, marketing, office, MIS, Negotiating, OLAP, Oracle Financials, Payroll, policies, processes, reporting, requirement, Sales, sales analysis, statutory accounts, strategic plans, tax, Urdu, year-end Additional Information Personal Information Birth Date: 22 April 1970 (Age: 44) Gender: Male Nationality: India Residence Country: Riyadh, Saudi Arabia Visa Status: Residency Visa (Transferable) Marital Status: Married Number of Dependents: 3 Driving License Issued From: Saudi Arabia Professional Affiliations Arab Accreditation Council Membership/Role: BPU 2013-11-36453 Member since: November 2013 | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME541407775" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_541407775_1_353365666" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="541407775FNAM1"> </span> <span> </span> <span class="field" id="541407775LNAM1"> FINANCE MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM541407777" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM541407777"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_541407777_1_353365674" style="
padding-top:0px;
"> <div class="field singlecolumn" id="541407777FRFM1"> preparing annual budgets, monitoring key accounts and credit control. Having the ability to handle complex assignments effectively & possessing the confidence to work as part of a team or independently. Abdul Majeed is presently looking for a suitable opportunity position with a forward thinking company where he can excel, deliver & achieve his potential. MBA -Finance with 20 years' experience in the field of accounts & finance. Expertise in spearheading corporate and financial planning initiatives in Commercial Operation, Accounts & Finance, Auditing & Taxation, MIS, Exports Management and export document negotiation. Expertise in designing and implementing systems to achieve financial discipline and improve the overall efficiency of the organization. Strong analytical skills Good relationship management & negotiation skills in liaising with Banks, other financial institutions and various regulatory authorities. Well versed with SAP, Oracle Business Suite 11i and Tally. </div> </div> </div> <div class="section" id="SECTION_HILT541407778" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_ACCM541408868" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_EXPR541407779" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR541407779"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_541407779_1_353365668" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="541407779JTIT1"> Finance Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="541407779JSTD1"> February 2001</span> <span> to </span> <span class="jobdates" format="%B %Y" id="541407779EDDT1"> September 2014</span> </span> </span> <span class="paddedline"> <span class="jobline" id="541407779JDES1" itemprop="description"> <ul> <li> Determining financial objectives.</li> <li> Designing & implementing systems, policies & procedures to facilitate internal financial control.</li> <li> Preparing Annual Budget and forecasting trends.</li> <li> Developing reports for top management summarizing the business financial position in areas of income, expenses, capital usage and cash flows, and coordinate the preparation of strategic plans, budgets and financial forecast.</li> <li> Developing and updating accounting, finance and management policies and procedures.</li> <li> Effective Cash Flow Management Monitoring budgets and comparing them with actual cost and revenues related to production, marketing and capital.</li> <li> Coordinating the preparation, maintenance and filing of projected P&L Account, Bills Discounting and Balance Sheet as required by bank authorities and other financial institutions.</li> <li> Coordinate the preparation of Financial Statements, Financial Reports for internal usage.</li> <li> Getting control accounts reconciled and sorting out the discrepancies Liaison with business related organizations such as Banks, and preparing budget cum systemizing departmental work.</li> <li> Handling local Bank of queries for export/import matters and carrying out all correspondence with the bank Remitting foreign currency for import advance & other expenses like traveling, consultancy, advertising and project export.</li> <li> Negotiating with the banks for export documentation requirement.</li> <li> Opening LC for inland and foreign party, bank guarantee for the import.</li> <li> Processing of Purchase Bills of Raw Material, Asset & Passing Bills of expenses from various departments Implementing training courses for new recruits At Fama Trading Company Riyadh, K.S.A Prepare and submit the group's monthly financial results, budget and quarterly rolling forecasts and complete the reporting requirements to the parent company Perform detailed account analysis and corporate month-end processing and reporting Maintain the general ledger, ensuring compliance with Saudi Arabian Standards Review the monthly Business Activity Statements and review all monthly balance sheet reconciliations Monitor stock levels and perform inventory reconciliations Supervise the annual audits (internal and external) Review and make decisions on credit limits of new and existing customers Review and authorize the weekly accounts payable run Improve existing processes and streamline workflows Managed the corporate finance tasks including all financial, management and statutory accounting and reporting Prepared and interpreted the actual monthly financial statements, forecasts, budgets and 5-year plans and reviewed the balance sheet reconciliations Managed intercompany processes and monitored KPIs Prepared documentation to assist with preparing legislative and statutory returns, including Zakat, Prepared statutory reporting and liaised with auditors on the year-end audit Supervised back office operations including management of staff Managed, reviewed, evaluated, selected and implemented group consolidation and group OLAP applications Maintained and administered the corporate financial accounting system (Oracle Financials) Prepared, maintained and developed the corporate section of group policies and procedures Prepared the monthly payroll and all related employees, Prepared reports summarizing the forecast company business activity and financial position.</li> <li> Determined depreciation rates to apply to capital assets Supervised employees in the Finance and Administration Department and was responsible for the overall direction, coordination and evaluation of this unit Coordinated the preparation of year-end statutory accounts and tax return Established and maintained relations with banks and other financial institutions Prepared reports required by regulatory agencies and arranged for audits of company accounts.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_541407779_2_353365669" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="541407779JTIT2"> Chief Accountant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="541407779JSTD2"> January 1997</span> <span> to </span> <span class="jobdates" format="%B %Y" id="541407779EDDT2"> January 1999</span> </span> </span> <span class="paddedline"> <span class="jobline" id="541407779JDES2" itemprop="description"> <ul> <li> At Global Suhaimi Company Dammam, Saudi Arabia Responsible of overall financial and accounting function of the company including Annual Budgets, Cash flow, Designed and Implemented internal control and financial policies, Preparation of office procedures including the assigning of duties and responsibilities of all the staff in accounts Department.</li> <li> Responsibilities: Supervised day to day activities of the Finance Department for the Company.</li> <li> Prepared monthly provisions and closing of Accounts & also to prepare MIS reports Prepared and reviewing of financial statements, budget, forecast, monthly business performance, revenue collections, bank reconciliation and sales analysis, etc.</li> <li> Processed payrolls on time, transfer and reconcile payments to payroll and ledgers.</li> <li> Maintained of Fixed Assets register, preparation of Fixed Assets schedule and depreciation schedule monthly.</li> <li> Controlled and supervise all the activities of accounts department Prepared of various daily MIS report for management decision making & Payroll Daily preparation of bank reconciliation Daily reconciliation of credit card collection Direct dealings with the bank Dealings with the credit card dispute problems Aging the customer account and follow up for timely payment Prepared of cash flow & Payment Schedules Salary preparation and processing to bank Handling the daily operations and maintenance of accounts All customers /payable account reconciliation and maintain the accounts Finalization of Accounts Dealings with the external auditors Weekly reports for the follow up for Receivables with clients and do the necessary arrangements to collect the payments on time, preparing payments for the suppliers on time, etc.</li> <li> Supervised the accountants on the daily financial transactions, ensuring all general ledger, accounts payable / receivables, accruals, prepayments, current assets, accrued income and correctly booked and Co.</li> <li> policies / procedures are operating effectively.</li> <li> Supervise/Manage Accounting staff Generating and preparing Financial Statement Prepared Budget Posting and directing accounts transactions Prepared Annual Zakat declaration Advanced Financial Reports Finalized Company Medical insurance policies contract.</li> <li> Prepared of financial polices & Internal control Verification all accounting entries Prepared of Balance Sheet Prepared of Trial Balance Follow up L/C up to define cost of each item's Financial and sales report.</li> <li> Supervised the inventory control.</li> <li> Dealing with Banks.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_541407779_3_353365670" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="541407779JTIT3"> Accountant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="541407779JSTD3"> May 1992</span> <span> to </span> <span class="jobdates" format="%B %Y" id="541407779EDDT3"> September 1996</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="541407779COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="541407779JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="541407779JSTA3" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="541407779JDES3" itemprop="description"> <ul> <li> Maintained basic accounts, book keeping Reconciliation of Bank statements Ledger entries, journal entries Customer relations Invoice entries and cross checking Prepared and analyzed financial statements Making Cheques for parties Maintained Ledger for Sales, purchase Making Vouchers & Entries in Computer Cash Handling & Preparation of Day Book.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC541407780" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC541407780"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_541407780_1_353365671" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="541407780DGRE1" itemprop="name"> Master's degree</span> <span class="programline" dependency="STUY" id="541407780STUY1"> </span> <span class="jobdates" id="541407780GRYR1"> </span> </span> <span class="paddedline"> <span class="field" id="541407780FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_541407780_2_353365673" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="541407780DGRE2" itemprop="name"> M.B.A</span> <span> : </span> <span class="programline" dependency="STUY" id="541407780STUY2"> Finance</span> <span class="jobdates" id="541407780GRYR2"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="541407780SCHO2" itemprop="name"> Brooklyn Park University</span> <span class="joblocation jobcity" id="541407780SCIT2"> </span> <span class="joblocation jobstate" id="541407780SSTA2"> </span> <span class="joblocation jobstate" id="541407780SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="541407780FRFM2"> Finance Location: Pennsylvania United States of America</span> </span> </div> </div> </div> <div class="section" id="SECTION_CERT541407783" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_CERT541407783"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_541407783_1_353365675" style="
padding-top:0px;
"> <div class="field singlecolumn" id="541407783FRFM1"> Urdu Level: Expert
Hindi Level: Expert
Arabic Level: Intermediate
English Level: Expert</div> </div> </div> <div class="section" id="SECTION_PRIN541407784" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_PRIN541407784"> Personal Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_541407784_1_353365677" style="
padding-top:0px;
"> <div class="field singlecolumn" id="541407784FRFM1"> Birth Date: 22 April 1970 (Age: 44) Gender: Male Nationality: India Residence Country: Riyadh, Saudi Arabia Visa Status: Residency Visa (Transferable) Marital Status: Married Number of Dependents: 3 Driving License Issued From: Saudi Arabia </div> </div> </div> <div class="section" id="SECTION_SKLL541407785" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL541407785"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_541407785_1_353365680" style="
padding-top:0px;
"> <div class="field singlecolumn" id="541407785FRFM1"> account reconciliation, Accounting, accounts payable, accruals, streamline, advertising, Arabic, balance sheet, Trial Balance, bank reconciliation, basic, book keeping, Book, Budgets, Budget, C, Cash Flow, Cash Handling, closing, corporate finance, credit, clients, Customer relations, decision making, Designing, directing, direction, documentation, English, filing, Finance, Financial, financial and accounting, financial accounting, Financial Statements, Fixed Assets, forecasting, general ledger, Hindi, insurance, inventory, inventory control, Ledger, marketing, office, MIS, Negotiating, OLAP, Oracle Financials, Payroll, policies, processes, reporting, requirement, Sales, sales analysis, statutory accounts, strategic plans, tax, Urdu, year-end</div> </div> </div> <div class="section" id="SECTION_ADDI541407786" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ADDI541407786"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_541407786_1_353365683" style="
padding-top:0px;
"> <div class="field singlecolumn" id="541407786FRFM1"> <ul> <li> Personal Information Birth Date: 22 April 1970 (Age: 44) </li> <li> Gender: Male </li> <li> Nationality: India Residence </li> <li> Country: Riyadh, Saudi Arabia </li> <li> Visa Status: Residency Visa (Transferable) </li> <li> Marital Status: Married </li> <li> Number of Dependents: 3 </li> <li> Driving License Issued From: Saudi Arabia </li> </ul> </div> </div> </div> <div class="section" id="SECTION_AFIL541407781" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_AFIL541407781"> Professional Affiliations</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_541407781_1_353365679" style="
padding-top:0px;
"> <div class="field singlecolumn" id="541407781FRFM1"> <p align="LEFT"> Arab Accreditation Council Membership/Role: BPU 2013-11-36453</p> <br/> <p align="LEFT"> Member since: November 2013</p> </div> </div> </div> </div> | FINANCE |
14,413,148 | FINANCE MANAGER Summary Assist an organization that can benefit from my extensive experience in Accounting, training auditing, contract bid preparation and negotiations. Over forty years experience in accounting including Controllerships, Accounts Payable, Payroll, Government Contracting, Auditing, Cost Accounting, Budgeting, and Subgrant Contracting. Organizations I have worked for include Manufacturing and Service Companies such as, Sandia National Laboratory, State of Nevada WIC Program and Office of Navajo Economics (ONEO). Performed many special projects, included preparation of budgets, preparation of Cost Accounting Systems including Cost Accounting System Disclosing Statements, CAS cost impact statements. Assigned liaison with DCAA, DCMA and CDCMA, costing system reviews, evaluation of cost proposals, and defective pricing reviews. Accomplishments Hexcel Corporation representative to Aerospace Industries Association (AIA) Cost Principles Committee. Worked with the AIA Committee in recommending a rewrite of 48CFR15 to refine the definition and determination of commercial pricing provisions. The committee recommendations are now part of the current regulations. Developed computer models, using Excel, to provide plant bidding models and corporate home office allocations to plants. Train Government Contracting Plant Controllers in contract accounting and bid processing. American Legion Fernley Post 37 Adjutant for 3 years. Experience Finance Manager April 2004 to June 2011 Company Name - City , State Responsible for development/monitoring program budgets; Plan and organize program accounting, review and evaluate costing reports, budget status, leases, contracts, and sub grants to identify problems/trends. Train state accounting staff in auditing of sub grants costing methods. Owner March 2001 to August 2004 Company Name - City , State Auditing of Alameda County Fair Food Vendors conformance to contact terms. Audit included Cash sales reporting and use of undercover shoppers. Reporting included reporting daily sales volume and undercover shopper's findings to Fair Management on over 50 vendors. Sales reports used in determining vendor's final space rental based on Sales Volume. Director January 1988 to January 2001 Company Name - City , State Responsibilities included review of Government contract proposals including supportability of direct cost rates and cost accumulation methods for eight plants. Company negotiation representative to DCAA, CACO, DCMA and Prime contractors in defending contract costing methodologies. Hexcel's Chief Financial Officer representative to plants regarding Government contracting and costing issues. Prior to assuming Director position, I Served two years as manager of contract accounting and proposal preparation on B2 Bomber material manufacturing contracts, three years as manager of corporate home office allocations to divisions and was assigned additional duties as manager of company accounts payable and payroll systems with a staff of eight employees. Resolved $8 million of accounts receivable issues related to sales of B2 Bomber material to Northrop Corporation. Senior and Special Projects Auditor January 1979 to January 1987 Company Name - City , State Performed contractor cost proposal reviews on bids related to materials, service and construction contracts being awarded by REECO under Operations and Maintenance (O&M) contract with Department of Energy (DOE). Performed various operational audits, special project audits and trained junior audit staff members. Assigned as Managing Auditor and negotiator for Construction change orders at the Tonopah Stealth Fighter Training base After completion of construction assigned operation audits supervisor. Operational audits included Salvage Sale Operations, food-purchasing procedures, housing operations. Assigned as REECO liaison to USAF Office Special Investigations (OSI) and DOE-Inspector General on investigations of Hot Line fraud assertions on Tonopah Fighter Training Base. Controller January 1978 to January 1979 Company Name - City , State Performed all controller functions for this privately owned fire company that contracted with several major cities and counties in Arizona and Tennessee. Staff included four accounting personnel for accounts payable, payroll, accounts receivable and general accounting. Controller January 1976 to January 1977 Company Name - City , State Approved by two CPA firms to the ONEO Board to assume Controllers function. Responsibilities included supervision of a computerized Fund Accounting system, streamlining accounting functions and training of reservation residences in operation of the computerized system in accordance with GAAP. Reduced accounting/computer staff from thirty-four to twenty-six employees. Decreased annual audit fee by over 40% by having staff prepare audit schedules. Education Bachelor of Science : Accounting , 1966 University of Albuquerque - City , State GPA: Graduated Cum Laude Accounting Graduated Cum Laude Skills Accounting, general accounting, accounts payable, accounts receivable, Auditing, budgets, budget, contracts, controller, CPA, Financial, Government, grants, home office, Director, Managing, materials, Office, negotiation, negotiator, OSI, payroll, personnel, Prime, proposals, proposal, proposal preparation, purchasing, reporting, Sales, supervisor, supervision Professional Affiliations American Legion Department of Nevada Children & Youth Chairman. Developed and implemented Hear Today-Learn Tomorrow program for American Legion Children and Youth Program that supports families help obtain hearing aids for hearing impaired children. Nevada American Legion representative to National Children & Youth Committee. Memberships American Legion Department of Nevada Hear Today-Learn Tomorrow Program Chairman. Associate member of American Bar Association (ABA)until 2002. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME539689176" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_539689176_1_352303512" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="539689176FNAM1"> </span> <span> </span> <span class="field" id="539689176LNAM1"> FINANCE MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM539689178" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM539689178"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_539689178_1_352303523" style="
padding-top:0px;
"> <div class="field singlecolumn" id="539689178FRFM1"> Assist an organization that can benefit from my extensive experience in Accounting, training auditing, contract bid preparation and negotiations. Over forty years experience in accounting including Controllerships, Accounts Payable, Payroll, Government Contracting, Auditing, Cost Accounting, Budgeting, and Subgrant Contracting. Organizations I have worked for include Manufacturing and Service Companies such as, Sandia National Laboratory, State of Nevada WIC Program and Office of Navajo Economics (ONEO). Performed many special projects, included preparation of budgets, preparation of Cost Accounting Systems including Cost Accounting System Disclosing Statements, CAS cost impact statements. Assigned liaison with DCAA, DCMA and CDCMA, costing system reviews, evaluation of cost proposals, and defective pricing reviews.</div> </div> </div> <div class="section" id="SECTION_HILT539689179" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_ACCM539689183" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM539689183"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_539689183_1_352303521" style="
padding-top:0px;
"> <div class="field singlecolumn" id="539689183FRFM1"> <ul> <li> Hexcel Corporation representative to Aerospace Industries Association (AIA) Cost Principles Committee.</li> <li> Worked with the AIA Committee in recommending a rewrite of 48CFR15 to refine the definition and determination of commercial pricing provisions.</li> <li> The committee recommendations are now part of the current regulations.</li> <li> Developed computer models, using Excel, to provide plant bidding models and corporate home office allocations to plants.</li> <li> Train Government Contracting Plant Controllers in contract accounting and bid processing.</li> <li> American Legion Fernley Post 37 Adjutant for 3 years.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR539689180" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR539689180"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_539689180_1_352303514" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="539689180JTIT1"> Finance Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="539689180JSTD1"> April 2004</span> <span> to </span> <span class="jobdates" format="%B %Y" id="539689180EDDT1"> June 2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="539689180COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="539689180JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="539689180JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="539689180JDES1" itemprop="description"> <ul> <li> Responsible for development/monitoring program budgets; Plan and organize program accounting, review and evaluate costing reports, budget status, leases, contracts, and sub grants to identify problems/trends.</li> <li> Train state accounting staff in auditing of sub grants costing methods.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_539689180_2_352303516" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="539689180JTIT2"> Owner</span> <br/> <span> <span class="jobdates" format="%B %Y" id="539689180JSTD2"> March 2001</span> <span> to </span> <span class="jobdates" format="%B %Y" id="539689180EDDT2"> August 2004</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="539689180COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="539689180JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="539689180JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="539689180JDES2" itemprop="description"> <ul> <li> Auditing of Alameda County Fair Food Vendors conformance to contact terms.</li> <li> Audit included Cash sales reporting and use of undercover shoppers.</li> <li> Reporting included reporting daily sales volume and undercover shopper's findings to Fair Management on over 50 vendors.</li> <li> Sales reports used in determining vendor's final space rental based on Sales Volume.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_539689180_3_352303517" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="539689180JTIT3"> Director</span> <br/> <span> <span class="jobdates" format="%B %Y" id="539689180JSTD3"> January 1988</span> <span> to </span> <span class="jobdates" format="%B %Y" id="539689180EDDT3"> January 2001</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="539689180COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="539689180JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="539689180JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="539689180JDES3" itemprop="description"> <ul> <li> Responsibilities included review of Government contract proposals including supportability of direct cost rates and cost accumulation methods for eight plants.</li> <li> Company negotiation representative to DCAA, CACO, DCMA and Prime contractors in defending contract costing methodologies.</li> <li> Hexcel's Chief Financial Officer representative to plants regarding Government contracting and costing issues.</li> <li> Prior to assuming Director position, I Served two years as manager of contract accounting and proposal preparation on B2 Bomber material manufacturing contracts, three years as manager of corporate home office allocations to divisions and was assigned additional duties as manager of company accounts payable and payroll systems with a staff of eight employees.</li> <li> Resolved $8 million of accounts receivable issues related to sales of B2 Bomber material to Northrop Corporation.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_539689180_4_352303518" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="539689180JTIT4"> Senior and Special Projects Auditor</span> <br/> <span> <span class="jobdates" format="%B %Y" id="539689180JSTD4"> January 1979</span> <span> to </span> <span class="jobdates" format="%B %Y" id="539689180EDDT4"> January 1987</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="539689180COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="539689180JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="539689180JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="539689180JDES4" itemprop="description"> <ul> <li> Performed contractor cost proposal reviews on bids related to materials, service and construction contracts being awarded by REECO under Operations and Maintenance (O&M) contract with Department of Energy (DOE).</li> <li> Performed various operational audits, special project audits and trained junior audit staff members.</li> <li> Assigned as Managing Auditor and negotiator for Construction change orders at the Tonopah Stealth Fighter Training base After completion of construction assigned operation audits supervisor.</li> <li> Operational audits included Salvage Sale Operations, food-purchasing procedures, housing operations.</li> <li> Assigned as REECO liaison to USAF Office Special Investigations (OSI) and DOE-Inspector General on investigations of Hot Line fraud assertions on Tonopah Fighter Training Base.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_539689180_5_352303519" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="539689180JTIT5"> Controller</span> <br/> <span> <span class="jobdates" format="%B %Y" id="539689180JSTD5"> January 1978</span> <span> to </span> <span class="jobdates" format="%B %Y" id="539689180EDDT5"> January 1979</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="539689180COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="539689180JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="539689180JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="539689180JDES5" itemprop="description"> <ul> <li> Performed all controller functions for this privately owned fire company that contracted with several major cities and counties in Arizona and Tennessee.</li> <li> Staff included four accounting personnel for accounts payable, payroll, accounts receivable and general accounting.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_539689180_6_352303520" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="539689180JTIT6"> Controller</span> <br/> <span> <span class="jobdates" format="%B %Y" id="539689180JSTD6"> January 1976</span> <span> to </span> <span class="jobdates" format="%B %Y" id="539689180EDDT6"> January 1977</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="539689180COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="539689180JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="539689180JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="539689180JDES6" itemprop="description"> <ul> <li> Approved by two CPA firms to the ONEO Board to assume Controllers function.</li> <li> Responsibilities included supervision of a computerized Fund Accounting system, streamlining accounting functions and training of reservation residences in operation of the computerized system in accordance with GAAP.</li> <li> Reduced accounting/computer staff from thirty-four to twenty-six employees.</li> <li> Decreased annual audit fee by over 40% by having staff prepare audit schedules.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC539689181" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC539689181"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_539689181_1_352303522" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="539689181DGRE1" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" dependency="STUY" id="539689181STUY1"> Accounting</span> <span> , </span> <span class="jobdates" id="539689181GRYR1"> 1966</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="539689181SCHO1" itemprop="name"> University of Albuquerque</span> <span> - </span> <span class="joblocation jobcity" id="539689181SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="539689181SSTA1"> State</span> <span class="joblocation jobstate" id="539689181SCNT1"> </span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="539689181GRPA1"> Graduated Cum Laude</span> </span> <span class="paddedline"> <span class="field" id="539689181FRFM1"> Accounting Graduated Cum Laude</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL539689184" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL539689184"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_539689184_1_352303525" style="
padding-top:0px;
"> <div class="field singlecolumn" id="539689184FRFM1"> Accounting, general accounting, accounts payable, accounts receivable, Auditing, budgets, budget, contracts, controller, CPA, Financial, Government, grants, home office, Director, Managing, materials, Office, negotiation, negotiator, OSI, payroll, personnel, Prime, proposals, proposal, proposal preparation, purchasing, reporting, Sales, supervisor, supervision</div> </div> </div> <div class="section" id="SECTION_AFIL539689182" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_AFIL539689182"> Professional Affiliations</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_539689182_1_352303524" style="
padding-top:0px;
"> <div class="field singlecolumn" id="539689182FRFM1"> American Legion Department of Nevada Children & Youth Chairman. Developed and implemented Hear Today-Learn Tomorrow program for American Legion Children and Youth Program that supports families help obtain hearing aids for hearing impaired children. Nevada American Legion representative to National Children & Youth Committee. Memberships American Legion Department of Nevada Hear Today-Learn Tomorrow Program Chairman. Associate member of American Bar Association (ABA)until 2002. </div> </div> </div> </div> | FINANCE |
76,454,959 | FINANCE DIRECTOR Executive Profile Dedicated and accomplished Finance Professional with extensive experience in FINANCIAL MANAGEMENT & BUDGETING seeks a management position where I can further enhance the achievement of an organization's objectives and targets. Experience in diverse industries includes financial services, retail, distribution, FORTUNE 500 and BIG 4 companies. Skill Highlights Microsoft Office software (Excel, Word, PowerPoint and Access). Experience with accounting and financial reporting systems including Oracle, JD Edwards and Hyperion. Professional Experience Finance Director , 01/2013 - Current Company Name - City , State Reports directly to the Vice President of Finance and supports the CFO organization with financial and strategic insight. Partners with and supports the SVP of Product & Marketing in the implementation of new product initiatives to the marketplace. Finance representative within the Executive Business Review Committee who provides value-added insight to senior management through financial modeling and analysis. Finance point person that collaborates with and supports the SVP of Sales and his team. Led the design and implementation of a more comprehensive incentive compensation plan that improved sales compensation effectiveness and minimized potential liability exposure to the company. Updates, analyzes and distributes key monthly financial metrics and reporting to business partners. Assists in the development of the annual budget and forecast process. Completes ad-hoc analytic requests as designated by the CFO and the VP of Finance to support senior management decision making. Develops, mentors and trains the Financial Analyst within the team. Finance Manager , 01/2008 - 12/2012 Company Name - City , State Concord & Paypoint) Prepared and managed the annual budget, forecast and strategic long term plan process for the Concord & Paypoint divisions with revenue of $225M. Administered and managed the National Sales compensation plans in a timely and efficient manner in order to accurately pay commissions totaling $4M annually. National Sales representative on the PASO (Product Reporting & Sales Compensation Overhaul) project whose goal was to automate First Data's commission system. Reported to and supported the Vice President of Finance with financial direction. Developed and distributed monthly, quarterly and annual financial reporting to senior management. Responsible for all aspects of the month-end and year-end financial close process. Finance Manager , 04/2005 - 01/2008 Company Name - City , State Cross Sales) Developed and managed the annual budget and forecast process for the Cross Sales division with revenue of $57M. Implemented process improvements including streamlining operations which positively impacted the bottom line by $1M. Supervised staff both directly and indirectly and provided leadership and direction to teams in the New York, Florida and Maryland facilities. Reported to the Senior Director of Finance and supported the Senior Vice President of Sales with a sales force of 300 sales reps. Senior Financial Analyst , 04/2000 - 04/2005 Company Name - City , State Prepared annual budget for the Medical Products division with revenue of $550M. Responsible for all aspects of month and year end financial close. Recipient of numerous Q inside the O (Quality inside Olympus) awards. Financial Analyst , 01/1997 - 04/2000 Company Name - City , State Prepared annual budgets for the Medical and Industrial Products divisions with combined revenue of $380M. Designed and distributed budget vs. actual reporting for 40+ department heads which enabled. improved monitoring and control of their respective budgets. Trained, supervised, and evaluated staff. Financial Analyst , 03/1995 - 01/1997 Company Name - City , State Prepared annual budget with revenue of $55M. Updated and distributed monthly partner's financial summary report. Maintenance of resume/skill/qualification database for a professional staff of 200, which assisted in developing future client proposals. Financial Analyst , 10/1992 - 03/1995 Company Name - City , State Prepared annual budget with revenue of $41M. Maintained payroll for 300 employees. Experience with ADP payroll systems. Trained, supervised, and evaluated staff. Budget Analyst , 12/1990 - 10/1992 Company Name - City , State Public Relations & Special Production) Prepared annual expense budget totaling $6M for 47 Macy's Northeast stores including several high profile events (i.e. the Thanksgiving Day Parade and the 4th of July Fireworks Show). Responsible for carrying out contractual obligations including the preparation and disbursement of appearance fees to various members of the Sports Entertainment Industry (MLB, NFL and NBA). Trained, supervised, and evaluated staff. Education 1 1989 Hofstra University - City , State Bachelor of Arts Economics Economics Skills accounting, ADP payroll, ad, automate, budgets, budget, client, database, decision making, direction, senior
management, senior management, Finance, financial, Financial Analyst, financial modeling, financial reporting, Fireworks, Hyperion, JD Edwards, leadership, Director, Marketing, Access, Excel, Microsoft Office software, PowerPoint, Word, Oracle, payroll, proposals, Public Relations, Quality, reporting, Sales, strategic, year-end | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME501793257" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_501793257_1_327504680" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="501793257FNAM1"> </span> <span> </span> <span class="field" id="501793257LNAM1"> FINANCE DIRECTOR</span> </div> </div> </div> <div class="section" id="SECTION_SUMM501793262" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM501793262"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501793262_1_327504691" style="
padding-top:0px;
"> <div class="field singlecolumn" id="501793262FRFM1"> Dedicated and accomplished Finance Professional with extensive experience in FINANCIAL MANAGEMENT & BUDGETING seeks a management position where I can further enhance the achievement of an organization's objectives and targets. Experience in diverse industries includes financial services, retail, distribution, FORTUNE 500 and BIG 4 companies.</div> </div> </div> <div class="section" id="SECTION_HILT501793263" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT501793263"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501793263_1_327504692" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="501793263SKC11"> Microsoft Office software (Excel, Word, PowerPoint and Access). Experience with accounting and financial reporting systems including Oracle, JD Edwards and Hyperion.</td> <td class="field twocol_2" id="501793263SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM501793431" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_EXPR501793259" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR501793259"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501793259_1_327504682" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501793259JTIT1"> Finance Director</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="501793259JSTD1"> 01/2013</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="501793259EDDT1"> Current</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501793259COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501793259JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="501793259JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="501793259JDES1" itemprop="description"> <ul> <li> Reports directly to the Vice President of Finance and supports the CFO organization with financial and strategic insight.</li> <li> Partners with and supports the SVP of Product & Marketing in the implementation of new product initiatives to the marketplace.</li> <li> Finance representative within the Executive Business Review Committee who provides value-added insight to senior management through financial modeling and analysis.</li> <li> Finance point person that collaborates with and supports the SVP of Sales and his team.</li> <li> Led the design and implementation of a more comprehensive incentive compensation plan that improved sales compensation effectiveness and minimized potential liability exposure to the company.</li> <li> Updates, analyzes and distributes key monthly financial metrics and reporting to business partners.</li> <li> Assists in the development of the annual budget and forecast process.</li> <li> Completes ad-hoc analytic requests as designated by the CFO and the VP of Finance to support senior management decision making.</li> <li> Develops, mentors and trains the Financial Analyst within the team.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501793259_2_327504683" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501793259JTIT2"> Finance Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="501793259JSTD2"> 01/2008</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="501793259EDDT2"> 12/2012</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501793259COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501793259JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="501793259JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="501793259JDES2" itemprop="description"> <ul> <li> Concord & Paypoint) Prepared and managed the annual budget, forecast and strategic long term plan process for the Concord & Paypoint divisions with revenue of $225M.</li> <li> Administered and managed the National Sales compensation plans in a timely and efficient manner in order to accurately pay commissions totaling $4M annually.</li> <li> National Sales representative on the PASO (Product Reporting & Sales Compensation Overhaul) project whose goal was to automate First Data's commission system.</li> <li> Reported to and supported the Vice President of Finance with financial direction.</li> <li> Developed and distributed monthly, quarterly and annual financial reporting to senior management.</li> <li> Responsible for all aspects of the month-end and year-end financial close process.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501793259_3_327504684" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501793259JTIT3"> Finance Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="501793259JSTD3"> 04/2005</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="501793259EDDT3"> 01/2008</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501793259COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501793259JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="501793259JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="501793259JDES3" itemprop="description"> <ul> <li> Cross Sales) Developed and managed the annual budget and forecast process for the Cross Sales division with revenue of $57M.</li> <li> Implemented process improvements including streamlining operations which positively impacted the bottom line by $1M.</li> <li> Supervised staff both directly and indirectly and provided leadership and direction to teams in the New York, Florida and Maryland facilities.</li> <li> Reported to the Senior Director of Finance and supported the Senior Vice President of Sales with a sales force of 300 sales reps.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501793259_4_327504685" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501793259JTIT4"> Senior Financial Analyst</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="501793259JSTD4"> 04/2000</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="501793259EDDT4"> 04/2005</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501793259COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501793259JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="501793259JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="501793259JDES4" itemprop="description"> <ul> <li> Prepared annual budget for the Medical Products division with revenue of $550M.</li> <li> Responsible for all aspects of month and year end financial close.</li> <li> Recipient of numerous Q inside the O (Quality inside Olympus) awards.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501793259_5_327504686" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501793259JTIT5"> Financial Analyst</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="501793259JSTD5"> 01/1997</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="501793259EDDT5"> 04/2000</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501793259COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501793259JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="501793259JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="501793259JDES5" itemprop="description"> <ul> <li> Prepared annual budgets for the Medical and Industrial Products divisions with combined revenue of $380M.</li> <li> Designed and distributed budget vs.</li> <li> actual reporting for 40+ department heads which enabled.</li> <li> improved monitoring and control of their respective budgets.</li> <li> Trained, supervised, and evaluated staff.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501793259_6_327504687" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501793259JTIT6"> Financial Analyst</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="501793259JSTD6"> 03/1995</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="501793259EDDT6"> 01/1997</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501793259COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501793259JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="501793259JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="501793259JDES6" itemprop="description"> <ul> <li> Prepared annual budget with revenue of $55M.</li> <li> Updated and distributed monthly partner's financial summary report.</li> <li> Maintenance of resume/skill/qualification database for a professional staff of 200, which assisted in developing future client proposals.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501793259_7_327504688" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501793259JTIT7"> Financial Analyst</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="501793259JSTD7"> 10/1992</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="501793259EDDT7"> 03/1995</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501793259COMP7" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501793259JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="501793259JSTA7" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="501793259JDES7" itemprop="description"> <ul> <li> Prepared annual budget with revenue of $41M.</li> <li> Maintained payroll for 300 employees.</li> <li> Experience with ADP payroll systems.</li> <li> Trained, supervised, and evaluated staff.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501793259_8_327504689" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501793259JTIT8"> Budget Analyst</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="501793259JSTD8"> 12/1990</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="501793259EDDT8"> 10/1992</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501793259COMP8" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501793259JCIT8" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="501793259JSTA8" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="501793259JDES8" itemprop="description"> <ul> <li> Public Relations & Special Production) Prepared annual expense budget totaling $6M for 47 Macy's Northeast stores including several high profile events (i.e.</li> <li> the Thanksgiving Day Parade and the 4th of July Fireworks Show).</li> <li> Responsible for carrying out contractual obligations including the preparation and disbursement of appearance fees to various members of the Sports Entertainment Industry (MLB, NFL and NBA).</li> <li> Trained, supervised, and evaluated staff.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC501793260" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC501793260"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501793260_1_327504690" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobdates eduDate" id="501793260GRYR1"> 1 1989</span> <span> </span> <span class="companyname companyname_educ" id="501793260SCHO1" itemprop="name"> Hofstra University</span> <span> - </span> <span class="joblocation jobcity" id="501793260SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="501793260SSTA1"> State</span> <span class="joblocation jobstate" id="501793260SCNT1"> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="501793260DGRE1" itemprop="name"> Bachelor of Arts</span> <span> </span> <span class="programline" id="501793260STUY1"> Economics</span> </span> <span class="paddedline"> <span class="field" id="501793260FRFM1"> Economics</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL501793265" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL501793265"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501793265_1_327504695" style="
padding-top:0px;
"> <div class="field singlecolumn" id="501793265FRFM1"> accounting, ADP payroll, ad, automate, budgets, budget, client, database, decision making, direction, senior
management, senior management, Finance, financial, Financial Analyst, financial modeling, financial reporting, Fireworks, Hyperion, JD Edwards, leadership, Director, Marketing, Access, Excel, Microsoft Office software, PowerPoint, Word, Oracle, payroll, proposals, Public Relations, Quality, reporting, Sales, strategic, year-end</div> </div> </div> </div> | FINANCE |
11,441,764 | FINANCE MANAGER Summary Pro-active, results-oriented, deadline driven with broad experience in all aspects of accounting and financial management. Solid planning and organizational skills in coordinating all aspects of each project from inception through completion. Sees the big picture and plans appropriate strategies to achieve results. Well disciplined with proven ability to manage multiple assignments efficiently under extreme pressure while meeting tight deadline schedules. Strong team builder and facilitator, creates an atmosphere that encourages individual growth among accounting professionals while maximizing their potential and production. Ascertains needs and goals, streamlines existing operations, envisions new concepts and looks for areas of improvement while following through with development and direction. Clearly and effectively communicates direction, commits people to action with timelines, and transforms complex information into easily understood formats. Highlights SAP, Dynamics AX, AS400, SBT, IFRS, JD Edwards, MAS90, Great Plains and Quickbooks. Access, SAS and SQL. MS Office including Excel 2010, 2007 and 2003. UltiPro, ADP, Report Smith, E-Time Heavy, TimeSaver, EZLabor and EasyPay. Comprehensive experience in Organizational Re-Engineering Inventory Control/Purchasing Reporting/Process Improvement Financial Management/Analysis Quarterly/Year-End Audit Budget & Forecasting Preparation/Administration General Accounting/HR/Payroll Staff Management Business Analysis GAAP/JSOX/ISO/SOX Experience Finance Manager , 12/2011 to 05/2014 Company Name - City , State Provide financial reports for three plants in the region. Manage day to day operations to include overseeing all accounting functions, procurement, annual budget forecast, payroll and complying with SOX. Work with corporate HR in regards to plant personnel and suggest personnel changes in the plant along with other necessary changes to create a corporate environment from the prior family owned company feel. Manage all aspects of Supply Chain Developed and implemented purchasing, operations, logistics and production systems Manage vendor and supplier contracts Introduced Lean Manufacturing practices Manage billing and HR functions. Accounting Manager , 12/2008 to 07/2011 Company Name - City , State Overall authority for the global intercompany operations of the organization, budget preparation and administration, audit, accounting, monthly closing of books, account reconciliation, and journal entry adjustments. Prepared monthly, quarterly and annual reports summarizing the business activities. Developed trend and balance sheet analysis; accounts receivable and aging reports. Maintained audit reports to ensure a smooth quarterly and year-end audit. Supervised and lead support staff of up to 4. Created new global policies to help streamline the inter-company reconciliation process. Introduced monthly team meetings to enhance team environment, review projects and provide training. Recommended a cross-training project to include written documentation of all processes. Corporate Controller , 03/2008 to 12/2008 Company Name - City , State Restructured the accounting department to create a strong team of 6 rect reports to handle an SAP implementation and go live. Challenged to lead a 20 year old manufacturing company away from old habits and into an updated more controlled accounting environment. Implemented internal controls in areas of required purchase orders with authorized approvals, travel and expense review with limits, including D&B checks for setting customer credit limits, creating reorder points to avoid excessive inventory on hand, paying within terms for a discount and working with purchasing to get price discounts from vendors. Responsible for the financial reporting of three plants combined average 80 million in sales annually. Business process owner for SAP software implementation. Headed the quarterly bank audit. Cost Accountant , 01/2007 to 01/2008 Company Name - City , State Managed all financials for printing company and reported directly to controller in another state. Prepared analysis, month-end financials and other reports as requested by corporate. Reviewed variances and explained variances to plant managers. Provided daily support to plant management team including analyzing data to initiate improvements and cost savings. Prepared monthly management meeting slides showing variances and margins which needed to be discussed. Established internal controls to achieve compliance with Sarbanes Oxley. Assisted in the monthly and yearly forecasting process including the creation of the budget. Implemented inventory and asset review to insure accurate and complete accounting data for job costs and overhead. Supply Specialist , 01/1999 to 01/2007 Company Name - City , State Maintained accurate inventory for over 180 line items. Helped prepare over $500,000 worth of equipment and supplies from de-commissioned ships for warehouse turn-in. Education Bachelor of Science : Accounting , 2006 University of Phoenix - City , State Master of Business Administration : Business , 2010 UNIVERSITY OF PHOENIX - City , State Also attended Wright State University, Sinclair Community College and Columbus State prior to finishing BA Skills account reconciliation, accounting, accounts receivable, go live, streamline, ADP, AS400, BA, balance sheet, billing, budget preparation, budget, Business process, closing, contracts, controller, credit, documentation, financials, financial, financial reporting, forecasting, Great Plains, HR, inventory, JD Edwards, logistics, MAS90, meetings, Access, Excel, MS Office, payroll, personnel, policies, processes, procurement, purchasing, Quickbooks, sales, SAP, Sarbanes Oxley, SAS, SBT, SQL, Supply Chain, trend, written, annual reports, year-end | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME489503453" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_489503453_1_319196355" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="489503453FNAM1"> </span> <span> </span> <span class="field" id="489503453LNAM1"> FINANCE MANAGER</span> </div> <div class="botBorder"> </div> </div> </div> <div class="section" id="SECTION_SUMM489503455" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM489503455"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_489503455_1_319193842" style="
padding-top:0px;
"> <div class="field singlecolumn txtLeft" id="489503455FRFM1"> <p align="LEFT"> Pro-active, results-oriented, deadline driven with broad experience in all aspects of accounting and financial management. Solid planning and organizational skills in coordinating all aspects of each project from inception through completion. Sees the big picture and plans appropriate strategies to achieve results. Well disciplined with proven ability to manage multiple assignments efficiently under extreme pressure while meeting tight deadline schedules. Strong team builder and facilitator, creates an atmosphere that encourages individual growth among accounting professionals while maximizing their potential and production. Ascertains needs and goals, streamlines existing operations, envisions new concepts and looks for areas of improvement while following through with development and direction. Clearly and effectively communicates direction, commits people to action with timelines, and transforms complex information into easily understood formats. </p> </div> </div> </div> <div class="section" id="SECTION_HILT489503456" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT489503456"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_489503456_1_319193843" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="489503456SKC11"> <p align="LEFT"> SAP, Dynamics AX, AS400, SBT, IFRS, JD Edwards, MAS90, Great Plains and Quickbooks. Access, SAS and SQL. MS Office including Excel 2010, 2007 and 2003. UltiPro, ADP, Report Smith, E-Time Heavy, TimeSaver, EZLabor and EasyPay.</p> </td> <td class="field twocol_2" id="489503456SKC21"> <ul> <li> Comprehensive experience in Organizational Re-Engineering</li> <li> Inventory Control/Purchasing</li> <li> Reporting/Process</li> <li> Improvement Financial </li> <li> Management/Analysis </li> <li> Quarterly/Year-End Audit </li> <li> Budget & Forecasting </li> <li> Preparation/Administration </li> <li> General Accounting/HR/Payroll </li> <li> Staff Management </li> <li> Business Analysis </li> <li> GAAP/JSOX/ISO/SOX</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR489503457" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR489503457"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_489503457_1_319193830" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="489503457JTIT1"> Finance Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="489503457JSTD1"> 12/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="489503457EDDT1"> 05/2014</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="489503457COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="489503457JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="489503457JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="489503457JDES1" itemprop="description"> <ul> <li> Provide financial reports for three plants in the region.</li> <li> Manage day to day operations to include overseeing all accounting functions, procurement, annual budget forecast, payroll and complying with SOX.</li> <li> Work with corporate HR in regards to plant personnel and suggest personnel changes in the plant along with other necessary changes to create a corporate environment from the prior family owned company feel.</li> <li> Manage all aspects of Supply Chain Developed and implemented purchasing, operations, logistics and production systems Manage vendor and supplier contracts Introduced Lean Manufacturing practices Manage billing and HR functions.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_489503457_2_319193831" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="489503457JTIT2"> Accounting Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="489503457JSTD2"> 12/2008</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="489503457EDDT2"> 07/2011</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="489503457COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="489503457JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="489503457JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="489503457JDES2" itemprop="description"> <ul> <li> Overall authority for the global intercompany operations of the organization, budget preparation and administration, audit, accounting, monthly closing of books, account reconciliation, and journal entry adjustments.</li> <li> Prepared monthly, quarterly and annual reports summarizing the business activities.</li> <li> Developed trend and balance sheet analysis; accounts receivable and aging reports.</li> <li> Maintained audit reports to ensure a smooth quarterly and year-end audit.</li> <li> Supervised and lead support staff of up to 4.</li> <li> Created new global policies to help streamline the inter-company reconciliation process.</li> <li> Introduced monthly team meetings to enhance team environment, review projects and provide training.</li> <li> Recommended a cross-training project to include written documentation of all processes.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_489503457_3_319193832" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="489503457JTIT3"> Corporate Controller</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="489503457JSTD3"> 03/2008</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="489503457EDDT3"> 12/2008</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="489503457COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="489503457JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="489503457JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="489503457JDES3" itemprop="description"> <ul> <li> Restructured the accounting department to create a strong team of 6 rect reports to handle an SAP implementation and go live.</li> <li> Challenged to lead a 20 year old manufacturing company away from old habits and into an updated more controlled accounting environment.</li> <li> Implemented internal controls in areas of required purchase orders with authorized approvals, travel and expense review with limits, including D&B checks for setting customer credit limits, creating reorder points to avoid excessive inventory on hand, paying within terms for a discount and working with purchasing to get price discounts from vendors.</li> <li> Responsible for the financial reporting of three plants combined average 80 million in sales annually.</li> <li> Business process owner for SAP software implementation.</li> <li> Headed the quarterly bank audit.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_489503457_4_319193833" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="489503457JTIT4"> Cost Accountant</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="489503457JSTD4"> 01/2007</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="489503457EDDT4"> 01/2008</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="489503457COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="489503457JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="489503457JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="489503457JDES4" itemprop="description"> <ul> <li> Managed all financials for printing company and reported directly to controller in another state.</li> <li> Prepared analysis, month-end financials and other reports as requested by corporate.</li> <li> Reviewed variances and explained variances to plant managers.</li> <li> Provided daily support to plant management team including analyzing data to initiate improvements and cost savings.</li> <li> Prepared monthly management meeting slides showing variances and margins which needed to be discussed.</li> <li> Established internal controls to achieve compliance with Sarbanes Oxley.</li> <li> Assisted in the monthly and yearly forecasting process including the creation of the budget.</li> <li> Implemented inventory and asset review to insure accurate and complete accounting data for job costs and overhead.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_489503457_5_319193835" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="489503457JTIT5"> Supply Specialist</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="489503457JSTD5"> 01/1999</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="489503457EDDT5"> 01/2007</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="489503457COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="489503457JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="489503457JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="489503457JDES5" itemprop="description"> <ul> <li> Maintained accurate inventory for over 180 line items.</li> <li> Helped prepare over $500,000 worth of equipment and supplies from de-commissioned ships for warehouse turn-in.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC489503458" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC489503458"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_489503458_1_319193838" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="489503458DGRE1" itemprop="name"> Bachelor of Science</span> <span> :</span> <span class="programline" dependency="STUY" id="489503458STUY1"> Accounting</span> <span> ,</span> <span class="jobdates" id="489503458GRYR1"> 2006</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="489503458SCHO1" itemprop="name"> University of Phoenix</span> <span> - </span> <span class="joblocation jobcity" id="489503458SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="489503458SSTA1"> State</span> <span class="joblocation jobstate" id="489503458SCNT1"> </span> </span> <span class="paddedline txtLeft"> <span class="field" id="489503458FRFM1"> <br/> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_489503458_2_319193836" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="489503458DGRE2" itemprop="name"> Master of Business Administration</span> <span> :</span> <span class="programline" dependency="STUY" id="489503458STUY2"> Business</span> <span> ,</span> <span class="jobdates" id="489503458GRYR2"> 2010</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="489503458SCHO2" itemprop="name"> UNIVERSITY OF PHOENIX</span> <span> - </span> <span class="joblocation jobcity" id="489503458SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="489503458SSTA2"> State</span> <span class="joblocation jobstate" id="489503458SCNT2"> </span> </span> <span class="paddedline txtLeft"> <span class="field" id="489503458FRFM2"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_489503458_3_319193839" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="489503458DGRE3" itemprop="name"> Also attended Wright State University, Sinclair Community College and Columbus State prior to finishing BA</span> <span class="programline" dependency="STUY" id="489503458STUY3"> </span> <span class="jobdates" id="489503458GRYR3"> </span> </span> <span class="paddedline txtLeft"> <span class="field" id="489503458FRFM3"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL489503466" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL489503466"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_489503466_1_319193844" style="
padding-top:0px;
"> <div class="field singlecolumn txtLeft" id="489503466FRFM1"> <p align="LEFT"> account reconciliation, accounting, accounts receivable, go live, streamline, ADP, AS400, BA, balance sheet, billing, budget preparation, budget, Business process, closing, contracts, controller, credit, documentation, financials, financial, financial reporting, forecasting, Great Plains, HR, inventory, JD Edwards, logistics, MAS90, meetings, Access, Excel, MS Office, payroll, personnel, policies, processes, procurement, purchasing, Quickbooks, sales, SAP, Sarbanes Oxley, SAS, SBT, SQL, Supply Chain, trend, written, annual reports, year-end</p> </div> </div> </div> </div> | FINANCE |
24,411,323 | FINANCE MANAGER Summary Top
performing Individual with
a consistent track record of surpassing sales goals and meeting
objections. Extensive sales experience in the retail and customer
service industry specializing in auto sales. An innovative manager who has lead a cohesive sales team in consistently achieving aggressive stretch goals with unique abilities in making decisions and problem solving. Highlights Excellent Communication Contracts and Negotiations Cross-Cultural Sales Background Marketing Leadership & Management Bi-lingual Accomplishments Exceeded Sales goals by 40 % on a monthly basis, which led to promotion to Finance Manager in 4 months. Managed a successful sales team of 12 members who consistently exceeded sales goals by 20% each month. Experience Finance Manager 11/2010 to 01/2015 Company Name City , State Understands automobiles by studying characteristics, capabilities, and features; comparing and contrasting competitive models; inspecting automobiles. Develops buyers by maintaining rapport with previous customers; suggesting trade- ins; meeting prospects at community activities; greeting drop-ins; responding to inquiries; recommending sales campaigns and promotions. Closes sales by overcoming objections; asking for sales; negotiating price; completing sales or purchase contracts; explaining provisions; explaining and offering warranties, services, and financing; collects payment; delivers autos. Continuously seeking new lending institutions and maintained good working relationships to secure competitive interest rates and financing programs. Finance Manager 11/2015 to 08/2016 Company Name City , State Negotiated and reviewed business contracts and financial models with profitability and financial success in mind. H ands-on negotiations with clients. Secured loans for customers Finance Manager 02/2015 to 08/2015 Company Name City , State Responsible for maintaining good working relationships with lenders to secure competitive interest rates and financing programs. Offering vehicle financing to customers and providing them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies. Processing financing and leasing deals accurately and securing approval through financial sources to secure approval and through the proper federal, state and corporate channels. CNA 01/2003 to 07/2010 Company Name City , State Performed patient care in a long term, geriatric care Hospice and terminally ill care of. patients and family Daily care of 13 bed unit Bathing and care of patients. Charted and. documented activities as well as working in teams with doctors, and. ancillary personnel. Education Certificate : Finance & Automotive Insurance 2014 UDS City , State Skills automobiles, Bi, competitive, contracts, features, financing, financial, Hospice, inspecting, Leadership, Marketing, negotiating, Negotiation, Bathing, patient care, personnel, policies, rapport, Sales | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME834504230" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_834504230_1_543760318" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="834504230FNAM1"> </span> <span> </span> <span class="field lName" id="834504230LNAM1"> FINANCE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM834504234" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM834504234"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834504234_1_543764457" style="
padding-top:0px;
"> <div class="field singlecolumn" id="834504234FRFM1"> Top
performing Individual with
a consistent track record of surpassing sales goals and meeting
objections. Extensive sales experience in the retail and customer
service industry specializing in auto sales. An innovative manager<span class=""> who has lead a cohesive sales team in consistently achieving aggressive stretch goals with unique abilities in making decisions and problem solving.</span> </div> </div> </div> <div class="section" id="SECTION_HILT834504235" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT834504235"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834504235_1_543762741" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="834504235SKC11"> <ul> <li> Excellent Communication</li> <li> Contracts and Negotiations</li> <li> Cross-Cultural Sales Background </li> </ul> </td> <td class="field twocol_2" id="834504235SKC21"> <ul> <li> Marketing</li> <li> Leadership & Management</li> <li> Bi-lingual</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM834504658" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM834504658"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834504658_1_543766745" style="
padding-top:0px;
"> <div class="field singlecolumn" id="834504658FRFM1"> <span class=""> Exceeded Sales goals by <font color="#000" style="color: rgb(0, 0, 0);"> 40</font> % on a monthly basis, which led to promotion to Finance Manager in 4 months. <span class=""> Managed a successful sales team of <font color="#000" style="color: rgb(0, 0, 0);"> 12</font> members who consistently exceeded sales goals by <font color="#0000ff"> 20%</font> each month. </span> </span> </div> </div> </div> <div class="section" id="SECTION_EXPR834504232" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR834504232"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834504232_1_543760322" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="834504232JTIT1"> Finance Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="834504232JSTD1"> 11/2010</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="834504232EDDT1"> 01/2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="834504232COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="834504232JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="834504232JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="834504232JDES1" itemprop="description"> <ul> <li> Understands automobiles by studying characteristics, capabilities, and features; comparing and contrasting competitive models; inspecting automobiles.</li> <li> Develops buyers by maintaining rapport with previous customers; suggesting trade- ins; meeting prospects at community activities; greeting drop-ins; responding to inquiries; recommending sales campaigns and promotions.</li> <li> Closes sales by overcoming objections; asking for sales; negotiating price; completing sales or purchase contracts; explaining provisions; explaining and offering warranties, services, and financing; collects payment; delivers autos.</li> <li> Continuously seeking new lending institutions and maintained good working relationships to secure competitive interest rates and financing programs.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_834504232_2_543760320" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="834504232JTIT2"> Finance Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="834504232JSTD2"> 11/2015</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="834504232EDDT2"> 08/2016</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="834504232COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="834504232JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="834504232JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="834504232JDES2" itemprop="description"> <span class=""> Negotiated and reviewed business contracts and financial models with profitability and financial success in mind. H</span> <span class=""> ands-on negotiations with clients. </span> <span class=""> Secured loans for customers</span> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_834504232_3_543760321" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="834504232JTIT3"> Finance Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="834504232JSTD3"> 02/2015</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="834504232EDDT3"> 08/2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="834504232COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="834504232JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="834504232JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="834504232JDES3" itemprop="description"> <ul> <li> Responsible for maintaining good working relationships with lenders to secure competitive interest rates and financing programs.</li> <li> Offering vehicle financing to customers and providing them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies.</li> <li> Processing financing and leasing deals accurately and securing approval through financial sources to secure approval and through the proper federal, state and corporate channels.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_834504232_4_543760323" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="834504232JTIT4"> CNA</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="834504232JSTD4"> 01/2003</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="834504232EDDT4"> 07/2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="834504232COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="834504232JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="834504232JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="834504232JDES4" itemprop="description"> <ul> <li> Performed patient care in a long term, geriatric care Hospice and terminally ill care of.</li> <li> patients and family Daily care of 13 bed unit Bathing and care of patients.</li> <li> Charted and.</li> <li> documented activities as well as working in teams with doctors, and.</li> <li> ancillary personnel.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC834504236" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC834504236"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834504236_1_543767852" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="834504236DGRE1" itemprop="name"> Certificate</span> <span> : </span> <span class="programline" id="834504236STUY1"> Finance & Automotive Insurance</span> <span class="datesWrapper"> <span class="jobdates" id="834504236GRYR1"> 2014</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="834504236SCHO1" itemprop="name"> UDS</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="834504236SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="834504236SSTA1"> State</span> <span class="joblocation eduCountry" id="834504236SCNT1"> </span> </span> </span> <span class="paddedline"> <span class="field" id="834504236FRFM1"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL834504233" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL834504233"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834504233_1_543760324" style="
padding-top:0px;
"> <div class="field singlecolumn" id="834504233FRFM1"> automobiles, Bi, competitive, contracts, features, financing, financial, Hospice, inspecting, Leadership, Marketing, negotiating, Negotiation, Bathing, patient care, personnel, policies, rapport, Sales</div> </div> </div> </div> | FINANCE |
33,685,988 | FINANCE OFFICER Summary Competent and reliable professional, committed to excellence with proven team leading and team building skills, who sees challenges as an opportunity to grow and develop. Ability to lead a team of people from diverse backgrounds, by communicating clear goals and objectives, and understanding and resolving the needs of the team to ensure that targets are met. Responsible, analytical, results oriented, effective, efficient and flexible work attitude which aims to achieve and surpass set goals. Highly confidential, honest, pro-active individual who operates with integrity in all aspects of life, possessing expertise in Accounting, Supervisory Management and Training skills. Highlights ACCPAC accounting skills Analytical reasoning Budget analysis Account reconciliations Accomplishments Liaised with the BPI Team in investigating and understanding the nature of most of the errors on the Savings & IP Schedules thus enabling me to clear most of the items Successfully streamlined daily reconciliations in order to identify reconciling items & errors and clear them in a timely manner Achieved set targets and contributed to the overall attainment of the department and company's goalsTrained staff regarding standard operating procedures Resolved differences between team members and ensured an atmosphere of unity and respect Maintained dialog with customers in order to promote the company's sales & to develop a good rapport with the customers Organize and streamlined the routine procedures for the sales representatives Ensured that both monthly & annual Returns prepared and submitted a timely manner Experience Finance Officer May 2011 to January 2016 Company Name - City , State G/L Reporting & Preparation of Audit Schedules Daily General Ledger postings and accounting journals for: Investigated and put together Savings & Interest Payable Reconciliations to show the aggregate net savings and liabilities position of the organization year to date Staff Loans & Statutory Deductions Investment Accounting Compiled, analyzed and prepared Interest Income, and Price Volume Budget Analysis to assist the Budget Analyst in gaining a comprehensive depiction of the actual interest derived from investments on a monthly and year to date basis in comparison to the budgeted figures Gathered information for Accretion & Amortization Schedules to determine bonds that are tax exempted Accomplishments Liaised with the BPI Team in investigating and understanding the nature of most of the errors on the Savings & IP Schedules thus enabling me to clear most of the items Successfully streamlined daily reconciliations in order to identify reconciling items & errors and clear them in a timely manner. Payroll Assistant November 2010 to December 2010 Company Name - City , State Preparation of Bank reconciliations. Accomplishments. Ensured that bank reconciliations were prepared in a timely manner and outstanding items were effectively researched and cleared promptly. Accounts Officer January 2007 to January 2009 Company Name - City , State Daily General Ledger postings and accounting journals for bank reconciliations Analyzing and implementing procedures to resolve unreconciled items on assigned bank accounts Prepared scheduled reports with Cash Flow Statements Accomplishments Achieved set targets and contributed to the overall attainment of the department and company's goals. Supervisor & Senior Accounts Clerk January 1997 to January 2007 Company Name - City , State Supervised a staff of eleven persons. Regular scheduled inventory updates and reconciliations each month Prepared Payroll for weekly and monthly staff using Turbo Pay software Daily scheduled directives for inventory to deliver island wide Accomplishments Trained staff regarding standard operating procedures Resolved differences between team members and ensured an atmosphere of unity and respect Maintained dialogue with customers in order to promote the company's sales & to develop a good rapport with the customers Organize and streamlined the routine procedures for the sales representatives Ensured that both monthly & annual Returns prepared and submitted a timely manner. Education Bachelor of Science Degree : Business Administration Finance , 2009 Northern Caribbean University - City , JAMAICA Business Administration Finance Certificate of Management Studies
St. Hugh's High School
Sixth form Business Certificate : 2002 University of the West Indies - City , JAMAICA W.I. Interests Reading Additional Information Reading Skills Bank reconciliations, Analysis, bonds, Budget Analysis, Cash Flow, General Ledger, inventory, investments, Interest Payable & Savings, Payroll, Schedules, Sales, Customer Service | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME753691485" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_753691485_1_488380417" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="753691485FNAM1"> </span> <span> </span> <span class="field" id="753691485LNAM1"> FINANCE OFFICER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM753691487" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM753691487"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_753691487_1_488380430" style="padding-top:0px;"> <div class="field singlecolumn" id="753691487FRFM1"> Competent and reliable professional, committed to excellence with proven team leading and team building skills, who sees challenges as an opportunity to grow and develop. Ability to lead a team of people from diverse backgrounds, by communicating clear goals and objectives, and understanding and resolving the needs of the team to ensure that targets are met. Responsible, analytical, results oriented, effective, efficient and flexible work attitude which aims to achieve and surpass set goals. Highly confidential, honest, pro-active individual who operates with integrity in all aspects of life, possessing expertise in Accounting, Supervisory Management and Training skills.</div> </div> </div> <div class="section" id="SECTION_HILT753691488" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT753691488"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_753691488_1_488381267" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="753691488SKC11"> <ul> <li> ACCPAC accounting skills</li> <li> Analytical reasoning</li> <li> Budget analysis</li> <li> Account reconciliations</li> </ul> </td> <td class="field twocol_2 charspace" id="753691488SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM753691681" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM753691681"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_753691681_1_488381770" style="padding-top:0px;"> <div class="field singlecolumn" id="753691681FRFM1"> <p align="LEFT"> Liaised with the BPI Team in investigating and understanding the nature of most of the errors on the Savings & IP Schedules thus enabling me to clear most of the items </p> <p align="LEFT"> Successfully streamlined daily reconciliations in order to identify reconciling items & errors and clear them in a timely manner</p> <p align="LEFT"> Achieved set targets and contributed to the overall attainment of the department and company's goalsTrained staff regarding standard operating procedures</p> <p align="LEFT"> Resolved differences between team members and ensured an atmosphere of unity and respect</p> <p align="LEFT"> Maintained dialog with customers in order to promote the company's sales & to develop a good rapport with the customers</p> <p align="LEFT"> Organize and streamlined the routine procedures for the sales representatives</p> <p align="LEFT"> Ensured that both monthly & annual Returns prepared and submitted a timely manner</p> </div> </div> </div> <div class="section" id="SECTION_EXPR753691489" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR753691489"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_753691489_1_488380420" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="753691489JTIT1"> Finance Officer</span> <br/> <span> <span class="jobdates" format="%B %Y" id="753691489JSTD1"> May 2011</span> <span> to </span> <span class="jobdates" format="%B %Y" id="753691489EDDT1"> January 2016</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="753691489COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="753691489JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="753691489JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="753691489JDES1" itemprop="description"> <ul> <li> G/L Reporting & Preparation of Audit Schedules Daily General Ledger postings and accounting journals for: Investigated and put together Savings & Interest Payable Reconciliations to show the aggregate net savings and liabilities position of the organization year to date Staff Loans & Statutory Deductions Investment Accounting Compiled, analyzed and prepared Interest Income, and Price Volume Budget Analysis to assist the Budget Analyst in gaining a comprehensive depiction of the actual interest derived from investments on a monthly and year to date basis in comparison to the budgeted figures Gathered information for Accretion & Amortization Schedules to determine bonds that are tax exempted Accomplishments Liaised with the BPI Team in investigating and understanding the nature of most of the errors on the Savings & IP Schedules thus enabling me to clear most of the items Successfully streamlined daily reconciliations in order to identify reconciling items & errors and clear them in a timely manner.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_753691489_2_488380421" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="753691489JTIT2"> Payroll Assistant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="753691489JSTD2"> November 2010</span> <span> to </span> <span class="jobdates" format="%B %Y" id="753691489EDDT2"> December 2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="753691489COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="753691489JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="753691489JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="753691489JDES2" itemprop="description"> <ul> <li> Preparation of Bank reconciliations.</li> <li> Accomplishments.</li> <li> Ensured that bank reconciliations were prepared in a timely manner and outstanding items were effectively researched and cleared promptly.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_753691489_3_488380422" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="753691489JTIT3"> Accounts Officer</span> <br/> <span> <span class="jobdates" format="%B %Y" id="753691489JSTD3"> January 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="753691489EDDT3"> January 2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="753691489COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="753691489JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="753691489JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="753691489JDES3" itemprop="description"> <ul> <li> Daily General Ledger postings and accounting journals for bank reconciliations Analyzing and implementing procedures to resolve unreconciled items on assigned bank accounts Prepared scheduled reports with Cash Flow Statements Accomplishments Achieved set targets and contributed to the overall attainment of the department and company's goals.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_753691489_4_488380423" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="753691489JTIT4"> Supervisor & Senior Accounts Clerk</span> <br/> <span> <span class="jobdates" format="%B %Y" id="753691489JSTD4"> January 1997</span> <span> to </span> <span class="jobdates" format="%B %Y" id="753691489EDDT4"> January 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="753691489COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="753691489JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="753691489JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="753691489JDES4" itemprop="description"> <ul> <li> Supervised a staff of eleven persons.</li> <li> Regular scheduled inventory updates and reconciliations each month Prepared Payroll for weekly and monthly staff using Turbo Pay software Daily scheduled directives for inventory to deliver island wide Accomplishments Trained staff regarding standard operating procedures Resolved differences between team members and ensured an atmosphere of unity and respect Maintained dialogue with customers in order to promote the company's sales & to develop a good rapport with the customers Organize and streamlined the routine procedures for the sales representatives Ensured that both monthly & annual Returns prepared and submitted a timely manner.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC753691490" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC753691490"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_753691490_1_488380426" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="753691490DGRE1" itemprop="name"> Bachelor of Science Degree</span> <span> : </span> <span class="programline" dependency="STUY" id="753691490STUY1"> Business Administration Finance</span> <span> , </span> <span class="jobdates" id="753691490GRYR1"> 2009</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="753691490SCHO1" itemprop="name"> Northern Caribbean University</span> <span> - </span> <span class="joblocation jobcity" id="753691490SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="753691490SSTA1"> </span> <span class="joblocation jobstate" id="753691490SCNT1"> JAMAICA</span> </span> <span class="paddedline"> <span class="field" id="753691490FRFM1"> <p align="LEFT"> Business Administration Finance</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_753691490_2_488380428" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="753691490DGRE2" itemprop="name"> Certificate of Management Studies
St. Hugh's High School
Sixth form Business Certificate</span> <span> : </span> <span class="programline" dependency="STUY" id="753691490STUY2"> </span> <span class="jobdates" id="753691490GRYR2"> 2002</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="753691490SCHO2" itemprop="name"> University of the West Indies</span> <span> - </span> <span class="joblocation jobcity" id="753691490SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="753691490SSTA2"> </span> <span class="joblocation jobstate" id="753691490SCNT2"> JAMAICA W.I.</span> </span> <span class="paddedline"> <span class="field" id="753691490FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_INTR753691493" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_INTR753691493"> Interests</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_753691493_1_488380432" style="padding-top:0px;"> <div class="field singlecolumn" id="753691493FRFM1"> Reading</div> </div> </div> <div class="section" id="SECTION_AFIL753691491" style="padding-top:0px;"> </div> <div class="section" id="SECTION_ADDI753691495" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ADDI753691495"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_753691495_1_488380435" style="padding-top:0px;"> <div class="field singlecolumn" id="753691495FRFM1"> <ul> <li> Reading</li> </ul> </div> </div> </div> <div class="section" id="SECTION_SKLL753691494" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL753691494"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_753691494_1_488380433" style="padding-top:0px;"> <div class="field singlecolumn" id="753691494FRFM1"> <p align="LEFT"> Bank reconciliations, Analysis, bonds, Budget Analysis, Cash Flow, General Ledger, inventory, investments, Interest Payable & Savings, Payroll, Schedules, Sales, Customer Service</p> </div> </div> </div> </div> | FINANCE |
62,850,928 | MANAGER, FINANCE Summary Strategic and analytical finance and accounting professional with 15 years + experience of success in financial analysis, budget preparation and financial reporting. Very detail oriented and experienced in grant management, general ledger reconciliation, management and team- building skills. Highlights Budget Preparation Variance analysis Forecasting & Cash Flow Analysis Financial reporting Superior time management Management & Supervision Proficient in Prophix General ledger accounting aptitude Certified Public Finance Officer Accomplishments Budgeting Extensive experience with preparing, analyzing and reporting for various types of budgets. Subject matter expert for the development and installation of new budgeting software, Prophix. Auditing Experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations. Accounting Skills Reconcile various general ledger accounts, explain variances and prepare reports for review with departments on a monthly basis. Experience Manager, Finance Dec 2007 to Current Company Name - City , State Prepare and analyze annual operating budget schedules for all business units Prepare monthly cash flow reports and analysis of data Perform monthly reconciliations on various general ledger accounts Manage the cash management, banking and treasury functions Manage debt management and compliance Monitors for compliance with EMMA, bond covenants and bond requirements Conduct training for the operating budget software Serve as Financial Advisor for budget data Maintain Prophix database of operating budget and account line item details Supervise, train and appraise Staff Accountant and Financial Analyst Monitor and evaluate federal grants and spending of grant allocations in excess of $15 million dollars annually Manages and coordinates the Passenger Facility Charge Program Preparation of Single Audit - Schedule of Federal Awards on an annual basis Prepare annual reporting for DEA receipts and expenditures to Department of Justice Maintained database of Capital Projects and Expenditures Prepared payroll and benefit budgets Prepared commercial paper schedules and entries as required to record monthly transaction entries and perform fee analysis Prepared and analyzed airline variable calculations Capital Funds Accountant May 1999 to Dec 2007 Company Name - City , State Prepared quarterly reports for the Federal Aviation Administration Reviewed all capital invoices for correct account number, cost element codes, business unit and grant approvals Ensured accuracy of compliance of prevailing wage laws by contractors and subcontractors Monitored the collection and disbursement of Passenger Facility Charges Provided monthly and quarterly reports to Senior Management Reviewed change order requests for completeness and accuracy Oversaw the accounting of retainage and interest for capital contracts Performed the account function for bonds, PFC's and grants and reconciled to the general ledger on a monthly basis Evaluated deferred revenues for advance grants and prepared entries to recognize income as appropriate Completed DEA processing, reconciliations and reporting for Task Force and Airport Funds Maintained proficiency in the understanding of single audit and assisted in assurance of Authority compliance Facilitator of the CORE team in 2006 Created various spreadsheets to ensure compliance of prevailing wage Senior Financial Analyst Oct 1997 to Mar 1999 Company Name - City , State Prepared financial information for annual reports, semi-annual reports and prospectuses Compiled and analyzed total return information on a monthly basis Reviewed propriety of invoices and expense authorizations for all fund expenses Ensured expenses were paid in a timely manner by accounts payable Acted as a liaison between audit firms and mutual fund clients Provided various information to governmental regulatory agencies Performed expense analysis for Fund Group and document explanations of variances Obtained information and prepared proforma's for clients Trained new analysts on job duties and responsibilities Prepared the quarterly books distributed to each Fund's Board of Directors Created and analyzed expense accruals for each portfolio of the Fund Group Performed any value-added services required by the clients or internal departments Chargeback Analyst Jun 1995 to Oct 1997 Company Name - City , State Maintained largest vendor with weekly sales of $1.2 million+ Reduced Cardinal exposure for resubmissions from 120 days+ to 60 days Acted as a liaison between internal departments and vendors Collected unpaid balances through vendor resubmission and phone calls Analyzed detail and summary agings Communicated and resolved various issues with vendors Researched various issues for reconciliation purposes Trained new employees on chargeback analysis and reconciliation Education Bachelor of Science , Business Administration Accounting and Finance The Ohio State University - City , State Business Administration Accounting and Finance Skills Budgeting, Analysis, Management, Cash Flow, Prophix Software Administrator | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME574044368" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_574044368_1_373725365" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field fName" id="574044368FNAM1"> </span> <span> </span> <span class="field" id="574044368LNAM1"> MANAGER, FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM574044370" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM574044370"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_574044370_1_373725372" style="
padding-top:0px;
"> <div class="field singlecolumn" id="574044370FRFM1"> <p align="LEFT"> Strategic and analytical finance and accounting professional with 15 years + experience of success in financial analysis, budget preparation and financial reporting. Very detail oriented and experienced in grant management, general ledger reconciliation, management and team- building skills.</p> <br/> <br/> </div> </div> </div> <div class="section" id="SECTION_HILT574044371" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT574044371"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_574044371_1_373727407" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="574044371SKC11"> <ul> <li> Budget Preparation</li> <li> Variance analysis </li> <li> Forecasting & Cash Flow Analysis </li> <li> Financial reporting </li> <li> Superior time management</li> </ul> </td> <td class="field twocol_2" id="574044371SKC21"> <ul> <li> Management & Supervision</li> <li> Proficient in Prophix </li> <li> General ledger accounting aptitude </li> <li> Certified Public Finance Officer</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM574044685" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_ACCM574044685"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_574044685_1_373728500" style="
padding-top:0px;
"> <div class="field singlecolumn" id="574044685FRFM1"> <p align="LEFT"> Budgeting</p> <ul> <li> Extensive experience with preparing, analyzing and reporting for various types of budgets. Subject matter expert for the development and installation of new budgeting software, Prophix.</li> </ul> <br/> <p align="LEFT"> Auditing</p> <ul> <li> Experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations.</li> </ul> <br/> <p align="LEFT"> Accounting Skills</p> <ul> <li> Reconcile various general ledger accounts, explain variances and prepare reports for review with departments on a monthly basis.</li> </ul> <br/> </div> </div> </div> <div class="section" id="SECTION_EXPR574044372" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR574044372"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_574044372_1_373725367" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="574044372JTIT1"> Manager, Finance</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="574044372JSTD1"> Dec 2007</span> <span> to </span> <span class="jobdates" format="%b %Y" id="574044372EDDT1"> Current</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="574044372COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="574044372JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="574044372JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="574044372JDES1" itemprop="description"> <ul> <li> Prepare and analyze annual operating budget schedules for all business units </li> <li> Prepare monthly cash flow reports and analysis of data </li> <li> Perform monthly reconciliations on various general ledger accounts </li> <li> Manage the cash management, banking and treasury functions</li> <li> Manage debt management and compliance</li> <li> Monitors for compliance with EMMA, bond covenants and bond requirements</li> <li> Conduct training for the operating budget software </li> <li> Serve as Financial Advisor for budget data </li> <li> Maintain Prophix database of operating budget and account line item details </li> <li> Supervise, train and appraise Staff Accountant and Financial Analyst</li> <li> Monitor and evaluate federal grants and spending of grant allocations in excess of $15 million dollars annually </li> <li> Manages and coordinates the Passenger Facility Charge Program</li> <li> Preparation of Single Audit - Schedule of Federal Awards on an annual basis </li> <li> Prepare annual reporting for DEA receipts and expenditures to Department of Justice </li> <li> Maintained database of Capital Projects and Expenditures</li> <li> Prepared payroll and benefit budgets </li> <li> Prepared commercial paper schedules and entries as required to record monthly transaction entries and perform fee analysis</li> <li> Prepared and analyzed airline variable calculations</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_574044372_2_373725368" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="574044372JTIT2"> Capital Funds Accountant</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="574044372JSTD2"> May 1999</span> <span> to </span> <span class="jobdates" format="%b %Y" id="574044372EDDT2"> Dec 2007</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="574044372COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="574044372JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="574044372JSTA2" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="574044372JDES2" itemprop="description"> <ul> <li> Prepared quarterly reports for the Federal Aviation Administration</li> <li> Reviewed all capital invoices for correct account number, cost element codes, business unit and grant approvals </li> <li> Ensured accuracy of compliance of prevailing wage laws by contractors and subcontractors </li> <li> Monitored the collection and disbursement of Passenger Facility Charges </li> <li> Provided monthly and quarterly reports to Senior Management</li> <li> Reviewed change order requests for completeness and accuracy</li> <li> Oversaw the accounting of retainage and interest for capital contracts </li> <li> Performed the account function for bonds, PFC's and grants and reconciled to the general ledger on a monthly basis </li> <li> Evaluated deferred revenues for advance grants and prepared entries to recognize income as appropriate </li> <li> Completed DEA processing, reconciliations and reporting for Task Force and Airport Funds </li> <li> Maintained proficiency in the understanding of single audit and assisted in assurance of Authority compliance</li> <li> Facilitator of the CORE team in 2006 </li> <li> Created various spreadsheets to ensure compliance of prevailing wage</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_574044372_3_373725369" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="574044372JTIT3"> Senior Financial Analyst</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="574044372JSTD3"> Oct 1997</span> <span> to </span> <span class="jobdates" format="%b %Y" id="574044372EDDT3"> Mar 1999</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="574044372COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="574044372JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="574044372JSTA3" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="574044372JDES3" itemprop="description"> <ul> <li> Prepared financial information for annual reports, semi-annual reports and prospectuses </li> <li> Compiled and analyzed total return information on a monthly basis</li> <li> Reviewed propriety of invoices and expense authorizations for all fund expenses</li> <li> Ensured expenses were paid in a timely manner by accounts payable </li> <li> Acted as a liaison between audit firms and mutual fund clients</li> <li> Provided various information to governmental regulatory agencies</li> <li> Performed expense analysis for Fund Group and document explanations of variances </li> <li> Obtained information and prepared proforma's for clients </li> <li> Trained new analysts on job duties and responsibilities </li> <li> Prepared the quarterly books distributed to each Fund's Board of Directors </li> <li> Created and analyzed expense accruals for each portfolio of the Fund Group </li> <li> Performed any value-added services required by the clients or internal departments</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_574044372_4_373725370" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="574044372JTIT4"> Chargeback Analyst</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="574044372JSTD4"> Jun 1995</span> <span> to </span> <span class="jobdates" format="%b %Y" id="574044372EDDT4"> Oct 1997</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="574044372COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="574044372JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="574044372JSTA4" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="574044372JDES4" itemprop="description"> <ul> <li> Maintained largest vendor with weekly sales of $1.2 million+</li> <li> Reduced Cardinal exposure for resubmissions from 120 days+ to 60 days </li> <li> Acted as a liaison between internal departments and vendors</li> <li> Collected unpaid balances through vendor resubmission and phone calls </li> <li> Analyzed detail and summary agings </li> <li> Communicated and resolved various issues with vendors</li> <li> Researched various issues for reconciliation purposes </li> <li> Trained new employees on chargeback analysis and reconciliation</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC574044373" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC574044373"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_574044373_1_373725371" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="574044373DGRE1" itemprop="name"> Bachelor of Science</span> <span> , </span> <span class="programline" id="574044373STUY1"> Business Administration Accounting and Finance</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="574044373SCHO1" itemprop="name"> The Ohio State University</span> <span> - </span> <span class="joblocation jobcity" id="574044373SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="574044373SSTA1"> State</span> <span class="joblocation jobstate" id="574044373SCNT1"> </span> </span> <span class="field" id="574044373FRFM1"> Business Administration Accounting and Finance</span> </div> </div> </div> <div class="section" id="SECTION_SKLL574044376" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL574044376"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_574044376_1_373725374" style="
padding-top:0px;
"> <div class="field singlecolumn" id="574044376FRFM1"> <p align="LEFT"> Budgeting, Analysis, Management, Cash Flow, Prophix Software Administrator </p> </div> </div> </div> </div> | FINANCE |
34,250,007 | FINANCE SUPERVISOR Summary Able to adapt and flexible enough to help manage changing priorities and maintain a high standard of work and accuracy in spite of changes. Reliable resource and highly valued team member within my department by providing assistance to managers, co-workers, FPDPs, interns and taking ownership of my responsibilities in order to meet deadlines and team goals. Ability to demonstrate and develop supervisor skills to work with FPDPs coming through the program to develop skills needed for commercial BU roles in the future. Strong team player who has developed a strong reputation and earned the trust and respect of those around me. Open to new and different approaches, embracing new requirements and incorporating them into my work, while making sure all information is flowing and reported properly. Along with quickly learning new skills to adapt. Ability to indentify and resolve problems to make sure data is accurate, complete and communicated properly. To contribute strong background in finance and my drive for excellence and success to the Abbott Nutrition organization Experience Finance Supervisor 05/2012 to Current Company Name City , State Develop and consolidate Adult Institutional financial plans/forecasts (including annual plan, LRP, monthly LBE and S&OP) for the Adult business unit to present for senior management review. Pull and analyze market and share data by Institutional segments in Tableau system. Budget and report total Institutional AP&G spend. Complete monthly analysis of E&O for Adult Institutional products. Supervise and mange one employee within the Finance Professional Development Program rotation. Develop and consolidate Adult Institutional financial plans/forecasts (including annual plan, LRP, monthly LBE and S&OP) for the TN business unit to present for senior management review. Budget and report total Institutional AP&G spend. Complete monthly analysis of E&O for Adult Institutional products. Consolidator for Therapeutic Nutrition Business Unit Develop and consolidate financial plans/forecasts (including annual plans/updates, monthly S&OP, LRP's, and LBE's) for the business unit to present for senior management review Develop and consolidate the financial package of monthly business results for senior management review Prepare annual plans/updates, LRP's and LBE's for our marketing departments and other AP&G budgets and conduct monthly meetings with directors/managers/budget owners to review Consolidate and submit month end close financial information for our business unit's results, provide necessary commentary and variance research Coordinate, calculate and track royalty expenses Participate in Sox Testing as needed, in 2009 completed testing of Financial Reporting department Products Operating Administrator: complete month-end transfers of sales and margin statistics by sku level Prepare Investment Package analysis of balance sheet and provide commentary on monthly basis Monitor and reconcile inter-company accounts with Corporate Reconcile general ledger daily and investigate and address potential problems before month-end close Prepare swell allowance accrual analysis Assist in Daily Sales processes and other team requirements as needed Compile and submit Federal and State Tax Packages Participate in Sox Testing, including testing plant inventory processes and procedures Senior Mutual Fund Accountant 08/2004 to 11/2005 Company Name City , State Promoted to senior level in October 2005 Prepare and analyze financial statements and shareholder reports Prepare and analyze fund expenses, expense accruals and review total returns Prepare marketing products for distribution to shareholders Prepare regulatory filings and board materials Assist management with special projects Participate in Mentor Program to train new associates at BISYS Enter all mutual fund transactions and trades to a fund on a daily basis Distribute fund data to internal and external business partners Calculate daily market value of portfolio holdings and net asset value Complete month-end reporting requirements Interact with external bank custodians and investment advisors on fund administration Accounting/Finance Internship 06/2002 to 03/2003 Company Name City , State Intern in Accounting Department at headquarters of Westfield Bank Perform daily accounting routine, completed reconcilements, commercial loan audits and budgets Systems Experience and Proficiencies Microsoft Office/Outlook, Lotus Notes, SAP, HOST Analytics and Tableau Software SAP and HOST Analytics subject matter expert for Abbott Finance organization Education Bachelor of Arts : Business Administration, Alliance, OH Mount Union College Bachelor of Arts in Business Administration, Finance Concentration, Mount Union College, Alliance, OH Professional Affiliations Bachelor of Arts in Business Administration, Finance Concentration, Mount Union College, Alliance, OH Skills Financial Analyst, Budget, Forecasts, Sarbanes Oxley, Sarbanes-oxley (sox), Sox, Testing, Marketing, Budgets, Finance, Financial Reporting, Month End Close, Therapeutic, Basis, Accounts With, Balance Sheet, Daily Sales, General Ledger, Inventory, Of Sales, Sales, Sales And, State Tax, Statistics, Filings, Financial Statements, Mentor, Accountant, Mutual Fund, Accounting, Audits, Commercial Loan, Daily Accounting, Lotus Notes, Microsoft Office, Ms Office, Outlook, Reconcilements, Sap, Subject Matter Expert, Tableau Software, Team Player | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME569576076" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_569576076_1_370958843" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="569576076FNAM1"> </span> <span> </span> <span class="field lName" id="569576076LNAM1"> FINANCE SUPERVISOR</span> </div> </div> </div> <div class="section" id="SECTION_SUMM569576078" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM569576078"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_569576078_1_370958846" style="
padding-top:0px;
"> <div class="field singlecolumn" id="569576078FRFM1"> Able to adapt and flexible enough to help manage changing priorities and maintain a high standard of work and accuracy in spite of changes. Reliable resource and highly valued team member within my department by providing assistance to managers, co-workers, FPDPs, interns and taking ownership of my responsibilities in order to meet deadlines and team goals. Ability to demonstrate and develop supervisor skills to work with FPDPs coming through the program to develop skills needed for commercial BU roles in the future. Strong team player who has developed a strong reputation and earned the trust and respect of those around me. Open to new and different approaches, embracing new requirements and incorporating them into my work, while making sure all information is flowing and reported properly. Along with quickly learning new skills to adapt. Ability to indentify and resolve problems to make sure data is accurate, complete and communicated properly. To contribute strong background in finance and my drive for excellence and success to the Abbott Nutrition organization </div> </div> </div> <div class="section" id="SECTION_HILT569576079" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_ACCM569576731" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_EXPR569576080" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR569576080"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_569576080_1_370958847" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="569576080JTIT1"> Finance Supervisor</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="569576080JSTD1"> 05/2012</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="569576080EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="569576080COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="569576080JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="569576080JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="569576080JDES1" itemprop="description"> <ul> <li> Develop and consolidate Adult Institutional financial plans/forecasts (including annual plan, LRP, monthly LBE and S&OP) for the Adult business unit to present for senior management review.</li> <li> Pull and analyze market and share data by Institutional segments in Tableau system.</li> <li> Budget and report total Institutional AP&G spend.</li> <li> Complete monthly analysis of E&O for Adult Institutional products.</li> <li> Supervise and mange one employee within the Finance Professional Development Program rotation.</li> <li> Develop and consolidate Adult Institutional financial plans/forecasts (including annual plan, LRP, monthly LBE and S&OP) for the TN business unit to present for senior management review.</li> <li> Budget and report total Institutional AP&G spend.</li> <li> Complete monthly analysis of E&O for Adult Institutional products.</li> <li> Consolidator for Therapeutic Nutrition Business Unit</li> <li> Develop and consolidate financial plans/forecasts (including annual plans/updates, monthly S&OP, LRP's, and LBE's) for the business unit to present for senior management review</li> <li> Develop and consolidate the financial package of monthly business results for senior management review</li> <li> Prepare annual plans/updates, LRP's and LBE's for our marketing departments and other AP&G budgets and conduct monthly meetings with directors/managers/budget owners to review</li> <li> Consolidate and submit month end close financial information for our business unit's results, provide necessary commentary and variance research</li> <li> Coordinate, calculate and track royalty expenses</li> <li> Participate in Sox Testing as needed, in 2009 completed testing of Financial Reporting department</li> <li> Products Operating Administrator: complete month-end transfers of sales and margin statistics by sku level</li> <li> Prepare Investment Package analysis of balance sheet and provide commentary on monthly basis</li> <li> Monitor and reconcile inter-company accounts with Corporate</li> <li> Reconcile general ledger daily and investigate and address potential problems before month-end close</li> <li> Prepare swell allowance accrual analysis</li> <li> Assist in Daily Sales processes and other team requirements as needed</li> <li> Compile and submit Federal and State Tax Packages</li> <li> Participate in Sox Testing, including testing plant inventory processes and procedures</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_569576080_2_370958848" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="569576080JTIT2"> Senior Mutual Fund Accountant</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="569576080JSTD2"> 08/2004</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="569576080EDDT2"> 11/2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="569576080COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="569576080JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="569576080JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="569576080JDES2" itemprop="description"> <ul> <li> Promoted to senior level in October 2005</li> <li> Prepare and analyze financial statements and shareholder reports</li> <li> Prepare and analyze fund expenses, expense accruals and review total returns</li> <li> Prepare marketing products for distribution to shareholders</li> <li> Prepare regulatory filings and board materials</li> <li> Assist management with special projects</li> <li> Participate in Mentor Program to train new associates at BISYS</li> <li> Enter all mutual fund transactions and trades to a fund on a daily basis</li> <li> Distribute fund data to internal and external business partners</li> <li> Calculate daily market value of portfolio holdings and net asset value</li> <li> Complete month-end reporting requirements</li> <li> Interact with external bank custodians and investment advisors on fund administration</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_569576080_3_370958850" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="569576080JTIT3"> Accounting/Finance Internship</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="569576080JSTD3"> 06/2002</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="569576080EDDT3"> 03/2003</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="569576080COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="569576080JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="569576080JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="569576080JDES3" itemprop="description"> <ul> <li> Intern in Accounting Department at headquarters of Westfield Bank</li> <li> Perform daily accounting routine, completed reconcilements, commercial loan audits and budgets Systems Experience and Proficiencies</li> <li> Microsoft Office/Outlook, Lotus Notes, SAP, HOST Analytics and Tableau Software</li> <li> SAP and HOST Analytics subject matter expert for Abbott Finance organization</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC569576081" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC569576081"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_569576081_1_370958851" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="569576081DGRE1" itemprop="name"> Bachelor of Arts</span> <span> : </span> <span class="programline" id="569576081STUY1"> Business Administration, Alliance, OH</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="569576081SCHO1" itemprop="name"> Mount Union College</span> </span> <span class="paddedline"> <span class="field" id="569576081FRFM1"> Bachelor of Arts in Business Administration, Finance Concentration, Mount Union College, Alliance, OH </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL569576082" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_AFIL569576082"> Professional Affiliations</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_569576082_1_370958852" style="
padding-top:0px;
"> <div class="field singlecolumn" id="569576082FRFM1"> Bachelor of Arts in Business Administration, Finance Concentration, Mount Union College, Alliance, OH</div> </div> </div> <div class="section" id="SECTION_SKLL569576083" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL569576083"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_569576083_1_370958853" style="
padding-top:0px;
"> <div class="field singlecolumn" id="569576083FRFM1"> Financial Analyst, Budget, Forecasts, Sarbanes Oxley, Sarbanes-oxley (sox), Sox, Testing, Marketing, Budgets, Finance, Financial Reporting, Month End Close, Therapeutic, Basis, Accounts With, Balance Sheet, Daily Sales, General Ledger, Inventory, Of Sales, Sales, Sales And, State Tax, Statistics, Filings, Financial Statements, Mentor, Accountant, Mutual Fund, Accounting, Audits, Commercial Loan, Daily Accounting, Lotus Notes, Microsoft Office, Ms Office, Outlook, Reconcilements, Sap, Subject Matter Expert, Tableau Software, Team Player</div> </div> </div> </div> | FINANCE |
74,849,878 | FINANCE ASSISTANT Professional Summary College graduate offers strong technical skills and ability to learn concepts quickly.
Proven ability to manage multiple assignments while meeting tight deadlines.
Experience in data analysis, economic forecasting, advanced problem solving, collaborative research and presentation skills, customer service. Skills Work History Finance Assistant 06/2013 to 09/2013 Company Name – City , State Prepare financial statements, maintain accurate records in a database, generate reports and present data. Enter revenue and expense transactions and prepare expense reports. Prepare and file financial statements such as balance sheets and income statements. Complete purchase orders and customer invoices. Calculate sales taxes and make bank deposits. Catering Specialist 01/2012 to 06/2012 Company Name – City , State McAlister's Deli - Corpus Christi, TX 5/7/12 - 1/2/13. Duties included: sandwich making, order organization, order preparation and order delivery. Maintained food handler certification. Technician (full-time, spring semester) Managed a 350-client route. Responsibilities included analyzing lawn, developing treatment programs to address each lawn's specific problems, monitoring lawn status, evaluating its progress during every visit and adjusting custom treatment program. Customer service representative/driver/food line 02/2009 to 11/2011 Company Name – City , State Entered customer orders, prepared pizza dough and toppings, made pizzas and delivered customer orders safely within company time requirements. Education Bachelor of Arts : History 8 2014 Texas A&M University Corpus Christi -
GPA: Recipient of Rising Star Scholarship Academic Achievement Award, Texas A&M History Recipient of Rising Star Scholarship Academic Achievement Award, Texas A&M Lone Star Community College -
City ,
State Diploma : 1 2008 Jersey Village High School -
City ,
State Skills balance sheets, client, database, delivery, financial statements, funds, Excel, PowerPoint, Microsoft Word, progress, QuickBooks, sales, taxes, Technician | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME491095865" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_491095865_1_320258614"> <div class="name" itemprop="name"> <span class="field" id="491095865FNAM1"> </span> <span> </span> <span class="field lName" id="491095865LNAM1"> FINANCE ASSISTANT</span> </div> </div> </div> <div class="section" id="SECTION_SUMM491095869" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM491095869"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491095869_1_320258623"> <div class="field singlecolumn" id="491095869FRFM1"> College graduate offers strong technical skills and ability to learn concepts quickly.
Proven ability to manage multiple assignments while meeting tight deadlines.
Experience in data analysis, economic forecasting, advanced problem solving, collaborative research and presentation skills, customer service.</div> </div> </div> <div class="section" id="SECTION_HILT491096340" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT491096340"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491096340_1"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="491096340SKC11"> </td> <td class="field twocol_2" id="491096340SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR491095867" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR491095867"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491095867_1_320258616" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="491095867JTIT1"> Finance Assistant</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="491095867JSTD1"> 06/2013</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="491095867EDDT1"> 09/2013</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="491095867COMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="491095867JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="491095867JSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="491095867JDES1" itemprop="description"> <ul> <li> Prepare financial statements, maintain accurate records in a database, generate reports and present data.</li> <li> Enter revenue and expense transactions and prepare expense reports.</li> <li> Prepare and file financial statements such as balance sheets and income statements.</li> <li> Complete purchase orders and customer invoices.</li> <li> Calculate sales taxes and make bank deposits.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_491095867_2_320258617" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="491095867JTIT2"> Catering Specialist</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="491095867JSTD2"> 01/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="491095867EDDT2"> 06/2012</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="491095867COMP2" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="491095867JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="491095867JSTA2" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="491095867JDES2" itemprop="description"> <ul> <li> McAlister's Deli - Corpus Christi, TX 5/7/12 - 1/2/13.</li> <li> Duties included: sandwich making, order organization, order preparation and order delivery.</li> <li> Maintained food handler certification.</li> <li> Technician (full-time, spring semester) Managed a 350-client route.</li> <li> Responsibilities included analyzing lawn, developing treatment programs to address each lawn's specific problems, monitoring lawn status, evaluating its progress during every visit and adjusting custom treatment program.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_491095867_3_320258619" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="491095867JTIT3"> Customer service representative/driver/food line</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="491095867JSTD3"> 02/2009</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="491095867EDDT3"> 11/2011</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="491095867COMP3" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="491095867JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="491095867JSTA3" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="491095867JDES3" itemprop="description"> <ul> <li> Entered customer orders, prepared pizza dough and toppings, made pizzas and delivered customer orders safely within company time requirements.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC491095868" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC491095868"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491095868_1_320258620" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="491095868DGRE1" itemprop="name"> Bachelor of Arts</span> <span> : </span> <span class="programline" id="491095868STUY1"> History</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="491095868GRYR1"> 8 2014</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="491095868SCHO1" itemprop="name"> Texas A&M University Corpus Christi</span> <span> </span> <span> -
</span> <span class="joblocation jobcity" id="491095868SCIT1"> </span> <span class="joblocation jobstate" id="491095868SSTA1"> </span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="491095868GRPA1"> Recipient of Rising Star Scholarship Academic Achievement Award, Texas A&M</span> </span> <span class="field" id="491095868FRFM1"> History Recipient of Rising Star Scholarship Academic Achievement Award, Texas A&M</span> </div> </div> <div class="paragraph" id="PARAGRAPH_491095868_2_320258621"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="491095868SCHO2" itemprop="name"> Lone Star Community College</span> <span> </span> <span> -
</span> <span class="joblocation jobcity" id="491095868SCIT2"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="491095868SSTA2"> State</span> </span> <span class="field" id="491095868FRFM2"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_491095868_3_320258622" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="491095868DGRE3" itemprop="name"> Diploma</span> <span> : </span> <span class="programline" id="491095868STUY3"> </span> <span class="datesWrapper"> <span class="jobdates" id="491095868GRYR3"> 1 2008</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="491095868SCHO3" itemprop="name"> Jersey Village High School</span> <span> </span> <span> -
</span> <span class="joblocation jobcity" id="491095868SCIT3"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="491095868SSTA3"> State</span> </span> <span class="paddedline"> <span class="field" id="491095868GRPA3"> </span> </span> <span class="field" id="491095868FRFM3"> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL491095871" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL491095871"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_491095871_1_320258625"> <div class="field singlecolumn" id="491095871FRFM1"> balance sheets, client, database, delivery, financial statements, funds, Excel, PowerPoint, Microsoft Word, progress, QuickBooks, sales, taxes, Technician</div> </div> </div> </div> | FINANCE |
25,497,147 | FINANCE ACCOUNTANT Summary Staff Accountant proficient flexible who adapts seamlessly to constantly evolving accounting
processes and technology. Adept at budget forecasting, financial reporting and successful at
managing multiple projects. Consistently meeting deadlines under pressure. Extensive knowledge of
Accounting Software and processes. Highlights Accounting operations professional Compliance testing knowledge Managerial aptitude Account reconciliation expert Ethical approach to finance Accounts receivable General ledger accounting skills Accounts payable Financial statement analysis Invoice coding familiarity Analytical reasoning Intuit Quick Books specialist Payroll Budget forecasting expertise Accomplishments Formally recognized for excellence achieved in financial analysis, budgeting and
forecasting. Operated computers programmed with accounting software to record, store, and analyze information. General Ledger Accounts
Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts
payable, accrued expenses and line of credit transactions. Extensive experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations. Researched and resolved billing problems that had been previously missed. Increased compliance for the cash management department by aiding in internal and external audits. Experience Finance Accountant 05/2012 Company Name City , State Monitored new trends and technologies as they applied to audit areas for 23 funds. Worked on collaborated extensively with auditors during preliminary and year-end audit processes for 23 funds. Managed accounting operations for a total of 28 funds, accounting close, account reporting and reconciliations. Received 86 statements, to record, and cash, checks, and over 16,985 vouchers as well as reconciled records of bank transactions. Performed debit, credit and total of 196 accounts on computer spreadsheets/databases, using specialized
accounting software. Systematically prepared documents and assembled financial statements for independent auditors. Guided firm reconciliation, annuity funds, pension funds, annual reporting, and
management of investments. Aligned all financial activity with the regulations of the GAAP. Updated investment records upon funding of investments. Updated confidential employee banking information with accuracy. Maintained accounts receivable for all 23 funds with documentation electronically and on paper. Processed 189 journal entries, 68 online transfers and 2,398 payments. Staff Accountant 01/2011 to 03/2012 Company Name State Guided firm reconciliation, payroll, annual bonus, pension funds, annual reporting, and management
of investments. Investigated and resolved discrepancies in monthly bank accounts while under tight
deadlines. Revised and streamlined inefficient work procedures with automation software. Reduced
time and costs and increased efficiency by introducing new accounting procedures. Verified details
of transactions, including funds received and total account balances. Coded the general ledger and
processed vendor invoice payments. Accountant 05/2005 to 09/2010 Company Name State Tracked all capital spending against approved capital requests. Thoroughly reviewed financial
statements. Verified details of transactions, including funds received and total account balances. Coded the general ledger and processed vendor invoice payments. Coordinated approval processes of
all accounts payable invoices. Rectified escalated accounts payable issues from employees and
vendors. Conducted month-end balance sheet reviews and reconciled any variances. Processed bank
reconciliations and financial reports to verify practice of proper due diligence. Maintained accounts
receivable documentation electronically and on paper. Issued 5 paychecks and over 200 vendors and
suppliers on a weekly basis. Corporate Accountant 02/1998 to 11/2004 Company Name City , State Maintained detailed administrative and procedural processes to improve accuracy and
efficiency. Verified and logged in deadlines for responding to daily inquiries. Coordinated meetings
with other department managers. Supervised and trained billing and collection staff. Education Associate of Arts : Business Business Management 1978 Midwest Business College City , State , USA Business Business Management Continuing education courses focusing on the Major Changes
within the Accounting Standards. Advanced Financial Accounting, Revenue Recognition, and Specialized Industry GAAP Skills Account reconciliation, Accounting, accounting software, Accounts payable, Accounts receivable, accounts
receivable, administrative, approach, automation, balance sheet, bank
reconciliations, billing, Budget, credit, databases, debit, documentation, due diligence, finance, Financial Accounting, financial reports, financial
statements, Financial statement analysis, forecasting, funds, general ledger, General ledger accounting, investments, Managerial, meetings, Payroll, processes, coding, Quick Books, reporting, Revenue Recognition, spreadsheets, year-end | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME904872366" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_904872366_1_593627519" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="904872366FNAM1"> </span> <span> </span> <span class="field lName" id="904872366LNAM1"> FINANCE ACCOUNTANT</span> </div> </div> </div> <div class="section" id="SECTION_SUMM904872371" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM904872371"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_904872371_1_593627527" style="padding-top:0px;"> <div class="field singlecolumn" id="904872371FRFM1"> Staff Accountant proficient flexible who adapts seamlessly to constantly evolving accounting
processes and technology. Adept at budget forecasting, financial reporting and successful at
managing multiple projects. Consistently meeting deadlines under pressure. Extensive knowledge of
Accounting Software and processes.</div> </div> </div> <div class="section" id="SECTION_HILT904872372" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT904872372"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_904872372_1_593627528" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="904872372SKC11"> <ul> <li> Accounting operations professional Compliance testing knowledge</li> <li> Managerial aptitude Account reconciliation expert</li> <li> Ethical approach to finance Accounts receivable</li> <li> General ledger accounting skills Accounts payable</li> <li> Financial statement analysis Invoice coding familiarity</li> <li> Analytical reasoning</li> <li> Intuit Quick Books specialist</li> <li> Payroll</li> <li> Budget forecasting expertise</li> </ul> </td> <td class="field twocol_2" id="904872372SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM904872369" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM904872369"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_904872369_1_593627525" style="padding-top:0px;"> <div class="field singlecolumn" id="904872369FRFM1"> <ul> <li> Formally recognized for excellence achieved in financial analysis, budgeting and
forecasting.</li> <li> Operated computers programmed with accounting software to record, store, and analyze information. </li> <li> General Ledger Accounts
Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts
payable, accrued expenses and line of credit transactions.</li> <li> Extensive experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations.</li> <li> Researched and resolved billing problems that had been previously missed.</li> <li> Increased compliance for the cash management department by aiding in internal and external audits.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR904872368" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR904872368"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_904872368_1_593627521" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="904872368JTIT1"> Finance Accountant</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="904872368JSTD1"> 05/2012</span> <span class="jobdates" format="%m/%Y" id="904872368EDDT1"> </span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="904872368COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="904872368JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="904872368JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="904872368JDES1" itemprop="description"> <ul> <li> Monitored new trends and technologies as they applied to audit areas for 23 funds.</li> <li> Worked on collaborated extensively with auditors during preliminary and year-end audit processes for 23 funds.</li> <li> Managed accounting operations for a total of 28 funds, accounting close, account reporting and reconciliations.</li> <li> Received 86 statements, to record, and cash, checks, and over 16,985 vouchers as well as reconciled records of bank transactions.</li> <li> Performed debit, credit and total of 196 accounts on computer spreadsheets/databases, using specialized
accounting software.</li> <li> Systematically prepared documents and assembled financial statements for independent auditors. </li> <li> Guided firm reconciliation, annuity funds, pension funds, annual reporting, and
management of investments.</li> <li> Aligned all financial activity with the regulations of the GAAP. </li> <li> Updated investment records upon funding of investments.</li> <li> Updated confidential employee banking information with accuracy.</li> <li> Maintained accounts receivable for all 23 funds with documentation electronically and on paper.</li> <li> Processed 189 journal entries, 68 online transfers and 2,398 payments.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_904872368_2_593627522" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="904872368JTIT2"> Staff Accountant</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="904872368JSTD2"> 01/2011</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="904872368EDDT2"> 03/2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="904872368COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="904872368JCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="904872368JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="904872368JDES2" itemprop="description"> <ul> <li> Guided firm reconciliation, payroll, annual bonus, pension funds, annual reporting, and management
of investments.</li> <li> Investigated and resolved discrepancies in monthly bank accounts while under tight
deadlines.</li> <li> Revised and streamlined inefficient work procedures with automation software.</li> <li> Reduced
time and costs and increased efficiency by introducing new accounting procedures.</li> <li> Verified details
of transactions, including funds received and total account balances.</li> <li> Coded the general ledger and
processed vendor invoice payments.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_904872368_3_593627523" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="904872368JTIT3"> Accountant</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="904872368JSTD3"> 05/2005</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="904872368EDDT3"> 09/2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="904872368COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="904872368JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="904872368JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="904872368JDES3" itemprop="description"> <ul> <li> Tracked all capital spending against approved capital requests.</li> <li> Thoroughly reviewed financial
statements.</li> <li> Verified details of transactions, including funds received and total account balances.</li> <li> Coded the general ledger and processed vendor invoice payments.</li> <li> Coordinated approval processes of
all accounts payable invoices.</li> <li> Rectified escalated accounts payable issues from employees and
vendors.</li> <li> Conducted month-end balance sheet reviews and reconciled any variances.</li> <li> Processed bank
reconciliations and financial reports to verify practice of proper due diligence.</li> <li> Maintained accounts
receivable documentation electronically and on paper.</li> <li> Issued 5 paychecks and over 200 vendors and
suppliers on a weekly basis.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_904872368_4_593627524" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="904872368JTIT4"> Corporate Accountant</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="904872368JSTD4"> 02/1998</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="904872368EDDT4"> 11/2004</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="904872368COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="904872368JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="904872368JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="904872368JDES4" itemprop="description"> <ul> <li> Maintained detailed administrative and procedural processes to improve accuracy and
efficiency.</li> <li> Verified and logged in deadlines for responding to daily inquiries.</li> <li> Coordinated meetings
with other department managers.</li> <li> Supervised and trained billing and collection staff.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC904872370" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC904872370"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_904872370_1_593627526" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="904872370DGRE1" itemprop="name"> Associate of Arts</span> <span> : </span> <span class="programline" id="904872370STUY1"> Business Business Management</span> <span class="datesWrapper"> <span class="jobdates" id="904872370GRYR1"> 1978</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="904872370SCHO1" itemprop="name"> Midwest Business College</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="904872370SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="904872370SSTA1"> State</span> <span> , </span> <span class="joblocation eduCountry" id="904872370SCNT1"> USA</span> </span> </span> <span class="paddedline"> <span class="field" id="904872370FRFM1"> Business Business Management Continuing education courses focusing on the Major Changes
within the Accounting Standards. Advanced Financial Accounting, Revenue Recognition, and Specialized Industry GAAP</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL904872373" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL904872373"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_904872373_1_593627529" style="padding-top:0px;"> <div class="field singlecolumn" id="904872373FRFM1"> Account reconciliation, Accounting, accounting software, Accounts payable, Accounts receivable, accounts
receivable, administrative, approach, automation, balance sheet, bank
reconciliations, billing, Budget, credit, databases, debit, documentation, due diligence, finance, Financial Accounting, financial reports, financial
statements, Financial statement analysis, forecasting, funds, general ledger, General ledger accounting, investments, Managerial, meetings, Payroll, processes, coding, Quick Books, reporting, Revenue Recognition, spreadsheets, year-end</div> </div> </div> </div> | FINANCE |
31,948,488 | FINANCE MANAGER Summary Highly organized and detail-focused Accounting Technician with an exceptional track record of accurately handling financial reporting in deadline-oriented environments. Skilled in recording transactions, posting debits and credits, reconciling accounts, and ensuring accuracy and completeness of data. Expertise in developing and delivering monthly, quarterly, and annual financial statements within tight deadlines. Proficiency in managing accounts payable and accounts receivable, generating invoices and monthly statements for clients. Proven ability to identify and implement improvements to streamline processes and increase efficiency and productivity. Highlights Microsoft Word, Microsoft Excel, Financial Edge and QuickBooks and able to learn proprietary systems/applications quickly and easily. Skill Proficiencies Quarterly Reports Accounts Payable/Receivable *Budget Preparation Process Improvement *Financial Statements Reconciliation Experience Finance Manager November 2009 to October 2015 Company Name - City , State Prepare schedules and consolidate information for annual budget planning. Prepare financial statements with budget and actual comparisons using Financial Edge. Compiles and prepares ongoing cash flow forecasting and needs analysis. Prepare items and schedules for annual compliance and financial audits. Prepares account and bank reconciliations. Obtain bids and proposals as applicable for capital equipment, fixed assets, and services. Maintain fixed assets files. Manage credit card assignment and limits. Prepare and manage job descriptions, orientation and departure paper. Process background checks for staff and board members. Maintain personnel files for all employees. Act as liaison with payroll service to process bi-weekly payroll and maintain paid time off records. Accounting Technician October 2006 to July 2009 Company Name - City Performed double-entry accrual accounting work in order to maintain a combination of journals and ledgers. Examined, verified, and analyzed a variety of documents including purchase orders, vouchers, payrolls, and property records. Determined the mathematical correctness, validity, and clerical accuracy of the documents. Resolved disagreements by contacting vendor, prepared documents with supporting backup, coded documents, and posted to appropriate ledger or journal. Maintained records to track expenditures for over 30 building projects to ensure budget is not exceeded. Verified accuracy of over 200 general ledger accounts each month. Produced and reviewed financial reports. Excelled within a fast-paced environment, continually taking on increased levels of responsibility. Owner/Bookkeeper January 2006 to July 2006 Company Name - City , State Provided full-charge bookkeeping service to small business owners. Managed all financial transactions, posted debits and credits, produced financial statements, and recorded all transactions with strict attention to details. Managed accounts payables, accounts receivables, journal entries, 1099 forms, and tax preparation. Reconciled and balanced accounts. Generated monthly statements and invoices for customers. Prepared financial summaries using Microsoft Excel detailing companies' financial status. Generated bank deposits, verified and balanced receipts. Researched and resolved billing and collections disputes. Served as liaison with Certified Public Accountants. Assisted clients with administrative duties. Provided notary services. Office Manager April 2003 to December 2005 Company Name - City , State Established and maintained filing system. Procured office equipment and supplies. Served as liaison with subcontractors, vendors, attorneys, accountants, and government agencies. Maintained excellent customer relations and develop customer rapport. Diplomatically resolved customers' complaints. Managed project files to track expenditure and projected completion using Microsoft Project. Prepared bids for construction projects. Maintained account payables and account receivables. Reconciled bank statements and ledger accounts. Created financial reports using QuickBooks. Education Bachelor's Degree : Business Administration , 1989 University of Central Oklahoma - City , State Business Administration Skills accounting, accounts payables, accounts receivables, Accounts Payable, accrual, administrative duties, backup, bank reconciliations, billing, bookkeeping, budget planning, Budget Preparation, budget, bi, cash flow, clerical, credit, clients, customer relations, double-entry, Edge, fast, filing, Financial, financial audits, financial reports, Financial Statements, Prepare financial statements, fixed assets, forecasting, forms, general ledger accounts, government, ledger, Microsoft Excel, Microsoft Project, Microsoft Word, needs analysis, office equipment, payables, payroll, personnel, Process Improvement, proposals, QuickBooks, rapport, tax preparation | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME783565557" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_783565557_1_508294978" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="783565557FNAM1"> </span> <span> </span> <span class="field" id="783565557LNAM1"> FINANCE MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM783565575" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM783565575"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_783565575_1_508294990" style="padding-top:0px;"> <div class="field singlecolumn" id="783565575FRFM1"> Highly organized and detail-focused Accounting Technician with an exceptional track record of accurately handling financial reporting in deadline-oriented environments. Skilled in recording transactions, posting debits and credits, reconciling accounts, and ensuring accuracy and completeness of data. Expertise in developing and delivering monthly, quarterly, and annual financial statements within tight deadlines. Proficiency in managing accounts payable and accounts receivable, generating invoices and monthly statements for clients. Proven ability to identify and implement improvements to streamline processes and increase efficiency and productivity. </div> </div> </div> <div class="section" id="SECTION_HILT783565576" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT783565576"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_783565576_1_508294991" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="783565576SKC11"> <ul> <li> Microsoft Word, Microsoft Excel, Financial Edge and QuickBooks and able to learn proprietary systems/applications quickly and easily.</li> <li> Skill Proficiencies</li> <li> Quarterly Reports</li> <li> Accounts Payable/Receivable *Budget Preparation</li> <li> Process Improvement *Financial Statements</li> <li> Reconciliation</li> </ul> </td> <td class="field twocol_2 charspace" id="783565576SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM783566092" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR783565564" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR783565564"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_783565564_1_508294980" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="783565564JTIT1"> Finance Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="783565564JSTD1"> November 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="783565564EDDT1"> October 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="783565564COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="783565564JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="783565564JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="783565564JDES1" itemprop="description"> <ul> <li> Prepare schedules and consolidate information for annual budget planning.</li> <li> Prepare financial statements with budget and actual comparisons using Financial Edge.</li> <li> Compiles and prepares ongoing cash flow forecasting and needs analysis.</li> <li> Prepare items and schedules for annual compliance and financial audits.</li> <li> Prepares account and bank reconciliations.</li> <li> Obtain bids and proposals as applicable for capital equipment, fixed assets, and services.</li> <li> Maintain fixed assets files.</li> <li> Manage credit card assignment and limits.</li> <li> Prepare and manage job descriptions, orientation and departure paper.</li> <li> Process background checks for staff and board members.</li> <li> Maintain personnel files for all employees.</li> <li> Act as liaison with payroll service to process bi-weekly payroll and maintain paid time off records.</li> </ul> <p> <br/> </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_783565564_2_508294982" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="783565564JTIT2"> Accounting Technician</span> <br/> <span> <span class="jobdates" format="%B %Y" id="783565564JSTD2"> October 2006</span> <span> to </span> <span class="jobdates" format="%B %Y" id="783565564EDDT2"> July 2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="783565564COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="783565564JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="783565564JSTA2" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="783565564JDES2" itemprop="description"> <ul> <li> Performed double-entry accrual accounting work in order to maintain a combination of journals and ledgers.</li> <li> Examined, verified, and analyzed a variety of documents including purchase orders, vouchers, payrolls, and property records.</li> <li> Determined the mathematical correctness, validity, and clerical accuracy of the documents.</li> <li> Resolved disagreements by contacting vendor, prepared documents with supporting backup, coded documents, and posted to appropriate ledger or journal.</li> <li> Maintained records to track expenditures for over 30 building projects to ensure budget is not exceeded.</li> <li> Verified accuracy of over 200 general ledger accounts each month.</li> <li> Produced and reviewed financial reports.</li> <li> Excelled within a fast-paced environment, continually taking on increased levels of responsibility.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_783565564_3_508294983" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="783565564JTIT3"> Owner/Bookkeeper</span> <br/> <span> <span class="jobdates" format="%B %Y" id="783565564JSTD3"> January 2006</span> <span> to </span> <span class="jobdates" format="%B %Y" id="783565564EDDT3"> July 2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="783565564COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="783565564JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="783565564JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="783565564JDES3" itemprop="description"> <ul> <li> Provided full-charge bookkeeping service to small business owners.</li> <li> Managed all financial transactions, posted debits and credits, produced financial statements, and recorded all transactions with strict attention to details.</li> <li> Managed accounts payables, accounts receivables, journal entries, 1099 forms, and tax preparation.</li> <li> Reconciled and balanced accounts.</li> <li> Generated monthly statements and invoices for customers.</li> <li> Prepared financial summaries using Microsoft Excel detailing companies' financial status.</li> <li> Generated bank deposits, verified and balanced receipts.</li> <li> Researched and resolved billing and collections disputes.</li> <li> Served as liaison with Certified Public Accountants.</li> <li> Assisted clients with administrative duties.</li> <li> Provided notary services.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_783565564_4_508294984" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="783565564JTIT4"> Office Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="783565564JSTD4"> April 2003</span> <span> to </span> <span class="jobdates" format="%B %Y" id="783565564EDDT4"> December 2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="783565564COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="783565564JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="783565564JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="783565564JDES4" itemprop="description"> <ul> <li> Established and maintained filing system.</li> <li> Procured office equipment and supplies.</li> <li> Served as liaison with subcontractors, vendors, attorneys, accountants, and government agencies.</li> <li> Maintained excellent customer relations and develop customer rapport.</li> <li> Diplomatically resolved customers' complaints.</li> <li> Managed project files to track expenditure and projected completion using Microsoft Project.</li> <li> Prepared bids for construction projects.</li> <li> Maintained account payables and account receivables.</li> <li> Reconciled bank statements and ledger accounts.</li> <li> Created financial reports using QuickBooks.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC783565567" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC783565567"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_783565567_1_508294985" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="783565567DGRE1" itemprop="name"> Bachelor's Degree</span> <span> : </span> <span class="programline" dependency="STUY" id="783565567STUY1"> Business Administration</span> <span> , </span> <span class="jobdates" id="783565567GRYR1"> 1989</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="783565567SCHO1" itemprop="name"> University of Central Oklahoma</span> <span> - </span> <span class="joblocation jobcity" id="783565567SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="783565567SSTA1"> State</span> <span class="joblocation jobstate" id="783565567SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="783565567FRFM1"> Business Administration</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL783565577" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL783565577"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_783565577_1_508294992" style="padding-top:0px;"> <div class="field singlecolumn" id="783565577FRFM1"> accounting, accounts payables, accounts receivables, Accounts Payable, accrual, administrative duties, backup, bank reconciliations, billing, bookkeeping, budget planning, Budget Preparation, budget, bi, cash flow, clerical, credit, clients, customer relations, double-entry, Edge, fast, filing, Financial, financial audits, financial reports, Financial Statements, Prepare financial statements, fixed assets, forecasting, forms, general ledger accounts, government, ledger, Microsoft Excel, Microsoft Project, Microsoft Word, needs analysis, office equipment, payables, payroll, personnel, Process Improvement, proposals, QuickBooks, rapport, tax preparation</div> </div> </div> </div> | FINANCE |
18,640,927 | FINANCE MANAGER Summary Ability to communicate effectively to customers, management and staff. Establish rapport with clients from diverse socio-economic and ethnic backgrounds. Ability to deal with crisis in a calm, professional manner. Highlights Team leadership Accomplished in relationship selling Friendly and cheerful Approachable Proven sales track record Goal-oriented Exceptional time management Adept at closing sales Sales management Experience Finance Manager 01/2013 - 03/2016 Company Name City , State Lasco Ford. As the lead finance manager my responsibilities were numerous. My primary responsibility is to represent the dealership and abide by all the legal and ethical guidelines set forth under Federal Law. I aslo present all available products to 100% of the purchasing customers 100% of the time.I explain all the benefits unique to each available product. I am responsible for gathering all the appropriate documentation required from each lending institution for each individual customer. I ensure all CITs are funded within set guidelines by the dealership. I have build lasting and ethical relationships with my Buyers and Organizational Representatives. I have been professionally trained in Menu Selling by Gerry Gould AAGI. I am also part of additional Finance Manager formats such as Finance Showroom. New Car Sales. Al Serra Buick/GMC. I assisted customers with their New vehicle purchase/Lease with excellent counseling and product knowledge. I maintained a Customer Survey Index CSI of 100% (4.0) in the Buick, Cadillac, Chevrolet and GMC divisions. Along with the 4.0 customer CSI I also was current with all the General Motors training available for the complete GM 2012-2013 product Line-Up. I had complete working knowledge of all General Motors programs needed to maximize customer Rebate offers, as well as the ability to construct deals that maximize profits for the dealership. I was 2nd in the entire dealership for F& I penetration at $1050 per/copy. Answered customers' questions regarding products, prices and availability.Emphasized product features based on analysis of customers' needs.Maintained friendly and professional customer interactions. Assistant Sales Manager/Sales 01/2007 - 01/2009 Company Name City , State LaFontaine Auto Group. I assisted customers with the purchase/lease of a new or pre-owned vehicle, by maintaining the knowledge of the current purchase/lease options offered by the manufacture. I maintained the best product knowledge of the entire product line. I also assisted the New/Used Car Manager with the daily activities of the both departments to include lot and inventory management, deal structure and closing . I held the most certifications of all the sales associates. I completed all courses available from Lead Management, Commercial Vehicle sales, Leaf Vehicle Sales Leader, and all product knowledge training. New/Used Sales Consultant. General RV. I assisted customers with the purchase of the perfect Recreational Vehicle for their family. Extreme product knowledge was required due to a multiple line inventory, and floor plan availability. I was consistently in the top 10 of the sales force with volume and gross production. Assistant Used Car Manager/Sales 01/2000 - 01/2005 Company Name City , State Bill Fox Chevrolet. I assisted customers with their vehicle purchase/lease. Through excellent counseling and product knowledge. I also assisted the Used Car Manager with the daily activities of the Used Car Department. I was consistently awarded "The legion of Leaders" award from General Motors for my ongoing excellent CSI marks and product training. Used Car Manager 01/1998 - 01/2000 Company Name City , State Used Car Manager. Expressway Ford. I managed the used car inventory to include; appraisal's, auction purchases and sales, wholesale, deal desking, ongoing sales training, and the daily responsibilities of a Used Car Manager. Under my management gross per unit was improved from less the $800 per copy to more than $2000 per copy. I trained my sales staff though greater knowledge of the sales process and the entire product line, also their income was substantially increased. The implementation of my management processes and procedures was recognized by the Ford Motor Company's Regional Sales Director by his acknowledgment of the dealerships stunning success. General Sales Manager 01/1996 - 01/1998 Company Name City , State I was responsible for the inventory of both locations with a total of approximately 200 units. I also maintained the daily functions of the store such as personnel scheduling, deal desking, finance submissions, advertising in print and media form, floor plan management, and much more. Under my management the owner's were able to open a second location due to the increase in our gross per/unit profit. I also implemented many policy and procedures to enhance the capabilities of the stores performance. Sales/Assistant Used Car Manager 01/1991 - 01/1996 Company Name City , State New/Used Car Sales Professional/ Assistant Used Car Manager. Albert Chevrolet. I assisted customers with their vehicle purchase/lease needs through excellent counseling and continued knowledge of current rebate availability as well as product knowledge to ensure the customers best selection of a vehicle. I also assisted the Used Car Manager with the daily activities of the Used Car Department. I was awarded "The Legion of Leaders" from General Motors for volume sales, high customer satisfaction, and completion of all General Motors product knowledge training and sales training material. Munitions Systems Specialist 01/1985 - 01/1988 Company Name City , State Munition Systems Specialist: I assembled, disassembled and maintained non-nuclear tactical weaponry. Education Medical Engineering / Business Management 2 yrs. Baker College
Professional Meetings
* AAGI Finance Management Course
* Several motivational skill building seminars and Work-shops. : City , State Interests Legion of Leaders, Nissan Certified, United States Air Force * Honorable discharge from the United States Air Force * My activities always include my family. We like to camp, cannoe, hunt and plan great vacations Additional Information Honors & Activities * Legion of Leaders, Nissan Certified, United States Air Force * Honorablele discharge from theUnited States Air Force * My activities always include my family. We like to camp, cannoe, hunt and plan great vacations Skills advertising, benefits, Business Management 2, closing, Consultant, counseling, customer relations, customer satisfaction, documentation, Finance, floor plan, forth, GMC, inventory management, inventory, Law, legal, Director, Meetings, 2000, personnel, problem solving, processes, purchasing, Selling, Sales, sales training, scheduling, seminars, phone skills, unique, Work-shops | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME744516811" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_744516811_1_482367693" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="744516811FNAM1"> </span> <span> </span> <span class="field" id="744516811LNAM1"> FINANCE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM744516813" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM744516813"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744516813_1_482367703" style="padding-top:0px;"> <div class="field singlecolumn" id="744516813FRFM1"> Ability to communicate effectively to customers, management and staff. Establish rapport with clients from diverse socio-economic and ethnic backgrounds. Ability to deal with crisis in a calm, professional manner.</div> </div> </div> <div class="section" id="SECTION_HILT744516814" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT744516814"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744516814_1_482369746" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 paracharspace" id="744516814SKC11"> <ul> <li> Team leadership</li> <li> Accomplished in relationship selling</li> <li> Friendly and cheerful</li> <li> Approachable</li> <li> Proven sales track record</li> <li> Goal-oriented</li> <li> Exceptional time management</li> <li> Adept at closing sales</li> <li> Sales management</li> </ul> </td> <td class="field twocol_2 paracharspace" id="744516814SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM744517105" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR744516815" style="padding-top:5px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR744516815"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744516815_1_482367695" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744516815JTIT1"> Finance Manager</span> <span class="statesWrapper"> <span class="jobdates" format="%m/%Y" id="744516815JSTD1"> 01/2013</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744516815EDDT1"> 03/2016</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744516815COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="statesWrapper"> <span class="joblocation jobcity" id="744516815JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744516815JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="744516815JDES1" itemprop="description"> <ul> <li> Lasco Ford.</li> <li> As the lead finance manager my responsibilities were numerous.</li> <li> My primary responsibility is to represent the dealership and abide by all the legal and ethical guidelines set forth under Federal Law.</li> <li> I aslo present all available products to 100% of the purchasing customers 100% of the time.I explain all the benefits unique to each available product.</li> <li> I am responsible for gathering all the appropriate documentation required from each lending institution for each individual customer.</li> <li> I ensure all CITs are funded within set guidelines by the dealership.</li> <li> I have build lasting and ethical relationships with my Buyers and Organizational Representatives.</li> <li> I have been professionally trained in Menu Selling by Gerry Gould AAGI.</li> <li> I am also part of additional Finance Manager formats such as Finance Showroom.</li> <li> New Car Sales.</li> <li> Al Serra Buick/GMC.</li> <li> I assisted customers with their New vehicle purchase/Lease with excellent counseling and product knowledge.</li> <li> I maintained a Customer Survey Index CSI of 100% (4.0) in the Buick, Cadillac, Chevrolet and GMC divisions.</li> <li> Along with the 4.0 customer CSI I also was current with all the General Motors training available for the complete GM 2012-2013 product Line-Up.</li> <li> I had complete working knowledge of all General Motors programs needed to maximize customer Rebate offers, as well as the ability to construct deals that maximize profits for the dealership.</li> <li> I was 2nd in the entire dealership for F& I penetration at $1050 per/copy.</li> </ul> <p align="LEFT"> Answered customers' questions regarding products, prices and availability.Emphasized product features based on analysis of customers' needs.Maintained friendly and professional customer interactions.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744516815_2_482367696" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744516815JTIT2"> Assistant Sales Manager/Sales</span> <span class="statesWrapper"> <span class="jobdates" format="%m/%Y" id="744516815JSTD2"> 01/2007</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744516815EDDT2"> 01/2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744516815COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="statesWrapper"> <span class="joblocation jobcity" id="744516815JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744516815JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="744516815JDES2" itemprop="description"> <ul> <li> LaFontaine Auto Group.</li> <li> I assisted customers with the purchase/lease of a new or pre-owned vehicle, by maintaining the knowledge of the current purchase/lease options offered by the manufacture.</li> <li> I maintained the best product knowledge of the entire product line.</li> <li> I also assisted the New/Used Car Manager with the daily activities of the both departments to include lot and inventory management, deal structure and closing .</li> <li> I held the most certifications of all the sales associates.</li> <li> I completed all courses available from Lead Management, Commercial Vehicle sales, Leaf Vehicle Sales Leader, and all product knowledge training.</li> <li> New/Used Sales Consultant.</li> <li> General RV.</li> <li> I assisted customers with the purchase of the perfect Recreational Vehicle for their family.</li> <li> Extreme product knowledge was required due to a multiple line inventory, and floor plan availability.</li> <li> I was consistently in the top 10 of the sales force with volume and gross production.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744516815_3_482367697" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744516815JTIT3"> Assistant Used Car Manager/Sales</span> <span class="statesWrapper"> <span class="jobdates" format="%m/%Y" id="744516815JSTD3"> 01/2000</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744516815EDDT3"> 01/2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744516815COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="statesWrapper"> <span class="joblocation jobcity" id="744516815JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744516815JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="744516815JDES3" itemprop="description"> <ul> <li> Bill Fox Chevrolet.</li> <li> I assisted customers with their vehicle purchase/lease.</li> <li> Through excellent counseling and product knowledge.</li> <li> I also assisted the Used Car Manager with the daily activities of the Used Car Department.</li> <li> I was consistently awarded "The legion of Leaders" award from General Motors for my ongoing excellent CSI marks and product training.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744516815_4_482367698" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744516815JTIT4"> Used Car Manager</span> <span class="statesWrapper"> <span class="jobdates" format="%m/%Y" id="744516815JSTD4"> 01/1998</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744516815EDDT4"> 01/2000</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744516815COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="statesWrapper"> <span class="joblocation jobcity" id="744516815JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744516815JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="744516815JDES4" itemprop="description"> <ul> <li> Used Car Manager.</li> <li> Expressway Ford.</li> <li> I managed the used car inventory to include; appraisal's, auction purchases and sales, wholesale, deal desking, ongoing sales training, and the daily responsibilities of a Used Car Manager.</li> <li> Under my management gross per unit was improved from less the $800 per copy to more than $2000 per copy.</li> <li> I trained my sales staff though greater knowledge of the sales process and the entire product line, also their income was substantially increased.</li> <li> The implementation of my management processes and procedures was recognized by the Ford Motor Company's Regional Sales Director by his acknowledgment of the dealerships stunning success.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744516815_5_482367699" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744516815JTIT5"> General Sales Manager</span> <span class="statesWrapper"> <span class="jobdates" format="%m/%Y" id="744516815JSTD5"> 01/1996</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744516815EDDT5"> 01/1998</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744516815COMP5" itemprop="name"> Company Name</span> <span> </span> <span class="statesWrapper"> <span class="joblocation jobcity" id="744516815JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744516815JSTA5" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="744516815JDES5" itemprop="description"> <ul> <li> I was responsible for the inventory of both locations with a total of approximately 200 units.</li> <li> I also maintained the daily functions of the store such as personnel scheduling, deal desking, finance submissions, advertising in print and media form, floor plan management, and much more.</li> <li> Under my management the owner's were able to open a second location due to the increase in our gross per/unit profit.</li> <li> I also implemented many policy and procedures to enhance the capabilities of the stores performance.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744516815_6_482367700" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744516815JTIT6"> Sales/Assistant Used Car Manager</span> <span class="statesWrapper"> <span class="jobdates" format="%m/%Y" id="744516815JSTD6"> 01/1991</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744516815EDDT6"> 01/1996</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744516815COMP6" itemprop="name"> Company Name</span> <span> </span> <span class="statesWrapper"> <span class="joblocation jobcity" id="744516815JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744516815JSTA6" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="744516815JDES6" itemprop="description"> <ul> <li> New/Used Car Sales Professional/ Assistant Used Car Manager.</li> <li> Albert Chevrolet.</li> <li> I assisted customers with their vehicle purchase/lease needs through excellent counseling and continued knowledge of current rebate availability as well as product knowledge to ensure the customers best selection of a vehicle.</li> <li> I also assisted the Used Car Manager with the daily activities of the Used Car Department.</li> <li> I was awarded "The Legion of Leaders" from General Motors for volume sales, high customer satisfaction, and completion of all General Motors product knowledge training and sales training material.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744516815_7_482367701" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744516815JTIT7"> Munitions Systems Specialist</span> <span class="statesWrapper"> <span class="jobdates" format="%m/%Y" id="744516815JSTD7"> 01/1985</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744516815EDDT7"> 01/1988</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744516815COMP7" itemprop="name"> Company Name</span> <span> </span> <span class="statesWrapper"> <span class="joblocation jobcity" id="744516815JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744516815JSTA7" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="744516815JDES7" itemprop="description"> <ul> <li> Munition Systems Specialist: I assembled, disassembled and maintained non-nuclear tactical weaponry.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC744516816" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC744516816"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744516816_1_482367702" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="statesWrapper"> <span class="jobdates eduDate" id="744516816GRYR1"> </span> </span> <span class="degree" id="744516816DGRE1" itemprop="name"> Medical Engineering / Business Management 2 yrs. Baker College
Professional Meetings
* AAGI Finance Management Course
* Several motivational skill building seminars and Work-shops.</span> <span class="degree"> :</span> <span class="companyname companyname_educ" id="744516816SCHO1" itemprop="name"> </span> <span class="programline" id="744516816STUY1"> </span> </span> <span class="paddedline"> <span class="eduLocation" id="744516816SCIT1"> City</span> <span> , </span> <span class="eduLocation" id="744516816SSTA1"> State</span> <span class="eduLocation" id="744516816SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="744516816FRFM1"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_INTR744516818" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_INTR744516818"> Interests</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744516818_1_482367704" style="padding-top:0px;"> <div class="field singlecolumn" id="744516818FRFM1"> <p align="LEFT"> Legion of Leaders, Nissan Certified, United States Air Force </p> <br/> <p align="LEFT"> * Honorable discharge from the United States Air Force</p> <br/> <p align="LEFT"> * My activities always include my family. We like to camp, cannoe, hunt and plan great vacations</p> </div> </div> </div> <div class="section" id="SECTION_ADDI744516820" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ADDI744516820"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744516820_1_482367706" style="padding-top:0px;"> <div class="field singlecolumn" id="744516820FRFM1"> <ul> <li> Honors & Activities</li> <br/> <li> * Legion of Leaders, Nissan Certified, United States Air Force </li> <br/> <li> * Honorablele discharge from theUnited States Air Force</li> <br/> <li> * My activities always include my family. We like to camp, cannoe, hunt and plan great vacations</li> </ul> </div> </div> </div> <div class="section" id="SECTION_SKLL744516819" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL744516819"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744516819_1_482367705" style="padding-top:0px;"> <div class="field singlecolumn" id="744516819FRFM1"> <p align="LEFT"> advertising, benefits, Business Management 2, closing, Consultant, counseling, customer relations, customer satisfaction, documentation, Finance, floor plan, forth, GMC, inventory management, inventory, Law, legal, Director, Meetings, 2000, personnel, problem solving, processes, purchasing, Selling, Sales, sales training, scheduling, seminars, phone skills, unique, Work-shops</p> </div> </div> </div> </div> | FINANCE |
77,638,654 | FINANCE MANAGER Executive Profile Administrative professional offering excellent communication and computer skills. Meets deadlines and works with a high level of multicultural awareness and adaptability. Skill Highlights Extensive knowledlge of Real Estate programs Management Experience, Multitasking Extensive Customer Service and Problem Solving Experience Proficient in Quick Books, Act, and Microsoft Outlook. Microsoft Office Project management. Professional Experience Finance Manager June 2015 to Current Company Name - City , State Manage all finances through Quick Books , Budget planning, reconciliation of all accounts, accounts receivables and payables. National Sales Director and National Rehab Supervisor September 2013 to July 2015 Company Name - City , State Supervised and coordinate evictions with eviction attorneys to faciltated cash for keys negotiations and/or sheriff lock outs and supervise and coordinated Rehab of investment properties nationally by gathering, reviewing all bids for work orders and construction bids. Coordinated with agents nationally on purchases and sales of investment holdings. Review and negotiate all listing and purchase contracts as outlined by investors Advise investors on current property activity and prob!ems that occurred and their resolution. Maintain national pool of real estate agent through interviewing, hiring and discharge process. Review and process all accounts payable from vendors before sending to accounting with appropriate paperwork. Acted as office manage of the Lake Arrowhead branch, processing payroll, keeping up office supplies and maintaining office machines and maintaining service accounts. Executive Vice President September 2000 to July 2013 Company Name - City , State Oversaw daily office operations for staff of 3 employees. Prepared and distributed payroll for staff of 3 direct reports. Composed and drafted all outgoing correspondence and reports for directors Maintained website and weekly newsletter. Oversaw inventory and office supply purchases. Complied annual recommendations for next fiscal year budgets. Processed accounts receivable and accounts payable. Negotiated with vendors to order and maintain inventory of office supplies. Managed hundreds of accounts receivable accounts for local, State and National dues. Coordinated all travel arrangements, flights, hotels, transportation meeting registrations and course registrations for Directors attending State and National meetings Created expense reports, budgets and filing systems. Frequently used word processing, spreadsheet, database and presentation software. Reconciled and processed expense reports for 12 internal and field personnel. Coordinated vendor demonstrations and assisted in the contract negotiations of industry programs and tools Distributed company-wide announcements, booked conference rooms and coordinated catering for monthly member development forum and annual installation. Researched, proposed and implemented vendor services to decrease costs to organization. Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum. Processed and facilitated all pro standards complains and grievance hearings Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate destination. Human Resourses Executive Assistant April 1999 to September 2000 Company Name - City , State Led a comprehensive safety training for 23 staff members. Educated and advised employees on group health plans, voluntary benefits and 401(k) retirement plans. Developed and facilitated all new-hire orientations. Conducted employment verifications and investigations. Facilitated the criminal background check process for new hires. Managed all aspects of leave administration, including employee notifications, disability programs and health benefits. Processed workers ompensation and unemployment claims. Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale. Processed payroll and maintain employee payroll benefits database. Admissions Office Executive Assistant May 1998 to April 1999 Company Name - City , State Managed and facilitated new student orientation. Maintained transcripts for all students and teachers certification records Assisted financial aide department Assisted the career counseling department Tracked department expenses and supplies Orchestrated all aspects of graduation ceremonies. Education High School Diploma : 1979 Lakewood Sr. High School - City , State Licensed Real Estate Agent
Certified Pro Standards Administrator
Served on 8 years on product development advisory board Skills accounting, accounts payable, accounts receivable, Attention to detail, benefits, Budget development, budgets, Strong interpersonal skills, contract negotiations, contracts, counseling, Critical thinking, database, product development, filing, financial, hiring, inventory, team building, meetings, office, negotiations, newsletter, office machines, organizational, payroll, personnel, presentation development, QuickBooks, Real Estate, safety, sales, spreadsheet, staff development, Time management, transportation, travel arrangements, website, word processing | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME564097231" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_564097231_1_367536792" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="564097231FNAM1"> </span> <span> </span> <span class="field" id="564097231LNAM1"> FINANCE MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM564097233" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM564097233"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_564097233_1_367536800" style="padding-top:0px;"> <div class="field singlecolumn" id="564097233FRFM1"> <p align="LEFT"> Administrative professional offering excellent communication and computer skills. Meets deadlines and works with a high level of multicultural awareness and adaptability.</p> </div> </div> </div> <div class="section" id="SECTION_HILT564097234" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT564097234"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_564097234_1_367539473" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="564097234SKC11"> <ul> <li> Extensive knowledlge of Real Estate programs</li> <li> Management Experience, Multitasking </li> <li> Extensive Customer Service and Problem Solving Experience</li> </ul> </td> <td class="field twocol_2 charspace" id="564097234SKC21"> <ul> <li> Proficient in Quick Books, Act, and Microsoft Outlook. Microsoft Office </li> <li> Project management. </li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR564097235" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR564097235"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_564097235_1_455336735" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="564097235JTIT1"> Finance Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="564097235JSTD1"> June 2015</span> <span> to </span> <span class="jobdates" format="%B %Y" id="564097235EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="564097235COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="564097235JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="564097235JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="564097235JDES1" itemprop="description"> <p align="LEFT"> Manage all finances through Quick Books , Budget planning, reconciliation of all accounts, accounts receivables and payables. </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_564097235_2_367536794" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="564097235JTIT2"> National Sales Director and National Rehab Supervisor</span> <br/> <span> <span class="jobdates" format="%B %Y" id="564097235JSTD2"> September 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="564097235EDDT2"> July 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="564097235COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="564097235JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="564097235JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="564097235JDES2" itemprop="description"> <ul> <li> Supervised and coordinate evictions with eviction attorneys to faciltated cash for keys negotiations and/or sheriff lock outs and supervise and coordinated Rehab of investment properties nationally by gathering, reviewing all bids for work orders and construction bids.</li> <li> Coordinated with agents nationally on purchases and sales of investment holdings.</li> <li> Review and negotiate all listing and purchase contracts as outlined by investors Advise investors on current property activity and prob!ems that occurred and their resolution.</li> <li> Maintain national pool of real estate agent through interviewing, hiring and discharge process.</li> <li> Review and process all accounts payable from vendors before sending to accounting with appropriate paperwork.</li> <li> Acted as office manage of the Lake Arrowhead branch, processing payroll, keeping up office supplies and maintaining office machines and maintaining service accounts.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_564097235_3_367536795" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="564097235JTIT3"> Executive Vice President</span> <br/> <span> <span class="jobdates" format="%B %Y" id="564097235JSTD3"> September 2000</span> <span> to </span> <span class="jobdates" format="%B %Y" id="564097235EDDT3"> July 2013</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="564097235COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="564097235JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="564097235JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="564097235JDES3" itemprop="description"> <ul> <li> Oversaw daily office operations for staff of 3 employees.</li> <li> Prepared and distributed payroll for staff of 3 direct reports.</li> <li> Composed and drafted all outgoing correspondence and reports for directors Maintained website and weekly newsletter.</li> <li> Oversaw inventory and office supply purchases.</li> <li> Complied annual recommendations for next fiscal year budgets.</li> <li> Processed accounts receivable and accounts payable.</li> <li> Negotiated with vendors to order and maintain inventory of office supplies.</li> <li> Managed hundreds of accounts receivable accounts for local, State and National dues.</li> <li> Coordinated all travel arrangements, flights, hotels, transportation meeting registrations and course registrations for Directors attending State and National meetings Created expense reports, budgets and filing systems.</li> <li> Frequently used word processing, spreadsheet, database and presentation software.</li> <li> Reconciled and processed expense reports for 12 internal and field personnel.</li> <li> Coordinated vendor demonstrations and assisted in the contract negotiations of industry programs and tools Distributed company-wide announcements, booked conference rooms and coordinated catering for monthly member development forum and annual installation.</li> <li> Researched, proposed and implemented vendor services to decrease costs to organization.</li> <li> Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum.</li> <li> Processed and facilitated all pro standards complains and grievance hearings Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate destination.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_564097235_4_367536796" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="564097235JTIT4"> Human Resourses Executive Assistant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="564097235JSTD4"> April 1999</span> <span> to </span> <span class="jobdates" format="%B %Y" id="564097235EDDT4"> September 2000</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="564097235COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="564097235JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="564097235JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="564097235JDES4" itemprop="description"> <ul> <li> Led a comprehensive safety training for 23 staff members.</li> <li> Educated and advised employees on group health plans, voluntary benefits and 401(k) retirement plans.</li> <li> Developed and facilitated all new-hire orientations.</li> <li> Conducted employment verifications and investigations.</li> <li> Facilitated the criminal background check process for new hires.</li> <li> Managed all aspects of leave administration, including employee notifications, disability programs and health benefits.</li> <li> Processed workers ompensation and unemployment claims.</li> <li> Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale.</li> <li> Processed payroll and maintain employee payroll benefits database.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_564097235_5_367536797" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="564097235JTIT5"> Admissions Office Executive Assistant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="564097235JSTD5"> May 1998</span> <span> to </span> <span class="jobdates" format="%B %Y" id="564097235EDDT5"> April 1999</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="564097235COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="564097235JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="564097235JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="564097235JDES5" itemprop="description"> <ul> <li> Managed and facilitated new student orientation.</li> <li> Maintained transcripts for all students and teachers certification records Assisted financial aide department Assisted the career counseling department Tracked department expenses and supplies Orchestrated all aspects of graduation ceremonies.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC564097236" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC564097236"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_564097236_1_367536798" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="564097236DGRE1" itemprop="name"> High School Diploma</span> <span> : </span> <span class="programline" dependency="STUY" id="564097236STUY1"> </span> <span class="jobdates" id="564097236GRYR1"> 1979</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="564097236SCHO1" itemprop="name"> Lakewood Sr. High School</span> <span> - </span> <span class="joblocation jobcity" id="564097236SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="564097236SSTA1"> State</span> <span class="joblocation jobstate" id="564097236SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="564097236FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_564097236_2_367536799" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="564097236DGRE2" itemprop="name"> Licensed Real Estate Agent
Certified Pro Standards Administrator
Served on 8 years on product development advisory board</span> <span class="programline" dependency="STUY" id="564097236STUY2"> </span> <span class="jobdates" id="564097236GRYR2"> </span> </span> <span class="paddedline"> <span class="field" id="564097236FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL564097238" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL564097238"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_564097238_1_367536801" style="padding-top:0px;"> <div class="field singlecolumn" id="564097238FRFM1"> accounting, accounts payable, accounts receivable, Attention to detail, benefits, Budget development, budgets, Strong interpersonal skills, contract negotiations, contracts, counseling, Critical thinking, database, product development, filing, financial, hiring, inventory, team building, meetings, office, negotiations, newsletter, office machines, organizational, payroll, personnel, presentation development, QuickBooks, Real Estate, safety, sales, spreadsheet, staff development, Time management, transportation, travel arrangements, website, word processing</div> </div> </div> </div> | FINANCE |
38,441,665 | FINANCE DIRECTOR Professional Summary Results oriented, dependable and motivated professional with 15 years of various experience in the field of accounting, payroll, tax, procurement and administration. Desires a challenging role in business processes. Core Qualifications General and Tax Accounting Account reconciliation Budget forecasting expertise Financial statement analysis Compensation and benefits administration System implementation Inventory systems Poilcy/program development Certified Public Accountant (Philippines) Proficiency in Oracle Financials, Microsoft Office, Microsoft Dynamics, Peach Tree Accounting. Strong organizational skills Analytical skills Flexible team player Staff development Supervision and training Problem resolution Schedule management Strategic Good listener Customer relationship Service Orientation Experience Finance Director June 2003 to January 2014 Company Name - City , State Manage all aspects of accounting operations, overseeing day to day transactions related to general ledger, accounts payable, accounts receivable, fixed assets, cash accounts, payroll and purchasing. Reviews financial statements. Reviews results of operations and ensures proper reporting to program head to understand revenue and cost drivers and define appropriate reports for monitoring improvement. Prepares project pricing and budget. Develops financial models for comparative analysis of vendor proposals, compensation package, client pricing and budget proposals. Manages cash flow. Signs checks based on assigned approval authority. Manage the maintenance and creation of corporate accounting, payroll and purchasing policies. Ensuring that all records are maintained in accordance with GAAP and IFASB. Handles external audits and regulatory exams. Reviews and approves payroll. Regularly reviews template of employee contracts and benefits to ensure that it is updated based on approved compensation package and labor requirements. Assisted in job grading projects. Reviews and approves purchase orders based on assigned approval authority, recommends approval of capital improvements and purchases recommending board approval. Develops team members by setting objectives, providing performance reviews and coaching. Monitors team adherence to department scheduled reports and deliverables and control procedures. Manage external relationship with banks, auditors, lawyers, vendors/service providers and government representatives. Assisted in due diligence for company acquisitions. Handled implementation of accounting system. Reviews contracts with vendors and ensures coverage of all discussed clauses. Acts as the Corporate Secretary signing the minutes of Board of Directors meetings. Finance Officer October 2000 to May 2013 Company Name - City , State Prepares financial statement of regional headquarters. Consolidates financial statement of companies and reports to the higher management. Reviews financial statement and schedules of operating company. Provides variance analysis against approved budget. Manage cash flow and projection. Oversee preparation of client invoices and supporting documentation. Ensure compliance of billings with contractual terms. Ensures timely payment to vendors. Preparation of tax schedules, returns, information and other regulatory reports. Prepares payroll and tax documents of higher management. Reviews regular payroll and tax documentation. Maintains regular review of accounting policies, ensures proper implementation and creation of new policies in case of need. Handles performance review and coaching of the accounting team and payroll teams. Regularly coordinates with other departments on support required from the accounting team. Maintains relationship with banks, government agencies, clients and service providers. Handles coordination with auditors, lawyers and consultants on regular audits and legal matters. Accounting Staff January 1999 to October 2000 Company Name - City , State Prepare invoices and follow-up on payments. Prepare payments to vendors. Prepare tax returns and other regulatory reports Process payroll. Handles bank transactions. Handles bookkeeping and preparation of financial statements and schedules. Education Bachelor of Science : Accountancy , 1997 Miriam College Foundation Inc - City , State , Philippines Accountancy Professional Affiliations Philippine Institute of Certified Public Accountants (PIPCA), member 2000 - Present Skills Accounting, accounting system, accounts payable, accounts receivable, acquisitions, benefits, billings, bookkeeping, budget, cash flow, coaching, contracts, corporate accounting, client, clients, documentation, drivers, due diligence, external audits, financial, develops financial models, financial statements, prepares financial statement, fixed assets, general ledger, government reports, prepare invoices, legal, meetings, Microsoft Dynamics, Microsoft Office, Monitors, Oracle Financials, payroll, Peach Tree, performance reviews, policies, pricing, proposals, purchasing, variance analysis, budgets, managing cash flow, | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME665357919" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_665357919_1_432753023" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="665357919FNAM1"> </span> <span> </span> <span class="field" id="665357919LNAM1"> FINANCE DIRECTOR</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM665357921" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM665357921"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_665357921_1_432754824" style="padding-top:0px;"> <div class="field singlecolumn" id="665357921FRFM1"> <p align="LEFT"> Results oriented, dependable and motivated professional with 15 years of various experience in the field of accounting, payroll, tax, procurement and administration. Desires a challenging role in business processes.</p> </div> </div> </div> <div class="section" id="SECTION_HILT665357922" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT665357922"> Core Qualifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_665357922_1_432753032" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="665357922SKC11"> <ul> <li> General and Tax Accounting</li> <li> Account reconciliation</li> <li> Budget forecasting expertise</li> <li> Financial statement analysis</li> <li> Compensation and benefits administration</li> <li> System implementation</li> <li> Inventory systems</li> <li> Poilcy/program development</li> <li> Certified Public Accountant (Philippines)</li> <li> Proficiency in Oracle Financials, Microsoft Office, Microsoft Dynamics, Peach Tree Accounting.</li> </ul> <br/> <br/> </td> <td class="field twocol_2 charspace" id="665357922SKC21"> <ul> <li> Strong organizational skills</li> <li> Analytical skills</li> <li> Flexible team player</li> <li> Staff development</li> <li> Supervision and training</li> <li> Problem resolution</li> <li> Schedule management</li> <li> Strategic</li> <li> Good listener</li> <li> Customer relationship</li> <li> Service Orientation</li> <br/> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR665357923" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR665357923"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_665357923_1_432753026" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="665357923JTIT1"> Finance Director</span> <br/> <span> <span class="jobdates" format="%B %Y" id="665357923JSTD1"> June 2003</span> <span> to </span> <span class="jobdates" format="%B %Y" id="665357923EDDT1"> January 2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="665357923COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="665357923JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="665357923JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="665357923JDES1" itemprop="description"> <ul> <li> Manage all aspects of accounting operations, overseeing day to day transactions related to general ledger, accounts payable, accounts receivable, fixed assets, cash accounts, payroll and purchasing.</li> <li> Reviews financial statements.</li> <li> Reviews results of operations and ensures proper reporting to program head to understand revenue and cost drivers and define appropriate reports for monitoring improvement.</li> <li> Prepares project pricing and budget.</li> <li> Develops financial models for comparative analysis of vendor proposals, compensation package, client pricing and budget proposals.</li> <li> Manages cash flow.</li> <li> Signs checks based on assigned approval authority.</li> <li> Manage the maintenance and creation of corporate accounting, payroll and purchasing policies.</li> <li> Ensuring that all records are maintained in accordance with GAAP and IFASB.</li> <li> Handles external audits and regulatory exams.</li> <li> Reviews and approves payroll.</li> <li> Regularly reviews template of employee contracts and benefits to ensure that it is updated based on approved compensation package and labor requirements.</li> <li> Assisted in job grading projects.</li> <li> Reviews and approves purchase orders based on assigned approval authority, recommends approval of capital improvements and purchases recommending board approval.</li> <li> Develops team members by setting objectives, providing performance reviews and coaching.</li> <li> Monitors team adherence to department scheduled reports and deliverables and control procedures.</li> <li> Manage external relationship with banks, auditors, lawyers, vendors/service providers and government representatives.</li> <li> Assisted in due diligence for company acquisitions.</li> <li> Handled implementation of accounting system.</li> <li> Reviews contracts with vendors and ensures coverage of all discussed clauses.</li> <li> Acts as the Corporate Secretary signing the minutes of Board of Directors meetings.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_665357923_2_432753027" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="665357923JTIT2"> Finance Officer</span> <br/> <span> <span class="jobdates" format="%B %Y" id="665357923JSTD2"> October 2000</span> <span> to </span> <span class="jobdates" format="%B %Y" id="665357923EDDT2"> May 2013</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="665357923COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="665357923JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="665357923JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="665357923JDES2" itemprop="description"> <ul> <li> Prepares financial statement of regional headquarters.</li> <li> Consolidates financial statement of companies and reports to the higher management.</li> <li> Reviews financial statement and schedules of operating company.</li> <li> Provides variance analysis against approved budget.</li> <li> Manage cash flow and projection.</li> <li> Oversee preparation of client invoices and supporting documentation.</li> <li> Ensure compliance of billings with contractual terms.</li> <li> Ensures timely payment to vendors.</li> <li> Preparation of tax schedules, returns, information and other regulatory reports.</li> <li> Prepares payroll and tax documents of higher management.</li> <li> Reviews regular payroll and tax documentation.</li> <li> Maintains regular review of accounting policies, ensures proper implementation and creation of new policies in case of need.</li> <li> Handles performance review and coaching of the accounting team and payroll teams.</li> <li> Regularly coordinates with other departments on support required from the accounting team.</li> <li> Maintains relationship with banks, government agencies, clients and service providers.</li> <li> Handles coordination with auditors, lawyers and consultants on regular audits and legal matters.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_665357923_3_432753029" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="665357923JTIT3"> Accounting Staff</span> <br/> <span> <span class="jobdates" format="%B %Y" id="665357923JSTD3"> January 1999</span> <span> to </span> <span class="jobdates" format="%B %Y" id="665357923EDDT3"> October 2000</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="665357923COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="665357923JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="665357923JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="665357923JDES3" itemprop="description"> <ul> <li> Prepare invoices and follow-up on payments.</li> <li> Prepare payments to vendors.</li> <li> Prepare tax returns and other regulatory reports Process payroll.</li> <li> Handles bank transactions.</li> <li> Handles bookkeeping and preparation of financial statements and schedules.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC665357924" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC665357924"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_665357924_1_432753030" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="665357924DGRE1" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" dependency="STUY" id="665357924STUY1"> Accountancy</span> <span> , </span> <span class="jobdates" id="665357924GRYR1"> 1997</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="665357924SCHO1" itemprop="name"> Miriam College Foundation Inc</span> <span> - </span> <span class="joblocation jobcity" id="665357924SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="665357924SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="665357924SCNT1"> Philippines</span> </span> <span class="paddedline"> <span class="field" id="665357924FRFM1"> <p align="LEFT"> Accountancy</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL665357925" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_AFIL665357925"> Professional Affiliations</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_665357925_1_432758626" style="padding-top:0px;"> <div class="field singlecolumn" id="665357925FRFM1"> <p align="LEFT"> Philippine Institute of Certified Public Accountants (PIPCA), member 2000 - Present</p> </div> </div> </div> <div class="section" id="SECTION_SKLL665357934" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL665357934"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_665357934_1_432753034" style="padding-top:0px;"> <div class="field singlecolumn" id="665357934FRFM1"> <p align="LEFT"> Accounting, accounting system, accounts payable, accounts receivable, acquisitions, benefits, billings, bookkeeping, budget, cash flow, coaching, contracts, corporate accounting, client, clients, documentation, drivers, due diligence, external audits, financial, develops financial models, financial statements, prepares financial statement, fixed assets, general ledger, government reports, prepare invoices, legal, meetings, Microsoft Dynamics, Microsoft Office, Monitors, Oracle Financials, payroll, Peach Tree, performance reviews, policies, pricing, proposals, purchasing, variance analysis, budgets, managing cash flow, </p> </div> </div> </div> </div> | FINANCE |
18,072,085 | FINANCE ASSISTANT Summary Accurate, Alert, Ambitious, Analytical, Articulate, Efficient, Dependable, Responsible, People-Oriented, Honest, Independent and Hardworking. Integrity, Competence, Honesty, Growth, Family, Decisiveness, Stability and Leadership Accomplishments Awards :Most Improved Employee for the Year Year :2008 Company: MBS Accounting Services cc Awards :Emerald Award for hard work and Dedication to my work Year :2010, (first quarter) Company: Anglo American GSS (EMEA) Accounting Services Awards :Amber Award for hard work and Dedication to my work Year :2010, (last quarter) Company: Anglo American GSS (EMEA) Accounting Services Personal Strengths & Profile Professional Experience Finance Assistant January 2015 to December 2015 Company Name - City , State Receive purchase request forms, Processing & Issuing of purchase orders to suppliers, Send through the Purchase orders to Suppliers, Submit Supplier Invoices for payment, Follow up on delivery (goods received vouchers - GRV's), Corresponding with suppliers to get Tax Invoices for payment, Processing quotations & invoices on system, Submit all transactions & documents to line manager for approval Daily follow up on outstanding Invoices, Submitting supplier forms to line manager Maintaining Asset Register, Reconciliations per creditor Ensure that we receive Statements from Suppliers, Print proof of payments Send Proof of payments to Suppliers, To ensure there is enough funds available for the invoices that has to be paid. Monitoring the Funds Available, Assisting with the Audit information Monthly processing/capturing of payroll Debtors: Receipt of invoice request forms, Request line manager to create customers on system Ensuring allocations are correct, Processing sales order on system Forward original invoice to the requestor, Corresponding with Commercial Venture staff regarding payments Outstanding debtor follow up - weekly, Handover of outstanding debt Liaising with Attorneys, Monthly debtor reconciliations Cash Management: Capture payments on FNB Business banking (Daily), Capture payments on Nedbank Business banking (Daily) Ensure that there are two signatories to approve payments, Weekly bank reconciliations. Nedbank Procurement & Credit Cards: Ensure reminder of slips are send out on a weekly basis, Nedbank bank statements distributed to collect all slips Allocate slips to the correct account, Receive slips for all procurement & credit cards Compile all slips on statements, Process on Pastel Cashbook Processing Journals, Ensure Recon for Statements is signed off by the 15th of each month. Ad hoc Tasks: Answer the Telephones/Take messages, Creating New Files when needed Filling, Assisting other Staff with Office Administration, Monthly reconciliations of all sub-systems Financial Statements: Prepare financial statements of all University of Johannesburg companies on CaseWare. 35 companies). Fixed Asset Management Reason for looking: This is a temporary contract for 6 months Management Accountant August 2013 to January 2015 Company Name - City , State General Ledger System Management, Perform Month-end Procedures to finalise accounts, Produce Monthly Budget Variance Report, Perform Month-end Reconciliations for all Balance Sheet Accounts, Prepare Monthly Management Reports and Distribute to Management, Participate in Budgeting and Forecasting processes, Participate in 3 Year Plan Process, Assist in the preparation and running of the Audit, Prepare Annual Tax Returns, Monthly expenses analysis compared to the budget, Calculate monthly incentives for store staff, Allocate expense lines to all stores, Liaise with store managers in case of over spending, Managing rental expenses, making sure that all landlords are paid each month, Invoicing to MTN, Cell C, Vodacom and other cellular providers for monthly cellular income, Following up on all unpaid invoices, Management of all credit cards and petrol cards, Calculating of margin and making sure it agrees to merchandise and cellular department KPIs. Reason for leaving : Had to raise my son until he is at least 1 year. Senior Accounts Assistant September 2009 to August 2013 Company Name - City , State Transitioning Fixed Assets duties of all business units within the Anglo American Group into a Global Shared Service environment, Managing the Fixed Asset Registers of the Anglo American group, from calculating Depreciation, posting and reconciling it. Disposing of Assets and all other transactions that involve fixed assets. Analysing depreciation. I also help with project management at Anglo Coal. Reason for leaving : Looking for exposure in other Accounting fields and growth in my career. Trainee Accountant - SAICA Trainee September 2007 to September 2009 Company Name - City , State Cashbooks, VAT returns, Manual IRP5's, IT3 (a)'s and IT14's, EMP501's, Bank Reconciliation,. Finalizing VAT, Advising Clients, Preparing the Financial statements,. Debtors Reconciliation, Creditors Recon, Fixed Asset Register. Reason for leaving : Looking for better opportunities and growth. Education and Professional Training National Diploma : Internal Auditing , 2005 Walter Sisulu University of Technology - City , State , South Africa Internal Auditing Matric : Standard 10 , 2000 Thubalethu Senior Secondary School - City , State , South Africa B com : Internal Auditing University of South Africa - City , State , South Africa Not complete, 8 modules in 3rd year are still outstanding. Languages English IsiXhosa IsiZulu SeSotho Personal Information ID Details: 8209030804081 Family and marital status: Married Nationality: South African Date of Birth - 1982-09-03 Skills Accounting, General Accounting, Accountant, Articulate, Balance, Balance Sheet, bank reconciliations, Bank Reconciliation, banking, Bookkeeping, Budgeting, Budgets, Budget, C, CaseWare, Cash Management, Com, Credit, creditor, Clients, delivery, Dependable, English, Filling, Finance, Financial Management, Financial Statements, Prepare financial statements, Fixed Asset Register, Fixed Assets, Forecasting, forms, Funds, General Ledger, Hyperion, Invoicing, Leadership, Managing, Excel, Outlook, PowerPoint, Word, Office Administration, Organizing, Problem Solving, processes, process
Management, project management, reconciling, Reporting, Retail, SAP, Shared Service, Statistics, Take messages, Tax, Tax Returns, Team Player, Telephones, Type, VAT Returns | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME625855588" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_625855588_1_407231423" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="625855588FNAM1"> </span> <span> </span> <span class="field" id="625855588LNAM1"> FINANCE ASSISTANT</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM625855597" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM625855597"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625855597_1_407231972" style="padding-top:0px;"> <div class="field singlecolumn" id="625855597FRFM1"> Accurate, Alert, Ambitious, Analytical, Articulate, Efficient, Dependable, Responsible, People-Oriented, Honest, Independent and Hardworking. Integrity, Competence, Honesty, Growth, Family, Decisiveness, Stability and Leadership</div> </div> </div> <div class="section" id="SECTION_ACCM625855835" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM625855835"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625855835_1_407232268" style="padding-top:0px;"> <div class="field singlecolumn" id="625855835FRFM1"> Awards :Most Improved Employee for the Year Year :2008 Company: MBS Accounting Services cc Awards :Emerald Award for hard work and Dedication to my work Year :2010, (first quarter) Company: Anglo American GSS (EMEA) Accounting Services Awards :Amber Award for hard work and Dedication to my work Year :2010, (last quarter) Company: Anglo American GSS (EMEA) Accounting Services Personal Strengths & Profile</div> </div> </div> <div class="section" id="SECTION_EXPR625855590" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR625855590"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625855590_1_407231426" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="625855590JTIT1"> Finance Assistant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="625855590JSTD1"> January 2015</span> <span> to </span> <span class="jobdates" format="%B %Y" id="625855590EDDT1"> December 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="625855590COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="625855590JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="625855590JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="625855590JDES1" itemprop="description"> <ul> <li> Receive purchase request forms, Processing & Issuing of purchase orders to suppliers, Send through the Purchase orders to Suppliers, Submit Supplier Invoices for payment, Follow up on delivery (goods received vouchers - GRV's), Corresponding with suppliers to get Tax Invoices for payment, Processing quotations & invoices on system, Submit all transactions & documents to line manager for approval Daily follow up on outstanding Invoices, Submitting supplier forms to line manager Maintaining Asset Register, Reconciliations per creditor Ensure that we receive Statements from Suppliers, Print proof of payments Send Proof of payments to Suppliers, To ensure there is enough funds available for the invoices that has to be paid.</li> <li> Monitoring the Funds Available, Assisting with the Audit information Monthly processing/capturing of payroll Debtors: Receipt of invoice request forms, Request line manager to create customers on system Ensuring allocations are correct, Processing sales order on system Forward original invoice to the requestor, Corresponding with Commercial Venture staff regarding payments Outstanding debtor follow up - weekly, Handover of outstanding debt Liaising with Attorneys, Monthly debtor reconciliations Cash Management: Capture payments on FNB Business banking (Daily), Capture payments on Nedbank Business banking (Daily) Ensure that there are two signatories to approve payments, Weekly bank reconciliations.</li> <li> Nedbank Procurement & Credit Cards: Ensure reminder of slips are send out on a weekly basis, Nedbank bank statements distributed to collect all slips Allocate slips to the correct account, Receive slips for all procurement & credit cards Compile all slips on statements, Process on Pastel Cashbook Processing Journals, Ensure Recon for Statements is signed off by the 15th of each month.</li> <li> Ad hoc Tasks: Answer the Telephones/Take messages, Creating New Files when needed Filling, Assisting other Staff with Office Administration, Monthly reconciliations of all sub-systems Financial Statements: Prepare financial statements of all University of Johannesburg companies on CaseWare.</li> <li> 35 companies).</li> <li> Fixed Asset Management</li> </ul> <p> </p> <ul> <li> <strong> Reason for looking: </strong> This is a temporary contract for 6 months</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_625855590_2_407231427" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="625855590JTIT2"> Management Accountant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="625855590JSTD2"> August 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="625855590EDDT2"> January 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="625855590COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="625855590JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="625855590JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="625855590JDES2" itemprop="description"> <ul> <li> General Ledger System Management, Perform Month-end Procedures to finalise accounts, Produce Monthly Budget Variance Report, Perform Month-end Reconciliations for all Balance Sheet Accounts, Prepare Monthly Management Reports and Distribute to Management, Participate in Budgeting and Forecasting processes, Participate in 3 Year Plan Process, Assist in the preparation and running of the Audit, Prepare Annual Tax Returns, Monthly expenses analysis compared to the budget, Calculate monthly incentives for store staff, Allocate expense lines to all stores, Liaise with store managers in case of over spending, Managing rental expenses, making sure that all landlords are paid each month, Invoicing to MTN, Cell C, Vodacom and other cellular providers for monthly cellular income, Following up on all unpaid invoices, Management of all credit cards and petrol cards, Calculating of margin and making sure it agrees to merchandise and cellular department KPIs.</li> </ul> <p> <br/> </p> <ul> <li> <strong> Reason for leaving</strong> : Had to raise my son until he is at least 1 year.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_625855590_3_407231428" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="625855590JTIT3"> Senior Accounts Assistant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="625855590JSTD3"> September 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="625855590EDDT3"> August 2013</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="625855590COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="625855590JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="625855590JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="625855590JDES3" itemprop="description"> <ul> <li> Transitioning Fixed Assets duties of all business units within the Anglo American Group into a Global Shared Service environment, Managing the Fixed Asset Registers of the Anglo American group, from calculating Depreciation, posting and reconciling it.</li> <li> Disposing of Assets and all other transactions that involve fixed assets.</li> <li> Analysing depreciation.</li> <li> I also help with project management at Anglo Coal.</li> </ul> <p> <br/> </p> <ul> <li> <strong> Reason for leaving</strong> : Looking for exposure in other Accounting fields and growth in my career.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_625855590_4_407231429" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="625855590JTIT4"> Trainee Accountant - SAICA Trainee</span> <br/> <span> <span class="jobdates" format="%B %Y" id="625855590JSTD4"> September 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="625855590EDDT4"> September 2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="625855590COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="625855590JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="625855590JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="625855590JDES4" itemprop="description"> <ul> <li> Cashbooks, VAT returns, Manual IRP5's, IT3 (a)'s and IT14's, EMP501's, Bank Reconciliation,.</li> <li> Finalizing VAT, Advising Clients, Preparing the Financial statements,.</li> <li> Debtors Reconciliation, Creditors Recon, Fixed Asset Register.</li> </ul> <p> <br/> </p> <ul> <li> <strong> Reason for leaving</strong> : Looking for better opportunities and growth.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC625855591" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC625855591"> Education and Professional Training</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625855591_1_407231432" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="625855591DGRE1" itemprop="name"> National Diploma</span> <span> : </span> <span class="programline" dependency="STUY" id="625855591STUY1"> Internal Auditing</span> <span> , </span> <span class="jobdates" id="625855591GRYR1"> 2005</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="625855591SCHO1" itemprop="name"> Walter Sisulu University of Technology</span> <span> - </span> <span class="joblocation jobcity" id="625855591SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="625855591SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="625855591SCNT1"> South Africa</span> </span> <span class="paddedline"> <span class="field" id="625855591FRFM1"> Internal Auditing</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_625855591_2_407231433" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="625855591DGRE2" itemprop="name"> Matric</span> <span> : </span> <span class="programline" dependency="STUY" id="625855591STUY2"> Standard 10</span> <span> , </span> <span class="jobdates" id="625855591GRYR2"> 2000</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="625855591SCHO2" itemprop="name"> Thubalethu Senior Secondary School</span> <span> - </span> <span class="joblocation jobcity" id="625855591SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="625855591SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="625855591SCNT2"> South Africa</span> </span> <span class="paddedline"> <span class="field" id="625855591FRFM2"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_625855591_3_407233689" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="625855591DGRE3" itemprop="name"> B com</span> <span> : </span> <span class="programline" dependency="STUY" id="625855591STUY3"> Internal Auditing</span> <span class="jobdates" id="625855591GRYR3"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="625855591SCHO3" itemprop="name"> University of South Africa</span> <span> - </span> <span class="joblocation jobcity" id="625855591SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="625855591SSTA3"> State</span> <span> , </span> <span class="joblocation jobstate" id="625855591SCNT3"> South Africa</span> </span> <span class="paddedline"> <span class="field" id="625855591FRFM3"> Not complete, 8 modules in 3rd year are still outstanding.</span> </span> </div> </div> </div> <div class="section" id="SECTION_LANG625855598" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_LANG625855598"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625855598_1_407233114" style="padding-top:0px;"> <div class="field singlecolumn" id="625855598FRFM1"> <ul> <li> English</li> <li> IsiXhosa</li> <li> IsiZulu</li> <li> SeSotho</li> </ul> </div> </div> </div> <div class="section" id="SECTION_PRIN625855592" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_PRIN625855592"> Personal Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625855592_1_407231434" style="padding-top:0px;"> <div class="field singlecolumn" id="625855592FRFM1"> <ul> <li> ID Details: 8209030804081</li> </ul> <ul> <li> Family and marital status: Married </li> <li> Nationality: South African </li> <li> Date of Birth - 1982-09-03 </li> </ul> </div> </div> </div> <div class="section" id="SECTION_SKLL625855595" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL625855595"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_625855595_1_407231437" style="padding-top:0px;"> <div class="field singlecolumn" id="625855595FRFM1"> Accounting, General Accounting, Accountant, Articulate, Balance, Balance Sheet, bank reconciliations, Bank Reconciliation, banking, Bookkeeping, Budgeting, Budgets, Budget, C, CaseWare, Cash Management, Com, Credit, creditor, Clients, delivery, Dependable, English, Filling, Finance, Financial Management, Financial Statements, Prepare financial statements, Fixed Asset Register, Fixed Assets, Forecasting, forms, Funds, General Ledger, Hyperion, Invoicing, Leadership, Managing, Excel, Outlook, PowerPoint, Word, Office Administration, Organizing, Problem Solving, processes, process
Management, project management, reconciling, Reporting, Retail, SAP, Shared Service, Statistics, Take messages, Tax, Tax Returns, Team Player, Telephones, Type, VAT Returns</div> </div> </div> </div> | FINANCE |
14,408,510 | FINANCE COORDINATOR Highlights Microsoft Excel, Word, Access, PowerPoint, MS Outlook, SAP, Marketing Funds System, Siebel, AS400/Mainframe, Baan ERP, SharePoint, Salesforce.com, SAP CRM Experience 05/2014 - Current Company Name - City , State Finance Coordinator SUMMARY Dedicated accounting and finance professional with proficient analytical, budget processing, supporting and researching experience that includes general ledger reconciliation, data management and analysis, auditing, accounts payable and accounts receivables. Successful at managing multiple assignments while meeting tight deadlines. Adept at building productive, cross-functional team relationships, and leveraging these relationships to gain cooperation in resolving issues. 02/2012 - 05/2014 Company Name - City , State Master Data Specialist Accurately created customer master data records and sales hierarchies in SAP. Served as subject matter expert on Warehouse Direct (WD) accounts, addressing escalated issues and answering questions from the business regarding WD processes. Involved in SharePoint project which reduced the WD account create and change work flow process time by half. 12/2008 - 02/2012 Company Name - City , State Financial Analyst Worked closely with pharmaceutical client CFO and controller generating reports and reconciliations to assist in cash flow forecasting. Performed reconciliations utilizing Excel techniques including V-lookups and pivot tables. Consistently managed and completed month end close process within five business days. Processed client approved write-offs, accruals, journal entries and posted transactions to the general ledger. Assisted account analysts in collection of past due open accounts receivables. Participated in the recommendation, development, testing and implementation of department automated AR Reconciliation tool, which significantly reduced the manual matching work performed by the department Financial Analysts. Received several recognition awards for commitment to teamwork, initiative, process improvements and customer service. 08/2006 - 07/2008 Company Name - City , State Financial Analyst Maintained and accurately loaded multi-million dollar marketing budgets and forecasts into the Marketing Funds sub-ledger. Supported brand marketing managers by providing analysis and weekly reporting on marketing spend actual results versus forecast in SAP and Marketing Funds. Met quarterly with brand managers to ensure activity based spend was in-line with forecasted budget. Assisted finance manager with period end and yearly close functions. Documented and tracked all forecast changes between brands and programs in the Marketing Funds system and Access database; quarterly reconciling budget dollars within the two systems. Assumed lead role for reporting inventory status to brand managers and assisting in the resale of overstock items; analysis - researched variances. Coordinated annual Accrual process. Audited payment requests in excess of 75k for correct general ledger coding and adherence to GAAP guidelines. 02/2000 - 08/2006 Company Name - City , State Trade Promotion Specialist Accounting Pre-audited and processed trade marketing and bottler coop reimbursements to conform to GAAP guidelines. Analyzed and adjusted trade budgets to actual to facilitate year-end close process. Prepared period and year-end close journal entries for multiple general ledger and cost center combinations. Created customized reconciliation forms and reports, using Excel techniques including macros, V-lookups, and pivot tables. Led and executed department training; trained new hires on Marketing Funds System, SAP and reconciling procedures. Participated in the development, testing and documenting of department reconciling tool. Oversaw department records retention/retrieval system; received "What Outstanding Work" (WOW) award for initiative and independent effort. Received "Shooting Star" award for individual contribution to team's overall successful accomplishments. Education 2016 Columbia Southern University City , State B.S : Business Administration/Finance Business Administration/Finance Skills Accounting, accounts payable, accounts receivables, accruals, Accrual, AR, AS400, auditing, Baan, brand marketing, budgets, budget, cash flow, com, controller, CRM, client, customer service, data management and analysis, drivers, ERP, finance, Financial, forecasting, forms, functional, Funds, general ledger, inventory, ledger, macros, Mainframe, managing, marketing, Access, Access database, Microsoft Excel, Excel, MS Outlook, PowerPoint, SharePoint, Word, month end close process, pivot tables, processes, coding, promotion, reconciling, reporting, researching, sales, SAP, Siebel, simulation, Six Sigma, teamwork, year-end | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME622502985" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_622502985_1_404970108" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="622502985FNAM1"> </span> <span> </span> <span class="field" id="622502985LNAM1"> FINANCE COORDINATOR</span> </div> </div> </div> <div class="section" id="SECTION_SUMM622502991" style="padding-top:0px;"> </div> <div class="section" id="SECTION_HILT622502989" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT622502989"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622502989_1_404970116" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="622502989SKC11"> Microsoft Excel, Word, Access, PowerPoint, MS Outlook, SAP, Marketing Funds System, Siebel, AS400/Mainframe, Baan ERP, SharePoint, Salesforce.com, SAP CRM</td> <td class="field twocol_2" id="622502989SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM622503729" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR622502987" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR622502987"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622502987_1_404970110" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="622502987JSTD1"> 05/2014</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="622502987EDDT1"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622502987COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622502987JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622502987JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="622502987JTIT1"> Finance Coordinator</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="622502987JDES1" itemprop="description"> <ul> <li> SUMMARY Dedicated accounting and finance professional with proficient analytical, budget processing, supporting and researching experience that includes general ledger reconciliation, data management and analysis, auditing, accounts payable and accounts receivables.</li> <li> Successful at managing multiple assignments while meeting tight deadlines.</li> <li> Adept at building productive, cross-functional team relationships, and leveraging these relationships to gain cooperation in resolving issues.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622502987_2_404970111" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="622502987JSTD2"> 02/2012</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="622502987EDDT2"> 05/2014</span> </span> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622502987COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622502987JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622502987JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="622502987JTIT2"> Master Data Specialist</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="622502987JDES2" itemprop="description"> <ul> <li> Accurately created customer master data records and sales hierarchies in SAP.</li> <li> Served as subject matter expert on Warehouse Direct (WD) accounts, addressing escalated issues and answering questions from the business regarding WD processes.</li> <li> Involved in SharePoint project which reduced the WD account create and change work flow process time by half.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622502987_3_404970112" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="622502987JSTD3"> 12/2008</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="622502987EDDT3"> 02/2012</span> </span> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622502987COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622502987JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622502987JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="622502987JTIT3"> Financial Analyst</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="622502987JDES3" itemprop="description"> <ul> <li> Worked closely with pharmaceutical client CFO and controller generating reports and reconciliations to assist in cash flow forecasting.</li> <li> Performed reconciliations utilizing Excel techniques including V-lookups and pivot tables.</li> <li> Consistently managed and completed month end close process within five business days.</li> <li> Processed client approved write-offs, accruals, journal entries and posted transactions to the general ledger.</li> <li> Assisted account analysts in collection of past due open accounts receivables.</li> <li> Participated in the recommendation, development, testing and implementation of department automated AR Reconciliation tool, which significantly reduced the manual matching work performed by the department Financial Analysts.</li> <li> Received several recognition awards for commitment to teamwork, initiative, process improvements and customer service.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622502987_4_404970113" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="622502987JSTD4"> 08/2006</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="622502987EDDT4"> 07/2008</span> </span> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622502987COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622502987JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622502987JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="622502987JTIT4"> Financial Analyst</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="622502987JDES4" itemprop="description"> <ul> <li> Maintained and accurately loaded multi-million dollar marketing budgets and forecasts into the Marketing Funds sub-ledger.</li> <li> Supported brand marketing managers by providing analysis and weekly reporting on marketing spend actual results versus forecast in SAP and Marketing Funds.</li> <li> Met quarterly with brand managers to ensure activity based spend was in-line with forecasted budget.</li> <li> Assisted finance manager with period end and yearly close functions.</li> <li> Documented and tracked all forecast changes between brands and programs in the Marketing Funds system and Access database; quarterly reconciling budget dollars within the two systems.</li> <li> Assumed lead role for reporting inventory status to brand managers and assisting in the resale of overstock items; analysis - researched variances.</li> <li> Coordinated annual Accrual process.</li> <li> Audited payment requests in excess of 75k for correct general ledger coding and adherence to GAAP guidelines.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622502987_5_404970114" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="622502987JSTD5"> 02/2000</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="622502987EDDT5"> 08/2006</span> </span> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622502987COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622502987JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622502987JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="622502987JTIT5"> Trade Promotion Specialist</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="622502987JDES5" itemprop="description"> <ul> <li> Accounting Pre-audited and processed trade marketing and bottler coop reimbursements to conform to GAAP guidelines.</li> <li> Analyzed and adjusted trade budgets to actual to facilitate year-end close process.</li> <li> Prepared period and year-end close journal entries for multiple general ledger and cost center combinations.</li> <li> Created customized reconciliation forms and reports, using Excel techniques including macros, V-lookups, and pivot tables.</li> <li> Led and executed department training; trained new hires on Marketing Funds System, SAP and reconciling procedures.</li> <li> Participated in the development, testing and documenting of department reconciling tool.</li> <li> Oversaw department records retention/retrieval system; received "What Outstanding Work" (WOW) award for initiative and independent effort.</li> <li> Received "Shooting Star" award for individual contribution to team's overall successful accomplishments.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC622502988" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC622502988"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622502988_1_404970115" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="622502988GRYR1"> 2016</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="622502988SCHO1" itemprop="name"> Columbia Southern University</span> <span class="joblocation jobcity" id="622502988SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="622502988SSTA1"> State</span> <span class="joblocation jobstate" id="622502988SCNT1"> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="622502988DGRE1" itemprop="name"> B.S</span> <span> : </span> <span class="programline" id="622502988STUY1"> Business Administration/Finance</span> </span> <span class="paddedline"> <span class="field" id="622502988FRFM1"> Business Administration/Finance</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL622502990" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL622502990"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622502990_1_404970117" style="padding-top:0px;"> <div class="field singlecolumn" id="622502990FRFM1"> Accounting, accounts payable, accounts receivables, accruals, Accrual, AR, AS400, auditing, Baan, brand marketing, budgets, budget, cash flow, com, controller, CRM, client, customer service, data management and analysis, drivers, ERP, finance, Financial, forecasting, forms, functional, Funds, general ledger, inventory, ledger, macros, Mainframe, managing, marketing, Access, Access database, Microsoft Excel, Excel, MS Outlook, PowerPoint, SharePoint, Word, month end close process, pivot tables, processes, coding, promotion, reconciling, reporting, researching, sales, SAP, Siebel, simulation, Six Sigma, teamwork, year-end</div> </div> </div> </div> | FINANCE |
12,858,898 | FINANCE MANAGER Summary Skilled Finance Leader experienced in budgeting, strategic planning, product analysis, cost allocation, sales plan design and adminstration. Highlights Strategic planning CPA (Inactive License) Significant Budget/forecasting experience with a focus on process improvement Experienced Essbase User Strong Excel Skills Accomplishments Developed product report and pricing framework driving decisions regarding minimum pricing and product margins Partnered with Human Resources and Business Leaders to redesign sales plans to reduce sales cost and improving alignment with sales activity Streamlined finance support with improved consistency and service levels while reducing staff Experience Finance Manager 10/2007 to Current Company Name City , State Manage forecasting, outlook, reporting and sales compensation process for Structured Product Services Group of Corporate Trust. Asset classes supported includes residential and commercial mortgage products as well as auto, student loans, life insurance and other asset classes Identify and support process improvements to streamline reporting, simplify and improve forecast models and enhance metrics for productivity to support strategic business decisions Develop pricing, cost and allocation models for existing products and new business opportunities providing financial data for strategic growth initiatives and pricing modifications Support business objectives related to expense reduction goals Manage team of 6-7 Consultants including staff that is located remotely with significant focus on skill development Finance Manager/Director 12/2005 to 10/2007 Company Name City , State Managed team responsible for the weekly 90 day cash forecasting process during time of significant market/liquidity stress. Responsibilities included setting calendar, producing executive and summary reports with commentary, actual to forecast variance and model maintenance Recommended adjustments to 90 day cash forecast along with risks and opportunities to cash needs Completed ad hoc reporting requests for Treasury and Senior Management Coordinated review of balance sheet forecast Finance Manager/Senior Analyst 04/2003 to 12/2005 Company Name City , State Completed monthly and quarterly forecasts and annual operating plan and reporting for the $45 billion residential mortgage financing portfolio Coordinated pre-close and close process for portfolio Developed portfolio and deal level yield analytics including net interest margin, provision expense and operating expense as well as rate/volume attribution for forecast and actuals for residential mortgage portfolio Created and/or enhanced management reporting package of forecast and actual business results Communicated forecast and actual results to both Finance and Business Management Led project to develop and implement a new Essbase forecast model for the residential securitization portfolio accounted for as a financing accounting transaction Implemented additional forecast process controls to improve accuracy and enhance coordination various groups Financial Consultant 05/2002 to 04/2003 Company Name City , State Tracked indicative pricing and secondary fixed rate spread levels for Corporate debt issuance and peer group Analyzed maturity risk, basis risk and repricing characteristics of debt portfolio Analyzed consolidated liquidity and balance sheet trends for funding purposes Finance Manager 04/2001 to 05/2002 Company Name City , State Directed early estimate, month-end close, variance analysis, budgeting and forecasting processes Developedand implemented new internal expense allocation methodology Managed Analysts that supported the Employee Benefits Support Group Integrated the daily finance support of Institutional Trust acquisitions Senior/Lead Analyst 02/1998 to 04/2001 Company Name City , State Directed final finance integration of 22 Employee Benefit offices/states Identified issues, implemented policy changes and conducted training for the general ledger conversion Led department automation project for financial reporting and development of budget model Implemented new Trust Operations cost allocation methodology and actual versus plan volume tracking Led financial tracking for the merger of Norwest/Wells Fargo Trust Operations Groups Identified and implemented changes to allocation model for un-invested cash balances Managed analysts that provided daily finance support Education B.S. : Accounting B.S Bemidji State University Bemidji State University May 1992 Accounting B.S. GPA 3.9 MBA : Finance & Strategic Management Carlson School of Management, University of Minnesota Carlson School of Management, University of Minnesota July 2001 MBA - Finance & Strategic Management GPA 3.9 Certifications CPA RFC Skills Finance, Forecasting, Loans, Mortgage, Pricing, And Sales, Annuities, Compensation, Life Insurance, Metrics, Outlook, Process Improvements, Sales, Sales Compensation, Cash, Budget, Cash Balances, Financial Reporting, General Ledger, Integration, Integrator, Operations, Training, Trust Operations, Balance Sheet, Accounting, Business Management, Essbase, Forecasts, Process Controls, Residential Mortgage, Securitization, Adjustments, Cash Forecasting, Maintenance, Benefits, Budgeting, Employee Benefits, Variance Analysis, Basis, Cpa, Excel, Process Improvement, Strategic Planning, Mba | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME580492874" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_580492874_1_377894577" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="580492874FNAM1"> </span> <span> </span> <span class="field lName" id="580492874LNAM1"> FINANCE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM580492876" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM580492876"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_580492876_1_377896930" style="
padding-top:0px;
"> <div class="field singlecolumn" id="580492876FRFM1"> <p align="LEFT"> Skilled Finance Leader experienced in budgeting, strategic planning, product analysis, cost allocation, sales plan design and adminstration.</p> </div> </div> </div> <div class="section" id="SECTION_HILT580492877" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT580492877"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_580492877_1_377894579" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="580492877SKC11"> <ul> <li> Strategic planning</li> <li> CPA (Inactive License)</li> <li> Significant Budget/forecasting experience with a focus on process improvement</li> <li> Experienced Essbase User</li> <li> Strong Excel Skills</li> </ul> </td> <td class="field twocol_2" id="580492877SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM580493009" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM580493009"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_580493009_1_377899830" style="
padding-top:0px;
"> <div class="field singlecolumn" id="580493009FRFM1"> <ul> <li> Developed product report and pricing framework driving decisions regarding minimum pricing and product margins</li> <br/> <li> Partnered with Human Resources and Business Leaders to redesign sales plans to reduce sales cost and improving alignment with sales activity</li> <br/> <li> Streamlined finance support with improved consistency and service levels while reducing staff</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR580492878" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR580492878"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_580492878_1_377894580" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="580492878JTIT1"> Finance Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="580492878JSTD1"> 10/2007</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="580492878EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="580492878COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="580492878JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="580492878JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="580492878JDES1" itemprop="description"> <ul> <li> Manage forecasting, outlook, reporting and sales compensation process for Structured Product Services Group of Corporate Trust. Asset classes supported includes residential and commercial mortgage products as well as auto, student loans, life insurance and other asset classes</li> <li> Identify and support process improvements to streamline reporting, simplify and improve forecast models and enhance metrics for productivity to support strategic business decisions</li> <li> Develop pricing, cost and allocation models for existing products and new business opportunities providing financial data for strategic growth initiatives and pricing modifications</li> <li> Support business objectives related to expense reduction goals</li> <li> Manage team of 6-7 Consultants including staff that is located remotely with significant focus on skill development</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_580492878_2_377894582" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="580492878JTIT2"> Finance Manager/Director</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="580492878JSTD2"> 12/2005</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="580492878EDDT2"> 10/2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="580492878COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="580492878JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="580492878JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="580492878JDES2" itemprop="description"> <ul> <li> Managed team responsible for the weekly 90 day cash forecasting process during time of significant market/liquidity stress. Responsibilities included setting calendar, producing executive and summary reports with commentary, actual to forecast variance and model maintenance</li> <li> Recommended adjustments to 90 day cash forecast along with risks and opportunities to cash needs</li> <li> Completed ad hoc reporting requests for Treasury and Senior Management</li> <li> Coordinated review of balance sheet forecast</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_580492878_3_377894583" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="580492878JTIT3"> Finance Manager/Senior Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="580492878JSTD3"> 04/2003</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="580492878EDDT3"> 12/2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="580492878COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="580492878JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="580492878JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="580492878JDES3" itemprop="description"> <ul> <li> Completed monthly and quarterly forecasts and annual operating plan and reporting for the $45 billion residential mortgage financing portfolio</li> <li> Coordinated pre-close and close process for portfolio</li> <li> Developed portfolio and deal level yield analytics including net interest margin, provision expense and operating expense as well as rate/volume attribution for forecast and actuals for residential mortgage portfolio</li> <li> Created and/or enhanced management reporting package of forecast and actual business results</li> <li> Communicated forecast and actual results to both Finance and Business Management</li> <li> Led project to develop and implement a new Essbase forecast model for the residential securitization portfolio accounted for as a financing accounting transaction</li> <li> Implemented additional forecast process controls to improve accuracy and enhance coordination various groups</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_580492878_4_377894584" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="580492878JTIT4"> Financial Consultant</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="580492878JSTD4"> 05/2002</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="580492878EDDT4"> 04/2003</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="580492878COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="580492878JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="580492878JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="580492878JDES4" itemprop="description"> <ul> <li> Tracked indicative pricing and secondary fixed rate spread levels for Corporate debt issuance and peer group</li> <li> Analyzed maturity risk, basis risk and repricing characteristics of debt portfolio</li> <li> Analyzed consolidated liquidity and balance sheet trends for funding purposes</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_580492878_5_377894585" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="580492878JTIT5"> Finance Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="580492878JSTD5"> 04/2001</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="580492878EDDT5"> 05/2002</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="580492878COMP5" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="580492878JCIT5" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="580492878JSTA5" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="580492878JDES5" itemprop="description"> <ul> <li> Directed early estimate, month-end close, variance analysis, budgeting and forecasting processes</li> <li> Developedand implemented new internal expense allocation methodology</li> <li> Managed Analysts that supported the Employee Benefits Support Group</li> <li> Integrated the daily finance support of Institutional Trust acquisitions</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_580492878_6_377894586" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="580492878JTIT6"> Senior/Lead Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="580492878JSTD6"> 02/1998</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="580492878EDDT6"> 04/2001</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="580492878COMP6" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="580492878JCIT6" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="580492878JSTA6" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="580492878JDES6" itemprop="description"> <ul> <li> Directed final finance integration of 22 Employee Benefit offices/states</li> <li> Identified issues, implemented policy changes and conducted training for the general ledger conversion</li> <li> Led department automation project for financial reporting and development of budget model</li> <li> Implemented new Trust Operations cost allocation methodology and actual versus plan volume tracking</li> <li> Led financial tracking for the merger of Norwest/Wells Fargo Trust Operations Groups</li> <li> Identified and implemented changes to allocation model for un-invested cash balances</li> <li> Managed analysts that provided daily finance support</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC580492879" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC580492879"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_580492879_1_377894588" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="580492879DGRE1" itemprop="name"> B.S.</span> <span> : </span> <span class="programline" id="580492879STUY1"> Accounting B.S</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="580492879SCHO1" itemprop="name"> Bemidji State University</span> </span> <span class="paddedline"> <span class="field" id="580492879FRFM1"> Bemidji State University May 1992 Accounting B.S. GPA 3.9</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_580492879_2_377894589" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="580492879DGRE2" itemprop="name"> MBA</span> <span> : </span> <span class="programline" id="580492879STUY2"> Finance & Strategic Management</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="580492879SCHO2" itemprop="name"> Carlson School of Management, University of Minnesota</span> </span> <span class="paddedline"> <span class="field" id="580492879FRFM2"> Carlson School of Management, University of Minnesota July 2001 MBA - Finance & Strategic Management GPA 3.9</span> </span> </div> </div> </div> <div class="section" id="SECTION_CERT580492894" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_CERT580492894"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_580492894_1_377894590" style="
padding-top:0px;
"> <div class="field singlecolumn" id="580492894FRFM1"> CPA RFC</div> </div> </div> <div class="section" id="SECTION_SKLL580492895" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL580492895"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_580492895_1_377894591" style="
padding-top:0px;
"> <div class="field singlecolumn" id="580492895FRFM1"> Finance, Forecasting, Loans, Mortgage, Pricing, And Sales, Annuities, Compensation, Life Insurance, Metrics, Outlook, Process Improvements, Sales, Sales Compensation, Cash, Budget, Cash Balances, Financial Reporting, General Ledger, Integration, Integrator, Operations, Training, Trust Operations, Balance Sheet, Accounting, Business Management, Essbase, Forecasts, Process Controls, Residential Mortgage, Securitization, Adjustments, Cash Forecasting, Maintenance, Benefits, Budgeting, Employee Benefits, Variance Analysis, Basis, Cpa, Excel, Process Improvement, Strategic Planning, Mba</div> </div> </div> </div> | FINANCE |
24,670,867 | GLOBAL FINANCE ACCOUNTANT Summary Honest, reliable, dependable, hardworking, quick learner, enthusiastic, motivated individual with strong work ethics, who is results driven, detail oriented, and well organized with a fervent desire to learn and be part of a professional team which offers continued opportunities for professional and personal growth. Skills Excellent people and self-management techniques, Excellent Client or Business partner relations, Excellent Written and Oral communication abilities, Excellent problem-solving skills, File maintenance, Experience using Windows 98, 2000, 2007, 2010, 2013, Power Point, MS Outlook, MS Word, Bolt, MAC, Millennium, Internet, SAP 7.5, Sabre, Great Plains, Lawson HRIS, CSG, ProAlpha, Quick Books, Centricity, AS400, Oracle R11, Oracle R12, MAS 90, Kofax, Excel. Knowledge of Financial Management and human resource, SOX compliant procedures and ISO900. Experience Global Finance Accountant Oct 2016 to Current Company Name - City , State Process and Analyze invoices and expense reports to ensure appropriate approvals in accordance with CGE Expenditure Authorization Guidelines. Ensures accuracy of tax calculations for all invoice payments and accrues additional tax expense and payable during the posting process. Communicate with business partners and external vendors on invoice inquiries and other expense related activities. Apply company, cost center, general ledger (GL), and other required coding for financial information system entries to ensure accuracy of posting entries and accrual reporting. Compile and prepare standard reports for review by other associates and managers in accordance with accounting standards and company policies. Create, prepare and distribute weekly proposals to the team. Researched discrepancies and updated accounts with accurate information. Resolved reconciliation discrepancies in a timely manner. Ensure that company financial systems are robust, compliant and support current activities and future growth. Reconciled all Balance Sheet accounts monthly. Review the Financial Statements monthly to ensure accuracy. Managed company policies regarding capital requirements, debt, taxation, equity, disposals and acquisitions, as appropriate. Established a high level of credibility and manage strong working relationships with external parties including vendors and advisors prepare for financial audit and coordinate the audit process. collect and analyze financial information to recommend or develop efficient use of resources and procedures, provide strategic recommendations and maintain solutions to business and financial problems. Financial Analyst / Accounts Payable Jul 2013 to Jan 2016 Company Name - City , State Process external invoices in R11/ R12 (Oracle) for multiple entities, domestic and foreign, within established service level commitments. Ensure processing of payments of invoices, refunds and expenses is in compliance with established key controls. Provide strong customer service, support and demonstrate initiative in preventing invoice issues. Research, and resolve invoice and payment issues with external vendors. Assist in documentation and implementation of a global Accounts Payable function. Train internal and external customers/ new employees on policy and procedures. Provide assistance, support and develop strong communications for the internal/ external business units
Assist management with projects as necessary for the Finance organization. Communicated with various partners, including Corporate and Regional FP&A and counterparts and Finance Business Partners. Assist with internal and external SOX audits. Handled reconciliation of monthly statements Complete and review of account reconciliations.as a part of month end closing procedure. Responsible for the day- to-day general ledger accounting and financial reporting and analysis for assigned functional areas. Research and resolve Business Units inquiries for assigned functional areas. Provide financial tracking and maintenance support to Project Managers. Partnered and collaborated with Business Units from several regions to help deliver on various objectives including fiscal year annual operating planning. Built strong knowledge of Visa's business through constant communication with the Business units from several different regions. Ensured financial data accuracy, integrity and consistency of information as well as organized documentation of results and data sources used. Support production of monthly reports including performing accurate variance analysis and outlining contributing factors. Financial Operations Analyst Jun 2011 to Jun 2013 Company Name - City , State Team player responsible for processing over 385,000 invoices annually. Handled reconciliation of monthly statements. Documented completion and review of account reconciliations.as a part of month end closing procedure. Audited merchandise invoices against internal purchase orders per SOX compliance. Responsible for overseeing the review of the daily settlement process to ensure that net cash settlements are complete, accurate, and posted in a timely manner. Reviewed vendor processes and transactions to ensure they are being performed accurately. Participated in SOX complaint projects. Processed and maintained accounting records for business units/sub-regional offices to ensure a high quality of accounting accuracy, timeliness of reporting and compliance to corporate policies per GAAP and SOX requirements. Handled and disputed chargebacks. Maintained lists of accounts receivable and payable. Updated vendor files and file numbers. Print and distributed monthly financial reports. Partnered and collaborated with Business Units from several regions to help deliver on various objectives including fiscal year annual operating plan. Utilized business understanding to perform financial and statistical. Documented completion and review of account reconciliations. AP Manager / Accountant Company Name - City , State I 1/16-10/16. Partner with Controller to monitor weekly cash flow and prioritize payables. Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses. Lead integration and plan for all post-acquisition functions as it relates to accounts payable. Accountable for the ongoing analysis of process constraints, target costing projects, margin analysis, and tracing costs back to underlying activities. Coordinate and manage all payables-related audit requests. Uphold SOX and internal control standards by documenting and maintaining standard operating procedures. Manage accounting functions including maintenance of general ledger, accounts payable, accounts receivable, and project accounting; ensures accuracy and timeliness. Manages monthly closing of financial records and posting of month end information; ensures accuracy of financial statements. Survey operations to ascertain accounting needs and recommend, develop, and maintain solutions to business and financial problem. Acts as a liaison between the company, government and external accountants to meet information needs and to ensure that proper information is maintained for historical purposes. Selects and hire employees for the Accounting/ Finance team. Trains and evaluates employees to enhance their performance, development, and work product. Addresses performance issues and makes recommendations for personnel actions. Motivates and rewards employees including providing salary increases, bonuses and promotions within allocated budgets and company guidelines. Prepares and recommends operating and personnel budgets for approval. Reconcile central travel account statements in the IExpense application. Audit card program reconciliations; ghost purchasing card reconciliations; and auditing expense report violations in the IExpense applications. Provide knowledge of policies and procedures, supporting cardholders and general employee based on. Travel and Entertainment related items and Purchasing Card related items. Education and Training M.B.A , Accounting 12/2016 Accounting Volunteer
San Antonio Food Bank 6/17- Current
Austin Humane Society Skills account reconciliations, Accounting, accounts payable, accounts receivable, accrual, acquisitions, AS400, auditing, Balance Sheet, budgets, business operations, cash flow, closing, Oral communication, Controller, costing, Client, customer service, documentation, equity, expense reports, Finance, financial, analyze financial information, financial audit, Financial Management, FP&A, financial reports, financial reporting, Financial Statements, functional, general ledger, general ledger accounting, ghost, GL, government, Great Plains, HRIS, human resource, ISO, Lawson, MAC, MAS 90, Excel, MS Outlook, Power Point, 2000, Windows 98, MS Word, Millennium, month end closing, Office Management, Oracle, payables, personnel, policies, problem-solving skills, processes, coding, proposals, Purchasing, quality, Quick Books, File maintenance, reporting, Research, Sabre, San, SAP 7.5, SOX compliance, settlements, strategic, tax, Team player, variance analysis, Excellent Written | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME1008955876" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_1008955876_1_669585535" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="1008955876FNAM1"> </span> <span> </span> <span class="field" id="1008955876LNAM1"> GLOBAL FINANCE ACCOUNTANT</span> </div> </div> </div> <div class="section" id="SECTION_SUMM1008955880" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM1008955880"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1008955880_1_669585542" style="padding-top:0px;"> <div class="field singlecolumn" id="1008955880FRFM1"> Honest, reliable, dependable, hardworking, quick learner, enthusiastic, motivated individual with strong work ethics, who is results driven, detail oriented, and well organized with a fervent desire to learn and be part of a professional team which offers continued opportunities for professional and personal growth.</div> </div> </div> <div class="section" id="SECTION_HILT1008955881" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT1008955881"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1008955881_1_669585543" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="1008955881SKC11"> Excellent people and self-management techniques, Excellent Client or Business partner relations, Excellent Written and Oral communication abilities, Excellent problem-solving skills, File maintenance, Experience using Windows 98, 2000, 2007, 2010, 2013, Power Point, MS Outlook, MS Word, Bolt, MAC, Millennium, Internet, SAP 7.5, Sabre, Great Plains, Lawson HRIS, CSG, ProAlpha, Quick Books, Centricity, AS400, Oracle R11, Oracle R12, MAS 90, Kofax, Excel. Knowledge of Financial Management and human resource, SOX compliant procedures and ISO900.</td> <td class="field twocol_2" id="1008955881SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR1008955878" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR1008955878"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1008955878_1_669585537" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1008955878JTIT1"> Global Finance Accountant</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1008955878JSTD1"> Oct 2016</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1008955878EDDT1"> Current</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1008955878COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1008955878JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1008955878JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1008955878JDES1" itemprop="description"> <ul> <li> Process and Analyze invoices and expense reports to ensure appropriate approvals in accordance with CGE Expenditure Authorization Guidelines.</li> <li> Ensures accuracy of tax calculations for all invoice payments and accrues additional tax expense and payable during the posting process.</li> <li> Communicate with business partners and external vendors on invoice inquiries and other expense related activities.</li> <li> Apply company, cost center, general ledger (GL), and other required coding for financial information system entries to ensure accuracy of posting entries and accrual reporting.</li> <li> Compile and prepare standard reports for review by other associates and managers in accordance with accounting standards and company policies.</li> <li> Create, prepare and distribute weekly proposals to the team.</li> <li> Researched discrepancies and updated accounts with accurate information.</li> <li> Resolved reconciliation discrepancies in a timely manner.</li> <li> Ensure that company financial systems are robust, compliant and support current activities and future growth.</li> <li> Reconciled all Balance Sheet accounts monthly.</li> <li> Review the Financial Statements monthly to ensure accuracy.</li> <li> Managed company policies regarding capital requirements, debt, taxation, equity, disposals and acquisitions, as appropriate.</li> <li> Established a high level of credibility and manage strong working relationships with external parties including vendors and advisors prepare for financial audit and coordinate the audit process.</li> <li> collect and analyze financial information to recommend or develop efficient use of resources and procedures, provide strategic recommendations and maintain solutions to business and financial problems.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1008955878_2_669585539" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1008955878JTIT2"> Financial Analyst / Accounts Payable</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1008955878JSTD2"> Jul 2013</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1008955878EDDT2"> Jan 2016</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1008955878COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1008955878JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1008955878JSTA2" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1008955878JDES2" itemprop="description"> <ul> <li> Process external invoices in R11/ R12 (Oracle) for multiple entities, domestic and foreign, within established service level commitments.</li> <li> Ensure processing of payments of invoices, refunds and expenses is in compliance with established key controls.</li> <li> Provide strong customer service, support and demonstrate initiative in preventing invoice issues.</li> <li> Research, and resolve invoice and payment issues with external vendors.</li> <li> Assist in documentation and implementation of a global Accounts Payable function.</li> <li> Train internal and external customers/ new employees on policy and procedures.</li> <li> Provide assistance, support and develop strong communications for the internal/ external business units
Assist management with projects as necessary for the Finance organization.</li> <li> Communicated with various partners, including Corporate and Regional FP&A and counterparts and Finance Business Partners.</li> <li> Assist with internal and external SOX audits.</li> <li> Handled reconciliation of monthly statements Complete and review of account reconciliations.as a part of month end closing procedure.</li> <li> Responsible for the day- to-day general ledger accounting and financial reporting and analysis for assigned functional areas.</li> <li> Research and resolve Business Units inquiries for assigned functional areas.</li> <li> Provide financial tracking and maintenance support to Project Managers.</li> <li> Partnered and collaborated with Business Units from several regions to help deliver on various objectives including fiscal year annual operating planning.</li> <li> Built strong knowledge of Visa's business through constant communication with the Business units from several different regions.</li> <li> Ensured financial data accuracy, integrity and consistency of information as well as organized documentation of results and data sources used.</li> <li> Support production of monthly reports including performing accurate variance analysis and outlining contributing factors.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1008955878_3_669585540" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1008955878JTIT3"> Financial Operations Analyst</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1008955878JSTD3"> Jun 2011</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1008955878EDDT3"> Jun 2013</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1008955878COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1008955878JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1008955878JSTA3" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1008955878JDES3" itemprop="description"> <ul> <li> Team player responsible for processing over 385,000 invoices annually.</li> <li> Handled reconciliation of monthly statements.</li> <li> Documented completion and review of account reconciliations.as a part of month end closing procedure.</li> <li> Audited merchandise invoices against internal purchase orders per SOX compliance.</li> <li> Responsible for overseeing the review of the daily settlement process to ensure that net cash settlements are complete, accurate, and posted in a timely manner.</li> <li> Reviewed vendor processes and transactions to ensure they are being performed accurately.</li> <li> Participated in SOX complaint projects.</li> <li> Processed and maintained accounting records for business units/sub-regional offices to ensure a high quality of accounting accuracy, timeliness of reporting and compliance to corporate policies per GAAP and SOX requirements.</li> <li> Handled and disputed chargebacks.</li> <li> Maintained lists of accounts receivable and payable.</li> <li> Updated vendor files and file numbers.</li> <li> Print and distributed monthly financial reports.</li> <li> Partnered and collaborated with Business Units from several regions to help deliver on various objectives including fiscal year annual operating plan.</li> <li> Utilized business understanding to perform financial and statistical.</li> <li> Documented completion and review of account reconciliations.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1008955878_4_669585538" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1008955878JTIT4"> AP Manager / Accountant</span> <span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1008955878COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1008955878JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1008955878JSTA4" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1008955878JDES4" itemprop="description"> <ul> <li> I 1/16-10/16.</li> <li> Partner with Controller to monitor weekly cash flow and prioritize payables.</li> <li> Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses.</li> <li> Lead integration and plan for all post-acquisition functions as it relates to accounts payable.</li> <li> Accountable for the ongoing analysis of process constraints, target costing projects, margin analysis, and tracing costs back to underlying activities.</li> <li> Coordinate and manage all payables-related audit requests.</li> <li> Uphold SOX and internal control standards by documenting and maintaining standard operating procedures.</li> <li> Manage accounting functions including maintenance of general ledger, accounts payable, accounts receivable, and project accounting; ensures accuracy and timeliness.</li> <li> Manages monthly closing of financial records and posting of month end information; ensures accuracy of financial statements.</li> <li> Survey operations to ascertain accounting needs and recommend, develop, and maintain solutions to business and financial problem.</li> <li> Acts as a liaison between the company, government and external accountants to meet information needs and to ensure that proper information is maintained for historical purposes.</li> <li> Selects and hire employees for the Accounting/ Finance team.</li> <li> Trains and evaluates employees to enhance their performance, development, and work product.</li> <li> Addresses performance issues and makes recommendations for personnel actions.</li> <li> Motivates and rewards employees including providing salary increases, bonuses and promotions within allocated budgets and company guidelines.</li> <li> Prepares and recommends operating and personnel budgets for approval.</li> <li> Reconcile central travel account statements in the IExpense application.</li> <li> Audit card program reconciliations; ghost purchasing card reconciliations; and auditing expense report violations in the IExpense applications.</li> <li> Provide knowledge of policies and procedures, supporting cardholders and general employee based on.</li> <li> Travel and Entertainment related items and Purchasing Card related items.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC1008955879" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC1008955879"> Education and Training</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1008955879_1_669585541" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1008955879DGRE1" itemprop="name"> M.B.A</span> <span> , </span> <span class="programline" id="1008955879STUY1"> Accounting</span> <span class="datesWrapper"> <span class="jobdates" id="1008955879GRYR1"> 12/2016</span> </span> </span> <span class="field" id="1008955879FRFM1"> Accounting Volunteer
San Antonio Food Bank 6/17- Current
Austin Humane Society</span> </div> </div> </div> <div class="section" id="SECTION_SKLL1008955882" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL1008955882"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1008955882_1_669585544" style="padding-top:0px;"> <div class="field singlecolumn" id="1008955882FRFM1"> account reconciliations, Accounting, accounts payable, accounts receivable, accrual, acquisitions, AS400, auditing, Balance Sheet, budgets, business operations, cash flow, closing, Oral communication, Controller, costing, Client, customer service, documentation, equity, expense reports, Finance, financial, analyze financial information, financial audit, Financial Management, FP&A, financial reports, financial reporting, Financial Statements, functional, general ledger, general ledger accounting, ghost, GL, government, Great Plains, HRIS, human resource, ISO, Lawson, MAC, MAS 90, Excel, MS Outlook, Power Point, 2000, Windows 98, MS Word, Millennium, month end closing, Office Management, Oracle, payables, personnel, policies, problem-solving skills, processes, coding, proposals, Purchasing, quality, Quick Books, File maintenance, reporting, Research, Sabre, San, SAP 7.5, SOX compliance, settlements, strategic, tax, Team player, variance analysis, Excellent Written</div> </div> </div> <div class="section" id="SECTION_AFIL1008955883" style="padding-top:0px;"> </div> </div> | FINANCE |
29,648,950 | FINANCE AND SALES CONSULTANT Professional Summary Finance and Sales with management training experience and exceptional people skills. Versed in strategic leadership roles and responsible for training small groups of new hires. Desires a challenging role as your Finance and Insurance Manager. Core Qualifications Over 15 years of supreme Customer Service. Real Estate and Vehicle Sales. Training and Mentoring several Sales Consultants Trained in Management Roles. Finance expert 94% finance approval rate. 85% closing rates. 100% Up sells on products and services. Experience Finance and Sales Consultant January 2015 to January 2016 Company Name - City , State Direct contact for customers Looking to Finance their Newly purchased vehicles. Having a strong ability to discuss Finance decisions and making tailored recommendations for the best offer that fits their situation. In direct contact, when needed, with our different lenders to assist in closing. Planned and executed a class of four New Hires Training them in the art of Sales and Finance and later Training and mentoring another while maintaining my average Sales and finance records. Held daily meetings with New hires discussing opportunities within Sales and Finance Scheduled meetings with Co-workers to come up with plans to better themselves with the company and working together to enhance their successes. In the process of being trained in Management When needed would act as Assistant Sales Manager helping Sales Consultants with selling and explaining finance decisions and to Customers to assist in closing the sale. Point of contact when customers Enter and Exit the store. Explaining how our facility operates. Adding and deleting Customers on our wait lists and putting them at ease with our wait times. Making Observations for our Sales associates to maintain good enthusiasm and excitement within their job descriptions. Recommending down payments and other forms of collateral to assist in selling the offer having the knowledge of the different banks that will work with challenged credit and what advice to give to better allow the customer to understand their situation. Maintaining an average of 85% Closing rate. Documented Extended Service Plan up sells of 100% for a straight 2 Months and counting. The ability to hold a 75% up sell ratio on "Gap Insurance". Sales Associate October 2013 to January 2015 Company Name - City , State Identifying each vehicle to tailor to the Customers needs and wants. Monitored prep of vehicles and their timely delivery. Working Directly with Management to ensure vehicle is sold. Answering email leads and answering the phone to assist in developing Car Sales. Increased sales by 20% over a two-year period. Large customer referral base with exceptional Repeat Customers. Maintained an average of 15 cars a month. Working with Co-workers to ensure great Customer Service. Having the ability to counsel Customers in their decisions to purchase. Real Estate Agent September 2013 to December 2014 Company Name - City , State Sellers Agent - Advertising and Marketing Own Real Estate Business under a Broker Name Creating a large Client base From Networking and constant Calls and Mailings Listing homes on The M.L.S and other Real Estate based advertisements. Holding a 30 day close rate for 2 years in row. Negotiating with other Buyers Agents in the Sale of my Clients Home. Discussing pricing with my client that is in their best interest. Hold “Open Houses” and accepting offers from potential Buyers. Present on the Day of closing with my client and making sure all Title work is complete. Assisting Investors in Listing their homes for Sale or Rent. Buyers Agent- Making cold calls to Clients in our database to persuade in becoming their Agent. Discussing Finance opportunities and know what banks will work with their current situation. Counseling Clients on the best price of their home and how to maintain their mortgage payments. Searching for homes that fit the Clients needs and wants and budget. Making appointments to show homes and becoming very knowledgeable of them. Staying organized to ensure better Customer service. Having great relationships with Loan officers and Bankers to ensure great deals for my Clients as needed. Education Associate of Science : Business Management , 2012 Prince George's Community College - City , State Deans list awards and recognitions. Real Estate Agent Licensure : Real Estate Sales , 2011 Long and Foster Continuing Education - City , State MAR- Maryland Associations of Realtors PAR- Prince George's County Realtor REALTOR NAR- National Associations of Realtors PMA-Property Management Association Professional Affiliations Skills Advertising, Making appointments, art, Closing, Counseling, Credit, Clients, Customer Service, Databases, Email, Filing, Finance, forms, Insurance, Marketing, meetings, mentoring, Negotiating, Networking, pricing, Real Estate, Selling, Sales Manager. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME719428117" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_719428117_1_465933431" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="719428117FNAM1"> </span> <span> </span> <span class="field" id="719428117LNAM1"> FINANCE AND SALES CONSULTANT</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM719428119" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM719428119"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719428119_1_465933437" style="padding-top:0px;"> <div class="field singlecolumn" id="719428119FRFM1"> <p align="LEFT"> Finance and Sales with management training experience and exceptional people skills. Versed in strategic leadership roles and responsible for training small groups of new hires. Desires a challenging role as your Finance and Insurance Manager. </p> </div> </div> </div> <div class="section" id="SECTION_HILT719428120" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT719428120"> Core Qualifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719428120_1_465987965" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="719428120SKC11"> <ul> <li> Over 15 years of supreme Customer Service.</li> <li> Real Estate and Vehicle Sales.</li> <li> Training and Mentoring several Sales Consultants</li> <li> Trained in Management Roles.</li> <li> Finance expert</li> <br/> </ul> </td> <td class="field twocol_2 charspace" id="719428120SKC21"> <ul> <li> 94% finance approval rate.</li> <li> 85% closing rates.</li> <li> 100% Up sells on products and services.</li> <br/> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR719428121" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR719428121"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719428121_1_465933433" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="719428121JTIT1"> Finance and Sales Consultant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="719428121JSTD1"> January 2015</span> <span> to </span> <span class="jobdates" format="%B %Y" id="719428121EDDT1"> January 2016</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="719428121COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="719428121JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="719428121JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="719428121JDES1" itemprop="description"> <ul> <li> Direct contact for customers Looking to Finance their Newly purchased vehicles.</li> <li> Having a strong ability to discuss Finance decisions and making tailored recommendations for the best offer that fits their situation.</li> <li> In direct contact, when needed, with our different lenders to assist in closing.</li> <li> Planned and executed a class of four New Hires Training them in the art of Sales and Finance and later Training and mentoring another while maintaining my average Sales and finance records.</li> <li> Held daily meetings with New hires discussing opportunities within Sales and Finance Scheduled meetings with Co-workers to come up with plans to better themselves with the company and working together to enhance their successes.</li> <li> In the process of being trained in Management When needed would act as Assistant Sales Manager helping Sales Consultants with selling and explaining finance decisions and to Customers to assist in closing the sale.</li> <li> Point of contact when customers Enter and Exit the store.</li> <li> Explaining how our facility operates.</li> <li> Adding and deleting Customers on our wait lists and putting them at ease with our wait times.</li> <li> Making Observations for our Sales associates to maintain good enthusiasm and excitement within their job descriptions.</li> <li> Recommending down payments and other forms of collateral to assist in selling the offer having the knowledge of the different banks that will work with challenged credit and what advice to give to better allow the customer to understand their situation.</li> <li> Maintaining an average of 85% Closing rate.</li> <li> Documented Extended Service Plan up sells of 100% for a straight 2 Months and counting.</li> <li> The ability to hold a 75% up sell ratio on "Gap Insurance".</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_719428121_2_465933435" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="719428121JTIT2"> Sales Associate</span> <br/> <span> <span class="jobdates" format="%B %Y" id="719428121JSTD2"> October 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="719428121EDDT2"> January 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="719428121COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="719428121JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="719428121JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="719428121JDES2" itemprop="description"> <ul> <li> Identifying each vehicle to tailor to the Customers needs and wants.</li> <li> Monitored prep of vehicles and their timely delivery.</li> <li> Working Directly with Management to ensure vehicle is sold.</li> <li> Answering email leads and answering the phone to assist in developing Car Sales.</li> <li> Increased sales by 20% over a two-year period.</li> <li> Large customer referral base with exceptional Repeat Customers.</li> <li> Maintained an average of 15 cars a month.</li> <li> Working with Co-workers to ensure great Customer Service.</li> <li> Having the ability to counsel Customers in their decisions to purchase.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_719428121_3_466026985" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="719428121JTIT3"> Real Estate Agent</span> <br/> <span> <span class="jobdates" format="%B %Y" id="719428121JSTD3"> September 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="719428121EDDT3"> December 2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="719428121COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="719428121JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="719428121JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="719428121JDES3" itemprop="description"> <p align="LEFT"> Sellers Agent - </p> <ul> <li> Advertising and Marketing Own Real Estate Business under a Broker Name</li> <li> Creating a large Client base From Networking and constant Calls and Mailings</li> <li> Listing homes on The M.L.S and other Real Estate based advertisements.</li> <li> Holding a 30 day close rate for 2 years in row.</li> <li> Negotiating with other Buyers Agents in the Sale of my Clients Home.</li> <li> Discussing pricing with my client that is in their best interest.</li> <li> Hold “Open Houses” and accepting offers from potential Buyers.</li> <li> Present on the Day of closing with my client and making sure all Title work is complete.</li> <li> Assisting Investors in Listing their homes for Sale or Rent. </li> </ul> <p align="LEFT"> Buyers Agent-</p> <ul> <li> Making cold calls to Clients in our database to persuade in becoming their Agent.</li> <li> Discussing Finance opportunities and know what banks will work with their current situation.</li> <li> Counseling Clients on the best price of their home and how to maintain their mortgage payments.</li> <li> Searching for homes that fit the Clients needs and wants and budget.</li> <li> Making appointments to show homes and becoming very knowledgeable of them.</li> <li> Staying organized to ensure better Customer service.</li> <li> Having great relationships with Loan officers and Bankers to ensure great deals for my Clients as needed.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC719428122" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC719428122"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719428122_1_466018189" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="719428122DGRE1" itemprop="name"> Associate of Science</span> <span> : </span> <span class="programline" dependency="STUY" id="719428122STUY1"> Business Management</span> <span> , </span> <span class="jobdates" id="719428122GRYR1"> 2012</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="719428122SCHO1" itemprop="name"> Prince George's Community College</span> <span> - </span> <span class="joblocation jobcity" id="719428122SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="719428122SSTA1"> State</span> <span class="joblocation jobstate" id="719428122SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="719428122FRFM1"> <p align="LEFT"> Deans list awards and recognitions. </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_719428122_2_466034401" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="719428122DGRE2" itemprop="name"> Real Estate Agent Licensure</span> <span> : </span> <span class="programline" dependency="STUY" id="719428122STUY2"> Real Estate Sales</span> <span> , </span> <span class="jobdates" id="719428122GRYR2"> 2011</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="719428122SCHO2" itemprop="name"> Long and Foster Continuing Education</span> <span> - </span> <span class="joblocation jobcity" id="719428122SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="719428122SSTA2"> State</span> <span class="joblocation jobstate" id="719428122SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="719428122FRFM2"> <p align="LEFT"> MAR- Maryland Associations of Realtors</p> <p align="LEFT"> PAR- Prince George's County Realtor</p> <p align="LEFT"> REALTOR</p> <p align="LEFT"> NAR- National Associations of Realtors</p> <p align="LEFT"> PMA-Property Management Association</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL719428123" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_AFIL719428123"> Professional Affiliations</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719428123_1_466018527" style="padding-top:0px;"> <div class="field singlecolumn" id="719428123FRFM1"> </div> </div> </div> <div class="section" id="SECTION_SKLL719428124" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL719428124"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719428124_1_465933438" style="padding-top:0px;"> <div class="field singlecolumn" id="719428124FRFM1"> <p align="LEFT"> Advertising, Making appointments, art, Closing, Counseling, Credit, Clients, Customer Service, Databases, Email, Filing, Finance, forms, Insurance, Marketing, meetings, mentoring, Negotiating, Networking, pricing, Real Estate, Selling, Sales Manager.</p> </div> </div> </div> </div> | FINANCE |
27,330,027 | DIRECTOR FINANCE PROJECTS Summary Organized results-oriented finance professional with a tangible track record of consistently delivering exceptional financial modeling and analytic support. Proved success of managing day-to-day business activities of financial analytic systems and teams, supporting M&A activity, managing large-scale projects, developing, implementing and auditing business process flows, and ensuring the accurate disclosure of financial facts. Experienced leader, working across the organization to create compelling analysis with the goal of influencing improved business performance. Highlights Financial system assessment and implementation Business process improvement Buy & sell side due diligence In-depth knowledge of SAP Purchase accounting Analytical support Forecasting and planning Advanced Excel modeling Project management Impairment analysis Lease accounting Accomplishments Member of the Sell side team, responsible for the Financial Analytic modeling and support of the Confidential Information Memorandum, Financial Model and Due Diligence process resulting in a $2.3 Billion sale of IMG to WME and Silver Lake Partners completed May 2014 Developed documentation and analytics for the European Union, Turkey, and United States Anti-Trust fillings related to the sale of IMG to WME. Provided analytic support of purchase accounting, goodwill and intangibles post sale (WME|IMG) Implemented Statutory Ledgers, 26 Countries (SAP) Configured and implemented Fixed Assets (SAP) 12 legal entities Implemented SAP Budget and Planning (MS 7.5) Experience Director Finance Projects January 2015 to Current Company Name - City , State Responsible for the strategic design, implementation, integration and accessibility of resources enabling effective and reliable data analytics and business intelligence across the Enterprise. Responsible for deploying efficient approaches to the processing of financial data across the various teams within the Finance Division. Additional responsibilities include appropriate source identification, building of data extraction methods, design and maintenance of data reconciliations and data modeling tools, as well as overall financial reporting & analysis support. Key principles applied: innovation, automation, accuracy, continuous improvement and the generation of additional capacity within the Finance Division. Manager of Business Analytics January 2012 to January 2015 Company Name - City , State Developed and supported methods and studies to determine the effectiveness of business plans, policies and procedures in a $1.2 Billion multinational environment. Supported, Consolidated and Reported the Quarterly and three year rolling Financial Forecast of 250+ users Worldwide. Analyzed financial information to determine the information constituted an accurate and adequate disclosure of facts. Supported Business Unit requests for special projects related to Financial Forecasting and Analysis Developed and Supported forecasting methods for currency exposure and currency hedging activity. Maintained the integrity of the Financial Forecasting system. Assistant Finance Director - Corporate Services May 2008 to January 2012 Company Name - City , State Assistant Finance Director of Service Centers Worldwide, overseeing the monthly finance activities related to Corporate activity. Performed month end close, reporting and analysis activities of 80+ worldwide locations, $150M annual budget. Developed lease accounting policies and procedures. Developed and Administrated the Capital Expenditure planning and reporting process. SVP Financial Planning & Analysis January 2003 to May 2008 Company Name - City , State Developed Portfolio Valuations utilizing Discounted Cash Flow Models, Econometric Modeling and Risk Simulations Developed quantitative risk and return models Responsible for identifying and pricing acquisitions for private equity Responsible for buy side valuation analysis Responsible for due diligence Responsible for projections and budgets Worked with Low Income Housing and Historic Tax Credits. Education Bachelor of Arts : Economics/Geography University Of Cincinnati - City , State MBA : Finance Bowling Green State University - City , State Teaching Assistant Statistics/Economics Skills SAP, Business Warehouse, Business Planning and Consolidation, Business Objects, SAS, Crystal Reporting, acquisitions, automotive, budgets, budget, Business Objects, Business Planning, business plans, Cash Flow, content, Controller, draw, cost accounting, Crystal, documentation, Due Diligence, Economics, Electronic Data Interchange, equity, finance, Financial, Analyze financial information, Financial Forecasting, Financial Planning and Analysis, forecasting, Modeling, month end close, policies, pricing, reporting, SAP, SAS, Statistics, Tax, Teaching, valuation | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME719545908" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_719545908_1_466012975" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="719545908FNAM1"> </span> <span> </span> <span class="field" id="719545908LNAM1"> DIRECTOR FINANCE PROJECTS</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM719545910" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM719545910"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719545910_1_466016195" style="padding-top:0px;"> <div class="field singlecolumn" id="719545910FRFM1"> <p align="LEFT"> Organized results-oriented finance professional with a tangible track record of consistently delivering exceptional financial modeling and analytic support. Proved success of managing day-to-day business activities of financial analytic systems and teams, supporting M&A activity, managing large-scale projects, developing, implementing and auditing business process flows, and ensuring the accurate disclosure of financial facts. Experienced leader, working across the organization to create compelling analysis with the goal of influencing improved business performance.</p> </div> </div> </div> <div class="section" id="SECTION_HILT719545911" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT719545911"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719545911_1_466018018" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="719545911SKC11"> <ul> <li> Financial system assessment and implementation</li> <li> Business process improvement</li> <li> Buy & sell side due diligence</li> <li> In-depth knowledge of SAP</li> <li> Purchase accounting </li> </ul> </td> <td class="field twocol_2 charspace" id="719545911SKC21"> <ul> <li> Analytical support</li> <li> Forecasting and planning</li> <li> Advanced Excel modeling</li> <li> Project management</li> <li> Impairment analysis</li> <li> Lease accounting</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM719546384" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM719546384"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719546384_1_466019930" style="padding-top:0px;"> <div class="field singlecolumn" id="719546384FRFM1"> <p align="LEFT"> <i> Member of the Sell side team, responsible for the Financial Analytic modeling and support of the Confidential Information Memorandum, Financial Model and Due Diligence process resulting in a $2.3 Billion sale of IMG to WME and Silver Lake Partners completed May 2014</i> </p> <br/> <p align="LEFT"> Developed documentation and analytics for the European Union, Turkey, and United States Anti-Trust fillings related to the sale of IMG to WME.</p> <br/> <p align="LEFT"> Provided analytic support of purchase accounting, goodwill and intangibles post sale (WME|IMG)</p> <br/> <p align="LEFT"> Implemented Statutory Ledgers, 26 Countries (SAP)</p> <br/> <p align="LEFT"> Configured and implemented Fixed Assets (SAP) 12 legal entities</p> <br/> <p align="LEFT"> Implemented SAP Budget and Planning (MS 7.5)</p> </div> </div> </div> <div class="section" id="SECTION_EXPR719545912" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR719545912"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719545912_1_466012977" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="719545912JTIT1"> Director Finance Projects</span> <br/> <span> <span class="jobdates" format="%B %Y" id="719545912JSTD1"> January 2015</span> <span> to </span> <span class="jobdates" format="%B %Y" id="719545912EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="719545912COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="719545912JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="719545912JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="719545912JDES1" itemprop="description"> <p align="LEFT"> Responsible for the strategic design, implementation, integration and accessibility of resources enabling effective and reliable data analytics and business intelligence across the Enterprise. Responsible for deploying efficient approaches to the processing of financial data across the various teams within the Finance Division. Additional responsibilities include appropriate source identification, building of data extraction methods, design and maintenance of data reconciliations and data modeling tools, as well as overall financial reporting & analysis support. Key principles applied: innovation, automation, accuracy, continuous improvement and the generation of additional capacity within the Finance Division.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_719545912_2_466494698" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="719545912JTIT2"> Manager of Business Analytics</span> <br/> <span> <span class="jobdates" format="%B %Y" id="719545912JSTD2"> January 2012</span> <span> to </span> <span class="jobdates" format="%B %Y" id="719545912EDDT2"> January 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="719545912COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="719545912JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="719545912JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="719545912JDES2" itemprop="description"> <p align="LEFT"> Developed and supported methods and studies to determine the effectiveness of business plans, policies and procedures in a $1.2 Billion multinational environment. Supported, Consolidated and Reported the Quarterly and three year rolling Financial Forecast of 250+ users Worldwide. Analyzed financial information to determine the information constituted an accurate and adequate disclosure of facts. Supported Business Unit requests for special projects related to Financial Forecasting and Analysis Developed and Supported forecasting methods for currency exposure and currency hedging activity. Maintained the integrity of the Financial Forecasting system. </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_719545912_3_466725938" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="719545912JTIT3"> Assistant Finance Director - Corporate Services</span> <br/> <span> <span class="jobdates" format="%B %Y" id="719545912JSTD3"> May 2008</span> <span> to </span> <span class="jobdates" format="%B %Y" id="719545912EDDT3"> January 2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="719545912COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="719545912JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="719545912JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="719545912JDES3" itemprop="description"> <p align="LEFT"> Assistant Finance Director of Service Centers Worldwide, overseeing the monthly finance activities related to Corporate activity. Performed month end close, reporting and analysis activities of 80+ worldwide locations, $150M annual budget. Developed lease accounting policies and procedures. Developed and Administrated the Capital Expenditure planning and reporting process.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_719545912_4_466732698" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="719545912JTIT4"> SVP Financial Planning & Analysis</span> <br/> <span> <span class="jobdates" format="%B %Y" id="719545912JSTD4"> January 2003</span> <span> to </span> <span class="jobdates" format="%B %Y" id="719545912EDDT4"> May 2008</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="719545912COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="719545912JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="719545912JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="719545912JDES4" itemprop="description"> <p align="LEFT"> Developed Portfolio Valuations utilizing Discounted Cash Flow Models,</p> <p align="LEFT"> Econometric Modeling and Risk Simulations Developed quantitative risk and return models Responsible for</p> <p align="LEFT"> identifying and pricing acquisitions for private equity Responsible for buy side valuation analysis Responsible for</p> <p align="LEFT"> due diligence Responsible for projections and budgets Worked with Low Income Housing and Historic Tax</p> <p align="LEFT"> Credits.</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC719545913" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC719545913"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719545913_1_466012986" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="719545913DGRE1" itemprop="name"> Bachelor of Arts</span> <span> : </span> <span class="programline" dependency="STUY" id="719545913STUY1"> Economics/Geography</span> <span class="jobdates" id="719545913GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="719545913SCHO1" itemprop="name"> University Of Cincinnati</span> <span> - </span> <span class="joblocation jobcity" id="719545913SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="719545913SSTA1"> State</span> <span class="joblocation jobstate" id="719545913SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="719545913FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_719545913_2_466012982" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="719545913DGRE2" itemprop="name"> MBA</span> <span> : </span> <span class="programline" dependency="STUY" id="719545913STUY2"> Finance</span> <span class="jobdates" id="719545913GRYR2"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="719545913SCHO2" itemprop="name"> Bowling Green State University</span> <span> - </span> <span class="joblocation jobcity" id="719545913SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="719545913SSTA2"> State</span> <span class="joblocation jobstate" id="719545913SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="719545913FRFM2"> <p align="LEFT"> Teaching Assistant Statistics/Economics</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_719545913_3_466012984" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="field" id="719545913FRFM3"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_719545913_4_466012987" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="field" id="719545913FRFM4"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL719545923" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL719545923"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_719545923_1_466012988" style="padding-top:0px;"> <div class="field singlecolumn" id="719545923FRFM1"> <p align="LEFT"> SAP, Business Warehouse, Business Planning and Consolidation, Business Objects, SAS, Crystal Reporting, <font> acquisitions, automotive, budgets, budget, Business Objects, Business Planning, business plans, Cash Flow, content, Controller, draw, cost accounting, Crystal, documentation, Due Diligence, Economics, Electronic Data Interchange, equity, finance, Financial, Analyze financial information, Financial Forecasting, Financial Planning and Analysis, forecasting, Modeling, month end close, policies, pricing, reporting, SAP, SAS, Statistics, Tax, Teaching, valuation</font> </p> <p> </p> </div> </div> </div> </div> | FINANCE |
17,880,988 | FINANCE AND OPERATIONS MANAGER Experience Finance and Operations Manager , 07/2017 to Current Company Name – City , State Brought on board to centralize progress in district. Task with overseeing designated managers that monitor employee productivity, timely scheduling and provide updated trainings. Institute policies, goals, objectives and procedures. Challenge to construct and maintain effective cash flow monitoring system, review financial statements, audit sales commission and activity reports. Analyze performance data to measure productivity and steer continuous improvement initiatives with emphasis on recognizing cost streams and reducing expenses. Authorize various software platforms for employees. Oversee inventory management, purchasing, and distribution. Realign internal processes with introduction of inventory recording systems for the district. Allocate monthly budget and create tentative forecast for proceeding month. Financial Analyst , 07/2013 to 07/2014 Company Name Selected to examine accounting records to compile financial information and reconcile reports. Incorporated detailed research to process journal entries and author financial reports. Proactively developed process analysis while maintaining clear open lines of communication with leadership. Scrutinized current and past financial data, trends and performance, to champion financial improvements. FINANCIAL IMPACT Boosted overall sales from $4M annually in 2017 to $6.7M in 2019 using direct actions to drive uptick in both revenue and number of locations for two consecutive years. Introduced sales auditing and cost auditing re-alignment by incorporating advanced Excel and RQ software which drastically decreased process from 2 - 3 weeks to 3 - 4 days and allotted for detection of variations up to $20K - $30K than before re-alignment. Took ownership of growth strategy by increasing number of locations under direct management going from 3 locations to 6 locations. Introduced simple budget forecasts to better examine spending patterns during the month versus at end of month. Forecasts and delegation restructuring allowed ability to cut cost from $600K per month down to $400K per month. Swayed upper management to create portal where all transactions could be automatically audited each day allowing team to monitor or investigate all cash audits and sales audits in one centralized location., Switched out multiple vendors-wholesale distributers-process to direct to manufacture program which reduced suppliers thus saving costs on routine operations of business. Realigned budget forecast to accurately monitor entire allocated budget. Devised new system to assign accounts to every consumer which significantly increased collection receivables. Work History Finance and Operations Manager , 07/2017 to Current Company Name – City , State Brought on board to centralize progress in district. Task with overseeing designated managers that monitor employee productivity, timely scheduling and provide updated trainings. Institute policies, goals, objectives and procedures. Challenge to construct and maintain effective cash flow monitoring system, review financial statements, audit sales commission and activity reports. Analyze performance data to measure productivity and steer continuous improvement initiatives with emphasis on recognizing cost streams and reducing expenses. Authorize various software platforms for employees. Oversee inventory management, purchasing, and distribution. Realign internal processes with introduction of inventory recording systems for the district. Allocate monthly budget and create tentative forecast for proceeding month. FINANCIAL IMPACT , Boosted overall sales from $4M annually in 2017 to $6.7M in 2019 using direct actions to drive uptick in both revenue and number of locations for two consecutive years. Introduced sales auditing and cost auditing re-alignment by incorporating advanced Excel and RQ software which drastically decreased process from 2 - 3 weeks to 3 - 4 days and allotted for detection of variations up to $20K - $30K than before re-alignment. Took ownership of growth strategy by increasing number of locations under direct management going from 3 locations to 6 locations. Introduced simple budget forecasts to better examine spending patterns during the month versus at end of month. Forecasts and delegation restructuring allowed ability to cut cost from $600K per month down to $400K per month. Swayed upper management to create portal where all transactions could be automatically audited each day allowing team to monitor or investigate all cash audits and sales audits in one centralized location., Switched out multiple vendors-wholesale distributers-process to direct to manufacture program which reduced suppliers thus saving costs on routine operations of business. Realigned budget forecast to accurately monitor entire allocated budget. Devised new system to assign accounts to every consumer which significantly increased collection receivables. Financial Analyst , 07/2013 to 07/2014 Company Name Selected to examine accounting records to compile financial information and reconcile reports. Incorporated detailed research to process journal entries and author financial reports. Proactively developed process analysis while maintaining clear open lines of communication with leadership. Scrutinized current and past financial data, trends and performance, to champion financial improvements. Education Master of Business Administration (MBA) Johnson and Wales University - City , State Bachelor's In Business Administration (BBA) : Finance Kathmandu University - City Summary FINANCIAL OPERATIONS ANALYST
Excels at Financial Performance through Analysis, Reporting, and Value-Added Improvements
Driven, customer-centric, revenue-focused Analyst with H1B status uniquely qualified in identifying challenges and developing collaborative solutions for financial sectors. Highly attuned with reducing cost expenditures and exceeding expectations. Developed expertise navigating financial management pipelines like accounting, reporting, internal controls, budgeting, analysis and performance management. Demonstrated command of communicating complex financial information to non-financial audiences. Certifications Core Competencies
Finance | Operations Management | Data Analysis | Reporting | Auditing
Policies & Procedures | Continuous Improvement| Financial Modeling | Communication Highlights Microsoft Office Suite | Various CRM Systems | Omni | SalesForce | QuickBooks | SLACK Accounting Auditing Budget Cash flow Continuous Improvement CRM Data Analysis Finance Financial Financial Modeling Financial reports Financial statements Inventory management Inventory Leadership Excel Microsoft Office Suite Operations Management Policies Process analysis Processes Progress Purchasing QuickBooks Recording Reporting Research Sales Scheduling Strategy Author Skills Microsoft Office Suite | Various CRM Systems | Omni | SalesForce | QuickBooks | SLACK, Accounting, Auditing, budget, cash flow, Continuous Improvement, CRM, Data Analysis, Finance, financial, Financial Modeling, financial reports, financial statements, inventory management, inventory, leadership, Excel, Microsoft Office Suite, Operations Management, Policies, process analysis, processes, progress, purchasing, QuickBooks, recording, Reporting, research, sales, scheduling, strategy, author | <div class="LCA skn-cbg1 fontsize fontface vmargins hmargins pagesize" id="document"> <div class="section firstsection" id="SECTION_NAMEa72a5f79-399c-4e4f-adc5-387508199acd" style="padding-top:NaNpx;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_a72a5f79-399c-4e4f-adc5-387508199acd_1_f6311ceb-b0f1-47de-8e6d-8eb59521d800" style="padding-top:NaNpx;"> <div class="name" itemprop="name"> <span class="field" id="a72a5f79-399c-4e4f-adc5-387508199acdFNAM1"> </span> <span> </span> <span class="field" id="a72a5f79-399c-4e4f-adc5-387508199acdLNAM1"> FINANCE AND OPERATIONS MANAGER</span> </div> <div class="lowerborder"> </div> </div> </div> <div class="" id="SECTION_PRFL62d4da95-6c70-46a8-a35c-7f5e8ced2734" style="padding-top:NaNpx;"> </div> <div class="section" id="SECTION_EXPRfa471468-ebef-48ca-96a6-99d7f09ed90d" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPRfa471468-ebef-48ca-96a6-99d7f09ed90d"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_fa471468-ebef-48ca-96a6-99d7f09ed90d_1_1891daea-b06c-47f0-905a-08627c649878" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJTIT1"> Finance and Operations Manager</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJSTD1"> 07/2017</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="fa471468-ebef-48ca-96a6-99d7f09ed90dEDDT1"> Current</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="fa471468-ebef-48ca-96a6-99d7f09ed90dCOMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJDES1" itemprop="description"> <ul> <li> Brought on board to centralize progress in district.</li> <li> Task with overseeing designated managers that monitor employee productivity, timely scheduling and provide updated trainings.</li> <li> Institute policies, goals, objectives and procedures.</li> <li> Challenge to construct and maintain effective cash flow monitoring system, review financial statements, audit sales commission and activity reports.</li> <li> Analyze performance data to measure productivity and steer continuous improvement initiatives with emphasis on recognizing cost streams and reducing expenses.</li> <li> Authorize various software platforms for employees.</li> <li> Oversee inventory management, purchasing, and distribution.</li> <li> Realign internal processes with introduction of inventory recording systems for the district.</li> <li> Allocate monthly budget and create tentative forecast for proceeding month.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_fa471468-ebef-48ca-96a6-99d7f09ed90d_2_ca2207f0-6de5-4281-93c1-27aab23363e3" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJTIT2"> Financial Analyst</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJSTD2"> 07/2013</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="fa471468-ebef-48ca-96a6-99d7f09ed90dEDDT2"> 07/2014</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="fa471468-ebef-48ca-96a6-99d7f09ed90dCOMP2" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJSTA2" itemprop="addressRegion"> </span> <br/> </span> <span class="jobline" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJDES2" itemprop="description"> <ul> <li> Selected to examine accounting records to compile financial information and reconcile reports.</li> <li> Incorporated detailed research to process journal entries and author financial reports.</li> <li> Proactively developed process analysis while maintaining clear open lines of communication with leadership.</li> <li> Scrutinized current and past financial data, trends and performance, to champion financial improvements.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_fa471468-ebef-48ca-96a6-99d7f09ed90d_3_06825974-c60d-4650-b633-61ca141faf67" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJTIT3"> FINANCIAL IMPACT</span> </span> <span class="jobline" id="fa471468-ebef-48ca-96a6-99d7f09ed90dJDES3" itemprop="description"> <ul> <li> Boosted overall sales from $4M annually in 2017 to $6.7M in 2019 using direct actions to drive uptick in both revenue and number of locations for two consecutive years.</li> <li> Introduced sales auditing and cost auditing re-alignment by incorporating advanced Excel and RQ software which drastically decreased process from 2 - 3 weeks to 3 - 4 days and allotted for detection of variations up to $20K - $30K than before re-alignment.</li> <li> Took ownership of growth strategy by increasing number of locations under direct management going from 3 locations to 6 locations.</li> <li> Introduced simple budget forecasts to better examine spending patterns during the month versus at end of month.</li> <li> Forecasts and delegation restructuring allowed ability to cut cost from $600K per month down to $400K per month.</li> <li> Swayed upper management to create portal where all transactions could be automatically audited each day allowing team to monitor or investigate all cash audits and sales audits in one centralized location., Switched out multiple vendors-wholesale distributers-process to direct to manufacture program which reduced suppliers thus saving costs on routine operations of business.</li> <li> Realigned budget forecast to accurately monitor entire allocated budget.</li> <li> Devised new system to assign accounts to every consumer which significantly increased collection receivables.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_WRKHc9c98ea3-ff30-4ba0-b7db-237805e2f992" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_WRKHc9c98ea3-ff30-4ba0-b7db-237805e2f992"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_c9c98ea3-ff30-4ba0-b7db-237805e2f992_1_2076bc7e-bdf9-42d0-8f75-a7afae50ca68" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JTIT1"> Finance and Operations Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JSTD1"> 07/2017</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992EDDT1"> Current</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992COMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JDES1" itemprop="description"> <ul> <li> Brought on board to centralize progress in district.</li> <li> Task with overseeing designated managers that monitor employee productivity, timely scheduling and provide updated trainings.</li> <li> Institute policies, goals, objectives and procedures.</li> <li> Challenge to construct and maintain effective cash flow monitoring system, review financial statements, audit sales commission and activity reports.</li> <li> Analyze performance data to measure productivity and steer continuous improvement initiatives with emphasis on recognizing cost streams and reducing expenses.</li> <li> Authorize various software platforms for employees.</li> <li> Oversee inventory management, purchasing, and distribution.</li> <li> Realign internal processes with introduction of inventory recording systems for the district.</li> <li> Allocate monthly budget and create tentative forecast for proceeding month.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_c9c98ea3-ff30-4ba0-b7db-237805e2f992_2_ba6569fb-021e-4f42-81c6-f442f706a006" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JTIT2"> FINANCIAL IMPACT</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JSTD2"> </span> <span class="jobdates" format="%m/%Y" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992EDDT2"> </span> </span> <span class="jobline" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JDES2" itemprop="description"> <ul> <li> Boosted overall sales from $4M annually in 2017 to $6.7M in 2019 using direct actions to drive uptick in both revenue and number of locations for two consecutive years.</li> <li> Introduced sales auditing and cost auditing re-alignment by incorporating advanced Excel and RQ software which drastically decreased process from 2 - 3 weeks to 3 - 4 days and allotted for detection of variations up to $20K - $30K than before re-alignment.</li> <li> Took ownership of growth strategy by increasing number of locations under direct management going from 3 locations to 6 locations.</li> <li> Introduced simple budget forecasts to better examine spending patterns during the month versus at end of month.</li> <li> Forecasts and delegation restructuring allowed ability to cut cost from $600K per month down to $400K per month.</li> <li> Swayed upper management to create portal where all transactions could be automatically audited each day allowing team to monitor or investigate all cash audits and sales audits in one centralized location., Switched out multiple vendors-wholesale distributers-process to direct to manufacture program which reduced suppliers thus saving costs on routine operations of business.</li> <li> Realigned budget forecast to accurately monitor entire allocated budget.</li> <li> Devised new system to assign accounts to every consumer which significantly increased collection receivables.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_c9c98ea3-ff30-4ba0-b7db-237805e2f992_3_795dfc79-521b-4041-8330-89160aa41a8e" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JTIT3"> Financial Analyst</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JSTD3"> 07/2013</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992EDDT3"> 07/2014</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992COMP3" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JSTA3" itemprop="addressRegion"> </span> <br/> </span> <span class="jobline" id="c9c98ea3-ff30-4ba0-b7db-237805e2f992JDES3" itemprop="description"> <ul> <li> Selected to examine accounting records to compile financial information and reconcile reports.</li> <li> Incorporated detailed research to process journal entries and author financial reports.</li> <li> Proactively developed process analysis while maintaining clear open lines of communication with leadership.</li> <li> Scrutinized current and past financial data, trends and performance, to champion financial improvements.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC38f618ee-3051-4047-9cd3-01e86390ef2b" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC38f618ee-3051-4047-9cd3-01e86390ef2b"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_38f618ee-3051-4047-9cd3-01e86390ef2b_1_9308bf14-8e40-4ad0-ab0c-8ee3e4376c81" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="38f618ee-3051-4047-9cd3-01e86390ef2bDGRE1" itemprop="name"> Master of Business Administration (MBA)</span> <span class="programline" id="38f618ee-3051-4047-9cd3-01e86390ef2bSTUY1"> </span> <span format="%m/%Y" id="38f618ee-3051-4047-9cd3-01e86390ef2bGRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="38f618ee-3051-4047-9cd3-01e86390ef2bSCHO1" itemprop="name"> Johnson and Wales University</span> <span> - </span> <span class="joblocation jobcity" id="38f618ee-3051-4047-9cd3-01e86390ef2bSCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="38f618ee-3051-4047-9cd3-01e86390ef2bSSTA1"> State</span> <br/> </span> <span class="field" id="38f618ee-3051-4047-9cd3-01e86390ef2bFRFM1"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_38f618ee-3051-4047-9cd3-01e86390ef2b_2_0aba0987-daaf-4561-a401-a4885f8a2c9d" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="38f618ee-3051-4047-9cd3-01e86390ef2bDGRE2" itemprop="name"> Bachelor's In Business Administration (BBA)</span> <span> : </span> <span class="programline" id="38f618ee-3051-4047-9cd3-01e86390ef2bSTUY2"> Finance</span> <span format="%m/%Y" id="38f618ee-3051-4047-9cd3-01e86390ef2bGRYR2"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="38f618ee-3051-4047-9cd3-01e86390ef2bSCHO2" itemprop="name"> Kathmandu University</span> <span> - </span> <span class="joblocation jobcity" id="38f618ee-3051-4047-9cd3-01e86390ef2bSCIT2"> City</span> <span class="joblocation jobstate" id="38f618ee-3051-4047-9cd3-01e86390ef2bSSTA2"> </span> <br/> </span> <span class="field" id="38f618ee-3051-4047-9cd3-01e86390ef2bFRFM2"> </span> </div> </div> </div> <div class="section" id="SECTION_SUMM2c970ffb-c390-4881-a3c4-6a7fdbfdf559" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM2c970ffb-c390-4881-a3c4-6a7fdbfdf559"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_2c970ffb-c390-4881-a3c4-6a7fdbfdf559_1_8f7814d5-dbea-4361-ae91-1aa76d0e0090" style="padding-top:NaNpx;"> <div class="field singlecolumn" id="2c970ffb-c390-4881-a3c4-6a7fdbfdf559FRFM1"> FINANCIAL OPERATIONS ANALYST
Excels at Financial Performance through Analysis, Reporting, and Value-Added Improvements
Driven, customer-centric, revenue-focused Analyst with H1B status uniquely qualified in identifying challenges and developing collaborative solutions for financial sectors. Highly attuned with reducing cost expenditures and exceeding expectations. Developed expertise navigating financial management pipelines like accounting, reporting, internal controls, budgeting, analysis and performance management. Demonstrated command of communicating complex financial information to non-financial audiences.</div> </div> </div> <div class="section" id="SECTION_CERTef9fa293-85ce-4c85-9d8a-e21c90c68f53" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_CERTef9fa293-85ce-4c85-9d8a-e21c90c68f53"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_ef9fa293-85ce-4c85-9d8a-e21c90c68f53_1_620cffad-b6bc-42b8-8f85-d910e8b48e6c" style="padding-top:NaNpx;"> <div class="field singlecolumn" id="ef9fa293-85ce-4c85-9d8a-e21c90c68f53FRFM1"> Core Competencies
Finance | Operations Management | Data Analysis | Reporting | Auditing
Policies & Procedures | Continuous Improvement| Financial Modeling | Communication</div> </div> </div> <div class="section" id="SECTION_HILTbe3341a1-7750-42ec-81f5-7447c0141d48" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILTbe3341a1-7750-42ec-81f5-7447c0141d48"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_be3341a1-7750-42ec-81f5-7447c0141d48_1_3e0336b6-e9b0-4ce4-825b-b2c43d92d865" style="padding-top:NaNpx;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="be3341a1-7750-42ec-81f5-7447c0141d48SKC11"> <ul> <li> Microsoft Office Suite | Various CRM Systems | Omni | SalesForce | QuickBooks | SLACK</li> <li> Accounting</li> <li> Auditing</li> <li> Budget</li> <li> Cash flow</li> <li> Continuous Improvement</li> <li> CRM</li> <li> Data Analysis</li> <li> Finance</li> <li> Financial</li> <li> Financial Modeling</li> <li> Financial reports</li> <li> Financial statements</li> <li> Inventory management</li> </ul> </td> <td class="field twocol_2" id="be3341a1-7750-42ec-81f5-7447c0141d48SKC21"> <ul> <li> Inventory</li> <li> Leadership</li> <li> Excel</li> <li> Microsoft Office Suite</li> <li> Operations Management</li> <li> Policies</li> <li> Process analysis</li> <li> Processes</li> <li> Progress</li> <li> Purchasing</li> <li> QuickBooks</li> <li> Recording</li> <li> Reporting</li> <li> Research</li> <li> Sales</li> <li> Scheduling</li> <li> Strategy</li> <li> Author</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_SKLL0b2ae1d1-dc41-453d-a8b7-edc7ddd1b84c" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL0b2ae1d1-dc41-453d-a8b7-edc7ddd1b84c"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_0b2ae1d1-dc41-453d-a8b7-edc7ddd1b84c_1_82a2dc60-67ab-4670-a55e-7d991b9a47a0" style="padding-top:NaNpx;"> <div class="field singlecolumn" id="0b2ae1d1-dc41-453d-a8b7-edc7ddd1b84cFRFM1"> <li> Microsoft Office Suite | Various CRM Systems | Omni | SalesForce | QuickBooks | SLACK,</li> <li> Accounting, Auditing, budget, cash flow, Continuous Improvement, CRM, Data Analysis, Finance, financial, Financial Modeling, financial reports, financial statements, inventory management, inventory, leadership, Excel, Microsoft Office Suite, Operations Management, Policies, process analysis, processes, progress, purchasing, QuickBooks, recording, Reporting, research, sales, scheduling, strategy, author</li> </div> </div> </div> </div> | FINANCE |
15,011,085 | DIRECTOR OF FINANCE Summary Senior Finance leader with 12+ years of professional experience heavily focused in financial analytics and accounting practices. Professional presence with a solid work ethic and customer service oriented. Team player who is comfortable working with all levels of management and staff. Creative problem solver who provides and implements cost effective solutions and continuously looking for way to create efficiencies and drive business profitability. Detail oriented with advanced skills in all Microsoft office applications. Highlights Strong experience in both short and long term financial planning Polished communication skills and comfortable working with all levels of management driving motivation and success with human capital Proficient in creating and tracking key performance indicators to drive business Experienced in ERP/System conversions and transitions from legacy systems Creation of financial reporting and modeling to communicate manufacturing cost goals and targets Experience Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Facilitated and led team during month-end close processes, invoicing, journal entries and account reconciliations. Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Created detailed financial models and analytical tools to facilitate variance analysis. Managed $250K+ annual expense budgets across logistics finance organization Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments Support reporting and analytics such as KPI's, metrics, financial reports and creating & improving dashboards Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals Perform ad-hoc reporting and analysis as required to support the business and its leaders Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached Streamlined spending analysis to a more accurate, efficient and automated process Designed and created weekly and monthly spending reports Executed and reported variance and gap analysis Created monthly PowerPoint presentations illustrating business performance and goals Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Facilitated and led team during month-end close processes, invoicing, journal entries and account reconciliations. Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Created detailed financial models and analytical tools to facilitate variance analysis. Managed $250M+ annual expense budgets across logistics finance organization Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments Support reporting and analytics such as KPI's, metrics, financial reports and creating & improving dashboards Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals Perform ad-hoc reporting and analysis as required to support the business and its leaders Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached Streamlined spending analysis to a more accurate, efficient and automated process Designed and created weekly and monthly spending reports Executed and reported variance and gap analysis Created monthly PowerPoint presentations illustrating business performance and goals Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations. Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Created detailed financial models and analytical tools to facilitate variance analysis. Managed $250M+ annual expense budgets across logistics finance organization Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments Support reporting and analytics such as KPI's, metrics, financial reports and creating & improving dashboards Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals Perform ad-hoc reporting and analysis as required to support the business and its leaders Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached Streamlined spending analysis to a more accurate, efficient and automated process Designed and created weekly and monthly spending reports Executed and reported variance and gap analysis Created monthly PowerPoint presentations illustrating business performance and goals Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations. Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Created detailed financial models and analytical tools to facilitate variance analysis. Managed $250M+ annual expense budgets across logistics finance organization Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals Perform ad-hoc reporting and analysis as required to support the business and its leaders Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached Streamlined spending analysis to a more accurate, efficient and automated process Designed and created weekly and monthly spending reports Executed and reported variance and gap analysis Created monthly PowerPoint presentations illustrating business performance and goals Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations. Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Created detailed financial models and analytical tools to facilitate variance analysis. Managed $250M+ annual expense budgets across logistics finance organization Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution Standard costing experience and budgeting across manufacturing function. Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached Streamlined spending analysis to create more accurate, efficient and automated processes Participated in large ERP system transitions and new implementations in finance organization Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered. Participating in quarterly and annual audits with both internal and external partners. Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations. Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Created detailed financial models and analytical tools to facilitate variance analysis. Managed $250M+ annual expense budgets across logistics finance organization Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution Standard costing experience and budgeting across manufacturing functions. Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached Streamlined spending analysis to create more accurate, efficient and automated processes Participated in large ERP system transitions and new implementations in finance organization Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered. Participating in quarterly and annual audits with both internal and external partners. Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations. Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Created detailed financial models and analytical tools to facilitate variance analysis. Managed $250M+ annual expense budgets across logistics finance organization Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution Standard costing experience and budgeting across manufacturing functions. Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached Streamlined spending analysis to create more accurate, efficient and automated processes Participated in large ERP system transitions and new implementations in finance organization Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered. Participating in quarterly and annual audits with both internal and external partners. Created and presented pro forma statements and "what if" analysis to exective leadership Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations Created executive analysis reports highlighting business issues, potential risks and profit opportunities Created detailed financial models and analytical tools to facilitate variance analysis Managed $250M+ annual expense budgets across logistics finance organization Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution Standard costing experience and budgeting across manufacturing functions Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached Streamlined spending analysis to create more accurate, efficient and automated processes Participated in large ERP system transitions and new implementations in finance organization Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered Participating in quarterly and annual audits with both internal and external partners Created and presented pro forma statements and "what if" analysis to exective leadership Company Name City , State DIRECTOR OF FINANCE 07/2011 to Current Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations Created executive analysis reports highlighting business issues, potential risks and profit opportunities Created detailed financial models and analytical tools to facilitate variance analysis Managed $250M+ annual expense budgets across logistics finance organization Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution Standard costing experience and budgeting across manufacturing functions Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached Streamlined spending analysis to create more accurate, efficient and automated processes Participated in large ERP system transitions and new implementations in finance organization Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered Participating in quarterly and annual audits with both internal and external partners Created and presented pro forma statements and "what if" analysis to exective leadership Company Name City , State FINANCIAL ANALYST/PROJECT MANAGER 04/2007 to 06/2011 Monthly P&L management, including Financial and operations analysis for profitability comparisons, risk management, and expense management. Develop and maintain comprehensive and summarized reporting package to monitor the performance each month in all critical areas - sales, gross margin, expenses, inventory, productivity, etc. SuperUser of Data Warehouse and reporting systems (Oracle, OBIEE, EssBase, Business Objects) Developed consolidated reporting for EOA (Lens and Lab divisions) for senior executives. Produce pro-forma/trend analysis using, forecast, budget, and history to identify threats and opportunities. Develop a business partner relationship by providing them with the means to understand their sales, margin, and expenses while offering recommendations for ways to improve their business. Budget/Forecasting development and management using input from top management and operations. Prepare management presentations to be reviewed at Executive Board meetings. Master System User of Budgeting and Planning Application (SAP/Business Objects) to provide support for all business units using this software (140 users) Support the VP of Finance Business Analysis on special projects for system and business process re-engineering, cost reduction, and systems enhancements (ACE) Coordination point for consolidated reporting in the Commercial Sales Business Initiate projects to achieve improvements in identified areas Six Sigma/Lean Management Certified. Company Name City , State OPERATIONS SUPERVISOR 10/2006 to 04/2007 Create and prepare training documentation (handouts, training guides, test cases) and presentation material to be available for new hires. Strategic planning and forecasting to assist in new cost reduction projects/programs. Develop program and system mapping exercises for database conversion Prepare as Subject Matter Expert for assigned project Responsible for the integration of an internal corporate treasury security tracking program from Boston office to Dallas. Company Name City , State PRICING ANALYST 10/2005 to 10/2006 Research and analyze domestic and foreign securities Prepare daily and monthly security reports via our pricing vendors Work closely with Accounting Department to ensure timely and accurate reporting to our clients regarding their investment portfolios Management of various corporate retirement accounts, reporting on a monthly and daily basis Prepare daily and monthly pricing variance reports for specific accounts. Education MBA : FINANCE 2006 University of North Texas , City , State Bachelor of Science : ACCOUNTING 2003 Southeastern Oklahoma State University , City , State Participated in the VITA program Accounting Club Member Skills Accounting, Budgeting and Planning, Business Analysis, Business process re-engineering, Cost reduction analysis, Finance Reporting, Financial Statements, Forecasting, Inventory reconciliations, Manufacturing Costing analysis, Oracle, Payroll, Risk management, Sales, System conversions/Implementations, SAP, Six Sigma, Strategic planning, Tax returns, Trend analysis | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME774172278" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_774172278_1_502096575" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="774172278FNAM1"> </span> <span> </span> <span class="field" id="774172278LNAM1"> DIRECTOR OF FINANCE</span> </div> <div class="botBorder"> </div> </div> </div> <div class="section" id="SECTION_SUMM774172283" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM774172283"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_774172283_1_502096585" style="padding-top:0px;"> <div class="field singlecolumn" id="774172283FRFM1"> Senior Finance leader with 12+ years of professional experience heavily focused in financial analytics and accounting practices. Professional presence with a solid work ethic and customer service oriented. Team player who is comfortable working with all levels of management and staff. Creative problem solver who provides and implements cost effective solutions and continuously looking for way to create efficiencies and drive business profitability. Detail oriented with advanced skills in all Microsoft office applications.</div> </div> </div> <div class="section" id="SECTION_HILT774172286" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT774172286"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_774172286_1_502098339" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="774172286SKC11"> <ul> <li class=""> <span class=""> Strong experience in both short and long term financial planning </span> </li> </ul> <ul> <li class=""> Polished communication skills and comfortable working with all levels of management driving motivation and success with human capital</li> </ul> </td> <td class="field twocol_2" id="774172286SKC21"> <ul> <li class="" style="text-align: left;"> Proficient in creating and tracking key performance indicators to drive business </li> <li class=""> Experienced in ERP/System conversions and transitions from legacy systems </li> </ul> <ul> <li class=""> Creation of financial reporting and modeling to communicate manufacturing cost goals and targets</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR774172280" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR774172280"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_774172280_1_502101144" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP1" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT1"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD1"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT1"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES1" itemprop="description"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_2_719132055" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP2" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT2"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD2"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT2"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES2" itemprop="description"> <ul> <li style="text-align: left;"> Facilitated and led team during month-end close processes, invoicing, journal entries and account reconciliations.</li> <li style="text-align: left;"> Created executive analysis reports highlighting business issues, potential risks and profit opportunities.</li> <li style="text-align: left;"> Created detailed financial models and analytical tools to facilitate variance analysis.</li> <li style="text-align: left;"> Managed $250K+ annual expense budgets across logistics finance organization </li> <li style="text-align: left;"> Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals</li> <li style="text-align: left;"> Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments</li> <li style="text-align: left;"> Support reporting and analytics such as KPI's, metrics, financial reports and creating & improving dashboards</li> <li style="text-align: left;"> Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution</li> <li style="text-align: left;"> Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals</li> <li style="text-align: left;"> Perform ad-hoc reporting and analysis as required to support the business and its leaders</li> <li style="text-align: left;"> Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached</li> <li style="text-align: left;"> Streamlined spending analysis to a more accurate, efficient and automated process</li> <li style="text-align: left;"> Designed and created weekly and monthly spending reports</li> <li style="text-align: left;"> Executed and reported variance and gap analysis</li> <li style="text-align: left;"> <span style="line-height: 1.5;"> Created monthly PowerPoint presentations illustrating business performance and goals</span> </li> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <div class="newSpan" style="margin-left: -69px;"> </div> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_3_719132056" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP3" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT3"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD3"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT3"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES3" itemprop="description"> <ul> <li style="text-align: left;"> Facilitated and led team during month-end close processes, invoicing, journal entries and account reconciliations.</li> <li style="text-align: left;"> Created executive analysis reports highlighting business issues, potential risks and profit opportunities.</li> <li style="text-align: left;"> Created detailed financial models and analytical tools to facilitate variance analysis.</li> <li style="text-align: left;"> Managed $250M+ annual expense budgets across logistics finance organization</li> <li style="text-align: left;"> Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins</li> <li style="text-align: left;"> Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals</li> <li style="text-align: left;"> Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments</li> <li style="text-align: left;"> Support reporting and analytics such as KPI's, metrics, financial reports and creating & improving dashboards</li> <li style="text-align: left;"> Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution</li> <li style="text-align: left;"> Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals</li> <li style="text-align: left;"> Perform ad-hoc reporting and analysis as required to support the business and its leaders</li> <li style="text-align: left;"> Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached</li> <li style="text-align: left;"> Streamlined spending analysis to a more accurate, efficient and automated process</li> <li style="text-align: left;"> Designed and created weekly and monthly spending reports</li> <li style="text-align: left;"> Executed and reported variance and gap analysis</li> <li style="text-align: left;"> <span style="line-height: 1.5;"> Created monthly PowerPoint presentations illustrating business performance and goals</span> </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_4_719132057" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP4" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT4"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD4"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT4"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES4" itemprop="description"> <ul> <li style="text-align: left;"> Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations.</li> <li style="text-align: left;"> Created executive analysis reports highlighting business issues, potential risks and profit opportunities.</li> <li style="text-align: left;"> Created detailed financial models and analytical tools to facilitate variance analysis.</li> <li style="text-align: left;"> Managed $250M+ annual expense budgets across logistics finance organization</li> <li style="text-align: left;"> Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins</li> <li style="text-align: left;"> Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals</li> <li style="text-align: left;"> Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments</li> <li style="text-align: left;"> Support reporting and analytics such as KPI's, metrics, financial reports and creating & improving dashboards</li> <li style="text-align: left;"> Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution</li> <li style="text-align: left;"> Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals</li> <li style="text-align: left;"> Perform ad-hoc reporting and analysis as required to support the business and its leaders</li> <li style="text-align: left;"> Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached</li> <li style="text-align: left;"> Streamlined spending analysis to a more accurate, efficient and automated process</li> <li style="text-align: left;"> Designed and created weekly and monthly spending reports</li> <li style="text-align: left;"> Executed and reported variance and gap analysis</li> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <div class="newSpan" style="margin-left: -53px;"> </div> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <li style="text-align: left;"> <span style="line-height: 1.5;"> Created monthly PowerPoint presentations illustrating business performance and goals</span> </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_5_719132058" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP5" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT5"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD5"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT5"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES5" itemprop="description"> <ul> <li style="text-align: left;"> Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations.</li> <li style="text-align: left;"> Created executive analysis reports highlighting business issues, potential risks and profit opportunities.</li> <li style="text-align: left;"> Created detailed financial models and analytical tools to facilitate variance analysis.</li> <li style="text-align: left;"> Managed $250M+ annual expense budgets across logistics finance organization</li> <li style="text-align: left;"> Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins</li> <li style="text-align: left;"> Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals</li> <li style="text-align: left;"> Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments</li> <li style="text-align: left;"> Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution</li> <li style="text-align: left;"> Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals</li> <li style="text-align: left;"> Perform ad-hoc reporting and analysis as required to support the business and its leaders</li> <li style="text-align: left;"> Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached</li> <li style="text-align: left;"> Streamlined spending analysis to a more accurate, efficient and automated process</li> <li style="text-align: left;"> Designed and created weekly and monthly spending reports</li> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <div class="newSpan" style="margin-left: -53px;"> </div> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <li style="text-align: left;"> Executed and reported variance and gap analysis</li> <li style="text-align: left;"> <span style="line-height: 1.5;"> Created monthly PowerPoint presentations illustrating business performance and goals</span> </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_6_719132059" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP6" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT6"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD6"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT6"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES6" itemprop="description"> <ul> <li style="text-align: left;"> Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations.</li> <li style="text-align: left;"> Created executive analysis reports highlighting business issues, potential risks and profit opportunities.</li> <li style="text-align: left;"> Created detailed financial models and analytical tools to facilitate variance analysis.</li> <li style="text-align: left;"> Managed $250M+ annual expense budgets across logistics finance organization</li> <li style="text-align: left;"> Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins</li> <li style="text-align: left;"> Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals</li> <li style="text-align: left;"> Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments</li> <li style="text-align: left;"> Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution</li> <li style="text-align: left;"> Standard costing experience and budgeting across manufacturing function.</li> <li style="text-align: left;"> Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals</li> <li style="text-align: left;"> Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached<br/> </li> <li style="text-align: left;"> Streamlined spending analysis to create more accurate, efficient and automated processes</li> <li style="text-align: left;"> Participated in large ERP system transitions and new implementations in finance organization</li> <li style="text-align: left;"> Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered.</li> <li style="text-align: left;"> Participating in quarterly and annual audits with both internal and external partners.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_7_719132060" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP7" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA7" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT7"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD7"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT7"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES7" itemprop="description"> <ul> <li style="text-align: left;"> Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations.</li> <li style="text-align: left;"> Created executive analysis reports highlighting business issues, potential risks and profit opportunities.</li> <li style="text-align: left;"> Created detailed financial models and analytical tools to facilitate variance analysis.</li> <li style="text-align: left;"> Managed $250M+ annual expense budgets across logistics finance organization</li> <li style="text-align: left;"> Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins</li> <li style="text-align: left;"> Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals</li> <li style="text-align: left;"> Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments</li> <li style="text-align: left;"> Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution</li> <li style="text-align: left;"> Standard costing experience and budgeting across manufacturing functions.</li> <li style="text-align: left;"> Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals</li> <li style="text-align: left;"> Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached<br/> </li> <li style="text-align: left;"> Streamlined spending analysis to create more accurate, efficient and automated processes</li> <li style="text-align: left;"> Participated in large ERP system transitions and new implementations in finance organization</li> <li style="text-align: left;"> Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered.</li> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <div class="newSpan" style="margin-left: -53px;"> </div> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <li style="text-align: left;"> Participating in quarterly and annual audits with both internal and external partners.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_8_719132061" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP8" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT8" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA8" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT8"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD8"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT8"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES8" itemprop="description"> <ul> <li style="text-align: left;"> Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations.</li> <li style="text-align: left;"> Created executive analysis reports highlighting business issues, potential risks and profit opportunities.</li> <li style="text-align: left;"> Created detailed financial models and analytical tools to facilitate variance analysis.</li> <li style="text-align: left;"> Managed $250M+ annual expense budgets across logistics finance organization</li> <li style="text-align: left;"> Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins</li> <li style="text-align: left;"> Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals</li> <li style="text-align: left;"> Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments</li> <li style="text-align: left;"> Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution</li> <li style="text-align: left;"> Standard costing experience and budgeting across manufacturing functions.</li> <li style="text-align: left;"> Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals</li> <li style="text-align: left;"> Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached<br/> </li> <li style="text-align: left;"> Streamlined spending analysis to create more accurate, efficient and automated processes</li> <li style="text-align: left;"> Participated in large ERP system transitions and new implementations in finance organization</li> <li style="text-align: left;"> Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered.</li> <li style="text-align: left;"> Participating in quarterly and annual audits with both internal and external partners.</li> <li style="text-align: left;"> Created and presented pro forma statements and "what if" analysis to exective leadership</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_9_719132062" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP9" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT9" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA9" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT9"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD9"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT9"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES9" itemprop="description"> <ul> <li style="text-align: left;"> Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations</li> <li style="text-align: left;"> Created executive analysis reports highlighting business issues, potential risks and profit opportunities</li> <li style="text-align: left;"> Created detailed financial models and analytical tools to facilitate variance analysis</li> <li style="text-align: left;"> Managed $250M+ annual expense budgets across logistics finance organization</li> <li style="text-align: left;"> Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins</li> <li style="text-align: left;"> Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals</li> <li style="text-align: left;"> Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments</li> <li style="text-align: left;"> Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution</li> <li style="text-align: left;"> Standard costing experience and budgeting across manufacturing functions</li> <li style="text-align: left;"> Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals</li> <li style="text-align: left;"> Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached<br/> </li> <li style="text-align: left;"> Streamlined spending analysis to create more accurate, efficient and automated processes</li> <li style="text-align: left;"> Participated in large ERP system transitions and new implementations in finance organization</li> <li style="text-align: left;"> Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered</li> <li style="text-align: left;"> Participating in quarterly and annual audits with both internal and external partners</li> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <div class="newSpan" style="margin-left: -53px;"> </div> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <li style="text-align: left;"> Created and presented pro forma statements and "what if" analysis to exective leadership</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_10_719132063" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP10" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT10" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA10" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT10"> DIRECTOR OF FINANCE</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD10"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT10"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES10" itemprop="description"> <ul> <li style="text-align: left;"> Facilitated and led logistics finance team during month-end close processes, including invoicing, journal entries, accrual obligations and account reconciliations</li> <li style="text-align: left;"> Created executive analysis reports highlighting business issues, potential risks and profit opportunities</li> <li style="text-align: left;"> Created detailed financial models and analytical tools to facilitate variance analysis</li> <li style="text-align: left;"> Managed $250M+ annual expense budgets across logistics finance organization</li> <li style="text-align: left;"> Responsible for $350M sales business unit P&L management including revenue, cost of goods, SG&A, and profit margins</li> <li style="text-align: left;"> Providing guidance for monthly forecast process and giving strategic financial leadership to the business on achieving goals</li> <li style="text-align: left;"> Analyze financial, operational, and accounting data for the development of reports to be delivered to various business segments</li> <li style="text-align: left;"> Provide metrics and KPI's that improve the key drivers of operations and enable effective management, decision-making and execution</li> <li style="text-align: left;"> Standard costing experience and budgeting across manufacturing functions</li> <li style="text-align: left;"> Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis to ensure goals are reached<br/> </li> <li style="text-align: left;"> Streamlined spending analysis to create more accurate, efficient and automated processes</li> <li style="text-align: left;"> Participated in large ERP system transitions and new implementations in finance organization</li> <li style="text-align: left;"> Worked closely across all business functions to create strong relationship and partnerships and ensuring communication across the company and knowledge of all downstream/upstream processes are considered</li> <li style="text-align: left;"> Participating in quarterly and annual audits with both internal and external partners</li> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <div class="newSpan" style="margin-left: -53px;"> </div> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <li style="text-align: left;"> Created and presented pro forma statements and "what if" analysis to exective leadership</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_11_502096577" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP11" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT11" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA11" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT11"> FINANCIAL ANALYST/PROJECT MANAGER</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD11"> 04/2007</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT11"> 06/2011</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES11" itemprop="description"> <ul> <li> Monthly P&L management, including Financial and operations analysis for profitability comparisons, risk management, and expense management.</li> <li> Develop and maintain comprehensive and summarized reporting package to monitor the performance each month in all critical areas - sales, gross margin, expenses, inventory, productivity, etc.</li> <li> SuperUser of Data Warehouse and reporting systems (Oracle, OBIEE, EssBase, Business Objects) Developed consolidated reporting for EOA (Lens and Lab divisions) for senior executives.</li> <li> Produce pro-forma/trend analysis using, forecast, budget, and history to identify threats and opportunities.</li> <li> Develop a business partner relationship by providing them with the means to understand their sales, margin, and expenses while offering recommendations for ways to improve their business.</li> <li> Budget/Forecasting development and management using input from top management and operations.</li> <li> Prepare management presentations to be reviewed at Executive Board meetings.</li> <li> Master System User of Budgeting and Planning Application (SAP/Business Objects) to provide support for all business units using this software (140 users) Support the VP of Finance Business Analysis on special projects for system and business process re-engineering, cost reduction, and systems enhancements (ACE) Coordination point for consolidated reporting in the Commercial Sales Business Initiate projects to achieve improvements in identified areas Six Sigma/Lean Management Certified.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_12_502096578" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP12" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT12" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA12" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT12"> OPERATIONS SUPERVISOR</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD12"> 10/2006</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT12"> 04/2007</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES12" itemprop="description"> <ul> <li> Create and prepare training documentation (handouts, training guides, test cases) and presentation material to be available for new hires.</li> <li> Strategic planning and forecasting to assist in new cost reduction projects/programs.</li> <li> Develop program and system mapping exercises for database conversion Prepare as Subject Matter Expert for assigned project Responsible for the integration of an internal corporate treasury security tracking program from Boston office to Dallas.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172280_13_502096579" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="774172280COMP13" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="774172280JCIT13" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172280JSTA13" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="774172280JTIT13"> PRICING ANALYST</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="774172280JSTD13"> 10/2005</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="774172280EDDT13"> 10/2006</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="774172280JDES13" itemprop="description"> <ul> <li> Research and analyze domestic and foreign securities Prepare daily and monthly security reports via our pricing vendors Work closely with Accounting Department to ensure timely and accurate reporting to our clients regarding their investment portfolios Management of various corporate retirement accounts, reporting on a monthly and daily basis Prepare daily and monthly pricing variance reports for specific accounts.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC774172282" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC774172282"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_774172282_1_502096581" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="774172282DGRE1" itemprop="name"> MBA</span> <span> :</span> <span class="programline" dependency="STUY" id="774172282STUY1"> FINANCE</span> <span class="datesWrapper"> <span class="jobdates" id="774172282GRYR1"> 2006</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="774172282SCHO1" itemprop="name"> University of North Texas</span> <span> , </span> <span class="joblocation jobcity" id="774172282SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172282SSTA1"> State</span> <span class="joblocation jobstate" id="774172282SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="774172282FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_774172282_2_502096582" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="774172282DGRE2" itemprop="name"> Bachelor of Science</span> <span> :</span> <span class="programline" dependency="STUY" id="774172282STUY2"> ACCOUNTING</span> <span class="datesWrapper"> <span class="jobdates" id="774172282GRYR2"> 2003</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="774172282SCHO2" itemprop="name"> Southeastern Oklahoma State University</span> <span> , </span> <span class="joblocation jobcity" id="774172282SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="774172282SSTA2"> State</span> <span class="joblocation jobstate" id="774172282SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="774172282FRFM2"> <div> Participated in the VITA program</div> <div> Accounting Club Member </div> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL774172285" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL774172285"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_774172285_1_502096586" style="padding-top:0px;"> <div class="field singlecolumn" id="774172285FRFM1"> Accounting, Budgeting and Planning, Business Analysis, Business process re-engineering, Cost reduction analysis, Finance Reporting, Financial Statements, Forecasting, Inventory reconciliations, Manufacturing Costing analysis, Oracle, Payroll, Risk management, Sales, System conversions/Implementations, SAP, Six Sigma, Strategic planning, Tax returns, Trend analysis</div> </div> </div> </div> | FINANCE |
20,977,412 | OPERATIONS AND FINANCE MANAGER Summary Communication Skills - Proven ability to produce formal written reports with the subheadings of Table of Contents, Executive Summary, Statement of Purpose, Observations, Conclusions and Recommendations. Like reading a chapter in a textbook Possess well-developed skills with interpersonal customer relations, e-mails, group presentations
*Analytic Abilities - Expert level proficiency using Microsoft Office applications Excel, Word, Access, Power Point, Visio. Proven understanding of relational database concepts, Microsoft Outlook. Microsoft Certified SQL Sequel Server, VBA coding. Creating, administering and modifying complex reporting applications to provide vital reporting functions to middle, senior and executive management
*Professional Job Experience
*Collections / Supervisory - Over eleven years experience Manager of Collections and Enforcement Branches supervising and managing two branches, with eleven employees, of the of the Oklahoma Turnpike Authority regarding incoming and outgoing collection calls and collection issues. Semi Annual performance appraisals. Performing RFP bids for Third Party Collections. Pursuing insurance claims for damages to Turnpike Property.
*Credit / Business Analysis - Over eleven years banking experience in evaluating, administering and approving loans and other complex financial & accounting analysis. As member of Loan Review Team for five years I was rep for Senior Loan Committee, participated and led reviews of correspondent banks and lending divisions, examining and analyzing financial statements, tax returns and collateral documentation. Two years of my banking experience working was with the Credit Administration department. My computer skills, especially with database applications, enabled me to manage and monitor large volumes of important financial data such as exceptions to policy, adequacy of loan loss reserves, compliance with loan agreements and adequacy of collateral coverage, to name a few. Four years was spent analyzing, administering and approving both direct and indirect loans within my retail loan approval authority.
*Budget & Forecasting - Two years experience in Federal Institution administering, evaluating and reporting compliance with a $700 million labor budget. Reported monthly, in writing and in person Q&A to department management, Senior Management and base Commander (yikes).
*Self Employed - Experience Operations and Finance Manager 03/2014 to Current Company Name City , State Responsible for Successful Deployment of ScoopDog project. Coordinate activities between manufacturing, design and sales/fulfillment functions. Create and maintain Facebook, Business Facebook, Kickstarter and Website applications. Produce pricing studies, projections and support for analysis. Manage Financial, Accounting and Legal advisors. Financial Analyst 06/2012 to 05/2013 Company Name City , State Compile Year End Financial Statements. Check Writing Authority. Create inventory system for office assets - depreciation schedules. Balance and maintain cash accounts. Interface for government regulatory agencies. Labor Budget Analyst 11/2010 to 06/2012 Company Name City , State Successfully collected, analyzed and advised senior management in writing, regarding compliance with $700 million labor budget of the different divisions at Tinker Air Force Base in Midwest City, Okla. Report to management in monthly meetings and answer concerns regarding trends in labor costs and their compliance with budgetary guidelines. Successfully demonstrated research skills using Microsoft Office (Excel, Access, Word) to provide formal written reports to management including Table of Contents, Footnotes, Executive Summary etc. Participate in departmental budgeting process
PIKEPASS Call Center. Manager of Collections and Enforcement 04/1999 to 11/2010 Company Name City , State Supervised operations and personnel of both OTA Enforcement Branch and Collections Branch - completed semiannual performance appraisals, hiring, firing etc. Reduced escalated calls by 50% by coaching employees regarding technique and style for negotiating collections issues with incoming and outgoing calls in accordance with OTA policy. Received and resolved escalated calls daily from patrons regarding collection issues. Successfully demonstrated research skills using Microsoft Office (Excel, Access, Word) to provide formal written reports to management including Table of Contents, Footnotes, Executive Summary etc. Standardized department policy by creating training and orientation presentations with Microsoft PowerPoint applications. Slashed abandoned call rate by more than 60% by evaluating workflow of call center, analyzing problem areas and making recommendations to management. Revolutionized RFP bidding process by creating and implementing technique that assigned relative numerical values to individual bids for services from Third Party Collection Agency. Assistant Administrator 09/1986 to 02/1999 Company Name City , State Credit Underwriter, Indirect Underwriter, Credit Admin, Loan Review. Produce and monitor annual budget process with Supervisor. Evaluated and classified multi-million dollar Commercial and Retail Loan Portfolios based on analysis of financial statements, tax returns and collateral appraisals - reported results to Board of Directors. Approved/Rejected installment loan requests within established loan authority. Responsible for all business loans for the retail team Served as representative of Loan Review Team to Senior Loan Committee regarding classification of commercial loans exceeding $1 Million. Analyzed processes and created computer applications used to replace manual operations. Successfully gathered information, articulated recommendations - proven research skills using Microsoft Office (Excel, Access, Word) Provided research and formal written reports to management. Monitored adequacy of Loan Loss Reserves, reported status monthly to Board of Directors. Maintained list of Exceptions to Policy and reported status monthly to Board of Directors. Education and Training MBA UNIVERSITY of OKLAHOMA City , State Master of Business Administration : Business Administration, Finance Business Administration, Finance BBA Bachelor of Business Administration : Management Management OKLAHOMA BANKERS ASSOCIATION, Oklahoma City
Loan Documentation Seminar
Intermediate Banking School Personal Information OKLAHOMA TRANSPORTATION AUTHORITY, Customer Service Award
BANC ONE, Retail Employee of the Quarter Skills Accounting, Air Force, Agency, Balance, Banking, budgeting, budget, Call Center, coaching, commercial loans, computer applications, Credit, senior management, Financial, Financial Statements, analysis of financial statements, firing, government, hiring, inventory, Legal, Loan Documentation, meetings, Access, Excel, Microsoft Office, office, Microsoft PowerPoint, Word, negotiating, performance appraisals, personnel, presentations, pricing, processes, research, Retail, RFP, sales, Supervisor, tax returns, Underwriter, Website, workflow, written Additional Information AWARDS and RECOGNITIONS
OKLAHOMA TRANSPORTATION AUTHORITY, Customer Service Award
BANC ONE, Retail Employee of the Quarter | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME974525798" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_974525798_1_644220710" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="974525798FNAM1"> </span> <span> </span> <span class="field lName" id="974525798LNAM1"> OPERATIONS AND FINANCE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM974525802" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM974525802"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_974525802_1_644220724" style="padding-top:0px;"> <div class="field singlecolumn" id="974525802FRFM1"> Communication Skills - Proven ability to produce formal written reports with the subheadings of Table of Contents, Executive Summary, Statement of Purpose, Observations, Conclusions and Recommendations. Like reading a chapter in a textbook Possess well-developed skills with interpersonal customer relations, e-mails, group presentations
*Analytic Abilities - Expert level proficiency using Microsoft Office applications Excel, Word, Access, Power Point, Visio. Proven understanding of relational database concepts, Microsoft Outlook. Microsoft Certified SQL Sequel Server, VBA coding. Creating, administering and modifying complex reporting applications to provide vital reporting functions to middle, senior and executive management
*Professional Job Experience
*Collections / Supervisory - Over eleven years experience Manager of Collections and Enforcement Branches supervising and managing two branches, with eleven employees, of the of the Oklahoma Turnpike Authority regarding incoming and outgoing collection calls and collection issues. Semi Annual performance appraisals. Performing RFP bids for Third Party Collections. Pursuing insurance claims for damages to Turnpike Property.
*Credit / Business Analysis - Over eleven years banking experience in evaluating, administering and approving loans and other complex financial & accounting analysis. As member of Loan Review Team for five years I was rep for Senior Loan Committee, participated and led reviews of correspondent banks and lending divisions, examining and analyzing financial statements, tax returns and collateral documentation. Two years of my banking experience working was with the Credit Administration department. My computer skills, especially with database applications, enabled me to manage and monitor large volumes of important financial data such as exceptions to policy, adequacy of loan loss reserves, compliance with loan agreements and adequacy of collateral coverage, to name a few. Four years was spent analyzing, administering and approving both direct and indirect loans within my retail loan approval authority.
*Budget & Forecasting - Two years experience in Federal Institution administering, evaluating and reporting compliance with a $700 million labor budget. Reported monthly, in writing and in person Q&A to department management, Senior Management and base Commander (yikes).
*Self Employed -</div> </div> </div> <div class="section" id="SECTION_HILT974525806" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR974525800" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR974525800"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_974525800_1_644220712" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="974525800JTIT1"> Operations and Finance Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="974525800JSTD1"> 03/2014</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="974525800EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="974525800COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="974525800JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="974525800JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="974525800JDES1" itemprop="description"> <ul> <li> Responsible for Successful Deployment of ScoopDog project.</li> <li> Coordinate activities between manufacturing, design and sales/fulfillment functions.</li> <li> Create and maintain Facebook, Business Facebook, Kickstarter and Website applications.</li> <li> Produce pricing studies, projections and support for analysis.</li> <li> Manage Financial, Accounting and Legal advisors.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_974525800_2_644220713" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="974525800JTIT2"> Financial Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="974525800JSTD2"> 06/2012</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="974525800EDDT2"> 05/2013</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="974525800COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="974525800JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="974525800JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="974525800JDES2" itemprop="description"> <ul> <li> Compile Year End Financial Statements.</li> <li> Check Writing Authority.</li> <li> Create inventory system for office assets - depreciation schedules.</li> <li> Balance and maintain cash accounts.</li> <li> Interface for government regulatory agencies.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_974525800_3_644220714" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="974525800JTIT3"> Labor Budget Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="974525800JSTD3"> 11/2010</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="974525800EDDT3"> 06/2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="974525800COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="974525800JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="974525800JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="974525800JDES3" itemprop="description"> <ul> <li> Successfully collected, analyzed and advised senior management in writing, regarding compliance with $700 million labor budget of the different divisions at Tinker Air Force Base in Midwest City, Okla.</li> <li> Report to management in monthly meetings and answer concerns regarding trends in labor costs and their compliance with budgetary guidelines.</li> <li> Successfully demonstrated research skills using Microsoft Office (Excel, Access, Word) to provide formal written reports to management including Table of Contents, Footnotes, Executive Summary etc.</li> <li> Participate in departmental budgeting process
PIKEPASS Call Center.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_974525800_4_644220715" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="974525800JTIT4"> Manager of Collections and Enforcement</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="974525800JSTD4"> 04/1999</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="974525800EDDT4"> 11/2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="974525800COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="974525800JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="974525800JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="974525800JDES4" itemprop="description"> <ul> <li> Supervised operations and personnel of both OTA Enforcement Branch and Collections Branch - completed semiannual performance appraisals, hiring, firing etc.</li> <li> Reduced escalated calls by 50% by coaching employees regarding technique and style for negotiating collections issues with incoming and outgoing calls in accordance with OTA policy.</li> <li> Received and resolved escalated calls daily from patrons regarding collection issues.</li> <li> Successfully demonstrated research skills using Microsoft Office (Excel, Access, Word) to provide formal written reports to management including Table of Contents, Footnotes, Executive Summary etc.</li> <li> Standardized department policy by creating training and orientation presentations with Microsoft PowerPoint applications.</li> <li> Slashed abandoned call rate by more than 60% by evaluating workflow of call center, analyzing problem areas and making recommendations to management.</li> <li> Revolutionized RFP bidding process by creating and implementing technique that assigned relative numerical values to individual bids for services from Third Party Collection Agency.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_974525800_5_644220716" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="974525800JTIT5"> Assistant Administrator</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="974525800JSTD5"> 09/1986</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="974525800EDDT5"> 02/1999</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="974525800COMP5" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="974525800JCIT5" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="974525800JSTA5" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="974525800JDES5" itemprop="description"> <ul> <li> Credit Underwriter, Indirect Underwriter, Credit Admin, Loan Review.</li> <li> Produce and monitor annual budget process with Supervisor.</li> <li> Evaluated and classified multi-million dollar Commercial and Retail Loan Portfolios based on analysis of financial statements, tax returns and collateral appraisals - reported results to Board of Directors.</li> <li> Approved/Rejected installment loan requests within established loan authority.</li> <li> Responsible for all business loans for the retail team Served as representative of Loan Review Team to Senior Loan Committee regarding classification of commercial loans exceeding $1 Million.</li> <li> Analyzed processes and created computer applications used to replace manual operations.</li> <li> Successfully gathered information, articulated recommendations - proven research skills using Microsoft Office (Excel, Access, Word) Provided research and formal written reports to management.</li> <li> Monitored adequacy of Loan Loss Reserves, reported status monthly to Board of Directors.</li> <li> Maintained list of Exceptions to Policy and reported status monthly to Board of Directors.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC974525801" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC974525801"> Education and Training</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_974525801_1_644220717" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="974525801DGRE1" itemprop="name"> MBA</span> <span class="programline" id="974525801STUY1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="974525801SCHO1" itemprop="name"> UNIVERSITY of OKLAHOMA</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="974525801SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="974525801SSTA1"> State</span> <span class="joblocation eduCountry" id="974525801SCNT1"> </span> </span> </span> <span class="paddedline"> <span class="field" id="974525801FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_974525801_2_644220718" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="974525801DGRE2" itemprop="name"> Master of Business Administration</span> <span> : </span> <span class="programline" id="974525801STUY2"> Business Administration, Finance</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="974525801SCHO2" itemprop="name"> </span> </span> <span class="paddedline"> <span class="field" id="974525801FRFM2"> Business Administration, Finance</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_974525801_3_644220721" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="974525801DGRE3" itemprop="name"> BBA</span> <span class="programline" id="974525801STUY3"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="974525801SCHO3" itemprop="name"> </span> </span> <span class="paddedline"> <span class="field" id="974525801FRFM3"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_974525801_4_644220722" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="974525801DGRE4" itemprop="name"> Bachelor of Business Administration</span> <span> : </span> <span class="programline" id="974525801STUY4"> Management</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="974525801SCHO4" itemprop="name"> </span> </span> <span class="paddedline"> <span class="field" id="974525801FRFM4"> Management</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_974525801_5_644220723" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="974525801DGRE5" itemprop="name"> OKLAHOMA BANKERS ASSOCIATION, Oklahoma City
Loan Documentation Seminar
Intermediate Banking School</span> <span class="programline" id="974525801STUY5"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="974525801SCHO5" itemprop="name"> </span> </span> <span class="paddedline"> <span class="field" id="974525801FRFM5"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_PRIN974525803" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_PRIN974525803"> Personal Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_974525803_1_644220727" style="padding-top:0px;"> <div class="field singlecolumn" id="974525803FRFM1"> OKLAHOMA TRANSPORTATION AUTHORITY, Customer Service Award
BANC ONE, Retail Employee of the Quarter</div> </div> </div> <div class="section" id="SECTION_SKLL974525804" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL974525804"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_974525804_1_644220728" style="padding-top:0px;"> <div class="field singlecolumn" id="974525804FRFM1"> Accounting, Air Force, Agency, Balance, Banking, budgeting, budget, Call Center, coaching, commercial loans, computer applications, Credit, senior management, Financial, Financial Statements, analysis of financial statements, firing, government, hiring, inventory, Legal, Loan Documentation, meetings, Access, Excel, Microsoft Office, office, Microsoft PowerPoint, Word, negotiating, performance appraisals, personnel, presentations, pricing, processes, research, Retail, RFP, sales, Supervisor, tax returns, Underwriter, Website, workflow, written</div> </div> </div> <div class="section" id="SECTION_AFIL974525807" style="padding-top:0px;"> </div> <div class="section" id="SECTION_ADDI974525805" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ADDI974525805"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_974525805_1_644220729" style="padding-top:0px;"> <div class="field singlecolumn" id="974525805FRFM1"> <ul> <li> AWARDS and RECOGNITIONS
OKLAHOMA TRANSPORTATION AUTHORITY, Customer Service Award
BANC ONE, Retail Employee of the Quarter</li> </ul> </div> </div> </div> </div> | FINANCE |
26,013,403 | OPERATIONS FINANCE DIRECTOR Summary Skilled financial professional with over twenty years of financial services industry and fifteen years of practical management experience.Highly detail-oriented and organized. Areas of expertise include conflict management, customer service, marketing and client interface. Advanced training in risk assessments, management controls and audit planning. Highlights Customer service Schedule management Project management Strategic and financial planning expert Mergers and acquisitions knowledge Negotiations, risk mitigation Exceptional customer service skills Microsoft Office proficiency Proficient in Concur, Workday, Kronos Excel spreadsheets/SQL SOX, DOJ, Audit experience Cost reduction and containment Staff leadership and development Superior organization skills Accomplishments Reduced capital spending by 35 % per year as the leader of a cross-functional trading floor teams in San Francisco and New York. Head of Business Continuity for NYSE-SF and NYSE-NY. Recognized for achieving flawless audit scores from both NYSE Regulation, Securities and Exchange Commission and FINRA. Authored and published trading floor rule filings for NYSE- SF and NYSE-Amex- 2008-2013. Launched the Amex Trading Floor-NY in 2008-2009, hired all trading floor staff. Authored all trading floor employee procedures, manuals, and company policies for both NYSE-SF and NYSE-Amex. In charge of streamlining staffing levels for three mergers 2005-2010. Started NYSE Annual Community Volunteer Program 2010. Experience Operations Finance Director Jan 2016 to Current Company Name - City , State Planned and executed operational audits of various business areas using risk-based audit methodology. Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Developed and implemented efficient accounting, financial and operational systems. Generated new accounts by implementing effective networking and content marketing strategies. Reviewed new customer orders and requests and manually entered data Systematically prepared documents and assembled financial statements for independent auditors i nto a centralized database. Managing Director - Head Of Trading Floor Operations Feb 2009 to Oct 2015 Company Name - City Supervised and managed all daily operational trading floor activities, all trading floor staff and all trading floor broker operations on the San Francisco trading floor Worked with FINRA Floor staff to enforce trading floor rules Responsible for enforcement of trading floor rules and regulation for open out-cry trading. Developed strategy for internal and external regulatory examinations, collaborated with internal and external audit and market compliance. Created organizational flow charts and career path reports to evaluate employee compensation information. Designed the employee performance evaluation process and merit program. Wrote all employee company policies and procedures for the trading floor. Increased the employee base to meet changing staffing needs. Implemented an innovative employee incentive and training program. Handled exchange customer error account for San Francisco SR. Director - Options Trading Services and Operations Oct 2007 to Feb 2009 Company Name - City , State Stationed in New York for the launch and merger between the NYSE and the American Stock Exchange. Implemented and authored all company policies and procedures for the trading floor. Recruited and interviewed 70 applicants per one year period. Reviewed federal and state laws to confirm and enforce company compliance. Wrote all employee performance evaluation reviews and recommended merit increases. Implemented an employee bonus program. Maintained all of the departments procedures and written documentation for both NYSE SF and NYSE Amex NY. Director -Manager -Options Trading Services May 1992 to Oct 2007 Company Name - City Managed trading floor staff and all trading floor procedures. Oversaw all facilities and maintenance of the entire options department. Developed and managed quarterly operating budgets for the entire San Francisco Trading Floor and Options department. Analyzed employment-related data and prepared required reports. Collected and analyzed data to evaluate operational issues and make process improvement recommendations.Communicated the duties, compensation, benefits and working conditions to all potential candidates. Defined strategy and business plans for entire SF-options trading floor. Rolled out new front end proprietary software for all trading firms. Traded customer orders in a fast paced open-out-cry environment. Oversaw scheduling for the day-to-day activities of assigned trading pit. Education Associate of Arts , History Diablo Valley College - City , State , USA Pursued BA in Finance Economics / Spanish Los Medanos Collage - City , State , USA Languages Spanish- Fluent reading/writing/professional level Certifications Certified Trading Floor Broker Certificate - NYSE-REG MBCI ( Member Business Continuity Institute) 2009-2015 Computer Information Systems Certificate-Project Management-DVC Spanish Foreign Language Certificate-LMC Published Regulatory Bulletins for NYSE-Arca Equities- 2010-2013 SEC (Rules 6.00-6.47(e) Skills Benefits, budgets, business planning, monthly, quarterly billing, flow charts, conflict resolution, database, documentation, hiring, HR generalist, inventory control, legal research, Microsoft Office, SQL, operations management. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME776589729" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_776589729_1_503681869" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="776589729FNAM1"> </span> <span> </span> <span class="field" id="776589729LNAM1"> OPERATIONS FINANCE DIRECTOR</span> </div> </div> </div> <div class="section" id="SECTION_SUMM776589731" style="padding-top:5px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM776589731"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_776589731_1_503681871" style="padding-top:0px;"> <div class="field singlecolumn" id="776589731FRFM1"> <div> Skilled financial professional with over twenty years of financial services industry and fifteen years of practical management experience.Highly detail-oriented and organized. Areas of expertise include conflict management, customer service, marketing and client interface. Advanced training in risk assessments, management controls and audit planning.</div> <div> </div> <div> </div> </div> </div> </div> <div class="section" id="SECTION_HILT776589732" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT776589732"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_776589732_1_503681872" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="776589732SKC11"> <ul> <li class=""> Customer service</li> <li class=""> Schedule management</li> <li class=""> <span class=""> Project management </span> </li> <li class=""> <span class=""> Strategic and financial planning expert</span> </li> <li class=""> <span class=""> <span class=""> Mergers and acquisitions knowledge</span> </span> </li> <li class=""> <span class=""> <span class=""> <span class=""> Negotiations, risk mitigation </span> </span> </span> </li> <li class=""> <span class=""> <span class=""> <span class=""> <span class=""> Exceptional customer service skills </span> </span> </span> </span> </li> </ul> </td> <td class="field twocol_2" id="776589732SKC21"> <ul> <li class=""> Microsoft Office proficiency</li> <li class=""> Proficient in Concur, Workday, Kronos</li> <li class=""> Excel spreadsheets/SQL</li> <li class=""> SOX, DOJ, Audit experience</li> <li class=""> Cost reduction and containment</li> <li class=""> Staff leadership and development</li> <li class=""> Superior organization skills</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM776589733" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_ACCM776589733"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_776589733_1_503681873" style="padding-top:0px;"> <div class="field singlecolumn" id="776589733FRFM1"> <ul> <li> Reduced capital spending by 35 % per year as the leader of a cross-functional trading floor teams in San Francisco and New York.</li> <li> Head of Business Continuity for NYSE-SF and NYSE-NY.</li> <li> Recognized for achieving flawless audit scores from both NYSE Regulation, Securities and Exchange Commission and FINRA.</li> <li> Authored and published trading floor rule filings for NYSE- SF and NYSE-Amex- 2008-2013.</li> <li> Launched the Amex Trading Floor-NY in 2008-2009, hired all trading floor staff.</li> <li> Authored all trading floor employee procedures, manuals, and company policies for both NYSE-SF and NYSE-Amex.</li> <li> In charge of streamlining staffing levels for three mergers 2005-2010.</li> <li> Started NYSE Annual Community Volunteer Program 2010.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR776589734" style="padding-top:10px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR776589734"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_776589734_1_538161640" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="776589734JTIT1"> Operations Finance Director</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="776589734JSTD1"> Jan 2016</span> <span> to </span> <span class="jobdates" format="%b %Y" id="776589734EDDT1"> Current</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="776589734COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="776589734JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="776589734JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="776589734JDES1" itemprop="description"> <span class=""> Planned and executed operational audits of various business areas using risk-based audit methodology. </span> Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Developed and implemented efficient accounting, financial and operational systems. Generated new accounts by implementing effective networking and content marketing strategies. Reviewed new customer orders and requests and manually entered data<span class=""> Systematically prepared documents and assembled financial statements for independent auditors i</span> nto a centralized database.</span> </div> </div> <div class="paragraph" id="PARAGRAPH_776589734_2_503681874" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="776589734JTIT2"> Managing Director - Head Of Trading Floor Operations</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="776589734JSTD2"> Feb 2009</span> <span> to </span> <span class="jobdates" format="%b %Y" id="776589734EDDT2"> Oct 2015</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="776589734COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="776589734JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="776589734JSTA2" itemprop="addressRegion"> </span> </span> <span class="jobline" id="776589734JDES2" itemprop="description"> <ul> <li> Supervised and managed all daily operational trading floor activities, all trading floor staff and all trading floor broker operations on the San Francisco trading floor </li> <li> Worked with FINRA Floor staff to enforce trading floor rules</li> <li> Responsible for enforcement of trading floor rules and regulation for open out-cry trading.</li> <li> Developed strategy for internal and external regulatory examinations, collaborated with internal and external audit and market compliance.</li> <li> Created organizational flow charts and career path reports to evaluate employee compensation information.</li> <li> Designed the employee performance evaluation process and merit program.</li> <li> Wrote all employee company policies and procedures for the trading floor.</li> <li> Increased the employee base to meet changing staffing needs.</li> <li> Implemented an innovative employee incentive and training program.</li> <li> Handled exchange customer error account for San Francisco </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_776589734_3_503681875" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="776589734JTIT3"> SR. Director - Options Trading Services and Operations</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="776589734JSTD3"> Oct 2007</span> <span> to </span> <span class="jobdates" format="%b %Y" id="776589734EDDT3"> Feb 2009</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="776589734COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="776589734JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="776589734JSTA3" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="776589734JDES3" itemprop="description"> <ul> <li> Stationed in New York for the launch and merger between the NYSE and the American Stock Exchange.</li> <li> Implemented and authored all company policies and procedures for the trading floor.</li> <li> Recruited and interviewed 70 applicants per one year period.</li> <li> Reviewed federal and state laws to confirm and enforce company compliance.</li> <li> Wrote all employee performance evaluation reviews and recommended merit increases.</li> <li> Implemented an employee bonus program.</li> <li> Maintained all of the departments procedures and written documentation for both NYSE SF and NYSE Amex NY.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_776589734_4_503681879" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="776589734JTIT4"> Director -Manager -Options Trading Services</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="776589734JSTD4"> May 1992</span> <span> to </span> <span class="jobdates" format="%b %Y" id="776589734EDDT4"> Oct 2007</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="776589734COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="776589734JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="776589734JSTA4" itemprop="addressRegion"> </span> </span> <span class="jobline" id="776589734JDES4" itemprop="description"> <ul> <li> Managed trading floor staff and all trading floor procedures.</li> <li> Oversaw all facilities and maintenance of the entire options department.</li> <li> Developed and managed quarterly operating budgets for the entire San Francisco Trading Floor and Options department. </li> <li> Analyzed employment-related data and prepared required reports.</li> <li> Collected and analyzed data to evaluate operational issues and make process improvement recommendations.Communicated the duties, compensation, benefits and working conditions to all potential candidates.</li> <li> Defined strategy and business plans for entire SF-options trading floor.</li> <li> Rolled out new front end proprietary software for all trading firms.</li> <li> Traded customer orders in a fast paced open-out-cry environment.</li> <li> Oversaw scheduling for the day-to-day activities of assigned trading pit.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC776589736" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC776589736"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_776589736_1_503681881" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="776589736DGRE1" itemprop="name"> Associate of Arts</span> <span> , </span> <span class="programline" id="776589736STUY1"> History</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="776589736SCHO1" itemprop="name"> Diablo Valley College</span> <span> - </span> <span class="joblocation jobcity" id="776589736SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="776589736SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="776589736SCNT1"> USA</span> </span> <span class="field" id="776589736FRFM1"> Pursued BA in Finance </span> </div> </div> <div class="paragraph" id="PARAGRAPH_776589736_2_539507215" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="776589736DGRE2" itemprop="name"> </span> <span class="programline" id="776589736STUY2"> Economics / Spanish</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="776589736SCHO2" itemprop="name"> Los Medanos Collage</span> <span> - </span> <span class="joblocation jobcity" id="776589736SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="776589736SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="776589736SCNT2"> USA</span> </span> <span class="field" id="776589736FRFM2"> </span> </div> </div> </div> <div class="section" id="SECTION_LANG776589737" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_LANG776589737"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_776589737_1_503681882" style="padding-top:0px;"> <div class="field singlecolumn" id="776589737FRFM1"> <span class=""> Spanish- Fluent reading/writing/professional level</span> </div> </div> </div> <div class="section" id="SECTION_CERT776589738" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_CERT776589738"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_776589738_1_503681883" style="padding-top:0px;"> <div class="field singlecolumn" id="776589738FRFM1"> <div> Certified Trading Floor Broker Certificate - NYSE-REG</div> <div> MBCI ( Member Business Continuity Institute) 2009-2015</div> <div> Computer Information Systems Certificate-Project Management-DVC</div> <div> Spanish Foreign Language Certificate-LMC</div> <div> Published Regulatory Bulletins for NYSE-Arca Equities- 2010-2013 SEC (Rules 6.00-6.47(e)</div> </div> </div> </div> <div class="section" id="SECTION_SKLL776589739" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL776589739"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_776589739_1_503681884" style="padding-top:0px;"> <div class="field singlecolumn" id="776589739FRFM1"> <div> Benefits, budgets, business planning, monthly, quarterly billing, flow charts, conflict resolution, database, documentation, hiring, HR generalist, inventory control, legal research, Microsoft Office, SQL, operations management. </div> <div> <br/> </div> </div> </div> </div> </div> | FINANCE |
84,373,843 | SENIOR FINANCE ASSISTANT Summary To obtain a position where I can be an asset to the company, along with development of new skills. Highlights 4 years experience with Query, Access, Excel, Control D, Lotus Notes, Oracle, Peoplesoft, Billing online system Thrives under pressure Excellent time management skills Analytical Customer-oriented Basic understanding of Quicken Computer proficient Critical thinking Financial statement analysis Accomplishments Assisted in the centralization of accounting to the Bloomington-Normal corporate office. When multiple co-workers were out of the office I covered all of the PZ01 forms that came into the mail box processing over 99% of them and keeping the team from falling behind on them for that day receiving an "On the Spot" award for my accomplishment. I hold the record for the most Premium Fund Account reviews to be done in 1 day on my team completing 16 reviews in 1 day while still maintaining a quality score of 97%. Came up with multiple ideas to make processes on our team more efficient for example sometimes we would get questions about what review materials we have received and what we still need from agents and we would have to go pull the file and locate it in the file room every time but instead I suggested we all get read only access to the tool we use to check in materials to be able to see on demand what they are missing and what we still need so no longer did we need to go track down files to complete this task. Experience 07/2012 to 06/2016 Senior Finance Assistant Company Name - City , State I worked on two different teams during my employment at State Farm, one was Suspense and the other was Premium Fund Account Review. Suspense: (2012-2014) Processed credit card refunds. Processed PZ01 forms that would be requested mainly from the fire division to change policy information. Worked Control D listings to clear items that didn't match off via journal entries in Oracle. Worked Agent returns where retired or working agents owed State Farm money and we had to set up payment plans or collect on that money and then clear the listing. Worked employee returns where employees would write bad checks at company stores or mail rooms for stamps or postage and we would have to contact those employees and collect from them. Took phone calls and provided remarkable customer service to everyone that called in with a question and went out of my way to try to provide an answer to each caller even if it wasn't in my expertise I would try to get them to someone directly to get there question answered instead of just transferring them along as I try my best to make every call remarkable. Had to complete "FARs" (Financial account reconciliations) on a monthly basis to make sure all the accounts you were responsible for balanced out at the end of every month via lotus notes program. Premium Fund Account Review: (2014-2016) Worked material check in where you would need to collect mail as well as faxes and check in the materials received from agents into the system and then file there folders to be reviewed. Processed agent premium fund account reviews on a daily basis for compliance problems and making sure everything they did in the office was done correctly and timely. Analyzed bank statements, quicken bank registers and reconciliations as well as manual copies, reviewed history of altered money reports and deposit to activity ratios to make sure everything matched up and that there was no money missing. Made sure nobody was stealing in the agent offices and if there were any discrepancies informed the agent about them. Assisted agents in finding or fixing reconciliation errors or balancing issues. Took phone calls on a daily basis providing remarkable customer service. 07/2011 to 07/2012 Associate in Financial Shared Services for State Farm Company Name - City , State Got placed on the Suspense Team processing emails and completing credit card refunds for customers throughout the united states for all agents when they needed a refund and sent through a refund request form. ? 05/2007 to 07/2011 Laborer/Book Keeper/Apprentice Company Name - City , State Schedule installs for customers. Assist plumber in installing product. Clean & restock the work vans regularly. Do the accounts receivable and payable in the office. Finish invoices and mail them out to customers. 05/2006 to 08/2006 Laborer/Yard Worker Company Name - City , State Anything asked of me by the Yard Supervisor. Running heavy machinery/implements to complete certain tasks. Random labor intensive tasks such as shoveling/raking/digging. 05/2004 to 08/2007 Floor Installer Company Name - City , State Clean and load truck with product. Remove old product from the floor. Install new product on to the floor. Be as clean, organized, and courteous as can be on each and every job. Education 2009 High School Diploma Bloomington High School - City , State 2010 General Studies Heartland Community College - City , State ?1 Year of college completed Fundamentals of Accounting Course completed through State Farm Skills - Fast Learner - Organizational Skills - Very efficient minded - Problem Solver - Fast Learner - Very Adaptable - Team Oriented | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME793486517" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_793486517_1_514971712" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field fName" id="793486517FNAM1"> </span> <span> </span> <span class="field" id="793486517LNAM1"> SENIOR FINANCE ASSISTANT</span> </div> </div> </div> <div class="section" id="SECTION_SUMM793486521" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM793486521"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_793486521_1_514971721" style="padding-top:0px;"> <div class="field singlecolumn noPind" id="793486521FRFM1"> To obtain a position where I can be an asset to the company, along with development of new skills.</div> </div> </div> <div class="section" id="SECTION_HILT793486522" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT793486522"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_793486522_1_514971722" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="793486522SKC11"> <ul> <li> 4 years experience with Query, Access, Excel, Control D, Lotus Notes, Oracle, Peoplesoft, Billing online system<br/> </li> <li> <span class=""> Thrives under pressure </span> </li> <li> <span class=""> <span class=""> Excellent time management skills </span> </span> </li> <li> <span class=""> <span class=""> <span class=""> Analytical </span> </span> </span> </li> </ul> <div> </div> <div> </div> </td> <td class="field twocol_2" id="793486522SKC21"> <ul> <li class=""> Customer-oriented</li> <li class=""> Basic understanding of Quicken</li> <li class=""> <span class=""> Computer proficient</span> </li> <li class=""> <span class=""> <span class=""> Critical thinking</span> </span> </li> <li class=""> <span class=""> <span class=""> <span class=""> Financial statement analysis </span> </span> </span> </li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM793487122" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM793487122"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_793487122_1_514978493" style="padding-top:0px;"> <div class="field singlecolumn" id="793487122FRFM1"> <div> Assisted in the centralization of accounting to the Bloomington-Normal corporate office. </div> <div> </div> <div> When multiple co-workers were out of the office I covered all of the PZ01 forms that came into the mail box processing over 99% of them and keeping the team from falling behind on them for that day receiving an "On the Spot" award for my accomplishment. </div> <div> </div> <div> I hold the record for the most Premium Fund Account reviews to be done in 1 day on my team completing 16 reviews in 1 day while still maintaining a quality score of 97%. </div> <div> </div> <div> Came up with multiple ideas to make processes on our team more efficient for example sometimes we would get questions about what review materials we have received and what we still need from agents and we would have to go pull the file and locate it in the file room every time but instead I suggested we all get read only access to the tool we use to check in materials to be able to see on demand what they are missing and what we still need so no longer did we need to go track down files to complete this task. <br/> </div> </div> </div> </div> <div class="section" id="SECTION_EXPR793486519" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR793486519"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_793486519_1_514999892" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="793486519JSTD1"> 07/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="793486519EDDT1"> 06/2016</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="793486519JTIT1"> Senior Finance Assistant</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="793486519COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="793486519JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="793486519JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="793486519JDES1" itemprop="description"> <div> I worked on two different teams during my employment at State Farm, one was Suspense and the other was Premium Fund Account Review.</div> <div> </div> <div> <strong> <span style="text-decoration: underline;"> Suspense: (2012-2014)<br/> </span> </strong> </div> <ul> <li> Processed credit card refunds.</li> <li> Processed PZ01 forms that would be requested mainly from the fire division to change policy information.</li> <li> Worked Control D listings to clear items that didn't match off via journal entries in Oracle. </li> <li> Worked Agent returns where retired or working agents owed State Farm money and we had to set up payment plans or collect on that money and then clear the listing. </li> <li> Worked employee returns where employees would write bad checks at company stores or mail rooms for stamps or postage and we would have to contact those employees and collect from them. </li> <li> Took phone calls and provided remarkable customer service to everyone that called in with a question and went out of my way to try to provide an answer to each caller even if it wasn't in my expertise I would try to get them to someone directly to get there question answered instead of just transferring them along as I try my best to make every call remarkable. </li> <li> Had to complete "FARs" (Financial account reconciliations) on a monthly basis to make sure all the accounts you were responsible for balanced out at the end of every month via lotus notes program.<br/> </li> </ul> <div> <strong> <span style="text-decoration: underline;"> Premium Fund Account Review: (2014-2016)</span> </strong> </div> <ul> <li> Worked material check in where you would need to collect mail as well as faxes and check in the materials received from agents into the system and then file there folders to be reviewed. </li> <li> Processed agent premium fund account reviews on a daily basis for compliance problems and making sure everything they did in the office was done correctly and timely. </li> <li> Analyzed bank statements, quicken bank registers and reconciliations as well as manual copies, reviewed history of altered money reports and deposit to activity ratios to make sure everything matched up and that there was no money missing. </li> <li> Made sure nobody was stealing in the agent offices and if there were any discrepancies informed the agent about them. </li> <li> Assisted agents in finding or fixing reconciliation errors or balancing issues. </li> <li> Took phone calls on a daily basis providing remarkable customer service. <br/> </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_793486519_2_514971715" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="793486519JSTD2"> 07/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="793486519EDDT2"> 07/2012</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="793486519JTIT2"> Associate in Financial Shared Services for State Farm</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="793486519COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="793486519JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="793486519JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="793486519JDES2" itemprop="description"> <ul> <li> Got placed on the Suspense Team processing emails and completing credit card refunds for customers throughout the united states for all agents when they needed a refund and sent through a refund request form. <br/> </li> </ul> <div> ?</div> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_793486519_3_514971716" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="793486519JSTD3"> 05/2007</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="793486519EDDT3"> 07/2011</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="793486519JTIT3"> Laborer/Book Keeper/Apprentice</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="793486519COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="793486519JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="793486519JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="793486519JDES3" itemprop="description"> <ul> <li> Schedule installs for customers.</li> <li> Assist plumber in installing product.</li> <li> Clean & restock the work vans regularly.</li> <li> Do the accounts receivable and payable in the office.</li> <li> Finish invoices and mail them out to customers.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_793486519_4_514971717" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="793486519JSTD4"> 05/2006</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="793486519EDDT4"> 08/2006</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="793486519JTIT4"> Laborer/Yard Worker</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="793486519COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="793486519JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="793486519JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="793486519JDES4" itemprop="description"> <ul> <li> Anything asked of me by the Yard Supervisor.</li> <li> Running heavy machinery/implements to complete certain tasks.</li> <li> Random labor intensive tasks such as shoveling/raking/digging.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_793486519_5_514971718" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="793486519JSTD5"> 05/2004</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="793486519EDDT5"> 08/2007</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="793486519JTIT5"> Floor Installer</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="793486519COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="793486519JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="793486519JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="793486519JDES5" itemprop="description"> <ul> <li> Clean and load truck with product.</li> <li> Remove old product from the floor.</li> <li> Install new product on to the floor.</li> <li> Be as clean, organized, and courteous as can be on each and every job.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC793486520" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC793486520"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_793486520_1_514971719" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="793486520GRYR1"> 2009</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="793486520DGRE1" itemprop="name"> High School Diploma</span> <span class="programline" id="793486520STUY1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="793486520SCHO1" itemprop="name"> Bloomington High School</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="793486520SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="793486520SSTA1"> State</span> <span class="joblocation jobstate" id="793486520SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="793486520FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_793486520_2_514971720" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="793486520GRYR2"> 2010</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="793486520DGRE2" itemprop="name"> </span> <span class="programline" id="793486520STUY2"> General Studies</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="793486520SCHO2" itemprop="name"> Heartland Community College</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="793486520SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="793486520SSTA2"> State</span> <span class="joblocation jobstate" id="793486520SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="793486520FRFM2"> ?1 Year of college completed<br/> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_793486520_3_514980394" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="793486520GRYR3"> </span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="field" id="793486520FRFM3"> <strong> Fundamentals of Accounting Course completed through State Farm</strong> <br/> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL793486523" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL793486523"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_793486523_1_514971723" style="padding-top:0px;"> <div class="field singlecolumn" id="793486523FRFM1"> <div> - Fast Learner</div> <div> - Organizational Skills</div> <div> - Very efficient minded</div> <div> - Problem Solver</div> <div> - Fast Learner</div> <div> - Very Adaptable</div> <div> - Team Oriented<br/> </div> </div> </div> </div> </div> | FINANCE |
21,912,637 | CONTRACTS AND FINANCE OFFICER Professional Profile Contracts and Finance Officer Exceptional Payroll Administrator with a background in finance seeks to provide administrative, accounting and payroll support to an energetic human resources or finance department. Detail-oriented, efficient and organized Contract and Finance Officer with extensive background in community-based organizations seeks to bring strong work ethic and engaging interpersonal communication to a vibrant nonprofit company. Offer expertise in European Development Fund (EDF) Payment and Contract procedures, financial management and accounting procedures and a keen business sense that combine to deliver sustainable results in Project Management . Qualifications Financial Management Project Cycle Management Accounting Procedures Payment/Contract Procedures Budget Support EDF Procedures Productivity Improvement Quality Control Filing/Archiving/Documentation Administration Record-keeping Independent worker Time management Attention to detail Microsoft applications Programme Management Programme Estimates/Grant TOMPRO/TOMFED/TOMON Financial Accounting Software for EDF projects and programs Certificate in Filing, Archiving & Documentation Project Cycle Management Relevant Experience Transitioned bookkeeping function from external to in-house to increase efficiency and lower cost Simplified payroll processing procedure to increase department productivity by 20 %. Worked with human resources to develop streamlined way to track paid time off. Experience Contracts and Finance Officer 12/2008 to 08/2014 Company Name City Ensure accuracy and completeness of all payments, recovery and related financial dossiers at both the incoming and outgoing stage. Processing payment dossiers for efficient implementation of EDF Projects. Liaise with the European Commission Delegation (ECD) Projects and partners on all matters relating to the financial aspects of EDF resources including payments, recoveries and procedures. Maintain control cards and other financial and accounting records necessary for the management of EDF resources. Update guarantee records and bring up guarantee and action dates. Initiate and advise on project/programme closures and de-commitments. Check for correctness of all tenders, contracts, riders and programme estimates. Verify and validate all payment dossiers for compliance with EDF rules and regulations. Keep up-to-date EDF rules and regulations and disseminate to users. Participate in tender evaluation activities. Co-managed Support Project Draw up programme estimates and tender documents Prepare salary vouchers and circulate pay slips Maintain Assets Register Assist in organizing and coordinating seminars, workshops and EDF training for staff and partners Update Accounting software ( TOMFED, TOMON) National Authorising Office - Freetown, Sierra Leone. Reviewed, investigated and corrected errors and inconsistencies in financial entries, documents and reports. Determined proper handling of financial transactions and approved transactions within designated limits. Distributed expenditure, encumbrances, receipts and receivables according to schedules. Audited contracts, orders and vouchers. Prepared purchase orders and expense reports.Managed accounts payable for an organization of 30 personnel. Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrolls .Improved accuracy of payroll journal entries by developing and implementing a payroll reconciliation tool. Intern/Trainee - Finance 06/2007 to 12/2008 Company Name City Provided assistance and support on EDF Contractual, Procurement and Financial Management. Assisted with the preparation of tender documents and launching of tenders. Assisted with updating the provider database with all the rules and regulations applicable to the management of EDF. Assisted with the establishing a database on regional and local service providers. Prepared payment orders. Review and initiation of payment dossiers. Intern 09/2005 to 12/2005 Company Name Reviewed pay slips for accuracy. Prepared stock stack cards. Responsible for Inventory and Stock control. Assisted in Procurement procedures. Prepared and reviewed payment vouchers. Data entry, archiving and filing. Education Master of Business Administration (MBA) : Finance, Marketing, Operations Management , Economics and Business Law May 2014 University of Phoenix Online Campus City , State , United States of America BSc : Financial Services July 2005 Institute of Public Administration & Management (IPAM) University of Sierra Leone City , State , Sierra Leone Financial Services Affiliations Member of the Springs of Joy Advisory Committee Executive Member of the Welfare and Humanitarian Ministry, Public Relations Officer, New Life Ministries International Member of the Greeters Department, New Life Ministries International Member of the Women's Department, New Life Ministries International Member of the Eros and Commoners Club, Institute of Public Administration and Management- University of Sierra Leone Member of Saint Joseph's Secondary School Band - Drum Major Skills Accounting, Accounting software, Budget, Contractual Procedures, Data Entry, Database, Documentation, Filing, Financial Accounting, Financial Reporting, Financial Management, Grants, Inventory Control, Access, Excel, Office, Power Point, Publisher, Microsoft Word, Organizing, Procurement, Quality Control Stock, Control, Preparation of Tender Documents, Organize Workshops, Seminars and Trainings | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME654310272" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_654310272_1_425794678" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="654310272FNAM1"> </span> <span> </span> <span class="field lName" id="654310272LNAM1"> CONTRACTS AND FINANCE OFFICER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM654310274" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM654310274"> Professional Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_654310274_1_425794685" style="padding-top:0px;"> <div class="field singlecolumn" id="654310274FRFM1"> <p align="LEFT"> Contracts and Finance Officer</p> <br/> <p align="LEFT"> Exceptional Payroll Administrator with a background in finance seeks to provide administrative, accounting and payroll support to an energetic human resources or finance department.</p> <br/> <p align="LEFT"> Detail-oriented, efficient and organized Contract and Finance Officer with extensive background in community-based organizations seeks to bring strong work ethic and engaging interpersonal communication to a vibrant nonprofit company.</p> <br/> <br/> <br/> <p align="LEFT"> Offer expertise in European Development Fund (EDF) Payment and Contract procedures, financial management and accounting procedures and a keen business sense that combine to deliver sustainable results in Project Management .</p> <br/> <br/> </div> </div> </div> <div class="section" id="SECTION_HILT654310275" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT654310275"> Qualifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_654310275_1_425794687" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="654310275SKC11"> <ul> <li> Financial Management</li> <li> Project Cycle Management</li> <li> Accounting Procedures</li> <li> Payment/Contract Procedures</li> <li> Budget Support</li> <li> EDF Procedures</li> <li> Productivity Improvement</li> <li> Quality Control</li> <li> Filing/Archiving/Documentation</li> <li> Administration</li> <br/> </ul> </td> <td class="field twocol_2" id="654310275SKC21"> <ul> <li> Record-keeping</li> <li> Independent worker</li> <li> Time management</li> <li> Attention to detail</li> </ul> <p align="LEFT"> Microsoft applications</p> <p align="LEFT"> Programme Management</p> <p align="LEFT"> Programme Estimates/Grant</p> <p align="LEFT"> TOMPRO/TOMFED/TOMON Financial Accounting Software for EDF projects and programs</p> <p align="LEFT"> Certificate in Filing, Archiving & Documentation</p> <p align="LEFT"> Project Cycle Management<font> </font> </p> <p> </p> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM654311126" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM654311126"> Relevant Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_654311126_1_425801614" style="padding-top:0px;"> <div class="field singlecolumn" id="654311126FRFM1"> <p align="LEFT"> Transitioned bookkeeping function from external to in-house to increase efficiency and lower cost</p> <br/> <p align="LEFT"> Simplified payroll processing procedure to increase department productivity by 20 %.</p> <br/> <p align="LEFT"> Worked with human resources to develop streamlined way to track paid time off.</p> </div> </div> </div> <div class="section" id="SECTION_EXPR654310276" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR654310276"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_654310276_1_425794680" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="654310276JTIT1"> Contracts and Finance Officer</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="654310276JSTD1"> 12/2008</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="654310276EDDT1"> 08/2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="654310276COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="654310276JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="654310276JSTA1" itemprop="addressRegion"> </span> </span> </span> <span class="paddedline"> <span class="jobline" id="654310276JDES1" itemprop="description"> <ul> <li> Ensure accuracy and completeness of all payments, recovery and related financial dossiers at both the incoming and outgoing stage.</li> <li> Processing payment dossiers for efficient implementation of EDF Projects.</li> <li> Liaise with the European Commission Delegation (ECD) Projects and partners on all matters relating to the financial aspects of EDF resources including payments, recoveries and procedures.</li> <li> Maintain control cards and other financial and accounting records necessary for the management of EDF resources.</li> <li> Update guarantee records and bring up guarantee and action dates.</li> <li> Initiate and advise on project/programme closures and de-commitments.</li> <li> Check for correctness of all tenders, contracts, riders and programme estimates.</li> <li> Verify and validate all payment dossiers for compliance with EDF rules and regulations.</li> <li> Keep up-to-date EDF rules and regulations and disseminate to users.</li> <li> Participate in tender evaluation activities.</li> <li> Co-managed Support Project Draw up programme estimates and tender documents Prepare salary vouchers and circulate pay slips Maintain Assets Register Assist in organizing and coordinating seminars, workshops and EDF training for staff and partners Update Accounting software ( TOMFED, TOMON) National Authorising Office - Freetown, Sierra Leone.</li> </ul> <p align="LEFT"> Reviewed, investigated and corrected errors and inconsistencies in financial entries, documents and reports.</p> <br/> <p align="LEFT"> Determined proper handling of financial transactions and approved transactions within designated limits.</p> <br/> <p align="LEFT"> Distributed expenditure, encumbrances, receipts and receivables according to schedules.</p> <br/> <p align="LEFT"> Audited contracts, orders and vouchers.</p> <p align="LEFT"> Prepared purchase orders and expense reports.Managed accounts payable for an organization of 30 personnel.</p> <p align="LEFT"> Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrolls</p> <br/> <p align="LEFT"> .Improved accuracy of payroll journal entries by developing and implementing a payroll reconciliation tool.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_654310276_2_425794681" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="654310276JTIT2"> Intern/Trainee - Finance</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="654310276JSTD2"> 06/2007</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="654310276EDDT2"> 12/2008</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="654310276COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="654310276JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="654310276JSTA2" itemprop="addressRegion"> </span> </span> </span> <span class="paddedline"> <span class="jobline" id="654310276JDES2" itemprop="description"> <ul> <li> Provided assistance and support on EDF Contractual, Procurement and Financial Management.</li> <li> Assisted with the preparation of tender documents and launching of tenders.</li> <li> Assisted with updating the provider database with all the rules and regulations applicable to the management of EDF.</li> <li> Assisted with the establishing a database on regional and local service providers.</li> <li> Prepared payment orders.</li> <li> Review and initiation of payment dossiers.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_654310276_3_425794682" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="654310276JTIT3"> Intern</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="654310276JSTD3"> 09/2005</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="654310276EDDT3"> 12/2005</span> </span> </span> <span class="paddedline"> <span class="companyname" id="654310276COMP3" itemprop="name"> Company Name</span> </span> <span class="paddedline"> <span class="jobline" id="654310276JDES3" itemprop="description"> <ul> <li> Reviewed pay slips for accuracy.</li> <li> Prepared stock stack cards.</li> <li> Responsible for Inventory and Stock control.</li> <li> Assisted in Procurement procedures.</li> <li> Prepared and reviewed payment vouchers.</li> <li> Data entry, archiving and filing.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC654310277" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC654310277"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_654310277_1_425794683" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="654310277DGRE1" itemprop="name"> Master of Business Administration (MBA)</span> <span> : </span> <span class="programline" id="654310277STUY1"> Finance, Marketing, Operations Management , Economics and Business Law</span> <span class="datesWrapper"> <span class="jobdates" id="654310277GRYR1"> May 2014</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="654310277SCHO1" itemprop="name"> University of Phoenix Online Campus</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="654310277SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="654310277SSTA1"> State</span> <span> , </span> <span class="joblocation eduCountry" id="654310277SCNT1"> United States of America</span> </span> </span> <span class="paddedline"> <span class="field" id="654310277FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_654310277_2_425794684" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="654310277DGRE2" itemprop="name"> BSc</span> <span> : </span> <span class="programline" id="654310277STUY2"> Financial Services</span> <span class="datesWrapper"> <span class="jobdates" id="654310277GRYR2"> July 2005</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="654310277SCHO2" itemprop="name"> Institute of Public Administration & Management (IPAM) University of Sierra Leone</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="654310277SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="654310277SSTA2"> State</span> <span> , </span> <span class="joblocation eduCountry" id="654310277SCNT2"> Sierra Leone</span> </span> </span> <span class="paddedline"> <span class="field" id="654310277FRFM2"> <p align="LEFT"> Financial Services</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL654310278" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_AFIL654310278"> Affiliations</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_654310278_1_425794686" style="padding-top:0px;"> <div class="field singlecolumn" id="654310278FRFM1"> <p align="LEFT"> Member of the Springs of Joy Advisory Committee Executive Member of the Welfare and Humanitarian Ministry, Public Relations Officer, New Life Ministries International Member of the Greeters Department, New Life Ministries International Member of the Women's Department, New Life Ministries International Member of the Eros and Commoners Club, Institute of Public Administration and Management- University of Sierra Leone</p> <p align="LEFT"> Member of Saint Joseph's Secondary School Band - Drum Major </p> </div> </div> </div> <div class="section" id="SECTION_SKLL654310279" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL654310279"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_654310279_1_425794688" style="padding-top:0px;"> <div class="field singlecolumn" id="654310279FRFM1"> <ul> <li> Accounting, Accounting software, Budget, Contractual Procedures, Data Entry, Database, Documentation, Filing, Financial Accounting, Financial Reporting, Financial Management, Grants, Inventory Control, Access, Excel, Office, Power Point, Publisher, Microsoft Word, Organizing, Procurement, Quality Control Stock, Control, Preparation of Tender Documents, Organize Workshops, Seminars and Trainings</li> </ul> </div> </div> </div> </div> | FINANCE |
14,181,049 | DIRECTOR FINANCE AND FP&A Executive Profile I'm a senior finance leader who thrives when working closely with the executive team in removing obstacles to directing the company beyond targeted growth. Early in my career I learned the value of looking beyond how things are currently done in order to continually search for how we can do things better. Working in cooperation with senior leadership throughout the organization, my finance teams are built with this focus and the results are enhanced analytics and dynamic reporting tools. Skill Highlights * Leadership Forecasting Accounting Financial Analysis / Reporting Strategic Financial Planning Operations Management Data Development Process Improvement Functional Integration Budget Creation Tool / System Development Team Building / Management System Integrations Cost Control Mergers & Acquisitions Project Management Turnarounds/Restructurings International Hyperion Essbase * Hyperion Enterprise Hyperion Retrieve MS Access MS Excel MS PowerPoint MS Word FileMaker Minitab Storm WordPerfect 4D FAS 1000 Strategen AccPac BOSS Business Objects Daly & Wolcott Great Plain Dynamics Lawson MacPac OneGlobe Oracle * PeopleSoft QuickBooks SAP Magnitude TMS nSIMMS Monarch Razorsight Sage SQL Strategen Small business development Project management Leadership/communication skills Business operations organization Budgeting expertise Self-motivated Customer-oriented Professional Experience Director Finance and FP&A Company Name - City , State A.T. Cross has a 169 year tradition of crafting fine writing instruments, A private equity firm held $120M global company, I was brought on board by the prior CFO to create a dynamic finance function as the company transitioned through two acquisitions. Major Achievements: In my first three months at A.T. Cross I developed an enhanced global budget tool that delivered budget on time and at the product sku level utilizing advanced MS Access. Over my first nine months at A.T. Cross I mapped five independent ERP systems and improved the consolidation process from a five week to a five day close. Constrained by systems and with no capital investment required, I created robust modeling and reporting tool utilizing advanced MS Excel and MS Access skills allowing for detailed analysis at the transaction level that previously had not existed postponing a $7M capital expense over the next three years Prior to planned implementation of SalesForce, I am working closely with sales leadership to develop KPI reporting dashboard and lead tracking tool to drive revenue growth while saving $200K. Co-leading supply chain review initiative including evaluation and improvement of supply chain and working capital KPI. Creating modeling tools in co-led effort to review and improve product costing practices. Senior Finance Consultant Company Name - City , State Engaged with four companies over this period ranging from Granite City Electric a small, family-owned company to Staples, Sun Life Financial and Saint Gobain; I was brought in to hold interim senior finance roles and work closely with the executive teams through periods of transition. Major Achievements:. Even with robust ERP systems in place at Staples, the need to bridge various stand-alone systems was identified and I created an inventory database to track existing store assets while enabling real-time "what-if" analysis and cost planning related to proposed changes improving efficiency and predictive capabilities. With multiple global ERP systems in place at Saint Gobain, the executive team was looking for a dynamic and robust "one-stop", menu-driven reporting tool that I created utilizing Business Objects, advanced Excel and VBA increasing analytical capabilities and key metric analysis. Senior Finance Director Company Name - City , State A provider of tailored, high capacity communications services, A private equity firm held company bought by Lightower Fiber Networks in 2012 for $2B, I was brought in to develop and lead the finance team and work with the executive team through the acquisitions of Con Ed Solution's (2007) and by RCN Communications (2008). Major Achievements:. Balancing the push and pull between sales efforts and maintaining margins was the focus of the Request for Proposal (RfP) tracking and analysis tool I developed to manage the contract review and approval process. Integrating two processes performed using MS Excel and monitored individually, I created and linked a sales pricing database with a cost identification database to foster improved sales decisions by bringing finance, sales and technical operations together in a formalized review. Telecommunications expenses represent 40% of total operating expenses at Sidera. Ensuring the accurate tracking and timely payment of these customer impacting costs are crucial. I created a circuit inventory tracking database to facilitate accurate cost analysis and reporting which resulted in a zero network outage rate over the subsequent two year period with $100K of estimated annual savings in penalties and fees. Global Engagement & Mobility Solutions Manager Company Name - City , State Worldwide Director of Finance January 2005 to January 2006 Company Name - City , State a publicly traded global $3.5BM company providing management and technology consulting services to large companies and governmental institutions. I built and led finance function supporting deployment of more than 4,000 consulting resources across international borders to serve global clients, driving compliance with international immigration, income and social tax laws. Major Achievements:. Facing substantial fines, penalties and the possible discontinuation of operations I worked with external tax advisors, immigration providers, the International, Regional and Country Controllers, the Corporate Tax Department, Legal, the Payroll Department and my finance team to lead the process design behind the accounting related to 31 subsidiary countries. The result was a tracking database and accounting tool saving millions in fines, penalties and lost revenues. A publicly traded $1.3 billion global enterprise networking and security solutions with manufacturing plants in China and Mexico, Working closely with the Corporate Executive and Ireland manufacturing teams I led the accounting and finance operations for the Supply Chain Operations' six activity centers that served four 3Com regions. Director of Finance January 1997 to January 2005 Company Name - City , State A $1B comprehensive provider of wireless communications and software solutions to the healthcare, government, large enterprise and emergency response sectors, Originally hired as an Assistant Controller, I experienced substantial professional growth achieving three promotions culminating in overseeing the global finance team including accounting, financial reporting and analysis while working closely with the Executive management team. Major Achievements:. Working with the Engineering and Technical Operations teams I created lease and licensing database solutions in order to maintain FCC regulatory compliance saving the company $1.2M in penalties and fines. Through acquisition the company was operating 13 individual billing systems and the ability of senior management to make timely business decisions was hampered by a slow consolidation's process. With the focus on closing the books and producing standard reporting, meaningful analysis was an after-thought. In order to provide the leadership team with better tools I established a database solution mapping each individual billing system to my data warehouse with an export into Lawson that allowed for a timely and accurate close in less than five days. Education Master of Business Administration : Finance , 2016 University of Massachusetts - City , State Finance Bachelor of Science : Accounting Michigan State University - City , State Accounting Skills 3Com, 4D, Accounting, AccPac, Acquisitions, billing system, billing systems, Budget, Business Objects, closing, consulting, contract review, Controller, cost analysis, Cost Control, costing, clients, data warehouse, database, driving, equity, ERP, Essbase, Excel and VBA, Executive management, senior management, FileMaker, finance, Financial, Financial Planning, financial reporting, Financial Analysis / Reporting, focus, Forecasting, Functional, government, Hyperion, inventory, Lawson, Team Building, Leadership, Legal, regulatory compliance, Mergers, MS Access, MS Excel, MS PowerPoint, MS Word, Minitab, modeling, Monarch, Enterprise, network, networking, Networks, next, Operations Management, Oracle, Payroll, PeopleSoft, pricing, process design, processes, Process Improvement, improve product, producing, Project Management, Proposal, QuickBooks, real-time, reporting, RfP, Sage, sales, SAP, SQL, Strategic, Sun, Supply Chain, tax laws, Tax, Telecommunications, WordPerfect | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME629461505" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_629461505_1_409639123" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="629461505FNAM1"> </span> <span> </span> <span class="field" id="629461505LNAM1"> DIRECTOR FINANCE AND FP&A</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM629461508" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM629461508"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_629461508_1_409639133" style="padding-top:0px;"> <div class="field singlecolumn" id="629461508FRFM1"> I'm a senior finance leader who thrives when working closely with the executive team in removing obstacles to directing the company beyond targeted growth. Early in my career I learned the value of looking beyond how things are currently done in order to continually search for how we can do things better. Working in cooperation with senior leadership throughout the organization, my finance teams are built with this focus and the results are enhanced analytics and dynamic reporting tools.</div> </div> </div> <div class="section" id="SECTION_HILT629461510" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT629461510"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_629461510_1_409639134" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="629461510SKC11"> <ul> <li> * Leadership <font> Forecasting</font> </li> <br/> <li> Accounting</li> <li> Financial Analysis / Reporting </li> <li> Strategic Financial Planning Operations Management</li> <li> Data Development</li> <li> Process Improvement</li> <li> Functional Integration</li> <li> Budget Creation</li> <li> Tool / System Development</li> <li> Team Building / Management</li> <li> System Integrations</li> <li> Cost Control</li> <li> Mergers & Acquisitions</li> <li> Project Management</li> <li> Turnarounds/Restructurings</li> <li> International Hyperion Essbase * Hyperion Enterprise</li> <li> Hyperion Retrieve</li> <li> MS Access</li> <li> MS Excel</li> <li> MS PowerPoint</li> <li> MS Word</li> <li> FileMaker</li> <li> Minitab</li> <li> Storm</li> <li> WordPerfect</li> <li> 4D</li> <li> FAS 1000</li> <li> Strategen</li> <li> AccPac</li> <li> BOSS</li> <li> Business Objects</li> <li> Daly & Wolcott</li> <li> Great Plain Dynamics</li> <li> Lawson</li> <li> MacPac</li> <li> OneGlobe</li> <li> Oracle *</li> <li> PeopleSoft</li> <li> QuickBooks</li> <li> SAP</li> <li> Magnitude</li> <li> TMS</li> <li> nSIMMS</li> <li> Monarch</li> <li> Razorsight</li> <li> Sage</li> <li> SQL</li> <li> Strategen</li> <br/> </ul> </td> <td class="field twocol_2 charspace" id="629461510SKC21"> <p align="LEFT"> Small business development</p> <p align="LEFT"> Project management</p> <p align="LEFT"> Leadership/communication skills</p> <p align="LEFT"> Business operations organization</p> <p align="LEFT"> Budgeting expertise</p> <p align="LEFT"> Self-motivated</p> <p align="LEFT"> Customer-oriented</p> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR629461512" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR629461512"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_629461512_1_409639125" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="629461512JTIT1"> Director Finance and FP&A</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="629461512COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="629461512JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="629461512JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="629461512JDES1" itemprop="description"> <ul> <li> A.T.</li> <li> Cross has a 169 year tradition of crafting fine writing instruments, A private equity firm held $120M global company, I was brought on board by the prior CFO to create a dynamic finance function as the company transitioned through two acquisitions.</li> <li> Major Achievements: In my first three months at A.T.</li> <li> Cross I developed an enhanced global budget tool that delivered budget on time and at the product sku level utilizing advanced MS Access.</li> <li> Over my first nine months at A.T.</li> <li> Cross I mapped five independent ERP systems and improved the consolidation process from a five week to a five day close.</li> <li> Constrained by systems and with no capital investment required, I created robust modeling and reporting tool utilizing advanced MS Excel and MS Access skills allowing for detailed analysis at the transaction level that previously had not existed postponing a $7M capital expense over the next three years Prior to planned implementation of SalesForce, I am working closely with sales leadership to develop KPI reporting dashboard and lead tracking tool to drive revenue growth while saving $200K.</li> <li> Co-leading supply chain review initiative including evaluation and improvement of supply chain and working capital KPI.</li> <li> Creating modeling tools in co-led effort to review and improve product costing practices.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_629461512_2_409639126" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="629461512JTIT2"> Senior Finance Consultant</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="629461512COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="629461512JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="629461512JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="629461512JDES2" itemprop="description"> <ul> <li> Engaged with four companies over this period ranging from Granite City Electric a small, family-owned company to Staples, Sun Life Financial and Saint Gobain; I was brought in to hold interim senior finance roles and work closely with the executive teams through periods of transition.</li> <li> Major Achievements:.</li> <li> Even with robust ERP systems in place at Staples, the need to bridge various stand-alone systems was identified and I created an inventory database to track existing store assets while enabling real-time "what-if" analysis and cost planning related to proposed changes improving efficiency and predictive capabilities.</li> <li> With multiple global ERP systems in place at Saint Gobain, the executive team was looking for a dynamic and robust "one-stop", menu-driven reporting tool that I created utilizing Business Objects, advanced Excel and VBA increasing analytical capabilities and key metric analysis.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_629461512_3_409639127" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="629461512JTIT3"> Senior Finance Director</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="629461512COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="629461512JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="629461512JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="629461512JDES3" itemprop="description"> <ul> <li> A provider of tailored, high capacity communications services, A private equity firm held company bought by Lightower Fiber Networks in 2012 for $2B, I was brought in to develop and lead the finance team and work with the executive team through the acquisitions of Con Ed Solution's (2007) and by RCN Communications (2008).</li> <li> Major Achievements:.</li> <li> Balancing the push and pull between sales efforts and maintaining margins was the focus of the Request for Proposal (RfP) tracking and analysis tool I developed to manage the contract review and approval process.</li> <li> Integrating two processes performed using MS Excel and monitored individually, I created and linked a sales pricing database with a cost identification database to foster improved sales decisions by bringing finance, sales and technical operations together in a formalized review.</li> <li> Telecommunications expenses represent 40% of total operating expenses at Sidera.</li> <li> Ensuring the accurate tracking and timely payment of these customer impacting costs are crucial.</li> <li> I created a circuit inventory tracking database to facilitate accurate cost analysis and reporting which resulted in a zero network outage rate over the subsequent two year period with $100K of estimated annual savings in penalties and fees.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_629461512_4_409639128" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="629461512JTIT4"> Global Engagement & Mobility Solutions Manager</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="629461512COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="629461512JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="629461512JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="629461512JDES4" itemprop="description"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_629461512_5_409639129" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="629461512JTIT5"> Worldwide Director of Finance</span> <br/> <span> <span class="jobdates" format="%B %Y" id="629461512JSTD5"> January 2005</span> <span> to </span> <span class="jobdates" format="%B %Y" id="629461512EDDT5"> January 2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="629461512COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="629461512JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="629461512JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="629461512JDES5" itemprop="description"> <ul> <li> a publicly traded global $3.5BM company providing management and technology consulting services to large companies and governmental institutions.</li> <li> I built and led finance function supporting deployment of more than 4,000 consulting resources across international borders to serve global clients, driving compliance with international immigration, income and social tax laws.</li> <li> Major Achievements:.</li> <li> Facing substantial fines, penalties and the possible discontinuation of operations I worked with external tax advisors, immigration providers, the International, Regional and Country Controllers, the Corporate Tax Department, Legal, the Payroll Department and my finance team to lead the process design behind the accounting related to 31 subsidiary countries.</li> <li> The result was a tracking database and accounting tool saving millions in fines, penalties and lost revenues.</li> <li> A publicly traded $1.3 billion global enterprise networking and security solutions with manufacturing plants in China and Mexico, Working closely with the Corporate Executive and Ireland manufacturing teams I led the accounting and finance operations for the Supply Chain Operations' six activity centers that served four 3Com regions.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_629461512_6_409639130" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="629461512JTIT6"> Director of Finance</span> <br/> <span> <span class="jobdates" format="%B %Y" id="629461512JSTD6"> January 1997</span> <span> to </span> <span class="jobdates" format="%B %Y" id="629461512EDDT6"> January 2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="629461512COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="629461512JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="629461512JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="629461512JDES6" itemprop="description"> <ul> <li> A $1B comprehensive provider of wireless communications and software solutions to the healthcare, government, large enterprise and emergency response sectors, Originally hired as an Assistant Controller, I experienced substantial professional growth achieving three promotions culminating in overseeing the global finance team including accounting, financial reporting and analysis while working closely with the Executive management team.</li> <li> Major Achievements:.</li> <li> Working with the Engineering and Technical Operations teams I created lease and licensing database solutions in order to maintain FCC regulatory compliance saving the company $1.2M in penalties and fines.</li> <li> Through acquisition the company was operating 13 individual billing systems and the ability of senior management to make timely business decisions was hampered by a slow consolidation's process.</li> <li> With the focus on closing the books and producing standard reporting, meaningful analysis was an after-thought.</li> <li> In order to provide the leadership team with better tools I established a database solution mapping each individual billing system to my data warehouse with an export into Lawson that allowed for a timely and accurate close in less than five days.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC629461515" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC629461515"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_629461515_1_409639131" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="629461515DGRE1" itemprop="name"> Master of Business Administration</span> <span> : </span> <span class="programline" dependency="STUY" id="629461515STUY1"> Finance</span> <span> , </span> <span class="jobdates" id="629461515GRYR1"> 2016</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="629461515SCHO1" itemprop="name"> University of Massachusetts</span> <span> - </span> <span class="joblocation jobcity" id="629461515SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="629461515SSTA1"> State</span> <span class="joblocation jobstate" id="629461515SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="629461515FRFM1"> Finance</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_629461515_2_409639132" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="629461515DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" dependency="STUY" id="629461515STUY2"> Accounting</span> <span class="jobdates" id="629461515GRYR2"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="629461515SCHO2" itemprop="name"> Michigan State University</span> <span> - </span> <span class="joblocation jobcity" id="629461515SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="629461515SSTA2"> State</span> <span class="joblocation jobstate" id="629461515SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="629461515FRFM2"> Accounting</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL629461520" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL629461520"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_629461520_1_409639136" style="padding-top:0px;"> <div class="field singlecolumn" id="629461520FRFM1"> 3Com, 4D, Accounting, AccPac, Acquisitions, billing system, billing systems, Budget, Business Objects, closing, consulting, contract review, Controller, cost analysis, Cost Control, costing, clients, data warehouse, database, driving, equity, ERP, Essbase, Excel and VBA, Executive management, senior management, FileMaker, finance, Financial, Financial Planning, financial reporting, Financial Analysis / Reporting, focus, Forecasting, Functional, government, Hyperion, inventory, Lawson, Team Building, Leadership, Legal, regulatory compliance, Mergers, MS Access, MS Excel, MS PowerPoint, MS Word, Minitab, modeling, Monarch, Enterprise, network, networking, Networks, next, Operations Management, Oracle, Payroll, PeopleSoft, pricing, process design, processes, Process Improvement, improve product, producing, Project Management, Proposal, QuickBooks, real-time, reporting, RfP, Sage, sales, SAP, SQL, Strategic, Sun, Supply Chain, tax laws, Tax, Telecommunications, WordPerfect</div> </div> </div> </div> | FINANCE |
29,998,869 | DIRECTOR OF FINANCE Summary Seasoned Certified Management Accountant and financial leader with deep and broad health care industry experience in forecasting, financial planning and analysis, operations, reporting, and strategic planning Highlights CMA License #43352 Strategic and financial planning expert Experience Director of Finance 07/2002 to Current Company Name City , State Financial planning and analysis leadership and support for Consumer Service, Claims, Global Operations, Appeals and Grievances, Business Solutions Services, and Payment Integrity organizations with overall annual SG&A expense of approximately $825M and 14,000 FTE Financial oversight of onshore and offshore vendor relationships with an annual budget of approximately $120M Partnered with Operations Leadership to reduce operating expense by $40M in 2014 Serving as the finance lead on two operational excellence and optimization projects driving anticipated savings of $39M in 2015 Served as the finance lead on the consolidation of the Medicare and Retirement Customer Service organization, with an annual budget of $120M, into Benefit Operations Served as the finance lead on the creation of the Payment Integrity organization with an annual budget of approximately $28M and 170 FTE Served as the finance lead on the integration of an acquired service organization with a total annual budget of $3.5M and 90 FTE Served as the finance lead for the creation and expansion of the in-sourcing of Rx Pharmacy Customer Service calls in Benefit Operations Served as the finance lead on the merging of the Dental and Vision Customer Service and Claim functions into Benefit Operations, a $40M and 600 FTE consolidation Drove savings of approximately $100k within my team as a result of realized staffing efficiencies Manage a team of six financial analysts Director of Finance - UHC M&R 01/2006 to 01/2011 Company Name City , State Financial oversight for various Operations organizations across nine internal sites and seven vendor locations with an overall annual budget of approximately $175M Financial oversight of vendor relationships with an annual budget of approximately $45M Successfully reduced actual operating expense in the service centers by $24M as a result of increased efficiencies, capital benefits, and the elimination of unnecessary spend Participated as the Finance subject matter expert related to the integration of an acquired customer service organization with total annual budget of approximately $29M Served as the Finance functional lead on the consolidation of three customer service departments within the company, resulting in efficiencies of approximately $6M Financial oversight and cost benefit analysis responsibility for Capital Projects in excess of $5M annually Participated as a Finance subject matter expert related to the acquisition of new business totaling $20B Completed a comprehensive review of all staff within the service centers and identified available efficiencies, resulting in savings of approximately $60,000 annually Designed and implemented standardized, automated reporting capabilities resulting in savings of $70,000 annually Completed a cost benefit analysis demonstrating the implementation of IVR technology equated to $650,000 in annual savings Completed a cost benefit analysis demonstrating that outsourcing appropriate call volume equated to reducing cost $3.4M annually Completed a cost benefit analysis demonstrating that utilizing a service center site in a low cost area equated to reducing cost $2.0M annually Created and implemented long term forecasting and capacity planning models for the service centers which receive approximately 6,000,000 calls annually Managed a team of two analysts Manager - Operations Support and Planning 03/2004 to 01/2006 Company Name City , State Received a special, performance based mid-year merit increase Recognized as the top employee within the department, which consisted of 25 employees Led a team of 6 Senior Business Analysts Developed partnerships with other departments, including Finance, Training, Sales, and Account and Product Management to improve forecast accuracy to 97% Created and oversaw short and long term staffing models and capacity planning documents in the call center, all clinical operations, and all non-clinical support staff Completed presentations to the Executive Leadership Team around key call center metrics Led a project implementing advanced capacity planning software which resulted in optimized hiring of staff Partnered with IT and led a project to create a data warehouse for call and desktop data which led to enhanced and standardized reporting Created "Critical Thinking and Analysis" documents which are currently part of the standard training curriculum Designed and implemented Operational reporting for both intake agents and clinical case managers which led to improved performance and reduction in cost Completed all Executive Level Operational reporting Provided recommendations to Executive Leadership on staffing strategy, workload planning, future reporting capabilities, and future client locations and workload Determined the service center location for all new client implementation Tracked seating and real estate across 18 sites and projected future seating needs based on anticipated growth Assisted other business segments in determining staffing needs, improving forecasting accuracy, and report creation, design, implementation, and production Lead Business Analyst 07/2002 to 03/2004 Company Name City , State Received the performance based "Employee of the Quarter" and "Employee of the Year" awards Created and updated short and long term staffing models and capacity planning documents in the call center, all clinical operations, and all non-clinical support staff Created and maintained a short term scheduling tool used to build schedules within the call center to optimize business performance Participated on a project consolidating 12 call centers into two accounting for overall savings of $5M annually Built and completed all monthly Executive Reports Developed partnerships with other departments, including Finance, Training, Sales, and Account and Product Management to improve forecast accuracy to 97% Senior Business Analyst 02/2001 to 07/2002 Company Name City , State Senior Business Analyst 10/1999 to 02/2001 Company Name City , State Education AAS : Accounting Hennepin Technical Community College City , State MS : Economics Florida State University City , State BA : Economics Franklin and Marshall College City , State Interests Hennepin Technical Community College Accounting Advisory Board Member Skills Financial planning and analysis, budgeting, reporting, strategic planning, forecasting, operations | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME532341940" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_532341940_1_347659435" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="532341940FNAM1"> </span> <span> </span> <span class="field lName" id="532341940LNAM1"> DIRECTOR OF FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM532341942" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM532341942"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_532341942_1_347664951" style="
padding-top:0px;
"> <div class="field singlecolumn" id="532341942FRFM1"> <p align="LEFT"> Seasoned Certified Management Accountant and financial leader with deep and broad health care industry experience in forecasting, financial planning and analysis, operations, reporting, and strategic planning</p> </div> </div> </div> <div class="section" id="SECTION_HILT532341943" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT532341943"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_532341943_1_347665567" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="532341943SKC11"> <ul> <li> CMA License #43352</li> </ul> </td> <td class="field twocol_2" id="532341943SKC21"> <ul> <li> Strategic and financial planning expert</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR532341945" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR532341945"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_532341945_1_347659446" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="532341945JTIT1"> Director of Finance</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="532341945JSTD1"> 07/2002</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="532341945EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="532341945COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="532341945JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="532341945JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="532341945JDES1" itemprop="description"> <ul> <li> Financial planning and analysis leadership and support for Consumer Service, Claims, Global Operations, Appeals and Grievances, Business Solutions Services, and Payment Integrity organizations with overall annual SG&A expense of approximately $825M and 14,000 FTE </li> <li> Financial oversight of onshore and offshore vendor relationships with an annual budget of approximately $120M </li> <li> Partnered with Operations Leadership to reduce operating expense by $40M in 2014 </li> <li> Serving as the finance lead on two operational excellence and optimization projects driving anticipated savings of $39M in 2015</li> <li> Served as the finance lead on the consolidation of the Medicare and Retirement Customer Service organization, with an annual budget of $120M, into Benefit Operations </li> <li> Served as the finance lead on the creation of the Payment Integrity organization with an annual budget of approximately $28M and 170 FTE Served as the finance lead on the integration of an acquired service organization with a total annual budget of $3.5M and 90 FTE </li> <li> Served as the finance lead for the creation and expansion of the in-sourcing of Rx Pharmacy Customer Service calls in Benefit Operations </li> <li> Served as the finance lead on the merging of the Dental and Vision Customer Service and Claim functions into Benefit Operations, a $40M and 600 FTE consolidation </li> <li> Drove savings of approximately $100k within my team as a result of realized staffing efficiencies Manage a team of six financial analysts</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_532341945_2_347659448" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:5px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="532341945JTIT2"> Director of Finance - UHC M&R</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="532341945JSTD2"> 01/2006</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="532341945EDDT2"> 01/2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="532341945COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="532341945JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="532341945JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="532341945JDES2" itemprop="description"> <ul> <li> Financial oversight for various Operations organizations across nine internal sites and seven vendor locations with an overall annual budget of approximately $175M </li> <li> Financial oversight of vendor relationships with an annual budget of approximately $45M </li> <li> Successfully reduced actual operating expense in the service centers by $24M as a result of increased efficiencies, capital benefits, and the elimination of unnecessary spend</li> <li> Participated as the Finance subject matter expert related to the integration of an acquired customer service organization with total annual budget of approximately $29M </li> <li> Served as the Finance functional lead on the consolidation of three customer service departments within the company, resulting in efficiencies of approximately $6M </li> <li> Financial oversight and cost benefit analysis responsibility for Capital Projects in excess of $5M annually </li> <li> Participated as a Finance subject matter expert related to the acquisition of new business totaling $20B </li> <li> Completed a comprehensive review of all staff within the service centers and identified available efficiencies, resulting in savings of approximately $60,000 annually </li> <li> Designed and implemented standardized, automated reporting capabilities resulting in savings of $70,000 annually </li> <li> Completed a cost benefit analysis demonstrating the implementation of IVR technology equated to $650,000 in annual savings </li> <li> Completed a cost benefit analysis demonstrating that outsourcing appropriate call volume equated to reducing cost $3.4M annually</li> <li> Completed a cost benefit analysis demonstrating that utilizing a service center site in a low cost area equated to reducing cost $2.0M annually Created and implemented long term forecasting and capacity planning models for the service centers which receive approximately 6,000,000 calls annually</li> <li> Managed a team of two analysts</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_532341945_3_347659451" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:5px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="532341945JTIT3"> Manager - Operations Support and Planning</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="532341945JSTD3"> 03/2004</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="532341945EDDT3"> 01/2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="532341945COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="532341945JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="532341945JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="532341945JDES3" itemprop="description"> <ul> <li> Received a special, performance based mid-year merit increase</li> <li> Recognized as the top employee within the department, which consisted of 25 employees </li> <li> Led a team of 6 Senior Business Analysts </li> <li> Developed partnerships with other departments, including Finance, Training, Sales, and Account and Product Management to improve forecast accuracy to 97% </li> <li> Created and oversaw short and long term staffing models and capacity planning documents in the call center, all clinical operations, and all non-clinical support staff </li> <li> Completed presentations to the Executive Leadership Team around key call center metrics </li> <li> Led a project implementing advanced capacity planning software which resulted in optimized hiring of staff </li> <li> Partnered with IT and led a project to create a data warehouse for call and desktop data which led to enhanced and standardized reporting </li> <li> Created "Critical Thinking and Analysis" documents which are currently part of the standard training curriculum </li> <li> Designed and implemented Operational reporting for both intake agents and clinical case managers which led to improved performance and reduction in cost </li> <li> Completed all Executive Level Operational reporting </li> <li> Provided recommendations to Executive Leadership on staffing strategy, workload planning, future reporting capabilities, and future client locations and workload </li> <li> Determined the service center location for all new client implementation </li> <li> Tracked seating and real estate across 18 sites and projected future seating needs based on anticipated growth </li> <li> Assisted other business segments in determining staffing needs, improving forecasting accuracy, and report creation, design, implementation, and production</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_532341945_4_347659456" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:5px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="532341945JTIT4"> Lead Business Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="532341945JSTD4"> 07/2002</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="532341945EDDT4"> 03/2004</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="532341945COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="532341945JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="532341945JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="532341945JDES4" itemprop="description"> <ul> <li> Received the performance based "Employee of the Quarter" and "Employee of the Year" awards </li> <li> Created and updated short and long term staffing models and capacity planning documents in the call center, all clinical operations, and all non-clinical support staff </li> <li> Created and maintained a short term scheduling tool used to build schedules within the call center to optimize business performance</li> <li> Participated on a project consolidating 12 call centers into two accounting for overall savings of $5M annually </li> <li> Built and completed all monthly Executive Reports </li> <li> Developed partnerships with other departments, including Finance, Training, Sales, and Account and Product Management to improve forecast accuracy to 97%</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_532341945_5_347659457" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:10px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="532341945JTIT5"> Senior Business Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="532341945JSTD5"> 02/2001</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="532341945EDDT5"> 07/2002</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="532341945COMP5" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="532341945JCIT5" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="532341945JSTA5" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="532341945JDES5" itemprop="description"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_532341945_6_347659458" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:10px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="532341945JTIT6"> Senior Business Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="532341945JSTD6"> 10/1999</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="532341945EDDT6"> 02/2001</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="532341945COMP6" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="532341945JCIT6" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="532341945JSTA6" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="532341945JDES6" itemprop="description"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC532341946" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC532341946"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_532341946_1_347659461" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="532341946DGRE1" itemprop="name"> AAS</span> <span> : </span> <span class="programline" id="532341946STUY1"> Accounting</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="532341946SCHO1" itemprop="name"> Hennepin Technical Community College</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="532341946SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="532341946SSTA1"> State</span> <span class="joblocation eduCountry" id="532341946SCNT1"> </span> </span> </span> <span class="paddedline"> <span class="field" id="532341946FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_532341946_2_347659459" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="532341946DGRE2" itemprop="name"> MS</span> <span> : </span> <span class="programline" id="532341946STUY2"> Economics</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="532341946SCHO2" itemprop="name"> Florida State University</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="532341946SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="532341946SSTA2"> State</span> <span class="joblocation eduCountry" id="532341946SCNT2"> </span> </span> </span> <span class="paddedline"> <span class="field" id="532341946FRFM2"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_532341946_3_347659460" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="532341946DGRE3" itemprop="name"> BA</span> <span> : </span> <span class="programline" id="532341946STUY3"> Economics</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="532341946SCHO3" itemprop="name"> Franklin and Marshall College</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="532341946SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="532341946SSTA3"> State</span> <span class="joblocation eduCountry" id="532341946SCNT3"> </span> </span> </span> <span class="paddedline"> <span class="field" id="532341946FRFM3"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_INTR532341957" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_INTR532341957"> Interests</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_532341957_1_347659463" style="
padding-top:0px;
"> <div class="field singlecolumn" id="532341957FRFM1"> Hennepin Technical Community College Accounting Advisory Board Member</div> </div> </div> <div class="section" id="SECTION_SKLL532341958" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL532341958"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_532341958_1_347659464" style="
padding-top:0px;
"> <div class="field singlecolumn" id="532341958FRFM1"> <p align="LEFT"> Financial planning and analysis, budgeting, reporting, strategic planning, forecasting, operations</p> </div> </div> </div> </div> | FINANCE |
18,024,825 | PHD CANDIDATE IN FINANCE Summary Self driven and highly motivated with several years of experience in Quantitative Research including quantitative modeling, econometric analysis, statistical analysis, model development, large data analysis. My work, both in Finance and Engineering has been based on the development, application, and testing of quantitative models. Excellent analytical/critical thinking and problem solving skills. Strong written and oral communication. Highlights Proficient in R, SAS, SQL, C++, Fortran, VBA Advanced Modeling Skills Project Management Experience Critical Thinking Skills Complex Problem Solving Skills Superior Research Skills Excellent Written and Oral Communication Self-motivated Professional Experience PhD Candidate in Finance 08/2010 to Current Company Name City , State Conduct research in Finance, specifically asset pricing and econometric modeling. Current work includes: 1) Do tax revenues Reduce Agency Costs and Increase Hospital Efficiency? Empirical Evidence from Washington State - conducted using Maximum Entropy Econometrics, 2) Return Distributions under GARCH Process with Sentiment Measures 3) Market Sentiment and its Effects on Stock Returns 4) A State-Space Model for Investor Sentiment and 5) Herding in Option Pricing Models – A State Space Approach. Visiting Instructor in Finance 09/2013 to 08/2014 Company Name City , State Taught MBA and Undergraduate Classes in Investments, Financial Markets and Institutions, Bank Financial Management, Introduction to Financial Management Visiting Asst. Professor in Finance 08/2008 to 06/2010 Company Name City , State Taught MBA and Undergraduate Classes in Financial Modeling, Strategic Business Problem Solving, Working Capital Management Research Assistant Professor 01/2001 to 02/2006 Company Name City , State Principal Investigator on projects for the development of mathematical models for life prediction of Nuclear Waste containers for the Yucca Mountain Nuclear Waste Repository (sponsored by DOE). Taught classes in engineering to graduate and undergraduate students. Research Scientist 10/1999 to 12/2000 Company Name City , State Worked on the development of mathematical models for life prediction of turbine engines blades for US Air Force fighter jets. Education Ph.D. : Materials Science and Engineering 6 1999 Georgia Institute of Technology (Georgia Tech) City , State , USA B. Tech. : Metallurgical Engineering 6 1992 IIT Bombay City , India Ph.D. : Finance 2015 University of Connecticut City , State , USA MBA : Finance 12 2007 Gonzaga University City , State , USA M.S. : Ceramic Engineering 12 1995 Georgia Institute of Technology (Georgia Tech) City , State , USA Sample Publications 1) Namjoshi Shantanu, McPherson Matthew Q, and Friesner Dan, Do tax revenues Reduce Agency Costs and Increase Hospital Efficiency? Empirical Evidence from Washington State, Global Business and Finance Review, Vol 17, Issue 2, Fall 2012, pp 137-160 2) S. A. Namjoshi and K. Hickman, The Impact of Morningstar Five-Star Ratings, Journal of the Academy of Finance, Summer 2010 3) Namjoshi Shantanu, Market Sentiment and its Effects on Stock Returns, 2nd International Conference on Emerging Trends in Finance & Accounting, August 9-10, 2013, SDM Institute for Management Development, Mysore, India. 4) Namjoshi Shantanu, Return Distributions under GARCH Process with Sentiment Measures, 2014 MBAA International Conference, Chicago IL, March 2014 5) Namjoshi Shantanu, A State-Space Model for Investor Sentiment, In Progress 6) Namjoshi Shantanu, Herding in Option Pricing Models – A State Space Approach, In Progress 7) K.S. Raja, S. A. Namjoshi, and M. Misra, Improved Corrosion Resistance of Ni-22Cr-13Mo-4W Alloy by Surface Nanocrystallization Materials Letters, 59 (2005) 570-574. 8) S. Mall, S.A. Namjoshi, and W.J. Porter, Effects of Microstructure on Fretting Fatigue Crack Initiation Behavior of Ti-6Al-4V, Materials Science and Engineering A 383 (2004) 334–340 9) Namjoshi S. & Mall S., Fretting behavior of Ti-6Al-4V under combined high cycle and low cycle fatigue loading, The International Journal of Fatigue 23 (2001) S455-S461. 10) Namjoshi S.A., Thadhani N.N., Modeling The Reaction Synthesis Of Shock-Densified Titanium-Silicon Powder Mixture Compacts, Metallurgical and Materials Transactions B, vol. 31B, no. 2, pp. 307-316B, Apr. 2000. 11) Royal T.E., Namjoshi S.A., Thadhani N.N., Mechanistic Processes Influencing Shock-Chemistry in Powder Mixtures of the Ti-Si, Ti-Al, and Ti-B Systems, Metallurgical and Materials Transactions A, vol. 27A, no. 7, pp. 1761-1771, July 1996 Accomplishments Academic Advisor: Graduated: 1 PhD. student (2005), 1 M.S. student (2004) Patents: - J. C. Lacombe, K. S. Raja, S. A. Namjoshi, M. Misra et al., “Methods for Fabrication of Porous Metal Templates and Growth of Carbon Nanotubes and Utilization Thereof,” US 20050276743 A1 - K. Paramguru, K. S. Raja, S. A. Namjoshi, M. Misra, “Method of Forming Nanoporous Surfaces and Coating Bioceramic on the Nanoporous Surfaces,” patent application pending, May 2004. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME523548637" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_523548637_1_341895381" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="523548637FNAM1"> </span> <span> </span> <span class="field lName" id="523548637LNAM1"> PHD CANDIDATE IN FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM523548639" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM523548639"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523548639_1_341898638" style="
padding-top:0px;
"> <div class="field singlecolumn" id="523548639FRFM1"> <p align="LEFT"> Self driven and highly motivated with several years of experience in Quantitative Research including quantitative modeling, econometric analysis, statistical analysis, model development, large data analysis. My work, both in Finance and Engineering has been based on the development, application, and testing of quantitative models. Excellent analytical/critical thinking and problem solving skills. Strong written and oral communication. </p> </div> </div> </div> <div class="section" id="SECTION_HILT523548640" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT523548640"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523548640_1_341895403" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="523548640SKC11"> <p align="LEFT"> Proficient in R, SAS, SQL, C++, Fortran, VBA </p> <p align="LEFT"> Advanced Modeling Skills</p> <p align="LEFT"> Project Management Experience</p> <p align="LEFT"> Critical Thinking Skills</p> <p align="LEFT"> Complex Problem Solving Skills</p> <p align="LEFT"> Superior Research Skills</p> <p align="LEFT"> Excellent Written and Oral Communication</p> <p align="LEFT"> Self-motivated Professional</p> </td> <td class="field twocol_2" id="523548640SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR523548641" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR523548641"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523548641_1_341895385" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523548641JTIT1"> PhD Candidate in Finance</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="523548641JSTD1"> 08/2010</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="523548641EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523548641COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="523548641JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="523548641JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="523548641JDES1" itemprop="description"> <p align="LEFT"> Conduct research in Finance, specifically asset pricing and econometric modeling. Current work includes: 1) Do tax revenues Reduce Agency Costs and Increase Hospital Efficiency? Empirical Evidence from Washington State - conducted using Maximum Entropy Econometrics, 2) Return Distributions under GARCH Process with Sentiment Measures 3) Market Sentiment and its Effects on Stock Returns 4) A State-Space Model for Investor Sentiment and 5) Herding in Option Pricing Models – A State Space Approach. </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523548641_2_341895383" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523548641JTIT2"> Visiting Instructor in Finance</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="523548641JSTD2"> 09/2013</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="523548641EDDT2"> 08/2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523548641COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="523548641JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="523548641JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="523548641JDES2" itemprop="description"> <p align="LEFT"> Taught MBA and Undergraduate Classes in Investments, Financial Markets and Institutions, Bank Financial Management, Introduction to Financial Management</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523548641_3_341895384" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523548641JTIT3"> Visiting Asst. Professor in Finance</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="523548641JSTD3"> 08/2008</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="523548641EDDT3"> 06/2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523548641COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="523548641JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="523548641JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="523548641JDES3" itemprop="description"> <p align="LEFT"> Taught MBA and Undergraduate Classes in Financial Modeling, Strategic Business Problem Solving, Working Capital Management</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523548641_4_341895387" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523548641JTIT4"> Research Assistant Professor</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="523548641JSTD4"> 01/2001</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="523548641EDDT4"> 02/2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523548641COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="523548641JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="523548641JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="523548641JDES4" itemprop="description"> <p align="LEFT"> Principal Investigator on projects for the development of mathematical models for life prediction of Nuclear Waste containers for the Yucca Mountain Nuclear Waste Repository (sponsored by DOE). Taught classes in engineering to graduate and undergraduate students. </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523548641_5_341895388" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523548641JTIT5"> Research Scientist</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="523548641JSTD5"> 10/1999</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="523548641EDDT5"> 12/2000</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523548641COMP5" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="523548641JCIT5" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="523548641JSTA5" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="523548641JDES5" itemprop="description"> <p align="LEFT"> Worked on the development of mathematical models for life prediction of turbine engines blades for US Air Force fighter jets. </p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC523548642" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC523548642"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523548642_1_341895397" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="523548642DGRE1" itemprop="name"> Ph.D.</span> <span> : </span> <span class="programline" id="523548642STUY1"> Materials Science and Engineering</span> <span class="datesWrapper"> <span class="jobdates" id="523548642GRYR1"> 6 1999</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="523548642SCHO1" itemprop="name"> Georgia Institute of Technology (Georgia Tech)</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="523548642SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="523548642SSTA1"> State</span> <span> , </span> <span class="joblocation eduCountry" id="523548642SCNT1"> USA</span> </span> </span> <span class="paddedline"> <span class="field" id="523548642FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523548642_2_341895399" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="523548642DGRE2" itemprop="name"> B. Tech.</span> <span> : </span> <span class="programline" id="523548642STUY2"> Metallurgical Engineering</span> <span class="datesWrapper"> <span class="jobdates" id="523548642GRYR2"> 6 1992</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="523548642SCHO2" itemprop="name"> IIT Bombay</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="523548642SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="523548642SSTA2"> </span> <span class="joblocation eduCountry" id="523548642SCNT2"> India</span> </span> </span> <span class="paddedline"> <span class="field" id="523548642FRFM2"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523548642_3_341895395" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="523548642DGRE3" itemprop="name"> Ph.D.</span> <span> : </span> <span class="programline" id="523548642STUY3"> Finance</span> <span class="datesWrapper"> <span class="jobdates" id="523548642GRYR3"> 2015</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="523548642SCHO3" itemprop="name"> University of Connecticut </span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="523548642SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="523548642SSTA3"> State</span> <span> , </span> <span class="joblocation eduCountry" id="523548642SCNT3"> USA</span> </span> </span> <span class="paddedline"> <span class="field" id="523548642FRFM3"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523548642_4_341895396" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="523548642DGRE4" itemprop="name"> MBA</span> <span> : </span> <span class="programline" id="523548642STUY4"> Finance</span> <span class="datesWrapper"> <span class="jobdates" id="523548642GRYR4"> 12 2007</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="523548642SCHO4" itemprop="name"> Gonzaga University</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="523548642SCIT4"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="523548642SSTA4"> State</span> <span> , </span> <span class="joblocation eduCountry" id="523548642SCNT4"> USA</span> </span> </span> <span class="paddedline"> <span class="field" id="523548642FRFM4"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523548642_5_341895398" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="523548642DGRE5" itemprop="name"> M.S.</span> <span> : </span> <span class="programline" id="523548642STUY5"> Ceramic Engineering</span> <span class="datesWrapper"> <span class="jobdates" id="523548642GRYR5"> 12 1995</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="523548642SCHO5" itemprop="name"> Georgia Institute of Technology (Georgia Tech)</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="523548642SCIT5"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="523548642SSTA5"> State</span> <span> , </span> <span class="joblocation eduCountry" id="523548642SCNT5"> USA</span> </span> </span> <span class="paddedline"> <span class="field" id="523548642FRFM5"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_PUBL523548648" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_PUBL523548648"> Sample Publications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523548648_1_341895402" style="
padding-top:0px;
"> <div class="field singlecolumn" id="523548648FRFM1"> <p align="LEFT"> 1) Namjoshi Shantanu, McPherson Matthew Q, and Friesner Dan, Do tax revenues Reduce Agency Costs and Increase Hospital Efficiency? Empirical Evidence from Washington State, Global Business and Finance Review, Vol 17, Issue 2, Fall 2012, pp 137-160</p> <p align="LEFT"> 2) S. A. Namjoshi and K. Hickman, The Impact of Morningstar Five-Star Ratings, Journal of the Academy of Finance, Summer 2010</p> <p align="LEFT"> 3) Namjoshi Shantanu, Market Sentiment and its Effects on Stock Returns, 2nd International Conference on Emerging Trends in Finance & Accounting, August 9-10, 2013, SDM Institute for Management Development, Mysore, India.</p> <p align="LEFT"> 4) Namjoshi Shantanu, Return Distributions under GARCH Process with Sentiment Measures, 2014 MBAA International Conference, Chicago IL, March 2014 </p> <p align="LEFT"> 5) Namjoshi Shantanu, A State-Space Model for Investor Sentiment, In Progress </p> <p align="LEFT"> 6) Namjoshi Shantanu, Herding in Option Pricing Models – A State Space Approach, In Progress </p> <p align="LEFT"> 7) K.S. Raja, S. A. Namjoshi, and M. Misra, Improved Corrosion Resistance of Ni-22Cr-13Mo-4W Alloy by Surface Nanocrystallization Materials Letters, 59 (2005) 570-574.</p> <p align="LEFT"> 8) S. Mall, S.A. Namjoshi, and W.J. Porter, Effects of Microstructure on Fretting Fatigue Crack Initiation Behavior of Ti-6Al-4V, Materials Science and Engineering A 383 (2004) 334–340 </p> <p align="LEFT"> 9) Namjoshi S. & Mall S., Fretting behavior of Ti-6Al-4V under combined high cycle and low cycle fatigue loading, The International Journal of Fatigue 23 (2001) S455-S461.</p> <p align="LEFT"> 10) Namjoshi S.A., Thadhani N.N., Modeling The Reaction Synthesis Of Shock-Densified Titanium-Silicon Powder Mixture Compacts, Metallurgical and Materials Transactions B, vol. 31B, no. 2, pp. 307-316B, Apr. 2000.</p> <p align="LEFT"> 11) Royal T.E., Namjoshi S.A., Thadhani N.N., Mechanistic Processes Influencing Shock-Chemistry in Powder Mixtures of the Ti-Si, Ti-Al, and Ti-B Systems, Metallurgical and Materials Transactions A, vol. 27A, no. 7, pp. 1761-1771, July 1996</p> </div> </div> </div> <div class="section" id="SECTION_SKLL523548649" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL523548649"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523548649_1_341895404" style="
padding-top:0px;
"> <div class="field singlecolumn" id="523548649FRFM1"> <p align="LEFT"> Academic Advisor: </p> <p align="LEFT"> Graduated: 1 PhD. student (2005), 1 M.S. student (2004)</p> <br/> <p align="LEFT"> Patents:</p> <p align="LEFT"> - J. C. Lacombe, K. S. Raja, S. A. Namjoshi, M. Misra et al., “Methods for Fabrication of Porous Metal Templates and Growth of Carbon Nanotubes and Utilization Thereof,” US 20050276743 A1</p> <p align="LEFT"> - K. Paramguru, K. S. Raja, S. A. Namjoshi, M. Misra, “Method of Forming Nanoporous Surfaces and Coating Bioceramic on the Nanoporous Surfaces,” patent application pending, May 2004.</p> </div> </div> </div> </div> | FINANCE |
28,973,180 | SALES / FINANCE MANAGER Summary Looking out for a position as administration assistance with a reputed firm where I could use my core competencies and knowledge for the mutual growth and benefit. A civil engineer / projects manager with more than 10 years of vast experience in management, planning, designing, bidding and implementation of civil construction projects of buildings, Roads, hydraulic structures, solid waste transfer stations, waste water treatment plants, concrete paving, security projects and etc.
Enthusiastic and hardworking professional with experience of travelling to project sites around the country including remote environments with limited communications or logistical support. Possess a great record of accomplishment of contributing to continued business improvement processes and meeting the projects objectives. Professionally committed to delivering high quality engineering and environmental services. Experience of working on infrastructure, utilities, and structural and highways projects.
3 years experience in administration, customer services, Auto finance and used cars selling with one of the best car dealership in Forest lane, Garland. Excellent experience of doing business with United Auto Credit, Westlake and Lobel. Highlights Operating Systems: Windows, Mac OS X
Software: Microsoft Office, AutoCAD, Photoshop, PDF professional, MS Outlook. Experience Sales / Finance Manager Sep 2011 to Sep 2014 Company Name - City , State Determining annual unit and gross-profit plans by implementing marketing strategies and analyzing trends and results. Establishing sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products. Implementing sales programs by developing field sales action plans. Maintaining sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors. Establishing and adjusting selling prices by monitoring car costs, competition, and supply and demand. Contributing to team efforts by accomplishing related results as needed. Manage the international sales. Collecting payments follow with customers, customer services. USACE/ CONTRACTOR (ALBASHIQ GROUP constructions and trading) MOSUL, NINEVEH, IRAQ. Projects Manager Sep 2005 to Sep 2011 Company Name http://www.albashiqbird.com. Estimating activities of project bids then performing the job perfectly depend on the bid and perfect specifications. Defining the projects objective and developing plans to accomplish the objectives. Work in order to define the specific objective of the projects. Including members of the project team in the plan development phase. Organizing function for involves identifying and securing necessary resources, determining tasks that must be completed, assigning the tasks, delegating authority, and motivating team members to work together on the project. Determining what tasks must be completed. Motivating members of the project team to work together in order to complete the goal. Tracking progress and comparing it with planned progress. Solve problems and get the project back on track. Responsible for guiding employees in achieving the goals and ambitions of the company. Ensuring that all processes and practices are working in a proper manner. Discussing with other members of the top management and devise any specific goals, which are to be accomplished within a certain time period. Overseeing all processes and pay minute attention to monthly or quarterly functioning of each individual practices. Doing well experience and efficiency for handling the operations of individual practices in a company. Training, guiding and assisting the newly hired process employees, regarding handling daily processes and employee performance. Conducting presentations to the higher management pertaining to business, marketing, and advertising strategies, and all other necessary aspects of the company processes. Communicating with clients and attracting new projects to the company for execution and finalization. Ensuring that every individual department is giving their best possible outputs, and recommending and devising any new policies that are likely to prove beneficial to the goodwill of the company. Conducting quarterly, semiannual and yearly general meetings for presenting the profits, gains and achievements of the company. AL-MAHER GROUP constructions and trading) MOSUL, NINEVEH, IRAQ. Projects Manager Nov 2002 to Aug 2005 http://www.almaher-iraq.com. Managing the tasks is performed to the fullest of the efficiency. Planning out an organizational structure to bring out ease and flow in the tasks. Suggesting new policies and modifications in order to reform the nature of work. Developing good relations with my colleagues and motivate them to do well by appreciating their good performances. Participating in meetings, discussions, projects site visits workshops and hearings. Preparing bids and proposals for the prospective clients to expand business operations. Provide full information to the accounts departments and auditors and assist them in case of difficulty. Determining the resources required for the purpose of production. Preparing status reports and presenting them to the higher managing authorities for scrutinizing. Delivering the performance with better success rates. Keeping in touch with the clients who have assigned the project to my company and make them aware of the status of the work finished. Leading my team and bring out the best in them. Responsible for developing a good dialog and communication with the team member for the success of the project. Estimating activities of project bids then perform the job perfectly depend on the bid and perfect specifications. Establishing easy communication between the employees and the higher authority. Solving problems for my team members. Team building, which is defined by success. Accomplishing project objectives and the outcome (success) of the projects. Site Engineer Jun 2000 to Oct 2002 Company Name - City Studying each project at the onset and draft an outline of items that may need attention. One of my first duties was studying the work plan submitted by the contactor and suggesting any modifications to the supervisor Engineer. Supervising the works on site in accordance with the contract requirements and using the template and procedure established by government. Supervising the works in accordance with the drawings, technical specifications and bills of quantities. Ensuring the correct implementation of the works according to technical specifications, to designs and quality of materials. Preparing list of materials for which the procedures for acceptance will be done. Preparing list of tests that may be required and following these tests to be carried out and approved. Checking and testing of completed works before a contractor covers them. Checking and ensuring that the site is arranged as per the site management plan and that all measures are taken for site safety and the safety of the third parties in the vicinity of the site. Ensuring that health and safety measures are adopted and followed to the full extent and prepare weekly report. Suggesting and instructing additional safety measures if needed. Studying and verifying quantities of works done and provide a report to contractor. Providing an assessment of any variation to contractor for approval. Assist in the preparation of provisional acceptance and snag list. Maintain a filing system for all site memos and instructions, measured quantities of work and materials on site, reports and other documents and correspondence pertaining to the construction activities. Coordinating the site meetings with the Contractor. Education Bachelor of Science , Civil Engineering 6 1997 Mosul University - City , Iraq Civil Engineering Both degrees already equivalent to US degrees. Master of Science , Civil Engineering 11 1999 Mosul University - City , Iraq Civil Engineering Languages Bilingual: English/ Arabic. Skills Photoshop, advertising, Arabic, AutoCAD, business operations, com, clients, customer services, dialog, Engineer, English, Estimating, filing, forecasting, government, gross-profit, http, instructing, international sales, Languages, Team building, Mac OS, Managing, marketing strategies, marketing, materials, meetings, Microsoft Office, MS Outlook, Windows, works, Operating Systems, Organizing, organizational, PDF, plan development, policies, presenting, presentations, processes, profit, progress, proposals, quality, safety, selling, sales, supervisor, Supervising, workshops | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME501198853" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_501198853_1_327075829" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field fName" id="501198853FNAM1"> </span> <span> </span> <span class="field" id="501198853LNAM1"> SALES / FINANCE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM501198855" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM501198855"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501198855_1_327075837" style="
padding-top:0px;
"> <div class="field singlecolumn" id="501198855FRFM1"> Looking out for a position as administration assistance with a reputed firm where I could use my core competencies and knowledge for the mutual growth and benefit. A civil engineer / projects manager with more than 10 years of vast experience in management, planning, designing, bidding and implementation of civil construction projects of buildings, Roads, hydraulic structures, solid waste transfer stations, waste water treatment plants, concrete paving, security projects and etc.
Enthusiastic and hardworking professional with experience of travelling to project sites around the country including remote environments with limited communications or logistical support. Possess a great record of accomplishment of contributing to continued business improvement processes and meeting the projects objectives. Professionally committed to delivering high quality engineering and environmental services. Experience of working on infrastructure, utilities, and structural and highways projects.
3 years experience in administration, customer services, Auto finance and used cars selling with one of the best car dealership in Forest lane, Garland. Excellent experience of doing business with United Auto Credit, Westlake and Lobel.</div> </div> </div> <div class="section" id="SECTION_HILT501198856" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT501198856"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501198856_1_327075839" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="501198856SKC11"> Operating Systems: Windows, Mac OS X
Software: Microsoft Office, AutoCAD, Photoshop, PDF professional, MS Outlook.</td> <td class="field twocol_2" id="501198856SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM501199316" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_EXPR501198857" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR501198857"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501198857_1_327075831" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501198857JTIT1"> Sales / Finance Manager</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="501198857JSTD1"> Sep 2011</span> <span> to </span> <span class="jobdates" format="%b %Y" id="501198857EDDT1"> Sep 2014</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501198857COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501198857JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="501198857JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="501198857JDES1" itemprop="description"> <ul> <li> Determining annual unit and gross-profit plans by implementing marketing strategies and analyzing trends and results.</li> <li> Establishing sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products.</li> <li> Implementing sales programs by developing field sales action plans.</li> <li> Maintaining sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors.</li> <li> Establishing and adjusting selling prices by monitoring car costs, competition, and supply and demand.</li> <li> Contributing to team efforts by accomplishing related results as needed.</li> <li> Manage the international sales.</li> <li> Collecting payments follow with customers, customer services.</li> <li> USACE/ CONTRACTOR (ALBASHIQ GROUP constructions and trading) MOSUL, NINEVEH, IRAQ.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501198857_2_327075832" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501198857JTIT2"> Projects Manager</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="501198857JSTD2"> Sep 2005</span> <span> to </span> <span class="jobdates" format="%b %Y" id="501198857EDDT2"> Sep 2011</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501198857COMP2" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="501198857JCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="501198857JSTA2" itemprop="addressRegion"> </span> </span> <span class="jobline" id="501198857JDES2" itemprop="description"> <ul> <li> http://www.albashiqbird.com.</li> <li> Estimating activities of project bids then performing the job perfectly depend on the bid and perfect specifications.</li> <li> Defining the projects objective and developing plans to accomplish the objectives.</li> <li> Work in order to define the specific objective of the projects.</li> <li> Including members of the project team in the plan development phase.</li> <li> Organizing function for involves identifying and securing necessary resources, determining tasks that must be completed, assigning the tasks, delegating authority, and motivating team members to work together on the project.</li> <li> Determining what tasks must be completed.</li> <li> Motivating members of the project team to work together in order to complete the goal.</li> <li> Tracking progress and comparing it with planned progress.</li> <li> Solve problems and get the project back on track.</li> <li> Responsible for guiding employees in achieving the goals and ambitions of the company.</li> <li> Ensuring that all processes and practices are working in a proper manner.</li> <li> Discussing with other members of the top management and devise any specific goals, which are to be accomplished within a certain time period.</li> <li> Overseeing all processes and pay minute attention to monthly or quarterly functioning of each individual practices.</li> <li> Doing well experience and efficiency for handling the operations of individual practices in a company.</li> <li> Training, guiding and assisting the newly hired process employees, regarding handling daily processes and employee performance.</li> <li> Conducting presentations to the higher management pertaining to business, marketing, and advertising strategies, and all other necessary aspects of the company processes.</li> <li> Communicating with clients and attracting new projects to the company for execution and finalization.</li> <li> Ensuring that every individual department is giving their best possible outputs, and recommending and devising any new policies that are likely to prove beneficial to the goodwill of the company.</li> <li> Conducting quarterly, semiannual and yearly general meetings for presenting the profits, gains and achievements of the company.</li> <li> AL-MAHER GROUP constructions and trading) MOSUL, NINEVEH, IRAQ.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501198857_3_327075833" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501198857JTIT3"> Projects Manager</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="501198857JSTD3"> Nov 2002</span> <span> to </span> <span class="jobdates" format="%b %Y" id="501198857EDDT3"> Aug 2005</span> <br/> </span> </span> <span class="jobline" id="501198857JDES3" itemprop="description"> <ul> <li> http://www.almaher-iraq.com.</li> <li> Managing the tasks is performed to the fullest of the efficiency.</li> <li> Planning out an organizational structure to bring out ease and flow in the tasks.</li> <li> Suggesting new policies and modifications in order to reform the nature of work.</li> <li> Developing good relations with my colleagues and motivate them to do well by appreciating their good performances.</li> <li> Participating in meetings, discussions, projects site visits workshops and hearings.</li> <li> Preparing bids and proposals for the prospective clients to expand business operations.</li> <li> Provide full information to the accounts departments and auditors and assist them in case of difficulty.</li> <li> Determining the resources required for the purpose of production.</li> <li> Preparing status reports and presenting them to the higher managing authorities for scrutinizing.</li> <li> Delivering the performance with better success rates.</li> <li> Keeping in touch with the clients who have assigned the project to my company and make them aware of the status of the work finished.</li> <li> Leading my team and bring out the best in them.</li> <li> Responsible for developing a good dialog and communication with the team member for the success of the project.</li> <li> Estimating activities of project bids then perform the job perfectly depend on the bid and perfect specifications.</li> <li> Establishing easy communication between the employees and the higher authority.</li> <li> Solving problems for my team members.</li> <li> Team building, which is defined by success.</li> <li> Accomplishing project objectives and the outcome (success) of the projects.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_501198857_4_327075834" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="501198857JTIT4"> Site Engineer</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="501198857JSTD4"> Jun 2000</span> <span> to </span> <span class="jobdates" format="%b %Y" id="501198857EDDT4"> Oct 2002</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="501198857COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="501198857JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="501198857JSTA4" itemprop="addressRegion"> </span> </span> <span class="jobline" id="501198857JDES4" itemprop="description"> <ul> <li> Studying each project at the onset and draft an outline of items that may need attention.</li> <li> One of my first duties was studying the work plan submitted by the contactor and suggesting any modifications to the supervisor Engineer.</li> <li> Supervising the works on site in accordance with the contract requirements and using the template and procedure established by government.</li> <li> Supervising the works in accordance with the drawings, technical specifications and bills of quantities.</li> <li> Ensuring the correct implementation of the works according to technical specifications, to designs and quality of materials.</li> <li> Preparing list of materials for which the procedures for acceptance will be done.</li> <li> Preparing list of tests that may be required and following these tests to be carried out and approved.</li> <li> Checking and testing of completed works before a contractor covers them.</li> <li> Checking and ensuring that the site is arranged as per the site management plan and that all measures are taken for site safety and the safety of the third parties in the vicinity of the site.</li> <li> Ensuring that health and safety measures are adopted and followed to the full extent and prepare weekly report.</li> <li> Suggesting and instructing additional safety measures if needed.</li> <li> Studying and verifying quantities of works done and provide a report to contractor.</li> <li> Providing an assessment of any variation to contractor for approval.</li> <li> Assist in the preparation of provisional acceptance and snag list.</li> <li> Maintain a filing system for all site memos and instructions, measured quantities of work and materials on site, reports and other documents and correspondence pertaining to the construction activities.</li> <li> Coordinating the site meetings with the Contractor.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC501198858" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC501198858"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501198858_1_327075836" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="501198858DGRE1" itemprop="name"> Bachelor of Science</span> <span> , </span> <span class="programline" id="501198858STUY1"> Civil Engineering</span> <span class="datesWrapper"> <span class="jobdates" id="501198858GRYR1"> 6 1997</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="501198858SCHO1" itemprop="name"> Mosul University</span> <span> - </span> <span class="joblocation jobcity" id="501198858SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="501198858SSTA1"> </span> <span class="joblocation jobstate" id="501198858SCNT1"> Iraq</span> </span> <span class="field" id="501198858FRFM1"> Civil Engineering Both degrees already equivalent to US degrees.</span> </div> </div> <div class="paragraph" id="PARAGRAPH_501198858_2_327075835" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="501198858DGRE2" itemprop="name"> Master of Science</span> <span> , </span> <span class="programline" id="501198858STUY2"> Civil Engineering</span> <span class="datesWrapper"> <span class="jobdates" id="501198858GRYR2"> 11 1999</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="501198858SCHO2" itemprop="name"> Mosul University</span> <span> - </span> <span class="joblocation jobcity" id="501198858SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="501198858SSTA2"> </span> <span class="joblocation jobstate" id="501198858SCNT2"> Iraq</span> </span> <span class="field" id="501198858FRFM2"> Civil Engineering</span> </div> </div> </div> <div class="section" id="SECTION_LANG501198860" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_LANG501198860"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501198860_1_327075838" style="
padding-top:0px;
"> <div class="field singlecolumn" id="501198860FRFM1"> Bilingual: English/ Arabic.</div> </div> </div> <div class="section" id="SECTION_SKLL501198861" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL501198861"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_501198861_1_327075840" style="
padding-top:0px;
"> <div class="field singlecolumn" id="501198861FRFM1"> Photoshop, advertising, Arabic, AutoCAD, business operations, com, clients, customer services, dialog, Engineer, English, Estimating, filing, forecasting, government, gross-profit, http, instructing, international sales, Languages, Team building, Mac OS, Managing, marketing strategies, marketing, materials, meetings, Microsoft Office, MS Outlook, Windows, works, Operating Systems, Organizing, organizational, PDF, plan development, policies, presenting, presentations, processes, profit, progress, proposals, quality, safety, selling, sales, supervisor, Supervising, workshops</div> </div> </div> </div> | FINANCE |
23,573,064 | PROGRAMME FINANCE ASSOCIATE Professional Summary Seeking a position where I can demonstrate my skills and contribute to an organization that offers professional growth. Being productive and add value to the organisation through my knowledge and previous experiences Overview Certified project manager with two years experience in managing projects according to PRINCE2 methodology. Civil engineering background. Two years experience in events organization (workshops, conferences and awareness campaigns). Highly motivated in team and individual tasks, hard working and productive worker under pressure. Practical experience of dealing with governmental and official entities. Outstanding communication skills with fluency in three languages. Good knowledge of international and development practices. Management and administrative professional. People oriented with strong leadership abilities. Excellent negotiation skills. Skills Work History 06/2012 to Current Programme Finance Associate Company Name – City , State Ensured administration and implementation of programme/operations strategies, adapts processes and procedures focusing on achievement of the following results: Full compliance with UN/UNDP rules and regulations and other relevant policies on financial recording/reporting system and follow-up on audit recommendations; Implementation of effective internal controls, proper functioning of a client-oriented financial resources management system. Provision of inputs for implementation of cost-saving and reduction strategies in consultation with the office management. Preparation of cost sharing, trust fund agreements, follow up on contributions within the CO resource mobilization efforts. Ensures proper tracking of donor reporting and ensure with program/projects concerned that reporting is on time. 2. Provided effective support to management of the CO programme, administration of budgets and functioning of the optimal cost-recovery system focusing on achievement of the following results: Presentation of information for formulation of country programme work plans, budgets, proposals on implementation arrangements and execution modalities. Entry of data of new grants into Atlas in the form of Annual Work Plans (AWPs), monitoring of their status. Provision of guidance to the executing agencies on routine implementation of projects, tracking use of financial resources. Accuracy verification of Combined Delivery Reports. Provision of information for the audit of NIM/DIM projects, tracks implementation of audit recommendations. Support the preparation of the Integrated Work Plan for the country office, under the supervision of the Deputy Country Director. Ensuring that the project tree is properly set up in Atlas, with projects linked to the correct outcomes Tracking of overall office indicators and delivery figures. Tracking and detailed reporting on mobilized resources. Ensure that GMS rates are properly charged to development projects. Provides in puts in the preparation of cost-recovery bills in Atlas for the services provided by, elaboration and implementation of the income tracking system and follow up on cost recovery. 3. Provided accounting and administrative support to the Programme Finance Unit focusing on achievement of the following results: Timely corrective actions on erroneous data in Atlas. Processing of GLJE's if required. Presentation of thoroughly researched information for planning of financial resources of The CO, reports containing analysis of the financial situation. 4. Ensured facilitation of knowledge building and knowledge sharing in the CO focusing on achievement of the following results: Systematic gaining and sharing of knowledge and experience related to programme management. Organization of training for the office staff on programme/operations related issues, including program/project related Atlas training. Synthesis of lessons learned and best practices in programme finance. Sound contributions to knowledge networks and communities of practice. 10/2008 to 05/2012 Programme Assistant Company Name Tasks and responsibilities 10/2007 to 03/2008 Teacher Company Name Teaching Italian Language as a foreign language. 01/1999 to 01/2002 Office manager and secretary Tasks and responsibilities:. Office management, organization and documentation. Overseeing financial duties, including payrolls, budgets and spending. Education 12 2008 BSc. Civil Engineering, Al-Fateh University, Tripoli - Libya (1997 - 2001) & University of Tripoli, Tripoli - Libya (2005 - 2006) Projects In Controlled Environments (PRINCE2) Foundation, UNDP training, Tripoli - December 2009 Enterprise Risk Management, UNDP training, Tripoli - January 2009 HIV & AID, UNDP training, Tripoli - January 2009 Ethics Train, UNDP training, Tripoli - December 2008 The Gender Journey: Thinking Outside the Box, UNDP training, Tripoli - January 2009 UN Programme On The Prevention Of Harassment, Sexual Harassment and Abuse Of Authority, UNDP training, Tripoli - January 2009 Basic and advanced security in the field, UNDP training, Tripoli : Skills accounting, administrative support, Arabic, Basic, BSc, budgeting, budgets, budget, consultation, client, Delivery, documentation, English, Finance, Financial, grants, interpretation, Italian, Languages, Director,MS Office, office, outlook, Enterprise, networks, Office management, policies, PRINCE2, processes, progress, project management, proposals, quality control, recording, recruitment, reporting, research, Risk Management, Sound, supervision, Teaching, translating, translation Additional Information Date of Birth: 5 November 1978
Marital status: Married
Nationality: Libyan | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME498572217" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_498572217_1_325296602"> <div class="name" itemprop="name"> <span class="field" id="498572217FNAM1"> </span> <span> </span> <span class="field" id="498572217LNAM1"> PROGRAMME FINANCE ASSOCIATE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM498572221" style="
padding-top:0px;
"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_SUMM498572221"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_498572221_1_325296609"> <div class="field singlecolumn" id="498572221FRFM1"> Seeking a position where I can demonstrate my skills and contribute to an organization that offers professional growth. Being productive and add value to the organisation through my knowledge and previous experiences Overview Certified project manager with two years experience in managing projects according to PRINCE2 methodology. Civil engineering background. Two years experience in events organization (workshops, conferences and awareness campaigns). Highly motivated in team and individual tasks, hard working and productive worker under pressure. Practical experience of dealing with governmental and official entities. Outstanding communication skills with fluency in three languages. Good knowledge of international and development practices. Management and administrative professional. People oriented with strong leadership abilities. Excellent negotiation skills. </div> </div> </div> <div class="section" id="SECTION_HILT498573898" style="
padding-top:0px;
"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_HILT498573898"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_498573898_1"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="498573898SKC11"> </td> <td class="field twocol_2" id="498573898SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR498572219" style="
padding-top:0px;
"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_EXPR498572219"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_498572219_1_325296604" itemscope="" itemtype="https://schema.org/Organization"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="498572219JSTD1"> 06/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="498572219EDDT1"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="498572219JTIT1"> Programme Finance Associate</span> <span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="498572219COMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="498572219JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="498572219JSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="498572219JDES1" itemprop="description"> <ul> <li> Ensured administration and implementation of programme/operations strategies, adapts processes and procedures focusing on achievement of the following results: Full compliance with UN/UNDP rules and regulations and other relevant policies on financial recording/reporting system and follow-up on audit recommendations; Implementation of effective internal controls, proper functioning of a client-oriented financial resources management system.</li> <li> Provision of inputs for implementation of cost-saving and reduction strategies in consultation with the office management.</li> <li> Preparation of cost sharing, trust fund agreements, follow up on contributions within the CO resource mobilization efforts.</li> <li> Ensures proper tracking of donor reporting and ensure with program/projects concerned that reporting is on time.</li> <li> 2.</li> <li> Provided effective support to management of the CO programme, administration of budgets and functioning of the optimal cost-recovery system focusing on achievement of the following results: Presentation of information for formulation of country programme work plans, budgets, proposals on implementation arrangements and execution modalities.</li> <li> Entry of data of new grants into Atlas in the form of Annual Work Plans (AWPs), monitoring of their status.</li> <li> Provision of guidance to the executing agencies on routine implementation of projects, tracking use of financial resources.</li> <li> Accuracy verification of Combined Delivery Reports.</li> <li> Provision of information for the audit of NIM/DIM projects, tracks implementation of audit recommendations.</li> <li> Support the preparation of the Integrated Work Plan for the country office, under the supervision of the Deputy Country Director.</li> <li> Ensuring that the project tree is properly set up in Atlas, with projects linked to the correct outcomes Tracking of overall office indicators and delivery figures.</li> <li> Tracking and detailed reporting on mobilized resources.</li> <li> Ensure that GMS rates are properly charged to development projects.</li> <li> Provides in puts in the preparation of cost-recovery bills in Atlas for the services provided by, elaboration and implementation of the income tracking system and follow up on cost recovery.</li> <li> 3.</li> <li> Provided accounting and administrative support to the Programme Finance Unit focusing on achievement of the following results: Timely corrective actions on erroneous data in Atlas.</li> <li> Processing of GLJE's if required.</li> <li> Presentation of thoroughly researched information for planning of financial resources of The CO, reports containing analysis of the financial situation.</li> <li> 4.</li> <li> Ensured facilitation of knowledge building and knowledge sharing in the CO focusing on achievement of the following results: Systematic gaining and sharing of knowledge and experience related to programme management.</li> <li> Organization of training for the office staff on programme/operations related issues, including program/project related Atlas training.</li> <li> Synthesis of lessons learned and best practices in programme finance.</li> <li> Sound contributions to knowledge networks and communities of practice.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_498572219_2_325296605" itemscope="" itemtype="https://schema.org/Organization"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="498572219JSTD2"> 10/2008</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="498572219EDDT2"> 05/2012</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="498572219JTIT2"> Programme Assistant</span> <span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="498572219COMP2" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="498572219JCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="498572219JSTA2" itemprop="addressRegion"> </span> <br/> </span> <span class="jobline" id="498572219JDES2" itemprop="description"> <ul> <li> Tasks and responsibilities</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_498572219_3_325296606" itemscope="" itemtype="https://schema.org/Organization"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="498572219JSTD3"> 10/2007</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="498572219EDDT3"> 03/2008</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="498572219JTIT3"> Teacher</span> <span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="498572219COMP3" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="498572219JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="498572219JSTA3" itemprop="addressRegion"> </span> <br/> </span> <span class="jobline" id="498572219JDES3" itemprop="description"> <ul> <li> Teaching Italian Language as a foreign language.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_498572219_4_325296607"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="498572219JSTD4"> 01/1999</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="498572219EDDT4"> 01/2002</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="498572219JTIT4"> Office manager and secretary</span> <span> </span> </span> <span class="jobline" id="498572219JDES4" itemprop="description"> <ul> <li> Tasks and responsibilities:.</li> <li> Office management, organization and documentation.</li> <li> Overseeing financial duties, including payrolls, budgets and spending.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC498572220" style="
padding-top:0px;
"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_EDUC498572220"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_498572220_1_325296608" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <span class="dates_wrapper"> <span class="jobdates" id="498572220GRYR1"> 12 2008</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="498572220DGRE1" itemprop="name"> BSc. Civil Engineering, Al-Fateh University, Tripoli - Libya (1997 - 2001) & University of Tripoli, Tripoli - Libya (2005 - 2006) Projects In Controlled Environments (PRINCE2) Foundation, UNDP training, Tripoli - December 2009 Enterprise Risk Management, UNDP training, Tripoli - January 2009 HIV & AID, UNDP training, Tripoli - January 2009 Ethics Train, UNDP training, Tripoli - December 2008 The Gender Journey: Thinking Outside the Box, UNDP training, Tripoli - January 2009 UN Programme On The Prevention Of Harassment, Sexual Harassment and Abuse Of Authority, UNDP training, Tripoli - January 2009 Basic and advanced security in the field, UNDP training, Tripoli </span> <span> : </span> <span class="programline" id="498572220STUY1"> </span> <br/> </span> <span class="field" id="498572220FRFM1"> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL498572225" style="
padding-top:0px;
"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_SKLL498572225"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_498572225_1_325296614"> <div class="field singlecolumn" id="498572225FRFM1"> accounting, administrative support, Arabic, Basic, BSc, budgeting, budgets, budget, consultation, client, Delivery, documentation, English, Finance, Financial, grants, interpretation, Italian, Languages, Director,MS Office, office, outlook, Enterprise, networks, Office management, policies, PRINCE2, processes, progress, project management, proposals, quality control, recording, recruitment, reporting, research, Risk Management, Sound, supervision, Teaching, translating, translation</div> </div> </div> <div class="section" id="SECTION_ADDI498572226" style="
padding-top:0px;
"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_ADDI498572226"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_498572226_1_325296615"> <div class="field singlecolumn" id="498572226FRFM1"> <ul> <li> Date of Birth: 5 November 1978
Marital status: Married
Nationality: Libyan</li> </ul> </div> </div> </div> </div> | FINANCE |
10,549,585 | FINANCE MANAGER/ OPERATIONS MANAGER Career Overview To obtain a full time position in Management Information Systems with emphasis on business analysis where I can demonstrate excellent leadership, business and team work skills to produce effective results. Qualifications Technical help desk experience Strong analytical skills Strong collaborative skills Document management Excellent problem solving skills Strong Communication Skills Customer needs assessment Requirements Analysis Requirements Gathering C++ Java CICS Windows Networks W-LAN Technical Support Switches, Bridges Software Development Life Cycle Systems Applications Systems Development Systems Implementation Systems Integration PC DOS Personal Computers Problem Analysis and Resolution Process Improvements Product Life Cycle Management Product Management Product Research Project Quality Control QA Quality and Productivity Improvement Technical Skills Skills Experience Total Years Last Used Accomplishments IT Training Successfully trained 25 employees to use new operating system. Network Security Planned, installed, maintained and optimized documentation of all LAN/WAN/VPN network hardware and software, security systems and communication links. Managed all clients network LAN/WAN hardware including routers, switches, load balancers and wireless networking equipment. Network Support Acted as first point of contact for all major technical issues, including power outages, system failures and disaster recovery. Oversaw infrastructure of three offices and acted as support for help-desk technicians and IT Department. Work Experience Finance Manager/ Operations Manager July 2004 to Current Company Name - City , State Oversees all aspects of the organization's quality or business improvement efforts, such as developing and administrating the program, training and coaching employees, and facilitating change throughout the organization. Responsible for establishing strategic plans, policies, and procedures at all levels so quality improvement efforts will meet or exceed internal and external customers' needs and expectations. Implemented a new sales-tracking POS system to replace a manual form writing process to increase efficiency. Provided employee training for POS system. Recruited, hired, trained, developed, and directed retail sales teams for two retail Wireless Nation dealer stores. Oversaw client relations, new account development, and customer service. Supervised administrative functions, inventory, cash flow, merchandising, and operations. Generated monthly and annual sales reports. Conducted ongoing staff development and personal growth planning for employees. Doubled annual sales by developing innovative and effective marketing programs. Created a team spirit within the stores that resulted in increased sales, long-term employees, and customer satisfaction. Achieved 150% of quota and grew number of customers by 200% within the first year as Sales Manager. Led sales calls with team members to establish sales and customer retention goals. Determined merchandise price schedules and discount rates. Monitored customer preferences to determine focus of sales efforts. Shared product knowledge with customers while making personal recommendations.Maintained friendly and professional customer interactions. Negotiated and closed contracts with Fortune 500 companies, including Sprint Wireless, T-mobile and AT&T. Computer Information Systems Specialist II September 1999 to July 2004 Company Name - City , State Administered the installation, configuration and continued maintenance of network equipment including servers, storage devices, routers, hubs, switches, and printers. Troubleshoots and resolves network connectivity and network related hardware/software problems. Processed an average of 20-30 inbound and outbound technical support calls. Reviews new hardware and software specifications and recommends products for procurement. Install, configure, and optimize network communication hardware and client software. Referred difficult issues to upper management while maintaining positive rapport with customer. Create users, assigns privileges, and provides ongoing user support. Researched issues on various computer systems and databases to resolve complaints and answer inquiries. Respond to connectivity related help desk requests. Maintained composure and patience in face of difficult customer situations. Runs backup and recovery operations. Provides support and assistance to staff. Resolved customer complaints and concerns with strong verbal and negotiation skills. Displayed courtesy and strong interpersonal skills with all customer interactions. Completes archiving of network data and completes appropriate documentation. Collaborates with teachers and coordinators to assess and evaluate educational software to project future needs. Built and maintained successful relationships with service providers, dealers and consumers. Education and Training Masterof Science : Information Systems , 2016 Bowie State University - City , State 4 .0 GPA Bachelor of Science : Information Systems , 2001 University of Maryland, University College - City , State Coursework in Software Engineering and Hardware Systems Coursework in Distributed Computing, Networks and Databases Skills administrative, backup, cash flow, coaching, hardware, client, client relations, customer satisfaction, customer service, documentation, help desk, hubs, inventory, marketing, merchandising, network, policies, POS, printers, procurement, quality, quality improvement, retail, retail sales, routers, sales, servers, staff development, strategic plans, switches, user support, employee training | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME515231318" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_515231318_1_336385768" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="515231318FNAM1"> </span> <span> </span> <span class="field" id="515231318LNAM1"> FINANCE MANAGER/ OPERATIONS MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM515231320" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM515231320"> Career Overview</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_515231320_1_336385775" style="
padding-top:0px;
"> <div class="field singlecolumn" id="515231320FRFM1"> <p align="LEFT"> To obtain a full time position in Management Information Systems with emphasis on business analysis where I can demonstrate excellent leadership, business and team work skills to produce effective results. </p> <br/> <br/> </div> </div> </div> <div class="section" id="SECTION_HILT515231321" style="
padding-top:10px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT515231321"> Qualifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_515231321_1_336391360" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="515231321SKC11"> <ul> <li> Technical help desk experience</li> <li> Strong analytical skills</li> <li> Strong collaborative skills</li> <li> Document management</li> <li> Excellent problem solving skills</li> <li> Strong Communication Skills</li> <li> Customer needs assessment</li> <li> Requirements Analysis</li> <li> Requirements Gathering</li> </ul> </td> <td class="field twocol_2 charspace" id="515231321SKC21"> <ul> <li> C++</li> <li> Java</li> <li> CICS</li> <li> Windows Networks</li> <li> W-LAN</li> <li> Technical Support</li> <li> Switches, Bridges</li> <li> Software Development Life Cycle </li> <li> Systems Applications</li> <li> Systems Development</li> <li> Systems Implementation</li> <li> Systems Integration</li> <li> PC DOS</li> <li> Personal Computers</li> <li> Problem Analysis and Resolution </li> <li> Process Improvements</li> <li> Product Life Cycle Management </li> <li> Product Management</li> <li> Product Research</li> <li> Project Quality Control</li> <li> QA </li> <li> Quality and Productivity Improvement</li> <br/> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_TSKL515231798" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_TSKL515231798"> Technical Skills</div> </div> <div class="field singlecolumn paragraphindent"> <div class="table_wrapper"> <table class="skills"> <tbody> <tr> <th class="skillname"> Skills</th> <th class="pad1"> </th> <th class="skillrating"> Experience</th> <th class="pad2"> </th> <th class="skillyears"> Total Years</th> <th class="pad3"> </th> <th class="skilllast"> Last Used</th> </tr> <tr class="paragraph firstparagraph" id="PARAGRAPH_515231798_1_336400763" style="
padding-top:0px;
"> <td class="skillname" id="515231798SKIL1"> </td> <td class="pad1"> </td> <td class="skillrating" id="515231798SKRT1"> </td> <td class="pad2"> </td> <td class="skillyears" id="515231798SKYR1"> </td> <td class="pad3"> </td> <td class="skilllast" id="515231798SLST1"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM515231799" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM515231799"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_515231799_1_336392177" style="
padding-top:0px;
"> <div class="field singlecolumn" id="515231799FRFM1"> <p align="LEFT"> <i> IT Training</i> </p> <ul> <li> Successfully trained 25 employees to use new operating system.</li> </ul> <p align="LEFT"> <i> Network Security</i> </p> <ul> <li> Planned, installed, maintained and optimized documentation of all LAN/WAN/VPN network hardware and software, security systems and communication links.</li> <li> Managed all clients network LAN/WAN hardware including routers, switches, load balancers and wireless networking equipment.</li> </ul> <p align="LEFT"> <i> Network Support</i> </p> <ul> <li> Acted as first point of contact for all major technical issues, including power outages, system failures and disaster recovery.</li> <li> Oversaw infrastructure of three offices and acted as support for help-desk technicians and IT Department. </li> </ul> <br/> </div> </div> </div> <div class="section" id="SECTION_EXPR515231322" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR515231322"> Work Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_515231322_1_336385770" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="515231322JTIT1"> Finance Manager/ Operations Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="515231322JSTD1"> July 2004</span> <span> to </span> <span class="jobdates" format="%B %Y" id="515231322EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="515231322COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="515231322JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="515231322JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="515231322JDES1" itemprop="description"> <ul> <li> Oversees all aspects of the organization's quality or business improvement efforts, such as developing and administrating the program, training and coaching employees, and facilitating change throughout the organization.</li> <li> Responsible for establishing strategic plans, policies, and procedures at all levels so quality improvement efforts will meet or exceed internal and external customers' needs and expectations.</li> <li> Implemented a new sales-tracking POS system to replace a manual form writing process to increase efficiency. Provided employee training for POS system.</li> <li> Recruited, hired, trained, developed, and directed retail sales teams for two retail Wireless Nation dealer stores.</li> <li> Oversaw client relations, new account development, and customer service.</li> <li> Supervised administrative functions, inventory, cash flow, merchandising, and operations. Generated monthly and annual sales reports.</li> <li> Conducted ongoing staff development and personal growth planning for employees.</li> <li> Doubled annual sales by developing innovative and effective marketing programs. Created a team spirit within the stores that resulted in increased sales, long-term employees, and customer satisfaction.</li> <li> Achieved 150% of quota and grew number of customers by 200% within the first year as Sales Manager.</li> <li> Led sales calls with team members to establish sales and customer retention goals. Determined merchandise price schedules and discount rates. Monitored customer preferences to determine focus of sales efforts.</li> <li> Shared product knowledge with customers while making personal recommendations.Maintained friendly and professional customer interactions.</li> <li> Negotiated and closed contracts with Fortune 500 companies, including Sprint Wireless, T-mobile and AT&T.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_515231322_2_336385771" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="515231322JTIT2"> Computer Information Systems Specialist II</span> <br/> <span> <span class="jobdates" format="%B %Y" id="515231322JSTD2"> September 1999</span> <span> to </span> <span class="jobdates" format="%B %Y" id="515231322EDDT2"> July 2004</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="515231322COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="515231322JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="515231322JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="515231322JDES2" itemprop="description"> <ul> <li> Administered the installation, configuration and continued maintenance of network equipment including servers, storage devices, routers, hubs, switches, and printers.</li> <li> Troubleshoots and resolves network connectivity and network related hardware/software problems. Processed an average of 20-30 inbound and outbound technical support calls.</li> <li> Reviews new hardware and software specifications and recommends products for procurement.</li> <li> Install, configure, and optimize network communication hardware and client software. Referred difficult issues to upper management while maintaining positive rapport with customer.</li> <li> Create users, assigns privileges, and provides ongoing user support. Researched issues on various computer systems and databases to resolve complaints and answer inquiries.</li> <li> Respond to connectivity related help desk requests. Maintained composure and patience in face of difficult customer situations.</li> <li> Runs backup and recovery operations.</li> <li> Provides support and assistance to staff. Resolved customer complaints and concerns with strong verbal and negotiation skills. Displayed courtesy and strong interpersonal skills with all customer interactions.</li> <li> Completes archiving of network data and completes appropriate documentation.</li> <li> Collaborates with teachers and coordinators to assess and evaluate educational software to project future needs. Built and maintained successful relationships with service providers, dealers and consumers.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC515231323" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC515231323"> Education and Training</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_515231323_1_336385772" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="515231323DGRE1" itemprop="name"> Masterof Science</span> <span> : </span> <span class="programline" dependency="STUY" id="515231323STUY1"> Information Systems </span> <span> , </span> <span class="jobdates" id="515231323GRYR1"> 2016</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="515231323SCHO1" itemprop="name"> Bowie State University</span> <span> - </span> <span class="joblocation jobcity" id="515231323SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="515231323SSTA1"> State</span> <span class="joblocation jobstate" id="515231323SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="515231323FRFM1"> <p align="LEFT"> 4<font color="#000000"> .0 GPA</font> </p> <p> </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_515231323_2_336385774" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="515231323DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" dependency="STUY" id="515231323STUY2"> Information Systems</span> <span> , </span> <span class="jobdates" id="515231323GRYR2"> 2001</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="515231323SCHO2" itemprop="name"> University of Maryland, University College</span> <span> - </span> <span class="joblocation jobcity" id="515231323SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="515231323SSTA2"> State</span> <span class="joblocation jobstate" id="515231323SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="515231323FRFM2"> <p align="LEFT"> Coursework in Software Engineering and Hardware Systems</p> <p align="LEFT"> Coursework in Distributed Computing, Networks and Databases</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL515231326" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL515231326"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_515231326_1_336385777" style="
padding-top:0px;
"> <div class="field singlecolumn" id="515231326FRFM1"> <p align="LEFT"> administrative, backup, cash flow, coaching, hardware, client, client relations, customer satisfaction, customer service, documentation, help desk, hubs, inventory, marketing, merchandising, network, policies, POS, printers, procurement, quality, quality improvement, retail, retail sales, routers, sales, servers, staff development, strategic plans, switches, user support, employee training</p> </div> </div> </div> </div> | FINANCE |
23,354,541 | DEALERSHIP FINANCE MANAGER Experience Dealership Finance Manager , 03/2011
to Current Company Name – City ,
State Oversaw credit department staff. Maintained ongoing communications with clients. Worked to resolve credit and financing issues. Identified new business prospects. Developed strategies with sales managers. Established credit and financing policies and procedures. Reviewed and approved loan applications in a timely manner. Dealership Finance Manager , 11/2006
to 03/2011 Company Name – City ,
State Processed credit and loan applications. Prepared and analyzed credit reports. Evaluated contracts and loan agreements. Maintained customer database. Dealership Finance Manager , 02/2003
to 11/2006 Company Name – City ,
State Reviewed credit and loan applications. Prepared monthly and quarterly financial reports. Negotiated financing and credit terms with customers. Ensured compliance with all applicable financial regulations. Education Associate's Degree : Accounting ,
2002 University of California - City ,
State Accounting Bachelor of Science : Finance ,
2005 University of California - City ,
State Finance Want more? Check out our other examples. See More Examples Summary Seasoned Dealership Finance Manager with a sound knowledge of the auto industry. Adept at evaluating credit requests
preparing and analyzing financial reports and preparing loan agreements. Specialize in quickly dealing with customer
credit and financing issues in a timely courteous manner.
Core Qualifications
· Extensive understanding of credit and financing issues
· Comprehensive knowledge of credit and loan evaluation procedures
· Sound understanding of generally accepted accounting principles
· Ability to motivate staff and increase productivity
· Proficient in the use of MS Office applications including Excel and MS Word
· Adept at preparing financial reports and statements and analysis reports
· Solid problem solving and communications skills Skills contracts, credit, clients, database, financing, financial, financial reports, policies, sales | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME938085961" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_938085961_1_617318876" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="938085961FNAM1"> </span> <span> </span> <span class="field" id="938085961LNAM1"> DEALERSHIP FINANCE MANAGER</span> </div> <div class="lowerborder"> </div> </div> </div> <div class="section" id="SECTION_EXPR938085964" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR938085964"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_938085964_1_617318888" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="938085964JTIT1"> Dealership Finance Manager</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="938085964JSTD1"> 03/2011</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="938085964EDDT1"> Current</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="938085964COMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="938085964JCIT1" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="938085964JSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="938085964JDES1" itemprop="description"> <ul> <li> Oversaw credit department staff.</li> <li> Maintained ongoing communications with clients.</li> <li> Worked to resolve credit and financing issues.</li> <li> Identified new business prospects.</li> <li> Developed strategies with sales managers.</li> <li> Established credit and financing policies and procedures.</li> <li> Reviewed and approved loan applications in a timely manner.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_938085964_2_617318886" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="938085964JTIT2"> Dealership Finance Manager</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="938085964JSTD2"> 11/2006</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="938085964EDDT2"> 03/2011</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="938085964COMP2" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="938085964JCIT2" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="938085964JSTA2" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="938085964JDES2" itemprop="description"> <ul> <li> Processed credit and loan applications.</li> <li> Prepared and analyzed credit reports.</li> <li> Evaluated contracts and loan agreements.</li> <li> Maintained customer database.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_938085964_3_617318884" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="938085964JTIT3"> Dealership Finance Manager</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="938085964JSTD3"> 02/2003</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="938085964EDDT3"> 11/2006</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="938085964COMP3" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="938085964JCIT3" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="938085964JSTA3" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="938085964JDES3" itemprop="description"> <ul> <li> Reviewed credit and loan applications.</li> <li> Prepared monthly and quarterly financial reports.</li> <li> Negotiated financing and credit terms with customers.</li> <li> Ensured compliance with all applicable financial regulations.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC938085972" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC938085972"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_938085972_1_617318890" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="938085972DGRE1" itemprop="name"> Associate's Degree</span> <span> : </span> <span class="programline" id="938085972STUY1"> Accounting</span> <span> ,
</span> <span class="jobdates" id="938085972GRYR1"> 2002</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="938085972SCHO1" itemprop="name"> University of California</span> <span> - </span> <span class="joblocation jobcity" id="938085972SCIT1"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="938085972SSTA1"> State</span> <br/> </span> <span class="field" id="938085972FRFM1"> Accounting</span> </div> </div> <div class="paragraph" id="PARAGRAPH_938085972_2_617318891" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="938085972DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="938085972STUY2"> Finance</span> <span> ,
</span> <span class="jobdates" id="938085972GRYR2"> 2005</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="938085972SCHO2" itemprop="name"> University of California</span> <span> - </span> <span class="joblocation jobcity" id="938085972SCIT2"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="938085972SSTA2"> State</span> <br/> </span> <span class="field" id="938085972FRFM2"> Finance Want more? Check out our other examples. See More Examples</span> </div> </div> </div> <div class="section" id="SECTION_SUMM938085973" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM938085973"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_938085973_1_617318893" style="padding-top:0px;"> <div class="field singlecolumn" id="938085973FRFM1"> Seasoned Dealership Finance Manager with a sound knowledge of the auto industry. Adept at evaluating credit requests
preparing and analyzing financial reports and preparing loan agreements. Specialize in quickly dealing with customer
credit and financing issues in a timely courteous manner.
Core Qualifications
· Extensive understanding of credit and financing issues
· Comprehensive knowledge of credit and loan evaluation procedures
· Sound understanding of generally accepted accounting principles
· Ability to motivate staff and increase productivity
· Proficient in the use of MS Office applications including Excel and MS Word
· Adept at preparing financial reports and statements and analysis reports
· Solid problem solving and communications skills</div> </div> </div> <div class="section" id="SECTION_SKLL938085974" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL938085974"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_938085974_1_617318894" style="padding-top:0px;"> <div class="field singlecolumn" id="938085974FRFM1"> contracts, credit, clients, database, financing, financial, financial reports, policies, sales</div> </div> </div> </div> | FINANCE |
29,494,962 | SECRETARY - FINANCE DIVISION Summary An energetic, skillful and dedicated Administrative Assistant offering versatile office management, planning and detailed skills. Able to provide extensive experience of administrative support, organization, time management and confidentiality for executive-level staff of daily operations and functions. Ambitious and goal-oriented individual looking to obtain a position at a successful company which offers opportunities for professional growth. Highlights Customer service oriented Microsoft Office proficient Detail-oriented Professional phone etiquette Social media knowledge Flexible and team player Type 80 wpm Time management Appointment and meeting planning Works well under pressure Manage work flow of an office Professional, self-starter Articulate Excellent interpersonal skills Creative Strong communicator Accounting, invoice processing experience Payroll Knowledge of proper grammar Accomplishments - Additional training and seminars to increase knowledge - CERT trained and certified - EOC backup for public information office - Disaster Preparedness Academy attendee - Creation of various tools to increase effective communication and efficiency (a couple versions of desk diaries, emergency go kits, marketing weekly) Experience 08/2014 - Current Company Name - City , State Secretary - Finance Division Began job-sharing between the Finance and Communications & Marketing divisions in August of 2014. Duties within the Finance division include, but are not limited to: manage records retention for department professionally respond to daily phone calls filing, organizing edit and proofread documents and marketing collateral creating various types of documents such as letters, memorandums, invoices, vouchers, etc create and manage committee meeting agendas (Finance and Investment Advisory Committees) using AgendaQuick handle and manage all Massage Establishment permits in Brea. create Desk Diary and Influential Communicator's list assist Finance Manager with Lease Revenue and Water Bonds, Recognized Obligation Payments Schedule (ROPS), and other deadline oriented projects provide support to other divisions such as Purchasing, Information Technology and Human Resources while maintaining privacy supervise Volunteen annually 08/2014 - Current Company Name - City , State Secretary - Communications & Marketing Division Maintain same job duties as the beginning of my career with the Communications and Marketing division, but in the half amount of time which include, but not limited to: tracking all jobs through department filing, organizing editing and proofing of documents and marketing collateral open, read, and write answers to routine letters prepare and distribute payroll for staff oversee inventory and office supply purchases manage supervisor's calendar and coordinate team meetings. create and design PowerPoint presentations for special meetings with and for top-level executives. provide various reports on request regularly and correspond with clients as well as co-workers community outreach. Gathered and analyzed data on community needs and interests. coordinate employee luncheons, celebrations and special annual events maintained up-to-date and accurate program files and records. develop and send out 'Marketing Weekly' via email in an effort to keep division informed on comings and goings press releases social media 02/2007 - 08/2014 Company Name - City , State Secretary - Communications & Marketing Division manage work flow of office work with city council and executives on various events including city council meetings professionally respond to multiple daily phone calls regarding a wide range of subjects revised Desk Diary press releases, flyers, etc social media create presentations for meetings City Plaque Inventory created C&M Weekly concept for efficiency maintain Influential Communicator's list company credit cards create Emergency go kits community outreach maintain equipment inventory Department Coordinator, Weight Room Rehabilitation, Employee ACCOMPLISHMENTS Formally recognized by the Brea City Mayor for playing an instrumental role in the succession of his term. Asked to serve on the City of Brea's Safety Committee to work together on providing a safe work environment for employees. Education 2017 Grand Canyon University - City , State , USA Master of Science : Psychology Mental Health and Well Being 2016 Grand Canyon University - City , State , US Bachelor of Science : Education Educational Studies 1992 Cypress Community College - City , State , 90630 Associate of Science : General Education GED Skills Extensive customer service Ability to manage work flow of office Microsoft Office proficient Edit and proofread department documents and marketing collateral Works well independently Filing, organizing Letters, documents, invoices, press releases, spreadsheets Meeting planning Create power point presentations for executives Effective communicator, self-starter Purchasing Team player Time management | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME865580731" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_865580731_1_566048088" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="865580731FNAM1"> </span> <span> </span> <span class="field" id="865580731LNAM1"> SECRETARY - FINANCE DIVISION</span> </div> </div> </div> <div class="section" id="SECTION_SUMM865580733" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM865580733"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_865580733_1_566048096" style="padding-top:0px;"> <div class="field singlecolumn" id="865580733FRFM1"> <p style="text-align: left;"> An energetic, skillful and dedicated Administrative Assistant offering versatile office management, planning and detailed skills. Able to provide extensive experience of administrative support, organization, time management and confidentiality for executive-level staff of daily operations and functions. Ambitious and goal-oriented individual looking to obtain a position at a successful company which offers opportunities for professional growth.</p> </div> </div> </div> <div class="section" id="SECTION_HILT865580734" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT865580734"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_865580734_1_566048097" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="865580734SKC11"> <ul> <li> Customer service oriented</li> <li> Microsoft Office proficient</li> <li> Detail-oriented</li> <li> Professional phone etiquette </li> <li> Social media knowledge </li> <li> Flexible and team player</li> <li> Type 80 wpm </li> <li> Time management </li> <li> Appointment and meeting planning </li> <li> Works well under pressure</li> </ul> </td> <td class="field twocol_2" id="865580734SKC21"> <ul> <li> Manage work flow of an office</li> <li> Professional, self-starter</li> <li> Articulate </li> <li> Excellent interpersonal skills</li> <li> Creative</li> <li> Strong communicator</li> <li> Accounting, invoice processing experience</li> <li> Payroll</li> <li> Knowledge of proper grammar</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM865580735" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM865580735"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_865580735_1_566050076" style="padding-top:0px;"> <div class="field singlecolumn" id="865580735FRFM1"> <p align="LEFT"> - Additional training and seminars to increase knowledge</p> <p align="LEFT"> - CERT trained and certified</p> <p align="LEFT"> - EOC backup for public information office</p> <p align="LEFT"> - Disaster Preparedness Academy attendee</p> <p align="LEFT"> - Creation of various tools to increase effective communication and efficiency (a couple versions of desk diaries, emergency go kits, marketing weekly)</p> </div> </div> </div> <div class="section" id="SECTION_EXPR865580736" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR865580736"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_865580736_1_566048090" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="865580736JSTD1"> 08/2014</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="865580736EDDT1"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="865580736COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="865580736JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="865580736JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="865580736JTIT1"> Secretary - Finance Division</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="865580736JDES1" itemprop="description"> <p align="LEFT"> Began job-sharing between the Finance and Communications & Marketing divisions in August of 2014. Duties within the Finance division include, but are not limited to: </p> <ul> <li> manage records retention for department</li> <li> professionally respond to daily phone calls</li> <li> filing, organizing</li> <li> edit and proofread documents and marketing collateral</li> <li> creating various types of documents such as letters, memorandums, invoices, vouchers, etc</li> <li> create and manage committee meeting agendas (Finance and Investment Advisory Committees) using AgendaQuick </li> <li> handle and manage all Massage Establishment permits in Brea.</li> <li> create Desk Diary and Influential Communicator's list</li> <li> assist Finance Manager with Lease Revenue and Water Bonds, Recognized Obligation Payments Schedule (ROPS), and other deadline oriented projects</li> <li> provide support to other divisions such as Purchasing, Information Technology and Human Resources while maintaining privacy </li> <li> supervise Volunteen annually</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_865580736_2_566048091" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="865580736JSTD2"> 08/2014</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="865580736EDDT2"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="865580736COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="865580736JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="865580736JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="865580736JTIT2"> Secretary - Communications & Marketing Division</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="865580736JDES2" itemprop="description"> <p align="LEFT"> Maintain same job duties as the beginning of my career with the Communications and Marketing division, but in the half amount of time which include, but not limited to: </p> <ul> <li> tracking all jobs through department </li> <li> filing, organizing</li> <li> editing and proofing of documents and marketing collateral</li> <li> open, read, and write answers to routine letters</li> <li> prepare and distribute payroll for staff</li> <li> oversee inventory and office supply purchases</li> <li> manage supervisor's calendar and coordinate team meetings.</li> <li> create and design PowerPoint presentations for special meetings with and for top-level executives.</li> <li> provide various reports on request regularly and correspond with clients as well as co-workers</li> <li> community outreach. Gathered and analyzed data on community needs and interests.</li> <li> coordinate employee luncheons, celebrations and special annual events</li> <li> maintained up-to-date and accurate program files and records.</li> <li> develop and send out 'Marketing Weekly' via email in an effort to keep division informed on comings and goings </li> <li> press releases</li> <li> social media</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_865580736_3_566048092" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="865580736JSTD3"> 02/2007</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="865580736EDDT3"> 08/2014</span> </span> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="865580736COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="865580736JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="865580736JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="865580736JTIT3"> Secretary - Communications & Marketing Division</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="865580736JDES3" itemprop="description"> <ul> <li> manage work flow of office</li> <li> work with city council and executives on various events including city council meetings</li> <li> professionally respond to multiple daily phone calls regarding a wide range of subjects</li> <li> revised Desk Diary</li> <li> press releases, flyers, etc</li> <li> social media</li> <li> create presentations for meetings</li> <li> City Plaque Inventory</li> <li> created C&M Weekly concept for efficiency</li> <li> maintain Influential Communicator's list</li> <li> company credit cards</li> <li> create Emergency go kits</li> <li> community outreach</li> <li> maintain equipment inventory</li> <li> Department Coordinator, Weight Room Rehabilitation, Employee ACCOMPLISHMENTS Formally recognized by the Brea City Mayor for playing an instrumental role in the succession of his term.</li> <li> Asked to serve on the City of Brea's Safety Committee to work together on providing a safe work environment for employees.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC865580737" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC865580737"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_865580737_1_566048093" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="865580737GRYR1"> 2017</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="865580737SCHO1" itemprop="name"> Grand Canyon University</span> <span> - </span> <span class="joblocation jobcity" id="865580737SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="865580737SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="865580737SCNT1"> USA</span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="865580737DGRE1" itemprop="name"> Master of Science</span> <span> : </span> <span class="programline" id="865580737STUY1"> Psychology</span> </span> <span class="paddedline"> <span class="field" id="865580737FRFM1"> <p align="LEFT"> Mental Health and Well Being</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_865580737_2_566051812" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="865580737GRYR2"> 2016</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="865580737SCHO2" itemprop="name"> Grand Canyon University</span> <span> - </span> <span class="joblocation jobcity" id="865580737SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="865580737SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="865580737SCNT2"> US</span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="865580737DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="865580737STUY2"> Education</span> </span> <span class="paddedline"> <span class="field" id="865580737FRFM2"> <p align="LEFT"> Educational Studies</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_865580737_3_566051898" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="865580737GRYR3"> 1992</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="865580737SCHO3" itemprop="name"> Cypress Community College</span> <span> - </span> <span class="joblocation jobcity" id="865580737SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="865580737SSTA3"> State</span> <span> , </span> <span class="joblocation jobstate" id="865580737SCNT3"> 90630</span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="865580737DGRE3" itemprop="name"> Associate of Science</span> <span> : </span> <span class="programline" id="865580737STUY3"> General Education</span> </span> <span class="paddedline"> <span class="field" id="865580737FRFM3"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_865580737_4_566048094" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="865580737GRYR4"> </span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="865580737DGRE4" itemprop="name"> GED</span> <span class="programline" id="865580737STUY4"> </span> </span> <span class="paddedline"> <span class="field" id="865580737FRFM4"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_865580737_5_566048095" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="865580737GRYR5"> </span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="field" id="865580737FRFM5"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL865580738" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL865580738"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_865580738_1_566048098" style="padding-top:0px;"> <div class="field singlecolumn" id="865580738FRFM1"> <ul> <li> Extensive customer service</li> <li> Ability to manage work flow of office</li> <li> Microsoft Office proficient</li> <li> Edit and proofread department documents and marketing collateral</li> <li> Works well independently<br/> </li> <li> Filing, organizing</li> <li> Letters, documents, invoices, press releases, spreadsheets </li> <li> Meeting planning</li> <li> Create power point presentations for executives</li> <li> Effective communicator, self-starter</li> <li> Purchasing</li> <li> Team player</li> <li> Time management</li> </ul> </div> </div> </div> </div> | FINANCE |
81,217,013 | DIRECTOR, FINANCE OPERATIONS Executive Profile Motivated executive professional with 20 years of progressive experience in Publishing and Non-Profit environments, including extensive experience in project management, budgeting and financial administration. Consistently achieved optimal utilization of developing, delivering, and managing operations through process improvement planning, program coordination, and cultivation of strong business relationships. Possess an established track record of creating and implementing programs and long-term business strategies aimed at company growth.High-energy, results-oriented leader that continues to be a ambitiously collaborating team player who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Skill Highlights Project management Budgeting expertise (Capital and Operating) Risk Management Analytical Skills Time Management Leadership/communication skills Negotiations expert Employee relations Self-motivated Customer-oriented Team Building Team Leadership Core Accomplishments Project Management: Eliminated excel budgeting with an the addition of ABM software solution that streamlined data collection and automated reporting functionality. Launched an on-line service that allowed our camp programs register through our website verses a manual excel tracking schedule. Launched Audubon's first corporate T&E credit card programLaunched Audubon's first procurement card program. Led the process in launching Audubon's first on-line invoicing solution. Each of the last 4 bullets reduced transaction processing by 33%. Financial Reporting : Streamline as well as automate financial reporting through aligning our budget and accounting financial reporting to management. Played a lead role in Instituting a change in coding that expanded our reporting beyond location tracking to align with our projects outlined in our strategic plan. Operations Management: Spearheaded the creation of a team known as field solutions which would become the liaison of the home office and 100 plus offices around the country. Our focus, primarily financial support, also handled everything from fund raising to human resource concerns. Professional Experience Company Name August 2015 to Current Director, Finance Operations City , State After many years of successfully managing the budget/forecast process of a 100 million dollar national multi-state non-profit, I was asked to lead the areas of gift processing, banking and risk management areas. These segments of our national institution were fragmented and in much need of leadership. Gift Processing - led the charge to streamline the overall process from switching our banking relationship to a financial institution that best suited our needs; working with our new caging partner and our technology area to implement a check processing application across our network in an effort to create a more efficient work flow. Risk Management - working with the risk manager, we streamlined our allocation process through the creation of an insurance portal. This application created a clearer view of what each department head was incurring in each segment of insurance. We also were successful for in aligning our insurance policies on our fiscal year cycle. Banking - Our focus has been on consolidating our banking relationships. The role out of an online invoicing system and the set up of a procurement card program allowed us to close 35 bank accounts around the country. Company Name October 2009 to July 2015 Director of Business Management and Field Solutions City , State Team leader of 3 professionals whose goal was to be the liaison between the programs and the central office. The focus was preliminary financial, however, we assisted in HR, Legal and Technology concerns as well. Led the budget process from kickoff, preparation, review process to presentation to our board. Created clear and precise financial reports for program leaders and management to assist in making sound business decisions. Reports ranging from cash flow to restricted and reserves funding. These new reports are examples of what I created to assist managers with decision making toward there programs. Company Name May 2003 to October 2009 Director of Budgets City , State Overhauled the the operating and capital budget process by implementing a more formal structured process which aligned with the mission of the organization . With 463 local Chapters, 22 state offices and 44 Audubon Centers across the country, My role was to lead the entire process from the initial kick off to the creation of consolidating reporting package which led to our presentation for approval from our the National board. Once the budget was approved, turned focus to assisting with year end process to ensure programs achieved there forecast for the current fiscal year. After year end was complete, prepared the first of two required forecasts that Audubon requires in each fiscal year. I led the process of transforming our excel based budget process to an automated seamless solution known as ABM (The Advanced Budget Module) which integrated with our financial edge accounting package. This enhanced our ability to track, consolidate and report our budgets and forecasts. Company Name January 2000 to May 2003 Budget Manager City , State Promoted to Audubon's first Budget Directors position. Oversaw the capital and budget process Led the conversion of Audubon's annual budget to a monthly budget tracking schedule which led to better cash management for the individual program and the organization as a whole Company Name July 1999 to January 2000 Business Manager City , State As Business Manager of Audubon magazine, my role was to manage all financial aspect of the publication and membership program. The magazine and membership budget represented 1/3 of Audubon's total operating budget. In FY00, in working with the publisher, the forecast for ad sales was weak. We took evasive measures, to reduce costs from manufacturing to staffing which offset the shortfall in ad sales. Company Name February 1997 to July 1999 Senior Financial Analyst City , State Jobson Medical Information, LLC operates as a healthcare publishing and communications company. It produces a range of publications, educational programs and materials, live events, symposium and Web sites that reach, teach, and influence healthcare professionals every month. I was responsible for the entire budget process, for each product. When I joined Jobson, the budget was 30 million, when I left it was 60 million. Through acquisitions and start ups, the company grew rapidly in the almost 5 years of my tenure. Company Name August 1995 to February 1997 Financial Analyst City , State Promoted to financial analyst in which I worked with the operations manager to prepare the company's annual budget Company Name November 1994 to August 1995 Billing Coordinator City , State Join Audubon as a billing coordinator for the Optical division. Quick learner and implementor of satisfying changes to processing; prompted the by first promotion with Jobson, just 10 months into my tenure. Company Name February 1991 to October 1994 Accounting Clerk City , State While working in a bond counsel law firm on wall street. I initially was the backup to each segment of the department ranging from accounts payable and receivables, cash management and payroll;eventually the lead to accounts receivables, cash management as well as the system administrator to there IBM main frame solution. Education Wagner College Finance City , State , USA Completed several courses in an MBA program Bernard M. Baruch College, CUNY BBA : Operations Management City , State , USA Minor in Accounting Skills Interpersonal: Excellent time management, organization and multi-tasking skills Take charge individual No one's fault attitude - we are one team Technology: Microsoft office suite proficient Blackbaud financial software's Powerplan Budget/Forecasting solutions Datatel financial solutions Media Services Group (Magazine) software | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME430972756" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_430972756_1_280284447" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="430972756FNAM1"> </span> <span> </span> <span class="field" id="430972756LNAM1"> DIRECTOR, FINANCE OPERATIONS</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM430972758" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM430972758"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_430972758_1_282222706" style="
padding-top:0px;
"> <div class="field singlecolumn" id="430972758FRFM1"> <p align="LEFT"> Motivated executive professional with 20 years of progressive experience in Publishing and Non-Profit environments, including extensive experience in project management, budgeting and financial administration.</p> <p align="LEFT"> Consistently achieved optimal utilization of developing, delivering, and managing operations through process improvement planning, program coordination, and cultivation of strong business relationships. Possess an established track record of creating and implementing programs and long-term business strategies aimed at company growth.High-energy, results-oriented leader that continues to be a ambitiously collaborating team player who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. </p> </div> </div> </div> <div class="section" id="SECTION_HILT430972759" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT430972759"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_430972759_1_282223564" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="430972759SKC11"> <ul> <li> Project management</li> <li> Budgeting expertise (Capital and Operating)</li> <li> Risk Management</li> <li> Analytical Skills</li> <li> Time Management</li> <li> Leadership/communication skills<font> </font> </li> </ul> </td> <td class="field twocol_2" id="430972759SKC21"> <ul> <li> Negotiations expert</li> <li> Employee relations</li> <li> Self-motivated</li> <li> Customer-oriented</li> <li> Team Building</li> <li> Team Leadership</li> <br/> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM430973035" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM430973035"> Core Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_430973035_1_282225054" style="
padding-top:0px;
"> <div class="field singlecolumn" id="430973035FRFM1"> <p align="CENTER"> <b> <i> Project Management:</i> </b> </p> <p align="LEFT"> Eliminated excel budgeting with an the addition of ABM software solution that streamlined data collection and automated reporting functionality.</p> <p align="LEFT"> Launched an on-line service that allowed our camp programs register through our website verses a manual excel tracking schedule.</p> <p align="LEFT"> Launched Audubon's first corporate T&E credit card programLaunched Audubon's first procurement card program. Led the process in launching Audubon's first on-line invoicing solution. Each of the last 4 bullets reduced transaction processing by 33%.</p> <p align="CENTER"> <b> <i> Financial Reporting</i> </b> <i> :</i> </p> <p align="LEFT"> Streamline as well as automate financial reporting through aligning our budget and accounting financial reporting to management. Played a lead role in Instituting a change in coding that expanded our reporting beyond location tracking to align with our projects outlined in our strategic plan.</p> <p align="CENTER"> <b> <i> Operations Management:</i> </b> </p> <p align="LEFT"> Spearheaded the creation of a team known as field solutions which would become the liaison of the home office and 100 plus offices around the country. Our focus, primarily financial support, also handled everything from fund raising to human resource concerns.</p> </div> </div> </div> <div class="section" id="SECTION_EXPR430972760" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR430972760"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_430972760_1_499744038" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="430972760COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="430972760JSTD1"> August 2015</span> <span> to </span> <span class="jobdates" format="%B %Y" id="430972760EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="430972760JTIT1"> Director, Finance Operations</span> <br/> <span class="joblocation jobcity" id="430972760JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="430972760JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="430972760JDES1" itemprop="description"> <p align="LEFT"> After many years of successfully managing the budget/forecast process of a 100 million dollar national multi-state non-profit, I was asked to lead the areas of gift processing, banking and risk management areas. These segments of our national institution were fragmented and in much need of leadership.</p> <ul> <br/> <li> Gift Processing - led the charge to streamline the overall process from switching our banking relationship to a financial institution that best suited our needs; working with our new caging partner and our technology area to implement a check processing application across our network in an effort to create a more efficient work flow. </li> <li> Risk Management - working with the risk manager, we streamlined our allocation process through the creation of an insurance portal. This application created a clearer view of what each department head was incurring in each segment of insurance. We also were successful for in aligning our insurance policies on our fiscal year cycle.</li> <li> Banking - Our focus has been on consolidating our banking relationships. The role out of an online invoicing system and the set up of a procurement card program allowed us to close 35 bank accounts around the country. </li> </ul> <p align="LEFT"> </p> <br/> <br/> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_430972760_2_282296435" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="430972760COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="430972760JSTD2"> October 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="430972760EDDT2"> July 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="430972760JTIT2"> Director of Business Management and Field Solutions</span> <br/> <span class="joblocation jobcity" id="430972760JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="430972760JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="430972760JDES2" itemprop="description"> <ul> <li> Team leader of 3 professionals whose goal was to be the liaison between the programs and the central office. The focus was preliminary financial, however, we assisted in HR, Legal and Technology concerns as well.</li> <li> Led the budget process from kickoff, preparation, review process to presentation to our board.</li> <li> Created clear and precise financial reports for program leaders and management to assist in making sound business decisions. Reports ranging from cash flow to restricted and reserves funding. These new reports are examples of what I created to assist managers with decision making toward there programs.</li> <br/> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_430972760_3_282316382" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="430972760COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="430972760JSTD3"> May 2003</span> <span> to </span> <span class="jobdates" format="%B %Y" id="430972760EDDT3"> October 2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="430972760JTIT3"> Director of Budgets</span> <br/> <span class="joblocation jobcity" id="430972760JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="430972760JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="430972760JDES3" itemprop="description"> <ul> <li> Overhauled the the operating and capital budget process by implementing a more formal structured process which aligned with the mission of the organization . With 463 local Chapters, 22 state offices and 44 Audubon Centers across the country, My role was to lead the entire process from the initial kick off to the creation of consolidating reporting package which led to our presentation for approval from our the National board. </li> <li> Once the budget was approved, turned focus to assisting with year end process to ensure programs achieved there forecast for the current fiscal year.</li> <li> After year end was complete, prepared the first of two required forecasts that Audubon requires in each fiscal year.</li> <li> I led the process of transforming our excel based budget process to an automated seamless solution known as ABM (The Advanced Budget Module) which integrated with our financial edge accounting package. This enhanced our ability to track, consolidate and report our budgets and forecasts.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_430972760_4_282774737" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="430972760COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="430972760JSTD4"> January 2000</span> <span> to </span> <span class="jobdates" format="%B %Y" id="430972760EDDT4"> May 2003</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="430972760JTIT4"> Budget Manager</span> <br/> <span class="joblocation jobcity" id="430972760JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="430972760JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="430972760JDES4" itemprop="description"> <ul> <li> Promoted to Audubon's first Budget Directors position. </li> <li> Oversaw the capital and budget process</li> <li> Led the conversion of Audubon's annual budget to a monthly budget tracking schedule which led to better cash management for the individual program and the organization as a whole</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_430972760_5_282784051" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="430972760COMP5" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="430972760JSTD5"> July 1999</span> <span> to </span> <span class="jobdates" format="%B %Y" id="430972760EDDT5"> January 2000</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="430972760JTIT5"> Business Manager</span> <br/> <span class="joblocation jobcity" id="430972760JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="430972760JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="430972760JDES5" itemprop="description"> <ul> <li> As Business Manager of Audubon magazine, my role was to manage all financial aspect of the publication and membership program. The magazine and membership budget represented 1/3 of Audubon's total operating budget. </li> <li> In FY00, in working with the publisher, the forecast for ad sales was weak. We took evasive measures, to reduce costs from manufacturing to staffing which offset the shortfall in ad sales.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_430972760_6_282786460" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="430972760COMP6" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="430972760JSTD6"> February 1997</span> <span> to </span> <span class="jobdates" format="%B %Y" id="430972760EDDT6"> July 1999</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="430972760JTIT6"> Senior Financial Analyst</span> <br/> <span class="joblocation jobcity" id="430972760JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="430972760JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="430972760JDES6" itemprop="description"> <ul> <li> Jobson Medical Information, LLC operates as a healthcare publishing and communications company. </li> <li> It produces a range of publications, educational programs and materials, live events, symposium and Web sites that reach, teach, and influence healthcare professionals every month. I was responsible for the entire budget process, for each product. When I joined Jobson, the budget was 30 million, when I left it was 60 million. Through acquisitions and start ups, the company grew rapidly in the almost 5 years of my tenure.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_430972760_7_282788469" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="430972760COMP7" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="430972760JSTD7"> August 1995</span> <span> to </span> <span class="jobdates" format="%B %Y" id="430972760EDDT7"> February 1997</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="430972760JTIT7"> Financial Analyst</span> <br/> <span class="joblocation jobcity" id="430972760JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="430972760JSTA7" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="430972760JDES7" itemprop="description"> <p align="LEFT"> Promoted to financial analyst in which I worked with the operations manager to prepare the company's annual budget</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_430972760_8_282789431" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="430972760COMP8" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="430972760JSTD8"> November 1994</span> <span> to </span> <span class="jobdates" format="%B %Y" id="430972760EDDT8"> August 1995</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="430972760JTIT8"> Billing Coordinator</span> <br/> <span class="joblocation jobcity" id="430972760JCIT8" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="430972760JSTA8" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="430972760JDES8" itemprop="description"> <ul> <li> Join Audubon as a billing coordinator for the Optical division. Quick learner and implementor of satisfying changes to processing; prompted the by first promotion with Jobson, just 10 months into my tenure.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_430972760_9_282791117" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="430972760COMP9" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="430972760JSTD9"> February 1991</span> <span> to </span> <span class="jobdates" format="%B %Y" id="430972760EDDT9"> October 1994</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="430972760JTIT9"> Accounting Clerk</span> <br/> <span class="joblocation jobcity" id="430972760JCIT9" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="430972760JSTA9" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="430972760JDES9" itemprop="description"> <ul> <li> While working in a bond counsel law firm on wall street. I initially was the backup to each segment of the department ranging from accounts payable and receivables, cash management and payroll;eventually the lead to accounts receivables, cash management as well as the system administrator to there IBM main frame solution.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC635398574" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC635398574"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635398574_1_413566054" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="635398574SCHO1" itemprop="name"> Wagner College</span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="635398574DGRE1" itemprop="name"> </span> <span class="programline" id="635398574STUY1"> Finance</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="635398574SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="635398574SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="635398574SCNT1"> USA</span> </span> <span class="paddedline"> <span class="field" id="635398574FRFM1"> <p align="LEFT"> Completed several courses in an MBA program</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635398574_2_413566387" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="635398574SCHO2" itemprop="name"> Bernard M. Baruch College, CUNY</span> <span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="635398574DGRE2" itemprop="name"> BBA</span> <span> : </span> <span class="programline" id="635398574STUY2"> Operations Management</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="635398574SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="635398574SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="635398574SCNT2"> USA</span> </span> <span class="paddedline"> <span class="field" id="635398574FRFM2"> <p align="LEFT"> Minor in Accounting</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL442670260" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL442670260"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_442670260_1_288116629" style="
padding-top:0px;
"> <div class="field singlecolumn" id="442670260FRFM1"> <p align="LEFT"> <b> Interpersonal: </b> </p> <ul> <li> Excellent time management, organization and multi-tasking skills</li> <li> Take charge individual</li> <li> No one's fault attitude - we are one team</li> </ul> <br/> <p align="LEFT"> <b> Technology:</b> </p> <ul> <li> Microsoft office suite proficient</li> <li> Blackbaud financial software's</li> <li> Powerplan Budget/Forecasting solutions</li> <li> Datatel financial solutions</li> <li> Media Services Group (Magazine) software</li> </ul> </div> </div> </div> </div> | FINANCE |
39,675,895 | SENIOR DIRECTOR OF FINANCE Professional Summary High-performing Senior Director of Finance with management experience, and exceptional people skills. Versed in strategic planning, financial analysis and project management. Experience Senior Director of Finance May 2012 to Feb 2016 Company Name - City , State Manage a team that is responsible for timely and accurate reporting for Commercial Accounts ($3.5BN) and Middle Market ($7BN) monthly and quarterly production results, including preparing Sr. Leadership for Investor Days, Earnings Releases, and Shareholder Meetings. Lead a variety of projects including the coordination and consolidation of the annual plan, the annual field compensation process, as well as being the finance representative on a long-term strategic operating model project. Drive CFO and Sr. Leadership directed projects in order to support evolving business needs including the development of an audit estimation process across Middle Market, implemented a new profitability measure which allowed detailed segmentation of the Middle Market book of business, and managed the re-alignment of the geographical footprint of our business (over 3,000 people across the country) to better drive results and synergy across business units. Utilize exceptional analytical and communication skills across multiple levels of the organization, with an ability to understand the details as well as find and summarize key findings. Director of Strategic Initiatives Jun 2009 to May 2012 Company Name - City , State Developed strategy, identified priorities, and established business cases across and within the businesses to enable the successful delivery of strategic activities and investments. Projects included re-designing underwriting documentation across Business Insurance, developing solutions to improve regulatory pricing documentation across Business Insurance, and streamlining the staff and process for Global Underwriting business. Worked with leaders to develop solutions to change the business model and the operating model by determining ways to re-tool, re-align, re-organize, or create efficiencies in current activities. Provided continuous support to senior management on planning, execution, market-specific needs, and challenges by providing fact-based decision support, and clear and concise messaging through meetings and presentations. Process Improvement Engineer Jul 2006 to Jun 2009 Company Name - City , State Completed a Liquid Petroleum Gas market study for National Programs and identified 10 new states in which they should expand their business, equal to an estimated $12 million dollars in premium. Conducted an Account Manager job-assessment for Northland Insurance with the end goal of establishing metrics to measure the performance of 18 Account Managers on a monthly basis. This study included interviewing, studying workloads and process time, and ultimately working with Management to develop performance measure metrics. Assisted business areas with improving their operational performance by working through the process engineering methodology which consists of: project planning, core data collection, process documentation, preliminary data analysis, the development of recommendations, and final report presentation. Managed an Architects & Engineers process improvement project focused on finding opportunities to simplify the A & E's work environment. This was accomplished through a division of labor comparison between 17 employees and another business unit, an assessment of streamlining opportunities along with an identification of work that can be performed outside the office. Managed an Employee Relations process improvement project where I interviewed, created process workflow documents, and identified over 80 process improvement opportunities that were built into their 2008 business plan. 1st Rotation: Home Office Assistant Regional Financial Officer for Domestic Companies Provided financial and strategic planning analytical support to the Domestic Financial Officers in the Domestic Finance Teams for Travelers of Florida, Travelers of New Jersey and Premier. Visited these field offices at least once a month, and acted as the liaison between the Domestic Companies and the Home Office. Education Bachelor of Science , Economics and Finance May 2006 Bentley College GPA: GPA: 3.7 GPA: 3.68 Magna Cum Laude, Honors Program, President's List, Dean's List, Finance National Honors Society Economics and Finance GPA: 3.7 GPA: 3.68 Magna Cum Laude, Honors Program, President's List, Dean's List, Finance National Honors Society MBA 2012 University of Connecticut Graduate School GPA: GPA: 3.8 GPA: 3.8 Skills Premier, streamline, book, business plan, communication skills, concise, data analysis, data collection, decision support, delivery, designing, documentation, Employee Relations, senior management, Finance, Financial, Home Office, Insurance, investments, Leadership, Market, Meetings, messaging, Access, Excel, office, Power Point, presentations, pricing, process engineering, process improvement, project planning, reporting, strategy, strategic, strategic planning, Underwriting, Visio, Workbench, workflow Core Qualifications Excel, Power Point, Access, Visio TM1, SNL, AM Best | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME740026282" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_740026282_1_479462405" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="740026282FNAM1"> </span> <span> </span> <span class="field" id="740026282LNAM1"> SENIOR DIRECTOR OF FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM740026284" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM740026284"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_740026284_1_479465596" style="padding-top:0px;"> <div class="field singlecolumn" id="740026284FRFM1"> <p align="LEFT"> High-performing Senior Director of Finance with management experience, and exceptional people skills. Versed in strategic planning, financial analysis and project management. </p> </div> </div> </div> <div class="section" id="SECTION_EXPR740026286" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR740026286"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_740026286_1_479462409" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="740026286JTIT1"> Senior Director of Finance</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="740026286JSTD1"> May 2012</span> <span> to </span> <span class="jobdates" format="%b %Y" id="740026286EDDT1"> Feb 2016</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="740026286COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="740026286JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="740026286JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="740026286JDES1" itemprop="description"> <ul> <li> Manage a team that is responsible for timely and accurate reporting for Commercial Accounts ($3.5BN) and Middle Market ($7BN) monthly and quarterly production results, including preparing Sr. Leadership for Investor Days, Earnings Releases, and Shareholder Meetings.</li> <li> Lead a variety of projects including the coordination and consolidation of the annual plan, the annual field compensation process, as well as being the finance representative on a long-term strategic operating model project.</li> <li> Drive CFO and Sr. Leadership directed projects in order to support evolving business needs including the development of an audit estimation process across Middle Market, implemented a new profitability measure which allowed detailed segmentation of the Middle Market book of business, and managed the re-alignment of the geographical footprint of our business (over 3,000 people across the country) to better drive results and synergy across business units.</li> <li> Utilize exceptional analytical and communication skills across multiple levels of the organization, with an ability to understand the details as well as find and summarize key findings.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_740026286_2_479462412" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="740026286JTIT2"> Director of Strategic Initiatives</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="740026286JSTD2"> Jun 2009</span> <span> to </span> <span class="jobdates" format="%b %Y" id="740026286EDDT2"> May 2012</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="740026286COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="740026286JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="740026286JSTA2" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="740026286JDES2" itemprop="description"> <ul> <li> Developed strategy, identified priorities, and established business cases across and within the businesses to enable the successful delivery of strategic activities and investments.</li> <li> Projects included re-designing underwriting documentation across Business Insurance, developing solutions to improve regulatory pricing documentation across Business Insurance, and streamlining the staff and process for Global Underwriting business.</li> <li> Worked with leaders to develop solutions to change the business model and the operating model by determining ways to re-tool, re-align, re-organize, or create efficiencies in current activities.</li> <li> Provided continuous support to senior management on planning, execution, market-specific needs, and challenges by providing fact-based decision support, and clear and concise messaging through meetings and presentations.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_740026286_3_479462415" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="740026286JTIT3"> Process Improvement Engineer</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="740026286JSTD3"> Jul 2006</span> <span> to </span> <span class="jobdates" format="%b %Y" id="740026286EDDT3"> Jun 2009</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="740026286COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="740026286JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="740026286JSTA3" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="740026286JDES3" itemprop="description"> <ul> <li> Completed a Liquid Petroleum Gas market study for National Programs and identified 10 new states in which they should expand their business, equal to an estimated $12 million dollars in premium.</li> <li> Conducted an Account Manager job-assessment for Northland Insurance with the end goal of establishing metrics to measure the performance of 18 Account Managers on a monthly basis.</li> <li> This study included interviewing, studying workloads and process time, and ultimately working with Management to develop performance measure metrics.</li> <li> Assisted business areas with improving their operational performance by working through the process engineering methodology which consists of: project planning, core data collection, process documentation, preliminary data analysis, the development of recommendations, and final report presentation.</li> <li> Managed an Architects & Engineers process improvement project focused on finding opportunities to simplify the A & E's work environment.</li> <li> This was accomplished through a division of labor comparison between 17 employees and another business unit, an assessment of streamlining opportunities along with an identification of work that can be performed outside the office.</li> <li> Managed an Employee Relations process improvement project where I interviewed, created process workflow documents, and identified over 80 process improvement opportunities that were built into their 2008 business plan.</li> <li> 1st Rotation: Home Office Assistant Regional Financial Officer for Domestic Companies Provided financial and strategic planning analytical support to the Domestic Financial Officers in the Domestic Finance Teams for Travelers of Florida, Travelers of New Jersey and Premier.</li> <li> Visited these field offices at least once a month, and acted as the liaison between the Domestic Companies and the Home Office.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC740026287" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC740026287"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_740026287_1_479462422" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="740026287DGRE1" itemprop="name"> Bachelor of Science</span> <span> , </span> <span class="programline" id="740026287STUY1"> Economics and Finance</span> <span class="datesWrapper"> <span class="jobdates" id="740026287GRYR1"> May 2006</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="740026287SCHO1" itemprop="name"> Bentley College</span> <span class="joblocation jobcity" id="740026287SCIT1"> </span> <span class="joblocation jobstate" id="740026287SSTA1"> </span> <span class="joblocation jobstate" id="740026287SCNT1"> </span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="740026287GRPA1"> GPA: 3.7 GPA: 3.68 Magna Cum Laude, Honors Program, President's List, Dean's List, Finance National Honors Society</span> </span> <span class="field" id="740026287FRFM1"> Economics and Finance GPA: 3.7 GPA: 3.68 Magna Cum Laude, Honors Program, President's List, Dean's List, Finance National Honors Society</span> </div> </div> <div class="paragraph" id="PARAGRAPH_740026287_2_479462418" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="740026287DGRE2" itemprop="name"> MBA</span> <span class="programline" id="740026287STUY2"> </span> <span class="datesWrapper"> <span class="jobdates" id="740026287GRYR2"> 2012</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="740026287SCHO2" itemprop="name"> University of Connecticut Graduate School</span> <span class="joblocation jobcity" id="740026287SCIT2"> </span> <span class="joblocation jobstate" id="740026287SSTA2"> </span> <span class="joblocation jobstate" id="740026287SCNT2"> </span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="740026287GRPA2"> GPA: 3.8</span> </span> <span class="field" id="740026287FRFM2"> GPA: 3.8</span> </div> </div> </div> <div class="section" id="SECTION_AFIL740026288" style="padding-top:0px;"> </div> <div class="section" id="SECTION_SKLL740026297" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL740026297"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_740026297_1_479462425" style="padding-top:0px;"> <div class="field singlecolumn" id="740026297FRFM1"> Premier, streamline, book, business plan, communication skills, concise, data analysis, data collection, decision support, delivery, designing, documentation, Employee Relations, senior management, Finance, Financial, Home Office, Insurance, investments, Leadership, Market, Meetings, messaging, Access, Excel, office, Power Point, presentations, pricing, process engineering, process improvement, project planning, reporting, strategy, strategic, strategic planning, Underwriting, Visio, Workbench, workflow</div> </div> </div> <div class="section" id="SECTION_HILT740026285" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT740026285"> Core Qualifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_740026285_1_479462424" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="740026285SKC11"> <p align="LEFT"> Excel, Power Point, Access, Visio</p> </td> <td class="field twocol_2" id="740026285SKC21"> <p align="LEFT"> TM1, SNL, AM Best</p> </td> </tr> </tbody> </table> </div> </div> </div> </div> | FINANCE |
12,071,138 | DIRECTOR OF FINANCE Professional Summary Progressive financial and managerial experience in not-for-profit and for-profit organizations. Primary financial contact with Board of Directors presenting financial and statistical reports to members with varying degrees of financial knowledge. Accountable for financial management of $15M not-for-profit health center with responsibility of financial reporting, investment reporting, budget preparation in collaboration with Senior Management, staff supervision and coaching, and financial systems. Comprehensive expertise with non-profit organizations with multiple programs and cost centers. Experienced with fund accounting and reporting requirements based on government regulations, contractual language, and donor restrictions. Preparation and explanation of net assets summarized by unrestricted, temporarily restricted, and permanently restricted. Prepare reporting and summarization of ongoing Capital Campaign. Extensive experience with relevant financial software applications including conversions and upgrades. Currently working with Blackbaud Financial Edge and Raiser's Edge. Skills Accounting, computerized accounting, general accounting, accounts payable, accounts receivable, trial balance, banking, benefits, billing, budgets, Budget, Cancer, cash management, closing, coaching, contracts, Client, customer service, decision making, documentation, Senior Management, filing, Finance, Financial, financial analysis, financial audits, financial statements, Prepare financial statements, funds, general ledger, grants, Human Resource, Insurance, interpretation, investments, legal, Director, meetings, mentoring, Excel, Microsoft Office, Office, negotiating, operating system, payroll, payroll processing, performance analysis, Personnel, personnel management, policies, Primary Care, profit, project management, QuickBooks, reconciling, reporting, securities, staffing, strategic, Strategic Planning, supervising, tax returns, treasury, valuation, vision Core Qualifications Proficient with various computerized accounting software, Microsoft Office, and investment software. . Experience DIRECTOR OF FINANCE January 2012 to Current Company Name - City , State Prepare financial statements for presentation to the Treasurer of the Board of Directors, Finance Committee, and senior staff. Liaison to external auditors. Prepare and analyze audit schedules. Review of audited financial statements and 990 Information return for accuracy and reconciliation to the trial balance. Responsible for reporting of endowment activity and reconciling of investment manager statements and general ledger. Maintain reports to include earnings and expense documentation related to board designated, temporarily, and permanently restricted funds in accordance with donor restrictions. Prepare reports as needed for the Investment Committee of the Board of Directors. Prepare and analyze general ledger, including cost centers, in compliance with Federal, State and grant funding requirements. Complete fiscal reports required for grant funding contracts. Preparation and analysis of annual budget, working closely with Senior Management and department directors, for presentation to the Executive and Finance Committees of the Board of Directors. Responsible for the Human Resource function for the Society, including payroll and benefits, as well as compliance with Federal and State Labor Department rulings. Supervise Finance Office including training and mentoring of entry level staff. Monitor Personnel and Finance Office policies and procedures. CHIEF FINANCIAL OFFICER January 2009 to January 2012 Company Name - City , State Prepared and analyzed the financial statements for monthly presentation to Senior Management, the Finance Committee of the Board of Directors, and the Board of Directors. Monitored overall financial compliance and reporting with Federal, State, Local agencies. Created and explained various models for annual operating and capital budgets based on changing scenarios from Federal, State, Local and private donors. Coordination of budget details with Senior Managers. Presented budget for approval by the Board of Directors. Created State of New Hampshire budget for funding for Primary Care and Breast and Cervical Cancer Program. Responsible for completion and reporting of State Work Plan. Key point person for all audits including A133 audit, State of New Hampshire and City of Manchester HUD technical visits. As a member of Senior Management, reporting directly to the President/CEO, assisted with the development of annual goals, objectives and long-term planning, as well as the general administration of the Center. Created and submitted grant requests and grant reports for Federal ARRA and Earmark grants using the Federal Electronic Handbook and other Federal portals. Completed calculations and requests for Federal drawdowns using Federal portal. Responsible for the development, implementation and monitoring of all financial systems, records and controls encompassing patient receivables, accounts payable, general accounting, grants and contracts, and payroll. Provided financial analysis and participated in decision making of insurance coverage, fringe benefits, and compensation plans. Supervised, trained, and coached patient account staff and accounting staff. Created and reviewed financial internal control policies especially for cash, patient eligibility for discounts, and Federal, State and City program income limits. Negotiated and monitored all insurance policies, including malpractice, property, and workers compensation. Responsible for cash management and banking authorization. DIRECTOR OF FINANCE January 2007 to January 2009 Company Name - City , State Prepared and analyzed general ledger, including cost centers, in compliance with Federal, State and grant funding requirements. Prepared financial statements for presentation to the Finance Committee of the Board of Directors. Completed fiscal reports required for grant funding contracts including DHHS and HUD. Coordinated all financial audits, including State audit. Prepared and analyzed audit schedules. Liaison to external auditors Preparation and analysis of budget components for DHHS. Supervised Business Office and Accounting staff in this newly combined position of Director of Finance, including coaching, training, and reorganization. Responsible for supervising the billing process with both electronic and paper claims, with Medicaid, Medicare, and managed care insurance companies. Reviewed accounts receivable aging including approval of adjustments and write offs. Review and approval of Client Fee Assessment and financial assistance discounts. Member of the Managed Care Insurance Team responsible for negotiating rates and contracts. Also responsible for resolution to billing issues and contract interpretation. TREASURY/INVESTMENT ANALYST January 2007 Company Name - City , State Prepared monthly endowment investment performance and allocation report for Investment Committee and Chief Financial Officer using BNY Mellon Analytical Solutions and Excel worksheets. Reconciled custodial statements to general ledger and investment manager statements. In accordance with Investment Committee directives, worked with BNY Mellon to set up new investment accounts for custody and performance analysis. Assisted with the preparation of 990T and accompanying schedules including reportable transactions and foreign entities. Reviewed for filing the planned giving tax returns including 5227, 1041A and 1099Rs. Initiated the compilation of procedures and monthly closing checklists. Performed various treasury functions including wire transfers and check signing. DIRECTOR OF FINANCE AND ADMINISTRATION January 2000 to January 2007 Company Name - City , State Provided financial analysis of investments of $72M including the reconciliation of trust operating system to investment managers, valuation of common investment funds, and reconciliation of customer accounts. Responsible for the daily operation of SunGard Charlotte system. Prepared and analyzed monthly, consolidated financial statements that included investment servicing and not-for-profit components of the Foundation. As senior management, worked with the Executive Committee, President, and Director of Development to coordinate and implement the mission of the organization. Key contact person for the Budget and Audit Committee and a member of the Investment Committee. As part of the Strategic Planning Task Force, collaborated with Board members to create the Foundation's mission, vision, and strategic plan. Developed operational budget for approval by the Board of Directors and reported explanation for variances on a monthly basis. Supervised and coached the Operations Team and Loan Officers to work as a cohesive unit that provided attentive customer service to church trustees. Facilitated weekly departmental meetings. Improved the overall accuracy of the reporting process by documenting and monitoring procedures, creating and implementing internal controls, and improving the investment reconciliation process. Decreased monthly closing process by 14 days. Coordinated interdepartmental projects from inception to implementation to assessment, using project management tools. Supervised teams to identify the goals of the project, the tasks to be performed, and the resources needed. Responsible for the treasury function of the Foundation. Monitored bank cash and provided funds management including securities brokerage services. Established and maintained wire transfer, ACH and electronic transfer process. Coordinated the audit process and was liaison to external auditors. Prepared required schedule for the auditors as well as the consolidated financial statements and footnotes. Prepared tax returns for charitable remainderman unitrusts and pooled income fund and IRS Form 1099R for gift annuitants. Provided personnel management including legal issues, benefit reporting and staffing. Researched, negotiated, and implemented fringe benefit programs. Performed payroll processing using QuickBooks. Education Masters : Business Administration SOUTHERN NEW HAMPSHIRE UNIVERSITY (New Hampshire College Graduate School of Business) Business Administration B.S : Office Administration Accounting SOUTHERN NEW HAMPSHIRE UNIVERSITY (New Hampshire College) GPA: with Honors with Honors Office Administration Accounting Work History Company Name | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME622677482" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_622677482_1_405094372" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="622677482FNAM1"> </span> <span> </span> <span class="field" id="622677482LNAM1"> DIRECTOR OF FINANCE</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM622677487" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM622677487"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622677487_1_405094382" style="padding-top:0px;"> <div class="field singlecolumn" id="622677487FRFM1"> Progressive financial and managerial experience in not-for-profit and for-profit organizations. Primary financial contact with Board of Directors presenting financial and statistical reports to members with varying degrees of financial knowledge. Accountable for financial management of $15M not-for-profit health center with responsibility of financial reporting, investment reporting, budget preparation in collaboration with Senior Management, staff supervision and coaching, and financial systems. Comprehensive expertise with non-profit organizations with multiple programs and cost centers. Experienced with fund accounting and reporting requirements based on government regulations, contractual language, and donor restrictions. Preparation and explanation of net assets summarized by unrestricted, temporarily restricted, and permanently restricted. Prepare reporting and summarization of ongoing Capital Campaign. Extensive experience with relevant financial software applications including conversions and upgrades. Currently working with Blackbaud Financial Edge and Raiser's Edge. </div> </div> </div> <div class="section" id="SECTION_SKLL622677489" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL622677489"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622677489_1_405094384" style="padding-top:0px;"> <div class="field singlecolumn" id="622677489FRFM1"> Accounting, computerized accounting, general accounting, accounts payable, accounts receivable, trial balance, banking, benefits, billing, budgets, Budget, Cancer, cash management, closing, coaching, contracts, Client, customer service, decision making, documentation, Senior Management, filing, Finance, Financial, financial analysis, financial audits, financial statements, Prepare financial statements, funds, general ledger, grants, Human Resource, Insurance, interpretation, investments, legal, Director, meetings, mentoring, Excel, Microsoft Office, Office, negotiating, operating system, payroll, payroll processing, performance analysis, Personnel, personnel management, policies, Primary Care, profit, project management, QuickBooks, reconciling, reporting, securities, staffing, strategic, Strategic Planning, supervising, tax returns, treasury, valuation, vision</div> </div> </div> <div class="section" id="SECTION_HILT622677488" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT622677488"> Core Qualifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622677488_1_405094383" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="622677488SKC11"> Proficient with various computerized accounting software, Microsoft Office, and investment software. .</td> <td class="field twocol_2 charspace" id="622677488SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR622677484" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR622677484"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622677484_1_405094374" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="622677484JTIT1"> DIRECTOR OF FINANCE</span> <br/> <span> <span class="jobdates" format="%B %Y" id="622677484JSTD1"> January 2012</span> <span> to </span> <span class="jobdates" format="%B %Y" id="622677484EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622677484COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622677484JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622677484JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="622677484JDES1" itemprop="description"> <ul> <li> Prepare financial statements for presentation to the Treasurer of the Board of Directors, Finance Committee, and senior staff.</li> <li> Liaison to external auditors.</li> <li> Prepare and analyze audit schedules.</li> <li> Review of audited financial statements and 990 Information return for accuracy and reconciliation to the trial balance.</li> <li> Responsible for reporting of endowment activity and reconciling of investment manager statements and general ledger.</li> <li> Maintain reports to include earnings and expense documentation related to board designated, temporarily, and permanently restricted funds in accordance with donor restrictions.</li> <li> Prepare reports as needed for the Investment Committee of the Board of Directors.</li> <li> Prepare and analyze general ledger, including cost centers, in compliance with Federal, State and grant funding requirements.</li> <li> Complete fiscal reports required for grant funding contracts.</li> <li> Preparation and analysis of annual budget, working closely with Senior Management and department directors, for presentation to the Executive and Finance Committees of the Board of Directors.</li> <li> Responsible for the Human Resource function for the Society, including payroll and benefits, as well as compliance with Federal and State Labor Department rulings.</li> <li> Supervise Finance Office including training and mentoring of entry level staff.</li> <li> Monitor Personnel and Finance Office policies and procedures.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622677484_2_405094375" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="622677484JTIT2"> CHIEF FINANCIAL OFFICER</span> <br/> <span> <span class="jobdates" format="%B %Y" id="622677484JSTD2"> January 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="622677484EDDT2"> January 2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622677484COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622677484JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622677484JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="622677484JDES2" itemprop="description"> <ul> <li> Prepared and analyzed the financial statements for monthly presentation to Senior Management, the Finance Committee of the Board of Directors, and the Board of Directors.</li> <li> Monitored overall financial compliance and reporting with Federal, State, Local agencies.</li> <li> Created and explained various models for annual operating and capital budgets based on changing scenarios from Federal, State, Local and private donors.</li> <li> Coordination of budget details with Senior Managers.</li> <li> Presented budget for approval by the Board of Directors.</li> <li> Created State of New Hampshire budget for funding for Primary Care and Breast and Cervical Cancer Program.</li> <li> Responsible for completion and reporting of State Work Plan.</li> <li> Key point person for all audits including A133 audit, State of New Hampshire and City of Manchester HUD technical visits.</li> <li> As a member of Senior Management, reporting directly to the President/CEO, assisted with the development of annual goals, objectives and long-term planning, as well as the general administration of the Center.</li> <li> Created and submitted grant requests and grant reports for Federal ARRA and Earmark grants using the Federal Electronic Handbook and other Federal portals.</li> <li> Completed calculations and requests for Federal drawdowns using Federal portal.</li> <li> Responsible for the development, implementation and monitoring of all financial systems, records and controls encompassing patient receivables, accounts payable, general accounting, grants and contracts, and payroll.</li> <li> Provided financial analysis and participated in decision making of insurance coverage, fringe benefits, and compensation plans.</li> <li> Supervised, trained, and coached patient account staff and accounting staff.</li> <li> Created and reviewed financial internal control policies especially for cash, patient eligibility for discounts, and Federal, State and City program income limits.</li> <li> Negotiated and monitored all insurance policies, including malpractice, property, and workers compensation.</li> <li> Responsible for cash management and banking authorization.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622677484_3_405094376" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="622677484JTIT3"> DIRECTOR OF FINANCE</span> <br/> <span> <span class="jobdates" format="%B %Y" id="622677484JSTD3"> January 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="622677484EDDT3"> January 2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622677484COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622677484JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622677484JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="622677484JDES3" itemprop="description"> <ul> <li> Prepared and analyzed general ledger, including cost centers, in compliance with Federal, State and grant funding requirements.</li> <li> Prepared financial statements for presentation to the Finance Committee of the Board of Directors.</li> <li> Completed fiscal reports required for grant funding contracts including DHHS and HUD.</li> <li> Coordinated all financial audits, including State audit.</li> <li> Prepared and analyzed audit schedules.</li> <li> Liaison to external auditors Preparation and analysis of budget components for DHHS.</li> <li> Supervised Business Office and Accounting staff in this newly combined position of Director of Finance, including coaching, training, and reorganization.</li> <li> Responsible for supervising the billing process with both electronic and paper claims, with Medicaid, Medicare, and managed care insurance companies.</li> <li> Reviewed accounts receivable aging including approval of adjustments and write offs.</li> <li> Review and approval of Client Fee Assessment and financial assistance discounts.</li> <li> Member of the Managed Care Insurance Team responsible for negotiating rates and contracts.</li> <li> Also responsible for resolution to billing issues and contract interpretation.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622677484_4_405094377" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="622677484JTIT4"> TREASURY/INVESTMENT ANALYST</span> <br/> <span> <span class="jobdates" format="%B %Y" id="622677484JSTD4"> January 2007</span> <span class="jobdates" format="%B %Y" id="622677484EDDT4"> </span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622677484COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622677484JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622677484JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="622677484JDES4" itemprop="description"> <ul> <li> Prepared monthly endowment investment performance and allocation report for Investment Committee and Chief Financial Officer using BNY Mellon Analytical Solutions and Excel worksheets.</li> <li> Reconciled custodial statements to general ledger and investment manager statements.</li> <li> In accordance with Investment Committee directives, worked with BNY Mellon to set up new investment accounts for custody and performance analysis.</li> <li> Assisted with the preparation of 990T and accompanying schedules including reportable transactions and foreign entities.</li> <li> Reviewed for filing the planned giving tax returns including 5227, 1041A and 1099Rs.</li> <li> Initiated the compilation of procedures and monthly closing checklists.</li> <li> Performed various treasury functions including wire transfers and check signing.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622677484_5_405094378" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="622677484JTIT5"> DIRECTOR OF FINANCE AND ADMINISTRATION</span> <br/> <span> <span class="jobdates" format="%B %Y" id="622677484JSTD5"> January 2000</span> <span> to </span> <span class="jobdates" format="%B %Y" id="622677484EDDT5"> January 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622677484COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="622677484JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="622677484JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="622677484JDES5" itemprop="description"> <ul> <li> Provided financial analysis of investments of $72M including the reconciliation of trust operating system to investment managers, valuation of common investment funds, and reconciliation of customer accounts.</li> <li> Responsible for the daily operation of SunGard Charlotte system.</li> <li> Prepared and analyzed monthly, consolidated financial statements that included investment servicing and not-for-profit components of the Foundation.</li> <li> As senior management, worked with the Executive Committee, President, and Director of Development to coordinate and implement the mission of the organization.</li> <li> Key contact person for the Budget and Audit Committee and a member of the Investment Committee.</li> <li> As part of the Strategic Planning Task Force, collaborated with Board members to create the Foundation's mission, vision, and strategic plan.</li> <li> Developed operational budget for approval by the Board of Directors and reported explanation for variances on a monthly basis.</li> <li> Supervised and coached the Operations Team and Loan Officers to work as a cohesive unit that provided attentive customer service to church trustees.</li> <li> Facilitated weekly departmental meetings.</li> <li> Improved the overall accuracy of the reporting process by documenting and monitoring procedures, creating and implementing internal controls, and improving the investment reconciliation process.</li> <li> Decreased monthly closing process by 14 days.</li> <li> Coordinated interdepartmental projects from inception to implementation to assessment, using project management tools.</li> <li> Supervised teams to identify the goals of the project, the tasks to be performed, and the resources needed.</li> <li> Responsible for the treasury function of the Foundation.</li> <li> Monitored bank cash and provided funds management including securities brokerage services.</li> <li> Established and maintained wire transfer, ACH and electronic transfer process.</li> <li> Coordinated the audit process and was liaison to external auditors.</li> <li> Prepared required schedule for the auditors as well as the consolidated financial statements and footnotes.</li> <li> Prepared tax returns for charitable remainderman unitrusts and pooled income fund and IRS Form 1099R for gift annuitants.</li> <li> Provided personnel management including legal issues, benefit reporting and staffing.</li> <li> Researched, negotiated, and implemented fringe benefit programs.</li> <li> Performed payroll processing using QuickBooks.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC622677486" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC622677486"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622677486_1_405094380" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="622677486DGRE1" itemprop="name"> Masters</span> <span> : </span> <span class="programline" dependency="STUY" id="622677486STUY1"> Business Administration</span> <span class="jobdates" id="622677486GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="622677486SCHO1" itemprop="name"> SOUTHERN NEW HAMPSHIRE UNIVERSITY (New Hampshire College Graduate School of Business)</span> <span class="joblocation jobcity" id="622677486SCIT1"> </span> <span class="joblocation jobstate" id="622677486SSTA1"> </span> <span class="joblocation jobstate" id="622677486SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="622677486FRFM1"> Business Administration</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622677486_2_405094381" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="622677486DGRE2" itemprop="name"> B.S</span> <span> : </span> <span class="programline" dependency="STUY" id="622677486STUY2"> Office Administration Accounting</span> <span class="jobdates" id="622677486GRYR2"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="622677486SCHO2" itemprop="name"> SOUTHERN NEW HAMPSHIRE UNIVERSITY (New Hampshire College)</span> <span class="joblocation jobcity" id="622677486SCIT2"> </span> <span class="joblocation jobstate" id="622677486SSTA2"> </span> <span class="joblocation jobstate" id="622677486SCNT2"> </span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="622677486GRPA2"> with Honors</span> </span> <span class="paddedline"> <span class="field" id="622677486FRFM2"> with Honors Office Administration Accounting</span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL622677490" style="padding-top:0px;"> </div> <div class="section" id="SECTION_WRKH622677485" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_WRKH622677485"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622677485_1_405094379" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622677485COMP1" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="622677485JCIT1" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="622677485JSTA1" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="622677485JDES1" itemprop="description"> </span> </span> </div> </div> </div> </div> | FINANCE |
25,330,083 | BUDGET FINANCE SPECIALIST SENIOR Summary Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines. Highlights Financial analysis Complex problem solving Financial reporting expert Account reconciliation Self-motivated professional Revenue/Expenses management UFARS Superior time management PeopleSoft expert Bookkeeping SAP/MS Office Suite (Excel) Budgeting expert Business process improvement School Finances Accomplishments Promoted to senior role with added responsibility of managing 3-person team of Budget/Finance Specialists and 1 Senior Account Clerk Successfully managed aging invoices by reducing the number of invoices from 900 invoices to less than 200 in the work flow within 2 days Improved cost efficiency of School Districts travel system Awarded 5-Star Customer Service by recognizing outstanding customer service that “goes above and beyond normal duties”, acknowledging consistent dedication in support of clients and colleagues Successfully trained account clerks and secretaries in using SAP Experience Company Name October 2007 to Current Budget Finance Specialist Senior City , State Co-supervise and co-lead activities for a team of 3 Budget Finance Specialists and 1 Account Clerk Cadre. Responsible for training any new team members, giving work direction to all team members, lead the team during fiscal budgeting process, ensure fiscal responsibility throughout key areas of organization by reviewing and strengthening efficiencies in financial controls, conducting budget analysis and strategic planning to aid in daily business decisions. Train and advice school officials and administrators on use of public funds and donations to ensure compliance and transparency. Create financial reports and documents to guide and complete the annual budgeting process for upcoming school year and support organizational objectives. Manage 144 funded project accounts (Donations) which generate nearly $12.5 million in revenue annually. Responsible in creating accounts, managing both revenue and expenses, carry over any unspent money from one year to the next, and communicating the appropriate use of funding to the recipients. Manage financial record for 25 schools-provide financial analysis, financial planning and budget oversight to principals in order to effectively make daily operation and annual budgeting decisions. Train clerks and principals on the appropriate usage of public funds, financial management system SAP, and UFARS coding Oversee position control and resolve questions on budget and other financial and technical transactions Work closely with Human Resources regarding positions, salary and confidential employee information Work closely with Procurement on approving and or preparing requisitions to PO and Accounts Payable on resolving payment processing issues Improved cost efficiency of School District's travel system by ensuring accuracy of budget coding, budget availability and authorization. Company Name July 2006 to October 2007 Accounting Specialist III City , State Responsible for daily accounting transactions in the Trust Fee Unit including processing payments sent by trust clients. Diligently monitored accounts and worked closely with internal team members and external stakeholders to reduce account delinquency and by utilizing quick and decisive analytical thinking and extensive research. Produced daily business transactions and monthly financial reports and analysis to upper management for audit and to aid in crucial daily banking operations. Awarded 5-Star Customer Service Award in 2007-recognized outstanding customer service that "goes above and beyond normal duties", acknowledged consistent dedication in support of clients and colleagues. Company Name September 2005 to July 2006 Loan Analyst/Customer Service Representative City , State Reviewed and analyzed financial documents and loan applications for home loans. Verified compliance with federal requirements and ensured conformity to Wells Fargo Funding and investor requirements. Conducted extensive research to support loan decisions and resolved complex issues. Developed "in house" expertise for above-average knowledge of tax penalties and other "fine print" liabilities that were crucial to proper loan administration. Regarded as thorough and courteous professional by peers and clients, known for consistent delivery of high-level customer support particularly through challenging loan applications. Education 2015 Supervisor Training City , State University of Wisconsin 2005 Bachelor of Science : Business Administration-Finance City , State Business Administration-Finance Skills Accounting: Financial Audit, General ledger, AP, Purchasing, Quickbook Finance: Budgeting & forecasting, financial analysis & planning, revenue/expenses management, financial control, process improvement, technical presentations People skills: Customer service oriented, result-oriented and goal driven, attention to detail, flexible, self-motivated, problem solver, team player, dependable, initiative, dedicated, honest, passionate, multi-task | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME616292968" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_616292968_1_400883869" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="616292968FNAM1"> </span> <span> </span> <span class="field" id="616292968LNAM1"> BUDGET FINANCE SPECIALIST SENIOR</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM616292970" style="padding-top:15px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM616292970"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_616292970_1_400883878" style="padding-top:0px;"> <div class="field singlecolumn" id="616292970FRFM1"> <br/> <p align="LEFT"> Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.</p> </div> </div> </div> <div class="section" id="SECTION_HILT616292971" style="padding-top:20px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT616292971"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_616292971_1_400887417" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="616292971SKC11"> <ul> <br/> <li> Financial analysis </li> <li> Complex problem solving</li> <li> Financial reporting expert</li> <li> Account reconciliation</li> <li> Self-motivated professional</li> <li> Revenue/Expenses management</li> <li> UFARS </li> </ul> </td> <td class="field twocol_2" id="616292971SKC21"> <ul> <br/> <li> Superior time management</li> <li> PeopleSoft expert</li> <li> Bookkeeping</li> <li> SAP/MS Office Suite (Excel)</li> <li> Budgeting expert</li> <li> Business process improvement</li> <li> School Finances</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM616293374" style="padding-top:35px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM616293374"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_616293374_1_400892050" style="padding-top:0px;"> <div class="field singlecolumn" id="616293374FRFM1"> <ul> <br/> <li> Promoted to senior role with added responsibility of managing 3-person team of Budget/Finance Specialists and 1 Senior Account Clerk</li> <li> Successfully managed aging invoices by reducing the number of invoices from 900 invoices to less than 200 in the work flow within 2 days</li> <li> Improved cost efficiency of School Districts travel system </li> <li> Awarded 5-Star Customer Service by recognizing outstanding customer service that “goes above and beyond normal duties”, acknowledging consistent dedication in support of clients and colleagues</li> <li> Successfully trained account clerks and secretaries in using SAP</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR616292973" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR616292973"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_616292973_1_400883871" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="616292973COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="616292973JSTD1"> October 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="616292973EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="616292973JTIT1"> Budget Finance Specialist Senior</span> <br/> <span class="joblocation jobcity" id="616292973JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="616292973JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="616292973JDES1" itemprop="description"> <ul> <li> Co-supervise and co-lead activities for a team of 3 Budget Finance Specialists and 1 Account Clerk Cadre.</li> <li> Responsible for training any new team members, giving work direction to all team members, lead the team during fiscal budgeting process, ensure fiscal responsibility throughout key areas of organization by reviewing and strengthening efficiencies in financial controls, conducting budget analysis and strategic planning to aid in daily business decisions.</li> <li> Train and advice school officials and administrators on use of public funds and donations to ensure compliance and transparency.</li> <li> Create financial reports and documents to guide and complete the annual budgeting process for upcoming school year and support organizational objectives.</li> <li> Manage 144 funded project accounts (Donations) which generate nearly $12.5 million in revenue annually.</li> <li> Responsible in creating accounts, managing both revenue and expenses, carry over any unspent money from one year to the next, and communicating the appropriate use of funding to the recipients.</li> <li> Manage financial record for 25 schools-provide financial analysis, financial planning and budget oversight to principals in order to effectively make daily operation and annual budgeting decisions.</li> <li> Train clerks and principals on the appropriate usage of public funds, financial management system SAP, and UFARS coding</li> <li> Oversee position control and resolve questions on budget and other financial and technical transactions </li> <li> Work closely with Human Resources regarding positions, salary and confidential employee information </li> <li> Work closely with Procurement on approving and or preparing requisitions to PO and Accounts Payable on resolving payment processing issues </li> <li> Improved cost efficiency of School District's travel system by ensuring accuracy of budget coding, budget availability and authorization.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_616292973_2_400883872" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:25px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="616292973COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="616292973JSTD2"> July 2006</span> <span> to </span> <span class="jobdates" format="%B %Y" id="616292973EDDT2"> October 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="616292973JTIT2"> Accounting Specialist III</span> <br/> <span class="joblocation jobcity" id="616292973JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="616292973JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="616292973JDES2" itemprop="description"> <ul> <li> Responsible for daily accounting transactions in the Trust Fee Unit including processing payments sent by trust clients.</li> <li> Diligently monitored accounts and worked closely with internal team members and external stakeholders to reduce account delinquency and by utilizing quick and decisive analytical thinking and extensive research.</li> <li> Produced daily business transactions and monthly financial reports and analysis to upper management for audit and to aid in crucial daily banking operations.</li> <li> Awarded 5-Star Customer Service Award in 2007-recognized outstanding customer service that "goes above and beyond normal duties", acknowledged consistent dedication in support of clients and colleagues.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_616292973_3_400883873" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:20px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="616292973COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="616292973JSTD3"> September 2005</span> <span> to </span> <span class="jobdates" format="%B %Y" id="616292973EDDT3"> July 2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="616292973JTIT3"> Loan Analyst/Customer Service Representative</span> <br/> <span class="joblocation jobcity" id="616292973JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="616292973JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="616292973JDES3" itemprop="description"> <ul> <li> Reviewed and analyzed financial documents and loan applications for home loans.</li> <li> Verified compliance with federal requirements and ensured conformity to Wells Fargo Funding and investor requirements.</li> <li> Conducted extensive research to support loan decisions and resolved complex issues.</li> <li> Developed "in house" expertise for above-average knowledge of tax penalties and other "fine print" liabilities that were crucial to proper loan administration.</li> <li> Regarded as thorough and courteous professional by peers and clients, known for consistent delivery of high-level customer support particularly through challenging loan applications.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC616292974" style="padding-top:15px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC616292974"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_616292974_1_400883877" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="616292974SCHO1" itemprop="name"> </span> <span class="datesWrapper"> <span class="jobdates" id="616292974GRYR1"> 2015</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="616292974DGRE1" itemprop="name"> </span> <span class="programline" id="616292974STUY1"> Supervisor Training</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="616292974SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="616292974SSTA1"> State</span> <span class="joblocation jobstate" id="616292974SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="616292974FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_616292974_2_400883875" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="616292974SCHO2" itemprop="name"> University of Wisconsin</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="616292974GRYR2"> 2005</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="616292974DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="616292974STUY2"> Business Administration-Finance</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="616292974SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="616292974SSTA2"> State</span> <span class="joblocation jobstate" id="616292974SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="616292974FRFM2"> <p style="text-align: left;"> Business Administration-Finance</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL616292985" style="padding-top:45px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL616292985"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_616292985_1_400883880" style="padding-top:0px;"> <div class="field singlecolumn" id="616292985FRFM1"> <ul> <br/> <li> Accounting: Financial Audit, General ledger, AP, Purchasing, Quickbook</li> <li> Finance: Budgeting & forecasting, financial analysis & planning, revenue/expenses management, financial control, process improvement, technical presentations</li> <li> People skills: Customer service oriented, result-oriented and goal driven, attention to detail, flexible, self-motivated, problem solver, team player, dependable, initiative, dedicated, honest, passionate, multi-task</li> <br/> <br/> </ul> <br/> </div> </div> </div> </div> | FINANCE |
69,487,178 | FINANCE DIRECTOR AND TREASURER Professional Summary Skills Exceptional interpersonal communication Effective leader Project management Financial management Fiscal budgeting Customer service-oriented Team building Human resources management Work History Finance Director and Treasurer , 09/1998 to 09/2008 Company Name – City , State Supervise all units in the Finance Department including revenue, budget, purchasing, general ledger accounting, accounts payable and receivable, payroll and utility billing. Direct the treasury functions for the City and South County Regional Wastewater Authority (SCRWA), including the preparation and review of periodic investment reports and the oversight of the City's investment portfolio. Performed qualitative and quantitative analysis of alternatives for addressing the City's unfunded pension liability. Review of retroactive payroll calculations for fire, safety and exempt personnel. Coordinate the financial audit. Direct the preparation and comprehensive review of the annual City financial report, SCRWA financial report and the Transportation Development Act report. Review of routine and one-time journal entries, while concluding whether the accounting used was in accordance with governmental accounting standards. Search for potential grants for all departments. Preparation of several operating budgets. Assist in the management and maintenance of public facility and pass-through bonds. Partnered successfully with [departments, clients] to produce [positive outcome] . Initiated rollout of new enterprise software solution for sales reporting. Trained, coached and mentored staff to ensure smooth adoption of new program. Financial Services Officer/Budget Officer , 10/1997 to 09/1998 Company Name – City , State Management of fiscal duties, provision of complex staff assistance to esponsible for all SEC and external financial reporting for Calpine Corporation. Extensive direct experience with the SEC, including correspondences and conference calls with the Division of Corporation Finance, the Office of the Chief Accountant and the Division of Enforcement. Designed, implemented and managed the Sarbanes-Oxley program for the Company's SEC reporting, including controls documentation and coordination with internal and external auditors. Lead role in public filings of senior notes, convertible debt, zero-coupon debentures, lease obligation bonds and equity. Total deal experience of approximately $20 billion. Author and file Forms 10-K, 10-Q, 8-K and related 1934 Act forms. Ensure compliance with international filing requirements. Review stand-alone financial statements for subsidiaries, including an SEC registrant. Assist management in preparing for quarterly analyst calls with comprehensive financial and operating information. Draft quarterly earnings releases and review power point presentations for analyst call presentations. Calculation of earnings per share and other key financial measures on a monthly basis. Support Investor Relations and Public Relations in answering financial questions from institutional and retail investors and the media. Research sensitive accounting issues and provide technical support to corporate accounting group and to regional controllers. Frequent interface with Legal, Human Resources, Financial Planning and Analysis and Treasury/Compliance. Primary contact with external auditors for comfort letters for securities offerings. Management of accounting for interest rate swaps under SFAS 133. Responsible for ensuring consistency of application of capitalized interest under SFAS 34. Responsible for Stock Administration. Senior Auditor , 01/1997 to 03/2000 Company Name – City , State Client base included Education MBA : Business , 2001 California Polytechnic - City , State GPA: Summa Cum Laude Certified Public Accountant, California
California Society of Municipal Financial Officers Member
Finance Committee, South Valley Community Church- Gilroy, CA
Treasurer, Las Madres - Gilroy, CA : Bachelor of Science : Accounting , 2000 California Polytechnic - City , State Skills accounting, Accountant, accounts payable, analyst, approach, billing, bonds, budgets, budget, CA, hardware, Certified Public Accountant, Client, documentation, equity, filing, Finance, Financial, Financial Planning and Analysis, financial reporting, financial statements, Forms, general ledger, grants, Human Resources, Investor Relations, Legal, letters, notes, mergers and acquisitions, Office, power point, payroll, personnel, presentations, Public Relations, purchasing, quantitative analysis, reporting, Research, retail, safety, Sarbanes-Oxley, securities, swaps, technical support, Transportation, Treasury, venture capital, Author | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME509607245" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_509607245_1_332729546"> <div class="name" itemprop="name"> <span class="field" id="509607245FNAM1"> </span> <span> </span> <span class="field" id="509607245LNAM1"> FINANCE DIRECTOR AND TREASURER</span> </div> <div class="lowerborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM509607364" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM509607364"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_509607364_1_332731359"> <div class="field singlecolumn" id="509607364FRFM1"> </div> </div> </div> <div class="section" id="SECTION_HILT509607366" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT509607366"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_509607366_1_332731198"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="509607366SKC11"> <ul> <li> Exceptional interpersonal communication</li> <li> Effective leader</li> <li> Project management</li> <li> Financial management</li> </ul> </td> <td class="field twocol_2" id="509607366SKC21"> <ul> <li> Fiscal budgeting</li> <li> Customer service-oriented</li> <li> Team building</li> <li> Human resources management</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR509607247" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR509607247"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_509607247_1_332729548" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="509607247JTIT1"> Finance Director and Treasurer</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="509607247JSTD1"> 09/1998</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="509607247EDDT1"> 09/2008</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="509607247COMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="509607247JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="509607247JSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="509607247JDES1" itemprop="description"> <ul> <li> Supervise all units in the Finance Department including revenue, budget, purchasing, general ledger accounting, accounts payable and receivable, payroll and utility billing.</li> <li> Direct the treasury functions for the City and South County Regional Wastewater Authority (SCRWA), including the preparation and review of periodic investment reports and the oversight of the City's investment portfolio.</li> <li> Performed qualitative and quantitative analysis of alternatives for addressing the City's unfunded pension liability.</li> <li> Review of retroactive payroll calculations for fire, safety and exempt personnel.</li> <li> Coordinate the financial audit.</li> <li> Direct the preparation and comprehensive review of the annual City financial report, SCRWA financial report and the Transportation Development Act report.</li> <li> Review of routine and one-time journal entries, while concluding whether the accounting used was in accordance with governmental accounting standards.</li> <li> Search for potential grants for all departments.</li> <li> Preparation of several operating budgets.</li> <li> Assist in the management and maintenance of public facility and pass-through bonds.</li> <li> Partnered successfully with <font color="#0000ff"> [departments, clients]</font> to produce <font color="#0000ff"> [positive outcome]</font> .</li> <li> Initiated rollout of new enterprise software solution for sales reporting.</li> <li> Trained, coached and mentored staff to ensure smooth adoption of new program.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_509607247_2_332729549" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="509607247JTIT2"> Financial Services Officer/Budget Officer</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="509607247JSTD2"> 10/1997</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="509607247EDDT2"> 09/1998</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="509607247COMP2" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="509607247JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="509607247JSTA2" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="509607247JDES2" itemprop="description"> <ul> <li> Management of fiscal duties, provision of complex staff assistance to esponsible for all SEC and external financial reporting for Calpine Corporation.</li> <li> Extensive direct experience with the SEC, including correspondences and conference calls with the Division of Corporation Finance, the Office of the Chief Accountant and the Division of Enforcement.</li> <li> Designed, implemented and managed the Sarbanes-Oxley program for the Company's SEC reporting, including controls documentation and coordination with internal and external auditors.</li> <li> Lead role in public filings of senior notes, convertible debt, zero-coupon debentures, lease obligation bonds and equity.</li> <li> Total deal experience of approximately $20 billion.</li> <li> Author and file Forms 10-K, 10-Q, 8-K and related 1934 Act forms.</li> <li> Ensure compliance with international filing requirements.</li> <li> Review stand-alone financial statements for subsidiaries, including an SEC registrant.</li> <li> Assist management in preparing for quarterly analyst calls with comprehensive financial and operating information.</li> <li> Draft quarterly earnings releases and review power point presentations for analyst call presentations.</li> <li> Calculation of earnings per share and other key financial measures on a monthly basis.</li> <li> Support Investor Relations and Public Relations in answering financial questions from institutional and retail investors and the media.</li> <li> Research sensitive accounting issues and provide technical support to corporate accounting group and to regional controllers.</li> <li> Frequent interface with Legal, Human Resources, Financial Planning and Analysis and Treasury/Compliance.</li> <li> Primary contact with external auditors for comfort letters for securities offerings.</li> <li> Management of accounting for interest rate swaps under SFAS 133.</li> <li> Responsible for ensuring consistency of application of capitalized interest under SFAS 34.</li> <li> Responsible for Stock Administration.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_509607247_3_332729550" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="509607247JTIT3"> Senior Auditor</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="509607247JSTD3"> 01/1997</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="509607247EDDT3"> 03/2000</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="509607247COMP3" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="509607247JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="509607247JSTA3" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="509607247JDES3" itemprop="description"> <ul> <li> Client base included</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC509607248" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC509607248"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_509607248_1_332729551" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="509607248DGRE1" itemprop="name"> MBA</span> <span> : </span> <span class="programline" id="509607248STUY1"> Business</span> <span> , </span> <span class="jobdates" id="509607248GRYR1"> 2001</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="509607248SCHO1" itemprop="name"> California Polytechnic </span> <span> - </span> <span class="joblocation jobcity" id="509607248SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="509607248SSTA1"> State</span> <br/> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="509607248GRPA1"> Summa Cum Laude</span> </span> <span class="field" id="509607248FRFM1"> <p> </p> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_509607248_2_332729552" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="509607248DGRE2" itemprop="name"> Certified Public Accountant, California
California Society of Municipal Financial Officers Member
Finance Committee, South Valley Community Church- Gilroy, CA
Treasurer, Las Madres - Gilroy, CA</span> <span> : </span> <span class="programline" id="509607248STUY2"> </span> <span class="jobdates" id="509607248GRYR2"> </span> </span> <span class="field" id="509607248FRFM2"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_509607248_3_332730279" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="509607248DGRE3" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="509607248STUY3"> Accounting</span> <span> , </span> <span class="jobdates" id="509607248GRYR3"> 2000</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="509607248SCHO3" itemprop="name"> California Polytechnic</span> <span> - </span> <span class="joblocation jobcity" id="509607248SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="509607248SSTA3"> State</span> <br/> </span> <span class="field" id="509607248FRFM3"> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL509607249" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL509607249"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_509607249_1_332729553"> <div class="field singlecolumn" id="509607249FRFM1"> accounting, Accountant, accounts payable, analyst, approach, billing, bonds, budgets, budget, CA, hardware, Certified Public Accountant, Client, documentation, equity, filing, Finance, Financial, Financial Planning and Analysis, financial reporting, financial statements, Forms, general ledger, grants, Human Resources, Investor Relations, Legal, letters, notes, mergers and acquisitions, Office, power point, payroll, personnel, presentations, Public Relations, purchasing, quantitative analysis, reporting, Research, retail, safety, Sarbanes-Oxley, securities, swaps, technical support, Transportation, Treasury, venture capital, Author</div> </div> </div> </div> | FINANCE |
86,595,128 | VP OF FINANCE Executive Profile Ambitious Chief Executive Officer who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals. Skill Highlights Small business development Project management Leadership/communication skills Self-motivated Product development Product line expansion Business operations organization Business operations organization Core Accomplishments Increased sales by [Number]% by rolling out a revamped social media marketing initiative. Increased annual revenue from $[Amount] to $[Amount] in just [Number] years. Grew business from [Number] employees to [Number] employees in [Number] years. Garnered more than [Number] excellent performance reviews and testimonials from clients. Professional Experience VP of Finance 01/2014 to Current Company Name City , State Direct the accounting, finance and administrative functions of this newly formed hospitality management company currently overseeing 8 hotels. Delegate with all aspect of monthly forecasting and budget planning for $16M in annual revenues Facilitate Tax Credits & other related incentives for new hotel development with mixed-use developers Assist President of the company to build a experienced hospitality executive team to further relationship with exclusive brands such as Hilton, Marriott and Starwood Hotels Establish new relationships with experienced personnel for efficiency, to increase revenue by 20% per hotel Propose feasibility report to alter strategic initiatives to assist newly acquire assets and distressed assets Reduce average payable liability by $1.2M annually by analyzing exceptions in the procure-to-pay payment process. Managing Partner 06/2012 to 12/2013 Company Name City , State Managed all departments of the newly $5M built hotel on Lake Texoma. Established a business strategy for the ramp up period to optimize revenue to 90% of initial projections. Achieved $1M (76%) in revenue during the first fiscal based on initial projection of a Tier 3 market. Hired and trained 15 new employees of day-to-day 24/7 operation and managed payroll to maximize profitability. Developed new relationship with local business, chamber of commerce, and city officials to help promote tourism within the area. Established strategic rate levels to accommodate different business segments (Corporate, Leisure &Walk-ins) Executed a market plan to create awareness within 30 miles radius to reach casino visitors in nearby city Improved guest satisfaction scores to meet brand standard and achieve 3 star rating with AAA. VP of Finance / Controller 05/2010 to 10/2012 Company Name City , State Direct the accounting, financial planning and analysis, information technology and risk management functions of this $250M privately-held quick service franchise restaurant enterprise with over 200 stores. Utilized financial tools for accounting procedures to understand the business for improvements resulting in new cash management increasing revenue by 27% and reallocation of support resources Eliminated company liability by 65% by using the GAAP freeing up cash flow to invest in infrastructure and brand Implemented a new cloud base technology platform to reduce technology cost by 75% with new vendor partnership Defined the Which Wich business model with ROI and profit maximization to ensure franchisee are setup for success Proposed new strategies and ideas to increase sales that can facilitate extra growth for the company allowing a international expansion plans. Director of Business Operations 04/2005 to 12/2009 Company Name City , State Managed all operational activities of a single hotel location. Established a pricing strategy which gave a competitive advantage over other competitors increasing portfolio revenue by 31% over a span of 3 years Decreased operating expenses by 17% through using resources efficiently and eliminating non-resourceful positions in the staff Expanded sales and marketing efforts to reach a greater demand in the market place Reached a 99.7% customer satisfaction rating by providing additional amenities and services through the hotel Achieved a 95% average occupancy annually for 3 consecutive years. Education MBA : Project, Engineering & Business Management University of Dallas City , State Bachelor of Science : Finance, Accounting & Information Management University of Texas at Dallas City , State Skills accounting, administrative, budget planning, business strategy, cash flow, cash management, competitive, customer satisfaction, finance, financial, financial planning and analysis, forecasting, information technology, marketing, market, enterprise, payroll, personnel, pricing, profit, quick, risk management, sales, strategy, strategic, Tax | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME494791203" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_494791203_1_322738963" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="494791203FNAM1"> </span> <span> </span> <span class="field lName" id="494791203LNAM1"> VP OF FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM494791205" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM494791205"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_494791205_1_322738972" style="
padding-top:0px;
"> <div class="field singlecolumn" id="494791205FRFM1"> <p align="LEFT"> Ambitious Chief Executive Officer who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals.</p> </div> </div> </div> <div class="section" id="SECTION_HILT494791206" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT494791206"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_494791206_1_322744779" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="494791206SKC11"> <ul> <li> Small business development</li> <li> Project management</li> <li> Leadership/communication skills</li> <li> Self-motivated</li> </ul> </td> <td class="field twocol_2" id="494791206SKC21"> <ul> <li> Product development</li> <li> Product line expansion</li> <li> Business operations organization</li> <li> Business operations organization</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM494792262" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM494792262"> Core Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_494792262_1_322745357" style="
padding-top:0px;
"> <div class="field singlecolumn" id="494792262FRFM1"> <ul> <li> Increased sales by [Number]% by rolling out a revamped social media marketing initiative.</li> <li> Increased annual revenue from $[Amount] to $[Amount] in just [Number] years.</li> <li> Grew business from [Number] employees to [Number] employees in [Number] years.</li> <li> Garnered more than [Number] excellent performance reviews and testimonials from clients.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR494791207" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR494791207"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_494791207_1_322738965" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="494791207JTIT1"> VP of Finance</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="494791207JSTD1"> 01/2014</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="494791207EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="494791207COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="494791207JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="494791207JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="494791207JDES1" itemprop="description"> <ul> <li> Direct the accounting, finance and administrative functions of this newly formed hospitality management company currently overseeing 8 hotels.</li> <li> Delegate with all aspect of monthly forecasting and budget planning for $16M in annual revenues Facilitate Tax Credits & other related incentives for new hotel development with mixed-use developers Assist President of the company to build a experienced hospitality executive team to further relationship with exclusive brands such as Hilton, Marriott and Starwood Hotels Establish new relationships with experienced personnel for efficiency, to increase revenue by 20% per hotel Propose feasibility report to alter strategic initiatives to assist newly acquire assets and distressed assets Reduce average payable liability by $1.2M annually by analyzing exceptions in the procure-to-pay payment process.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_494791207_2_322738966" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="494791207JTIT2"> Managing Partner</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="494791207JSTD2"> 06/2012</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="494791207EDDT2"> 12/2013</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="494791207COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="494791207JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="494791207JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="494791207JDES2" itemprop="description"> <ul> <li> Managed all departments of the newly $5M built hotel on Lake Texoma.</li> <li> Established a business strategy for the ramp up period to optimize revenue to 90% of initial projections.</li> <li> Achieved $1M (76%) in revenue during the first fiscal based on initial projection of a Tier 3 market.</li> <li> Hired and trained 15 new employees of day-to-day 24/7 operation and managed payroll to maximize profitability.</li> <li> Developed new relationship with local business, chamber of commerce, and city officials to help promote tourism within the area.</li> <li> Established strategic rate levels to accommodate different business segments (Corporate, Leisure &Walk-ins) Executed a market plan to create awareness within 30 miles radius to reach casino visitors in nearby city Improved guest satisfaction scores to meet brand standard and achieve 3 star rating with AAA.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_494791207_3_322738967" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="494791207JTIT3"> VP of Finance / Controller</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="494791207JSTD3"> 05/2010</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="494791207EDDT3"> 10/2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="494791207COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="494791207JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="494791207JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="494791207JDES3" itemprop="description"> <ul> <li> Direct the accounting, financial planning and analysis, information technology and risk management functions of this $250M privately-held quick service franchise restaurant enterprise with over 200 stores.</li> <li> Utilized financial tools for accounting procedures to understand the business for improvements resulting in new cash management increasing revenue by 27% and reallocation of support resources Eliminated company liability by 65% by using the GAAP freeing up cash flow to invest in infrastructure and brand Implemented a new cloud base technology platform to reduce technology cost by 75% with new vendor partnership Defined the Which Wich business model with ROI and profit maximization to ensure franchisee are setup for success Proposed new strategies and ideas to increase sales that can facilitate extra growth for the company allowing a international expansion plans.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_494791207_4_322738968" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="494791207JTIT4"> Director of Business Operations</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="494791207JSTD4"> 04/2005</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="494791207EDDT4"> 12/2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="494791207COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="494791207JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="494791207JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="494791207JDES4" itemprop="description"> <ul> <li> Managed all operational activities of a single hotel location.</li> <li> Established a pricing strategy which gave a competitive advantage over other competitors increasing portfolio revenue by 31% over a span of 3 years Decreased operating expenses by 17% through using resources efficiently and eliminating non-resourceful positions in the staff Expanded sales and marketing efforts to reach a greater demand in the market place Reached a 99.7% customer satisfaction rating by providing additional amenities and services through the hotel Achieved a 95% average occupancy annually for 3 consecutive years.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC494791208" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC494791208"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_494791208_1_322738969" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="494791208DGRE1" itemprop="name"> MBA</span> <span> : </span> <span class="programline" id="494791208STUY1"> Project, Engineering & Business Management</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="494791208SCHO1" itemprop="name"> University of Dallas</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="494791208SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="494791208SSTA1"> State</span> <span class="joblocation eduCountry" id="494791208SCNT1"> </span> </span> </span> <span class="paddedline"> <span class="field" id="494791208FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_494791208_2_322738970" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="494791208DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="494791208STUY2"> Finance, Accounting & Information Management</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="494791208SCHO2" itemprop="name"> University of Texas at Dallas</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="494791208SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="494791208SSTA2"> State</span> <span class="joblocation eduCountry" id="494791208SCNT2"> </span> </span> </span> <span class="paddedline"> <span class="field" id="494791208FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL494791210" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL494791210"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_494791210_1_322738973" style="
padding-top:0px;
"> <div class="field singlecolumn" id="494791210FRFM1"> <p align="LEFT"> accounting, administrative, budget planning, business strategy, cash flow, cash management, competitive, customer satisfaction, finance, financial, financial planning and analysis, forecasting, information technology, marketing, market, enterprise, payroll, personnel, pricing, profit, quick, risk management, sales, strategy, strategic, Tax</p> </div> </div> </div> </div> | FINANCE |
74,512,244 | FINANCE OFFICE ASSOCIATE Professional Summary Detail-oriented, diligent and accuracy-driven individual with a B.sc in accounting and Ms./MBA degree in finance. In the past years, gained vast experience/skills in office operations with top-notch handling of office communications, logistics and records. In the banking and accounting industry, focused on balancing customer needs and relations while ensuring bank security regulatory requirements and protection protocols. Skills Communication skills, written & verbal Office administration (phones, faxing, filing) Spreadsheet development & management Microsoft Office Suite Customer service Analytical & problem solving Organizational and follow up skills Multi tasking & Time management Invoice Processing- Oracle EBS Reconciliation Work History 04/2021 to Current Finance Office Associate Company Name – City , State Prepared meeting materials and took clear notes to distribute to stakeholders. Collaborated inter-departmentally to assist with workflow and gather reports and data for Assistant Finance Director. Managed over 30 vendors and reconciled invoices when necessary. Restocked supplies and placed purchase orders to maintain adequate stock levels. Developed and maintained spreadsheets in Excel to track and chart information such as Call center reports and Employee Payroll deductions. Coordinated efficient calendars for Account Receivable manager and section heads by factoring in schedule availability and load limitations. Processed invoices and expenses using Oracle EBS to facilitate on-time payment and pass along to Account Payables. Maintained staff directory and company policy handbook for human resources department. Completed clerical tasks such as filing, copying and distributing mail. Arranged rapid office equipment repair and maintenance with vendors. 08/2019 to 12/2020 DEAN'S ASSIOCIATE Company Name – City , State Performed clerical duties, maintain files, and organize documents, photocopy. Provided accurate information in person or by telephone to students, staff, and public applying knowledge of University programs, policies, and procedures. Processes various documents; reviews for accuracy and completion; obtains all necessary signatures; routes to appropriate personnel. Requisitioned supplies, printing, maintenance, equipment, and other services Operates information systems to produce conventional and unconventional correspondence, reports, and forms. Decreased office expenditure by 20% by implementing needed controls on stock/supplies and standardizing ordering procedures Maintains confidentiality in all matters pertaining to the University. Resolved interpersonal conflicts by listening, finding common ground and building relationships. 01/2017 to 03/2018 ASSISTANT CASH OFFICER Company Name – City , State Prepared financial reports relating to invoicing bills, account payables and receivables. Reconcile invoices and identify discrepancies. Obtained documents, clearances, certificates, and approvals from other departments to ensure proper documentation. Managed over 50 customer requests via telephone and email per day. Prioritize and manage own workflow to ensure quality and efficiency (i.e. meet deadlines; be flexible in adjusting to changing work priorities) Strong knowledge and understanding of cash management products, credit process and pricing philosophy Demonstrates innovative approaches to business development and meeting client needs Managed high priority and confidential correspondences (e-mails and phone calls) Sense of urgency when appropriate with a strong commitment to business ethics and audit requirements 07/2015 to 10/2015 COMMERCIAL BANK INTERN Company Name – City , State Open and maintain customer accounts by recording information. Identifying and assessing customers' needs to achieve satisfaction. Managing incoming calls and customer service inquires. Used company's accounting software to verify customer identity before withdrawals were made. Assisted with inter-branch bank reconciliations at the end of each month. Assisted the accounting department in the preparation of documents for audit. Process standard teller transactions for customers including servicing client accounts, cashing checks, balancing cash drawers and correcting discrepancies. Developed research reports and gained experience within the bank's finance, credit risk, commercial lending, consumer lending, mortgage lending, operations, and strategy departments. Engaged colleagues as an efficient branch operational team, balanced daily work, and studied monthly financials. Performed teller functions in accordance with established bank policies, procedures and regulations. Education 12/2020 Master of Science : Finance Webster University - City , State 12/2020 MBA Webster University - City , State 07/2016 Bachelor of Science Accounting : Accounting And Finance Afe Babalola University - City Certifications ORGANIZATION A.S.A – African Students Association Webster University (October 2018 – Present) Position – member ATSWA- Accounting Technician Scheme West Africa (July 2015- present) Position -member Certificate in Leadership development – African Leadership Development (April 2017) ICAN-Institute of Chartered Accountants of Nigeria (2018) | <div class="LCA skn-hrt2 fontsize fontface vmargins hmargins pagesize" id="document"> <div class="section notdraggable firstsection" id="SECTION_NAMEd81d4136-233b-4ab0-8815-0ebd9d3f1df5"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_d81d4136-233b-4ab0-8815-0ebd9d3f1df5_1_0d87292a-b9dc-4fae-a16a-f9eb6414d901" style="padding-top:NaNpx;"> <div class="name" itemprop="name"> <span class="field" id="d81d4136-233b-4ab0-8815-0ebd9d3f1df5FNAM1"> </span> <span> </span> <span class="field" id="d81d4136-233b-4ab0-8815-0ebd9d3f1df5LNAM1"> FINANCE OFFICE ASSOCIATE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM1fb07e87-6df3-4ee6-a17b-fe510881bc2c"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_SUMM1fb07e87-6df3-4ee6-a17b-fe510881bc2c"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1fb07e87-6df3-4ee6-a17b-fe510881bc2c_1_f311dd00-fd73-4da9-b0fb-7d8fd36aab1c" style="padding-top:NaNpx;"> <div class="field singlecolumn" id="1fb07e87-6df3-4ee6-a17b-fe510881bc2cFRFM1"> <p> Detail-oriented, diligent and accuracy-driven individual with a B.sc in accounting and Ms./MBA degree in finance. In the past years, gained vast experience/skills in office operations with top-notch handling of office communications, logistics and records. In the banking and accounting industry, focused on balancing customer needs and relations while ensuring bank security regulatory requirements and protection protocols. </p> </div> </div> </div> <div class="section" id="SECTION_HILTe02a57f3-f0e0-464b-886e-d1555e2b5f92"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_HILTe02a57f3-f0e0-464b-886e-d1555e2b5f92"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_e02a57f3-f0e0-464b-886e-d1555e2b5f92_1_601eddf3-9f41-0b3f-578c-ebb65cc624bd" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="e02a57f3-f0e0-464b-886e-d1555e2b5f92SKC11"> <ul> <li> Communication skills, written & verbal</li> <li> Office administration (phones, faxing, filing)</li> <li> Spreadsheet development & management</li> <li> Microsoft Office Suite</li> <li> Customer service</li> </ul> </td> <td class="field twocol_2" id="e02a57f3-f0e0-464b-886e-d1555e2b5f92SKC21"> <ul> <li> Analytical & problem solving</li> <li> Organizational and follow up skills</li> <li> Multi tasking & Time management</li> <li> Invoice Processing- Oracle EBS</li> <li> Reconciliation</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR7b64a072-1476-4998-9be6-6130e8e294b3"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_EXPR7b64a072-1476-4998-9be6-6130e8e294b3"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_7b64a072-1476-4998-9be6-6130e8e294b3_1_cff59b64-f9b7-1db2-cba4-48d731346d25" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="7b64a072-1476-4998-9be6-6130e8e294b3JSTD1"> 04/2021</span> <span dependency="JSTD+EDDT"> to </span> <span class="jobdates" format="%m/%Y" id="7b64a072-1476-4998-9be6-6130e8e294b3EDDT1"> <span class="jobdates" format="%m/%Y" id="FIELD_EDDT"> Current</span> </span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="7b64a072-1476-4998-9be6-6130e8e294b3JTIT1"> Finance Office Associate</span> <span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="7b64a072-1476-4998-9be6-6130e8e294b3COMP1" itemprop="name"> Company Name</span> <span> <span> – </span> </span> <span class="joblocation jobcity" id="7b64a072-1476-4998-9be6-6130e8e294b3JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="7b64a072-1476-4998-9be6-6130e8e294b3JSTA1" itemprop="addressRegion"> State</span> <span class="joblocation jobcountry" id="7b64a072-1476-4998-9be6-6130e8e294b3JCNT1"> </span> <br/> </span> <span class="jobline" id="7b64a072-1476-4998-9be6-6130e8e294b3JDES1" itemprop="description"> <ul> <li> Prepared meeting materials and took clear notes to distribute to stakeholders.</li> <li> Collaborated inter-departmentally to assist with workflow and gather reports and data for Assistant Finance Director.</li> <li> Managed over 30 vendors and reconciled invoices when necessary.</li> <li> Restocked supplies and placed purchase orders to maintain adequate stock levels.</li> <li> Developed and maintained spreadsheets in Excel to track and chart information such as Call center reports and Employee Payroll deductions.</li> <li> Coordinated efficient calendars for Account Receivable manager and section heads by factoring in schedule availability and load limitations.</li> <li> Processed invoices and expenses using Oracle EBS to facilitate on-time payment and pass along to Account Payables.</li> <li> Maintained staff directory and company policy handbook for human resources department.</li> <li> Completed clerical tasks such as filing, copying and distributing mail.</li> <li> Arranged rapid office equipment repair and maintenance with vendors.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_7b64a072-1476-4998-9be6-6130e8e294b3_2_afbfac5f-983e-42d3-843b-e2f806f59197" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="7b64a072-1476-4998-9be6-6130e8e294b3JSTD2"> 08/2019</span> <span dependency="JSTD+EDDT"> to </span> <span class="jobdates" format="%m/%Y" id="7b64a072-1476-4998-9be6-6130e8e294b3EDDT2"> 12/2020</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="7b64a072-1476-4998-9be6-6130e8e294b3JTIT2"> DEAN'S ASSIOCIATE</span> <span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="7b64a072-1476-4998-9be6-6130e8e294b3COMP2" itemprop="name"> Company Name</span> <span> <span> – </span> </span> <span class="joblocation jobcity" id="7b64a072-1476-4998-9be6-6130e8e294b3JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="7b64a072-1476-4998-9be6-6130e8e294b3JSTA2" itemprop="addressRegion"> State</span> <span class="joblocation jobcountry" id="7b64a072-1476-4998-9be6-6130e8e294b3JCNT2"> </span> <br/> </span> <span class="jobline" id="7b64a072-1476-4998-9be6-6130e8e294b3JDES2" itemprop="description"> <ul> <li> Performed clerical duties, maintain files, and organize documents, photocopy. </li> <li> Provided accurate information in person or by telephone to students, staff, and public applying knowledge of University programs, policies, and procedures. </li> <li> Processes various documents; reviews for accuracy and completion; obtains all necessary signatures; routes to appropriate personnel. </li> <li> Requisitioned supplies, printing, maintenance, equipment, and other services </li> <li> Operates information systems to produce conventional and unconventional correspondence, reports, and forms. </li> <li> Decreased office expenditure by 20% by implementing needed controls on stock/supplies and standardizing ordering procedures </li> <li> Maintains confidentiality in all matters pertaining to the University. </li> <li> Resolved interpersonal conflicts by listening, finding common ground and building relationships. </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_7b64a072-1476-4998-9be6-6130e8e294b3_3_128aa5c8-272e-4a43-b1c3-979c2e28587d" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="7b64a072-1476-4998-9be6-6130e8e294b3JSTD3"> 01/2017</span> <span dependency="JSTD+EDDT"> to </span> <span class="jobdates" format="%m/%Y" id="7b64a072-1476-4998-9be6-6130e8e294b3EDDT3"> 03/2018</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="7b64a072-1476-4998-9be6-6130e8e294b3JTIT3"> ASSISTANT CASH OFFICER</span> <span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="7b64a072-1476-4998-9be6-6130e8e294b3COMP3" itemprop="name"> Company Name</span> <span> <span> – </span> </span> <span class="joblocation jobcity" id="7b64a072-1476-4998-9be6-6130e8e294b3JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="7b64a072-1476-4998-9be6-6130e8e294b3JSTA3" itemprop="addressRegion"> State</span> <span class="joblocation jobcountry" id="7b64a072-1476-4998-9be6-6130e8e294b3JCNT3"> </span> <br/> </span> <span class="jobline" id="7b64a072-1476-4998-9be6-6130e8e294b3JDES3" itemprop="description"> <ul> <li> Prepared financial reports relating to invoicing bills, account payables and receivables. </li> <li> Reconcile invoices and identify discrepancies. </li> <li> Obtained documents, clearances, certificates, and approvals from other departments to ensure proper documentation. </li> <li> Managed over 50 customer requests via telephone and email per day. </li> <li> Prioritize and manage own workflow to ensure quality and efficiency (i.e. meet deadlines; be flexible in adjusting to changing work priorities) </li> <li> Strong knowledge and understanding of cash management products, credit process and pricing philosophy </li> <li> Demonstrates innovative approaches to business development and meeting client needs </li> <li> Managed high priority and confidential correspondences (e-mails and phone calls) </li> <li> Sense of urgency when appropriate with a strong commitment to business ethics and audit requirements </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_7b64a072-1476-4998-9be6-6130e8e294b3_4_888b6d05-7c3c-40a6-94b4-6852ff7f220e" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="7b64a072-1476-4998-9be6-6130e8e294b3JSTD4"> 07/2015</span> <span dependency="JSTD+EDDT"> to </span> <span class="jobdates" format="%m/%Y" id="7b64a072-1476-4998-9be6-6130e8e294b3EDDT4"> 10/2015</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="7b64a072-1476-4998-9be6-6130e8e294b3JTIT4"> COMMERCIAL BANK INTERN</span> <span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="7b64a072-1476-4998-9be6-6130e8e294b3COMP4" itemprop="name"> Company Name</span> <span> <span> – </span> </span> <span class="joblocation jobcity" id="7b64a072-1476-4998-9be6-6130e8e294b3JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="7b64a072-1476-4998-9be6-6130e8e294b3JSTA4" itemprop="addressRegion"> State</span> <span class="joblocation jobcountry" id="7b64a072-1476-4998-9be6-6130e8e294b3JCNT4"> </span> <br/> </span> <span class="jobline" id="7b64a072-1476-4998-9be6-6130e8e294b3JDES4" itemprop="description"> <ul> <li> Open and maintain customer accounts by recording information. </li> <li> Identifying and assessing customers' needs to achieve satisfaction. </li> <li> Managing incoming calls and customer service inquires. </li> <li> Used company's accounting software to verify customer identity before withdrawals were made. </li> <li> Assisted with inter-branch bank reconciliations at the end of each month. </li> <li> Assisted the accounting department in the preparation of documents for audit. </li> <li> Process standard teller transactions for customers including servicing client accounts, cashing checks, balancing cash drawers and correcting discrepancies. </li> <li> Developed research reports and gained experience within the bank's finance, credit risk, commercial lending,<br/> consumer lending, mortgage lending, operations, and strategy departments. </li> <li> Engaged colleagues as an efficient branch operational team, balanced daily work, and studied monthly financials. </li> <li> Performed teller functions in accordance with established bank policies, procedures and regulations. </li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUCb855bcc3-9487-424d-ad47-a4650edab681"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_EDUCb855bcc3-9487-424d-ad47-a4650edab681"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_b855bcc3-9487-424d-ad47-a4650edab681_1_649b48a8-d324-a5a6-6602-cb4238fec235" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span format="%m/%Y" id="b855bcc3-9487-424d-ad47-a4650edab681GRYR1"> 12/2020</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="b855bcc3-9487-424d-ad47-a4650edab681DGRE1" itemprop="name"> Master of Science</span> <span> : </span> <span class="programline" id="b855bcc3-9487-424d-ad47-a4650edab681STUY1"> Finance</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="b855bcc3-9487-424d-ad47-a4650edab681SCHO1" itemprop="name"> Webster University</span> <span> - </span> <span class="joblocation jobcity" id="b855bcc3-9487-424d-ad47-a4650edab681SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="b855bcc3-9487-424d-ad47-a4650edab681SSTA1"> State</span> <br/> </span> <span class="field" id="b855bcc3-9487-424d-ad47-a4650edab681FRFM1"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_b855bcc3-9487-424d-ad47-a4650edab681_2_2a4dc65e-de86-4f14-a53a-e59c996c16ff" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span format="%m/%Y" id="b855bcc3-9487-424d-ad47-a4650edab681GRYR2"> 12/2020</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="b855bcc3-9487-424d-ad47-a4650edab681DGRE2" itemprop="name"> MBA</span> <span class="programline" id="b855bcc3-9487-424d-ad47-a4650edab681STUY2"> </span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="b855bcc3-9487-424d-ad47-a4650edab681SCHO2" itemprop="name"> Webster University</span> <span> - </span> <span class="joblocation jobcity" id="b855bcc3-9487-424d-ad47-a4650edab681SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="b855bcc3-9487-424d-ad47-a4650edab681SSTA2"> State</span> <br/> </span> <span class="field" id="b855bcc3-9487-424d-ad47-a4650edab681FRFM2"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_b855bcc3-9487-424d-ad47-a4650edab681_3_ab43483b-ea1b-412e-b5b6-83d28eeb09e5" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span format="%m/%Y" id="b855bcc3-9487-424d-ad47-a4650edab681GRYR3"> 07/2016</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="b855bcc3-9487-424d-ad47-a4650edab681DGRE3" itemprop="name"> Bachelor of Science Accounting</span> <span> : </span> <span class="programline" id="b855bcc3-9487-424d-ad47-a4650edab681STUY3"> Accounting And Finance</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="b855bcc3-9487-424d-ad47-a4650edab681SCHO3" itemprop="name"> Afe Babalola University</span> <span> - </span> <span class="joblocation jobcity" id="b855bcc3-9487-424d-ad47-a4650edab681SCIT3"> City</span> <span class="joblocation jobstate" id="b855bcc3-9487-424d-ad47-a4650edab681SSTA3"> </span> <br/> </span> <span class="field" id="b855bcc3-9487-424d-ad47-a4650edab681FRFM3"> </span> </div> </div> </div> <div class="section" id="SECTION_CERT99e673b2-43e4-433b-9928-840a59ea92ab"> <div class="heading topborder"> <div class="sectiontitle" id="SECTNAME_CERT99e673b2-43e4-433b-9928-840a59ea92ab"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_99e673b2-43e4-433b-9928-840a59ea92ab_1_2a033e55-3f93-475b-a524-529ee2639f79" style="padding-top:NaNpx;"> <div class="field singlecolumn" id="99e673b2-43e4-433b-9928-840a59ea92abFRFM1"> <p> ORGANIZATION A.S.A – African Students Association Webster University (October 2018 – Present) Position – member </p> <p> ATSWA- Accounting Technician Scheme West Africa (July 2015- present) Position -member </p> <p> Certificate in Leadership development – African Leadership Development (April 2017) </p> <p> ICAN-Institute of Chartered Accountants of Nigeria (2018) </p> </div> </div> </div> </div> | FINANCE |
25,678,238 | DIRECTOR OF FINANCE Skills Leadership/communication skills Business operations organization Budgeting expertise Administrative Skills Account Management Project management Product development Client account management Self-motivated Customer-oriented Work History Company Name Company Name Experience Director of Finance Jan 2017 to Current Company Name - City , State I am responsible for the direction of the Finance Division of HSC Shared Services. I currently supervise a team of three supervisors and six accountants. Unit Business Manager - Intermediate Oct 2011 to Feb 2017 Company Name - City , State responsible for managing the business operations of the department, coordinating the flow of information within the office, facility cores and throughout the membership. acted as office manager, coordinating the work of secretarial and clerical support staff and liaison with other University departments, including Personnel, Affirmative Action, Payroll, Purchasing, and Physical Plant. maintained expenditures, prepared financial records, operating budgets and approved payments. I interviewed, hired, trained, and directed clerical support staff. I worked directly in the development of grant and contract proposals. Unit Business Manager Apr 2010 to Sep 2010 Company Name - City , State I processed payroll records, maintained employee leave records, entered purchase requisitions for equipment and supplies, and reallocated procurement card expenditures. I arranged travel itineraries for the Center Director as well as for guest speakers, Internal and External Advisory Board members and small grant awardees. I prepared reimbursements and honorarium payments, agendas and minutes for various Center meetings, provided tier one computer technology support, maintained software and hardware records, composed routine correspondence and formatted manuscripts and publications in accordance with the editors preferred style. Program Assistant Senior Oct 2007 to Apr 2010 Company Name - City , State I assisted the Center Director by arranging meetings, booking travel, submitting travel reimbursements, coordinating his calendar, answering telephone calls, composing routine correspondence and formatting manuscripts and publications in accordance with the editors preferred style. I provided support to the Center by processing hourly payroll records, maintaining employee leave records, entering purchase requisitions for equipment and supplies, reallocating procurement card expenditures, opening/sorting mail, copying materials, answering/routing telephone calls, arranging travel itineraries for guest speakers, preparing reimbursements and honorarium payments, preparing agendas and minutes for various Center meetings, providing tier one computer technology support, maintaining software and hardware records, and other duties as required by the staff and/or Center members. Service Delivery Coordinator Jan 2006 to Jan 2007 Company Name - City , State I was originally hired in the Centralized Order Entry (COE) department entering new orders or changes to the existing business customer's internetand telephone services. I was also responsible for training new employees to that department. When the company reorganized, the COE department dissolved. I transferred to the billing department. In the billing department, I worked directly with the customers to answer their questions and/or to resolve their complaints. Teacher/Teacher's Aid Jan 2004 to Jan 2007 Company Name - City , State Telephone: (814) 274-4877. I taught Microsoft Office products, such as Excel, Word, Access, Outlook, and Windows, Wilton Cake Decorating and other Adult Education Classes. Secretary/Owner Jan 2000 to Jan 2008 Company Name - City , State I was responsible for receiving and tracking all accounts receivable, accounts payable, all financial reports and taxes using Quick Books Computer Software. I was also responsible for contracting for necessary services and repairs, customer relations, and all managerial paperwork aspects of this business. Owner/Operator Jan 1997 to Jan 2004 Company Name - City , State I was responsible for all aspects of the daily operations of this business. I set up the computer system and maintained all records on Quick Books software. I was also responsible for ordering, maintaining and merchandising inventory, deposits, customer relations, employee scheduling, payroll, all financial aspects including financial reports and taxes. Secretary/State Network Liaison Jan 1996 to Jan 1997 Company Name - City , State I was responsible for secretarial duties including docketing court cases, filing, receiving telephone calls, client correspondence and client relations. I was appointed liaison for setting up the county- wide computers for their new state wide computer system. Secretary Jan 1991 to Jan 1996 Company Name - City , State I was responsible for ordering and maintaining all inventory supply levels, tracking employee benefit time, scheduling business appointments, receiving telephone calls, issuing personnel reports, and general secretarial duties. Executive Secretary Jan 1990 to Jan 1991 Company Name - City , State I was responsible for all billing and tracking of accounts receivable, scheduling business appointments, setting up and maintaining all office computers, all office correspondence, designing and implementing all promotional materials, microfilming and maintaining organization of all office documents, payroll and accounts payable functions. Education and Training Basic Business Courses, Accounting I & II, French I & II, College Prep English June 1988 Liberty High School - City , State Computer Technology and Accounting September 1990 West Virginia Business College Organizational Leadership & learning Leadership & Organizational Development May 2017 University of Louisville Organizational Leadership & learning Leadership & Organizational Development - Cum Laude Master's Degree , Higher Education Administration 2018 University of Louisville Higher Education Administration Skills Accounting I, Accounting, accounts payable, accounts receivable, Basic, billing, budgets, business operations, clerical, hardware, copying, client, client relations, customer relations, designing, direction, English, filing, Finance, financial, financial reports, French I, inventory, Director, sorting mail, managerial, managing, materials, meetings, merchandising, Access, Excel, office, Microsoft Office products, Outlook, Windows, Word, office manager, Order Entry, Payroll, Personnel, procurement, promotional materials, proposals, publications, purchase requisitions, Purchasing, Quick Books, receiving, repairs, routing, scheduling, secretarial, taxes, Telephone, arranging travel | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME1000570874" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_1000570874_1_663381660" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="1000570874FNAM1"> </span> <span> </span> <span class="field" id="1000570874LNAM1"> DIRECTOR OF FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM1000570883" style="padding-top:0px;"> </div> <div class="section" id="SECTION_HILT1000570884" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT1000570884"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1000570884_1_663383805" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="1000570884SKC11"> <ul> <li class=""> Leadership/communication skills</li> <li class=""> Business operations organization</li> <li class=""> Budgeting expertise</li> <li class=""> Administrative Skills</li> <li class=""> Account Management<br/> </li> </ul> </td> <td class="field twocol_2" id="1000570884SKC21"> <ul> <li class=""> Project management</li> <li class=""> Product development</li> <li class=""> Client account management</li> <li class=""> Self-motivated</li> <li class=""> Customer-oriented</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_WRKH1000570878" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_WRKH1000570878"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1000570878_1_663381676" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570878COMP1" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="1000570878JCIT1" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="1000570878JSTA1" itemprop="addressRegion"> </span> <br/> </span> <span class="jobline" id="1000570878JDES1" itemprop="description"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570878_2_663381678" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570878COMP2" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="1000570878JCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="1000570878JSTA2" itemprop="addressRegion"> </span> <br/> </span> <span class="jobline" id="1000570878JDES2" itemprop="description"> </span> </div> </div> </div> <div class="section" id="SECTION_EXPR1000570876" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR1000570876"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1000570876_1_663381664" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT1"> Director of Finance</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD1"> Jan 2017</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT1"> Current</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES1" itemprop="description"> <ul> <li> I am responsible for the direction of the Finance Division of HSC Shared Services.</li> <li> I currently supervise a team of three supervisors and six accountants.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_2_663381665" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT2"> Unit Business Manager - Intermediate</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD2"> Oct 2011</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT2"> Feb 2017</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA2" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES2" itemprop="description"> <ul> <li> responsible for managing the business operations of the department, coordinating the flow of information within the office, facility cores and throughout the membership.</li> <li> acted as office manager, coordinating the work of secretarial and clerical support staff and liaison with other University departments, including Personnel, Affirmative Action, Payroll, Purchasing, and Physical Plant.</li> <li> maintained expenditures, prepared financial records, operating budgets and approved payments.</li> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <div class="newSpan" style="margin-left: -53px;"> </div> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <li> I interviewed, hired, trained, and directed clerical support staff.</li> <li> I worked directly in the development of grant and contract proposals.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_3_663381666" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT3"> Unit Business Manager</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD3"> Apr 2010</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT3"> Sep 2010</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA3" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES3" itemprop="description"> <ul> <li> I processed payroll records, maintained employee leave records, entered purchase requisitions for equipment and supplies, and reallocated procurement card expenditures.</li> <li> I arranged travel itineraries for the Center Director as well as for guest speakers, Internal and External Advisory Board members and small grant awardees.</li> <li> I prepared reimbursements and honorarium payments, agendas and minutes for various Center meetings, provided tier one computer technology support, maintained software and hardware records, composed routine correspondence and formatted manuscripts and publications in accordance with the editors preferred style.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_4_663381667" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT4"> Program Assistant Senior</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD4"> Oct 2007</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT4"> Apr 2010</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA4" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES4" itemprop="description"> <ul> <li> I assisted the Center Director by arranging meetings, booking travel, submitting travel reimbursements, coordinating his calendar, answering telephone calls, composing routine correspondence and formatting manuscripts and publications in accordance with the editors preferred style.</li> <li> I provided support to the Center by processing hourly payroll records, maintaining employee leave records, entering purchase requisitions for equipment and supplies, reallocating procurement card expenditures, opening/sorting mail, copying materials, answering/routing telephone calls, arranging travel itineraries for guest speakers, preparing reimbursements and honorarium payments, preparing agendas and minutes for various Center meetings, providing tier one computer technology support, maintaining software and hardware records, and other duties as required by the staff and/or Center members.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_5_663381669" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT5"> Service Delivery Coordinator</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD5"> Jan 2006</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT5"> Jan 2007</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA5" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES5" itemprop="description"> <ul> <li> I was originally hired in the Centralized Order Entry (COE) department entering new orders or changes to the existing business customer's internetand telephone services.</li> <li> I was also responsible for training new employees to that department.</li> <li> When the company reorganized, the COE department dissolved.</li> <li> I transferred to the billing department.</li> <li> In the billing department, I worked directly with the customers to answer their questions and/or to resolve their complaints.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_6_663381670" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT6"> Teacher/Teacher's Aid</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD6"> Jan 2004</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT6"> Jan 2007</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA6" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES6" itemprop="description"> <ul> <li> Telephone: (814) 274-4877.</li> <li> I taught Microsoft Office products, such as Excel, Word, Access, Outlook, and Windows, Wilton Cake Decorating and other Adult Education Classes.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_7_663381668" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT7"> Secretary/Owner</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD7"> Jan 2000</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT7"> Jan 2008</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP7" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA7" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES7" itemprop="description"> <ul> <li> I was responsible for receiving and tracking all accounts receivable, accounts payable, all financial reports and taxes using Quick Books Computer Software.</li> <li> I was also responsible for contracting for necessary services and repairs, customer relations, and all managerial paperwork aspects of this business.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_8_663381671" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT8"> Owner/Operator</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD8"> Jan 1997</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT8"> Jan 2004</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP8" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT8" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA8" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES8" itemprop="description"> <ul> <li> I was responsible for all aspects of the daily operations of this business.</li> <li> I set up the computer system and maintained all records on Quick Books software.</li> <li> I was also responsible for ordering, maintaining and merchandising inventory, deposits, customer relations, employee scheduling, payroll, all financial aspects including financial reports and taxes.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_9_663381672" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT9"> Secretary/State Network Liaison</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD9"> Jan 1996</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT9"> Jan 1997</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP9" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT9" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA9" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES9" itemprop="description"> <ul> <li> I was responsible for secretarial duties including docketing court cases, filing, receiving telephone calls, client correspondence and client relations.</li> <li> I was appointed liaison for setting up the county- wide computers for their new state wide computer system.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_10_663381673" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT10"> Secretary</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD10"> Jan 1991</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT10"> Jan 1996</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP10" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT10" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA10" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES10" itemprop="description"> <ul> <li> I was responsible for ordering and maintaining all inventory supply levels, tracking employee benefit time, scheduling business appointments, receiving telephone calls, issuing personnel reports, and general secretarial duties.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570876_11_663381674" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1000570876JTIT11"> Executive Secretary</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1000570876JSTD11"> Jan 1990</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1000570876EDDT11"> Jan 1991</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1000570876COMP11" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1000570876JCIT11" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570876JSTA11" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1000570876JDES11" itemprop="description"> <ul> <li> I was responsible for all billing and tracking of accounts receivable, scheduling business appointments, setting up and maintaining all office computers, all office correspondence, designing and implementing all promotional materials, microfilming and maintaining organization of all office documents, payroll and accounts payable functions.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC1000570880" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC1000570880"> Education and Training</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1000570880_1_663381679" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1000570880DGRE1" itemprop="name"> Basic Business Courses, Accounting I & II, French I & II, College Prep English</span> <span class="programline" id="1000570880STUY1"> </span> <span class="datesWrapper"> <span class="jobdates" id="1000570880GRYR1"> June 1988</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1000570880SCHO1" itemprop="name"> Liberty High School</span> <span> - </span> <span class="joblocation jobcity" id="1000570880SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="1000570880SSTA1"> State</span> <span class="joblocation jobstate" id="1000570880SCNT1"> </span> </span> <span class="field" id="1000570880FRFM1"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570880_2_663381681" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1000570880DGRE2" itemprop="name"> Computer Technology and Accounting</span> <span class="programline" id="1000570880STUY2"> </span> <span class="datesWrapper"> <span class="jobdates" id="1000570880GRYR2"> September 1990</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1000570880SCHO2" itemprop="name"> West Virginia Business College</span> <span class="joblocation jobcity" id="1000570880SCIT2"> </span> <span class="joblocation jobstate" id="1000570880SSTA2"> </span> <span class="joblocation jobstate" id="1000570880SCNT2"> </span> </span> <span class="field" id="1000570880FRFM2"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570880_3_663381684" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1000570880DGRE3" itemprop="name"> </span> <span class="programline" id="1000570880STUY3"> Organizational Leadership & learning Leadership & Organizational Development</span> <span class="datesWrapper"> <span class="jobdates" id="1000570880GRYR3"> May 2017</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1000570880SCHO3" itemprop="name"> University of Louisville</span> <span class="joblocation jobcity" id="1000570880SCIT3"> </span> <span class="joblocation jobstate" id="1000570880SSTA3"> </span> <span class="joblocation jobstate" id="1000570880SCNT3"> </span> </span> <span class="field" id="1000570880FRFM3"> Organizational Leadership & learning Leadership & Organizational Development - Cum Laude</span> </div> </div> <div class="paragraph" id="PARAGRAPH_1000570880_4_663381686" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1000570880DGRE4" itemprop="name"> Master's Degree</span> <span> , </span> <span class="programline" id="1000570880STUY4"> Higher Education Administration</span> <span class="datesWrapper"> <span class="jobdates" id="1000570880GRYR4"> 2018</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1000570880SCHO4" itemprop="name"> University of Louisville</span> <span class="joblocation jobcity" id="1000570880SCIT4"> </span> <span class="joblocation jobstate" id="1000570880SSTA4"> </span> <span class="joblocation jobstate" id="1000570880SCNT4"> </span> </span> <span class="field" id="1000570880FRFM4"> Higher Education Administration</span> </div> </div> </div> <div class="section" id="SECTION_SKLL1000570882" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL1000570882"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1000570882_1_663381688" style="padding-top:0px;"> <div class="field singlecolumn" id="1000570882FRFM1"> Accounting I, Accounting, accounts payable, accounts receivable, Basic, billing, budgets, business operations, clerical, hardware, copying, client, client relations, customer relations, designing, direction, English, filing, Finance, financial, financial reports, French I, inventory, Director, sorting mail, managerial, managing, materials, meetings, merchandising, Access, Excel, office, Microsoft Office products, Outlook, Windows, Word, office manager, Order Entry, Payroll, Personnel, procurement, promotional materials, proposals, publications, purchase requisitions, Purchasing, Quick Books, receiving, repairs, routing, scheduling, secretarial, taxes, Telephone, arranging travel</div> </div> </div> <div class="section" id="SECTION_AFIL1000570885" style="padding-top:0px;"> </div> </div> | FINANCE |
38,907,798 | SENIOR FINANCE MANAGER Summary Highly driven finance professional with over 8 years of progressive experience in the advertising and entertainment industry. Extremely proficient with managing month-end, quarter-end, and year-end deadlines. Highlights Staff management/development Balance sheet reconciliations Process improvement Managing audit requests Financial reporting Cash flow analysis Budget development Excellent research and financial analysis abilities Microsoft Excel, Microsoft Word, and Microsoft PowerPoint. Experience with SAP R3/BW, Maconomy, Business Objects, JD Edwards Experience Senior Finance Manager January 2015 to January 2016 Company Name Supervise the media finance, production, client finance, accounts payable and accounts receivable departments. Manage the monthly accounting close and consolidation of monthly reports. Manage the monthly accounting close efficiently and accurately. Prepare monthly financial statements (Balance Sheet, P&L, Cash Flow) & variance analysis for the company. Analyze intercompany transactions and oversee monthly reconciliations. Provide weekly cash flow projections to CFO and manage cash balances with Dir. of Treasury. Manage internal and external audits, ensure good and effective internal controls are in place. Assist in establishing accounting and operational policies/procedures as well as consistent reporting for each department. Assist in leading the implementation of Maconomy system across the office which includes training and streamlining policies. Review and post all entities' journal entries ensuring completeness and accuracy. Ensure that all monthly balance sheet reconciliations are completed and any reconciling items are addressed and resolved. Coordinate and serve as primary contact with Company's external auditors, ensuring that accounting transactions are complete and accurate prior to external audits. Manage internal and external audits, ensure good and effective internal controls are in place. Provide timely reporting to department heads and upper management. Ogilvy Public Relations- Client Finance Manager January 2015 to January 2015 Manage the billing function for the West region. Prepare and provide weekly revenue trending analysis to account teams. Prepare monthly staff utilization/projections reports to senior account leads. Assist account teams with new vendor set-up, vendor invoice processing, and purchase order set-up. Primary point of contact for all A/P inquiries. Conduct timesheet audits and follow up with staff on the submitting and approving of weekly timesheets. Provide ad hoc reports and analysis to account and finance teams. Senior Financial Analyst January 2012 to January 2015 Company Name Validated and approved forecast rate assumptions provided by global procurement team. Prepared weekly market commodity report. Validated market rates used by manufacturing plants. Prepared and analyzed monthly zinc actuals report. Analyzed month-end results against quarterly and yearly forecasts. Prepared presentation decks for forecast meetings. Prepared ad hoc reports as requested by senior managers and executive teams. Senior Financial Analyst January 2008 to January 2012 Company Name Performed revenue analysis, cost analysis, and utilization analysis on a monthly basis and provide reports to Finance Director and CFO. Analyzed financial results against the forecast and prior year results to measure current performance. Reported monthly and year to date figures to the corporate office. Prepared journal entries and schedules for monthly close. Processed invoices, expense reports, and review purchase orders to ensure that all are in line with corporate policies. Processed and manage inter-company invoices and billings. Prepared and reconciled accrual and deferral schedules on a monthly basis. Managed and implemented internal controls within the different departments of the agency. Supported annual audit process by preparing necessary schedules. Education Masters of Business Administration : Auditing & Fraud Examination , December 2011 Argosy University - City , State Auditing & Fraud Examination Fraud Examination: Theories and Methods, Fraud Auditing and Financial Analysis, Internal Auditing and Control Management, Legal Aspects of Fraud, Investigation, and Expert Testimony Bachelor of Science : Corporate Finance & Advertising and Promotion Strategy , May 2006 University of Southern California - City , State Corporate Finance & Advertising and Promotion Strategy Skills accounting, accounts payable, accounts receivable, accrual, ad, A/P, agency, Auditing, Balance sheet, billing, billings, Budget development, Business Objects, Cash flow analysis, Cash Flow, cash flow projections, cost analysis, client, expense reports, external audits, Finance, financial, Financial Analysis, Financial reporting, financial statements, Internal Auditing, invoice processing, JD Edwards, Legal, Director, Managing, market, meetings, Microsoft Excel, office, Microsoft PowerPoint, Microsoft Word, policies, Process improvement, procurement, reconciling, reporting, research, SAP R3, Staff management/development, Treasury, variance analysis | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME914437126" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_914437126_1_600394688" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="914437126FNAM1"> </span> <span> </span> <span class="field" id="914437126LNAM1"> SENIOR FINANCE MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM914437137" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM914437137"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_914437137_1_600394699" style="padding-top:0px;"> <div class="field singlecolumn" id="914437137FRFM1"> Highly driven finance professional with over 8 years of progressive experience in the advertising and entertainment industry. Extremely proficient with managing month-end, quarter-end, and year-end deadlines.</div> </div> </div> <div class="section" id="SECTION_HILT914437138" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT914437138"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_914437138_1_600394700" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="914437138SKC11"> <ul> <li> Staff management/development</li> <li> Balance sheet reconciliations</li> <li> Process improvement</li> <li> Managing audit requests</li> <li> Financial reporting</li> <li> Cash flow analysis</li> <li> Budget development</li> <li> Excellent research and financial analysis abilities Microsoft Excel, Microsoft Word, and Microsoft PowerPoint. Experience with SAP R3/BW, Maconomy, Business Objects, JD Edwards</li> </ul> </td> <td class="field twocol_2 charspace" id="914437138SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM914437538" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR914437128" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR914437128"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_914437128_1_600394690" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="914437128JTIT1"> Senior Finance Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="914437128JSTD1"> January 2015</span> <span> to </span> <span class="jobdates" format="%B %Y" id="914437128EDDT1"> January 2016</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="914437128COMP1" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="914437128JCIT1" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="914437128JSTA1" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="914437128JDES1" itemprop="description"> <ul> <li> Supervise the media finance, production, client finance, accounts payable and accounts receivable departments.</li> <li> Manage the monthly accounting close and consolidation of monthly reports.</li> <li> Manage the monthly accounting close efficiently and accurately.</li> <li> Prepare monthly financial statements (Balance Sheet, P&L, Cash Flow) & variance analysis for the company.</li> <li> Analyze intercompany transactions and oversee monthly reconciliations.</li> <li> Provide weekly cash flow projections to CFO and manage cash balances with Dir.</li> <li> of Treasury.</li> <li> Manage internal and external audits, ensure good and effective internal controls are in place.</li> <li> Assist in establishing accounting and operational policies/procedures as well as consistent reporting for each department.</li> <li> Assist in leading the implementation of Maconomy system across the office which includes training and streamlining policies.</li> <li> Review and post all entities' journal entries ensuring completeness and accuracy.</li> <li> Ensure that all monthly balance sheet reconciliations are completed and any reconciling items are addressed and resolved.</li> <li> Coordinate and serve as primary contact with Company's external auditors, ensuring that accounting transactions are complete and accurate prior to external audits.</li> <li> Manage internal and external audits, ensure good and effective internal controls are in place.</li> <li> Provide timely reporting to department heads and upper management.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_914437128_2_600394692" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="914437128JTIT2"> Ogilvy Public Relations- Client Finance Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="914437128JSTD2"> January 2015</span> <span> to </span> <span class="jobdates" format="%B %Y" id="914437128EDDT2"> January 2015</span> </span> </span> <span class="paddedline"> <span class="jobline" id="914437128JDES2" itemprop="description"> <ul> <li> Manage the billing function for the West region.</li> <li> Prepare and provide weekly revenue trending analysis to account teams.</li> <li> Prepare monthly staff utilization/projections reports to senior account leads.</li> <li> Assist account teams with new vendor set-up, vendor invoice processing, and purchase order set-up.</li> <li> Primary point of contact for all A/P inquiries.</li> <li> Conduct timesheet audits and follow up with staff on the submitting and approving of weekly timesheets.</li> <li> Provide ad hoc reports and analysis to account and finance teams.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_914437128_3_600394694" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="914437128JTIT3"> Senior Financial Analyst</span> <br/> <span> <span class="jobdates" format="%B %Y" id="914437128JSTD3"> January 2012</span> <span> to </span> <span class="jobdates" format="%B %Y" id="914437128EDDT3"> January 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="914437128COMP3" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="914437128JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="914437128JSTA3" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="914437128JDES3" itemprop="description"> <ul> <li> Validated and approved forecast rate assumptions provided by global procurement team.</li> <li> Prepared weekly market commodity report.</li> <li> Validated market rates used by manufacturing plants.</li> <li> Prepared and analyzed monthly zinc actuals report.</li> <li> Analyzed month-end results against quarterly and yearly forecasts.</li> <li> Prepared presentation decks for forecast meetings.</li> <li> Prepared ad hoc reports as requested by senior managers and executive teams.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_914437128_4_600394695" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="914437128JTIT4"> Senior Financial Analyst</span> <br/> <span> <span class="jobdates" format="%B %Y" id="914437128JSTD4"> January 2008</span> <span> to </span> <span class="jobdates" format="%B %Y" id="914437128EDDT4"> January 2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="914437128COMP4" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="914437128JCIT4" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="914437128JSTA4" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="914437128JDES4" itemprop="description"> <ul> <li> Performed revenue analysis, cost analysis, and utilization analysis on a monthly basis and provide reports to Finance Director and CFO.</li> <li> Analyzed financial results against the forecast and prior year results to measure current performance.</li> <li> Reported monthly and year to date figures to the corporate office.</li> <li> Prepared journal entries and schedules for monthly close.</li> <li> Processed invoices, expense reports, and review purchase orders to ensure that all are in line with corporate policies.</li> <li> Processed and manage inter-company invoices and billings.</li> <li> Prepared and reconciled accrual and deferral schedules on a monthly basis.</li> <li> Managed and implemented internal controls within the different departments of the agency.</li> <li> Supported annual audit process by preparing necessary schedules.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC914437129" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC914437129"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_914437129_1_600394696" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="914437129DGRE1" itemprop="name"> Masters of Business Administration</span> <span> : </span> <span class="programline" dependency="STUY" id="914437129STUY1"> Auditing & Fraud Examination</span> <span> , </span> <span class="jobdates" id="914437129GRYR1"> December 2011</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="914437129SCHO1" itemprop="name"> Argosy University</span> <span> - </span> <span class="joblocation jobcity" id="914437129SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="914437129SSTA1"> State</span> <span class="joblocation jobstate" id="914437129SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="914437129FRFM1"> Auditing & Fraud Examination</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_914437129_2_600394697" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="914437129DGRE2" itemprop="name"> Fraud Examination: Theories and Methods, Fraud Auditing and Financial Analysis, Internal Auditing and Control Management, Legal Aspects of Fraud, Investigation, and Expert Testimony</span> <span class="programline" dependency="STUY" id="914437129STUY2"> </span> <span class="jobdates" id="914437129GRYR2"> </span> </span> <span class="paddedline"> <span class="field" id="914437129FRFM2"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_914437129_3_600394698" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="914437129DGRE3" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" dependency="STUY" id="914437129STUY3"> Corporate Finance & Advertising and Promotion Strategy</span> <span> , </span> <span class="jobdates" id="914437129GRYR3"> May 2006</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="914437129SCHO3" itemprop="name"> University of Southern California</span> <span> - </span> <span class="joblocation jobcity" id="914437129SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="914437129SSTA3"> State</span> <span class="joblocation jobstate" id="914437129SCNT3"> </span> </span> <span class="paddedline"> <span class="field" id="914437129FRFM3"> Corporate Finance & Advertising and Promotion Strategy</span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL914437140" style="padding-top:0px;"> </div> <div class="section" id="SECTION_SKLL914437139" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL914437139"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_914437139_1_600394701" style="padding-top:0px;"> <div class="field singlecolumn" id="914437139FRFM1"> accounting, accounts payable, accounts receivable, accrual, ad, A/P, agency, Auditing, Balance sheet, billing, billings, Budget development, Business Objects, Cash flow analysis, Cash Flow, cash flow projections, cost analysis, client, expense reports, external audits, Finance, financial, Financial Analysis, Financial reporting, financial statements, Internal Auditing, invoice processing, JD Edwards, Legal, Director, Managing, market, meetings, Microsoft Excel, office, Microsoft PowerPoint, Microsoft Word, policies, Process improvement, procurement, reconciling, reporting, research, SAP R3, Staff management/development, Treasury, variance analysis</div> </div> </div> </div> | FINANCE |
58,165,257 | FINANCE BUSINESS PARTNER Summary Strategic and analytical finance professional with 6+ years of success in financial planning and analysis. Highly motivated Finance Business Partner who thrives in dynamic environments. Excellent financial reporting, budget forecasting and and relationship-building skills. Highlights SAP Business Intelligence, Business Planning Consolidation, Capital IQ, Thomson ONE, Bloomberg, Microsoft Office, Host Analytics Accomplishments Led the implementation of new financial planning tool, Integrated Planning, to allow for more efficient and accurate planning Experience 06/2015 to Current Finance Business Partner Company Name - City , State Led and managed team in providing strategic insights into Americas DTC (ecommerce and retail) and eyewear product business lines, increasing visibility to the business and building models that analyzed potential growth opportunities and their financial impact, such as:. Cannibalization and margin impact of opening up distribution to new wholesale customers,. Analyzing the economics of licensing one of the company's product lines. Online loyalty program contribution models. Off-price liquidation strategy determining a tiered sell-off prioritization, with consideration of brand dilution, that resulted in incremental margin dollars. Worked directly with GM of Americas and VP of Retail to develop 5-year retail long range strategic plan, building out pro formas and capital expenditure requirements for four different store concepts that served as guidelines for real estate selection and store builds; Highlighted operational efficiencies that would allow the channel to build out a sustainable growth model. Led finance function in designing and building integrated planning solution in SAP Business Intelligence, working cross-functionally with IT team, to meet time-sensitive deadline; Added planning capabilities, such as relevant reference data and push-down capability, increasing efficiency of planning process and input of final forecast data into financial planning system; Emphasized region, channel and product profitability, the first time the company was given that level of visibility; As knowledge expert, trained FP&A team on how to effectively use tool and documented entire financial planning process. Helped in the re-design of monthly financial reporting package, providing timely and consistent insight into the business to Board of Directors and Leadership team through improved visibility into sales, margin, SG&A and profitability of business units along with three statement (P/L, balance sheet and cash flow) snapshots; Helped drive monthly close from 10 to 5 days, working collaboratively with accounting team to tighten up AP and accrual processes through adoption of finance calendar. Performed detailed and change-inducing ad-hoc analysis, including proactively undertaking a comprehensive data-driven material ID project, which analyzed entire footwear line by width and depth which resulted in decision whether consolidate and tighten the product line; Integrated data from multiple financial and information systems to improve organizational decision-making, including margin analysis to calculate profitability of new and existing product lines, resulting in increased focus on core product by providing visibility of non-productive product lines. 06/2012 to 06/2015 Financial Analyst Worked collaboratively with budget managers to plan annual budgets, quarterly and rolling forecasts for Americas DTC sales channels and back office functions, building out full projected profit/loss statements with dilution factors; assisted in calculation/projection of consolidated income statement and validated accuracy and reasonableness of forecasts. Established strong working relationships with budget managers, meeting monthly to present profit/loss statements and budget versus actual analysis to review results, identify potential risks, opportunities and potential cost savings measures in order to effectively manage resources across the organization. Contributed to key aspects of leveraged buyout of TOMS to Bain Capital, including due diligence of historical financials and building out detailed centralized sales database. 01/2012 to 06/2012 Analyst Company Name - City , State Performed closed shop analysis for 55 U.S. malls in Westfield portfolio and analyzed leasing revenue and costs for recenetly vacated spots and new tenants moving in. 06/2011 to 10/2011 Analyst Company Name - City , State Performed research and analysis on various industries and markets and compiled data into publication format for delivery to over 40,000 firm clients, including C-level executives, financial professionals and industry analysts. Education University of Southern California - City , State May 2010 Bachelor of Science : Business Administration Finance Marshall School of Business Business Administration Finance Interests Alpha Kappa Psi Professional Fraternity, Nutrition/Health, Sports, Traveling, Reading Skills accounting, accrual, ad, AP, balance sheet, Bloomberg, budgets, budget, Business Intelligence, Business Planning, C, cash flow, clients, database, decision-making, delivery, designing, due diligence, ecommerce, economics, finance, financials, financial, financial planning, FP&A, financial reporting, focus, information systems, IQ, Leadership, Microsoft Office, office, organizational, processes, profit, publication, real estate, research, Retail, sales, SAP, strategy, strategic Additional Information Activities and Interests: Alpha Kappa Psi Professional Fraternity, Nutrition/Health, Sports, Traveling, Reading | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME898336827" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_898336827_1_589003876" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field fName" id="898336827FNAM1"> </span> <span> </span> <span class="field" id="898336827LNAM1"> FINANCE BUSINESS PARTNER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM898336835" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM898336835"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_898336835_1_589005989" style="padding-top:0px;"> <div class="field singlecolumn noPind" id="898336835FRFM1"> <span class=""> Strategic and analytical finance professional with 6+ years of success in financial planning and analysis. </span> <span class=""> Highly motivated <font color="#000" style="color: rgb(0, 0, 0);"> Finance Business Partner</font> who thrives in dynamic environments. Excellent financial reporting, budget forecasting and and relationship-building skills.</span> </div> </div> </div> <div class="section" id="SECTION_HILT898336832" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT898336832"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_898336832_1_589003885" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="898336832SKC11"> SAP Business Intelligence, Business Planning Consolidation, Capital IQ, Thomson ONE, Bloomberg, Microsoft Office, Host Analytics</td> <td class="field twocol_2" id="898336832SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM898337062" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM898337062"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_898337062_1_589006791" style="padding-top:0px;"> <div class="field singlecolumn" id="898337062FRFM1"> <span class=""> Led the implementation of new financial planning tool, Integrated Planning, to allow for more efficient and accurate planning </span> </div> </div> </div> <div class="section" id="SECTION_EXPR898336829" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR898336829"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_898336829_1_589003878" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="898336829JSTD1"> 06/2015</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="898336829EDDT1"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="898336829JTIT1"> Finance Business Partner</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="898336829COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="898336829JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="898336829JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="898336829JDES1" itemprop="description"> <ul> <li> Led and managed team in providing strategic insights into Americas DTC (ecommerce and retail) and eyewear product business lines, increasing visibility to the business and building models that analyzed potential growth opportunities and their financial impact, such as:.</li> <li> Cannibalization and margin impact of opening up distribution to new wholesale customers,.</li> <li> Analyzing the economics of licensing one of the company's product lines.</li> <li> Online loyalty program contribution models.</li> <li> Off-price liquidation strategy determining a tiered sell-off prioritization, with consideration of brand dilution, that resulted in incremental margin dollars.</li> <li> Worked directly with GM of Americas and VP of Retail to develop 5-year retail long range strategic plan, building out pro formas and capital expenditure requirements for four different store concepts that served as guidelines for real estate selection and store builds; Highlighted operational efficiencies that would allow the channel to build out a sustainable growth model.</li> <li> Led finance function in designing and building integrated planning solution in SAP Business Intelligence, working cross-functionally with IT team, to meet time-sensitive deadline; Added planning capabilities, such as relevant reference data and push-down capability, increasing efficiency of planning process and input of final forecast data into financial planning system; Emphasized region, channel and product profitability, the first time the company was given that level of visibility; As knowledge expert, trained FP&A team on how to effectively use tool and documented entire financial planning process.</li> <li> Helped in the re-design of monthly financial reporting package, providing timely and consistent insight into the business to Board of Directors and Leadership team through improved visibility into sales, margin, SG&A and profitability of business units along with three statement (P/L, balance sheet and cash flow) snapshots; Helped drive monthly close from 10 to 5 days, working collaboratively with accounting team to tighten up AP and accrual processes through adoption of finance calendar.</li> <li> Performed detailed and change-inducing ad-hoc analysis, including proactively undertaking a comprehensive data-driven material ID project, which analyzed entire footwear line by width and depth which resulted in decision whether consolidate and tighten the product line; Integrated data from multiple financial and information systems to improve organizational decision-making, including margin analysis to calculate profitability of new and existing product lines, resulting in increased focus on core product by providing visibility of non-productive product lines.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_898336829_2_589003879" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="898336829JSTD2"> 06/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="898336829EDDT2"> 06/2015</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="898336829JTIT2"> Financial Analyst</span> </span> <span class="paddedline"> <span class="jobline" id="898336829JDES2" itemprop="description"> <ul> <li> Worked collaboratively with budget managers to plan annual budgets, quarterly and rolling forecasts for Americas DTC sales channels and back office functions, building out full projected profit/loss statements with dilution factors; assisted in calculation/projection of consolidated income statement and validated accuracy and reasonableness of forecasts.</li> <li> Established strong working relationships with budget managers, meeting monthly to present profit/loss statements and budget versus actual analysis to review results, identify potential risks, opportunities and potential cost savings measures in order to effectively manage resources across the organization.</li> <li> Contributed to key aspects of leveraged buyout of TOMS to Bain Capital, including due diligence of historical financials and building out detailed centralized sales database.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_898336829_3_589003880" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="898336829JSTD3"> 01/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="898336829EDDT3"> 06/2012</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="898336829JTIT3"> Analyst</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="898336829COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="898336829JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="898336829JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="898336829JDES3" itemprop="description"> <ul> <li> Performed closed shop analysis for 55 U.S.</li> <li> malls in Westfield portfolio and analyzed leasing revenue and costs for recenetly vacated spots and new tenants moving in.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_898336829_4_589003881" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="898336829JSTD4"> 06/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="898336829EDDT4"> 10/2011</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="898336829JTIT4"> Analyst</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="898336829COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="898336829JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="898336829JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="898336829JDES4" itemprop="description"> <ul> <li> Performed research and analysis on various industries and markets and compiled data into publication format for delivery to over 40,000 firm clients, including C-level executives, financial professionals and industry analysts.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC898336830" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC898336830"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_898336830_1_589003882" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="898336830GRYR1"> </span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="898336830SCHO1" itemprop="name"> University of Southern California</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="898336830SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="898336830SSTA1"> State</span> <span class="joblocation jobstate" id="898336830SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="898336830FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_898336830_2_589003883" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="898336830GRYR2"> May 2010</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="898336830DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="898336830STUY2"> Business Administration Finance</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="898336830SCHO2" itemprop="name"> Marshall School of Business</span> <span class="joblocation jobcity" id="898336830SCIT2"> </span> <span class="joblocation jobstate" id="898336830SSTA2"> </span> <span class="joblocation jobstate" id="898336830SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="898336830FRFM2"> Business Administration Finance</span> </span> </div> </div> </div> <div class="section" id="SECTION_INTR898336831" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_INTR898336831"> Interests</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_898336831_1_589003884" style="padding-top:0px;"> <div class="field singlecolumn" id="898336831FRFM1"> Alpha Kappa Psi Professional Fraternity, Nutrition/Health, Sports, Traveling, Reading</div> </div> </div> <div class="section" id="SECTION_SKLL898336833" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL898336833"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_898336833_1_589003886" style="padding-top:0px;"> <div class="field singlecolumn" id="898336833FRFM1"> accounting, accrual, ad, AP, balance sheet, Bloomberg, budgets, budget, Business Intelligence, Business Planning, C, cash flow, clients, database, decision-making, delivery, designing, due diligence, ecommerce, economics, finance, financials, financial, financial planning, FP&A, financial reporting, focus, information systems, IQ, Leadership, Microsoft Office, office, organizational, processes, profit, publication, real estate, research, Retail, sales, SAP, strategy, strategic</div> </div> </div> <div class="section" id="SECTION_ADDI898336834" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ADDI898336834"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_898336834_1_589003887" style="padding-top:0px;"> <div class="field singlecolumn" id="898336834FRFM1"> <ul> <li> Activities and Interests: Alpha Kappa Psi Professional Fraternity, Nutrition/Health, Sports, Traveling, Reading</li> </ul> </div> </div> </div> </div> | FINANCE |
93,653,247 | DIRECTOR OF FINANCE Summary Program Manager / PMO Director Dynamic, versatile, hands-on Program Manager who leads teams to design and implement successful IT projects that align business and IT objectives and deliver rapid results Project Management | Strategic Planning | PMO Management Energetic, trusted, and detail-oriented Senior Program Manager and strategic solutions provider with outstanding project management and conflict management skills. Hand-picked by executive team to turn around underperforming programs; accomplished leader known and respected for leading successful change in projects and building credibility with executive teams and staff. Solutions driver who bridges the gap between business and technology with expertise in managing complex programs and multiple concurrent projects. Directs PMO teams to develop high-quality programs that solve business problems and provide tangible results for enterprise-level financial systems and legacy workflow systems. Conflict Management Turnaround Operations Staffing & Resource Management Risk & Issue Management Financial Modeling & Analysis Agile & Waterfall Methodologies Cost/Benefit Analysis Change Management Stakeholder Management Accomplishments SENIOR FINANCIAL ANALYST / IT PROJECT / PROGRAM CONSULTANT Business Case Management | Sarbanes-Oxley | Process Improvement Directed IT financial planning and analysis for a $120-million department--developed business cases, mitigated risks, and managed forecasting, operations, and budgets. Led all IT audits for Sarbanes-Oxley documentation and testing, as well process improvement initiatives. Improved Project Management processes through the implementation of a new business case template--enhanced project visibility to determine project status for Executive decision-making. Increased financial planning process effectiveness by 35% through the development and implementation of a capital budget cycle that ensured the accuracy and data integrity of all financial transactions. FINANCIAL MANAGEMENT ROLES: Children Toys, Inc. 2005) Directed global planning and analysis for a real estate and IT portfolio of $550-million that included capital investments and post-spending analysis. Minolta Corporation (2004) Managed budgets, forecasting, and business case modeling initiatives for North American operations; improved 120 business processes that boosted productivity levels by 40% in only five months. Light Technologies, Inc.; Sprain, NJ (1995--2003) MANAGER, PROGRAM MANAGEMENT Multibillion-Dollar Budgets | Program Management | Cost Savings Managed all IT planning, forecasting, and business case management for the largest division at Light Technologies--a $5-billion department; directed multibillion-dollar budgets, reporting, investment analysis, metrics development, and software implementation. Captured $70-million in cost savings per year through implementation of a reverse logistics programs--reverse engineered the entire supply chain and reduced inefficiencies. Led initiatives for business cases of more than 350 projects within 80 programs ranging from manufacturing, IT services, to wireless strategy. Pioneered vision and implementation of a new IT financial analysis and internal project tracking process for four large IT departments including Business Communication Services IT, Manufacturing IT, and Services IT. Managed projects with varying levels of complexity and identified and mitigated potential risks; developed requirements, managed change control, and tracked schedules and cost performance while ensuring project activities aligned with business objectives. Early Career: Manager of Planning and Analysis, Phone Global Corporation. Experience Jan 2007 to Jan 2010 Company Name - City , State Led multi-functional technology teams and key contributor and mentor for a PMO office with up to 80 resources; managed development of innovative software systems and applications. Directed all services, resources, and project plans for major scalable enterprise solutions supporting $1.2-billion with unique ability to drive transformational change in both business and technology leadership roles. Provided business analysis for projects of up to $150-million that included requirements, success criteria, milestones, Key Performance indicators (KPIs), and Work Breakdown Structures. DIRECTOR OF FINANCE Jan 2011 to Current Company Name - City , State PMO Start-Up | Contract Management | PMO Management Trusted Financial Executive with CFO- and CIO-level responsibilities; adds transparency to IT and financial operations while adapting financial strategy to organizational goals. Program Manager over all IT projects--manage workloads, define deliverables, hire and mentor resources, conduct performance reviews, and ensure compliance with established PMO processes. Direct business forecasting and financial analysis activities and identify opportunities and risks along with action plans to ensure attainment of financial goals. Spearheaded the development of the first-ever Program Management Office; defined project management processes, including those related to requirements management, change control, and user acceptance testing. Captured 60% savings in projects costs in only five months--reengineered project plan and renegotiated contracts with new vendors; enhanced quality assurance and maintained timelines. Reengineered vendor policy to enhance quality assurance and to identify risks and issues at earlier stages during the project; manage contracts for all IT vendors including website development, hosting, IT operations, and IT applications development. VP Jan 2010 to Jan 2012 Company Name - City , State Off-Shore Project Management | Multimillion-Dollar Budgets | Global PMO Staff Top-performing Program Manager consistently sought out to reengineer troubled projects. Managed PMO staff in a matrix reporting structure consisting of 44 Global Project Managers and a department budget of $15-million. Managed all projects, budgets, and strategic analysis for all programs. Prescribed solutions that provided quick ROI for maximum revenue productivity, service optimization, and system flexibility. Directed programs with up to 70 infrastructure and application projects--implemented vendor and financial strategies that improved project planning and reduced costs by 60% in only five months. Education Master of Business Administration , Business Economics/Finance State University - City , State Business Economics/Finance Bachelor of Science , Finance/Accounting Hoboken State University - City , State Finance/Accounting Skills Budgets, budget, business analysis, contracts, Contract Management, Financial, forecasting and financial, financial operations, functional, leadership, mentor, Office, enterprise, optimization, organizational, performance reviews, processes, Program Management, Project Management, project planning, project plans, quality assurance, quick, reporting, strategy, strategic analysis, unique, website development | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME805082363" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_805082363_1_522972197" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="805082363FNAM1"> </span> <span> </span> <span class="field" id="805082363LNAM1"> DIRECTOR OF FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM805082365" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM805082365"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_805082365_1_522972206" style="padding-top:0px;"> <div class="field singlecolumn" id="805082365FRFM1"> Program Manager / PMO Director Dynamic, versatile, hands-on Program Manager who leads teams to design and implement successful IT projects that align business and IT objectives and deliver rapid results Project Management | Strategic Planning | PMO Management Energetic, trusted, and detail-oriented Senior Program Manager and strategic solutions provider with outstanding project management and conflict management skills. Hand-picked by executive team to turn around underperforming programs; accomplished leader known and respected for leading successful change in projects and building credibility with executive teams and staff. Solutions driver who bridges the gap between business and technology with expertise in managing complex programs and multiple concurrent projects. Directs PMO teams to develop high-quality programs that solve business problems and provide tangible results for enterprise-level financial systems and legacy workflow systems. Conflict Management Turnaround Operations Staffing & Resource Management Risk & Issue Management Financial Modeling & Analysis Agile & Waterfall Methodologies Cost/Benefit Analysis Change Management Stakeholder Management</div> </div> </div> <div class="section" id="SECTION_HILT805082366" style="padding-top:0px;"> </div> <div class="section" id="SECTION_ACCM805082369" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_ACCM805082369"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_805082369_1_522972203" style="padding-top:0px;"> <div class="field singlecolumn" id="805082369FRFM1"> <ul> <li> SENIOR FINANCIAL ANALYST / IT PROJECT / PROGRAM CONSULTANT Business Case Management | Sarbanes-Oxley | Process Improvement Directed IT financial planning and analysis for a $120-million department--developed business cases, mitigated risks, and managed forecasting, operations, and budgets.</li> <li> Led all IT audits for Sarbanes-Oxley documentation and testing, as well process improvement initiatives.</li> <li> Improved Project Management processes through the implementation of a new business case template--enhanced project visibility to determine project status for Executive decision-making.</li> <li> Increased financial planning process effectiveness by 35% through the development and implementation of a capital budget cycle that ensured the accuracy and data integrity of all financial transactions.</li> <li> FINANCIAL MANAGEMENT ROLES: Children Toys, Inc.</li> <li> 2005) Directed global planning and analysis for a real estate and IT portfolio of $550-million that included capital investments and post-spending analysis.</li> <li> Minolta Corporation (2004) Managed budgets, forecasting, and business case modeling initiatives for North American operations; improved 120 business processes that boosted productivity levels by 40% in only five months.</li> <li> Light Technologies, Inc.; Sprain, NJ (1995--2003) MANAGER, PROGRAM MANAGEMENT Multibillion-Dollar Budgets | Program Management | Cost Savings Managed all IT planning, forecasting, and business case management for the largest division at Light Technologies--a $5-billion department; directed multibillion-dollar budgets, reporting, investment analysis, metrics development, and software implementation.</li> <li> Captured $70-million in cost savings per year through implementation of a reverse logistics programs--reverse engineered the entire supply chain and reduced inefficiencies.</li> <li> Led initiatives for business cases of more than 350 projects within 80 programs ranging from manufacturing, IT services, to wireless strategy.</li> <li> Pioneered vision and implementation of a new IT financial analysis and internal project tracking process for four large IT departments including Business Communication Services IT, Manufacturing IT, and Services IT.</li> <li> Managed projects with varying levels of complexity and identified and mitigated potential risks; developed requirements, managed change control, and tracked schedules and cost performance while ensuring project activities aligned with business objectives.</li> <li> Early Career: Manager of Planning and Analysis, Phone Global Corporation.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR805082367" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR805082367"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_805082367_1_522972199" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="805082367JTIT1"> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="805082367JSTD1"> Jan 2007</span> <span> to </span> <span class="jobdates" format="%b %Y" id="805082367EDDT1"> Jan 2010</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="805082367COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="805082367JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="805082367JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="805082367JDES1" itemprop="description"> <ul> <li> Led multi-functional technology teams and key contributor and mentor for a PMO office with up to 80 resources; managed development of innovative software systems and applications.</li> <li> Directed all services, resources, and project plans for major scalable enterprise solutions supporting $1.2-billion with unique ability to drive transformational change in both business and technology leadership roles.</li> <li> Provided business analysis for projects of up to $150-million that included requirements, success criteria, milestones, Key Performance indicators (KPIs), and Work Breakdown Structures.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_805082367_2_522972200" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="805082367JTIT2"> DIRECTOR OF FINANCE</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="805082367JSTD2"> Jan 2011</span> <span> to </span> <span class="jobdates" format="%b %Y" id="805082367EDDT2"> Current</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="805082367COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="805082367JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="805082367JSTA2" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="805082367JDES2" itemprop="description"> <ul> <li> PMO Start-Up | Contract Management | PMO Management Trusted Financial Executive with CFO- and CIO-level responsibilities; adds transparency to IT and financial operations while adapting financial strategy to organizational goals.</li> <li> Program Manager over all IT projects--manage workloads, define deliverables, hire and mentor resources, conduct performance reviews, and ensure compliance with established PMO processes.</li> <li> Direct business forecasting and financial analysis activities and identify opportunities and risks along with action plans to ensure attainment of financial goals.</li> <li> Spearheaded the development of the first-ever Program Management Office; defined project management processes, including those related to requirements management, change control, and user acceptance testing.</li> <li> Captured 60% savings in projects costs in only five months--reengineered project plan and renegotiated contracts with new vendors; enhanced quality assurance and maintained timelines.</li> <li> Reengineered vendor policy to enhance quality assurance and to identify risks and issues at earlier stages during the project; manage contracts for all IT vendors including website development, hosting, IT operations, and IT applications development.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_805082367_3_522972201" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="805082367JTIT3"> VP</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="805082367JSTD3"> Jan 2010</span> <span> to </span> <span class="jobdates" format="%b %Y" id="805082367EDDT3"> Jan 2012</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="805082367COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="805082367JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="805082367JSTA3" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="805082367JDES3" itemprop="description"> <ul> <li> Off-Shore Project Management | Multimillion-Dollar Budgets | Global PMO Staff Top-performing Program Manager consistently sought out to reengineer troubled projects.</li> <li> Managed PMO staff in a matrix reporting structure consisting of 44 Global Project Managers and a department budget of $15-million.</li> <li> Managed all projects, budgets, and strategic analysis for all programs.</li> <li> Prescribed solutions that provided quick ROI for maximum revenue productivity, service optimization, and system flexibility.</li> <li> Directed programs with up to 70 infrastructure and application projects--implemented vendor and financial strategies that improved project planning and reduced costs by 60% in only five months.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC805082368" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC805082368"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_805082368_1_522972204" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="805082368DGRE1" itemprop="name"> Master of Business Administration</span> <span> , </span> <span class="programline" id="805082368STUY1"> Business Economics/Finance</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="805082368SCHO1" itemprop="name"> State University</span> <span> - </span> <span class="joblocation jobcity" id="805082368SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="805082368SSTA1"> State</span> <span class="joblocation jobstate" id="805082368SCNT1"> </span> </span> <span class="field" id="805082368FRFM1"> Business Economics/Finance</span> </div> </div> <div class="paragraph" id="PARAGRAPH_805082368_2_522972205" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="805082368DGRE2" itemprop="name"> Bachelor of Science</span> <span> , </span> <span class="programline" id="805082368STUY2"> Finance/Accounting</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="805082368SCHO2" itemprop="name"> Hoboken State University</span> <span> - </span> <span class="joblocation jobcity" id="805082368SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="805082368SSTA2"> State</span> <span class="joblocation jobstate" id="805082368SCNT2"> </span> </span> <span class="field" id="805082368FRFM2"> Finance/Accounting</span> </div> </div> </div> <div class="section" id="SECTION_SKLL805082371" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL805082371"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_805082371_1_522972207" style="padding-top:0px;"> <div class="field singlecolumn" id="805082371FRFM1"> Budgets, budget, business analysis, contracts, Contract Management, Financial, forecasting and financial, financial operations, functional, leadership, mentor, Office, enterprise, optimization, organizational, performance reviews, processes, Program Management, Project Management, project planning, project plans, quality assurance, quick, reporting, strategy, strategic analysis, unique, website development</div> </div> </div> </div> | FINANCE |
29,612,672 | SENIOR STUDENT FINANCE SPECIALIST Summary A dedicated and focused business professional with 12 years of extensive experience in analyzing and researching data to find solutions to issues. An expert in investigation and critical thinking, a very well detail oriented individual who is adaptive to change, and building relationships with teams and managers. I am currently seeking for a career where my skills and abilities can be useful to the company as well as to challenge my growth. Experience Senior Student Finance Specialist January 2010 to Current Company Name - City , State SUMMARY I am a dedicated and focused business professional with 12 years of extensive experience in analyzing and researching data to find solutions to issues. I am an expert in investigation and critical thinking, a very well detail oriented individual who is adaptive to change, and building relationships with teams and managers. I am currently seeking for a career where my skills and abilities can be useful to the company as well as to challenge my growth. Evaluates students' Financial Aid's compliance with schools' regulations and control. Assessments include: ISIR and c-code evaluation, Loans and Grants eligibility, grades and attendance reviews, and QA on other miscellaneous documents such as Proof of HS graduation. Responsible for performing daily Title IV and Tuition Refund calculations. Maintains the students' general ledger by assuring all the Academic Years are balanced. Main adviser of students' credit balances assisting other teams and departments. Processes National Student Loan Database (NSLDS), Student Status Confirmation Reports (SSCR) and submit accurate reports on time, thus keeping them in compliance. Emphasis on time management to meet month end and quarter end deadlines. Supports interdepartmental teams regarding any issues with out of school students. Ample use of Microsoft Excel - vlookups, pivottables, formulas, creating simple macros, etc. Promoted from Student Accounts Processor in which responsibilities included all postings to the ledger (Financial Aid funding, credit card refunds and ACH returns, and reapplications of payments in CampusVue, reviewed Agency Sponsors, and sent out wires to Higher One.) Takes on projects when needed, as well as works on weekends during month/quarter end. Invoicing Associate January 2008 to January 2010 Company Name - City , State Researched and assigned the correct identifiers for each customers based on their regions. Performed updates and movements of customers based on their regions. Utilized independent decision making skills on each assignment with the use of diverse software, and computer applications. i.e. TCAM, Execustar, SAM, SAART Web, CIAM, and Q Messenger). Resolved issues concerning accounts that are in the wrong channels for the Sales Operation Lead. Retained database by determining customer's legal corporate structures and hierarchies. Created procedures for TCAM usage for new hires and for future references. Adjustments Associate January 2007 to January 2008 Company Name - City , State Investigated and adjusted Item Processing Center's bank teller errors based on their regions. Processed requests on items posting twice, missing items, source of receipt, listed not enclosed, photo and original items, encoding errors, and missing cash letter items. Validated all of Bank of America's adjustments to Banco Popular by debiting or crediting appropriate accounts. Performed debits from accounts that engaged in fraudulent cashing of Social Security checks and created Protest Letters for the customers. Attended telephone inquiries on pending credits and cases from both internal and external customers along with correspondent banks. Processed several charge-off items that are past due deadlines in order to accurately debit or credit affiliated banks. January 2003 to January 2007 Company Name - City , State Proof Processor promoted to Teller Processed customer's transactions, performed bank by mail and night drop deposits. Balanced the ATM, coin vault, cash vault, and other monetary instruments (Travelers checks, Money order and Official checks) daily. Answered to customer's inquiries or questions and attended telephone calls from customer services for further assistance. Reviewed teller transactions, corrected the errors, and balanced the accounts in question. Entered checks and corrected rejected items from the proof processing machine and manually looking up the check in question and typing its amount. Performed the entire end of the night duties such as balancing accounts and adding the totals for other affiliated banks to be mailed out to La Salle or Federal Banks. Assigned the role to audit co-workers and assume supervisory position on weekend because of a proven track record of dependability Created training procedures for the Item Processing Department for First American Bank, and other banks that were also processed by FAB. Education Bachelor's Degree : Business Administration , December 2006 University of Illinois at Chicago - City , State Business Administration Master's Degree : Business Administration Accounting , April 2012 American Intercontinental University Online - City , State Business Administration Accounting Skills Academic, photo, Agency, ATM, c, computer applications, credit, critical thinking, customer services, Database, debit, decision making, detail oriented, Financial, general ledger, Grants, ledger, legal, Letters, macros, Microsoft Excel, mail, Money, works, Processes, QA, researching, Sales, supervisory, telephone, time management, typing | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME635766904" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_635766904_1_413807967" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="635766904FNAM1"> </span> <span> </span> <span class="field" id="635766904LNAM1"> SENIOR STUDENT FINANCE SPECIALIST</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM635766906" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM635766906"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635766906_1_413809388" style="padding-top:0px;"> <div class="field singlecolumn" id="635766906FRFM1"> <p align="LEFT"> A dedicated and focused business professional with 12 years of extensive experience in analyzing and researching data to find solutions to issues. An expert in investigation and critical thinking, a very well detail oriented individual who is adaptive to change, and building relationships with teams and managers. I am currently seeking for a career where my skills and abilities can be useful to the company as well as to challenge my growth.</p> </div> </div> </div> <div class="section" id="SECTION_HILT635766907" style="padding-top:0px;"> </div> <div class="section" id="SECTION_ACCM635767342" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR635766908" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR635766908"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635766908_1_413807969" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="635766908JTIT1"> Senior Student Finance Specialist</span> <br/> <span> <span class="jobdates" format="%B %Y" id="635766908JSTD1"> January 2010</span> <span> to </span> <span class="jobdates" format="%B %Y" id="635766908EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="635766908COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="635766908JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="635766908JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="635766908JDES1" itemprop="description"> <ul> <li> SUMMARY I am a dedicated and focused business professional with 12 years of extensive experience in analyzing and researching data to find solutions to issues.</li> <li> I am an expert in investigation and critical thinking, a very well detail oriented individual who is adaptive to change, and building relationships with teams and managers.</li> <li> I am currently seeking for a career where my skills and abilities can be useful to the company as well as to challenge my growth.</li> <li> Evaluates students' Financial Aid's compliance with schools' regulations and control.</li> <li> Assessments include: ISIR and c-code evaluation, Loans and Grants eligibility, grades and attendance reviews, and QA on other miscellaneous documents such as Proof of HS graduation.</li> <li> Responsible for performing daily Title IV and Tuition Refund calculations.</li> <li> Maintains the students' general ledger by assuring all the Academic Years are balanced.</li> <li> Main adviser of students' credit balances assisting other teams and departments.</li> <li> Processes National Student Loan Database (NSLDS), Student Status Confirmation Reports (SSCR) and submit accurate reports on time, thus keeping them in compliance.</li> <li> Emphasis on time management to meet month end and quarter end deadlines.</li> <li> Supports interdepartmental teams regarding any issues with out of school students.</li> <li> Ample use of Microsoft Excel - vlookups, pivottables, formulas, creating simple macros, etc.</li> <li> Promoted from Student Accounts Processor in which responsibilities included all postings to the ledger (Financial Aid funding, credit card refunds and ACH returns, and reapplications of payments in CampusVue, reviewed Agency Sponsors, and sent out wires to Higher One.) Takes on projects when needed, as well as works on weekends during month/quarter end.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635766908_2_413807970" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="635766908JTIT2"> Invoicing Associate</span> <br/> <span> <span class="jobdates" format="%B %Y" id="635766908JSTD2"> January 2008</span> <span> to </span> <span class="jobdates" format="%B %Y" id="635766908EDDT2"> January 2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="635766908COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="635766908JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="635766908JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="635766908JDES2" itemprop="description"> <ul> <li> Researched and assigned the correct identifiers for each customers based on their regions.</li> <li> Performed updates and movements of customers based on their regions.</li> <li> Utilized independent decision making skills on each assignment with the use of diverse software, and computer applications.</li> <li> i.e.</li> <li> TCAM, Execustar, SAM, SAART Web, CIAM, and Q Messenger).</li> <li> Resolved issues concerning accounts that are in the wrong channels for the Sales Operation Lead.</li> <li> Retained database by determining customer's legal corporate structures and hierarchies.</li> <li> Created procedures for TCAM usage for new hires and for future references.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635766908_3_413807972" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="635766908JTIT3"> Adjustments Associate</span> <br/> <span> <span class="jobdates" format="%B %Y" id="635766908JSTD3"> January 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="635766908EDDT3"> January 2008</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="635766908COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="635766908JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="635766908JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="635766908JDES3" itemprop="description"> <ul> <li> Investigated and adjusted Item Processing Center's bank teller errors based on their regions.</li> <li> Processed requests on items posting twice, missing items, source of receipt, listed not enclosed, photo and original items, encoding errors, and missing cash letter items.</li> <li> Validated all of Bank of America's adjustments to Banco Popular by debiting or crediting appropriate accounts.</li> <li> Performed debits from accounts that engaged in fraudulent cashing of Social Security checks and created Protest Letters for the customers.</li> <li> Attended telephone inquiries on pending credits and cases from both internal and external customers along with correspondent banks.</li> <li> Processed several charge-off items that are past due deadlines in order to accurately debit or credit affiliated banks.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635766908_4_413807973" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="635766908JTIT4"> </span> <span> <span class="jobdates" format="%B %Y" id="635766908JSTD4"> January 2003</span> <span> to </span> <span class="jobdates" format="%B %Y" id="635766908EDDT4"> January 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="635766908COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="635766908JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="635766908JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="635766908JDES4" itemprop="description"> <ul> <li> Proof Processor promoted to Teller Processed customer's transactions, performed bank by mail and night drop deposits.</li> <li> Balanced the ATM, coin vault, cash vault, and other monetary instruments (Travelers checks, Money order and Official checks) daily.</li> <li> Answered to customer's inquiries or questions and attended telephone calls from customer services for further assistance.</li> <li> Reviewed teller transactions, corrected the errors, and balanced the accounts in question.</li> <li> Entered checks and corrected rejected items from the proof processing machine and manually looking up the check in question and typing its amount.</li> <li> Performed the entire end of the night duties such as balancing accounts and adding the totals for other affiliated banks to be mailed out to La Salle or Federal Banks.</li> <li> Assigned the role to audit co-workers and assume supervisory position on weekend because of a proven track record of dependability Created training procedures for the Item Processing Department for First American Bank, and other banks that were also processed by FAB.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC635766909" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC635766909"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635766909_1_413807975" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="635766909DGRE1" itemprop="name"> Bachelor's Degree</span> <span> : </span> <span class="programline" dependency="STUY" id="635766909STUY1"> Business Administration</span> <span> , </span> <span class="jobdates" id="635766909GRYR1"> December 2006</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="635766909SCHO1" itemprop="name"> University of Illinois at Chicago</span> <span> - </span> <span class="joblocation jobcity" id="635766909SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="635766909SSTA1"> State</span> <span class="joblocation jobstate" id="635766909SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="635766909FRFM1"> Business Administration</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635766909_2_413807974" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="635766909DGRE2" itemprop="name"> Master's Degree</span> <span> : </span> <span class="programline" dependency="STUY" id="635766909STUY2"> Business Administration Accounting</span> <span> , </span> <span class="jobdates" id="635766909GRYR2"> April 2012</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="635766909SCHO2" itemprop="name"> American Intercontinental University Online</span> <span> - </span> <span class="joblocation jobcity" id="635766909SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="635766909SSTA2"> State</span> <span class="joblocation jobstate" id="635766909SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="635766909FRFM2"> Business Administration Accounting</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL635766911" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL635766911"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635766911_1_413807976" style="padding-top:0px;"> <div class="field singlecolumn" id="635766911FRFM1"> Academic, photo, Agency, ATM, c, computer applications, credit, critical thinking, customer services, Database, debit, decision making, detail oriented, Financial, general ledger, Grants, ledger, legal, Letters, macros, Microsoft Excel, mail, Money, works, Processes, QA, researching, Sales, supervisory, telephone, time management, typing</div> </div> </div> </div> | FINANCE |
66,741,193 | DIRECTOR OF FINANCE Executive Profile Ambitious Finance Director who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals. Skill Highlights Strategic Planning Budgeting / Forecasting Leadership Financial Planning and Analysis Expense Control P&L / Balance Sheet Management Cost Reductions Matrix Management Core Accomplishments Achieved stretch targets for a turn-around business in EBIT, Cash Flow and Cost Out Created, developed and trained FP&A Department Analyzed channel profitability to optimize pricing and mix strategies Professional Experience Company Name City , State Director of Finance 02/2014 to Current Oversee multiple departments responsible for Global FP&A, Productivity Tracking, R&D Analysis, Warranty, Pricing and Consumer Division Financial Reporting. Lead Canadian Finance Group responsible for P&L, Balance Sheet, Reporting, Pricing and F/X. Implemented improved cost-out reporting highlighting areas of concern and achieved global stretch targets in 2014. Teamed with Sales and Marketing to achieve 2014 stretch targets in EBIT and Cash Flow through Channel Reporting, Contribution Margin Analysis, Inventory Control and Cost Vigilance. Oversee Annual Budget, Strategic Plan and Forecast for Consumer Division. Reorganized US and Canada reporting teams to achieve maximum performance and support multiple functions more effectively while reducing overall staff. Company Name City , State Financial Planning and Analysis Manager 10/2011 to 02/2014
Oversaw month-end
and period-end closing, management reporting, forecast and budgeting analysis
and reporting. Created and standardized
a month-end package used by executive management with analysis of month,
quarter and YTD results compared to prior year and Budget. Managed a team of
up to 3 individuals responsible for tracking and analyzing cost center spending
in the areas of purchasing/procurement, warehouse, logistics, marketing and
administrative expense. Loaded Annual
Budget and Quarterly Forecasts in corporate consolidation system (TRAHQ) for US
Sales Company and US Operations facilities.
Drove
results through development of standard KPI metrics, annual goal setting
and results tracking Created a
Profitability by Channel report using activity based costing to help management
and sales channels see the full impact of our major customers and dealer
channels including specific margin, specific costs and allocated costs. Company Name City , State Accounting Supervisor 11/2010 to 10/2011
Oversaw Month-end
Close for 5 Sales Channels with Trade Revenues of $550M Annually and
Intercompany Revenue of $225M Annually.
Implemented 2 day Financial Close (down from 3 day) by working with IT
to automate Journal Entries / Reports and creating an Access Database to assist
in speed of financial analysis and standard Journal Entries. Hired and
supervised Senior GL Accountant to assist in Month-end close, work on special
projects and help enforce internal and quality control processes. Created Month-end
and Quarter End reports for management and loaded monthly forecasts in Hyperion
Reporting System. Oversaw Balance
Sheet Reconciliations and managed US Accruals for Aircare (Warranty) Program,
Promotions, Other Credits and COGS clearing account. Drove process
improvements, efficiencies and profitability through working with cross
functional teams including IT, Operations, Warranty and Order Management. Company Name City , State Senior Productivity Analyst 03/2008 to 10/2010
Coordinated
Material Productivity reporting with Finance and Sourcing departments in 23
plants and distribution centers globally and conducted monthly Commodity
Reviews with sector management. This
included reporting on Actuals, establishing Forecasts and conducting Cross
Functional Reviews with Finance and Sourcing. Worked with a
Cross-Functional Multi-Sector Team as our Sector financial representative in
Windchill Migration (Productivity Reporting System) by establishing financial guidelines, testing the system, training Super Users and coordinating training plan. Reported Sector Productivity and Material Inflation for $2 Billion Costs including Pipeline Productivity Charts, Commodity Spend,
Productivity and Inflation Reports, Waterfalls and Restructure Savings.
Participated in Operations 2009, 2010 and 2011
Standard Setting and AOP Goal Setting for ITS Sector. Responsible for commodity analysis, PPV and
L&OH Productivity Goal Setting. Company Name City , State Audit Consultant 03/2007 to 03/2008
Learned audit
processes and control procedures through working on Internal Control Reviews,
Oracle Implementation Reviews and Physical Inventory Exemptions.
Received
multi-culture and cross-sector experience by conducting audits for multiple
locations and sectors including United States,
China and Mexico.
Conducted
Sarbanes-Oxley Management Testing and Test Rationalization to improve SOX
reliability and timeliness.
Passed all 4 CPA
Exams and received North Carolina CPA License while working full time during Audit
Rotation.
Company Name City , State Financial Analyst / Senior GL Account 03/2006 to 03/2007
Worked with
Financial Analyst and management on 2007 Annual Operating Plan for Enterprise
Services, as well as helped create the allocation model for the 2007 bill-outs
to the Sectors. Performed month-end
variance analysis of actual-to-forecast, actual-to-budget, and Year-over-Year
variances, as well as ad-hoc and trend analysis as needed. Created monthly recurring entries and amortization schedules, entered month-end
and year-end closing entries, and performed reconciliations. Responsible to oversee and analyze cost
center spend and expense allocation. Company Name City , State Cost Accountant 06/2005 to 03/2006
Learned Inventory
control procedures including tag control, observation and reconciliation during
the Annual Physical Inventory and led inventory counts at 2 off-site
warehouses.
Developed an
understanding of GL and forecasts while doing month-end close responsibilities
including Sales & Use Tax computation, Inventory Reconciliation and ad-hoc
reporting and analysis.
Learned about costing parts such as raw material, WIP
and Finished goods while working with cost accounting team to set 2006
standards for inventory made in the U.S.
and Europe Company Name City , State Sales Manager 01/2002 to 06/2003
Developed
leadership skills as a sales manager and agent for a fortune 500 Insurance
Company. Trained new
agents and ran a successful sales team of 2-3 Sales Associates.
Education Masters of Accountancy : Accounting 2005 UNC-Charlotte , City , State , USA Bachelor of Science : Psychology and Statistics 1999 James Madison University , City , State , USA Certified Public Accountant Skills Excel, Access, PowerPoint, SAP, Oracle, MFG Pro, Hyperion, Khalix, TRAHQ | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME631178696" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_631178696_1_410781772" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="631178696FNAM1"> </span> <span> </span> <span class="field" id="631178696LNAM1"> DIRECTOR OF FINANCE</span> </div> <div class="botBorder"> </div> </div> </div> <div class="section" id="SECTION_SUMM631178698" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM631178698"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_631178698_1_410784347" style="padding-top:0px;"> <div class="field singlecolumn" id="631178698FRFM1"> <span> Ambitious <font color="#0000ff" style="color: rgb(0, 0, 255);"> Finance Director</font> who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals. </span> </div> </div> </div> <div class="section" id="SECTION_HILT631178699" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT631178699"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_631178699_1_410786591" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="631178699SKC11"> <ul> <li> Strategic Planning</li> <li> Budgeting / Forecasting</li> <li> Leadership </li> <li> Financial Planning and Analysis</li> </ul> </td> <td class="field twocol_2" id="631178699SKC21"> <ul> <li> Expense Control</li> <li> P&L / Balance Sheet Management</li> <li> Cost Reductions</li> <li> Matrix Management</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM631178997" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM631178997"> Core Accomplishments</div> </div> <div class="paragraph txtLeft firstparagraph" id="PARAGRAPH_631178997_1_410810335" style="padding-top:0px;"> <div class="field singlecolumn" id="631178997FRFM1"> <ul> <li> Achieved stretch targets for a turn-around business in EBIT, Cash Flow and Cost Out</li> <li> Created, developed and trained FP&A Department</li> <li> Analyzed channel profitability to optimize pricing and mix strategies</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR631178700" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR631178700"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_631178700_1_410820477" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="631178700COMP1" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="631178700JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178700JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="631178700JTIT1"> Director of Finance</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="631178700JSTD1"> 02/2014</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="631178700EDDT1"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="631178700JDES1" itemprop="description"> <ul> <li> Oversee multiple departments responsible for Global FP&A, Productivity Tracking, R&D Analysis, Warranty, Pricing and Consumer Division Financial Reporting.</li> <li> Lead Canadian Finance Group responsible for P&L, Balance Sheet, Reporting, Pricing and F/X.</li> <li> Implemented improved cost-out reporting highlighting areas of concern and achieved global stretch targets in 2014.</li> <li> Teamed with Sales and Marketing to achieve 2014 stretch targets in EBIT and Cash Flow through Channel Reporting, Contribution Margin Analysis, Inventory Control and Cost Vigilance.</li> <li> Oversee Annual Budget, Strategic Plan and Forecast for Consumer Division.</li> <li> Reorganized US and Canada reporting teams to achieve maximum performance and support multiple functions more effectively while reducing overall staff.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178700_2_410823019" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="631178700COMP2" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="631178700JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178700JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="631178700JTIT2"> Financial Planning and Analysis Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="631178700JSTD2"> 10/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="631178700EDDT2"> 02/2014</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="631178700JDES2" itemprop="description"> <ul> <li>
Oversaw month-end
and period-end closing, management reporting, forecast and budgeting analysis
and reporting. Created and standardized
a month-end package used by executive management with analysis of month,
quarter and YTD results compared to prior year and Budget.</li> <li> Managed a team of
up to 3 individuals responsible for tracking and analyzing cost center spending
in the areas of purchasing/procurement, warehouse, logistics, marketing and
administrative expense. </li> <li> Loaded Annual
Budget and Quarterly Forecasts in corporate consolidation system (TRAHQ) for US
Sales Company and US Operations facilities.
</li> <li> Drove
results through development of standard KPI metrics, annual goal setting
and results tracking</li> <li> Created a
Profitability by Channel report using activity based costing to help management
and sales channels see the full impact of our major customers and dealer
channels including specific margin, specific costs and allocated costs. </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178700_3_410826673" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="631178700COMP3" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="631178700JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178700JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="631178700JTIT3"> Accounting Supervisor</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="631178700JSTD3"> 11/2010</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="631178700EDDT3"> 10/2011</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="631178700JDES3" itemprop="description"> <ul> <li>
Oversaw Month-end
Close for 5 Sales Channels with Trade Revenues of $550M Annually and
Intercompany Revenue of $225M Annually.
Implemented 2 day Financial Close (down from 3 day) by working with IT
to automate Journal Entries / Reports and creating an Access Database to assist
in speed of financial analysis and standard Journal Entries.</li> <li> Hired and
supervised Senior GL Accountant to assist in Month-end close, work on special
projects and help enforce internal and quality control processes.</li> <li> Created Month-end
and Quarter End reports for management and loaded monthly forecasts in Hyperion
Reporting System. </li> <li> Oversaw Balance
Sheet Reconciliations and managed US Accruals for Aircare (Warranty) Program,
Promotions, Other Credits and COGS clearing account. </li> <li> Drove process
improvements, efficiencies and profitability through working with cross
functional teams including IT, Operations, Warranty and Order Management. </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178700_4_410827114" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="631178700COMP4" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="631178700JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178700JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="631178700JTIT4"> Senior Productivity Analyst</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="631178700JSTD4"> 03/2008</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="631178700EDDT4"> 10/2010</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="631178700JDES4" itemprop="description"> <ul> <li>
Coordinated
Material Productivity reporting with Finance and Sourcing departments in 23
plants and distribution centers globally and conducted monthly Commodity
Reviews with sector management. This
included reporting on Actuals, establishing Forecasts and conducting Cross
Functional Reviews with Finance and Sourcing.</li> <li> Worked with a
Cross-Functional Multi-Sector Team as our Sector financial representative in
Windchill Migration (Productivity Reporting System) by establishing financial guidelines, testing the system, training Super Users and coordinating training plan. </li> <li> Reported Sector Productivity and Material Inflation for $2 Billion Costs including Pipeline Productivity Charts, Commodity Spend,
Productivity and Inflation Reports, Waterfalls and Restructure Savings. </li> <li>
Participated in Operations 2009, 2010 and 2011
Standard Setting and AOP Goal Setting for ITS Sector. Responsible for commodity analysis, PPV and
L&OH Productivity Goal Setting.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178700_5_410829815" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="631178700COMP5" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="631178700JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178700JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="631178700JTIT5"> Audit Consultant</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="631178700JSTD5"> 03/2007</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="631178700EDDT5"> 03/2008</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="631178700JDES5" itemprop="description"> <ul> <li>
Learned audit
processes and control procedures through working on Internal Control Reviews,
Oracle Implementation Reviews and Physical Inventory Exemptions.
</li> <li>
Received
multi-culture and cross-sector experience by conducting audits for multiple
locations and sectors including United States,
China and Mexico.
</li> <li>
Conducted
Sarbanes-Oxley Management Testing and Test Rationalization to improve SOX
reliability and timeliness.</li> <li>
Passed all 4 CPA
Exams and received North Carolina CPA License while working full time during Audit
Rotation.
</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178700_6_410830858" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="631178700COMP6" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="631178700JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178700JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="631178700JTIT6"> Financial Analyst / Senior GL Account</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="631178700JSTD6"> 03/2006</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="631178700EDDT6"> 03/2007</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="631178700JDES6" itemprop="description"> <ul> <li>
Worked with
Financial Analyst and management on 2007 Annual Operating Plan for Enterprise
Services, as well as helped create the allocation model for the 2007 bill-outs
to the Sectors.</li> <li> Performed month-end
variance analysis of actual-to-forecast, actual-to-budget, and Year-over-Year
variances, as well as ad-hoc and trend analysis as needed.</li> <li> Created monthly recurring entries and amortization schedules, entered month-end
and year-end closing entries, and performed reconciliations. Responsible to oversee and analyze cost
center spend and expense allocation.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178700_7_410831512" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="631178700COMP7" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="631178700JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178700JSTA7" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="631178700JTIT7"> Cost Accountant</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="631178700JSTD7"> 06/2005</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="631178700EDDT7"> 03/2006</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="631178700JDES7" itemprop="description"> <ul> <li>
Learned Inventory
control procedures including tag control, observation and reconciliation during
the Annual Physical Inventory and led inventory counts at 2 off-site
warehouses.
</li> <li> Developed an
understanding of GL and forecasts while doing month-end close responsibilities
including Sales & Use Tax computation, Inventory Reconciliation and ad-hoc
reporting and analysis.
</li> <li>
Learned about costing parts such as raw material, WIP
and Finished goods while working with cost accounting team to set 2006
standards for inventory made in the U.S.
and Europe</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178700_8_410832130" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="631178700COMP8" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="631178700JCIT8" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178700JSTA8" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="631178700JTIT8"> Sales Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="631178700JSTD8"> 01/2002</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="631178700EDDT8"> 06/2003</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="631178700JDES8" itemprop="description"> <ul> <li>
Developed
leadership skills as a sales manager and agent for a fortune 500 Insurance
Company.</li> <li> Trained new
agents and ran a successful sales team of 2-3 Sales Associates.
</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC631178701" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC631178701"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_631178701_1_410832745" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="631178701DGRE1" itemprop="name"> Masters of Accountancy</span> <span> :</span> <span class="programline" dependency="STUY" id="631178701STUY1"> Accounting</span> <span class="datesWrapper"> <span class="jobdates" id="631178701GRYR1"> 2005</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="631178701SCHO1" itemprop="name"> UNC-Charlotte</span> <span> , </span> <span class="joblocation jobcity" id="631178701SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178701SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="631178701SCNT1"> USA</span> </span> <span class="paddedline"> <span class="field" id="631178701FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178701_2_410832980" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="631178701DGRE2" itemprop="name"> Bachelor of Science</span> <span> :</span> <span class="programline" dependency="STUY" id="631178701STUY2"> Psychology and Statistics</span> <span class="datesWrapper"> <span class="jobdates" id="631178701GRYR2"> 1999</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="631178701SCHO2" itemprop="name"> James Madison University</span> <span> , </span> <span class="joblocation jobcity" id="631178701SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="631178701SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="631178701SCNT2"> USA</span> </span> <span class="paddedline"> <span class="field" id="631178701FRFM2"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178701_3_410833188" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="field" id="631178701FRFM3"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_631178701_4_410848213" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="631178701DGRE4" itemprop="name"> Certified Public Accountant</span> <span class="programline" dependency="STUY" id="631178701STUY4"> </span> </span> <span class="paddedline"> <span class="field" id="631178701FRFM4"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL631276980" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL631276980"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_631276980_1_410849615" style="padding-top:0px;"> <div class="field singlecolumn" id="631276980FRFM1"> Excel, Access, PowerPoint, SAP, Oracle, MFG Pro, Hyperion, Khalix, TRAHQ</div> </div> </div> </div> | FINANCE |
24,553,863 | VP FINANCE & IS&T Executive Profile Enterprising Finance Executive who creates strategic alliances with Senior Executives to identify and execute key business initiatives. Builds and retains high performance teams by enlisting, developing and motivating skilled professionals. Extensive experience in Financial Management and Controllership areas. Adept in both Business Process and systems to allow for utilizing technology to achieve business goals. Skill Highlights Project management Leadership/communication skills Product development Business operations organization Budgeting expertise Self-motivated Core Accomplishments Developed the CFO Advisory Service's Quality Close Product and presented at KPMG Quality Close Training Sessions. Assisted in the authoring of white papers on the topic of the financial close and the changing economic environment brought on by Sarbanes-Oxley legislation. Proficient in SOX 404 Policies and compliance requirements AFFILIATIONS God's Love We Deliver Argyle Executive Forum Finance Executives International. Professional Experience VP Finance & IS&T January 2012 to Current Company Name - City , State Created the business case and system design; currently the Project Manager for a worldwide single instance SAP ERP Implementation project; 13 largest revenue producing countries over 3 years. Eleven countries are live across Europe; USA and Canada going live April 1, 2015. Project will result in $4M per year in savings. Nine additional Latin America countries now planned for Year 4. Developed the governance and support models and processes for the new single instance SAP ERP system Created a Program Management Organization for all key Finance and Management Information Projects resulting in greater communication, strategizing, synchronization and risk management. Created single instance for USA and Canada logistics and supply chain processes in conjunction with SAP ERP Project resulting in cost savings of over $500K per year. Developed the RFP and created the vendor selection process for a European Budget and Procurement system to handle Recording, Marketing and Overhead. Redefined the implementation approach to get the project back on track after 1 year. System is now deployed in 8 countries with additional countries targeted for next 2 years. VP Global Digital and US Sales January 2009 to January 2011 Company Name - City , State Built the Business Case and successfully managed the implementation of a new Business Intelligence Platform (Business Objects) for Sales and Marketing Analytics and KPI Reporting for 6 US Label Groups. Tool gives US Labels the ability to see the influence Social Media data has on sales on a daily basis. Created the Business Case and acted as Project Manager to migrate the integrating Sony Music and BMG Music Supply Chain and Logistics organizations into a new system (SAP Materials Management). Responsible for business process harmonization and institution of best practices around Product Setup (BOM), Inventory Purchasing, MRP, DRP, Inventory Management, Inventory Sales and Inventory Accounting. Project allowed for decommissioning of the two old environments as well as reduction in personnel via one system and streamlined processes. Developed both the Operational and Back-office processes for a new direct to consumer business commercializing Sony Music's Artist website platform. VP Finance January 2005 to January 2008 Company Name - City , State Led various Music Label integration initiatives triggered by the merger of Sony Music and BMG Music. to achieve better practices and cost savings of over $1M annually in IT Support and Data Hosting in. addition to business process improvements. Projects also facilitated the ability to outsource back-office. functions which generated over $2M per year in cost savings. Standardization, best practice and system harmonization for six label groups for the two largest spend areas, Marketing and Recording (two separate projects, applications, organizations) Project Manager to build an Artist Project P&L System for 6 label groups; also shared US approach and design that led to the design and implementation of Sony Music UK's Project P&L system. Project Manager for a successful initiative to reduce the time to close and consolidate monthly quarterly and annually from eight to three days. Manager January 2001 to January 2005 Company Name - City , State Collaborated with others to create an incubator practice, CFO Advisory Services, and turned it into a national practice with over $100M in annual revenue. This was done by creating new service offerings centered on finance transformation through organizational, process and system improvements. Main focus was on providing advisory services to companies in the following industries: Financial Services, Media, Entertainment, Utilities and Manufacturing. Clients included Disney, Sony, Bertelsmann Media, WWE, JP Morgan Chase, Comerica Bank, Duke Energy, United Rentals,. Corporate Controller January 1994 to January 2001 Company Name - City , State Corporate Controller January 1990 to January 1994 Company Name - City , State Served as Corporate Controller for an international consulting company for 6 years. Prior to that was Corporate Controller for 5 years for a Salvage and Appraisal firm that provided services to Commercial and Self-Insureds experiencing catastrophe losses. Responsible for all FP&A functions as well as Corporate Tax Returns. In both instances, managed the selection and implementation of Financial Management Systems. Education B.S : Finance The University of Maryland at College Park Finance Skills Business Process Re-engineering Finance Transformation Project Management Finance and IT Strategy Team and Resource Cultivation | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME544449108" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_544449108_1_355267311" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="544449108FNAM1"> </span> <span> </span> <span class="field" id="544449108LNAM1"> VP FINANCE & IS&T</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM544449110" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM544449110"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_544449110_1_355267322" style="
padding-top:0px;
"> <div class="field singlecolumn" id="544449110FRFM1"> <p align="LEFT"> Enterprising Finance Executive who creates strategic alliances with Senior Executives to identify and</p> <br/> <p align="LEFT"> execute key business initiatives. Builds and retains high performance teams by enlisting, developing and</p> <br/> <p align="LEFT"> motivating skilled professionals. Extensive experience in Financial Management and Controllership areas.</p> <br/> <p align="LEFT"> Adept in both Business Process and systems to allow for utilizing technology to achieve business goals.</p> </div> </div> </div> <div class="section" id="SECTION_HILT544449111" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT544449111"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_544449111_1_355268308" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="544449111SKC11"> <ul> <li> Project management</li> <li> Leadership/communication skills</li> <li> Product development</li> </ul> </td> <td class="field twocol_2 charspace" id="544449111SKC21"> <ul> <li> Business operations organization</li> <li> Budgeting expertise</li> <li> Self-motivated</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM544449115" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM544449115"> Core Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_544449115_1_355267320" style="
padding-top:0px;
"> <div class="field singlecolumn" id="544449115FRFM1"> <ul> <li> Developed the CFO Advisory Service's Quality Close Product and presented at KPMG Quality Close Training Sessions.</li> <li> Assisted in the authoring of white papers on the topic of the financial close and the changing economic environment brought on by Sarbanes-Oxley legislation.</li> <li> Proficient in SOX 404 Policies and compliance requirements AFFILIATIONS God's Love We Deliver Argyle Executive Forum Finance Executives International.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR544449112" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR544449112"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_544449112_1_355267314" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="544449112JTIT1"> VP Finance & IS&T</span> <br/> <span> <span class="jobdates" format="%B %Y" id="544449112JSTD1"> January 2012</span> <span> to </span> <span class="jobdates" format="%B %Y" id="544449112EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="544449112COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="544449112JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="544449112JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="544449112JDES1" itemprop="description"> <ul> <li> Created the business case and system design; currently the Project Manager for a worldwide single instance SAP ERP Implementation project; 13 largest revenue producing countries over 3 years.</li> <li> Eleven countries are live across Europe; USA and Canada going live April 1, 2015.</li> <li> Project will result in $4M per year in savings.</li> <li> Nine additional Latin America countries now planned for Year 4.</li> <li> Developed the governance and support models and processes for the new single instance SAP ERP system Created a Program Management Organization for all key Finance and Management Information Projects resulting in greater communication, strategizing, synchronization and risk management.</li> <li> Created single instance for USA and Canada logistics and supply chain processes in conjunction with SAP ERP Project resulting in cost savings of over $500K per year.</li> <li> Developed the RFP and created the vendor selection process for a European Budget and Procurement system to handle Recording, Marketing and Overhead.</li> <li> Redefined the implementation approach to get the project back on track after 1 year.</li> <li> System is now deployed in 8 countries with additional countries targeted for next 2 years.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_544449112_2_355267315" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="544449112JTIT2"> VP Global Digital and US Sales</span> <br/> <span> <span class="jobdates" format="%B %Y" id="544449112JSTD2"> January 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="544449112EDDT2"> January 2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="544449112COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="544449112JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="544449112JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="544449112JDES2" itemprop="description"> <ul> <li> Built the Business Case and successfully managed the implementation of a new Business Intelligence Platform (Business Objects) for Sales and Marketing Analytics and KPI Reporting for 6 US Label Groups.</li> <li> Tool gives US Labels the ability to see the influence Social Media data has on sales on a daily basis.</li> <li> Created the Business Case and acted as Project Manager to migrate the integrating Sony Music and BMG Music Supply Chain and Logistics organizations into a new system (SAP Materials Management).</li> <li> Responsible for business process harmonization and institution of best practices around Product Setup (BOM), Inventory Purchasing, MRP, DRP, Inventory Management, Inventory Sales and Inventory Accounting.</li> <li> Project allowed for decommissioning of the two old environments as well as reduction in personnel via one system and streamlined processes.</li> <li> Developed both the Operational and Back-office processes for a new direct to consumer business commercializing Sony Music's Artist website platform.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_544449112_3_355267316" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="544449112JTIT3"> VP Finance</span> <br/> <span> <span class="jobdates" format="%B %Y" id="544449112JSTD3"> January 2005</span> <span> to </span> <span class="jobdates" format="%B %Y" id="544449112EDDT3"> January 2008</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="544449112COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="544449112JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="544449112JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="544449112JDES3" itemprop="description"> <ul> <li> Led various Music Label integration initiatives triggered by the merger of Sony Music and BMG Music.</li> <li> to achieve better practices and cost savings of over $1M annually in IT Support and Data Hosting in.</li> <li> addition to business process improvements.</li> <li> Projects also facilitated the ability to outsource back-office.</li> <li> functions which generated over $2M per year in cost savings.</li> <li> Standardization, best practice and system harmonization for six label groups for the two largest spend areas, Marketing and Recording (two separate projects, applications, organizations) Project Manager to build an Artist Project P&L System for 6 label groups; also shared US approach and design that led to the design and implementation of Sony Music UK's Project P&L system.</li> <li> Project Manager for a successful initiative to reduce the time to close and consolidate monthly quarterly and annually from eight to three days.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_544449112_4_355267317" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="544449112JTIT4"> Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="544449112JSTD4"> January 2001</span> <span> to </span> <span class="jobdates" format="%B %Y" id="544449112EDDT4"> January 2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="544449112COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="544449112JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="544449112JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="544449112JDES4" itemprop="description"> <ul> <li> Collaborated with others to create an incubator practice, CFO Advisory Services, and turned it into a national practice with over $100M in annual revenue.</li> <li> This was done by creating new service offerings centered on finance transformation through organizational, process and system improvements.</li> <li> Main focus was on providing advisory services to companies in the following industries: Financial Services, Media, Entertainment, Utilities and Manufacturing.</li> <li> Clients included Disney, Sony, Bertelsmann Media, WWE, JP Morgan Chase, Comerica Bank, Duke Energy, United Rentals,.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_544449112_5_355267318" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="544449112JTIT5"> Corporate Controller</span> <br/> <span> <span class="jobdates" format="%B %Y" id="544449112JSTD5"> January 1994</span> <span> to </span> <span class="jobdates" format="%B %Y" id="544449112EDDT5"> January 2001</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="544449112COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="544449112JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="544449112JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="544449112JDES5" itemprop="description"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_544449112_6_355267319" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="544449112JTIT6"> Corporate Controller</span> <br/> <span> <span class="jobdates" format="%B %Y" id="544449112JSTD6"> January 1990</span> <span> to </span> <span class="jobdates" format="%B %Y" id="544449112EDDT6"> January 1994</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="544449112COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="544449112JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="544449112JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="544449112JDES6" itemprop="description"> <ul> <li> Served as Corporate Controller for an international consulting company for 6 years.</li> <li> Prior to that was Corporate Controller for 5 years for a Salvage and Appraisal firm that provided services to Commercial and Self-Insureds experiencing catastrophe losses.</li> <li> Responsible for all FP&A functions as well as Corporate Tax Returns.</li> <li> In both instances, managed the selection and implementation of Financial Management Systems.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC544449113" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC544449113"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_544449113_1_355267321" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="544449113DGRE1" itemprop="name"> B.S</span> <span> : </span> <span class="programline" dependency="STUY" id="544449113STUY1"> Finance</span> <span class="jobdates" id="544449113GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="544449113SCHO1" itemprop="name"> The University of Maryland at College Park</span> <span class="joblocation jobcity" id="544449113SCIT1"> </span> <span class="joblocation jobstate" id="544449113SSTA1"> </span> <span class="joblocation jobstate" id="544449113SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="544449113FRFM1"> <p align="LEFT"> Finance</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL544449116" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL544449116"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_544449116_1_355267323" style="
padding-top:0px;
"> <div class="field singlecolumn" id="544449116FRFM1"> <p align="LEFT"> Business Process Re-engineering</p> <p align="LEFT"> Finance Transformation</p> <p align="LEFT"> Project Management</p> <p align="LEFT"> Finance and IT Strategy</p> <p align="LEFT"> Team and Resource Cultivation</p> </div> </div> </div> </div> | FINANCE |
16,449,850 | DIRECTOR OF FINANCE Professional Summary Senior financial hospitality executive with over twenty years of managerial expertise, a proven and passionate leader in achieving goals. Big picture focus on the essentials to a profitable operation: Customer Service Excellence, Cultivating Employee Loyalty, and Financial Accountability with the owners' interest as priority. Skills Financial reporting US GAAP principles Fiscal budgeting Cash flow analysis Individual tax returns Federal/State tax preparation PeopleSoft and Essbase Customer relations Work History Director of Finance , 03/2012 to Current Company Name – City , State Prepare monthly financial statements, forecasts, and annual budgets. Work in properties with annual revenues up to $39M. Full responsibility of balance sheet and general ledger. Member of the Executive Team providing financial direction. Yield management strategy and group business analysis. Lead financial and operations reviews with managers. Educate newer managers on how to read and interpret financial statements as it relates to their responsibilities. Establish and maintain all internal controls, obtaining best audit review. Recruit, train, and mentor personnel. Currently supervising a staff of 20 associates. Negotiate contract with third party and hotel partners. Responsible for hotel's local area network and all I.T. related duties. Due-diligence reporting for financing and acquisition. Preparing any special reports, statements, and other items as requested. Special Projects Increased cash flow with aggressive receivable collections. Reduce departmental and overhead expenses by proper allocation of duties and negotiations with vendor to reduce cost. Director of Finance , 08/2009 to 02/2012 Company Name – City , State Prepare monthly financial statements, forecasts, and annual budgets.Work in properties with annual revenues up to $100M. Full responsibility of balance sheet and general ledger.Member of the Executive Team providing financial direction. Yield management strategy and group business analysis. Lead financial and operations reviews with managers. Educate newer managers on how to read and interpret financial statements as it relates to their responsibilities. Establish and maintain all internal controls, obtaining best audit review. Recruit, train, and mentor personnel. Currently supervising a staff of 27 associates. Negotiate contract with third party and hotel partners. Responsible for hotel's local area network and all I.T. related duties. Financial Analyst , 04/2005 to 08/2009 Company Name – City , State Responsible for area forecasting/budgeting program for forty eight properties in the US and Caribbean. Helped created the forecasting and budgeting program for LXR. Assist as Director of Finance were required when a position became open. Responsible for reporting STAR information for complete company. Convert hotels purchase into the LXR system in various properties purchase by the company. Close and assist in the sales of various hotel including golf course operations. Work closely with Senior Vice President and President of finance providing critical information of operation and cost. Director of Finance , 01/1990 to 02/2005 Company Name – City Prepare monthly financial statements, forecasts, and annual budgets. Work in properties with annual revenues ranging from $20MM up to $39M. Full responsibility of balance sheet and general ledger. Member of the Executive Team providing financial direction. Yield management strategy and group business analysis. Lead financial and operations reviews with managers. Educate newer managers on how to read and interpret financial statements as it relates to their responsibilities. Establish and maintain all internal controls, obtaining best audit review. Recruit, train, and mentor personnel.Currently supervising a staff ranging from 5 to 17 associates. Negotiate contract with third party and hotel partners. Responsible for hotel's local area network and all I.T. related duties. Preparing any special reports, statements, and other items as requested. Special Projects Increased cash flow with aggressive receivable collections. Reduce departmental and overhead expenses by proper allocation of duties and negotiations with vendor to reduce cost. Properties worked; Marriott Casa Marina, Marriott Sawgrass, Marriott Boca Raton, Holiday Inn Madeira Beach, Holiday Inn Key West, Marriott Portugal, Sheraton Arlington, and several other properties. Education Associate of Arts : Finance , MDCC - City , State Finance Florida Atlantic University - City , State Skills Accounting, balance sheet, budgets, budget, business analysis, cash flow, conversion, direction, Due-diligence, financing, financial, financial statements, general ledger, local area network, mentor, Back-Office, negotiations, personnel, POS, profit, read, reporting, strategy, supervising | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME516060387" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_516060387_1_336935957"> <div class="name" itemprop="name"> <span class="field" id="516060387FNAM1"> </span> <span> </span> <span class="field" id="516060387LNAM1"> DIRECTOR OF FINANCE</span> </div> <div class="lowerborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM516060391" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM516060391"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_516060391_1_336935965"> <div class="field singlecolumn" id="516060391FRFM1"> Senior financial hospitality executive with over twenty years of managerial expertise, a proven and passionate leader in achieving goals. Big picture focus on the essentials to a profitable operation: Customer Service Excellence, Cultivating Employee Loyalty, and Financial Accountability with the owners' interest as priority.</div> </div> </div> <div class="section" id="SECTION_HILT516060882" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT516060882"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_516060882_1_336945644"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="516060882SKC11"> <ul> <li> Financial reporting</li> <li> US GAAP principles</li> <li> Fiscal budgeting</li> <li> Cash flow analysis</li> </ul> </td> <td class="field twocol_2" id="516060882SKC21"> <ul> <li> Individual tax returns</li> <li> Federal/State tax preparation</li> <li> PeopleSoft and Essbase</li> <li> Customer relations</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR516060389" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR516060389"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_516060389_1_336935959" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="516060389JTIT1"> Director of Finance</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="516060389JSTD1"> 03/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="516060389EDDT1"> Current</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="516060389COMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="516060389JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="516060389JSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="516060389JDES1" itemprop="description"> <ul> <li> Prepare monthly financial statements, forecasts, and annual budgets.</li> <li> Work in properties with annual revenues up to $39M.</li> <li> Full responsibility of balance sheet and general ledger.</li> <li> Member of the Executive Team providing financial direction.</li> <li> Yield management strategy and group business analysis.</li> <li> Lead financial and operations reviews with managers.</li> <li> Educate newer managers on how to read and interpret financial statements as it relates to their responsibilities.</li> <li> Establish and maintain all internal controls, obtaining best audit review.</li> <li> Recruit, train, and mentor personnel.</li> <li> Currently supervising a staff of 20 associates.</li> <li> Negotiate contract with third party and hotel partners.</li> <li> Responsible for hotel's local area network and all I.T. related duties.</li> <li> Due-diligence reporting for financing and acquisition.</li> <li> Preparing any special reports, statements, and other items as requested.</li> <li> Special Projects Increased cash flow with aggressive receivable collections.</li> <li> Reduce departmental and overhead expenses by proper allocation of duties and negotiations with vendor to reduce cost.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_516060389_2_336935960" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="516060389JTIT2"> Director of Finance</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="516060389JSTD2"> 08/2009</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="516060389EDDT2"> 02/2012</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="516060389COMP2" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="516060389JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="516060389JSTA2" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="516060389JDES2" itemprop="description"> <ul> <li> Prepare monthly financial statements, forecasts, and annual budgets.Work in properties with annual revenues up to $100M.</li> <li> Full responsibility of balance sheet and general ledger.Member of the Executive Team providing financial direction.</li> <li> Yield management strategy and group business analysis.</li> <li> Lead financial and operations reviews with managers.</li> <li> Educate newer managers on how to read and interpret financial statements as it relates to their responsibilities.</li> <li> Establish and maintain all internal controls, obtaining best audit review.</li> <li> Recruit, train, and mentor personnel. Currently supervising a staff of 27 associates.</li> <li> Negotiate contract with third party and hotel partners.</li> <li> Responsible for hotel's local area network and all I.T. related duties.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_516060389_3_336935961" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="516060389JTIT3"> Financial Analyst</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="516060389JSTD3"> 04/2005</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="516060389EDDT3"> 08/2009</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="516060389COMP3" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="516060389JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="516060389JSTA3" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="516060389JDES3" itemprop="description"> <ul> <li> Responsible for area forecasting/budgeting program for forty eight properties in the US and Caribbean. <br/> </li> <li> Helped created the forecasting and budgeting program for LXR.</li> <li> Assist as Director of Finance were required when a position became open.</li> <li> Responsible for reporting STAR information for complete company.</li> <li> Convert hotels purchase into the LXR system in various properties purchase by the company.</li> <li> Close and assist in the sales of various hotel including golf course operations.</li> <li> Work closely with Senior Vice President and President of finance providing critical information of operation and cost.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_516060389_4_336935962" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="516060389JTIT4"> Director of Finance</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="516060389JSTD4"> 01/1990</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="516060389EDDT4"> 02/2005</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="516060389COMP4" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="516060389JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="516060389JSTA4" itemprop="addressRegion"> </span> <br/> </span> <span class="jobline" id="516060389JDES4" itemprop="description"> <ul> <li> Prepare monthly financial statements, forecasts, and annual budgets.</li> <li> Work in properties with annual revenues ranging from $20MM up to $39M.</li> <li> Full responsibility of balance sheet and general ledger.</li> <li> Member of the Executive Team providing financial direction.</li> <li> Yield management strategy and group business analysis.</li> <li> Lead financial and operations reviews with managers.</li> <li> Educate newer managers on how to read and interpret financial statements as it relates to their responsibilities.</li> <li> Establish and maintain all internal controls, obtaining best audit review.</li> <li> Recruit, train, and mentor personnel.Currently supervising a staff ranging from 5 to 17 associates.</li> <li> Negotiate contract with third party and hotel partners.</li> <li> Responsible for hotel's local area network and all I.T. related duties.</li> <li> Preparing any special reports, statements, and other items as requested.</li> <li> Special Projects Increased cash flow with aggressive receivable collections.</li> <li> Reduce departmental and overhead expenses by proper allocation of duties and negotiations with vendor to reduce cost.</li> <li> Properties worked; Marriott Casa Marina, Marriott Sawgrass, Marriott Boca Raton, Holiday Inn Madeira Beach, Holiday Inn Key West, Marriott Portugal, Sheraton Arlington, and several other properties.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC516060390" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC516060390"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_516060390_1_336935963" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="516060390DGRE1" itemprop="name"> Associate of Arts</span> <span> : </span> <span class="programline" id="516060390STUY1"> Finance</span> <span> , </span> <span class="jobdates" id="516060390GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="516060390SCHO1" itemprop="name"> MDCC</span> <span> - </span> <span class="joblocation jobcity" id="516060390SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="516060390SSTA1"> State</span> <br/> </span> <span class="field" id="516060390FRFM1"> Finance</span> </div> </div> <div class="paragraph" id="PARAGRAPH_516060390_2_336935964"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="516060390SCHO2" itemprop="name"> Florida Atlantic University</span> <span> - </span> <span class="joblocation jobcity" id="516060390SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="516060390SSTA2"> State</span> <br/> </span> <span class="field" id="516060390FRFM2"> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL516060392" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL516060392"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_516060392_1_336935966"> <div class="field singlecolumn" id="516060392FRFM1"> Accounting, balance sheet, budgets, budget, business analysis, cash flow, conversion, direction, Due-diligence, financing, financial, financial statements, general ledger, local area network, mentor, Back-Office, negotiations, personnel, POS, profit, read, reporting, strategy, supervising</div> </div> </div> </div> | FINANCE |
47,410,104 | FINANCE BUSINESS PARTNER Summary Finance Business Partner adept at effectively managing financial needs of various Corporate functions including auditing, and providing analytics of periodic performance results. Areas of expertise include budgeting, forecasting, allocations, cost reductions, project management and fostering client relationships. Highlights Strategic and financial planning expert SOX Compliance Oracle ERP (Enterprise Resource Planning), and Hyperion Planning software Financial planning and forecasting, Data analysis Customer relations Data trending and Projections Accomplishments Increased cost-effectiveness by (XX)% through compliance enforcement and implementation of a rigorous quality control system. Experience Finance Business Partner November 2009 to Current Company Name - City , State Responsible for financial planning of 5 - 6 corporate functions (Center of Excellence), including budgeting, forecasting, variance analysis, reporting with relevant analytics. Monthly financial review and recommend cost management. Responsible for completing financial and business reviews of various Hertz operations including the following: Sarbanes Oxley (SOX), NA Treasury and Financial Operations - Evaluated control effectiveness over Treasury Operations (cash management) and Financial Operations (Investments, debt leveraging, and derivative transactions). Coordinated reviews with PricewaterHouseCoopers (PwC) to ensure accurate Financial Reporting. HERC Fleet Operations - Evaluated the efficiency and adequacy of internal controls over HERC fleet operations (depreciation, equipment disposal, maintenance, product support and warranty) within the corporation's equipment rental division. Sarbanes Oxley (SOX) Corporate Tax Audit - Verified control effectiveness over the 2006 Hertz Tax Provision calculations (Deferred Income Taxes, Effective Tax Rate (EFT), and Tax Provision). Hertz Annual Bonus Audit - Verified the accuracy of 2004, 2005, and 2006 Hertz Annual Bonus Awards in accordance with bonus plan specifications approved by the Compensation Committee for the various Hertz Divisions. Hertz Claims Management - Reviewed effectiveness and adequacy of internal controls over Hertz Claims Processes. Evaluated workers compensation claims administered by Third Party Administrators (TPA), and ensured adherence to Federal and State regulations. Licensee/Franchise Audits: International Franchise Audits - Reviewed the operations and revenue reported by the following licensee. Audited two licensees with operations in Yucatan and Sonora States of Mexico, (Nov 2006), which resulted in a $500K and $100K assessment respectively. Audited the Costa Rica Licensee (Sept 2005), resulted in an assessment of $81K. January 2003 Company Name - City , State Analyzed historical data (transactions) to determined transaction rate that maximizes process flow at the store checkouts (point of sales). Identified lack of excess capacity at store checkouts points and under utilization of existing labor force (improper scheduling procedures). Recommended a pull scheduling system to replace the generic scheduling procedure and training of employees to perform multifunctional roles that created dependable excess capacity. Increased cost efficiency, projected at $1.5M per annum. September 2004 to October 2004 Company Name Review operations of the South Capital U-Haul location to identify inefficiencies and recommend process improvement to increase profitability. Defined, measured and analyzed customer needs to enhance operational controls at the location. Manager January 1998 to January 2000 Analyzed and introduced a financial profitability model that realized a 15% revenue growth from capitalizing on the spill over effect of competitor's promotion. Reorganized departmental structure and introduced electronic scan receiving procedures, which increased labor productivity and technological efficiency by 50%. This saved the company $3000 per week in payroll expense. Reduced inventory holding cost and doubled truck deliveries, eliminated excess storage charges incurred from truck deliveries, and enhance company's just-in-time ordering process. Education Cultural Exchange Program : 7 1996 MONTCLAIR STATE UNIVERSITY - City , State , United State Master of Business Administration : Finance and Operations , 5 2004 GEORGETOWN UNIVERSITY, The Robert McDonough School of Business - City , State Finance and Operations (MBA) Bachelor of Science : Statistics , 4 1996 UNIVERSITY OF GHANA - City , State , Ghana Statistical Analysis and Mathematical theory Skills Budgeting, Cost management, Financial Reporting & Analytics, Investments and return on investment (ROI, NPV, and EVA), Process improvement, Sarbanes Oxley, Scheduling, SOX - Tax footnotes, Inventory Management, Receiving, sales, | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME499365922" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_499365922_1_325839185" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="499365922FNAM1"> </span> <span> </span> <span class="field" id="499365922LNAM1"> FINANCE BUSINESS PARTNER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM499365924" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM499365924"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_499365924_1_325840537" style="
padding-top:0px;
"> <div class="field singlecolumn" id="499365924FRFM1"> <p align="LEFT"> Finance Business Partner adept at effectively managing financial needs of various Corporate functions including auditing, and providing analytics of periodic performance results. Areas of expertise include budgeting, forecasting, allocations, cost reductions, project management and fostering client relationships.</p> </div> </div> </div> <div class="section" id="SECTION_HILT499365925" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT499365925"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_499365925_1_325841246" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="499365925SKC11"> <ul> <li> Strategic and financial planning expert</li> <li> SOX Compliance</li> <li> Oracle ERP (Enterprise Resource Planning), and Hyperion Planning software</li> <li> Financial planning and forecasting, Data analysis</li> </ul> </td> <td class="field twocol_2 charspace" id="499365925SKC21"> <ul> <li> Customer relations</li> <li> Data trending and Projections</li> <br/> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM499366305" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM499366305"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_499366305_1_325841354" style="
padding-top:0px;
"> <div class="field singlecolumn" id="499366305FRFM1"> <p align="LEFT"> Increased cost-effectiveness by (XX)% through compliance enforcement and implementation of a rigorous quality control system.</p> </div> </div> </div> <div class="section" id="SECTION_EXPR499365926" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR499365926"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_499365926_1_325839187" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="499365926JTIT1"> Finance Business Partner</span> <br/> <span> <span class="jobdates" format="%B %Y" id="499365926JSTD1"> November 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="499365926EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="499365926COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="499365926JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="499365926JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="499365926JDES1" itemprop="description"> <ul> <li> Responsible for financial planning of 5 - 6 corporate functions (Center of Excellence), including budgeting, forecasting, variance analysis, reporting with relevant analytics.</li> <li> Monthly financial review and recommend cost management.</li> </ul> <br/> <br/> <ul> <li> Responsible for completing financial and business reviews of various Hertz operations including the following: Sarbanes Oxley (SOX), NA Treasury and Financial Operations - Evaluated control effectiveness over Treasury Operations (cash management) and Financial Operations (Investments, debt leveraging, and derivative transactions).</li> <li> Coordinated reviews with PricewaterHouseCoopers (PwC) to ensure accurate Financial Reporting.</li> <li> HERC Fleet Operations - Evaluated the efficiency and adequacy of internal controls over HERC fleet operations (depreciation, equipment disposal, maintenance, product support and warranty) within the corporation's equipment rental division.</li> <li> Sarbanes Oxley (SOX) Corporate Tax Audit - Verified control effectiveness over the 2006 Hertz Tax Provision calculations (Deferred Income Taxes, Effective Tax Rate (EFT), and Tax Provision).</li> <li> Hertz Annual Bonus Audit - Verified the accuracy of 2004, 2005, and 2006 Hertz Annual Bonus Awards in accordance with bonus plan specifications approved by the Compensation Committee for the various Hertz Divisions.</li> <li> Hertz Claims Management - Reviewed effectiveness and adequacy of internal controls over Hertz Claims Processes.</li> <li> Evaluated workers compensation claims administered by Third Party Administrators (TPA), and ensured adherence to Federal and State regulations.</li> <li> Licensee/Franchise Audits: International Franchise Audits - Reviewed the operations and revenue reported by the following licensee.</li> <li> Audited two licensees with operations in Yucatan and Sonora States of Mexico, (Nov 2006), which resulted in a $500K and $100K assessment respectively.</li> <li> Audited the Costa Rica Licensee (Sept 2005), resulted in an assessment of $81K.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_499365926_2_325839189" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="499365926JTIT2"> </span> <span> <span class="jobdates" format="%B %Y" id="499365926JSTD2"> January 2003</span> <span class="jobdates" format="%B %Y" id="499365926EDDT2"> </span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="499365926COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="499365926JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="499365926JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="499365926JDES2" itemprop="description"> <ul> <li> Analyzed historical data (transactions) to determined transaction rate that maximizes process flow at the store checkouts (point of sales).</li> <li> Identified lack of excess capacity at store checkouts points and under utilization of existing labor force (improper scheduling procedures).</li> <li> Recommended a pull scheduling system to replace the generic scheduling procedure and training of employees to perform multifunctional roles that created dependable excess capacity.</li> <li> Increased cost efficiency, projected at $1.5M per annum.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_499365926_3_325839188" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="499365926JTIT3"> </span> <span> <span class="jobdates" format="%B %Y" id="499365926JSTD3"> September 2004</span> <span> to </span> <span class="jobdates" format="%B %Y" id="499365926EDDT3"> October 2004</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="499365926COMP3" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="499365926JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="499365926JSTA3" itemprop="addressRegion"> </span> </span> <span class="paddedline"> <span class="jobline" id="499365926JDES3" itemprop="description"> <ul> <li> Review operations of the South Capital U-Haul location to identify inefficiencies and recommend process improvement to increase profitability.</li> <li> Defined, measured and analyzed customer needs to enhance operational controls at the location.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_499365926_4_325839190" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="499365926JTIT4"> Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="499365926JSTD4"> January 1998</span> <span> to </span> <span class="jobdates" format="%B %Y" id="499365926EDDT4"> January 2000</span> </span> </span> <span class="paddedline"> <span class="jobline" id="499365926JDES4" itemprop="description"> <ul> <li> Analyzed and introduced a financial profitability model that realized a 15% revenue growth from capitalizing on the spill over effect of competitor's promotion.</li> <li> Reorganized departmental structure and introduced electronic scan receiving procedures, which increased labor productivity and technological efficiency by 50%.</li> <li> This saved the company $3000 per week in payroll expense.</li> <li> Reduced inventory holding cost and doubled truck deliveries, eliminated excess storage charges incurred from truck deliveries, and enhance company's just-in-time ordering process.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC499365927" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC499365927"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_499365927_1_325839194" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="499365927DGRE1" itemprop="name"> Cultural Exchange Program</span> <span> : </span> <span class="programline" dependency="STUY" id="499365927STUY1"> </span> <span class="jobdates" id="499365927GRYR1"> 7 1996</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="499365927SCHO1" itemprop="name"> MONTCLAIR STATE UNIVERSITY</span> <span> - </span> <span class="joblocation jobcity" id="499365927SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="499365927SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="499365927SCNT1"> United State</span> </span> <span class="paddedline"> <span class="field" id="499365927FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_499365927_2_325839192" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="499365927DGRE2" itemprop="name"> Master of Business Administration</span> <span> : </span> <span class="programline" dependency="STUY" id="499365927STUY2"> Finance and Operations</span> <span> , </span> <span class="jobdates" id="499365927GRYR2"> 5 2004</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="499365927SCHO2" itemprop="name"> GEORGETOWN UNIVERSITY, The Robert McDonough School of Business</span> <span> - </span> <span class="joblocation jobcity" id="499365927SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="499365927SSTA2"> State</span> <span class="joblocation jobstate" id="499365927SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="499365927FRFM2"> <p align="LEFT"> Finance and Operations (MBA)</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_499365927_3_325839195" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="499365927DGRE3" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" dependency="STUY" id="499365927STUY3"> Statistics</span> <span> , </span> <span class="jobdates" id="499365927GRYR3"> 4 1996</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="499365927SCHO3" itemprop="name"> UNIVERSITY OF GHANA</span> <span> - </span> <span class="joblocation jobcity" id="499365927SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="499365927SSTA3"> State</span> <span> , </span> <span class="joblocation jobstate" id="499365927SCNT3"> Ghana</span> </span> <span class="paddedline"> <span class="field" id="499365927FRFM3"> <p align="LEFT"> Statistical Analysis and Mathematical theory</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL499365935" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL499365935"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_499365935_1_325839196" style="
padding-top:0px;
"> <div class="field singlecolumn" id="499365935FRFM1"> <p align="LEFT"> Budgeting, Cost management, Financial Reporting & Analytics, Investments and return on investment (ROI, NPV, and EVA), Process improvement, <font> Sarbanes Oxley, Scheduling, SOX - Tax footnotes, Inventory Management, Receiving, sales, </font> </p> <p> </p> </div> </div> </div> </div> | FINANCE |
38,225,199 | FINANCE OPERATIONS/ SUPERVISOR MANAGER Professional Summary Looking for a position as Manager in a company that provides an open environment with many opportunities for continuous growth.I am highly motivated achiever who is recognized for combining program excellence, integrity, and innovation with best practices and disciplined attention to achieving immediate and long-term goals and objectives Core Qualifications Microsoft Office 2010 Window XP (Word, Power Point, Excel, Access), Vista, People Soft, Ensemble, Vantive/Newt, Agent Works, Web Client, TotalView/IEX, Internet Explorer, 1SourceCenter Connect,ICare , Call Support Tools. Amdocs, Exony &Cisco systems ,10-key by touch: Strong leadership skills Exceptional at resolving complex problems Excellent communication skills both verbal and written Good at presentations and conducting trainings for employees Energetic, creative, and great ability to motivate others Great interpersonal skills and the ability to resolve customer complaints and internal conflicts Time-management and multi-tasking skills Experience Company Name City , State Finance Operations/ Supervisor Manager 09/1999 to 02/2012 Company Name City , State Customer Relations Manager 03/2012 to Current Supervise and manage the daily operations of employees. Successfully led key projects which resulted in employee of the month.Monitor employee performance to ensure goals and objectives are met and/or exceed and that quality control techniques are utilized by each employee. Responsible for customer satisfaction and the implementation performance and service standards related to Sprint Nextel Direct Service. Prepare daily reports of key milestones as management tool to ensure that performance levels for each employee are properly documented for use during the mid-year and annual evaluations. Ensure new hires are familiar with the day to day administrative operations of the organization and have all the necessary tools to perform daily tasks efficiently and effectively. Field questions when necessary. Counsel employees on defining career and work related goals and objectives. Advise employees when necessary of opportunities and/or training that would enhance career opportunities at the company. Knowledge of principles and processes for providing good customer and personal service. Developed yearly and monthly team building actives for employees and upper management. Responsible for tracking customer claim information in system database and negotiating resolution of complaints that can be handled on the local level. Processed complaints resulted in 95% resolution to the satisfaction of both the customer and the company. Assist customers with routine requests, questions, and concerns regarding various store policies and their accounts. Research billing inquiries to ensure customers receive the best service possible. Work in conjunction with upper management/ director to identify performance gaps and develop departmental budget and controls in the operations. Provide written and verbal feedback regarding work results. Develop and implement processes and/or operational improvements to enhance efficiency and effectiveness of the operations. Ensure that productivity meets or exceed service and quality standards. Successfully developed and implemented several creative employee incentives for processing regional, government and corporate collections and establishing new accounts. Successfully refined and implemented new projects focused on aiding the Center in processing collections more efficiently and effectively closing gaps in process. Prepare daily reports of collection and customer care receipt transactions and disbursements. Reconcile daily accounts payable, accounts receivable and cash receipt transactions in general ledger. Ensure that all monetary transactions are properly documented. Review and monitor reports as required (i.e., daily time sheets, budgets, etc.). Interface with other business units to ensure timely completion of work. Outstanding interpersonal, motivational and presentation Driving business decisions. Can think strategically in order to create a vision and set company direction. Generating innovative ideas that are cost-effective ensuring profitability to the company. Implementing change in the work process to optimize productivity. Presenting the monthly performance in the monthly review meetings. Ensuring that the employees adhere to the company's rules and are in sync with the company's mission and value. Delegating tasks to the subordinates. Negotiate and manage agreements through business contract process. Managing client relationships to build a reputation for excellent service and generate repeat business Informed the customers about the advantages and ease of use of credit cards the company offers. Education Early CHildhood education/ computer Science.
1996 Certificate in Early Childhood Education : Early Childhood Education 1995 Community C COLLEGE OF DENVER , City , State , USA Certificate in Early Childhood Education : Early Childhood Education 1996 EMILY GRIFFITH OPPORTUNITY SCHOOL , City , State , USA Diploma : General Studies 1993 GEORGE WASHINGTON HIGH SCHOOL , City , State , USA GPA: Rewards and recognition 2004-2006 Circle of Excellence Recipient 2012 Crown Perks winner 2013 Crown Perks winner 2014 Pinnacle Perks winner Professional Affiliations Owner of Nonprofit organization Co Founder& Executive Director of Lug- N - Nuts Car Club Member of Colorado Low-rider Alliance Skills 10-key by touch, accounts payable, accounts receivable, administrative, billing, budgets, budget, Cisco, closing, interpersonal, credit, Client, customer satisfaction, customer care, database, direction, Driving, general ledger, government, Internet Explorer, team building, director, Managing, meetings, Access, Excel, Microsoft Office, Power Point, Window, Word, Works, negotiating, People Soft, policies, Presenting, processes, quality, quality control, Research, Vantive, vision, Vista, written | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME505134636" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_505134636_1_329794446" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="505134636FNAM1"> </span> <span> </span> <span class="field" id="505134636LNAM1"> FINANCE OPERATIONS/ SUPERVISOR MANAGER</span> </div> <div class="botBorder"> </div> </div> </div> <div class="section" id="SECTION_SUMM505134638" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM505134638"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_505134638_1_329794453" style="
padding-top:0px;
"> <div class="field singlecolumn" id="505134638FRFM1"> <p align="LEFT"> Looking for a position as Manager in a company that provides an open environment with many opportunities for continuous growth.I am highly motivated achiever who is recognized for combining program excellence, integrity, and innovation with best practices and disciplined attention to achieving immediate and long-term goals and objectives</p> </div> </div> </div> <div class="section" id="SECTION_HILT505134639" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT505134639"> Core Qualifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_505134639_1_329794454" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="505134639SKC11"> <p align="LEFT"> Microsoft Office 2010 Window XP (Word, Power Point, Excel, Access), Vista, People Soft, Ensemble, Vantive/Newt, Agent Works, Web Client, TotalView/IEX, Internet Explorer, 1SourceCenter Connect,ICare , Call Support Tools. Amdocs, Exony &Cisco systems ,10-key by touch:</p> </td> <td class="field twocol_2" id="505134639SKC21"> <ul> <li> Strong leadership skills</li> <li> Exceptional at resolving complex problems</li> <li> Excellent communication skills both verbal and written</li> <li> Good at presentations and conducting trainings for employees</li> <li> Energetic, creative, and great ability to motivate others</li> <li> Great interpersonal skills and the ability to resolve customer complaints and internal conflicts</li> <li> Time-management and multi-tasking skills</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR505134640" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR505134640"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_505134640_1_329794448" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="505134640COMP1" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="505134640JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="505134640JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="505134640JTIT1"> Finance Operations/ Supervisor Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="505134640JSTD1"> 09/1999</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="505134640EDDT1"> 02/2012</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="505134640JDES1" itemprop="description"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_505134640_2_329794449" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline txtCenter"> <span class="companyname" id="505134640COMP2" itemprop="name"> Company Name</span> </span> <span class="paddedline txtCenter" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="505134640JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="505134640JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="505134640JTIT2"> Customer Relations Manager </span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="505134640JSTD2"> 03/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="505134640EDDT2"> Current</span> </span> </span> <span class="paddedline"> <span class="jobline txtLeft" id="505134640JDES2" itemprop="description"> <ul> <li> Supervise and manage the daily operations of employees.</li> <li> Successfully led key projects which resulted in employee of the month.Monitor employee performance to ensure goals and objectives are met and/or exceed and that quality control techniques are utilized by each employee.</li> <li> Responsible for customer satisfaction and the implementation performance and service standards related to Sprint Nextel Direct Service.</li> <li> Prepare daily reports of key milestones as management tool to ensure that performance levels for each employee are properly documented for use during the mid-year and annual evaluations.</li> <li> Ensure new hires are familiar with the day to day administrative operations of the organization and have all the necessary tools to perform daily tasks efficiently and effectively.</li> <li> Field questions when necessary.</li> <li> Counsel employees on defining career and work related goals and objectives.</li> <li> Advise employees when necessary of opportunities and/or training that would enhance career opportunities at the company.</li> <li> Knowledge of principles and processes for providing good customer and personal service.</li> <li> Developed yearly and monthly team building actives for employees and upper management.</li> <li> Responsible for tracking customer claim information in system database and negotiating resolution of complaints that can be handled on the local level.</li> <li> Processed complaints resulted in 95% resolution to the satisfaction of both the customer and the company.</li> <li> Assist customers with routine requests, questions, and concerns regarding various store policies and their accounts.</li> <li> Research billing inquiries to ensure customers receive the best service possible.</li> <li> Work in conjunction with upper management/ director to identify performance gaps and develop departmental budget and controls in the operations.</li> <li> Provide written and verbal feedback regarding work results.</li> <li> Develop and implement processes and/or operational improvements to enhance efficiency and effectiveness of the operations.</li> <li> Ensure that productivity meets or exceed service and quality standards.</li> <li> Successfully developed and implemented several creative employee incentives for processing regional, government and corporate collections and establishing new accounts.</li> <li> Successfully refined and implemented new projects focused on aiding the Center in processing collections more efficiently and effectively closing gaps in process.</li> <li> Prepare daily reports of collection and customer care receipt transactions and disbursements.</li> <li> Reconcile daily accounts payable, accounts receivable and cash receipt transactions in general ledger.</li> <li> Ensure that all monetary transactions are properly documented.</li> <li> Review and monitor reports as required (i.e., daily time sheets, budgets, etc.).</li> <li> Interface with other business units to ensure timely completion of work.</li> <li> Outstanding interpersonal, motivational and presentation Driving business decisions.</li> <li> Can think strategically in order to create a vision and set company direction.</li> <li> Generating innovative ideas that are cost-effective ensuring profitability to the company.</li> <li> Implementing change in the work process to optimize productivity.</li> <li> Presenting the monthly performance in the monthly review meetings.</li> <li> Ensuring that the employees adhere to the company's rules and are in sync with the company's mission and value.</li> <li> Delegating tasks to the subordinates.</li> <li> Negotiate and manage agreements through business contract process.</li> <li> Managing client relationships to build a reputation for excellent service and generate repeat business Informed the customers about the advantages and ease of use of credit cards the company offers.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC505134641" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC505134641"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_505134641_1_329794450" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="505134641DGRE1" itemprop="name"> Early CHildhood education/ computer Science.
1996 Certificate in Early Childhood Education</span> <span> :</span> <span class="programline" dependency="STUY" id="505134641STUY1"> Early Childhood Education </span> <span class="datesWrapper"> <span class="jobdates" id="505134641GRYR1"> 1995</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="505134641SCHO1" itemprop="name"> Community C COLLEGE OF DENVER</span> <span> , </span> <span class="joblocation jobcity" id="505134641SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="505134641SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="505134641SCNT1"> USA</span> </span> <span class="paddedline"> <span class="field" id="505134641FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_505134641_2_329794451" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="505134641DGRE2" itemprop="name"> Certificate in Early Childhood Education</span> <span> :</span> <span class="programline" dependency="STUY" id="505134641STUY2"> Early Childhood Education</span> <span class="datesWrapper"> <span class="jobdates" id="505134641GRYR2"> 1996</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="505134641SCHO2" itemprop="name"> EMILY GRIFFITH OPPORTUNITY SCHOOL</span> <span> , </span> <span class="joblocation jobcity" id="505134641SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="505134641SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="505134641SCNT2"> USA</span> </span> <span class="paddedline"> <span class="field" id="505134641FRFM2"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_505134641_3_329794452" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="505134641DGRE3" itemprop="name"> Diploma</span> <span> :</span> <span class="programline" dependency="STUY" id="505134641STUY3"> General Studies</span> <span class="datesWrapper"> <span class="jobdates" id="505134641GRYR3"> 1993</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="505134641SCHO3" itemprop="name"> GEORGE WASHINGTON HIGH SCHOOL</span> <span> , </span> <span class="joblocation jobcity" id="505134641SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="505134641SSTA3"> State</span> <span> , </span> <span class="joblocation jobstate" id="505134641SCNT3"> USA</span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="505134641GRPA3"> Rewards and recognition 2004-2006 Circle of Excellence Recipient 2012 Crown Perks winner 2013 Crown Perks winner 2014 Pinnacle Perks winner </span> </span> <span class="paddedline"> <span class="field" id="505134641FRFM3"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL505134642" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_AFIL505134642"> Professional Affiliations</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_505134642_1_329795521" style="
padding-top:0px;
"> <div class="field singlecolumn" id="505134642FRFM1"> <p align="LEFT"> Owner of Nonprofit organization</p> <p align="LEFT"> Co Founder& Executive Director of Lug- N - Nuts Car Club</p> <p align="LEFT"> Member of Colorado Low-rider Alliance</p> </div> </div> </div> <div class="section" id="SECTION_SKLL505134643" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL505134643"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_505134643_1_329794455" style="
padding-top:0px;
"> <div class="field singlecolumn" id="505134643FRFM1"> <p align="LEFT"> 10-key by touch, accounts payable, accounts receivable, administrative, billing, budgets, budget, Cisco, closing, interpersonal, credit, Client, customer satisfaction, customer care, database, direction, Driving, general ledger, government, Internet Explorer, team building, director, Managing, meetings, Access, Excel, Microsoft Office, Power Point, Window, Word, Works, negotiating, People Soft, policies, Presenting, processes, quality, quality control, Research, Vantive, vision, Vista, written</p> </div> </div> </div> </div> | FINANCE |
14,106,638 | VICE PRESIDENT, CORPORATE FINANCE Summary Accomplished healthcare finance executive with a demonstrated ability to deliver mission-critical results in complex and rapidly changing environments. Skills Balance Sheet Risk Management Contract Negotiations Treasury Management Technical US GAAP Accounting Proficient Board Communications Multi-disciplinary Team Lead Experience Vice President, Corporate Finance 10/2015 to Current Company Name City , State Responsible for various consolidated corporate departments which provided accounts payable, accounting, financial reporting, non-patient billing, payroll, tax and treasury services to the health system and its components, including acute-care hospitals, a post-acute care facility, the faculty physician group, multiple benefit plans and various for-profit and not-for-profit joint ventures. Served as staff of the Audit and Compliance Committee of the Board responsible for the governance of the committee Served as the staff for the Investment Committee of the Board responsible for the governance of the Committee Managed the external audit of the consolidated financial statements of the organization, its components, and its employee benefit plans Managed the tax structure, tax compliance filings, monitoring of tax exempt status and compliance with IRC 501r requirements for hospitals Led and created offering statements for multiple tax exempt bond financings, achieving over $15 million in economics savings on refinancing of existing debt Led $41 million new market tax credit financing for the construction of a new Neurosciences Institute facility Led bond ratings presentations for 5 successful continuous upgrades over the 5 years Managed the debt compliance of the enterprise and obligated group reporting Directed ongoing risk mitigation efforts of the defined-benefit pension plan obligation, including plan design changes leading the freeze of al participants and additional funding, including a $50 million funding in September 2016 Led the successful selection of and change of outsourced Chief Investment Officer and complete turnover of $400 million investment portfolio Responsible for various external vendor relationships including audit, tax, actuarial, banking, merchant processing, custodial, investments, and bond holder relationships and the ongoing evaluation and requests for proposal of such services Vice President/Controller 04/2012 to 09/2015 Company Name City , State Responsible for various consolidated corporate departments which provided accounts payable, accounting, financial reporting, non-patient billing, payroll, tax and treasury services to the health system and its components, including acute-care hospitals, a post-acute care facility, the faculty physician group, multiple benefit plans and various for-profit and not-for-profit joint ventures. Successfully led a series of tax restructurings of entities within the health system in conjunction with in-house general counsel to streamline the structure of the health system and create efficiencies in the administration and compliance filings with the IRS. Led and created offering statements for multiple new money tax exempt bond financings. Led the due diligence and accounting of the acquisition of the faculty practice plan assets and clinical operations. Led ongoing integration efforts with the faculty practice plan to streamline finance operations, simplify debt structure, centralize treasury services, and ensure consistency and timeliness of financial information Expanded the bench strength of the Corporate Finance team by re-establishing the role of Corporate Controller and creating capacity for the Vice President, Corporate Finance role to assist the CFO in strategic operations Corporate Controller 12/2006 to 04/2012 Company Name City , State Responsible for various consolidated corporate departments which provided accounts payable, accounting, financial reporting, non-patient billing, tax and treasury services to the health system and its components, including several acute-care hospitals, a post-acute care facility, multiple benefit plans and various for-profit and not-for-profit joint ventures. Successfully aided in negotiations of financial terms resulting from multiple financial settlement agreements surrounding departures of multiple hospitals from the joint operating agreement governance structure of the health system during 2007 - 2010. Successfully negotiated and managed multiple transition service agreements for multiple hospitals spanning three months to three years resulting from the departure of hospitals from the health system joint operating agreement during 2007 -2010. Managed the successful accounting and external audits of the health system during the financial and organizational restructuring of the health system. Managed and reorganized the corporate finance team various times throughout the restructuring of the health system. Managed multiple liability payoffs of the health system including tax exempt debt payoffs, pension spin-offs, and medical malpractice liability run-outs during the financial restructuring of the health system. Actively participated in the reorganization of the health system and affiliation with its academic sponsor in relation to appropriate accounting treatment and led the tax restructuring of the health system. Acted as lead staff for the inaugural tax exempt debt issue and rating process by external agencies for the restructured legal entity in 2010. Managed the accounting and financial reporting over the new construction and operations of a large community hospital. Audit Professional 08/1997 to 12/2006 Company Name City , State Responsible for various financial audits for retail, manufacturing, investment management, academic medical centers, healthcare, higher education and non-profit entities. Also responsible for multiple due diligence assessments in the mergers and acquisition consulting practice of the firm. Trained staff nationally in audit methodologies, accounting guidance and audit software at continuing education seminars. Prepared and reviewed financial statements of both private and public companies, including multi-location consolidations. Researched accounting issues and concluded on proper accounting treatments and disclosures. Performed and supervised projects assessing internal control reliability and effectiveness, including companies subject to the Sarbanes-Oxley Act. Acted as lead senior in a large multi-national restatement audit surrounding proper lease accounting. Acted as lead manager in large multi-state restatement audit undergoing a significant SEC investigation. Supervised and evaluated audit staff ranging from one to twenty-five individuals. Participated in national committees to design and create audit programs for not-for-profit and higher education industries. Prepared and coordinated audit budgets, forecasts and billings. Actively participated in recruitment efforts and interviews of potential hires enrolled in nationally identified strategic business schools. Presented in continuing education seminars with local business groups and university accounting cirriculum. Education and Training Bachelor of Science : Accountancy 1997 Miami University City , State Economics Minor Cum laude Credentials CPA, State of Ohio License #42088 Dec 2003 to Dec 2017 CGMA, American Institute of Certified Public Accountants Dec 2014 FHFMA, Healthcare Financial Management Association April 2013 CHFP, Healthcare Financial Management Association April 2013 Activities and Honors Uptown Consortium, Cincinnati, Audit Committee Member 2017 Uptown Consortium, Cincinnati, Finance Committee Member 2008 - 2017 Uptown Consortium, Cincinnati, Executive Committee Member 2016- 2017 Healthcare Financial Management Association, National Large System Controller Council Healthcare Financial Management Association, Southwest Ohio Chapter, Board Director 2010 Healthcare Financial Management Association, Southwest Ohio Chapter,Treasurer, 2011- 2012 American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants Speaker for Healthcare Financial Management Association and American Healthcare Lawyers Association | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME1003625598" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_1003625598_1_665679358" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="1003625598FNAM1"> </span> <span> </span> <span class="field lName" id="1003625598LNAM1"> VICE PRESIDENT, CORPORATE FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM1003625603" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM1003625603"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003625603_1_665679367" style="padding-top:0px;"> <div class="field singlecolumn" id="1003625603FRFM1"> <span> Accomplished healthcare finance executive with a demonstrated ability to deliver mission-critical results in complex and rapidly changing environments. </span> </div> </div> </div> <div class="section" id="SECTION_HILT1003625605" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT1003625605"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003625605_1_665682436" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="1003625605SKC11"> <ul> <li> Balance Sheet Risk Management</li> <li> Contract Negotiations</li> <li> Treasury Management</li> </ul> </td> <td class="field twocol_2" id="1003625605SKC21"> <ul> <li> Technical US GAAP Accounting Proficient</li> <li> Board Communications</li> <li> Multi-disciplinary Team Lead</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR1003625601" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR1003625601"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003625601_1_665684588" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1003625601JTIT1"> Vice President, Corporate Finance</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="1003625601JSTD1"> 10/2015</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="1003625601EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1003625601COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="1003625601JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="1003625601JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="1003625601JDES1" itemprop="description"> <p> Responsible for various consolidated corporate departments which provided accounts payable, accounting, financial reporting, non-patient billing, payroll, tax and treasury services to the health system and its components, including acute-care hospitals, a post-acute care facility, the faculty physician group, multiple benefit plans and various for-profit and not-for-profit joint ventures. </p> <ul> <li> Served as staff of the Audit and Compliance Committee of the Board responsible for the governance of the committee</li> <li> Served as the staff for the Investment Committee of the Board responsible for the governance of the Committee</li> <li> Managed the external audit of the consolidated financial statements of the organization, its components, and its employee benefit plans</li> <li> Managed the tax structure, tax compliance filings, monitoring of tax exempt status and compliance with IRC 501r requirements for hospitals</li> <li> Led and created offering statements for multiple tax exempt bond financings, achieving over $15 million in economics savings on refinancing of existing debt</li> <li> Led $41 million new market tax credit financing for the construction of a new Neurosciences Institute facility</li> <li> Led bond ratings presentations for 5 successful continuous upgrades over the 5 years</li> <li> Managed the debt compliance of the enterprise and obligated group reporting</li> <li> Directed ongoing risk mitigation efforts of the defined-benefit pension plan obligation, including plan design changes leading the freeze of al participants and additional funding, including a $50 million funding in September 2016</li> <li> Led the successful selection of and change of outsourced Chief Investment Officer and complete turnover of $400 million investment portfolio</li> <li> Responsible for various external vendor relationships including audit, tax, actuarial, banking, merchant processing, custodial, investments, and bond holder relationships and the ongoing evaluation and requests for proposal of such services</li> </ul> <div> </div> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1003625601_2_665693227" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1003625601JTIT2"> Vice President/Controller</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="1003625601JSTD2"> 04/2012</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="1003625601EDDT2"> 09/2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1003625601COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="1003625601JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="1003625601JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="1003625601JDES2" itemprop="description"> <div> Responsible for various consolidated corporate departments which provided accounts payable, accounting, financial reporting, non-patient billing, payroll, tax and treasury services to the health system and its components, including acute-care hospitals, a post-acute care facility, the faculty physician group, multiple benefit plans and various for-profit and not-for-profit joint ventures.</div> <ul> <li> Successfully led a series of tax restructurings of entities within the health system in conjunction with in-house general counsel to streamline the structure of the health system and create efficiencies in the administration and compliance filings with the IRS.</li> <li> Led and created offering statements for multiple new money tax exempt bond financings.</li> <li> Led the due diligence and accounting of the acquisition of the faculty practice plan assets and clinical operations.</li> <li> Led ongoing integration efforts with the faculty practice plan to streamline finance operations, simplify debt structure, centralize treasury services, and ensure consistency and timeliness of financial information</li> <li> Expanded the bench strength of the Corporate Finance team by re-establishing the role of Corporate Controller and creating capacity for the Vice President, Corporate Finance role to assist the CFO in strategic operations</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1003625601_3_665679361" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1003625601JTIT3"> Corporate Controller</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="1003625601JSTD3"> 12/2006</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="1003625601EDDT3"> 04/2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1003625601COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="1003625601JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="1003625601JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="1003625601JDES3" itemprop="description"> <div> Responsible for various consolidated corporate departments which provided accounts payable, accounting, financial reporting, non-patient billing, tax and treasury services to the health system and its components, including several acute-care hospitals, a post-acute care facility, multiple benefit plans and various for-profit and not-for-profit joint ventures. </div> <ul> <li> Successfully aided in negotiations of financial terms resulting from multiple financial settlement agreements surrounding departures of multiple hospitals from the joint operating agreement governance structure of the health system during 2007 - 2010.</li> <li> Successfully negotiated and managed multiple transition service agreements for multiple hospitals spanning three months to three years resulting from the departure of hospitals from the health system joint operating agreement during 2007 -2010.</li> <li> Managed the successful accounting and external audits of the health system during the financial and organizational restructuring of the health system.</li> <li> Managed and reorganized the corporate finance team various times throughout the restructuring of the health system.</li> <li> Managed multiple liability payoffs of the health system including tax exempt debt payoffs, pension spin-offs, and medical malpractice liability run-outs during the financial restructuring of the health system.</li> <li> Actively participated in the reorganization of the health system and affiliation with its academic sponsor in relation to appropriate accounting treatment and led the tax restructuring of the health system.</li> <li> Acted as lead staff for the inaugural tax exempt debt issue and rating process by external agencies for the restructured legal entity in 2010.</li> <li> Managed the accounting and financial reporting over the new construction and operations of a large community hospital.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1003625601_4_665679363" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1003625601JTIT4"> Audit Professional</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="1003625601JSTD4"> 08/1997</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="1003625601EDDT4"> 12/2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1003625601COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="1003625601JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="1003625601JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="1003625601JDES4" itemprop="description"> <p> Responsible for various financial audits for retail, manufacturing, investment management, academic medical centers, healthcare, higher education and non-profit entities. Also responsible for multiple due diligence assessments in the mergers and acquisition consulting practice of the firm. Trained staff nationally in audit methodologies, accounting guidance and audit software at continuing education seminars.</p> <ul> <li> Prepared and reviewed financial statements of both private and public companies, including multi-location consolidations.</li> <li> Researched accounting issues and concluded on proper accounting treatments and disclosures.</li> <li> Performed and supervised projects assessing internal control reliability and effectiveness, including companies subject to the Sarbanes-Oxley Act.</li> <li> Acted as lead senior in a large multi-national restatement audit surrounding proper lease accounting.</li> <li> Acted as lead manager in large multi-state restatement audit undergoing a significant SEC investigation.</li> <li> Supervised and evaluated audit staff ranging from one to twenty-five individuals.</li> <li> Participated in national committees to design and create audit programs for not-for-profit and higher education industries.</li> <li> Prepared and coordinated audit budgets, forecasts and billings.</li> <li> Actively participated in recruitment efforts and interviews of potential hires enrolled in nationally identified strategic business schools.</li> <li> Presented in continuing education seminars with local business groups and university accounting cirriculum.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC1003625602" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC1003625602"> Education and Training</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003625602_1_665679365" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1003625602DGRE1" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="1003625602STUY1"> Accountancy</span> <span class="datesWrapper"> <span class="jobdates" id="1003625602GRYR1"> 1997</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1003625602SCHO1" itemprop="name"> Miami University</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="1003625602SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="1003625602SSTA1"> State</span> <span class="joblocation eduCountry" id="1003625602SCNT1"> </span> </span> </span> <span class="paddedline"> <span class="field" id="1003625602FRFM1"> <div> Economics Minor </div> <div> Cum laude</div> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL1003625604" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL1003625604"> Credentials</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003625604_1_665679369" style="padding-top:0px;"> <div class="field singlecolumn" id="1003625604FRFM1"> <div> CPA, State of Ohio License #42088 Dec 2003 to Dec 2017</div> <div> CGMA, American Institute of Certified Public Accountants Dec 2014</div> <div> FHFMA, Healthcare Financial Management Association April 2013</div> <div> CHFP, Healthcare Financial Management Association April 2013</div> </div> </div> </div> <div class="section" id="SECTION_AFIL1003625606" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_AFIL1003625606"> Activities and Honors</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1003625606_1_665695434" style="padding-top:0px;"> <div class="field singlecolumn" id="1003625606FRFM1"> <div> Uptown Consortium, Cincinnati, Audit Committee Member 2017</div> <div> Uptown Consortium, Cincinnati, Finance Committee Member 2008 - 2017</div> <div> Uptown Consortium, Cincinnati, Executive Committee Member 2016- 2017 </div> <div> Healthcare Financial Management Association, National Large System Controller Council </div> <div> Healthcare Financial Management Association, Southwest Ohio Chapter, Board Director 2010</div> <div> Healthcare Financial Management Association, Southwest Ohio Chapter,Treasurer, 2011- 2012</div> <div> American Institute of Certified Public Accountants </div> <div> Ohio Society of Certified Public Accountants</div> <div> Speaker for Healthcare Financial Management Association and American Healthcare Lawyers Association</div> <div> </div> <div> </div> <div> </div> </div> </div> </div> </div> | FINANCE |
19,243,556 | DIRECTOR OF FINANCE Executive Profile Dynamic, results-oriented Controller with over 25 years of experience, demonstrating expertise in financial reporting and analysis. Strong track record in creating and implementing internal controls, to reduce the risk of fraud, exposure and loss. Created SOD to increase efficiency and set standards for compliance within the finance department. Applied testing processes and procedures to improve financial operations. Hands on Manager who is effective at creating a team environment. Proficient plus in all aspects of General Ledger, BS and P&L financial reporting. Well versed in treasury management and reporting across numerous industries as well as internal and external audits and regulatory compliance. Skill Highlights Financial Management Financial Reporting and Analysis Maintain/Update General Ledger Treasury Management ●Process Improvement & Finance Controls● Implementation Sarbannes-Oxley Compliance GL Account reconciliations Sales Commission Analysis Sales D&A analysis Inventory Reconciliation Customer relations Payroll Management ● Staff Training & Management ●Accounts Payable & Receivable Fixed Asset Management ● State Reporting incl. Sales Tax Filings Oracle Financials ●● QuickBooks Asset Keeper Discovery Payroll Excel 2013 ADP-Etime Kronos PeopleSoft Excel 2013 MSOffice Core Accomplishments Developed financial controls that successfully scaled as the company grew in annual revenues. Hired and trained a defined accounting department and established SOD to reduce risk of fraud and exposure. Successfully managed annual audits in which no material weakness were noted by auditors. Assisted in accelerating month end closing processes to the 5th business day of every month. Provided timely and accurate financial reports on operating entities. Negotiated discount terms with Vendors not currently offering. Recaptured 100K+ of lost D&A costs and created/reclassed accounts for better analysis and financial reporting for sales team. Worked with plant manager and department heads to create Purchase order template and approval controls to reduce lost time and money. Worked in creating AR processes to ensure timely collection of all accounts falling into the 30 day and over buckets. Professional Experience December 2014 to Current Company Name City , State Director of Finance Providing effective financial leadership by developing and implementing efficient accounting controls, segregation of duties and defined roles within the accounting department. Enable strategic foresight into the business by modeling, planning and executing financial processes. Reduce risk, exposure and loss, specifically with D&A by establishing cost effective ways to track and measure financial impact. Providing knowledgeable and accurate financial reporting to management. Execute accounts receivable reporting enhancements for timely collections. Ensure firm account reconciliations as well as continually addressing and resolving unexpected variances. Complete monthly bank reconciliations. Assist CFO with daily sales reporting and analysis. June 2004 to December 2014 Company Name City , State Assistant Controller/Accounting Manager Manage all accounting operations, financial close, financial reporting and reconciliations. Prepare, review and present accurate financial statements at each month end. Provide firm reconciliations, including general ledger, treasury and payroll. Manage treasury accounts and cash flow. Key player in automating otherwise manual processes. Established and assurance of Sarbanes-Oxley compliance for accounting functions. Comply with federal, state and company policies and regulations, including filing of all annual reports, franchise taxes and foreign tax filing. Manage successful quarterly and annual internal/external audits with no material weaknesses. Hire/train/evaluate 13+ accounting staff. January 1992 to January 2004 Company Name City , State Controller Managed accounting operations, financial close, account reporting and monthly reconciliations. Prepared accurate consolidated financial statements pertaining to cash receipts, expenditures and profit and loss at each month end. Managed annual external audits. Directed corporate accounting system conversion into AccPac Plus accounting platform. Completed monthly bank reconciliations for multiple bank accounts, with no discrepancies. Maintained fixed assets, calculated and recorded monthly depreciation and amortization. Managed general ledger for five companies. Reconciled 12M+ inventory. Managed all facets of Payroll for 80+ employees including filing of all payroll taxes, quarterly and annually. Prepared W-2's and 1099's annually Education 2000 Colorado State University City , State , US Bachelor of Arts 2002, Colorado State University Fort Collins, CO, USA Bachelor of Arts 1995, Front Range Community College, Fort Collins, CO Associates in Accounting Skills Corporate Accounting, Accounting Operations, Audits, Cash, Filing, Financial Statements, General Ledger Reconciliations, Payroll and PR Reconciliations, Accounts Payable, Bank Reconciliations, Asset Mgmt, Fixed Assets, Inventory Reconcilations, Journal Entry Maintenance, Financial Reporting, Sarbanes-oxley, Adp Payroll System, Asset Management, Excel, Finance, Financial Analysis, Financial Operations, Kronos, Oracle, Oracle Financials, Peoplesoft, Process Improvement, Quickbooks, Regulatory Compliance, Sales analysis, Sales Tax, , Staff Training, Testing, Training, Treasury Management | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME583053853" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_583053853_1_379556274" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="583053853FNAM1"> </span> <span> </span> <span class="field" id="583053853LNAM1"> DIRECTOR OF FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM583053855" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM583053855"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_583053855_1_379556276" style="
padding-top:0px;
"> <div class="field singlecolumn" id="583053855FRFM1"> <p align="LEFT"> Dynamic, results-oriented Controller with over 25 years of experience, demonstrating expertise in financial reporting and analysis. Strong track record in creating and implementing internal controls, to reduce the risk of fraud, exposure and loss. Created SOD to increase efficiency and set standards for compliance within the finance department. Applied testing processes and procedures to improve financial operations. Hands on Manager who is effective at creating a team environment. Proficient plus in all aspects of General Ledger, BS and P&L financial reporting. Well versed in treasury management and reporting across numerous industries as well as internal and external audits and regulatory compliance.</p> </div> </div> </div> <div class="section" id="SECTION_HILT583053856" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT583053856"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_583053856_1_379556277" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="583053856SKC11"> <p align="LEFT"> Financial Management</p> <p align="LEFT"> Financial Reporting and Analysis</p> <p align="LEFT"> Maintain/Update General Ledger </p> <p align="LEFT"> Treasury Management</p> <p align="LEFT"> ●Process Improvement & Finance Controls● Implementation</p> <p align="LEFT"> Sarbannes-Oxley Compliance</p> <p align="LEFT"> GL Account reconciliations</p> <p align="LEFT"> Sales Commission Analysis</p> <p align="LEFT"> Sales D&A analysis</p> <p align="LEFT"> Inventory Reconciliation </p> <p align="LEFT"> Customer relations</p> <p align="LEFT"> Payroll Management ●</p> <p align="LEFT"> Staff Training & Management</p> <p align="LEFT"> ●Accounts Payable & Receivable </p> <p align="LEFT"> Fixed Asset Management ●</p> <p align="LEFT"> State Reporting incl. Sales Tax Filings </p> <br/> <br/> </td> <td class="field twocol_2" id="583053856SKC21"> <ul> <li> Oracle Financials ●● </li> <li> QuickBooks</li> <li> Asset Keeper</li> <li> Discovery Payroll</li> <li> Excel 2013</li> <li> ADP-Etime </li> <li> Kronos</li> <li> PeopleSoft</li> <li> Excel 2013</li> <li> MSOffice </li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM583053860" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM583053860"> Core Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_583053860_1_379556278" style="
padding-top:0px;
"> <div class="field singlecolumn" id="583053860FRFM1"> <p align="LEFT"> Developed financial controls that successfully scaled as the company grew in annual revenues. Hired and trained a defined accounting department and established SOD to reduce risk of fraud and exposure. </p> <p align="LEFT"> Successfully managed annual audits in which no material weakness were noted by auditors. Assisted in accelerating month end closing processes to the 5th business day of every month. Provided timely and accurate financial reports on operating entities. Negotiated discount terms with Vendors not currently offering. Recaptured 100K+ of lost D&A costs and created/reclassed accounts for better analysis and financial reporting for sales team. Worked with plant manager and department heads to create Purchase order template and approval controls to reduce lost time and money. Worked in creating AR processes to ensure timely collection of all accounts falling into the 30 day and over buckets. </p> </div> </div> </div> <div class="section" id="SECTION_EXPR583053857" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR583053857"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_583053857_1_379687978" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%B %Y" id="583053857JSTD1"> December 2014</span> <span> to </span> <span class="jobdates" format="%B %Y" id="583053857EDDT1"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="583053857COMP1" itemprop="name"> Company Name</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="583053857JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="583053857JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="583053857JTIT1"> Director of Finance</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="583053857JDES1" itemprop="description"> <p align="LEFT"> Providing effective financial leadership by developing and implementing efficient accounting controls, segregation of duties and defined roles within the accounting department. Enable strategic foresight into the business by modeling, planning and executing financial processes. Reduce risk, exposure and loss, specifically with D&A by establishing cost effective ways to track and measure financial impact. Providing knowledgeable and accurate financial reporting to management. Execute accounts receivable reporting enhancements for timely collections. Ensure firm account reconciliations as well as continually addressing and resolving unexpected variances. Complete monthly bank reconciliations. Assist CFO with daily sales reporting and analysis.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_583053857_2_379556279" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%B %Y" id="583053857JSTD2"> June 2004</span> <span> to </span> <span class="jobdates" format="%B %Y" id="583053857EDDT2"> December 2014</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="583053857COMP2" itemprop="name"> Company Name</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="583053857JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="583053857JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="583053857JTIT2"> Assistant Controller/Accounting Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="583053857JDES2" itemprop="description"> <p align="LEFT"> Manage all accounting operations, financial close, financial reporting and reconciliations. Prepare, review and present accurate financial statements at each month end. Provide firm reconciliations, including general ledger, treasury and payroll. Manage treasury accounts and cash flow. Key player in automating otherwise manual processes. Established and assurance of Sarbanes-Oxley compliance for accounting functions. Comply with federal, state and company policies and regulations, including filing of all annual reports, franchise taxes and foreign tax filing. Manage successful quarterly and annual internal/external audits with no material weaknesses. Hire/train/evaluate 13+ accounting staff. </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_583053857_3_387587663" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%B %Y" id="583053857JSTD3"> January 1992</span> <span> to </span> <span class="jobdates" format="%B %Y" id="583053857EDDT3"> January 2004</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="583053857COMP3" itemprop="name"> Company Name</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="joblocation jobcity" id="583053857JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="583053857JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobtitle" id="583053857JTIT3"> Controller</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="583053857JDES3" itemprop="description"> <p align="LEFT"> Managed accounting operations, financial close, account reporting and monthly reconciliations. Prepared accurate consolidated financial statements pertaining to cash receipts, expenditures and profit and loss at each month end. Managed annual external audits. Directed corporate accounting system conversion into AccPac Plus accounting platform. Completed monthly bank reconciliations for multiple bank accounts, with no discrepancies. Maintained fixed assets, calculated and recorded monthly depreciation and amortization. Managed general ledger for five companies. Reconciled 12M+ inventory. Managed all facets of Payroll for 80+ employees including filing of all payroll taxes, quarterly and annually. Prepared W-2's and 1099's annually</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC583053858" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC583053858"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_583053858_1_379556282" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" id="583053858GRYR1"> 2000</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="583053858SCHO1" itemprop="name"> Colorado State University</span> <br/> <span class="joblocation jobcity" id="583053858SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="583053858SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="583053858SCNT1"> US</span> </span> <span class="paddedline" itemprop="description"> <span class="programline" id="583053858STUY1"> </span> <br/> <span class="degree" id="583053858DGRE1" itemprop="name"> Bachelor of Arts</span> </span> <span class="paddedline"> <span class="field" id="583053858FRFM1"> <p align="LEFT"> 2002, Colorado State University Fort Collins, CO, USA </p> <p align="LEFT"> Bachelor of Arts</p> <br/> <p align="LEFT"> 1995, Front Range Community College, Fort Collins, CO </p> <p align="LEFT"> Associates in Accounting</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL583053861" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL583053861"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_583053861_1_379556283" style="
padding-top:0px;
"> <div class="field singlecolumn" id="583053861FRFM1"> <p align="LEFT"> Corporate Accounting, Accounting Operations, Audits, Cash, Filing, Financial Statements, General Ledger Reconciliations, Payroll and PR Reconciliations, Accounts Payable, Bank Reconciliations, Asset Mgmt, Fixed Assets, Inventory Reconcilations, Journal Entry Maintenance, Financial Reporting, Sarbanes-oxley, Adp Payroll System, Asset Management, Excel, Finance, Financial Analysis, Financial Operations, Kronos, Oracle, Oracle Financials, Peoplesoft, Process Improvement, Quickbooks, Regulatory Compliance, Sales analysis, Sales Tax, , Staff Training, Testing, Training, Treasury Management</p> </div> </div> </div> </div> | FINANCE |
20,880,935 | SPECIAL FINANCE MANAGER Summary Seeking the position of Commercial Underwriter II where I may employ my expertise in Special Finance Management, Cost & Risk Analysis (LTV & DTI), Structured Negotiations, and Audit Controls. Providing the company with the highest level of strategic services and profitability. Highlights Strong management skills in strategic planning, organizational re-engineering, budget analysis, process, productivity, and quality improvement. Talented in leading and developing business opportunities and marketing strategies to maximize profitability. Accomplishments Phi Beta Kappa Honor Society Experience Company Name December 2011 to February 2014 Special Finance Manager City , State Managed and directed overall special finance administration and operation of automobile dealership. Achieved an average 202 sales per month (126 new cars) 57% rise in overall sales within the first 3 months. Re-engineered management methods which streamlined operations and increased sales. Conducted ongoing analyzes to evaluate the efficiency, quality and productivity of operations. Increased dealerships rating to #1 Dealer in the district and #1 in sales in the North East Texas Region; which significantly increased overall profitability for the company. Developed and implemented employee relations programs to increase morale, productivity and efficiency. Encouraged and supported a team-like work environment. After taking over special finance management position, increased the SSI (sales satisfaction index) from the mid 80's to 96%. Worked extensively with media personnel to coordinate advertising for print and radio. Developed, directed and monitored comprehensive communications and advertising programs through implementation of various media designed to achieve desired results. Organized, coordinated and implemented company's advertising and marketing strategies into everyday operations. Set up and arranged special activities and events to promote the company and its services. Managed and administered a $25,000 monthly advertising budget. Company Name July 2007 to December 2011 Dealer Relationships Manager (DRM) City , State July 2007 - December 2011 Marketing and sales of the companies underwriting guidelines and programs in specific markets of Chrysler Dodge Jeep RAM dealerships. Securing financial lending opportunities for Chrysler Financial Corporation in the areas of retail finance, wholesale/floor planning finance, and leasing. Managed dealer accounts, assisted in the loan process, acted as a liaison between dealerships and the corporate offices. Maintained account management software, produced month end reports. Provided training on all Chrysler Financial programs and initiatives. Managed dealer accounts through physical visits, phone calls, emails, faxes and follow up. Coordinated and assisted Funding and Credit with the loan process. Conducted sales and finance presentations to demonstrate use of company products. Maintained complete confidentiality of all dealerships and Chrysler Financial Corporation. Company Name June 2001 to May 2007 Senior LBM Manager City , State Responsible for timely and accurate billing for strategic contracted customers with revenue in excess of $10 million per month. Researched and resolved complex customer inquiries and issues. Developed business process and billing procedures for the Large Business Market Billing department. Trained and informed Billing Team on system modifications and procedural updates. Key player in creating new processes and systems during deregulation of the Texas electrical market. Knowledgeable in the rules and regulations of the Texas deregulated energy market including ERCOT processes, Electronic Data Interchange (EDI) transactions and Public Utilities Commission regulations. Conducted quantitative analysis of information affecting investment programs of public or private institutions. Market price analysis of indexed priced electricity in the commodities exchange arena. Lead Auditor and process writer for ISO 9001 compliance. Company Name November 1995 to May 2001 Senior Market Analyst EES City , State Managed, analyzed, and administered a multi-million dollar budget for operating expenditures in the energy services large business and trade market. Responsible for financial performance analysis, risk analysis, business planning for investor relations, conducting quantitative analysis of information affecting investment programs of public and private investors and institutions based on the NYMEX and current Houston Ship Channel price. Analyzed budget variances and initiated appropriate guidelines to more aggressively control expenditures and increase profitability. Established budget and risk guidelines to operate more efficiently to increase profitability for investors and the company as a whole. Education STEPHEN F AUSTIN STATE UNIVERSITY BBA : General Business, Business Administration City , State , US STEPHEN F AUSTIN STATE UNIVERSITY Nacogdoches, TX BBA General Business, Business Administratio Expected Graduation: August 2015 TRINITY VALLEY COMMUNITY COLLEGE Associate of Arts City , State , US TRINITY VALLEY COMMUNITY COLLEGE Palestine, TX Associate of Arts May 2011 GPA: 3.91 top 10% class Phi Beta Kappa Honor Society | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME594167447" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_594167447_1_386562406" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="594167447FNAM1"> </span> <span> </span> <span class="field" id="594167447LNAM1"> SPECIAL FINANCE MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM594167449" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM594167449"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_594167449_1_386562408" style="
padding-top:0px;
"> <div class="field singlecolumn" id="594167449FRFM1"> Seeking the position of Commercial Underwriter II where I may employ my expertise in Special Finance Management, Cost & Risk Analysis (LTV & DTI), Structured Negotiations, and Audit Controls. Providing the company with the highest level of strategic services and profitability.</div> </div> </div> <div class="section" id="SECTION_HILT594167450" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT594167450"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_594167450_1_386562409" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="594167450SKC11"> <ul> <li> Strong management skills in strategic planning, organizational re-engineering, budget analysis, process, productivity, and quality improvement.</li> <li> Talented in leading and developing business opportunities and marketing strategies to maximize profitability.</li> <br/> </ul> </td> <td class="field twocol_2" id="594167450SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM594167454" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM594167454"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_594167454_1_386562410" style="
padding-top:0px;
"> <div class="field singlecolumn" id="594167454FRFM1"> Phi Beta Kappa Honor Society</div> </div> </div> <div class="section" id="SECTION_EXPR594167451" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR594167451"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_594167451_1_386562412" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="594167451COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="594167451JSTD1"> December 2011</span> <span> to </span> <span class="jobdates" format="%B %Y" id="594167451EDDT1"> February 2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="594167451JTIT1"> Special Finance Manager</span> <br/> <span class="joblocation jobcity" id="594167451JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="594167451JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="594167451JDES1" itemprop="description"> <ul> <li> Managed and directed overall special finance administration and operation of automobile dealership.</li> <li> Achieved an average 202 sales per month (126 new cars) 57% rise in overall sales within the first 3 months.</li> <li> Re-engineered management methods which streamlined operations and increased sales.</li> <li> Conducted ongoing analyzes to evaluate the efficiency, quality and productivity of operations.</li> <li> Increased dealerships rating to #1 Dealer in the district and #1 in sales in the North East Texas Region; which significantly increased overall profitability for the company.</li> <li> Developed and implemented employee relations programs to increase morale, productivity and efficiency.</li> <li> Encouraged and supported a team-like work environment.</li> <li> After taking over special finance management position, increased the SSI (sales satisfaction index) from the mid 80's to 96%.</li> <li> Worked extensively with media personnel to coordinate advertising for print and radio.</li> <li> Developed, directed and monitored comprehensive communications and advertising programs through implementation of various media designed to achieve desired results.</li> <li> Organized, coordinated and implemented company's advertising and marketing strategies into everyday operations.</li> <li> Set up and arranged special activities and events to promote the company and its services.</li> <li> Managed and administered a $25,000 monthly advertising budget.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_594167451_2_386562414" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="594167451COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="594167451JSTD2"> July 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="594167451EDDT2"> December 2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="594167451JTIT2"> Dealer Relationships Manager (DRM)</span> <br/> <span class="joblocation jobcity" id="594167451JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="594167451JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="594167451JDES2" itemprop="description"> <ul> <li> July 2007 - December 2011 Marketing and sales of the companies underwriting guidelines and programs in specific markets of Chrysler Dodge Jeep RAM dealerships.</li> <li> Securing financial lending opportunities for Chrysler Financial Corporation in the areas of retail finance, wholesale/floor planning finance, and leasing.</li> <li> Managed dealer accounts, assisted in the loan process, acted as a liaison between dealerships and the corporate offices.</li> <li> Maintained account management software, produced month end reports.</li> <li> Provided training on all Chrysler Financial programs and initiatives.</li> <li> Managed dealer accounts through physical visits, phone calls, emails, faxes and follow up.</li> <li> Coordinated and assisted Funding and Credit with the loan process.</li> <li> Conducted sales and finance presentations to demonstrate use of company products.</li> <li> Maintained complete confidentiality of all dealerships and Chrysler Financial Corporation.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_594167451_3_386562415" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="594167451COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="594167451JSTD3"> June 2001</span> <span> to </span> <span class="jobdates" format="%B %Y" id="594167451EDDT3"> May 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="594167451JTIT3"> Senior LBM Manager</span> <br/> <span class="joblocation jobcity" id="594167451JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="594167451JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="594167451JDES3" itemprop="description"> <ul> <li> Responsible for timely and accurate billing for strategic contracted customers with revenue in excess of $10 million per month.</li> <li> Researched and resolved complex customer inquiries and issues.</li> <li> Developed business process and billing procedures for the Large Business Market Billing department.</li> <li> Trained and informed Billing Team on system modifications and procedural updates.</li> <li> Key player in creating new processes and systems during deregulation of the Texas electrical market.</li> <li> Knowledgeable in the rules and regulations of the Texas deregulated energy market including ERCOT processes, Electronic Data Interchange (EDI) transactions and Public Utilities Commission regulations.</li> <li> Conducted quantitative analysis of information affecting investment programs of public or private institutions.</li> <li> Market price analysis of indexed priced electricity in the commodities exchange arena.</li> <li> Lead Auditor and process writer for ISO 9001 compliance.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_594167451_4_386562416" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="594167451COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="594167451JSTD4"> November 1995</span> <span> to </span> <span class="jobdates" format="%B %Y" id="594167451EDDT4"> May 2001</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="594167451JTIT4"> Senior Market Analyst EES</span> <br/> <span class="joblocation jobcity" id="594167451JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="594167451JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="594167451JDES4" itemprop="description"> <ul> <li> Managed, analyzed, and administered a multi-million dollar budget for operating expenditures in the energy services large business and trade market.</li> <li> Responsible for financial performance analysis, risk analysis, business planning for investor relations, conducting quantitative analysis of information affecting investment programs of public and private investors and institutions based on the NYMEX and current Houston Ship Channel price.</li> <li> Analyzed budget variances and initiated appropriate guidelines to more aggressively control expenditures and increase profitability.</li> <li> Established budget and risk guidelines to operate more efficiently to increase profitability for investors and the company as a whole.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC594167452" style="
padding-top:0px;
"> <div class="heading"> <divid="sectname_educ594167452" class="sectiontitle"> Education</divid="sectname_educ594167452"> </div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_594167452_1_386562417" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="594167452SCHO1" itemprop="name"> STEPHEN F AUSTIN STATE UNIVERSITY</span> <span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="594167452DGRE1" itemprop="name"> BBA</span> <span> : </span> <span class="programline" id="594167452STUY1"> General Business, Business Administration</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="594167452SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="594167452SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="594167452SCNT1"> US</span> </span> <span class="paddedline"> <span class="field" id="594167452FRFM1"> STEPHEN F AUSTIN STATE UNIVERSITY Nacogdoches, TX BBA General Business, Business Administratio Expected Graduation: August 2015 </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_594167452_2_386562418" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="594167452SCHO2" itemprop="name"> TRINITY VALLEY COMMUNITY COLLEGE</span> <span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="594167452DGRE2" itemprop="name"> Associate of Arts</span> <span class="programline" id="594167452STUY2"> </span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="594167452SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="594167452SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="594167452SCNT2"> US</span> </span> <span class="paddedline"> <span class="field" id="594167452FRFM2"> TRINITY VALLEY COMMUNITY COLLEGE Palestine, TX Associate of Arts May 2011 GPA: 3.91 top 10% class Phi Beta Kappa Honor Society </span> </span> </div> </div> </div> | FINANCE |
95,519,832 | TRADE FINANCE OFFICER Career Focus 9 yrs Banking Summary of Skills Trade Finance Operations Customer Service Branch Banking Accomplishments Awarded Best Tele-caller for 3 times in a row in HSBC
·
Rated excellent performer in yearly appraisal at HSBC Professional Experience Company Name August 2007 to January 2011 Trade Finance Officer City , State Payments of documents presented under L/C. Booking & paying off of Collection documents. Delivery Order Issuance for documents under L/C or Collection. Advance & Direct payment under RBI regulations. Resolving all client query regarding import payments, Letter of
Credit, Collection bills Bill presentation under L/C & collections Ensure transactions are processed with the TAT
· Bill Of Entry follow up Company Name August 2005 to July 2007 Fund Transfer Investigation Officer City , State Working as an Officer in Fund Transfer Investigations for Abn Amro Bank -Netherland Investigate Fund Transfer related cases and bring them to closure in a timely manner Specializing in specific types of cases and handling queries related to Bank and clients Gaining more knowledge on Swift Messaging and International Fund Transfer Actively working on projects on increasing efficiency ratio by decreasing rejects and avoiding re-opens Escalate cases if they do not get resolved within specific time Meet the targets set Company Name October 2003 to August 2005 Credit Card Collection Officer City , State Responsible for collecting overdue payments from customers defaulting for more than 60 days and above after due date. Responsible for quick resolution of accounts to get delinquency down on the card base. Ensured quick & sound resolution to issues & problems in a way that effectively reflect business requirements. Mentoring new staff on systems and honing their calling skills Worked on Cacs , Dialer system and Hub. Company Name August 2001 to September 2003 Customer-service executive City , State Responsible for understanding and resolving problems raised by customers and provide better services. Responsible to also for cross selling of additional cards and loan to increase the card base Worked on CCMS system Education UC San Diego (UCSD) Extension 2015 Certification : Business Management City , State , United States Mumbai University 2000 Bachelors of Commerce : Accounting City , State , India Personal Information Date of Birth: 28th of January, 1980 Place Of Birth: KGF, India Sex: Female Marital Status: Married Hobbies: Travel, Hiking Languages English,Hindi,Tamil Skills Client Relations, Customer Satisfaction, Customer Service,Credit and Collections,Marketing,Global Trade Services, Computer Proficient | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME588387086" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_588387086_1_382913787" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="588387086FNAM1"> </span> <span> </span> <span class="field" id="588387086LNAM1"> TRADE FINANCE OFFICER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM588387104" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM588387104"> Career Focus</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_588387104_1_382913794" style="
padding-top:0px;
"> <div class="field singlecolumn" id="588387104FRFM1"> 9 yrs Banking </div> </div> </div> <div class="section" id="SECTION_HILT588387107" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT588387107"> Summary of Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_588387107_1_382913797" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="588387107SKC11"> <ul> <li> Trade Finance Operations</li> <li> Customer Service</li> <li> Branch Banking <span style="line-height: 1.5;"> </span> </li> </ul> </td> <td class="field twocol_2" id="588387107SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM588387431" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM588387431"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_588387431_1_382920414" style="
padding-top:0px;
"> <div class="field singlecolumn" id="588387431FRFM1"> <div> Awarded Best Tele-caller for 3 times in a row in HSBC
· </div> <div>
Rated excellent performer in yearly appraisal at HSBC</div> <div> <br/> </div> </div> </div> </div> <div class="section" id="SECTION_EXPR588387095" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR588387095"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_588387095_1_382913789" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="588387095COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="588387095JSTD1"> August 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="588387095EDDT1"> January 2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="588387095JTIT1"> Trade Finance Officer</span> <br/> <span class="joblocation jobcity" id="588387095JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="588387095JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="588387095JDES1" itemprop="description"> <ul> <li> Payments of documents presented under L/C. </li> <li> Booking & paying off of Collection documents. </li> <li> Delivery Order Issuance for documents under L/C or Collection. </li> <li> Advance & Direct payment under RBI regulations. </li> <li> Resolving all client query regarding import payments, Letter of
Credit, Collection bills</li> <li> Bill presentation under L/C & collections</li> <li> <span style="line-height: 1.5;"> Ensure transactions are processed with the TAT
· </span> </li> <li> Bill Of Entry follow up</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_588387095_2_382913790" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="588387095COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="588387095JSTD2"> August 2005</span> <span> to </span> <span class="jobdates" format="%B %Y" id="588387095EDDT2"> July 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="588387095JTIT2"> Fund Transfer Investigation Officer</span> <br/> <span class="joblocation jobcity" id="588387095JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="588387095JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="588387095JDES2" itemprop="description"> <ul> <li> Working as an Officer in Fund Transfer Investigations for Abn Amro Bank -Netherland Investigate Fund Transfer related cases and bring them to closure in a timely manner </li> <li> Specializing in specific types of cases and handling queries related to Bank and clients </li> <li> Gaining more knowledge on Swift Messaging and International Fund Transfer </li> <li> Actively working on projects on increasing efficiency ratio by decreasing rejects and avoiding re-opens </li> <li> Escalate cases if they do not get resolved within specific time </li> <li> Meet the targets set <br/> </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_588387095_3_382913791" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="588387095COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="588387095JSTD3"> October 2003</span> <span> to </span> <span class="jobdates" format="%B %Y" id="588387095EDDT3"> August 2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="588387095JTIT3"> Credit Card Collection Officer</span> <br/> <span class="joblocation jobcity" id="588387095JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="588387095JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="588387095JDES3" itemprop="description"> <ul> <li> Responsible for collecting overdue payments from customers defaulting for more than 60 days and above after due date.</li> <li> Responsible for quick resolution of accounts to get delinquency down on the card base.</li> <li> Ensured quick & sound resolution to issues & problems in a way that effectively reflect business requirements.</li> <li> Mentoring new staff on systems and honing their calling skills Worked on Cacs , Dialer system and Hub.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_588387095_4_382913792" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="588387095COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="588387095JSTD4"> August 2001</span> <span> to </span> <span class="jobdates" format="%B %Y" id="588387095EDDT4"> September 2003</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="588387095JTIT4"> Customer-service executive</span> <br/> <span class="joblocation jobcity" id="588387095JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="588387095JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="588387095JDES4" itemprop="description"> <ul> <li> Responsible for understanding and resolving problems raised by customers and provide better services.</li> <li> Responsible to also for cross selling of additional cards and loan to increase the card base </li> <li> Worked on CCMS system</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC588387103" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC588387103"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_588387103_1_382924260" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="588387103SCHO1" itemprop="name"> UC San Diego (UCSD) Extension</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="588387103GRYR1"> 2015</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="588387103DGRE1" itemprop="name"> Certification</span> <span> : </span> <span class="programline" id="588387103STUY1"> Business Management</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="588387103SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="588387103SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="588387103SCNT1"> United States </span> </span> <span class="paddedline"> <span class="field" id="588387103FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_588387103_2_382913793" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="588387103SCHO2" itemprop="name"> Mumbai University</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="588387103GRYR2"> 2000</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="588387103DGRE2" itemprop="name"> Bachelors of Commerce </span> <span> : </span> <span class="programline" id="588387103STUY2"> Accounting </span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="588387103SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="588387103SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="588387103SCNT2"> India</span> </span> <span class="paddedline"> <span class="field" id="588387103FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL588387112" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_PRIN588387105" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_PRIN588387105"> Personal Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_588387105_1_382913795" style="
padding-top:0px;
"> <div class="field singlecolumn" id="588387105FRFM1"> <div> Date of Birth: 28th of January, 1980</div> <div> Place Of Birth: KGF, India</div> <div> Sex: Female</div> <div> Marital Status: Married </div> <div> Hobbies: Travel, Hiking</div> </div> </div> </div> <div class="section" id="SECTION_LANG588387106" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_LANG588387106"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_588387106_1_382913796" style="
padding-top:0px;
"> <div class="field singlecolumn" id="588387106FRFM1"> English,Hindi,Tamil</div> </div> </div> <div class="section" id="SECTION_SKLL588387108" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL588387108"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_588387108_1_382913798" style="
padding-top:0px;
"> <div class="field singlecolumn" id="588387108FRFM1"> Client Relations, Customer Satisfaction, Customer Service,Credit and Collections,Marketing,Global Trade Services, Computer Proficient</div> </div> </div> <div class="section" id="SECTION_ADDI588387109" style="
padding-top:0px;
"> </div> </div> | FINANCE |
39,295,103 | FINANCE AND ACCOUNTING SPECIALIST Experience Finance And Accounting Specialist , 11/2005
to
11/2017 Company Name – City
,
State Collaborated extensively with auditors during preliminary and year-end audit processes. Reconciled financial accounts using Innoprise software. Assisted in the implementation of Innoprise and Water software. Managed all payments processing, invoicing and collections tasks. Processed invoice payments and recorded information in account database. Increased customer satisfaction by greeting visitors promptly and professionally. Improved communication efficiency as primary liaison between departments, clients and vendors. Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. Buyer , 07/1996
to
02/2005 Company Name – City
,
State Worked closely with managers to plan buys. Directed transportation initiatives to maximize efficiency. Performed detailed reviewed of high and low performing products. Recommended optimal suppliers after qualifying vendors and evaluating proposals. Negotiated favorable contracts and determined lowest possible cost, factoring in quality and reliability, by analyzing data. Administrative Assistant , 03/1990
to
05/1995 Company Name – City
,
State Planned travel arrangements, meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences. Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. Wrote reports and correspondence from dictation and handwritten notes. Dispersed incoming mail to correct recipients throughout the office. Made copies, sent faxes and handled all incoming and outgoing correspondence. Organized files, developed spreadsheets, faxed reports. Created weekly and monthly reports and presentations. Managed the day-to-day calendar for the company's senior director. Properly routed agreements, contracts and invoices through the signature process. executives and staff. Received and screened a high volume of internal and external communications. Managed daily office operations and maintenance of equipment. Executive Administrative Assistant , 11/1979
to
06/1985 Company Name – City
,
State Scheduled Board of Directors meetings and assisted with meeting materials and agendas. Maintained and coordinated executive and senior management vacation, day-to-day meeting and travel schedules. Collaborated with other administrative team members, human resources and the finance department on special projects and events. Wrote and distributed meeting minutes to appropriate individuals. Software Tester , 06/1985
to
11/1989 Company Name – City
,
State Prepared and presented technical proposals for clients. Troubleshooter and resolved web application issues escalated from customer support and other departments with a 100% success rate. Assisted in the monitoring and reporting on websites traffic and performance. Developed application framework that served as the cornerstone for a highly successful thin-client web applications strategy. Designed, documented and executed maintenance procedures, including system upgrades, patch management and system backups. Designed complex interfaces to support third party systems. Booking Clerk , 07/1972
to
10/1979 Company Name – City
,
State Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. Education Associate of Science : Accounting Business Lake Michigan College - City
,
State Accounting GPA: 25 Business Associate of Applied Science : Computer Science Accounting Milwaukee Area Technical College - City
,
State Computer Science Accounting GPA: 75 Associate of Arts : Material Management Houston Community College - City
,
State Material Management GPA: 00 Summary Diligent Office Administrative Assistant possessing 25 years of hands-on experience in performing front office duties. A
creative problem-solver with outstanding critical thinking abilities. Adept at filing expense reports, managing calendars, and
scheduling meetings. Capable of taking the initiative to help others. Highlights AR/AP Customer service orientation Billing and coding Microsoft Office Time management Excel spreadsheets Cash deposit preparation Scheduling and calendar management Resolving discrepancies Microsoft Word Invoicing and billing Microsoft Excel Skills administrative, AP, AR, Billing, conferences, contracts, client, clients, customer satisfaction, Customer service, customer support, database, dictation, senior management, faxes, finance, financial, human resources, Invoicing, notes, director, materials, meetings, Excel spreadsheets, Microsoft Excel, mail, Microsoft Office, office, Microsoft Word, presentations, processes, coding, proposals, quality, receptionist, reporting, Scheduling, spreadsheets, strategy, telephone, Time management, transportation, travel arrangements, upgrades, web applications, websites, year-end | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAMEbae95f0f-cd33-42b8-a2f6-a82aa2cd4ece" style="padding-top:NaNpx;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_bae95f0f-cd33-42b8-a2f6-a82aa2cd4ece_1_82afe93c-e575-4bd1-ac8a-964780b42129" style="padding-top:NaNpx;"> <div class="name" itemprop="name"> <span class="field" id="bae95f0f-cd33-42b8-a2f6-a82aa2cd4eceFNAM1"> </span> <span> </span> <span class="field" id="bae95f0f-cd33-42b8-a2f6-a82aa2cd4eceLNAM1"> FINANCE AND ACCOUNTING SPECIALIST</span> </div> <div class="lowerborder"> </div> </div> </div> <div class="" id="SECTION_PRFL5014ecad-6c03-4631-be24-1c08eedbbdb2" style="padding-top:NaNpx;"> </div> <div class="section" id="SECTION_EXPR622349d7-d82e-4b15-b1e9-10b1efcba89c" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR622349d7-d82e-4b15-b1e9-10b1efcba89c"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_622349d7-d82e-4b15-b1e9-10b1efcba89c_1_d715def6-8a24-4a3e-aa7e-8cdde4613748" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJTIT1"> Finance And Accounting Specialist</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTD1"> 11/2005</span> <span>
to
</span> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cEDDT1"> 11/2017</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622349d7-d82e-4b15-b1e9-10b1efcba89cCOMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJCIT1" itemprop="addressLocality"> City</span> <span>
,
</span> <span class="joblocation jobstate" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJDES1" itemprop="description"> <ul> <li> Collaborated extensively with auditors during preliminary and year-end audit processes.</li> <li> Reconciled financial accounts using Innoprise software.</li> <li> Assisted in the implementation of Innoprise and Water software.</li> <li> Managed all payments processing, invoicing and collections tasks.</li> <li> Processed invoice payments and recorded information in account database.</li> <li> Increased customer satisfaction by greeting visitors promptly and professionally.</li> <li> Improved communication efficiency as primary liaison between departments, clients and vendors.</li> <li> Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622349d7-d82e-4b15-b1e9-10b1efcba89c_2_80a90ea0-6bda-4b22-b889-d01725cfe20b" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJTIT2"> Buyer</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTD2"> 07/1996</span> <span>
to
</span> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cEDDT2"> 02/2005</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622349d7-d82e-4b15-b1e9-10b1efcba89cCOMP2" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJCIT2" itemprop="addressLocality"> City</span> <span>
,
</span> <span class="joblocation jobstate" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTA2" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJDES2" itemprop="description"> <ul> <li> Worked closely with managers to plan buys.</li> <li> Directed transportation initiatives to maximize efficiency.</li> <li> Performed detailed reviewed of high and low performing products.</li> <li> Recommended optimal suppliers after qualifying vendors and evaluating proposals.</li> <li> Negotiated favorable contracts and determined lowest possible cost, factoring in quality and reliability, by analyzing data.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622349d7-d82e-4b15-b1e9-10b1efcba89c_3_fc7edf48-94dd-4dc9-bbb6-86c1315a35a8" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJTIT3"> Administrative Assistant</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTD3"> 03/1990</span> <span>
to
</span> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cEDDT3"> 05/1995</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622349d7-d82e-4b15-b1e9-10b1efcba89cCOMP3" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJCIT3" itemprop="addressLocality"> City</span> <span>
,
</span> <span class="joblocation jobstate" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTA3" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJDES3" itemprop="description"> <ul> <li> Planned travel arrangements, meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.</li> <li> Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.</li> <li> Wrote reports and correspondence from dictation and handwritten notes.</li> <li> Dispersed incoming mail to correct recipients throughout the office.</li> <li> Made copies, sent faxes and handled all incoming and outgoing correspondence.</li> <li> Organized files, developed spreadsheets, faxed reports.</li> <li> Created weekly and monthly reports and presentations.</li> <li> Managed the day-to-day calendar for the company's senior director.</li> <li> Properly routed agreements, contracts and invoices through the signature process.</li> <li> executives and staff.</li> <li> Received and screened a high volume of internal and external communications.</li> <li> Managed daily office operations and maintenance of equipment.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622349d7-d82e-4b15-b1e9-10b1efcba89c_4_50ec4f15-6e3e-4b65-b648-7414ea7b695f" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJTIT4"> Executive Administrative Assistant</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTD4"> 11/1979</span> <span>
to
</span> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cEDDT4"> 06/1985</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622349d7-d82e-4b15-b1e9-10b1efcba89cCOMP4" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJCIT4" itemprop="addressLocality"> City</span> <span>
,
</span> <span class="joblocation jobstate" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTA4" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJDES4" itemprop="description"> <ul> <li> Scheduled Board of Directors meetings and assisted with meeting materials and agendas.</li> <li> Maintained and coordinated executive and senior management vacation, day-to-day meeting and travel schedules.</li> <li> Collaborated with other administrative team members, human resources and the finance department on special projects and events.</li> <li> Wrote and distributed meeting minutes to appropriate individuals.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622349d7-d82e-4b15-b1e9-10b1efcba89c_5_84cd20d2-c079-42e9-9c14-f49bdccf3b80" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJTIT5"> Software Tester</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTD5"> 06/1985</span> <span>
to
</span> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cEDDT5"> 11/1989</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622349d7-d82e-4b15-b1e9-10b1efcba89cCOMP5" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJCIT5" itemprop="addressLocality"> City</span> <span>
,
</span> <span class="joblocation jobstate" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTA5" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJDES5" itemprop="description"> <ul> <li> Prepared and presented technical proposals for clients.</li> <li> Troubleshooter and resolved web application issues escalated from customer support and other departments with a 100% success rate.</li> <li> Assisted in the monitoring and reporting on websites traffic and performance.</li> <li> Developed application framework that served as the cornerstone for a highly successful thin-client web applications strategy.</li> <li> Designed, documented and executed maintenance procedures, including system upgrades, patch management and system backups.</li> <li> Designed complex interfaces to support third party systems.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_622349d7-d82e-4b15-b1e9-10b1efcba89c_6_94e56dfe-4d91-49b3-929d-47e3bd103079" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJTIT6"> Booking Clerk</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTD6"> 07/1972</span> <span>
to
</span> <span class="jobdates" format="%m/%Y" id="622349d7-d82e-4b15-b1e9-10b1efcba89cEDDT6"> 10/1979</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="622349d7-d82e-4b15-b1e9-10b1efcba89cCOMP6" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJCIT6" itemprop="addressLocality"> City</span> <span>
,
</span> <span class="joblocation jobstate" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJSTA6" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="622349d7-d82e-4b15-b1e9-10b1efcba89cJDES6" itemprop="description"> <ul> <li> Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC5c787708-6f6f-4698-9f4b-3892a14c81e4" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC5c787708-6f6f-4698-9f4b-3892a14c81e4"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_5c787708-6f6f-4698-9f4b-3892a14c81e4_1_24e3172e-4693-4e37-b608-a713e28a3928" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="5c787708-6f6f-4698-9f4b-3892a14c81e4DGRE1" itemprop="name"> Associate of Science</span> <span> : </span> <span class="programline" id="5c787708-6f6f-4698-9f4b-3892a14c81e4STUY1"> Accounting Business</span> <span class="jobdates" id="5c787708-6f6f-4698-9f4b-3892a14c81e4GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="5c787708-6f6f-4698-9f4b-3892a14c81e4SCHO1" itemprop="name"> Lake Michigan College</span> <span> - </span> <span class="joblocation jobcity" id="5c787708-6f6f-4698-9f4b-3892a14c81e4SCIT1"> City</span> <span>
,
</span> <span class="joblocation jobstate" id="5c787708-6f6f-4698-9f4b-3892a14c81e4SSTA1"> State</span> <br/> </span> <span class="field" id="5c787708-6f6f-4698-9f4b-3892a14c81e4FRFM1"> Accounting GPA: 25 Business</span> </div> </div> <div class="paragraph" id="PARAGRAPH_5c787708-6f6f-4698-9f4b-3892a14c81e4_2_827ee69f-292a-4479-bd86-34c8bfb630c1" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="5c787708-6f6f-4698-9f4b-3892a14c81e4DGRE2" itemprop="name"> Associate of Applied Science</span> <span> : </span> <span class="programline" id="5c787708-6f6f-4698-9f4b-3892a14c81e4STUY2"> Computer Science Accounting</span> <span class="jobdates" id="5c787708-6f6f-4698-9f4b-3892a14c81e4GRYR2"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="5c787708-6f6f-4698-9f4b-3892a14c81e4SCHO2" itemprop="name"> Milwaukee Area Technical College</span> <span> - </span> <span class="joblocation jobcity" id="5c787708-6f6f-4698-9f4b-3892a14c81e4SCIT2"> City</span> <span>
,
</span> <span class="joblocation jobstate" id="5c787708-6f6f-4698-9f4b-3892a14c81e4SSTA2"> State</span> <br/> </span> <span class="field" id="5c787708-6f6f-4698-9f4b-3892a14c81e4FRFM2"> Computer Science Accounting GPA: 75</span> </div> </div> <div class="paragraph" id="PARAGRAPH_5c787708-6f6f-4698-9f4b-3892a14c81e4_3_390c854b-2b67-4b9f-a87a-348404b656fa" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:NaNpx;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="5c787708-6f6f-4698-9f4b-3892a14c81e4DGRE3" itemprop="name"> Associate of Arts</span> <span> : </span> <span class="programline" id="5c787708-6f6f-4698-9f4b-3892a14c81e4STUY3"> Material Management</span> <span class="jobdates" id="5c787708-6f6f-4698-9f4b-3892a14c81e4GRYR3"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="5c787708-6f6f-4698-9f4b-3892a14c81e4SCHO3" itemprop="name"> Houston Community College</span> <span> - </span> <span class="joblocation jobcity" id="5c787708-6f6f-4698-9f4b-3892a14c81e4SCIT3"> City</span> <span>
,
</span> <span class="joblocation jobstate" id="5c787708-6f6f-4698-9f4b-3892a14c81e4SSTA3"> State</span> <br/> </span> <span class="field" id="5c787708-6f6f-4698-9f4b-3892a14c81e4FRFM3"> Material Management GPA: 00</span> </div> </div> </div> <div class="section" id="SECTION_SUMM7eb7e4e1-4440-4aee-865f-5e68fb633323" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM7eb7e4e1-4440-4aee-865f-5e68fb633323"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_7eb7e4e1-4440-4aee-865f-5e68fb633323_1_dd8a8532-7a5b-4682-bf02-81b201c3b52b" style="padding-top:NaNpx;"> <div class="field singlecolumn" id="7eb7e4e1-4440-4aee-865f-5e68fb633323FRFM1"> Diligent Office Administrative Assistant possessing 25 years of hands-on experience in performing front office duties. A
creative problem-solver with outstanding critical thinking abilities. Adept at filing expense reports, managing calendars, and
scheduling meetings. Capable of taking the initiative to help others.</div> </div> </div> <div class="section" id="SECTION_HILT1d5b8647-509b-43e0-bc29-7196dc968b5e" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT1d5b8647-509b-43e0-bc29-7196dc968b5e"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1d5b8647-509b-43e0-bc29-7196dc968b5e_1_ce538023-4bb5-4d1c-b2f9-57c12ec3c6b5" style="padding-top:NaNpx;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="1d5b8647-509b-43e0-bc29-7196dc968b5eSKC11"> AR/AP Customer service orientation Billing and coding Microsoft Office Time management Excel spreadsheets Cash deposit preparation Scheduling and calendar management Resolving discrepancies Microsoft Word Invoicing and billing Microsoft Excel</td> <td class="field twocol_2" id="1d5b8647-509b-43e0-bc29-7196dc968b5eSKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_SKLLea38420e-146c-49b5-9bc2-046ebe8d3350" style="padding-top:NaNpx;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLLea38420e-146c-49b5-9bc2-046ebe8d3350"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_ea38420e-146c-49b5-9bc2-046ebe8d3350_1_1fa77570-9786-4241-9b08-257f7c902692" style="padding-top:NaNpx;"> <div class="field singlecolumn" id="ea38420e-146c-49b5-9bc2-046ebe8d3350FRFM1"> administrative, AP, AR, Billing, conferences, contracts, client, clients, customer satisfaction, Customer service, customer support, database, dictation, senior management, faxes, finance, financial, human resources, Invoicing, notes, director, materials, meetings, Excel spreadsheets, Microsoft Excel, mail, Microsoft Office, office, Microsoft Word, presentations, processes, coding, proposals, quality, receptionist, reporting, Scheduling, spreadsheets, strategy, telephone, Time management, transportation, travel arrangements, upgrades, web applications, websites, year-end</div> </div> </div> </div> | FINANCE |
25,101,183 | DIRECTOR OF FINANCE Accomplishments SENIOR FINANCIAL ANALYST / IT PROJECT / PROGRAM CONSULTANT Business Case Management | Sarbanes-Oxley | Process Improvement Directed IT financial planning and analysis for a $120-million department—developed business cases, mitigated risks, and managed forecasting, operations, and budgets. Led all IT audits for Sarbanes-Oxley documentation and testing, as well process improvement initiatives. Improved Project Management processes through the implementation of a new business case template—enhanced project visibility to determine project status for Executive decision-making. Increased financial planning process effectiveness by 35% through the development and implementation of a capital budget cycle that ensured the accuracy and data integrity of all financial transactions. FINANCIAL MANAGEMENT ROLES: Children Toys, Inc. 2005) Directed global planning and analysis for a real estate and IT portfolio of $550-million that included capital investments and post-spending analysis. Minolta Corporation (2004) Managed budgets, forecasting, and business case modeling initiatives for North American operations; improved 120 business processes that boosted productivity levels by 40% in only five months. Light Technologies, Inc.; Sprain, NJ (1995—2003) MANAGER, PROGRAM MANAGEMENT Multibillion-Dollar Budgets | Program Management | Cost Savings Managed all IT planning, forecasting, and business case management for the largest division at Light Technologies—a $5-billion department; directed multibillion-dollar budgets, reporting, investment analysis, metrics development, and software implementation. Captured $70-million in cost savings per year through implementation of a reverse logistics programs—reverse engineered the entire supply chain and reduced inefficiencies. Led initiatives for business cases of more than 350 projects within 80 programs ranging from manufacturing, IT services, to wireless strategy. Pioneered vision and implementation of a new IT financial analysis and internal project tracking process for four large IT departments including Business Communication Services IT, Manufacturing IT, and Services IT. Managed projects with varying levels of complexity and identified and mitigated potential risks; developed requirements, managed change control, and tracked schedules and cost performance while ensuring project activities aligned with business objectives. Early Career: Manager of Planning and Analysis, Phone Global Corporation. Professional Summary Program Manager / PMO Director Dynamic, versatile, hands-on Program Manager who leads teams to design and implement successful IT projects that align business and IT objectives and deliver rapid results Project Management | Strategic Planning | PMO Management Energetic, trusted, and detail-oriented Senior Program Manager and strategic solutions provider with outstanding project management and conflict management skills. Hand-picked by executive team to turn around underperforming programs; accomplished leader known and respected for leading successful change in projects and building credibility with executive teams and staff. Solutions driver who bridges the gap between business and technology with expertise in managing complex programs and multiple concurrent projects. Directs PMO teams to develop high-quality programs that solve business problems and provide tangible results for enterprise-level financial systems and legacy workflow systems. Conflict Management ♦ Turnaround Operations ♦ Staffing & Resource Management Risk & Issue Management ♦ Financial Modeling & Analysis ♦ Agile & Waterfall Methodologies Cost/Benefit Analysis ♦ Change Management ♦ Stakeholder Management Work History 01/2007 Company Name – City ,
State Led multi-functional technology teams and key contributor and mentor for a PMO office with up to 80 resources; managed development of innovative software systems and applications. Directed all services, resources, and project plans for major scalable enterprise solutions supporting $1.2-billion with unique ability to drive transformational change in both business and technology leadership roles. Provided business analysis for projects of up to $150-million that included requirements, success criteria, milestones, Key Performance indicators (KPIs), and Work Breakdown Structures. DIRECTOR OF FINANCE , 01/2011
to Current Company Name – City ,
State PMO Start-Up | Contract Management | PMO Management Trusted Financial Executive with CFO- and CIO-level responsibilities; adds transparency to IT and financial operations while adapting financial strategy to organizational goals. Program Manager over all IT projects—manage workloads, define deliverables, hire and mentor resources, conduct performance reviews, and ensure compliance with established PMO processes. Direct business forecasting and financial analysis activities and identify opportunities and risks along with action plans to ensure attainment of financial goals. Spearheaded the development of the first-ever Program Management Office; defined project management processes, including those related to requirements management, change control, and user acceptance testing. Captured 60% savings in projects costs in only five months—reengineered project plan and renegotiated contracts with new vendors; enhanced quality assurance and maintained timelines. Reengineered vendor policy to enhance quality assurance and to identify risks and issues at earlier stages during the project; manage contracts for all IT vendors including website development, hosting, IT operations, and IT applications development. VP , 01/2010
to 01/2012 Company Name – City ,
State Off-Shore Project Management | Multimillion-Dollar Budgets | Global PMO Staff Top-performing Program Manager consistently sought out to reengineer troubled projects. Managed PMO staff in a matrix reporting structure consisting of 44 Global Project Managers and a department budget of $15-million. Managed all projects, budgets, and strategic analysis for all programs. Prescribed solutions that provided quick ROI for maximum revenue productivity, service optimization, and system flexibility. Directed programs with up to 70 infrastructure and application projects—implemented vendor and financial strategies that improved project planning and reduced costs by 60% in only five months. Education Master of Business Administration : Business Economics/Finance ,
State University - City ,
State Business Economics/Finance Bachelor of Science : Finance/Accounting ,
Hoboken State University - City ,
State Finance/Accounting Certifications Project Management Professional (PMP) ~ Certified Information Systems Auditor (CISA)
Lean Six Sigma Green Belt (LSSGB) Professional ~ ITIL V.8 (Basis) Certified
Certified Financial Planner (CFP) Skills budget, Budgets, business analysis, CISA, contracts, Contract Management, Financial, financial analysis, forecasting, functional, Information Systems, ITIL V, leadership, mentor, Office, enterprise, optimization, organizational, performance reviews, processes, Program Management, Project Management, project plans, project planning, quality assurance, quick, reporting, Six Sigma, strategy, strategic analysis, unique, website development | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME1061334302" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_1061334302_1_710253382" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="1061334302FNAM1"> </span> <span> </span> <span class="field" id="1061334302LNAM1"> DIRECTOR OF FINANCE</span> </div> <div class="lowerborder"> </div> </div> </div> <div class="section" id="SECTION_ACCM1061334304" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM1061334304"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1061334304_1_710253384" style="padding-top:0px;"> <div class="field singlecolumn" id="1061334304FRFM1"> <ul> <li> SENIOR FINANCIAL ANALYST / IT PROJECT / PROGRAM CONSULTANT Business Case Management | Sarbanes-Oxley | Process Improvement Directed IT financial planning and analysis for a $120-million department—developed business cases, mitigated risks, and managed forecasting, operations, and budgets.</li> <li> Led all IT audits for Sarbanes-Oxley documentation and testing, as well process improvement initiatives.</li> <li> Improved Project Management processes through the implementation of a new business case template—enhanced project visibility to determine project status for Executive decision-making.</li> <li> Increased financial planning process effectiveness by 35% through the development and implementation of a capital budget cycle that ensured the accuracy and data integrity of all financial transactions.</li> <li> FINANCIAL MANAGEMENT ROLES: Children Toys, Inc.</li> <li> 2005) Directed global planning and analysis for a real estate and IT portfolio of $550-million that included capital investments and post-spending analysis.</li> <li> Minolta Corporation (2004) Managed budgets, forecasting, and business case modeling initiatives for North American operations; improved 120 business processes that boosted productivity levels by 40% in only five months.</li> <li> Light Technologies, Inc.; Sprain, NJ (1995—2003) MANAGER, PROGRAM MANAGEMENT Multibillion-Dollar Budgets | Program Management | Cost Savings Managed all IT planning, forecasting, and business case management for the largest division at Light Technologies—a $5-billion department; directed multibillion-dollar budgets, reporting, investment analysis, metrics development, and software implementation.</li> <li> Captured $70-million in cost savings per year through implementation of a reverse logistics programs—reverse engineered the entire supply chain and reduced inefficiencies.</li> <li> Led initiatives for business cases of more than 350 projects within 80 programs ranging from manufacturing, IT services, to wireless strategy.</li> <li> Pioneered vision and implementation of a new IT financial analysis and internal project tracking process for four large IT departments including Business Communication Services IT, Manufacturing IT, and Services IT.</li> <li> Managed projects with varying levels of complexity and identified and mitigated potential risks; developed requirements, managed change control, and tracked schedules and cost performance while ensuring project activities aligned with business objectives.</li> <li> Early Career: Manager of Planning and Analysis, Phone Global Corporation.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_SUMM1061334305" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM1061334305"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1061334305_1_710253385" style="padding-top:0px;"> <div class="field singlecolumn" id="1061334305FRFM1"> Program Manager / PMO Director Dynamic, versatile, hands-on Program Manager who leads teams to design and implement successful IT projects that align business and IT objectives and deliver rapid results Project Management | Strategic Planning | PMO Management Energetic, trusted, and detail-oriented Senior Program Manager and strategic solutions provider with outstanding project management and conflict management skills. Hand-picked by executive team to turn around underperforming programs; accomplished leader known and respected for leading successful change in projects and building credibility with executive teams and staff. Solutions driver who bridges the gap between business and technology with expertise in managing complex programs and multiple concurrent projects. Directs PMO teams to develop high-quality programs that solve business problems and provide tangible results for enterprise-level financial systems and legacy workflow systems. Conflict Management ♦ Turnaround Operations ♦ Staffing & Resource Management Risk & Issue Management ♦ Financial Modeling & Analysis ♦ Agile & Waterfall Methodologies Cost/Benefit Analysis ♦ Change Management ♦ Stakeholder Management </div> </div> </div> <div class="section" id="SECTION_HILT1061334310" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR1061334306" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR1061334306"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1061334306_1_710253386" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="1061334306JSTD1"> 01/2007</span> <span class="jobdates" format="%m/%Y" id="1061334306EDDT1"> </span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1061334306COMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="1061334306JCIT1" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="1061334306JSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="1061334306JDES1" itemprop="description"> <ul> <li> Led multi-functional technology teams and key contributor and mentor for a PMO office with up to 80 resources; managed development of innovative software systems and applications.</li> <li> Directed all services, resources, and project plans for major scalable enterprise solutions supporting $1.2-billion with unique ability to drive transformational change in both business and technology leadership roles.</li> <li> Provided business analysis for projects of up to $150-million that included requirements, success criteria, milestones, Key Performance indicators (KPIs), and Work Breakdown Structures.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1061334306_2_710253387" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="1061334306JTIT2"> DIRECTOR OF FINANCE</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="1061334306JSTD2"> 01/2011</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="1061334306EDDT2"> Current</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1061334306COMP2" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="1061334306JCIT2" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="1061334306JSTA2" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="1061334306JDES2" itemprop="description"> <ul> <li> PMO Start-Up | Contract Management | PMO Management Trusted Financial Executive with CFO- and CIO-level responsibilities; adds transparency to IT and financial operations while adapting financial strategy to organizational goals.</li> <li> Program Manager over all IT projects—manage workloads, define deliverables, hire and mentor resources, conduct performance reviews, and ensure compliance with established PMO processes.</li> <li> Direct business forecasting and financial analysis activities and identify opportunities and risks along with action plans to ensure attainment of financial goals.</li> <li> Spearheaded the development of the first-ever Program Management Office; defined project management processes, including those related to requirements management, change control, and user acceptance testing.</li> <li> Captured 60% savings in projects costs in only five months—reengineered project plan and renegotiated contracts with new vendors; enhanced quality assurance and maintained timelines.</li> <li> Reengineered vendor policy to enhance quality assurance and to identify risks and issues at earlier stages during the project; manage contracts for all IT vendors including website development, hosting, IT operations, and IT applications development.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1061334306_3_710253388" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="1061334306JTIT3"> VP</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="1061334306JSTD3"> 01/2010</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="1061334306EDDT3"> 01/2012</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1061334306COMP3" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="1061334306JCIT3" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="1061334306JSTA3" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="1061334306JDES3" itemprop="description"> <ul> <li> Off-Shore Project Management | Multimillion-Dollar Budgets | Global PMO Staff Top-performing Program Manager consistently sought out to reengineer troubled projects.</li> <li> Managed PMO staff in a matrix reporting structure consisting of 44 Global Project Managers and a department budget of $15-million.</li> <li> Managed all projects, budgets, and strategic analysis for all programs.</li> <li> Prescribed solutions that provided quick ROI for maximum revenue productivity, service optimization, and system flexibility.</li> <li> Directed programs with up to 70 infrastructure and application projects—implemented vendor and financial strategies that improved project planning and reduced costs by 60% in only five months.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC1061334307" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC1061334307"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1061334307_1_710253389" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1061334307DGRE1" itemprop="name"> Master of Business Administration</span> <span> : </span> <span class="programline" id="1061334307STUY1"> Business Economics/Finance</span> <span> ,
</span> <span class="jobdates" id="1061334307GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1061334307SCHO1" itemprop="name"> State University</span> <span> - </span> <span class="joblocation jobcity" id="1061334307SCIT1"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="1061334307SSTA1"> State</span> <br/> </span> <span class="field" id="1061334307FRFM1"> Business Economics/Finance</span> </div> </div> <div class="paragraph" id="PARAGRAPH_1061334307_2_710253390" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1061334307DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="1061334307STUY2"> Finance/Accounting</span> <span> ,
</span> <span class="jobdates" id="1061334307GRYR2"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1061334307SCHO2" itemprop="name"> Hoboken State University</span> <span> - </span> <span class="joblocation jobcity" id="1061334307SCIT2"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="1061334307SSTA2"> State</span> <br/> </span> <span class="field" id="1061334307FRFM2"> Finance/Accounting</span> </div> </div> </div> <div class="section" id="SECTION_CERT1061334308" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_CERT1061334308"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1061334308_1_710253391" style="padding-top:0px;"> <div class="field singlecolumn" id="1061334308FRFM1"> Project Management Professional (PMP) ~ Certified Information Systems Auditor (CISA)
Lean Six Sigma Green Belt (LSSGB) Professional ~ ITIL V.8 (Basis) Certified
Certified Financial Planner (CFP)</div> </div> </div> <div class="section" id="SECTION_SKLL1061334309" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL1061334309"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1061334309_1_710253392" style="padding-top:0px;"> <div class="field singlecolumn" id="1061334309FRFM1"> budget, Budgets, business analysis, CISA, contracts, Contract Management, Financial, financial analysis, forecasting, functional, Information Systems, ITIL V, leadership, mentor, Office, enterprise, optimization, organizational, performance reviews, processes, Program Management, Project Management, project plans, project planning, quality assurance, quick, reporting, Six Sigma, strategy, strategic analysis, unique, website development</div> </div> </div> </div> | FINANCE |
88,038,965 | MANAGER OF FINANCE Summary Experienced Certified Public Accountant (CPA) with extensive financial and audit experience. I have a proven track record to improve monthly financial close processes; analyze financial results for areas of opportunity; and audit financial activities to identify potential financial misstatements and internal control weaknesses. Strengths include:
*Financial analysis & reporting *Financial management
*Budget preparation & management *Revenue management
*Highly organized & detail-oriented *Strong interpersonal skills Experience Manager of Finance January 2016 to Current Company Name - City , State Prepare and manage an annual operating budget of $55 million gross revenue and annual capital budget of $500,000. Oversee financial operations for annual expenses totaling $45 million. Oversee the daily billing and collection activities with 9 employees for annual patient days of 250,000. Prepare and consolidate Hospice monthly financial results and input into the Lawson general ledger system for consolidation with the financial results of the TriHealth organization. Analyze financial operations to identify opportunities to increase revenue and reduce cost. Provide financial updates to senior management, Hospice Board of Trustees and the Hospice Finance Committee. Provide financial guidance & leadership to 10 individual unit managers. Business Director II January 2010 to January 2015 Company Name - City , State Prepared and managed annual operating budget of $161 million gross revenue and 226 FTEs for Neonatal Intensive Care Unit (NICU) along with $3.3 million gross revenue and 16 FTEs for 3 other departments. Managed expenses totaling approximately $20 million. Monitored NICU monthly productivity metrics. Prepared and managed capital budget totaling $700,000. Analyzed and monitored monthly financial performance and evaluate variances. Managed physician professional fee billing for approximately 125,000 charges totaling approximately $113 million for 13 regional hospitals. Reduced physician professional fee charge entry to billing days from 11 to 5 business days. Director of Finance January 2007 to January 2009 Company Name - City , State Reduced monthly financial closing process from 13 to 8 business days. Managed daily operations of the Finance Department with 6 employees, and assisted with managing all financial operations of the hospital. Assisted with preparation of the annual operating budget for a 180 bed hospital with gross patient revenue totaling approximately $375 million. Facilitated external audit activities for 2 years with no significant findings. Implemented the Lawson general ledger system. Assistant CFO January 2006 to January 2007 Company Name - City , State Prepared monthly journal entries; reviewed monthly financial results for accuracy and validity; and prepared monthly financial schedules for submission to Corporate Office. Worked closely with hospital managers to prepare annual operating and capital budgets for 150 bed hospital with gross revenue totaling approximately $1.4 billion. Assisted the CFO in managing the daily operations of the Finance Department and the hospital. Facilitated completion of external & internal audits and developed processes to correct audit issues. Director of Decision Support & Controller of Emory January 1999 to January 2001 Company Name - City , State Coordinated the hospital monthly financial close activities. Managed daily operations of the Accounting Department including direction to the staff to ensure department and hospital goals were met. Assisted in analysis and maintenance of hospital staffing levels and productivity. Assisted the CFO in managing the day to day financial operations of the hospital. Assisted with annual operating and capital budget processes. Maintained accuracy and integrity of the Alliance for Decision Support System, a fully-integrated cost accounting and managed care contract modeling system for 6 hospitals. Utilizing the decision support system, performed financial analysis of hospital operations for 6 hospitals including detailed cost information, managed care contract information, physician profiling, and utilization analyzes. Director Company Name - City , State Office Instrumental in planning, coordinating and implementing Sarbanes-Oxley, Section 404 test strategy for hospital level processes for approximately 180 hospitals. Managed annual audit plan and processes related to areas of Payroll Service Centers and Physician Services. Created reports of audit results and communicated audit issues to company management. Oversaw hospital financial audits and evaluated the audit supervisor's performance. Manager Company Name - City , State Office Supervised and directed the daily progress of audits by managing staff performance
Discussed audit issues and findings with audit engagement team and hospital management
Presented audit findings and recommendations to hospital senior management
Reviewed audit memoranda and working papers for technical accuracy and completeness
Prepared and conducted performance evaluations for staff assigned to audit engagements
Prepared engagement memoranda, working papers, and summary audit reports
Previous Employment History Available Upon Request. Education Bachelor of Science : Accounting University of South Carolina - City , State Accounting Certified Public Accountant (CPA)
State of South Carolina
3 Skills Accounting, audit reports, billing, budgets, budget, closing, cost accounting, Certified Public Accountant, CPA, Decision Support, direction, senior management, Finance, financial, financial analysis, financial audits, financial operations, general ledger, Hospice, internal audits, Lawson, leadership, managing, Office, modeling, monthly financial close, Payroll, processes, progress, Sarbanes-Oxley, staffing, strategy, supervisor | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME922941537" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_922941537_1_606404852" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="922941537FNAM1"> </span> <span> </span> <span class="field" id="922941537LNAM1"> MANAGER OF FINANCE</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM922941541" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM922941541"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_922941541_1_606404863" style="padding-top:0px;"> <div class="field singlecolumn" id="922941541FRFM1"> Experienced Certified Public Accountant (CPA) with extensive financial and audit experience. I have a proven track record to improve monthly financial close processes; analyze financial results for areas of opportunity; and audit financial activities to identify potential financial misstatements and internal control weaknesses. Strengths include:
*Financial analysis & reporting *Financial management
*Budget preparation & management *Revenue management
*Highly organized & detail-oriented *Strong interpersonal skills</div> </div> </div> <div class="section" id="SECTION_HILT922941543" style="padding-top:0px;"> </div> <div class="section" id="SECTION_ACCM922942770" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR922941539" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR922941539"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_922941539_1_606404854" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="922941539JTIT1"> Manager of Finance</span> <br/> <span> <span class="jobdates" format="%B %Y" id="922941539JSTD1"> January 2016</span> <span> to </span> <span class="jobdates" format="%B %Y" id="922941539EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="922941539COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="922941539JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="922941539JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="922941539JDES1" itemprop="description"> <ul> <li> Prepare and manage an annual operating budget of $55 million gross revenue and annual capital budget of $500,000.</li> <li> Oversee financial operations for annual expenses totaling $45 million.</li> <li> Oversee the daily billing and collection activities with 9 employees for annual patient days of 250,000.</li> <li> Prepare and consolidate Hospice monthly financial results and input into the Lawson general ledger system for consolidation with the financial results of the TriHealth organization.</li> <li> Analyze financial operations to identify opportunities to increase revenue and reduce cost.</li> <li> Provide financial updates to senior management, Hospice Board of Trustees and the Hospice Finance Committee.</li> <li> Provide financial guidance & leadership to 10 individual unit managers.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_922941539_2_606404855" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="922941539JTIT2"> Business Director II</span> <br/> <span> <span class="jobdates" format="%B %Y" id="922941539JSTD2"> January 2010</span> <span> to </span> <span class="jobdates" format="%B %Y" id="922941539EDDT2"> January 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="922941539COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="922941539JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="922941539JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="922941539JDES2" itemprop="description"> <ul> <li> Prepared and managed annual operating budget of $161 million gross revenue and 226 FTEs for Neonatal Intensive Care Unit (NICU) along with $3.3 million gross revenue and 16 FTEs for 3 other departments.</li> <li> Managed expenses totaling approximately $20 million.</li> <li> Monitored NICU monthly productivity metrics.</li> <li> Prepared and managed capital budget totaling $700,000.</li> <li> Analyzed and monitored monthly financial performance and evaluate variances.</li> <li> Managed physician professional fee billing for approximately 125,000 charges totaling approximately $113 million for 13 regional hospitals.</li> <li> Reduced physician professional fee charge entry to billing days from 11 to 5 business days.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_922941539_3_606404856" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="922941539JTIT3"> Director of Finance</span> <br/> <span> <span class="jobdates" format="%B %Y" id="922941539JSTD3"> January 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="922941539EDDT3"> January 2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="922941539COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="922941539JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="922941539JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="922941539JDES3" itemprop="description"> <ul> <li> Reduced monthly financial closing process from 13 to 8 business days.</li> <li> Managed daily operations of the Finance Department with 6 employees, and assisted with managing all financial operations of the hospital.</li> <li> Assisted with preparation of the annual operating budget for a 180 bed hospital with gross patient revenue totaling approximately $375 million.</li> <li> Facilitated external audit activities for 2 years with no significant findings.</li> <li> Implemented the Lawson general ledger system.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_922941539_4_606404857" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="922941539JTIT4"> Assistant CFO</span> <br/> <span> <span class="jobdates" format="%B %Y" id="922941539JSTD4"> January 2006</span> <span> to </span> <span class="jobdates" format="%B %Y" id="922941539EDDT4"> January 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="922941539COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="922941539JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="922941539JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="922941539JDES4" itemprop="description"> <ul> <li> Prepared monthly journal entries; reviewed monthly financial results for accuracy and validity; and prepared monthly financial schedules for submission to Corporate Office.</li> <li> Worked closely with hospital managers to prepare annual operating and capital budgets for 150 bed hospital with gross revenue totaling approximately $1.4 billion.</li> <li> Assisted the CFO in managing the daily operations of the Finance Department and the hospital.</li> <li> Facilitated completion of external & internal audits and developed processes to correct audit issues.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_922941539_5_606404859" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="922941539JTIT5"> Director of Decision Support & Controller of Emory</span> <br/> <span> <span class="jobdates" format="%B %Y" id="922941539JSTD5"> January 1999</span> <span> to </span> <span class="jobdates" format="%B %Y" id="922941539EDDT5"> January 2001</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="922941539COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="922941539JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="922941539JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="922941539JDES5" itemprop="description"> <ul> <li> Coordinated the hospital monthly financial close activities.</li> <li> Managed daily operations of the Accounting Department including direction to the staff to ensure department and hospital goals were met.</li> <li> Assisted in analysis and maintenance of hospital staffing levels and productivity.</li> <li> Assisted the CFO in managing the day to day financial operations of the hospital.</li> <li> Assisted with annual operating and capital budget processes.</li> <li> Maintained accuracy and integrity of the Alliance for Decision Support System, a fully-integrated cost accounting and managed care contract modeling system for 6 hospitals.</li> <li> Utilizing the decision support system, performed financial analysis of hospital operations for 6 hospitals including detailed cost information, managed care contract information, physician profiling, and utilization analyzes.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_922941539_6_606404858" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="922941539JTIT6"> Director</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="922941539COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="922941539JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="922941539JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="922941539JDES6" itemprop="description"> <ul> <li> Office Instrumental in planning, coordinating and implementing Sarbanes-Oxley, Section 404 test strategy for hospital level processes for approximately 180 hospitals.</li> <li> Managed annual audit plan and processes related to areas of Payroll Service Centers and Physician Services.</li> <li> Created reports of audit results and communicated audit issues to company management.</li> <li> Oversaw hospital financial audits and evaluated the audit supervisor's performance.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_922941539_7_606404860" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="922941539JTIT7"> Manager</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="922941539COMP7" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="922941539JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="922941539JSTA7" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="922941539JDES7" itemprop="description"> <ul> <li> Office Supervised and directed the daily progress of audits by managing staff performance
Discussed audit issues and findings with audit engagement team and hospital management
Presented audit findings and recommendations to hospital senior management
Reviewed audit memoranda and working papers for technical accuracy and completeness
Prepared and conducted performance evaluations for staff assigned to audit engagements
Prepared engagement memoranda, working papers, and summary audit reports
Previous Employment History Available Upon Request.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC922941540" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC922941540"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_922941540_1_606404861" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="922941540DGRE1" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" dependency="STUY" id="922941540STUY1"> Accounting</span> <span class="jobdates" id="922941540GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="922941540SCHO1" itemprop="name"> University of South Carolina</span> <span> - </span> <span class="joblocation jobcity" id="922941540SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="922941540SSTA1"> State</span> <span class="joblocation jobstate" id="922941540SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="922941540FRFM1"> Accounting</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_922941540_2_606404862" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="922941540DGRE2" itemprop="name"> Certified Public Accountant (CPA)
State of South Carolina
3</span> <span class="programline" dependency="STUY" id="922941540STUY2"> </span> <span class="jobdates" id="922941540GRYR2"> </span> </span> <span class="paddedline"> <span class="field" id="922941540FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL922941544" style="padding-top:0px;"> </div> <div class="section" id="SECTION_SKLL922941542" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL922941542"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_922941542_1_606404864" style="padding-top:0px;"> <div class="field singlecolumn" id="922941542FRFM1"> Accounting, audit reports, billing, budgets, budget, closing, cost accounting, Certified Public Accountant, CPA, Decision Support, direction, senior management, Finance, financial, financial analysis, financial audits, financial operations, general ledger, Hospice, internal audits, Lawson, leadership, managing, Office, modeling, monthly financial close, Payroll, processes, progress, Sarbanes-Oxley, staffing, strategy, supervisor</div> </div> </div> </div> | FINANCE |
17,392,859 | DIRECTOR OF FINANCE Professional Summary Seeking a position in financial/general accounting. Highly meticulous and reliable Finance Director with an outstanding client service record. Adept multitasker able to handle a number of cash management projects with professionalism and accuracy. Strong research skills in optimizing current and efficient cash management team operation. Experience Director of Finance May 2016 to Current Company Name - City , State Manages the day to day accounting department, including hands on monthly close, commission reports, financial statements. Manages financial tasks, budgeting and overall accounting of the company. Develop and implement short and long-term financial strategies and tactics in alignment with the company's business plan and strategic initiatives. Develop and monitor policies and procedures within generally accepted accounting principles and corporate guidelines to ensure sufficient cash flow, reduced operating cost, and increased revenues. Forecast, monitor performance and prepare analytical information and management reports to enable effective decision making by the CEO. Manage and develop clear and precise financial records, analyze financial statement while ensuring the integrity of all financials, and maintain internal control. Manages monthly and yearly closing responsibilities including system closing, journal entry preparation and inventory reconciliation. Prepare and review all documentation required to meet reporting deadlines. Provide financial reports and analysis to Executive Staff. Serve as primary liaison to outside CPA firm for assurance and income tax preparation services. Sr. Operations Analyst-Fund Accounting September 2015 to April 2016 Company Name - City , State Process funds' trade activity and communicate with the funds' investment manager on a daily basis. Prepares and review position and cash reconciliations between investment manager and custodians utilizing internal and third party custody platforms. Resolve cash and position reconciling items on a timely basis. Evaluate confirms and trades for settlements. Prepares Cash and Portfolio Reconciliations for equities and fixed income. Performs daily and monthly analysis and quarterly reporting for institutional investors. Communicates daily with custodians and prime brokers to resolve trading, operational and accounting issues. Prepares financial statement for the funds and participate in other Ad Hoc projects as needed. Financial Analyst-General Accounting October 2013 to September 2015 Company Name - City , State Prepares month-end, quarter-end, year-end account analysis and reconciliation, including reconciliation of bank statements to the finance ledger. Prepares financial reports by utilizing accounting and support systems within the scope of established controls and procedures to research and prove account balances. Maintains and reconciles general ledger, subsidiary ledger and DDA accounts. Performs a variety of routine accounting functions in accordance with United States Generally Accepted Accounting Principles and Sarbanes Oxley Act. Prepares financial statement reconciliation report, by analyzing general ledger activity and propose appropriate adjusting entries. Assists with audits by providing supporting records and documentation. Prepares, reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records. Reconciles intercompany and all balance sheet accounts on a monthly basis and report on variances. Assists in the documentation of processes and establishment of internal controls. I do evaluate the effectiveness and efficiency of business processes, procedures and accounting assumptions on an ongoing basis. Leads and participate in various finance ad hoc projects as needed (SAP/eLedger transition). Tax Analyst June 2011 to August 2011 Company Name - City , State Trained in preparation of Federal tax provisions and related financial statements disclosures. Trained in preparation of Federal excise tax calculations. Experienced in reconciliation of detailed realized gain/loss reports. Experienced in PFIC mark to market adjustment computation using Passive Foreign Investment Company(PFIC) identification procedures. Team Lead- Sr. Research/Financial Analyst June 2007 to September 2012 Company Name - City , State Helped clients understand their historical transaction statements. Analyzed and explained transactional transcripts, i.e.general ledger to financial advisors to assist their clients. Researched cost basis for shareholders and CPAs to help in preparation of tax returns. Processed corrections, adjustments or complex transactions for clients, i.e.monetary adjustments, non-monetary, account maintenance, and monetary distributions. Researched retirement accounts for shareholders to enable them make contributory/distributor decisions. Recorded and managed data within appropriate timelines. Gathered, analyzed, and presented data to resolve client escalation issues. Worked closely with the legal department to resolve legal issues; such as investment fraud and subpoenas. Assisted department manager with implementation of quality control procedures. Communicated with clients to resolve any problems on a regular basis. Investor Services Specialist October 2001 to June 2007 Company Name - City , State Reviewed market quotes for acceptable fluctuation, reasonableness and accuracy. Responsible for quality control of financial transactions. Performed data entry to generate shareholder reports. Regularly communicated with clients to assist them with their retirement accounts. Assisted in quality control processes which include: monitoring status of reconciling and fee bill processing, assuring written policies and procedures are consistently applied and identifying areas where additional training is needed. Utilized a variety of databases and applications to complete shareholders request. Results oriented and hands on skill in research and analysis, business operations and customer/client support. Education MBA : Accounting , 2011 Johnson & Wales University - City , State Accounting Bachelor of Science : Accounting , 2009 Johnson & Wales University - City , State Accounting Skills Accurate, Bloomberg, DTCC, PACE, Asset Arena, Essbase, Great Plains, Hyperion, ELedger/SAP, Access, Excel, Word, PowerPoint, Oracle, QuickBooks, fiscal budgeting knowledge and financial reporting. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME673717522" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_673717522_1_437922136" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="673717522FNAM1"> </span> <span> </span> <span class="field" id="673717522LNAM1"> DIRECTOR OF FINANCE</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM673717524" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM673717524"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_673717524_1_437922145" style="padding-top:0px;"> <div class="field singlecolumn" id="673717524FRFM1"> Seeking a position in financial/general accounting. Highly meticulous and reliable Finance Director with an outstanding client service record. Adept multitasker able to handle a number of cash management projects with professionalism and accuracy. Strong research skills in optimizing current and efficient cash management team operation.</div> </div> </div> <div class="section" id="SECTION_EXPR673717526" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR673717526"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_673717526_1_593356592" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="673717526JTIT1"> Director of Finance</span> <br/> <span> <span class="jobdates" format="%B %Y" id="673717526JSTD1"> May 2016</span> <span> to </span> <span class="jobdates" format="%B %Y" id="673717526EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="673717526COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="673717526JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="673717526JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="673717526JDES1" itemprop="description"> <ul> <li> Manages the day to day accounting department, including hands on monthly close, commission reports, financial statements.</li> <li> Manages financial tasks, budgeting and overall accounting of the company.</li> <li> Develop and implement short and long-term financial strategies and tactics in alignment with the company's business plan and strategic initiatives.</li> <li> Develop and monitor policies and procedures within generally accepted accounting principles and corporate guidelines to ensure sufficient cash flow, reduced operating cost, and increased revenues.</li> <li> Forecast, monitor performance and prepare analytical information and management reports to enable effective decision making by the CEO.</li> <li> Manage and develop clear and precise financial records, analyze financial statement while ensuring the integrity of all financials, and maintain internal control.</li> <li> Manages monthly and yearly closing responsibilities including system closing, journal entry preparation and inventory reconciliation.</li> <li> Prepare and review all documentation required to meet reporting deadlines.</li> <li> Provide financial reports and analysis to Executive Staff.</li> <li> Serve as primary liaison to outside CPA firm for assurance and income tax preparation services.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_673717526_2_441603586" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="673717526JTIT2"> Sr. Operations Analyst-Fund Accounting</span> <br/> <span> <span class="jobdates" format="%B %Y" id="673717526JSTD2"> September 2015</span> <span> to </span> <span class="jobdates" format="%B %Y" id="673717526EDDT2"> April 2016</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="673717526COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="673717526JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="673717526JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="673717526JDES2" itemprop="description"> <ul> <li> Process funds' trade activity and communicate with the funds' investment manager on a daily basis.</li> <li> Prepares and review position and cash reconciliations between investment manager and custodians utilizing internal and third party custody platforms.</li> <li> Resolve cash and position reconciling items on a timely basis.</li> <li> Evaluate confirms and trades for settlements.</li> <li> Prepares Cash and Portfolio Reconciliations for equities and fixed income.</li> <li> Performs daily and monthly analysis and quarterly reporting for institutional investors.</li> <li> Communicates daily with custodians and prime brokers to resolve trading, operational and accounting issues.</li> <li> Prepares financial statement for the funds and participate in other Ad Hoc projects as needed.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_673717526_3_437922138" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="673717526JTIT3"> Financial Analyst-General Accounting</span> <br/> <span> <span class="jobdates" format="%B %Y" id="673717526JSTD3"> October 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="673717526EDDT3"> September 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="673717526COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="673717526JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="673717526JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="673717526JDES3" itemprop="description"> <ul> <li> Prepares month-end, quarter-end, year-end account analysis and reconciliation, including reconciliation of bank statements to the finance ledger.</li> <li> Prepares financial reports by utilizing accounting and support systems within the scope of established controls and procedures to research and prove account balances.</li> <li> Maintains and reconciles general ledger, subsidiary ledger and DDA accounts.</li> <li> Performs a variety of routine accounting functions in accordance with United States Generally Accepted Accounting Principles and Sarbanes Oxley Act.</li> <li> Prepares financial statement reconciliation report, by analyzing general ledger activity and propose appropriate adjusting entries.</li> <li> Assists with audits by providing supporting records and documentation.</li> <li> Prepares, reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records.</li> <li> Reconciles intercompany and all balance sheet accounts on a monthly basis and report on variances.</li> <li> Assists in the documentation of processes and establishment of internal controls.</li> <li> I do evaluate the effectiveness and efficiency of business processes, procedures and accounting assumptions on an ongoing basis.</li> <li> Leads and participate in various finance ad hoc projects as needed (SAP/eLedger transition).</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_673717526_4_437922141" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:10px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="673717526JTIT4"> Tax Analyst</span> <br/> <span> <span class="jobdates" format="%B %Y" id="673717526JSTD4"> June 2011</span> <span> to </span> <span class="jobdates" format="%B %Y" id="673717526EDDT4"> August 2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="673717526COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="673717526JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="673717526JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="673717526JDES4" itemprop="description"> <ul> <li> Trained in preparation of Federal tax provisions and related financial statements disclosures.</li> <li> Trained in preparation of Federal excise tax calculations.</li> <li> Experienced in reconciliation of detailed realized gain/loss reports.</li> <li> Experienced in PFIC mark to market adjustment computation using Passive Foreign Investment Company(PFIC) identification procedures.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_673717526_5_437922140" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:15px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="673717526JTIT5"> Team Lead- Sr. Research/Financial Analyst</span> <br/> <span> <span class="jobdates" format="%B %Y" id="673717526JSTD5"> June 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="673717526EDDT5"> September 2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="673717526COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="673717526JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="673717526JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="673717526JDES5" itemprop="description"> <ul> <li> Helped clients understand their historical transaction statements.</li> <li> Analyzed and explained transactional transcripts, i.e.general ledger to financial advisors to assist their clients.</li> <li> Researched cost basis for shareholders and CPAs to help in preparation of tax returns.</li> <li> Processed corrections, adjustments or complex transactions for clients, i.e.monetary adjustments, non-monetary, account maintenance, and monetary distributions.</li> <li> Researched retirement accounts for shareholders to enable them make contributory/distributor decisions.</li> <li> Recorded and managed data within appropriate timelines.</li> <li> Gathered, analyzed, and presented data to resolve client escalation issues.</li> <li> Worked closely with the legal department to resolve legal issues; such as investment fraud and subpoenas.</li> <li> Assisted department manager with implementation of quality control procedures.</li> <li> Communicated with clients to resolve any problems on a regular basis.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_673717526_6_437922142" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:10px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="673717526JTIT6"> Investor Services Specialist</span> <br/> <span> <span class="jobdates" format="%B %Y" id="673717526JSTD6"> October 2001</span> <span> to </span> <span class="jobdates" format="%B %Y" id="673717526EDDT6"> June 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="673717526COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="673717526JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="673717526JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="673717526JDES6" itemprop="description"> <ul> <li> Reviewed market quotes for acceptable fluctuation, reasonableness and accuracy.</li> <li> Responsible for quality control of financial transactions.</li> <li> Performed data entry to generate shareholder reports.</li> <li> Regularly communicated with clients to assist them with their retirement accounts.</li> <li> Assisted in quality control processes which include: monitoring status of reconciling and fee bill processing, assuring written policies and procedures are consistently applied and identifying areas where additional training is needed.</li> <li> Utilized a variety of databases and applications to complete shareholders request.</li> <li> Results oriented and hands on skill in research and analysis, business operations and customer/client support.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC673717527" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC673717527"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_673717527_1_437922144" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="673717527DGRE1" itemprop="name"> MBA</span> <span> : </span> <span class="programline" dependency="STUY" id="673717527STUY1"> Accounting</span> <span> , </span> <span class="jobdates" id="673717527GRYR1"> 2011</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="673717527SCHO1" itemprop="name"> Johnson & Wales University</span> <span> - </span> <span class="joblocation jobcity" id="673717527SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="673717527SSTA1"> State</span> <span class="joblocation jobstate" id="673717527SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="673717527FRFM1"> <p align="LEFT"> Accounting</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_673717527_2_437922143" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="673717527DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" dependency="STUY" id="673717527STUY2"> Accounting</span> <span> , </span> <span class="jobdates" id="673717527GRYR2"> 2009</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="673717527SCHO2" itemprop="name"> Johnson & Wales University</span> <span> - </span> <span class="joblocation jobcity" id="673717527SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="673717527SSTA2"> State</span> <span class="joblocation jobstate" id="673717527SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="673717527FRFM2"> Accounting</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL673717536" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL673717536"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_673717536_1_437922147" style="padding-top:0px;"> <div class="field singlecolumn" id="673717536FRFM1"> <p align="LEFT"> Accurate, Bloomberg, DTCC, PACE, Asset Arena, Essbase, Great Plains, Hyperion, ELedger/SAP, Access, Excel, Word, PowerPoint, Oracle, QuickBooks, fiscal budgeting knowledge and financial reporting.</p> </div> </div> </div> </div> | FINANCE |
20,969,845 | FINANCE & ADMIN MANAGER Summary A self-motivated person with a dynamic personality and have more than eight (8) years of working experience in the fields of management, finance, administration, advisor, translator, and tutor. Worked with reputable international organizations for the last 5 years in different positions. Have an excellent command of Dari, Persian & Pashto languages, as well as good understanding and knowledge of English, Russian, Arabic & Urdu language. Achievements Fulbright Scholarship Program – The University of Akron August 2015 - present Full scholarship to complete Master's degree American Scholarship Program – American University of Central Asia August 2007 – June 2011 Full scholarship to complete a four-year Bachelor's degree Work Experience Finance & Admin Manager 10/2011 to 07/2015 Company Name City , State Identified staff vacancies and recruited, interviewed and selected applicants. Conducted new employee orientation to foster positive attitude toward organizational objectives. Advised managers on organizational policy matters and recommend needed changes. Prepared contract- subsidies, financial agreements, suppliers, services, consultancies; Prepared program budget planning; Maintained of accurate cash records; Ensure that all procurement is completed in according with financial policies & procedures; Prepared monthly reconciliation of cash, financial monitoring, accounting and financial plans Measurement Result: Obtained favorable settlements in over 85% of cases Supervised a team over 15 employees. Advisor & Interpeter/Translator 06/2011 to 09/2011 Company Name City , State Translated conversations from Dari to English and vice verse; Organized trip & meetings; Traveled around Mazar Districts; Interviewed with women; Observed the women situation in rural area Preparing report for fundraising Measurement Result: Obtained favorable settlements in over 90% of cases Intern 06/2010 to 08/2010 Company Name City , State Worked in Credit Banking department Worked in Accounting department Maintained records and account for the bank transaction Reported monthly financial statements Prepared daily reconciliation of customer accounts Assistant- Voluntarily 01/2009 to 03/2011 Company Name City , State Communicated with national and international stuff Organized trip Held the responsibility of finance issue Made arrangements for official meetings, conferences, and other events. Measurement Result: Obtained favorable settlements in over 80% Totur 07/2004 to 01/2005 Company Name City , State Applied the required teaching methods for students Training Received Training on Introduction to GIZ financial administration From 30 Oct 2011 to 3 Nov 2011 Financial Administration, procurement, O&R regulation and internal control From 27 Jan 2012 to 3 Feb 2012 Financial Administration and O&R on 27 June 2012 Time management and communication on 2-3 June 2013 Qualification on anti-corruption on 1 July 2013 Communication and team building on 1-2 Sept 2013 IPO-Information Portal Online of the Risk Management on 10 Sept 2012 Financial Management and WINPACCS Cost Control on 11- 16 Oct 2012 Capacity WORKS Training on 23-27 June Education MBA : Business Administration, Conentration on Managment 2017 University of Akron City , State , USA BBA : Business Administration- Concentration on Finance, Banking & Investment 2011 American University of Central Asia City , Kyrgyzstan Language Skills Dari, Persian, Pashto, English, Russian, Arabic, Urdu Computer Skills Operating
Systems MS-DOS, Windows (98, 2000, XP, Vista, 7), Office Suite MS Word, MS
Excel, MS PowerPoint, MS
Access, MS Publisher, MS FrontPage,
Networking Linksys Routers & wirelessBroadband, Web Designing
HTML/DHTML,
FrontPage, Adobe Photoshop, Adobe Photoshop
| <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME834625173" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_834625173_1_543848890" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field" id="834625173FNAM1"> </span> <span> </span> <span class="field lName" id="834625173LNAM1"> FINANCE & ADMIN MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM834625175" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM834625175"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834625175_1_543848897" style="
padding-top:0px;
"> <div class="field singlecolumn" id="834625175FRFM1"> <p style="text-align: justify;"> A self-motivated person with a dynamic personality and have more than eight (8) years of working experience in the fields of management, finance, administration, advisor, translator, and tutor. Worked with reputable international organizations for the last 5 years in different positions. Have an excellent command of Dari, Persian & Pashto languages, as well as good understanding and knowledge of English, Russian, Arabic & Urdu language.</p> </div> </div> </div> <div class="section" id="SECTION_ACCM834625177" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM834625177"> Achievements</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834625177_1_543851191" style="
padding-top:0px;
"> <div class="field singlecolumn" id="834625177FRFM1"> <div> <strong> Fulbright Scholarship Program – The University of Akron August 2015 - present</strong> </div> <ul> <li> Full scholarship to complete Master's degree</li> </ul> <div> <strong> American Scholarship Program – American University of Central Asia August 2007 – June 2011</strong> </div> <ul> <li> Full scholarship to complete a four-year Bachelor's degree</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR834625178" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR834625178"> Work Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834625178_1_543848892" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="834625178JTIT1"> Finance & Admin Manager</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="834625178JSTD1"> 10/2011</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="834625178EDDT1"> 07/2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="834625178COMP1" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="834625178JCIT1" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="834625178JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="834625178JDES1" itemprop="description"> <ul> <li> <span class=""> Identified staff vacancies and recruited, interviewed and selected applicants.</span> </li> <li> <span class=""> Conducted new employee orientation to foster positive attitude toward organizational objectives. </span> </li> <li> <span class=""> </span> <span class=""> Advised managers on organizational policy matters and recommend needed changes. </span> </li> <li> Prepared contract- subsidies, financial agreements, suppliers, services, consultancies;</li> <li> Prepared program budget planning;</li> <li> Maintained <span style="line-height: 1.5;"> of accurate cash records;</span> </li> <li> <span style="line-height: 1.5;"> </span> Ensure<span style="line-height: 1.5;"> that all procurement is completed in according with financial policies & procedures;</span> </li> <li> <span style="line-height: 1.5;"> </span> Prepared<span style="line-height: 1.5;"> monthly reconciliation of cash, financial monitoring, accounting and financial plans</span> </li> </ul> <div> <b> Measurement Result:</b> </div> <ul> <li> Obtained favorable settlements in over 85% of cases</li> <li> Supervised a team over 15 employees.</li> </ul> <div> </div> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_834625178_2_543854532" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="834625178JTIT2"> Advisor & Interpeter/Translator</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="834625178JSTD2"> 06/2011</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="834625178EDDT2"> 09/2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="834625178COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="834625178JCIT2" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="834625178JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="834625178JDES2" itemprop="description"> <ul> <li> Translated conversations from Dari to English and vice verse;</li> <li> Organized trip & meetings;</li> <li> Traveled around Mazar Districts;</li> <li> Interviewed with women;</li> <li> Observed the women situation in rural area Preparing report for fundraising</li> <li class="tempListItem" style="list-style-type:none"> </li> </ul> <div> <b> Measurement Result:</b> </div> <ul> <li> Obtained favorable settlements in over 90% of cases</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_834625178_3_543848893" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="834625178JTIT3"> Intern</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="834625178JSTD3"> 06/2010</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="834625178EDDT3"> 08/2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="834625178COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="834625178JCIT3" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="834625178JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="834625178JDES3" itemprop="description"> <ul> <li> Worked in Credit Banking department</li> <li> Worked in Accounting department</li> <li> Maintained records and account for the bank transaction</li> <li> Reported monthly financial statements</li> <li> Prepared daily reconciliation of customer accounts </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_834625178_4_543856439" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="834625178JTIT4"> Assistant- Voluntarily</span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="834625178JSTD4"> 01/2009</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="834625178EDDT4"> 03/2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="834625178COMP4" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="834625178JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="834625178JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="834625178JDES4" itemprop="description"> <ul> <li> Communicated with national and international stuff</li> <li> Organized trip</li> <li> Held the responsibility of finance issue </li> <li> Made arrangements for official meetings, conferences, and other events.</li> </ul> <div> <b> Measurement Result:</b> </div> <ul> <li> Obtained favorable settlements in over 80% </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_834625178_5_543856613" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="834625178JTIT5"> Totur </span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="834625178JSTD5"> 07/2004</span> <span class="jobdates"> to </span> <span class="jobdates" format="%m/%Y" id="834625178EDDT5"> 01/2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="834625178COMP5" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="834625178JCIT5" itemprop="addressLocality"> City</span> <span class="joblocation"> , </span> <span class="joblocation jobstate" id="834625178JSTA5" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobline" id="834625178JDES5" itemprop="description"> <ul> <li> Applied the required teaching methods for students</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL834625180" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_AFIL834625180"> Training Received</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834625180_1_543852761" style="
padding-top:0px;
"> <div class="field singlecolumn" id="834625180FRFM1"> <ul> <li> Training on Introduction to GIZ financial administration From 30 Oct 2011 to 3 Nov 2011 </li> <li> Financial Administration, procurement, O&R regulation and internal control From 27 Jan 2012 to 3 Feb 2012</li> <li> Financial Administration and O&R on 27 June 2012</li> <li> Time management and communication on 2-3 June 2013</li> <li> Qualification on anti-corruption on 1 July 2013</li> <li> Communication and team building on 1-2 Sept 2013</li> <li> IPO-Information Portal Online of the Risk Management on 10 Sept 2012</li> <li> Financial Management and WINPACCS Cost Control on 11- 16 Oct 2012</li> <li> Capacity WORKS Training on 23-27 June </li> </ul> </div> </div> </div> <div class="section" id="SECTION_EDUC834625179" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC834625179"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834625179_1_543848894" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="834625179DGRE1" itemprop="name"> MBA</span> <span> : </span> <span class="programline" id="834625179STUY1"> Business Administration, Conentration on Managment</span> <span class="datesWrapper"> <span class="jobdates" id="834625179GRYR1"> 2017</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="834625179SCHO1" itemprop="name"> University of Akron</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="834625179SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="834625179SSTA1"> State</span> <span> , </span> <span class="joblocation eduCountry" id="834625179SCNT1"> USA</span> </span> </span> <span class="paddedline"> <span class="field" id="834625179FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_834625179_2_543848895" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="834625179DGRE2" itemprop="name"> BBA</span> <span> : </span> <span class="programline" id="834625179STUY2"> Business Administration- Concentration on Finance, Banking & Investment </span> <span class="datesWrapper"> <span class="jobdates" id="834625179GRYR2"> 2011</span> <span> </span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="834625179SCHO2" itemprop="name"> American University of Central Asia</span> <span class="datesWrapper"> <span class="joblocation jobcity educity" id="834625179SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate edustate" id="834625179SSTA2"> </span> <span class="joblocation eduCountry" id="834625179SCNT2"> Kyrgyzstan</span> </span> </span> <span class="paddedline"> <span class="field" id="834625179FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_LANG834625183" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_LANG834625183"> Language Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834625183_1_543848901" style="
padding-top:0px;
"> <div class="field singlecolumn" id="834625183FRFM1"> Dari, Persian, Pashto, English, Russian, Arabic, Urdu</div> </div> </div> <div class="section" id="SECTION_SKLL834625184" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL834625184"> Computer Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_834625184_1_543848903" style="
padding-top:0px;
"> <div class="field singlecolumn" id="834625184FRFM1"> Operating
Systems MS-DOS, Windows (98, 2000, XP, Vista, 7), Office Suite MS Word, MS
Excel, MS PowerPoint, MS
Access, MS Publisher, MS FrontPage,
Networking Linksys Routers & wirelessBroadband, Web Designing
HTML/DHTML,
FrontPage, Adobe Photoshop, Adobe Photoshop
</div> </div> </div> </div> | FINANCE |
20,275,356 | ASSISTANT DIRECTOR OF FINANCE Professional Overview Skilled accounting professioanl Skill Highlights Budgeting and forecasting Analytical skills Organizational skills Self-motivated professional Team leadership Hyperion Oracle CPA Professional Experience 05/2013 to Current Assistant Director of Finance Company Name - City , State Assist in oversight of the month end close for the Select Managed hotels and the Genpact team, including validation of the payroll journal and other areas. Review and assist hotel General Managers with preparation of annual budgets. Manage the relationship with the owner of 10 of our managed hotels, including reporting, forecasting and month end close related questions. Responsible for monthly and quarterly reconciliations. Main point of contact for Select Hotel Hyperion needs from the other Assistant Directors of Finance, the Select RVPs, the HSS team and the General Managers. Build reports and tools to help the General Managers in their duties. Created reports to roll up data for review by the Director of Finance and other Assistant Directors of Finance. Streamlined monthly Health and Welfare journal entries booked for the Full Service hotels our team oversees. Assisted in the preparation of documents in the sale of 50+ hotels. Provided feedback and performed testing in Phase I and Phase II of the change in our financial systems. Participated in training of our General Managers upon the rollout of the new financial systems. 09/2010 to 05/2013 Planning and Analysis Manager Company Name - City , State Maintained and updated a Daily Revenue report for the Select Managed and Franchised hotels. Created a weekly and monthly roll up of Smith Travel data for all North America Full Service and Select Service hotels. Loaded monthly Full Service and Select Service Franchise actuals data during month end to Hyperion. Reviewed financials during month end for Select Service Managed hotels. Prepared annual budget for the Full Service and Select Service Franchise hotels. Assisted in review and preparation of the Select Service Managed hotel budgets. Converted data for 22 acquired hotels to be formatted and loaded into our systems. Provided support for Select Operations teams: F&B, Rooms, Revenue Management, Sales. Created analytical reports for Select Operations for their use. Prepared monthly/quarterly owner reporting packages. 06/2008 to 09/2010 Senior Analyst Company Name - City , State Assisted in preparation of the Corporate Management Review package. Prepared monthly Balance Sheet and P&L analysis on the Lodging Segment for the Consolidations team. Assisted in training sessions, data gathering, data input and budget review with the corporate department heads of the Business Unit during the annual budget process. Reviewed Management Agreements for new hotels to identify possible financial impacts that would need to be accounted for. Worked closely with the Corporate Accounting team to manage the close and review of monthly financials. Worked with RVPs on finalizing pre-opening budgets and spend on Full Service hotels. 01/2006 to 07/2008 Senior Consolidations Accountant Company Name - City , State Consolidations contact person for regional offices that head operations in EAME, ASPAC and Latin America. Responsible for the coordination and clean up of the international entities' consolidations processes. Coordinate the project of setting up over twenty international entities' ledgers to automatically feed into the Hyperion. Prepare various stand-alone financial statements and related footnotes for individual hotels and companies. Assist in the preparation and review of the quarterly and year-end financial statements. 05/2003 to 01/2006 General Ledger Accountant Company Name - City , State Responsible for monthly billings to all Domestic hotels for various expenses paid by the parent company. Reconcile outstanding unbilled balances and coordinate with appropriate individuals for the preparation of hotel allocations of the expenses paid on their behalf. Complete monthly reconciliations and wires for various benefits accounts for all North America hotels as well as the Corporate Office. Responsible for allocating costs and expenses to all departments and affiliates that benefit from the shared office functions of the Human Resources, Financial Systems Support, Dining Room and Computer Information Systems departments. Accumulate the data and set up the cost allocation drivers of department headcount and department square footage to allocate the shared office functions' costs and expenses. Education Jun. 2002 Bachelor of Science : Accounting DePaul University - City , State Skills Balance Sheet analysis, Budgeting, Forecasting, Hyperion, Excel, PowerPoint, Word, Oracle | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME765527929" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_765527929_1_496195929" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field fName" id="765527929FNAM1"> </span> <span> </span> <span class="field" id="765527929LNAM1"> ASSISTANT DIRECTOR OF FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM765527935" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM765527935"> Professional Overview</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_765527935_1_496206754" style="padding-top:0px;"> <div class="field singlecolumn noPind" id="765527935FRFM1"> Skilled accounting professioanl</div> </div> </div> <div class="section" id="SECTION_HILT765527932" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT765527932"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_765527932_1_496195939" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="765527932SKC11"> <ul> <li> Budgeting and forecasting</li> <li> Analytical skills</li> <li> Organizational skills </li> <li> Self-motivated professional </li> </ul> </td> <td class="field twocol_2" id="765527932SKC21"> <ul> <li> Team leadership</li> <li> Hyperion</li> <li> Oracle</li> <li> CPA</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR765527930" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR765527930"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_765527930_1_496195930" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="765527930JSTD1"> 05/2013</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="765527930EDDT1"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="765527930JTIT1"> Assistant Director of Finance</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="765527930COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="765527930JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="765527930JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="765527930JDES1" itemprop="description"> <ul> <li> Assist in oversight of the month end close for the Select Managed hotels and the Genpact team, including validation of the payroll journal and other areas.</li> <li> Review and assist hotel General Managers with preparation of annual budgets.</li> <li> Manage the relationship with the owner of 10 of our managed hotels, including reporting, forecasting and month end close related questions.</li> <li> Responsible for monthly and quarterly reconciliations.</li> <li> Main point of contact for Select Hotel Hyperion needs from the other Assistant Directors of Finance, the Select RVPs, the HSS team and the General Managers.</li> <li> Build reports and tools to help the General Managers in their duties.</li> <li> Created reports to roll up data for review by the Director of Finance and other Assistant Directors of Finance.</li> <li> Streamlined monthly Health and Welfare journal entries booked for the Full Service hotels our team oversees.</li> <li> Assisted in the preparation of documents in the sale of 50+ hotels.</li> <li> Provided feedback and performed testing in Phase I and Phase II of the change in our financial systems.</li> <li> Participated in training of our General Managers upon the rollout of the new financial systems.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_765527930_2_496195932" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="765527930JSTD2"> 09/2010</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="765527930EDDT2"> 05/2013</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="765527930JTIT2"> Planning and Analysis Manager</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="765527930COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="765527930JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="765527930JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="765527930JDES2" itemprop="description"> <ul> <li> Maintained and updated a Daily Revenue report for the Select Managed and Franchised hotels.</li> <li> Created a weekly and monthly roll up of Smith Travel data for all North America Full Service and Select Service hotels.</li> <li> Loaded monthly Full Service and Select Service Franchise actuals data during month end to Hyperion.</li> <li> Reviewed financials during month end for Select Service Managed hotels.</li> <li> Prepared annual budget for the Full Service and Select Service Franchise hotels.</li> <li> Assisted in review and preparation of the Select Service Managed hotel budgets.</li> <li> Converted data for 22 acquired hotels to be formatted and loaded into our systems.</li> <li> Provided support for Select Operations teams: F&B, Rooms, Revenue Management, Sales.</li> <li> Created analytical reports for Select Operations for their use.</li> <li> Prepared monthly/quarterly owner reporting packages.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_765527930_3_496195934" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="765527930JSTD3"> 06/2008</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="765527930EDDT3"> 09/2010</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="765527930JTIT3"> Senior Analyst</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="765527930COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="765527930JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="765527930JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="765527930JDES3" itemprop="description"> <ul> <li> Assisted in preparation of the Corporate Management Review package.</li> <li> Prepared monthly Balance Sheet and P&L analysis on the Lodging Segment for the Consolidations team.</li> <li> Assisted in training sessions, data gathering, data input and budget review with the corporate department heads of the Business Unit during the annual budget process.</li> <li> Reviewed Management Agreements for new hotels to identify possible financial impacts that would need to be accounted for.</li> <li> Worked closely with the Corporate Accounting team to manage the close and review of monthly financials.</li> <li> Worked with RVPs on finalizing pre-opening budgets and spend on Full Service hotels.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_765527930_4_496195935" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="765527930JSTD4"> 01/2006</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="765527930EDDT4"> 07/2008</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="765527930JTIT4"> Senior Consolidations Accountant</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="765527930COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="765527930JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="765527930JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="765527930JDES4" itemprop="description"> <ul> <li> Consolidations contact person for regional offices that head operations in EAME, ASPAC and Latin America.</li> <li> Responsible for the coordination and clean up of the international entities' consolidations processes.</li> <li> Coordinate the project of setting up over twenty international entities' ledgers to automatically feed into the Hyperion.</li> <li> Prepare various stand-alone financial statements and related footnotes for individual hotels and companies.</li> <li> Assist in the preparation and review of the quarterly and year-end financial statements.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_765527930_5_496195937" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="765527930JSTD5"> 05/2003</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="765527930EDDT5"> 01/2006</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="765527930JTIT5"> General Ledger Accountant</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="765527930COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="765527930JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="765527930JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="765527930JDES5" itemprop="description"> <ul> <li> Responsible for monthly billings to all Domestic hotels for various expenses paid by the parent company.</li> <li> Reconcile outstanding unbilled balances and coordinate with appropriate individuals for the preparation of hotel allocations of the expenses paid on their behalf.</li> <li> Complete monthly reconciliations and wires for various benefits accounts for all North America hotels as well as the Corporate Office.</li> <li> Responsible for allocating costs and expenses to all departments and affiliates that benefit from the shared office functions of the Human Resources, Financial Systems Support, Dining Room and Computer Information Systems departments.</li> <li> Accumulate the data and set up the cost allocation drivers of department headcount and department square footage to allocate the shared office functions' costs and expenses.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC765527931" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC765527931"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_765527931_1_496195938" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <span class="dates_wrapper"> <span class="jobdates" id="765527931GRYR1"> Jun. 2002</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="765527931DGRE1" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="765527931STUY1"> Accounting</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="765527931SCHO1" itemprop="name"> DePaul University</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="765527931SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="765527931SSTA1"> State</span> <span class="joblocation jobstate" id="765527931SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="765527931FRFM1"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL765527933" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL765527933"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_765527933_1_496195940" style="padding-top:0px;"> <div class="field singlecolumn" id="765527933FRFM1"> Balance Sheet analysis, Budgeting, Forecasting, Hyperion, Excel, PowerPoint, Word, Oracle</div> </div> </div> </div> | FINANCE |
59,818,742 | AN ACCOUNT CUM FINANCE MANAGER Summary I am team-oriented Accountant prepares clear, comprehensive financial reports for executive-level management.I did work as an Account Manager in India for private sector company and also worked in financial sector only. Right now, I am looking for an entry level position based on my study in the United states. Highlights From 1st March, 2016 Key Skills Familiar with a vast array of Finance activities and management skills. Knowledge of basic computer knowledge like MS Office, Word and Power point. Accounts & Auditing General Administration Basic Computer Costing Knowledge, Tally 7.2 & 9 and ERP Analytical reasoning Financial statement analysis Strength in regulatory reporting Compliance testing knowledge Understands foreign tax reporting Budget forecasting expertise Account reconciliation expert Financial planner Complex problem solving Effective time management Excellent managerial techniques General ledger accounting Expert in customer relations Superior research skills Advanced computer proficiency (PC and Mac) Accomplishments Accounting Skills Operated computers programmed with accounting software to record, store, and analyze information. General Ledger Accounts Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions. I also have a vast knowledge of Taxation laws and policies. Experience An Account Cum Finance Manager , 05/2010 - 05/2014 Company Name - City , State Gujarat Education Board. Grand Project Investment Pattern of Investor on Diversification of Portfolio Management in recession Period Jan to March, 2009 Summer Training 1)TITLE: - "Inventory Management" To know the Inventory level in manufacturing company 4)DURATION:- Two Months May to July 2008 Projects Job experience I did work at RB Cars Pvt. Ltd. As an Account Cum Finance Manager since Last 4 Years and 1 Months Business : Maruti Suzuki Authorised Dealer Trading and Services. Duration : Since June 2010. Handling all kinds of Account and Finance Activities. Maintain two types of Accounts like Norms as per Income Tax and Maruti Suzuki India Ltd. I am also take a part to take a decision with Top Management Long term planning for fund for doing business. Prepare Documentation which required for TA and Inventory funding and Doing bargaining with financial institution for Interest rate on borrowing for same business. Responsible for Vat assessment, and prepare provisional balancesheet. Other works doing which were done in Previous Company as per my previous Job profile. Handle all kinds of Tax Related activities like Service Tax, Tds, Vat, Income Tax etc. Issue of C forms and activities related to 402 and 403 forms. Also filing Return of Service Tax, TDS and Vat. Maintain a stock and made a statement for cash credit purpose in bank. Job experience 1 year and 7 months in "Ratnaveer Stainless Products Pvt Ltd" as a Post of an Account and Finance Executive. Business : Exporter & Manufacturer of Stainless steel washer & fasteners. Duration : Since August 2008. Account cum Finance Executive , 01/2008 - 04/2010 Company Name - City , State Account cum Finance Executive , 01/2008 - 04/2010 Company Name - City , State Account & Finance Executive General Ledger scrutiny. Looking after Purchase bills, checking and verification of bills. Looking after sales, Preparing sales report on daily basis. Checking and Verification of supplier, contractors and transporter bills. Checking and verification of Expenditure bills. Maintain Daily Stock. Booking of Foreign inward Remittance and Buyer's Credit Payment Doing Audit on Monthly Basis. Basic Finance Knowledge related to LC and Export Packing credit Limit. Knowledge of Bank Guarantee and Buyer's credit. Knowledge related to Forward contract. Monthly payment of service tax, Tds and vat. Prepare Direct and Indirect expenses statement for costing. Management Accounting Preparing liabilities statements for provision of expenses. Make Credit & Debit note. Scrutiny of debtor's outstanding balance. Preparing of Bank Reconciliation Statement Preparing of Monthly, Quarterly, and Yearly Sales Tax Return. Preparing of Quarterly TDS Return. Issue of TDS Certificate. Done Forex Entry on daily basis. Issue and Collect "C" form. Finalization of Accounts/ Audit Assisting my senior while finalization of accounts and in preparing Profit & Loss accounts and Balance Sheet. Hobbies Playing cricket, Traveling Languages English Hindi Gujarati Achievements/ Extracurricular activities: From the summer project I have learned that how to actual processes are doing in the manufacturing company and how to maintain a strong relationship with seniors and sub-ordinate in the corporate sector. From the Grand project I have concluded that the thumb rule is shown the relation between risk and age is dependent to each other. I have also got so many certificates, Medals and Cash prizes in Sports and Education at my college as well as school level. Education March 2015 Devry University M.S Accounting Accounting U.S.A) Pursuing
April 2013 Certified Public Accountant (CPA)(Part Time) May 2009 ICFAI University Gujarat University Master of Business Administration (MBA) Finance Finance April 2007 Gujarat University Bachelor Of Commerce (B. Com) March 2004 Gujarat Higher Secondary Education Board HSC Commerce Commerce Personal Information Citizenship : Indian * Date of birth : 13th October 1986 Contact e-mail : [email protected] Permanent Address 12, Girdhar Nagar Society, At & Po. & Ta. - Savli, Dist. : Vadodara- 391770, Gujarat, INDIA Profile Additional Information Citizenship : Indian * Date of birth : 13th October 1986 Contact e-mail : [email protected] Permanent Address 12, Girdhar Nagar Society, At & Po. & Ta. - Savli, Dist. : Vadodara- 391770, Gujarat, INDIA Profile Handle all organization Activities Related to my Field Skills Accounting, Auditing, balance, Balance Sheet, Bank Reconciliation, Basic, C, computer knowledge, Costing, Certified Public Accountant, CPA, Credit, Debit, Documentation, English, ERP, filing, Finance, financial, Forex, forms, General Ledger, Hindi, Inventory, Inventory Management, management skills, MS Office, works, Problem solving, processes, Profit, quick, Sales, Tax, TDS | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME744531209" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_744531209_1_482377111" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="744531209FNAM1"> </span> <span> </span> <span class="field" id="744531209LNAM1"> AN ACCOUNT CUM FINANCE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM744531211" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM744531211"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744531211_1_482377119" style="padding-top:0px;"> <div class="field singlecolumn" id="744531211FRFM1"> <p align="LEFT"> I am team-oriented Accountant prepares clear, comprehensive financial reports for executive-level management.I did work as an Account Manager in India for private sector company and also worked in financial sector only.</p> <p align="LEFT"> Right now, I am looking for an entry level position based on my study in the United states.</p> <br/> </div> </div> </div> <div class="section" id="SECTION_HILT744531212" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT744531212"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744531212_1_482377121" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="744531212SKC11"> <ul> <li> From 1st March, 2016</li> <li> Key Skills</li> <li> Familiar with a vast array of Finance activities and management skills. Knowledge of basic computer knowledge like MS Office, Word and Power point.</li> <li> Accounts & Auditing</li> <li> General Administration</li> <li> Basic Computer</li> <li> Costing</li> <li> Knowledge, Tally 7.2 & 9 and ERP</li> </ul> </td> <td class="field twocol_2" id="744531212SKC21"> <ul> <li> Analytical reasoning</li> <li> Financial statement analysis</li> <li> Strength in regulatory reporting</li> <li> Compliance testing knowledge</li> <li> Understands foreign tax reporting</li> <li> Budget forecasting expertise</li> <li> Account reconciliation expert</li> <li> Financial planner</li> <li> Complex problem solving</li> <li> Effective time management</li> <li> Excellent managerial techniques</li> <li> General ledger accounting</li> <li> Expert in customer relations</li> <li> Superior research skills</li> <li> Advanced computer proficiency (PC and Mac)</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM744531465" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM744531465"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744531465_1_482385005" style="padding-top:0px;"> <div class="field singlecolumn" id="744531465FRFM1"> <p align="LEFT"> <i> Accounting Skills</i> </p> <ul> <li> Operated computers programmed with accounting software to record, store, and analyze information. </li> </ul> <br/> <p align="LEFT"> <i> General Ledger Accounts</i> </p> <ul> <li> Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions. </li> <br/> <li> I also have a vast knowledge of Taxation laws and policies.</li> <br/> <br/> </ul> <br/> </div> </div> </div> <div class="section" id="SECTION_EXPR744531213" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR744531213"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744531213_1_482377112" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744531213JTIT1"> An Account Cum Finance Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="744531213JSTD1"> 05/2010</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744531213EDDT1"> 05/2014</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744531213COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="744531213JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744531213JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="744531213JDES1" itemprop="description"> <ul> <li> Gujarat Education Board.</li> <li> Grand Project Investment Pattern of Investor on Diversification of Portfolio Management in recession Period Jan to March, 2009 Summer Training 1)TITLE: - "Inventory Management" To know the Inventory level in manufacturing company 4)DURATION:- Two Months May to July 2008 Projects Job experience I did work at RB Cars Pvt.</li> <li> Ltd.</li> <li> As an Account Cum Finance Manager since Last 4 Years and 1 Months Business : Maruti Suzuki Authorised Dealer Trading and Services.</li> <li> Duration : Since June 2010.</li> <li> Handling all kinds of Account and Finance Activities.</li> <li> Maintain two types of Accounts like Norms as per Income Tax and Maruti Suzuki India Ltd.</li> <li> I am also take a part to take a decision with Top Management Long term planning for fund for doing business.</li> <li> Prepare Documentation which required for TA and Inventory funding and Doing bargaining with financial institution for Interest rate on borrowing for same business.</li> <li> Responsible for Vat assessment, and prepare provisional balancesheet.</li> <li> Other works doing which were done in Previous Company as per my previous Job profile.</li> <li> Handle all kinds of Tax Related activities like Service Tax, Tds, Vat, Income Tax etc.</li> <li> Issue of C forms and activities related to 402 and 403 forms.</li> <li> Also filing Return of Service Tax, TDS and Vat.</li> <li> Maintain a stock and made a statement for cash credit purpose in bank.</li> <li> Job experience 1 year and 7 months in "Ratnaveer Stainless Products Pvt Ltd" as a Post of an Account and Finance Executive.</li> <li> Business : Exporter & Manufacturer of Stainless steel washer & fasteners.</li> <li> Duration : Since August 2008.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744531213_2_482388442" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744531213JTIT2"> Account cum Finance Executive</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="744531213JSTD2"> 01/2008</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744531213EDDT2"> 04/2010</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744531213COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="744531213JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744531213JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="744531213JDES2" itemprop="description"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744531213_3_482388440" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744531213JTIT3"> Account cum Finance Executive</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="744531213JSTD3"> 01/2008</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="744531213EDDT3"> 04/2010</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="744531213COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="744531213JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="744531213JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="744531213JDES3" itemprop="description"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744531213_4_482377113" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="744531213JTIT4"> Account & Finance Executive</span> <span class="jobdates" format="%m/%Y" id="744531213JSTD4"> </span> <span class="jobdates" format="%m/%Y" id="744531213EDDT4"> </span> </span> <span class="paddedline"> <span class="jobline" id="744531213JDES4" itemprop="description"> <ul> <li> General Ledger scrutiny.</li> <li> Looking after Purchase bills, checking and verification of bills.</li> <li> Looking after sales, Preparing sales report on daily basis.</li> <li> Checking and Verification of supplier, contractors and transporter bills.</li> <li> Checking and verification of Expenditure bills.</li> <li> Maintain Daily Stock.</li> <li> Booking of Foreign inward Remittance and Buyer's Credit Payment Doing Audit on Monthly Basis.</li> <li> Basic Finance Knowledge related to LC and Export Packing credit Limit.</li> <li> Knowledge of Bank Guarantee and Buyer's credit.</li> <li> Knowledge related to Forward contract.</li> <li> Monthly payment of service tax, Tds and vat.</li> <li> Prepare Direct and Indirect expenses statement for costing.</li> <li> Management Accounting Preparing liabilities statements for provision of expenses.</li> <li> Make Credit & Debit note.</li> <li> Scrutiny of debtor's outstanding balance.</li> <li> Preparing of Bank Reconciliation Statement Preparing of Monthly, Quarterly, and Yearly Sales Tax Return.</li> <li> Preparing of Quarterly TDS Return.</li> <li> Issue of TDS Certificate.</li> <li> Done Forex Entry on daily basis.</li> <li> Issue and Collect "C" form.</li> <li> Finalization of Accounts/ Audit Assisting my senior while finalization of accounts and in preparing Profit & Loss accounts and Balance Sheet.</li> <li> Hobbies Playing cricket, Traveling Languages English Hindi Gujarati Achievements/ Extracurricular activities: From the summer project I have learned that how to actual processes are doing in the manufacturing company and how to maintain a strong relationship with seniors and sub-ordinate in the corporate sector.</li> <li> From the Grand project I have concluded that the thumb rule is shown the relation between risk and age is dependent to each other.</li> <li> I have also got so many certificates, Medals and Cash prizes in Sports and Education at my college as well as school level.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC744531214" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC744531214"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744531214_1_482377114" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobdates eduDate" id="744531214GRYR1"> March 2015</span> <span> </span> <span class="companyname companyname_educ" id="744531214SCHO1" itemprop="name"> Devry University</span> <span class="joblocation jobcity" id="744531214SCIT1"> </span> <span class="joblocation jobstate" id="744531214SSTA1"> </span> <span class="joblocation jobstate" id="744531214SCNT1"> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="744531214DGRE1" itemprop="name"> M.S</span> <span> </span> <span class="programline" id="744531214STUY1"> Accounting</span> </span> <span class="paddedline"> <span class="field" id="744531214FRFM1"> Accounting</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744531214_2_482377115" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="744531214DGRE2" itemprop="name"> U.S.A) Pursuing
April 2013 Certified Public Accountant (CPA)(Part Time)</span> <span class="programline" id="744531214STUY2"> </span> </span> <span class="paddedline"> <span class="field" id="744531214FRFM2"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744531214_3_482377116" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobdates eduDate" id="744531214GRYR3"> May 2009</span> <span> </span> <span class="companyname companyname_educ" id="744531214SCHO3" itemprop="name"> ICFAI University Gujarat University</span> <span class="joblocation jobcity" id="744531214SCIT3"> </span> <span class="joblocation jobstate" id="744531214SSTA3"> </span> <span class="joblocation jobstate" id="744531214SCNT3"> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="744531214DGRE3" itemprop="name"> Master of Business Administration (MBA)</span> <span> </span> <span class="programline" id="744531214STUY3"> Finance</span> </span> <span class="paddedline"> <span class="field" id="744531214FRFM3"> Finance</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744531214_4_482377117" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobdates eduDate" id="744531214GRYR4"> April 2007</span> <span> </span> <span class="companyname companyname_educ" id="744531214SCHO4" itemprop="name"> Gujarat University</span> <span class="joblocation jobcity" id="744531214SCIT4"> </span> <span class="joblocation jobstate" id="744531214SSTA4"> </span> <span class="joblocation jobstate" id="744531214SCNT4"> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="744531214DGRE4" itemprop="name"> Bachelor Of Commerce (B. Com)</span> <span class="programline" id="744531214STUY4"> </span> </span> <span class="paddedline"> <span class="field" id="744531214FRFM4"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_744531214_5_482377118" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobdates eduDate" id="744531214GRYR5"> March 2004</span> <span> </span> <span class="companyname companyname_educ" id="744531214SCHO5" itemprop="name"> Gujarat Higher Secondary Education Board</span> <span class="joblocation jobcity" id="744531214SCIT5"> </span> <span class="joblocation jobstate" id="744531214SSTA5"> </span> <span class="joblocation jobstate" id="744531214SCNT5"> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="744531214DGRE5" itemprop="name"> HSC</span> <span> </span> <span class="programline" id="744531214STUY5"> Commerce</span> </span> <span class="paddedline"> <span class="field" id="744531214FRFM5"> Commerce</span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL744531215" style="padding-top:0px;"> </div> <div class="section" id="SECTION_PRIN744531216" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_PRIN744531216"> Personal Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744531216_1_482377120" style="padding-top:0px;"> <div class="field singlecolumn" id="744531216FRFM1"> Citizenship : Indian * Date of birth : 13th October 1986 Contact e-mail : [email protected] Permanent Address 12, Girdhar Nagar Society, At & Po. & Ta. - Savli, Dist. : Vadodara- 391770, Gujarat, INDIA Profile </div> </div> </div> <div class="section" id="SECTION_ADDI744531218" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ADDI744531218"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744531218_1_482377123" style="padding-top:0px;"> <div class="field singlecolumn" id="744531218FRFM1"> <ul> <li> Citizenship : Indian * Date of birth : 13th October 1986 Contact e-mail : [email protected] Permanent Address 12, Girdhar Nagar Society, At & Po. & Ta. - Savli, Dist. : Vadodara- 391770, Gujarat, INDIA Profile </li> <li> Handle all organization Activities Related to my Field</li> </ul> </div> </div> </div> <div class="section" id="SECTION_SKLL744531217" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL744531217"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_744531217_1_482377122" style="padding-top:0px;"> <div class="field singlecolumn" id="744531217FRFM1"> <p align="LEFT"> Accounting, Auditing, balance, Balance Sheet, Bank Reconciliation, Basic, C, computer knowledge, Costing, Certified Public Accountant, CPA, Credit, Debit, Documentation, English, ERP, filing, Finance, financial, Forex, forms, General Ledger, Hindi, Inventory, Inventory Management, management skills, MS Office, works, Problem solving, processes, Profit, quick, Sales, Tax, TDS</p> </div> </div> </div> </div> | FINANCE |
72,136,463 | FINANCE / OFFICE MANAGER Summary Dedicated Finance Manager and Office Admin who leverages initiative and resourcefulness to deliver excellence in meeting business objectives. Highlights Intuit QuickBooks specialist Accounting operations professional Fiscal budgeting knowledge Accounts receivable and payable Expert in customer relations professional Exceptional time management skills Skilled multi-tasker Microsoft Office proficiency Excellent communication skills Computer-savvy Customer service-oriented Accomplishments Power Words: Proposed, Researched,
Created, Streamlined, Represented, Recommended, Identified, Established,
Improved, Trained, Resolved, Monitored, Prepared, Integrated, Advised,
Won, Increased, Documented, Recorded, Initiated, Managed, Reduced,
Solved, Consulted, Guided, Developed, Ensured Skills accounting, accountant, accounts payable, accounts receivable, Administrative, administrative functions, Adobe Illustrator, Photoshop, ADP Payroll, advertising, AP, AR, Art, agency, benefits, billing, Bookkeeping, Bookkeeper, brochures, brochure, budget, business cards, business correspondence, cash flow, consultant, contracts, cost accounting, Creative Writing, client, Clients, excellent customer service, Database, Desktop Publishing, edit, FileMaker Pro, filing, financial, financial management, financial operations, financial reports, FSA, general ledger, Grant Writing, Graphic Design, instruction, insurance, interior design, inventory, logistics, managing, marketing, marketing materials, materials, Excel spreadsheets, Excel, office, MYOB, office equipment, Paralegal, payroll, profit, project management, purchasing, QuarkXPress, QuickBooks, QuickBooks Pro, research, scheduling, shipping, spreadsheets, spreadsheet, tax, taxes, tax preparation, Make travel arrangements, vendor relations, website, written, year-end Experience Finance / Office Manager , 01/2008 - Current Company Name - City , State Manage day-to-day financial operations, month and year end accounting, AR and AP for two companies. Established process for professional services project accounts receivable, collections, and accounts payable bookkeeping systems which created a monthly cash flow that was not previously available. Manage complex financial spreadsheets and grant accounting details. Prepare payroll, insurance benefits and FSA records. Submit payroll reports to Paychex and post to QuickBooks 2015. Administer benefits and coordinate with insurance carriers to renew agreements. Established and maintain a complex filing system. Coordinate purchasing, maintenance and repair of office equipment, plus maintain office supplies inventory. Make travel arrangements for conference registration, airline, hotel and rental car reservations. Coordinate in and outbound shipping of booth /materials for tradeshows. Proofread written materials, edit and recommend changes for marketing and professional services documents. Administrative and financial manager for the nonprofit Protected Harvest Certification Program application process, including creating new set of books for 2009 accounting going forward. Developed and nurture excellent grower relations and training on the online self-assessment system. Integral member of team that re-built the Protected Harvest website. Bookkeeper , 01/2005 - 01/2008 Company Name - City , State Bookkeeping for six company entities, including AP, AR and ADP payroll and journal entry posting to QuickBooks, bank deposits and reconciliations, vendor 1099s, end-of-year books submittal to accountant, and professional liability insurance applications. Converted MYOB accounting program for five company entities to QuickBooks Pro for January 2006 start date. Set-up an additional company in 2008. Utilized ADP Payroll Service for up to 20 employees. Obtained various state tax agency accounts nationwide. Created Excel spreadsheets to analyze multi-company financial data, workers' compensation SCIF reports and audits. Database updates in FileMaker Pro, plus occasional resume and contract work for the recruiters. Created spreadsheets to track reservation schedules for two vacation rental properties, including online payments, contracts, client communication, keys, and cleaning schedule - for owners' rental property. Bookkeeper / Office Manager , 01/1999 - 01/2003 Company Name - City , State Bookkeeping using QuickBooks Pro for payroll and taxes, AP and AR, general ledger maintenance, billing, project cost accounting and managing variable budget to $1.5 million. Managed insurance administration, wrote correspondence, and produced architectural specifications. Set up all administrative office systems and files for new Aspen office, plus financial management, including payroll, of the Telluride office. Bookkeeping for five company entities on QuickBooks Pro. Produced marketing materials. Created annual client/financial project report. Maintained excellent client, consultant and vendor relations. Project / Purchasing Manager , 01/1997 - 01/1999 Company Name - City , State Managed the purchasing process for interior design projects, including resourceful coordination of national shipments for local interior installations. Developed and implemented effective project management system in Excel for tracking purchases, shipment dates and project costs. Successful Liaison at all levels of client, consultant and vendor relations. Founder / Principal , 01/1996 - 01/2009 Company Name - City , State Founded and successfully managed a small bookkeeping and graphic design service company. Delivered a range of services including bookkeeping, administrative and office assistance, research and writing, travel, presentation materials, business cards, flyers, brochures and chapbooks. Clients included not-for-profit, foundations, architects, alternative health care practitioners, and consumer product companies. Bookkeeper for the Santa Cruz Art League www.scal.org. Learning Resource Center Technician , 01/1993 - 01/1995 Company Name - City , State Managed accounts payable and developed data spreadsheet to track budget. Provided excellent customer service, and computer database instruction on information retrieval, research, and inter-library loan services, plus maintained vendor relations, library supplies, and selected books for collection development. Wrote procedures manual for ordering and cataloging new books. Hired and supervised student employees. Advertised and marketed the 1994 Colorado Mountain Writers Workshop, a five-day, accredited intensive course in creative writing. Created and produced the CMWW brochure, flyers, and advertising. Coordinated faculty and seminar scheduling. Directed all administrative functions and logistics for faculty and participants. Bookkeeper / Office Manager , 01/1987 - 01/1993 Company Name - City , State Managed office operations and financial administration. Initiated computer equipment purchases. Computerized all phases of accounting and architectural specifications. Developed Excel templates for billing, project costs, payroll, general ledger and financial reports. Managed $400K-5OOK budget, payroll and taxes, W-2s/1099s, AP and AR, billing procedures, business correspondence, year-end income tax preparation, and project analyses. Education Metropolitan State College - City , State Bachelor of Arts Psychology - Sociology Graduate Level Studies California State University - City , State Counseling Master's Candidate Community College of Denver - City , State Small Business Bookkeeping: QuickBooks Pro. Colorado Mountain College (CMC), Aspen, CO
Desktop Publishing: QuarkXPress, Photoshop, Adobe Illustrator. CMC, Aspen, CO
Creative Writing, Graphic Design, Grant Writing, CMC, Glenwood Springs, CO
Paralegal Certification Courses: 30 Hours. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME683345444" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_683345444_1_443890972" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="683345444FNAM1"> </span> <span> </span> <span class="field" id="683345444LNAM1"> FINANCE / OFFICE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM683345451" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM683345451"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_683345451_1_443892239" style="padding-top:0px;"> <div class="field singlecolumn" id="683345451FRFM1"> <span> Dedicated Finance Manager and Office Admin who leverages initiative and resourcefulness to deliver excellence in meeting business objectives. </span> </div> </div> </div> <div class="section" id="SECTION_HILT683345452" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT683345452"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_683345452_1_443894439" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="683345452SKC11"> <ul> <li> Intuit QuickBooks specialist</li> <li> Accounting operations professional</li> <li> <font> Fiscal budgeting knowledge </font> </li> <li> Accounts receivable and payable <font> Expert in customer relations </font> professional</li> </ul> </td> <td class="field twocol_2" id="683345452SKC21"> <ul> <li> Exceptional time management skills</li> <li> Skilled multi-tasker</li> <li> Microsoft Office proficiency</li> <li> Excellent communication skills</li> <li> Computer-savvy</li> <li> Customer service-oriented</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM683345772" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM683345772"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_683345772_1_443905232" style="padding-top:0px;"> <div class="field singlecolumn" id="683345772FRFM1"> Power Words: Proposed, Researched,
Created, Streamlined, Represented, Recommended, Identified, Established,
Improved, Trained, Resolved, Monitored, Prepared, Integrated, Advised,
Won, Increased, Documented, Recorded, Initiated, Managed, Reduced,
Solved, Consulted, Guided, Developed, Ensured</div> </div> </div> <div class="section" id="SECTION_SKLL683345449" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL683345449"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_683345449_1_443890987" style="padding-top:0px;"> <div class="field singlecolumn" id="683345449FRFM1"> accounting, accountant, accounts payable, accounts receivable, Administrative, administrative functions, Adobe Illustrator, Photoshop, ADP Payroll, advertising, AP, AR, Art, agency, benefits, billing, Bookkeeping, Bookkeeper, brochures, brochure, budget, business cards, business correspondence, cash flow, consultant, contracts, cost accounting, Creative Writing, client, Clients, excellent customer service, Database, Desktop Publishing, edit, FileMaker Pro, filing, financial, financial management, financial operations, financial reports, FSA, general ledger, Grant Writing, Graphic Design, instruction, insurance, interior design, inventory, logistics, managing, marketing, marketing materials, materials, Excel spreadsheets, Excel, office, MYOB, office equipment, Paralegal, payroll, profit, project management, purchasing, QuarkXPress, QuickBooks, QuickBooks Pro, research, scheduling, shipping, spreadsheets, spreadsheet, tax, taxes, tax preparation, Make travel arrangements, vendor relations, website, written, year-end</div> </div> </div> <div class="section" id="SECTION_EXPR683345447" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR683345447"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_683345447_1_443890974" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="683345447JTIT1"> Finance / Office Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="683345447JSTD1"> 01/2008</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="683345447EDDT1"> Current</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="683345447COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="683345447JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345447JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="683345447JDES1" itemprop="description"> <ul> <li> Manage day-to-day financial operations, month and year end accounting, AR and AP for two companies.</li> <li> Established process for professional services project accounts receivable, collections, and accounts payable bookkeeping systems which created a monthly cash flow that was not previously available.</li> <li> Manage complex financial spreadsheets and grant accounting details.</li> <li> Prepare payroll, insurance benefits and FSA records.</li> <li> Submit payroll reports to Paychex and post to QuickBooks 2015.</li> <li> Administer benefits and coordinate with insurance carriers to renew agreements.</li> <li> Established and maintain a complex filing system.</li> <li> Coordinate purchasing, maintenance and repair of office equipment, plus maintain office supplies inventory.</li> <li> Make travel arrangements for conference registration, airline, hotel and rental car reservations.</li> <li> Coordinate in and outbound shipping of booth /materials for tradeshows.</li> <li> Proofread written materials, edit and recommend changes for marketing and professional services documents.</li> <li> Administrative and financial manager for the nonprofit Protected Harvest Certification Program application process, including creating new set of books for 2009 accounting going forward.</li> <li> Developed and nurture excellent grower relations and training on the online self-assessment system.</li> <li> Integral member of team that re-built the Protected Harvest website.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_683345447_2_443890975" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="683345447JTIT2"> Bookkeeper</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="683345447JSTD2"> 01/2005</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="683345447EDDT2"> 01/2008</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="683345447COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="683345447JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345447JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="683345447JDES2" itemprop="description"> <ul> <li> Bookkeeping for six company entities, including AP, AR and ADP payroll and journal entry posting to QuickBooks, bank deposits and reconciliations, vendor 1099s, end-of-year books submittal to accountant, and professional liability insurance applications.</li> <li> Converted MYOB accounting program for five company entities to QuickBooks Pro for January 2006 start date.</li> <li> Set-up an additional company in 2008.</li> <li> Utilized ADP Payroll Service for up to 20 employees.</li> <li> Obtained various state tax agency accounts nationwide.</li> <li> Created Excel spreadsheets to analyze multi-company financial data, workers' compensation SCIF reports and audits.</li> <li> Database updates in FileMaker Pro, plus occasional resume and contract work for the recruiters.</li> <li> Created spreadsheets to track reservation schedules for two vacation rental properties, including online payments, contracts, client communication, keys, and cleaning schedule - for owners' rental property.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_683345447_3_443890976" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="683345447JTIT3"> Bookkeeper / Office Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="683345447JSTD3"> 01/1999</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="683345447EDDT3"> 01/2003</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="683345447COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="683345447JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345447JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="683345447JDES3" itemprop="description"> <ul> <li> Bookkeeping using QuickBooks Pro for payroll and taxes, AP and AR, general ledger maintenance, billing, project cost accounting and managing variable budget to $1.5 million.</li> <li> Managed insurance administration, wrote correspondence, and produced architectural specifications.</li> <li> Set up all administrative office systems and files for new Aspen office, plus financial management, including payroll, of the Telluride office.</li> <li> Bookkeeping for five company entities on QuickBooks Pro.</li> <li> Produced marketing materials.</li> <li> Created annual client/financial project report.</li> <li> Maintained excellent client, consultant and vendor relations.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_683345447_4_443890977" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="683345447JTIT4"> Project / Purchasing Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="683345447JSTD4"> 01/1997</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="683345447EDDT4"> 01/1999</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="683345447COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="683345447JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345447JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="683345447JDES4" itemprop="description"> <ul> <li> Managed the purchasing process for interior design projects, including resourceful coordination of national shipments for local interior installations.</li> <li> Developed and implemented effective project management system in Excel for tracking purchases, shipment dates and project costs.</li> <li> Successful Liaison at all levels of client, consultant and vendor relations.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_683345447_5_443890978" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="683345447JTIT5"> Founder / Principal</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="683345447JSTD5"> 01/1996</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="683345447EDDT5"> 01/2009</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="683345447COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="683345447JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345447JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="683345447JDES5" itemprop="description"> <ul> <li> Founded and successfully managed a small bookkeeping and graphic design service company.</li> <li> Delivered a range of services including bookkeeping, administrative and office assistance, research and writing, travel, presentation materials, business cards, flyers, brochures and chapbooks.</li> <li> Clients included not-for-profit, foundations, architects, alternative health care practitioners, and consumer product companies.</li> <li> Bookkeeper for the Santa Cruz Art League www.scal.org.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_683345447_6_443890980" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="683345447JTIT6"> Learning Resource Center Technician</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="683345447JSTD6"> 01/1993</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="683345447EDDT6"> 01/1995</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="683345447COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="683345447JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345447JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="683345447JDES6" itemprop="description"> <ul> <li> Managed accounts payable and developed data spreadsheet to track budget.</li> <li> Provided excellent customer service, and computer database instruction on information retrieval, research, and inter-library loan services, plus maintained vendor relations, library supplies, and selected books for collection development.</li> <li> Wrote procedures manual for ordering and cataloging new books.</li> <li> Hired and supervised student employees.</li> <li> Advertised and marketed the 1994 Colorado Mountain Writers Workshop, a five-day, accredited intensive course in creative writing.</li> <li> Created and produced the CMWW brochure, flyers, and advertising.</li> <li> Coordinated faculty and seminar scheduling.</li> <li> Directed all administrative functions and logistics for faculty and participants.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_683345447_7_443890981" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="683345447JTIT7"> Bookkeeper / Office Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="683345447JSTD7"> 01/1987</span> <span> - </span> <span class="jobdates" format="%m/%Y" id="683345447EDDT7"> 01/1993</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="683345447COMP7" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="683345447JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345447JSTA7" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="683345447JDES7" itemprop="description"> <ul> <li> Managed office operations and financial administration.</li> <li> Initiated computer equipment purchases.</li> <li> Computerized all phases of accounting and architectural specifications.</li> <li> Developed Excel templates for billing, project costs, payroll, general ledger and financial reports.</li> <li> Managed $400K-5OOK budget, payroll and taxes, W-2s/1099s, AP and AR, billing procedures, business correspondence, year-end income tax preparation, and project analyses.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC683345448" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC683345448"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_683345448_1_443890983" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobdates eduDate" id="683345448GRYR1"> </span> <span class="companyname companyname_educ" id="683345448SCHO1" itemprop="name"> Metropolitan State College</span> <span> - </span> <span class="joblocation jobcity" id="683345448SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345448SSTA1"> State</span> <span class="joblocation jobstate" id="683345448SCNT1"> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="683345448DGRE1" itemprop="name"> Bachelor of Arts</span> <span> </span> <span class="programline" id="683345448STUY1"> Psychology - Sociology</span> </span> <span class="paddedline"> <span class="field" id="683345448FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_683345448_2_443890984" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="683345448DGRE2" itemprop="name"> </span> <span> </span> <span class="programline" id="683345448STUY2"> Graduate Level Studies</span> </span> <span class="paddedline"> <span class="field" id="683345448FRFM2"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_683345448_3_443890985" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobdates eduDate" id="683345448GRYR3"> </span> <span class="companyname companyname_educ" id="683345448SCHO3" itemprop="name"> California State University</span> <span> - </span> <span class="joblocation jobcity" id="683345448SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345448SSTA3"> State</span> <span class="joblocation jobstate" id="683345448SCNT3"> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="683345448DGRE3" itemprop="name"> </span> <span> </span> <span class="programline" id="683345448STUY3"> Counseling Master's Candidate</span> </span> <span class="paddedline"> <span class="field" id="683345448FRFM3"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_683345448_4_443890986" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobdates eduDate" id="683345448GRYR4"> </span> <span class="companyname companyname_educ" id="683345448SCHO4" itemprop="name"> Community College of Denver</span> <span> - </span> <span class="joblocation jobcity" id="683345448SCIT4"> City</span> <span> , </span> <span class="joblocation jobstate" id="683345448SSTA4"> State</span> <span class="joblocation jobstate" id="683345448SCNT4"> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="683345448DGRE4" itemprop="name"> Small Business Bookkeeping: QuickBooks Pro. Colorado Mountain College (CMC), Aspen, CO
Desktop Publishing: QuarkXPress, Photoshop, Adobe Illustrator. CMC, Aspen, CO
Creative Writing, Graphic Design, Grant Writing, CMC, Glenwood Springs, CO
Paralegal Certification Courses: 30 Hours.</span> <span class="programline" id="683345448STUY4"> </span> </span> <span class="paddedline"> <span class="field" id="683345448FRFM4"> </span> </span> </div> </div> </div> </div> | FINANCE |
98,513,424 | SR. FINANCE MANAGER Summary Finance professional with a successful track record of driving the financial planning cycle and transforming strategic goals into operational plans. Demonstrated ability to build strong financial models, improve processes and drive business results. Self-starter and creative problem solver. Passionate about building a collaborative environment and empowering people. Experience Sr. Finance Manager Jan 2015 to Sep 2015 Company Name - City , State Served as Global FP&A lead to VP of Finance in all planning related questions and communication with Corp FP&A. Led the Annual Global Field Quota plan setting process ($6B) including product hierarchy update, definition and communication of content requirements. Conducted in-depth analysis and provided recommendations to GMs, COO and CFO for meeting the company's strategic goals in terms of growth and profitability. Led the Customer Operations Expense Planning process of $2B and re-allocated budget in accordance with top line changes. Successfully incorporated the sales commissions model by creating a unified data structure and input requirements. Achieved synergies and visibility for the team. Led the Monthly Close, Forecast and Management Reporting processes and provided guidance and support to local Field FP&A teams. Drove and implemented an accelerated Monthly close process by 3 business days, that provided early visibility into final results and streamlined the decision making process for adjusting entries. Achieved <0.5% variance="" to="" forecast="" in="" q1'15="" and="" q2'15.="" recognized="" as="" best="" performing="" fp&a="" individual="" and="" received="" the="" cfo="" gold="" standard="" award="" q1'15=""> "in recognition of Role Modeling of Execution and Passion in Being Exceptional at the Fundamentals" . Managed the hiring and on-boarding process of two reports in headquarters and three individuals on other teams in Bulgaria. Developed a transition plan of reporting activities to offshore teams in order to scale operations. Finance Manager Jul 2013 to Dec 2014 Company Name - City , State Developed an Expense Planning model for Customer Operations budget allocation of $2B. Established a global calendar and share point that drove better communication and collaboration across teams. Received Spot Award in Oct'14 and Excellence Award in Dec'14. Created and established a standard Financial dashboard for Customer Operations to highlight performance and outline improvement areas. Provided recommendations to senior management for prioritizing investments, mitigating risk areas and improving performance. Created and established a standard weekly Headcount dashboard for Customer Operations (8000+ employees) that streamlined the reporting process, drove timely hiring decisions, cost efficiencies and alignment with Corp FP&A needs. Led the Field FP&A team in systems related projects such as Hyperion Planning/Essbase and Coupa implementations. Coordinated the team during the testing phase and provided consolidated feedback to systems team. Initiated new events policy that helped streamline the criteria for revenue and expense recognition resulting in accelerated accrual submission, acurate reporting and better collaboration. Sr. Financial Analyst Jul 2012 to Jul 2013 Company Name - City , State Finance Business Partner to the VP of WW Operations and VP of Strategy and Enablement and providing strategic financial support. Prepared and presented the monthly forecast, annual plan and mid-year plan update. Developed a Financial dashboard with KPIs for Quarterly Business Reviews to highlight performance and areas of improvement. Outlined action plans, owners and tracked execution. Analyzed headcount direct costs and helped realize savings of $1.75M annually by shifting roles to offshore locations. Proposed and achieved other cost savings of $1.25M annually through contract renegotiation and prioritizing of activities. Developed a Programs spend dashboard to track budget utilization, calculate monthly accruals and perform Actual to Budget variance analysis. Sr. Financial Analyst Mar 2010 to Jul 2012 Company Name - City , State Direct report to a Sr. Director of Finance. Developed a monthly Forecast process and Annual Plan for Americas Field Sales (1,500+ employees). Prepared a KPI dashboard for Quarterly business reviews. Analyzed results and provided senior leadership with recommendations for improvement. Developed and maintained a Headcount dashboard for weekly, monthly and quarterly reviews with senior leadership and recruiting team that helped track, forecast and analyze headcount changes and cost impact. Implemented a new cost center structure to align the new segments, verticals and regions for management reporting purposes. Transitioned and maintained all legacy cost centers. Received MVP H2'11 award. Expert Strategy Controlling Jul 2006 to Mar 2010 Company Name - City , State Prepared the 5-year Business Plan and Annual Operating Plan. Participated in portfolio review meetings and analyzed inputs for optimized product strategy. Incorporated external market analysis in business plan proposal and developed set of strategic goals and recommendations. Prepared the Quarterly Forecast and Monthly Management Reports for CFO area and Actual to Budget variance analysis. Developed a fleet management analysis which resulted in a fuel efficiency program with annual savings of 0.5M EUR.Prepared Logistics outsourcing scenarios as part of restructuring plan and achieved annual savings of 1.25M EUR. Participated in a 6-month rotational program in Marketing Controlling area and prepared Business Cases and ROI analysis. Internship in Sales Channels Controlling Department Apr 2004 to Mar 2006 Company Name - City , State Prepared analysis, evaluation and review of sales activities with Partner sales team. Responsible for preparing and presenting the quarterly commissions forecast, calculation of the monthly accruals and participated in audit reviews at year end. Performed Actual to Budget variance analysis and summarized results for management review. Internship in Quality Management Systems Department Dec 2001 to Mar 2004 Company Name - City , State Implemented quality management systems and issued DIN ISO certification to eight mid-sized manufacturing companies. Deliverables included introductory presentations, training and process documentation. Internship in Office Management Jun 2000 to Nov 2001 Company Name - City , State Responsible for managing the business correspondence, preparing sales agreements and providing customer accounting support. Education Master of Science , Business Administration May 2006 Technical University - City , Germany Principal Subjects: Financial Controlling, Marketing, Management and Tax Languages Fluent in English, German, Bulgarian (native). Skills Hyperion Planing, Essbase, SAP R/3, Oracle 11, SAP BPC, Business Objects, Sharepoint, MS Office. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME672270689" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_672270689_1_437046917" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="672270689FNAM1"> </span> <span> </span> <span class="field" id="672270689LNAM1"> SR. FINANCE MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM672270691" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM672270691"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_672270691_1_437054199" style="padding-top:0px;"> <div class="field singlecolumn" id="672270691FRFM1"> <p align="LEFT"> Finance professional with a successful track record of driving the financial planning cycle and transforming strategic goals into operational plans. Demonstrated ability to build strong financial models, improve processes and drive business results. Self-starter and creative problem solver. Passionate about building a collaborative environment and empowering people. </p> </div> </div> </div> <div class="section" id="SECTION_EXPR672270693" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR672270693"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_672270693_1_437046919" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="672270693JTIT1"> Sr. Finance Manager</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="672270693JSTD1"> Jan 2015</span> <span> to </span> <span class="jobdates" format="%b %Y" id="672270693EDDT1"> Sep 2015</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="672270693COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="672270693JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="672270693JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="672270693JDES1" itemprop="description"> <ul> <li> Served as Global FP&A lead to VP of Finance in all planning related questions and communication with Corp FP&A. Led the Annual Global Field Quota plan setting process ($6B) including product hierarchy update, definition and communication of content requirements. Conducted in-depth analysis and provided recommendations to GMs, COO and CFO for meeting the company's strategic goals in terms of growth and profitability. </li> <li> Led the Customer Operations Expense Planning process of $2B and re-allocated budget in accordance with top line changes. Successfully incorporated the sales commissions model by creating a unified data structure and input requirements. Achieved synergies and visibility for the team. </li> <li> Led the Monthly Close, Forecast and Management Reporting processes and provided guidance and support to local Field FP&A teams. Drove and implemented an accelerated Monthly close process by 3 business days, that provided early visibility into final results and streamlined the decision making process for adjusting entries. Achieved <0.5% variance="" to="" forecast="" in="" q1'15="" and="" q2'15.="" recognized="" as="" best="" performing="" fp&a="" individual="" and="" received="" the="" cfo="" gold="" standard="" award="" q1'15=""><!--0.5%--> <i> "in recognition of Role Modeling of Execution and Passion in Being Exceptional at the Fundamentals"</i> . </li> <li> Managed the hiring and on-boarding process of two reports in headquarters and three individuals on other teams in Bulgaria. Developed a transition plan of reporting activities to offshore teams in order to scale operations. </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_672270693_2_437046920" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="672270693JTIT2"> Finance Manager</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="672270693JSTD2"> Jul 2013</span> <span> to </span> <span class="jobdates" format="%b %Y" id="672270693EDDT2"> Dec 2014</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="672270693COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="672270693JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="672270693JSTA2" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="672270693JDES2" itemprop="description"> <ul> <li> Developed an Expense Planning model for Customer Operations budget allocation of $2B. Established a global calendar and share point that drove better communication and collaboration across teams. Received Spot Award in Oct'14 and Excellence Award in Dec'14. </li> <li> Created and established a standard Financial dashboard for Customer Operations to highlight performance and outline improvement areas. Provided recommendations to senior management for prioritizing investments, mitigating risk areas and improving performance. </li> <li> Created and established a standard weekly Headcount dashboard for Customer Operations (8000+ employees) that streamlined the reporting process, drove timely hiring decisions, cost efficiencies and alignment with Corp FP&A needs. </li> <li> Led the Field FP&A team in systems related projects such as Hyperion Planning/Essbase and Coupa implementations. Coordinated the team during the testing phase and provided consolidated feedback to systems team. </li> <li> Initiated new events policy that helped streamline the criteria for revenue and expense recognition resulting in accelerated accrual submission, acurate reporting and better collaboration. </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_672270693_3_437046921" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="672270693JTIT3"> Sr. Financial Analyst</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="672270693JSTD3"> Jul 2012</span> <span> to </span> <span class="jobdates" format="%b %Y" id="672270693EDDT3"> Jul 2013</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="672270693COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="672270693JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="672270693JSTA3" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="672270693JDES3" itemprop="description"> <ul> <li> Finance Business Partner to the VP of WW Operations and VP of Strategy and Enablement and providing strategic financial support. Prepared and presented the monthly forecast, annual plan and mid-year plan update. Developed a Financial dashboard with KPIs for Quarterly Business Reviews to highlight performance and areas of improvement. Outlined action plans, owners and tracked execution. </li> <li> Analyzed headcount direct costs and helped realize savings of $1.75M annually by shifting roles to offshore locations. Proposed and achieved other cost savings of $1.25M annually through contract renegotiation and prioritizing of activities. </li> <li> Developed a Programs spend dashboard to track budget utilization, calculate monthly accruals and perform Actual to Budget variance analysis. </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_672270693_4_437046922" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="672270693JTIT4"> Sr. Financial Analyst</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="672270693JSTD4"> Mar 2010</span> <span> to </span> <span class="jobdates" format="%b %Y" id="672270693EDDT4"> Jul 2012</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="672270693COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="672270693JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="672270693JSTA4" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="672270693JDES4" itemprop="description"> <ul> <li> Direct report to a Sr. Director of Finance. Developed a monthly Forecast process and Annual Plan for Americas Field Sales (1,500+ employees). Prepared a KPI dashboard for Quarterly business reviews. Analyzed results and provided senior leadership with recommendations for improvement. </li> <li> Developed and maintained a Headcount dashboard for weekly, monthly and quarterly reviews with senior leadership and recruiting team that helped track, forecast and analyze headcount changes and cost impact. </li> <li> Implemented a new cost center structure to align the new segments, verticals and regions for management reporting purposes. Transitioned and maintained all legacy cost centers. Received MVP H2'11 award. </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_672270693_5_437046923" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="672270693JTIT5"> Expert Strategy Controlling</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="672270693JSTD5"> Jul 2006</span> <span> to </span> <span class="jobdates" format="%b %Y" id="672270693EDDT5"> Mar 2010</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="672270693COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="672270693JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="672270693JSTA5" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="672270693JDES5" itemprop="description"> <ul> <li> Prepared the 5-year Business Plan and Annual Operating Plan. Participated in portfolio review meetings and analyzed inputs for optimized product strategy. Incorporated external market analysis in business plan proposal and developed set of strategic goals and recommendations. </li> <li> Prepared the Quarterly Forecast and Monthly Management Reports for CFO area and Actual to Budget variance analysis. Developed a fleet management analysis which resulted in a fuel efficiency program with annual savings of 0.5M EUR.Prepared Logistics outsourcing scenarios as part of restructuring plan and achieved annual savings of 1.25M EUR. </li> <li> Participated in a 6-month rotational program in Marketing Controlling area and prepared Business Cases and ROI analysis. </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_672270693_6_437046924" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="672270693JTIT6"> Internship in Sales Channels Controlling Department</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="672270693JSTD6"> Apr 2004</span> <span> to </span> <span class="jobdates" format="%b %Y" id="672270693EDDT6"> Mar 2006</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="672270693COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="672270693JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="672270693JSTA6" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="672270693JDES6" itemprop="description"> <ul> <li> Prepared analysis, evaluation and review of sales activities with Partner sales team.</li> <li> Responsible for preparing and presenting the quarterly commissions forecast, calculation of the monthly accruals and participated in audit reviews at year end. Performed Actual to Budget variance analysis and summarized results for management review. </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_672270693_7_437046925" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="672270693JTIT7"> Internship in Quality Management Systems Department</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="672270693JSTD7"> Dec 2001</span> <span> to </span> <span class="jobdates" format="%b %Y" id="672270693EDDT7"> Mar 2004</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="672270693COMP7" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="672270693JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="672270693JSTA7" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="672270693JDES7" itemprop="description"> <ul> <li> Implemented quality management systems and issued DIN ISO certification to eight mid-sized manufacturing companies. Deliverables included introductory presentations, training and process documentation.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_672270693_8_437046926" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="672270693JTIT8"> Internship in Office Management</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="672270693JSTD8"> Jun 2000</span> <span> to </span> <span class="jobdates" format="%b %Y" id="672270693EDDT8"> Nov 2001</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="672270693COMP8" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="672270693JCIT8" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="672270693JSTA8" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="672270693JDES8" itemprop="description"> <ul> <li> Responsible for managing the business correspondence, preparing sales agreements and providing customer accounting support.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC672270694" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC672270694"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_672270694_1_437046928" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="672270694DGRE1" itemprop="name"> Master of Science</span> <span> , </span> <span class="programline" id="672270694STUY1"> Business Administration</span> <span class="datesWrapper"> <span class="jobdates" id="672270694GRYR1"> May 2006</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="672270694SCHO1" itemprop="name"> Technical University</span> <span> - </span> <span class="joblocation jobcity" id="672270694SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="672270694SSTA1"> </span> <span class="joblocation jobstate" id="672270694SCNT1"> Germany</span> </span> <span class="field" id="672270694FRFM1"> <p align="LEFT"> Principal Subjects: Financial Controlling, Marketing, Management and Tax</p> </span> </div> </div> </div> <div class="section" id="SECTION_LANG672270696" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_LANG672270696"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_672270696_1_437046929" style="padding-top:0px;"> <div class="field singlecolumn" id="672270696FRFM1"> <p align="LEFT"> Fluent in English, German, Bulgarian (native).</p> </div> </div> </div> <div class="section" id="SECTION_SKLL672270697" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL672270697"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_672270697_1_437046931" style="padding-top:0px;"> <div class="field singlecolumn" id="672270697FRFM1"> <p align="LEFT"> Hyperion Planing, Essbase, SAP R/3, Oracle 11, SAP BPC, Business Objects, Sharepoint, MS Office.</p> </div> </div> </div> </div> | FINANCE |
15,717,923 | SENIOR EXECUTIVE - FINANCE Profile To be part of an Esteemed Organization, that gives immense opportunities for growth and innovation thereby rendering satisfaction to self and to the employer by way of performance. Should see myself in a responsible position with massive work efficiency, which will increase the image of the organization. Aim for effective growth to strengthen the work location and work group in order to have maximum progress. Have a wonderful 6.5 years experience with corporate environment Sharp analytical ability and quick grasping capabilities Working as per given timelines for month end and year end activities Ability to understand the core issues and identifying the weak areas with a view to improve upon the same Have excellent organizational and management skills Effective communication skills Skill Highlights ERP Packages SAP ECC 6.0 Tally. ERP9 Operating System: Windows 95/ 98/ 2000/ NT/ XP Office Tools :MS Word, MS Excel, MS Power Point Office 2000/2002/XP/2003 Accomplishments Being a part of Accounts Payable team, streamlined the procedure and process of Custom duty, Air/Ocean Freight and clearing charges payments Developed format for On Due and Overdue payments list, which is required for on time payments to creditors. Awarded for resolving the overdue issues of major suppliers and making their account in current. Constant appreciations from CFO and GM for ensuring prompt payments by clearing all the outstanding payment issues. Appreciation from the functional head for assisting them in resolving the issues of the critical suppliers and ensuring prompt payments. Developed payment tracker for on time vendor payments to Foreign and Local vendors Developed GL guidelines and circulated to regional offices Developed Manual BRS format to simplify month end close activities Mass Upload JV to simplify month end close activities. Experience Senior Executive - Finance 08/2008 to 09/2015 Company Name Resolving payment issues and ensures timely payment to the vendors (Including Local and foreign vendors) Assisting all regional accountants for AP/GL/GR/IR related issues Posting of all the admin related invoices like Rent, Electricity and Office Maintenance with cost centre allocation Posting of import related invoices with Pan India business area Acting as a single point of contact for related party payments and reconciliations Working on GR/IR report and following up with the procurement and commercial team for non-receipt of invoice copies and resolving PO issues General Ledger guidelines to be create and review on quarterly basis Updating Forex rates in SAP based on RBI Website GRIR Analysis and GRIR reporting and Clearing excess GRIR To prepare for A1 for outward remittances with Invoice ,Original BOE, BL with all the supporting and submit to bank for making payment Booking of customs duty, EDD and freight clearing invoices thru MIRO and normal booking Booking of all the purchase related and statutory related invoices Sundry Creditors ageing analysis and submit the report to functional head Posting of special GL entries like Down payment, Employee advance and Imprest Supplier advances ,down payment reconciliation and submit the report to functional head Preparing Bank reconciliation statements To account all petty cash expenses on daily basis and Prepare monthly petty cash statement for top up Processing final settlement payments to resigned employees Co-ordination and support to internal and external auditors for audit requirements Accounts Executive 07/2005 to 07/2008 Company Name Handling Petty cash on daily basis Preparation of journal vouchers and commission statement General ledger Reconciliation Sundry debtors and creditors Analysis Preparation Bank reconciliation statement on month wise Inter Branch reconciliations Monitoring branch Accounts Maintain Fixed Asset register Making vendor payments Preparation of all kinds of MIS Reports Internal audit to branches Cash flow and fund flow preparation Making Journal entries TDS, Service Tax, ESI & P F. Monthly Book close activities Receipts Vs Payment Analysis Education M.B.A : Finance Manonmaniam Sundaranar University Finance Bachelor of Commerce Master of Business Administration B.com Kamaraj College of Arts and science affiliated to Manonmaniam Sundaranar University Languages English, Tamil, Arabic (Read & Write) Personal Information Age and Date of Birth : 35 Years - 24.05.1980
*Marital Status : Married Additional Information Personal Profile
*Age and Date of Birth : 35 Years - 24.05.1980
*Marital Status : Married Nationality : Indian Passport Number : L9870873 Declaration The above furnished information is true and correct to the best of my knowledge and belief. Place: Yours Faithfully Date: S.Mohamed Mohideen Skills Accounts receivables, Accounts Payable, AP, Arabic, Bank reconciliation, Book, Cash flow, English, ERP, ERP 9, Finance, Fixed Asset register, Forex, functional, General Ledger, GL, HR, Internal audit, logistics, MS Excel, Office, Office 2000, MS Power Point, 2000, Windows 95, 98, NT, MS Word, MIS, month end close, Operating System, payables, Procurement, Express, Read, reporting, Sales, SAP, Tax, TDS, Website, wise | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME661435488" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_661435488_1_430295999" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="661435488FNAM1"> </span> <span> </span> <span class="field" id="661435488LNAM1"> SENIOR EXECUTIVE - FINANCE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM661435490" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM661435490"> Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_661435490_1_430296009" style="padding-top:0px;"> <div class="field singlecolumn" id="661435490FRFM1"> To be part of an Esteemed Organization, that gives immense opportunities for growth and innovation thereby rendering satisfaction to self and to the employer by way of performance. Should see myself in a responsible position with massive work efficiency, which will increase the image of the organization. Aim for effective growth to strengthen the work location and work group in order to have maximum progress. Have a wonderful 6.5 years experience with corporate environment Sharp analytical ability and quick grasping capabilities Working as per given timelines for month end and year end activities Ability to understand the core issues and identifying the weak areas with a view to improve upon the same Have excellent organizational and management skills Effective communication skills </div> </div> </div> <div class="section" id="SECTION_HILT661435491" style="padding-top:5px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT661435491"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_661435491_1_430296012" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="661435491SKC11"> <ul> <li> ERP Packages SAP ECC 6.0 </li> <li> Tally. ERP9</li> <li> Operating System: Windows 95/ 98/ 2000/ NT/ XP </li> <li> Office Tools :MS Word, MS Excel, MS Power Point </li> <li> Office 2000/2002/XP/2003</li> </ul> </td> <td class="field twocol_2" id="661435491SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM661435684" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_ACCM661435684"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_661435684_1_430296603" style="padding-top:0px;"> <div class="field singlecolumn" id="661435684FRFM1"> <ul> <br/> <li> Being a part of Accounts Payable team, streamlined the procedure and process of Custom duty, Air/Ocean Freight and clearing charges payments</li> <li> Developed format for On Due and Overdue payments list, which is required for on time payments to creditors.</li> <li> Awarded for resolving the overdue issues of major suppliers and making their account in current.</li> <li> Constant appreciations from CFO and GM for ensuring prompt payments by clearing all the outstanding payment issues.</li> <li> Appreciation from the functional head for assisting them in resolving the issues of the critical suppliers and ensuring prompt payments.</li> <li> Developed payment tracker for on time vendor payments to Foreign and Local vendors</li> <li> Developed GL guidelines and circulated to regional offices</li> <li> Developed Manual BRS format to simplify month end close activities</li> <li> Mass Upload JV to simplify month end close activities.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR661435492" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR661435492"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_661435492_1_430296004" style="padding-top:0px;"> <div class="singlecolumn"> <span class="jobline" id="661435492JDES1" itemprop="description"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_661435492_2_430296001" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="661435492JTIT2"> Senior Executive - Finance</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="661435492JSTD2"> 08/2008</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="661435492EDDT2"> 09/2015</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="661435492COMP2" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="661435492JCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="661435492JSTA2" itemprop="addressRegion"> </span> </span> </span> <span class="jobline" id="661435492JDES2" itemprop="description"> <ul> <li> Resolving payment issues and ensures timely payment to the vendors (Including Local and foreign vendors) </li> <li> Assisting all regional accountants for AP/GL/GR/IR related issues </li> <li> Posting of all the admin related invoices like Rent, Electricity and Office Maintenance with cost centre allocation </li> <li> Posting of import related invoices with Pan India business area </li> <li> Acting as a single point of contact for related party payments and reconciliations </li> <li> Working on GR/IR report and following up with the procurement and commercial team for non-receipt of invoice copies and resolving PO issues </li> <li> General Ledger guidelines to be create and review on quarterly basis </li> <li> Updating Forex rates in SAP based on RBI Website </li> <li> GRIR Analysis and GRIR reporting and Clearing excess GRIR </li> <li> To prepare for A1 for outward remittances with Invoice ,Original BOE, BL with all the supporting and submit to bank for making payment </li> <li> Booking of customs duty, EDD and freight clearing invoices thru MIRO and normal booking </li> <li> Booking of all the purchase related and statutory related invoices Sundry Creditors ageing analysis and submit the report to functional head </li> <li> Posting of special GL entries like Down payment, Employee advance and Imprest Supplier advances ,down payment reconciliation and submit the report to functional head </li> <li> Preparing Bank reconciliation statements </li> <li> To account all petty cash expenses on daily basis and Prepare monthly petty cash statement for top up </li> <li> Processing final settlement payments to resigned employees </li> <li> Co-ordination and support to internal and external auditors for audit requirements </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_661435492_3_430296002" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="661435492JTIT3"> Accounts Executive</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%m/%Y" id="661435492JSTD3"> 07/2005</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="661435492EDDT3"> 07/2008</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="661435492COMP3" itemprop="name"> Company Name</span> <span class="datesWrapper"> <span class="joblocation jobcity" id="661435492JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="661435492JSTA3" itemprop="addressRegion"> </span> </span> </span> <span class="jobline" id="661435492JDES3" itemprop="description"> <ul> <li> Handling Petty cash on daily basis </li> <li> Preparation of journal vouchers and commission statement </li> <li> General ledger Reconciliation </li> <li> Sundry debtors and creditors Analysis </li> <li> Preparation Bank reconciliation statement on month wise </li> <li> Inter Branch reconciliations </li> <li> Monitoring branch Accounts </li> <li> Maintain Fixed Asset register </li> <li> Making vendor payments Preparation of all kinds of MIS Reports </li> <li> Internal audit to branches </li> <li> Cash flow and fund flow preparation </li> <li> Making Journal entries TDS, Service Tax, ESI & P F.</li> <li> Monthly Book close activities </li> <li> Receipts Vs Payment Analysis </li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC661435493" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC661435493"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_661435493_1_430296006" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="661435493DGRE1" itemprop="name"> M.B.A</span> <span> : </span> <span class="programline" id="661435493STUY1"> Finance</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="661435493SCHO1" itemprop="name"> Manonmaniam Sundaranar University</span> <span class="datesWrapper txtNormal"> <span class="joblocation jobcity" id="661435493SCIT1"> </span> <span class="joblocation jobstate" id="661435493SSTA1"> </span> <span class="joblocation jobstate" id="661435493SCNT1"> </span> </span> </span> <span class="field" id="661435493FRFM1"> Finance</span> </div> </div> <div class="paragraph" id="PARAGRAPH_661435493_2_430296007" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="661435493DGRE2" itemprop="name"> Bachelor of Commerce</span> <span class="programline" id="661435493STUY2"> </span> </span> <span class="field" id="661435493FRFM2"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_661435493_3_430296005" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="661435493DGRE3" itemprop="name"> Master of Business Administration</span> <span class="programline" id="661435493STUY3"> </span> </span> <span class="field" id="661435493FRFM3"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_661435493_4_430296008" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="661435493DGRE4" itemprop="name"> B.com</span> <span class="programline" id="661435493STUY4"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="661435493SCHO4" itemprop="name"> Kamaraj College of Arts and science affiliated to Manonmaniam Sundaranar University</span> <span class="datesWrapper txtNormal"> <span class="joblocation jobcity" id="661435493SCIT4"> </span> <span class="joblocation jobstate" id="661435493SSTA4"> </span> <span class="joblocation jobstate" id="661435493SCNT4"> </span> </span> </span> <span class="field" id="661435493FRFM4"> </span> </div> </div> </div> <div class="section" id="SECTION_LANG661435496" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_LANG661435496"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_661435496_1_430296011" style="padding-top:0px;"> <div class="field singlecolumn" id="661435496FRFM1"> English, Tamil, Arabic (Read & Write)</div> </div> </div> <div class="section" id="SECTION_PRIN661435495" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_PRIN661435495"> Personal Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_661435495_1_430296010" style="padding-top:0px;"> <div class="field singlecolumn" id="661435495FRFM1"> Age and Date of Birth : 35 Years - 24.05.1980
*Marital Status : Married</div> </div> </div> <div class="section" id="SECTION_ADDI661435498" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_ADDI661435498"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_661435498_1_430296014" style="padding-top:0px;"> <div class="field singlecolumn" id="661435498FRFM1"> <ul> <li> Personal Profile
*Age and Date of Birth : 35 Years - 24.05.1980
*Marital Status : Married</li> <li> Nationality : Indian Passport Number : L9870873 Declaration The above furnished information is true and correct to the best of my knowledge and belief. Place: Yours Faithfully Date: S.Mohamed Mohideen </li> </ul> </div> </div> </div> <div class="section" id="SECTION_SKLL661435497" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL661435497"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_661435497_1_430296013" style="padding-top:0px;"> <div class="field singlecolumn" id="661435497FRFM1"> Accounts receivables, Accounts Payable, AP, Arabic, Bank reconciliation, Book, Cash flow, English, ERP, ERP 9, Finance, Fixed Asset register, Forex, functional, General Ledger, GL, HR, Internal audit, logistics, MS Excel, Office, Office 2000, MS Power Point, 2000, Windows 95, 98, NT, MS Word, MIS, month end close, Operating System, payables, Procurement, Express, Read, reporting, Sales, SAP, Tax, TDS, Website, wise</div> </div> </div> </div> | FINANCE |
24,833,063 | ACTING FINANCE MANAGER Summary Innovative Accountant proficient in extracting financial data from various reporting systems and suggesting key operational changes. Accommodating [Job Title] who effectively manages strict deadlines, schedules and repetitive tasks with a positive, can-do attitude. An accountant and analyst with more than 8-years, proven experience spanning over oil and gas services, manufacturing, and trading business. The experience is not limited to Financial & Management reporting, IFRS and US GAAP, Working Capital management, Cost control and reduction measures, Internal Controls, ERP system implementation and development(Oracle, Hyperion, and Quick Books), Statutory compliance, Payroll & inventory management, Business insight and support decision making, Planning, budgeting, forecasting, Capex control, Leadership and team management, dealing with banks, internal/external auditors & business lawyers, advising management on financial strategy, Commercial proposals and evaluation, risks coverage, Negotiating contract, dealing with client, Setting up new KPIs/Standards and measuring performance, due diligence, implementation of corporate policies and governance. Key Professional Skills Financial Reporting & Analysis (IFRS and US GAAP). Budgeting, Planning (Short, Medium and Long Term). System Development & Cost Controls. Project/Commercial evaluation. Prepare Activity Based Cost analysis for new and existing business venture. Internal Controls & Financial Audits. Controllership of Accounting Operations. Team Leadership & resource management. Bench Marking/Setting KPIs & Performance Measurement. ERP, MS Office, Power point, and advance Excel. Seeking a growth oriented career in accounting, finance, analysis, and planning where my professional knowledge, skills and experience can be effectively utilized. Highlights Analytical reasoning Computer Skills * Advanced in MS Excel, Access, Word and Power point. * SAP financial accounting. * Oracle financials and Hyperion reporting. * Experienced in using Synapse, Citrix database, QuickBooks pro and QuickBooks Premier. * Warehouse Management System, On Base, Mainframe, and Ultriva (Inventory maintenance software). Seminars, Trainings & Workshops Attended: Oracle Financial, Hyperion planning/consolidation. CPE - certificates, for Rolling Forecast, Leadership in new age of Finance, and Delegation skills. ABC Costing. Certified in advance MS Excel. ISO Quality Standards (OSHA). First Aid & Safety. Defensive Driving. Analytical reasoning Financial statement analysis Budget forecasting expertise Account reconciliation expert Effective time management Strong organizational skills General ledger accounting Accomplishments Achieved [number] % cost reduction by eliminating redundant processes. Formally recognized for excellence achieved in financial analysis, budgeting and forecasting. Experience Acting Finance Manager , 01/2011 to Current Company Name Saudi Arabia, Bahrain, and Jordan. 2011-To - Present A multinational group involved in Drilling, Petro Chemicals, Well Services, Engineering, Mining, & Exploration/Production worldwide for Oil & Gas Sector. Working as Chief Accountant and reporting to General Manager, responsible for the following functions: Accounting Operation: Prepare and analyze monthly, quarterly, and annual financial reports with executive summary. Prepare consolidated financials, and comparative analytical reviews for all entities. Monitor cash flow and report cash management report on weekly basis. Maintain integrity of general ledger, including the chart of accounts. Manage accounts payable, including daily invoice processing, and resolve payment discrepancies. Monitor accounts receivables and developed strategies to improve AR turnover ratios. Reconcile and analyze all ledger and balance sheet accounts, including bank reconciliations. Review, investigate and correct errors and inconsistencies in financial entries, documents and reports. Maintain fixed assets accounts and depreciation schedule. Review month-end inventory, physical stock counts and variations. Execute month end closing procedures and journal entries, including accruals, and prepaid accounts. L/Cs, Bank Guarantees, arranging facilities for the various group companies. Review Zakat/Sales Tax and withholding taxation. Liaison with internal, external auditors, banks, and business lawyers. Supervise the staff for effective and timely reporting. Develop and maintain internal controls and concrete document management. Review vendors' agreements, and track supplier pre-determine performance measures. Ensure and validated inter-company transactions. Develop Adhoc reports as require by the management. Accounting Analysis and Planning: Perform cost analysis and evaluate profit margins of each business units. Monitor performance and efficiency of the company. Follow up on cost tracking, monitor and control correct cost allocation and proper recognition thereto. Prepare budgets for short term and long term planning. Prepare forecasting and comparative analysis to achieve financial goals. Prepare costing model for new business, and Tender analysis for cost and profit evaluation. Prepare comprehensive Activity Based Cost Analysis. Conduct evaluations for cost reduction opportunities. Ensure corrective actions are taken in view of analysis. Participate in strategic planning, and formulating long-term business plans. Generate monthly KPIs report, and assisted management in improving existing business standards. Major Achievements Reduced cost by 400K USD over period of 2 years. Won contract worth USD 500 Mn contract from ARAMCO, in 2014. Developed internal reports to monitor & control the operating cost. Brought receivables down from 120 to 65 days. Implemented inventory management in ERP-Oracle Financials 12i. Designed reports to have visibility of P&L to each unit level. Determined basis for allocation of overhead cost to various cost centers and automated this in ERP. Placed new KPIs, benchmarks & standardize cost to control/ improve. Prepared 3, 5 and 7 years financial plans. Worked as an Acting Finance Manager in absence of the Finance Manager, for a year. Other Special Assignments: Involved in liquation process of MB-Jordan operation, and interacted with the client (British Petroleum, BP). Compliance of Taxes and other regulatory requirements of government. Demobilization of all assets from Jordan. accountant , 01/2009 to 01/2011 Company Name IN, USA 2009 - To - 2011 A corporation involved in trading business of supplying oil & gas and consumer products. Worked as an accountant, reporting to General Manager, with following responsibilities: Posted daily sales and generate sales reports for month end closings. Prepared cash deposit details and reconciled with bank. Reviewed and approved all retail invoices, and posted all expenses. Prepared detailed monthly inventory schedules, on average cost basis reconcile inventory account in systems to the general ledger. Verified time card sheets and processed payroll, on weekly basis. Prepared AR and AP aging analysis, and closely monitored cash flows. Developed internal controls to secure all assets and inventory. Reconciled all GL accounts and executed monthly financial accounts. Generated and structured chart of accounts and all other templates required in Quick books premier. Prepared sales tax returns on monthly basis. Implemented Quick Books Premier and prepared customized chart of accounts and financial reporting. Inventory and Supply Chain analyst , 01/2007 to 01/2009 Company Name IN, USA 2007 -To- 2009 A diversified multinational HVAC industry involved in manufacturing, engineering, supply energy efficient technologies and innovative products and services for heating air conditioning systems and oil & gas sectors. Worked as Inventory and Supply Chain analyst, reported to Purchase Manager. Coordinated and managed flow of materials into, through and out of the manufacturing process. Solved inventory issues in cross-functional and multicultural environment. Prepared forecast analysis of more than USD 10 million of inventory. Adopted strategies to improve material flow and cost reduction. Managed inventory turnover to inventory supply level. Posted all transactions into the system. Prepare month end adjustments and entered into the system. Reviewed manufacturing production goals. Assisted management in launching pilot projects. Analyzed variance reports on month end. Executed audit plans for all supplier agreements, ensuring contract compliance. Tracked supplier performance metrics relative to KPIs. Provided ad hoc analysis and special projects as required. Involved in conducting physical inventory to maintain 100% accuracy. Other Special Assignments: Worked with buyers in transition of suppliers, and prepared comparison forecasted reports with actual production. Generated budgeted and forecasted reports for a pilot project of ISD compressors. Evaluated Inventory of more than one million dollar, and reduced inventory cost by 200K. Education Bachelor of Science : Business, Accounting and Finance Kelley School of Business, Indiana University Bachelor of Science in Business Major: Accounting and Finance Graduated: August, 2010 Kelley School of Business, Indiana University, IN, USA Certifications CMA Certified in advance MS Excel. Skills Inventory, Accountant, Accounts And, Ar, Basis, Cash, Cost Reduction, General Ledger, Internal Controls, Of Accounts, Sales, Sales Tax, Accounting, Finance, Accounting Analysis, Accounts Payable, Accounts Receivables, Balance Sheet, Bank Reconciliations, Budgets, Business Plans, Cash Management, Closing, Concrete, Cost Analysis, Cost Tracking, Document Management, Employee Resource Group, Enterprise Resource Planning, Erp, Exploration, Financial Reports, Financials, Fixed Assets, Forecasting, Invoice, Journal, Liaison, Manage Accounts, Oracle, Oracle Financials, Petroleum, Receivables, Reconciliations, Strategic Planning, Taxation, Ap, Brand Marketing, Closings, Consumer Products, Daily Sales, Financial Reporting, Generate Sales, Gl, Invoices, Payroll, Premier, Prepared Sales, Quick Books, Quickbooks, Retail, Retail Marketing, Sales And, Sales Reports, Tax Returns, Trading, Ad Hoc Analysis, Adjustments, Air Conditioning, Audit, Compressors, Hvac, Manufacturing Process, Material Flow, Metrics, Million, Supply Chain, Access, Accounting Operations, Audits, Budgeting, Citrix, Cma, Cost Control, Cost Controls, Database, Due Diligence, Excel, Financial Accounting, Financial Audits, Gaap, Governance, Hyperion, Iso, Mainframe, Maintenance, Management Accounting, Ms Excel, Ms Office, Operations, Proposals, Quickbooks Pro, Sap, System Development, Team Management, Warehouse Management, Warehouse Management System, Word, Accounting And Finance | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME573809110" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_573809110_1_373578030" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="573809110FNAM1"> </span> <span> </span> <span class="field" id="573809110LNAM1"> ACTING FINANCE MANAGER</span> </div> <div class="botBorder"> </div> </div> </div> <div class="section" id="SECTION_SUMM573809112" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM573809112"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573809112_1_373578032" style="
padding-top:0px;
"> <div class="field singlecolumn txtLeft" id="573809112FRFM1"> <span> Innovative Accountant proficient in extracting financial data from various reporting systems and suggesting key operational changes. </span> <span> Accommodating <font color="#0000FF"> [Job Title]</font> who effectively manages strict deadlines, schedules and repetitive tasks with a positive, can-do attitude. </span> An accountant and analyst with more than 8-years, proven experience spanning over oil and gas services, manufacturing, and trading business. The experience is not limited to Financial & Management reporting, IFRS and US GAAP, Working Capital management, Cost control and reduction measures, Internal Controls, ERP system implementation and development(Oracle, Hyperion, and Quick Books), Statutory compliance, Payroll & inventory management, Business insight and support decision making, Planning, budgeting, forecasting, Capex control, Leadership and team management, dealing with banks, internal/external auditors & business lawyers, advising management on financial strategy, Commercial proposals and evaluation, risks coverage, Negotiating contract, dealing with client, Setting up new KPIs/Standards and measuring performance, due diligence, implementation of corporate policies and governance. Key Professional Skills Financial Reporting & Analysis (IFRS and US GAAP). Budgeting, Planning (Short, Medium and Long Term). System Development & Cost Controls. Project/Commercial evaluation. Prepare Activity Based Cost analysis for new and existing business venture. Internal Controls & Financial Audits. Controllership of Accounting Operations. Team Leadership & resource management. Bench Marking/Setting KPIs & Performance Measurement. ERP, MS Office, Power point, and advance Excel. Seeking a growth oriented career in accounting, finance, analysis, and planning where my professional knowledge, skills and experience can be effectively utilized.</div> </div> </div> <div class="section" id="SECTION_HILT573809113" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT573809113"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573809113_1_373578033" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="573809113SKC11"> <ul> <li> <font> Analytical reasoning </font> Computer Skills * Advanced in MS Excel, Access, Word and Power point. * SAP financial accounting. * Oracle financials and Hyperion reporting. * Experienced in using Synapse, Citrix database, QuickBooks pro and QuickBooks Premier. * Warehouse Management System, On Base, Mainframe, and Ultriva (Inventory maintenance software). Seminars, Trainings & Workshops Attended:</li> <li> Oracle Financial, Hyperion planning/consolidation.</li> <li> CPE - certificates, for Rolling Forecast, Leadership in new age of Finance, and Delegation skills.</li> <li> ABC Costing.</li> <li> Certified in advance MS Excel.</li> <li> ISO Quality Standards (OSHA).</li> <li> First Aid & Safety.</li> <li> Defensive Driving.<br/> </li> </ul> </td> <td class="field twocol_2" id="573809113SKC21"> <ul> <li> Analytical reasoning</li> <li> Financial statement analysis</li> <li> Budget forecasting expertise</li> <li> Account reconciliation expert</li> <li> Effective time management</li> <li> Strong organizational skills</li> <li> General ledger accounting</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM573809249" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM573809249"> Accomplishments</div> </div> <div class="paragraph txtLeft firstparagraph" id="PARAGRAPH_573809249_1_373586194" style="
padding-top:0px;
"> <div class="field singlecolumn" id="573809249FRFM1"> Achieved <font color="#0000FF"> [number]</font> % cost reduction by eliminating redundant processes. Formally recognized for excellence achieved in financial analysis, budgeting and forecasting.</div> </div> </div> <div class="section" id="SECTION_EXPR573809114" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR573809114"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573809114_1_373578034" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="573809114JTIT1"> Acting Finance Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="573809114JSTD1"> 01/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="573809114EDDT1"> Current</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="573809114COMP1" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="573809114JCIT1" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="573809114JSTA1" itemprop="addressRegion"> </span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="573809114JDES1" itemprop="description"> <ul> <li> Saudi Arabia, Bahrain, and Jordan. 2011-To - Present A multinational group involved in Drilling, Petro Chemicals, Well Services, Engineering, Mining, & Exploration/Production worldwide for Oil & Gas Sector. Working as Chief Accountant and reporting to General Manager, responsible for the following functions: Accounting Operation:</li> <li> Prepare and analyze monthly, quarterly, and annual financial reports with executive summary.</li> <li> Prepare consolidated financials, and comparative analytical reviews for all entities.</li> <li> Monitor cash flow and report cash management report on weekly basis.</li> <li> Maintain integrity of general ledger, including the chart of accounts.</li> <li> Manage accounts payable, including daily invoice processing, and resolve payment discrepancies.</li> <li> Monitor accounts receivables and developed strategies to improve AR turnover ratios.</li> <li> Reconcile and analyze all ledger and balance sheet accounts, including bank reconciliations.</li> <li> Review, investigate and correct errors and inconsistencies in financial entries, documents and reports.</li> <li> Maintain fixed assets accounts and depreciation schedule.</li> <li> Review month-end inventory, physical stock counts and variations.</li> <li> Execute month end closing procedures and journal entries, including accruals, and prepaid accounts.</li> <li> L/Cs, Bank Guarantees, arranging facilities for the various group companies.</li> <li> Review Zakat/Sales Tax and withholding taxation.</li> <li> Liaison with internal, external auditors, banks, and business lawyers.</li> <li> Supervise the staff for effective and timely reporting.</li> <li> Develop and maintain internal controls and concrete document management.</li> <li> Review vendors' agreements, and track supplier pre-determine performance measures.</li> <li> Ensure and validated inter-company transactions.</li> <li> Develop Adhoc reports as require by the management. Accounting Analysis and Planning:</li> <li> Perform cost analysis and evaluate profit margins of each business units.</li> <li> Monitor performance and efficiency of the company.</li> <li> Follow up on cost tracking, monitor and control correct cost allocation and proper recognition thereto.</li> <li> Prepare budgets for short term and long term planning.</li> <li> Prepare forecasting and comparative analysis to achieve financial goals.</li> <li> Prepare costing model for new business, and Tender analysis for cost and profit evaluation.</li> <li> Prepare comprehensive Activity Based Cost Analysis.</li> <li> Conduct evaluations for cost reduction opportunities.</li> <li> Ensure corrective actions are taken in view of analysis.</li> <li> Participate in strategic planning, and formulating long-term business plans.</li> <li> Generate monthly KPIs report, and assisted management in improving existing business standards. Major Achievements</li> <li> Reduced cost by 400K USD over period of 2 years.</li> <li> Won contract worth USD 500 Mn contract from ARAMCO, in 2014.</li> <li> Developed internal reports to monitor & control the operating cost.</li> <li> Brought receivables down from 120 to 65 days.</li> <li> Implemented inventory management in ERP-Oracle Financials 12i.</li> <li> Designed reports to have visibility of P&L to each unit level.</li> <li> Determined basis for allocation of overhead cost to various cost centers and automated this in ERP.</li> <li> Placed new KPIs, benchmarks & standardize cost to control/ improve.</li> <li> Prepared 3, 5 and 7 years financial plans.</li> <li> Worked as an Acting Finance Manager in absence of the Finance Manager, for a year. Other Special Assignments:</li> <li> Involved in liquation process of MB-Jordan operation, and interacted with the client (British Petroleum, BP).</li> <li> Compliance of Taxes and other regulatory requirements of government.</li> <li> Demobilization of all assets from Jordan.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_573809114_2_373578035" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="573809114JTIT2"> accountant</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="573809114JSTD2"> 01/2009</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="573809114EDDT2"> 01/2011</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="573809114COMP2" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="573809114JCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="573809114JSTA2" itemprop="addressRegion"> </span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="573809114JDES2" itemprop="description"> <ul> <li> IN, USA 2009 - To - 2011 A corporation involved in trading business of supplying oil & gas and consumer products. Worked as an accountant, reporting to General Manager, with following responsibilities:</li> <li> Posted daily sales and generate sales reports for month end closings.</li> <li> Prepared cash deposit details and reconciled with bank.</li> <li> Reviewed and approved all retail invoices, and posted all expenses.</li> <li> Prepared detailed monthly inventory schedules, on average cost basis reconcile inventory account in systems to the general ledger.</li> <li> Verified time card sheets and processed payroll, on weekly basis.</li> <li> Prepared AR and AP aging analysis, and closely monitored cash flows.</li> <li> Developed internal controls to secure all assets and inventory.</li> <li> Reconciled all GL accounts and executed monthly financial accounts.</li> <li> Generated and structured chart of accounts and all other templates required in Quick books premier.</li> <li> Prepared sales tax returns on monthly basis.</li> <li> Implemented Quick Books Premier and prepared customized chart of accounts and financial reporting.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_573809114_3_373578036" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="573809114JTIT3"> Inventory and Supply Chain analyst</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="573809114JSTD3"> 01/2007</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="573809114EDDT3"> 01/2009</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="573809114COMP3" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="573809114JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="573809114JSTA3" itemprop="addressRegion"> </span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="573809114JDES3" itemprop="description"> <ul> <li> IN, USA 2007 -To- 2009 A diversified multinational HVAC industry involved in manufacturing, engineering, supply energy efficient technologies and innovative products and services for heating air conditioning systems and oil & gas sectors. Worked as Inventory and Supply Chain analyst, reported to Purchase Manager.</li> <li> Coordinated and managed flow of materials into, through and out of the manufacturing process.</li> <li> Solved inventory issues in cross-functional and multicultural environment.</li> <li> Prepared forecast analysis of more than USD 10 million of inventory.</li> <li> Adopted strategies to improve material flow and cost reduction.</li> <li> Managed inventory turnover to inventory supply level.</li> <li> Posted all transactions into the system.</li> <li> Prepare month end adjustments and entered into the system.</li> <li> Reviewed manufacturing production goals.</li> <li> Assisted management in launching pilot projects.</li> <li> Analyzed variance reports on month end.</li> <li> Executed audit plans for all supplier agreements, ensuring contract compliance.</li> <li> Tracked supplier performance metrics relative to KPIs.</li> <li> Provided ad hoc analysis and special projects as required.</li> <li> Involved in conducting physical inventory to maintain 100% accuracy. Other Special Assignments:</li> <li> Worked with buyers in transition of suppliers, and prepared comparison forecasted reports with actual production.</li> <li> Generated budgeted and forecasted reports for a pilot project of ISD compressors.</li> <li> Evaluated Inventory of more than one million dollar, and reduced inventory cost by 200K.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC573809115" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC573809115"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573809115_1_373578037" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="573809115DGRE1" itemprop="name"> Bachelor of Science</span> <span> :</span> <span class="programline" dependency="STUY" id="573809115STUY1"> Business, Accounting and Finance</span> <span class="jobdates" id="573809115GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="573809115SCHO1" itemprop="name"> Kelley School of Business, Indiana University</span> <span class="joblocation jobcity" id="573809115SCIT1"> </span> <span class="joblocation jobstate" id="573809115SSTA1"> </span> <span class="joblocation jobstate" id="573809115SCNT1"> </span> </span> <span class="paddedline txtLeft"> <span class="field" id="573809115FRFM1"> Bachelor of Science in Business Major: Accounting and Finance Graduated: August, 2010 Kelley School of Business, Indiana University, IN, USA</span> </span> </div> </div> </div> <div class="section" id="SECTION_CERT573809116" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_CERT573809116"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573809116_1_373578038" style="
padding-top:0px;
"> <div class="field singlecolumn txtLeft" id="573809116FRFM1"> CMA Certified in advance MS Excel. </div> </div> </div> <div class="section" id="SECTION_SKLL573809117" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL573809117"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573809117_1_373578039" style="
padding-top:0px;
"> <div class="field singlecolumn txtLeft" id="573809117FRFM1"> Inventory, Accountant, Accounts And, Ar, Basis, Cash, Cost Reduction, General Ledger, Internal Controls, Of Accounts, Sales, Sales Tax, Accounting, Finance, Accounting Analysis, Accounts Payable, Accounts Receivables, Balance Sheet, Bank Reconciliations, Budgets, Business Plans, Cash Management, Closing, Concrete, Cost Analysis, Cost Tracking, Document Management, Employee Resource Group, Enterprise Resource Planning, Erp, Exploration, Financial Reports, Financials, Fixed Assets, Forecasting, Invoice, Journal, Liaison, Manage Accounts, Oracle, Oracle Financials, Petroleum, Receivables, Reconciliations, Strategic Planning, Taxation, Ap, Brand Marketing, Closings, Consumer Products, Daily Sales, Financial Reporting, Generate Sales, Gl, Invoices, Payroll, Premier, Prepared Sales, Quick Books, Quickbooks, Retail, Retail Marketing, Sales And, Sales Reports, Tax Returns, Trading, Ad Hoc Analysis, Adjustments, Air Conditioning, Audit, Compressors, Hvac, Manufacturing Process, Material Flow, Metrics, Million, Supply Chain, Access, Accounting Operations, Audits, Budgeting, Citrix, Cma, Cost Control, Cost Controls, Database, Due Diligence, Excel, Financial Accounting, Financial Audits, Gaap, Governance, Hyperion, Iso, Mainframe, Maintenance, Management Accounting, Ms Excel, Ms Office, Operations, Proposals, Quickbooks Pro, Sap, System Development, Team Management, Warehouse Management, Warehouse Management System, Word, Accounting And Finance</div> </div> </div> </div> | FINANCE |
15,792,052 | STUDENT FINANCE CONSULTANT Summary Customer service oriented individual with relevant work experience and integrity looking to further my career within the accounting industry. Over four years of work experience within student finance. Excellent communication skills including listening, telephone, written, and interpersonal. In-depth knowledge of financial aid/ financial analyst/ account management policies and procedures. Experience working with internal and external auditors in auditing, accounting, and regulatory compliance projects.
CORE STRENGTHS * Strong ability to communicate, explain and convince *Careful attention to detail and data entry skills *Math and analytical skills *Knowledge of basic accounting and auditing principles * Billing/ invoicing/ account reconciliation *Intermediate level computer skills Accomplishments Bringing the student default rate down at the OmniTech Institute by confirming and updating contact information for every active student before they become inactive Researched and resolved billing problems that had previously been missed. ********** audits Maintained accurate student account files and spreadsheets without error Experience Student Finance Consultant July 2014 to Current Company Name - City , State Provided information, advice and assistance regarding the various types of financial aid available to students. Analyzed student applications and determined eligibility for financial aid. Performs duties in the areas of compliance, reconciliation, professional judgment and satisfactory academic progress Collect documents , manage, and maintain accurate student files without error Performed heavy customer contact regarding past due or delinquent account balances. Prepare billing statements and informed current and former students of their financial obligations and options outside of title IV Audit student files and resolve concerns and discrepancies for matters related to assigned financial accounts. Responsible for managing multiple tasks in a time-sensitive work environment Faxing, filing, data entry, and scanning. Financial Aid Reporting Analyst June 2013 to June 2014 Company Name - City , State Conduct research and analysis of student financial data refunding both title IV and non- title IV overpayments and ineligible funds. Accurately forecast and assess financial need(s) of students to ensure financial assistance meets their education goals. Plan, monitor, and review student progress of course completion, evaluating results and financial aid eligibility Review financial aid and/or loan applications according to institution guidelines to minimize in correct funding Team work with school and home office administrators to ensure student credit balances are resolved accurately and efficiently Consistently demonstrate a general knowledge of company guidelines, processes, practices, and procedures. Financial Aid Officer/Student Accounts September 2009 to November 2012 Company Name - City , State Provided information, advice and assistance regarding the various types of financial aid available to students. Analyzed student applications and determined eligibility for financial aid. Managed large paperwork caseloads, complete, manage, and maintain completed accurate student files without error Followed students through until graduation or inactive student status to ensure financial aid eligibity Informed current and former students of their financial obligations and options outside of title IV Teamwork with internal and external auditors in auditing, accounting, and regulatory compliance projects Prepare billing statements and informed current and former students of their financial obligations and options outside of title IV Prepare and process payment transactions Faxing, filing, data entry, and scanning. Assistant Store Manager August 2007 to September 2009 Company Name - City , State Assisted the store manager in daily operation of the store (occasionally assuming store responsibility in his absence) Managed and maintained a full staff of sales floor, stock room, and overnight associates Ensured the provision of customer service on the sales floor Training, scheduling, interviews, payroll Cash handling, bank deposits, cash drawer management. Front Desk Receptionist January 2007 to August 2007 Company Name - City , State Greet guests and patrons as they arrive Handle guest check-ins and check-outs appropriately Operate hotel switchboard, take calls and provide information and transfer calls Provide guests with room keys and call for bellboys Provide guests with directions around the hotel Balance cash at the end of the shift and generate accounting reports for the benefit of the next shift Professional work references available upon request. Education Microsoft Office Suite Course Completion Certificate : 2015 Atlanta Metropolitan College Bachelors of Arts : Communications , 2006 Clark Atlanta University Communications Skills academic, accounting, auditing, Balance, billing, Cash handling, credit, customer service, data entry, Faxing, filing, financial, funds, home office, managing, Microsoft Office Suite, next, payroll, processes, progress, research, sales, scanning, scheduling, switchboard, Teamwork, Team work | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME535143942" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_535143942_1_349434160" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="535143942FNAM1"> </span> <span> </span> <span class="field" id="535143942LNAM1"> STUDENT FINANCE CONSULTANT</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM535143944" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM535143944"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535143944_1_349434170" style="
padding-top:0px;
"> <div class="field singlecolumn" id="535143944FRFM1"> Customer service oriented individual with relevant work experience and integrity looking to further my career within the accounting industry. Over four years of work experience within student finance. Excellent communication skills including listening, telephone, written, and interpersonal. In-depth knowledge of financial aid/ financial analyst/ account management policies and procedures. Experience working with internal and external auditors in auditing, accounting, and regulatory compliance projects.
CORE STRENGTHS * Strong ability to communicate, explain and convince *Careful attention to detail and data entry skills *Math and analytical skills *Knowledge of basic accounting and auditing principles * Billing/ invoicing/ account reconciliation *Intermediate level computer skills</div> </div> </div> <div class="section" id="SECTION_ACCM535144522" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM535144522"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535144522_1_349439829" style="
padding-top:0px;
"> <div class="field singlecolumn" id="535144522FRFM1"> <br/> <ul> <li> Bringing the student default rate down at the OmniTech Institute by confirming and updating contact information for every active student before they become inactive<font> </font> </li> <li> Researched and resolved billing problems that had previously been missed. </li> <li> ********** audits </li> <li> Maintained accurate student account files and spreadsheets without error</li> </ul> <br/> </div> </div> </div> <div class="section" id="SECTION_EXPR535143946" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR535143946"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535143946_1_349434162" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="535143946JTIT1"> Student Finance Consultant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="535143946JSTD1"> July 2014</span> <span> to </span> <span class="jobdates" format="%B %Y" id="535143946EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="535143946COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="535143946JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="535143946JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="535143946JDES1" itemprop="description"> <ul> <li> Provided information, advice and assistance regarding the various types of financial aid available to students.</li> <li> Analyzed student applications and determined eligibility for financial aid.</li> <li> Performs duties in the areas of compliance, reconciliation, professional judgment and satisfactory academic progress Collect documents , manage, and maintain accurate student files without error Performed heavy customer contact regarding past due or delinquent account balances.</li> <li> Prepare billing statements and informed current and former students of their financial obligations and options outside of title IV Audit student files and resolve concerns and discrepancies for matters related to assigned financial accounts.</li> <li> Responsible for managing multiple tasks in a time-sensitive work environment Faxing, filing, data entry, and scanning.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_535143946_2_349434163" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="535143946JTIT2"> Financial Aid Reporting Analyst</span> <br/> <span> <span class="jobdates" format="%B %Y" id="535143946JSTD2"> June 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="535143946EDDT2"> June 2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="535143946COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="535143946JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="535143946JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="535143946JDES2" itemprop="description"> <ul> <li> Conduct research and analysis of student financial data refunding both title IV and non- title IV overpayments and ineligible funds.</li> <li> Accurately forecast and assess financial need(s) of students to ensure financial assistance meets their education goals.</li> <li> Plan, monitor, and review student progress of course completion, evaluating results and financial aid eligibility Review financial aid and/or loan applications according to institution guidelines to minimize in correct funding Team work with school and home office administrators to ensure student credit balances are resolved accurately and efficiently Consistently demonstrate a general knowledge of company guidelines, processes, practices, and procedures.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_535143946_3_349434164" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="535143946JTIT3"> Financial Aid Officer/Student Accounts</span> <br/> <span> <span class="jobdates" format="%B %Y" id="535143946JSTD3"> September 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="535143946EDDT3"> November 2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="535143946COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="535143946JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="535143946JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="535143946JDES3" itemprop="description"> <ul> <li> Provided information, advice and assistance regarding the various types of financial aid available to students.</li> <li> Analyzed student applications and determined eligibility for financial aid.</li> <li> Managed large paperwork caseloads, complete, manage, and maintain completed accurate student files without error Followed students through until graduation or inactive student status to ensure financial aid eligibity Informed current and former students of their financial obligations and options outside of title IV Teamwork with internal and external auditors in auditing, accounting, and regulatory compliance projects Prepare billing statements and informed current and former students of their financial obligations and options outside of title IV Prepare and process payment transactions Faxing, filing, data entry, and scanning.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_535143946_4_349434165" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="535143946JTIT4"> Assistant Store Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="535143946JSTD4"> August 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="535143946EDDT4"> September 2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="535143946COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="535143946JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="535143946JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="535143946JDES4" itemprop="description"> <ul> <li> Assisted the store manager in daily operation of the store (occasionally assuming store responsibility in his absence) Managed and maintained a full staff of sales floor, stock room, and overnight associates Ensured the provision of customer service on the sales floor Training, scheduling, interviews, payroll Cash handling, bank deposits, cash drawer management.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_535143946_5_349434166" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="535143946JTIT5"> Front Desk Receptionist</span> <br/> <span> <span class="jobdates" format="%B %Y" id="535143946JSTD5"> January 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="535143946EDDT5"> August 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="535143946COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="535143946JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="535143946JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="535143946JDES5" itemprop="description"> <ul> <li> Greet guests and patrons as they arrive Handle guest check-ins and check-outs appropriately Operate hotel switchboard, take calls and provide information and transfer calls Provide guests with room keys and call for bellboys Provide guests with directions around the hotel Balance cash at the end of the shift and generate accounting reports for the benefit of the next shift Professional work references available upon request.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC535143947" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC535143947"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535143947_1_349434168" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="535143947DGRE1" itemprop="name"> Microsoft Office Suite Course Completion Certificate</span> <span> : </span> <span class="programline" dependency="STUY" id="535143947STUY1"> </span> <span class="jobdates" id="535143947GRYR1"> 2015</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="535143947SCHO1" itemprop="name"> Atlanta Metropolitan College</span> <span class="joblocation jobcity" id="535143947SCIT1"> </span> <span class="joblocation jobstate" id="535143947SSTA1"> </span> <span class="joblocation jobstate" id="535143947SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="535143947FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_535143947_2_349434167" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="535143947DGRE2" itemprop="name"> Bachelors of Arts</span> <span> : </span> <span class="programline" dependency="STUY" id="535143947STUY2"> Communications</span> <span> , </span> <span class="jobdates" id="535143947GRYR2"> 2006</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="535143947SCHO2" itemprop="name"> Clark Atlanta University</span> <span class="joblocation jobcity" id="535143947SCIT2"> </span> <span class="joblocation jobstate" id="535143947SSTA2"> </span> <span class="joblocation jobstate" id="535143947SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="535143947FRFM2"> Communications</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL535143949" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL535143949"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535143949_1_349434171" style="
padding-top:0px;
"> <div class="field singlecolumn" id="535143949FRFM1"> <p align="LEFT"> academic, accounting, auditing, Balance, billing, Cash handling, credit, customer service, data entry, Faxing, filing, financial, funds, home office, managing, Microsoft Office Suite, next, payroll, processes, progress, research, sales, scanning, scheduling, switchboard, Teamwork, Team work</p> </div> </div> </div> </div> | FINANCE |
59,450,123 | CORPORATE DIRECTOR OF FINANCE Summary Profit-focused Director of Finance, an expert in cost reduction, forecasting and budgeting. Highly effective at encouraging outstanding performance from team members and colleagues. Skills Budgeting and financial management Superior time management Lean implementation Exceptionally organized Advanced financial analysis MS Excel expert Experience Corporate Director of Finance April 2014 to Current Company Name - City , State Manage yearly budget process for Great Wolf Resorts. Oversee quarterly production of board book which is distributed to executive committee and owners. Analyze budgets, financial reports and projections for accurate reporting of financial standing. Proposed and achieved cost savings by reducing labor and operating expenses. Train and develop a group of analysts. Assumed ownership of forecasting and strategic planning. Developed annual budgets in collaboration with eleven properties and executive teams. Identified and investigated variances to financial plans and forecasts by interpreting financial results. Managed an annual budget that grew 22.9% in 2 years. Forecast operating costs for projects by strategizing with VP of Finance, Regional Vice Presidents and Chief Operating Officer. Hold two monthly calls with property director teams and Regional Vice President to review 30-60-90 day forecast and review previous month's P&L. Managing team implementing a new budget and forecasting system. Senior Manager of Finance June 2013 to April 2014 Company Name - City , State Implemented labor management system. Manage financial analysts. Created labor metrics to compare lodges and a dashboard to be published weekly to ensure lodges were operating efficiently and in a profitable manner. Hold two monthly calls with property director team and Regional Vice President to review 30-60-90 day forecast and review previous month's P&L. Senior Manager November 2011 to June 2013 Company Name - City , State Created a Key-Performance-Indicator Dictionary for expenses. Wrote and taught 'Business Basics' with Manager of Training in an effort to improve each property's business acumen. Worked with finance to create new forecast templates. Hold two monthly calls with each property's director team and Regional Vice President to review 30-60-90 day forecast and previous month's P&L statements. Operations Analyst March 2008 to November 2011 Company Name - City , State Implemented and ran monthly calls to review P&L's of each lodge with Regional VP, Corporate Director of Retail, Corporate Director of Food and Beverage, General Manager, and Director of Finance for each lodge. Created pro formas for potential new companies or business ventures and worked with Vice President of Development to ensure new companies would be run in a profitable manner. Implemented monthly reviews with new companies. Reviewed financial statement of companies we were looking to acquire and made suggestions on ways to improve their profitability if we acquired company. Created a Profit and Loss Statement for our Call Center along with a Forecast Income Statement and a 30-60-90. Also put into place monthly P&L Review with call center and forward looking reviews of forecast to ensure that we were being as efficient as possible. Reported and summarized information to CEO to be used in earnings Quarterly Earnings Call and Board Meetings. Worked with our Marketing firms and provided them with information and made suggestions on media placement in each DMA, looked at booking trends. Worked with Corporate Directors of each Department to develop addhoc reports when needed. Budget and Reporting Analyst February 2007 to March 2008 Company Name - City , State Promoted to Budget and Reporting Analyst, a newly created position. Worked with our Business Intelligence System, Datavision, to create a new way to budget and forecast. Maintained Excel based forecasting templates and Income Statements. Changed forecast and budget templates to help Directors of Finance at each Resort save 5-10 hours a month when forecasting. Worked with each lodge General Manager and Director of Finance during budget season. Put into place process of budget reviews between Regional Vice Presidents and General Managers of each lodge. Worked with Corporate Director of Spa to develop and present a new way to pay Spa Technicians that would save each lodge 10% on wages and produce higher productivity. Staff Accountant May 2006 to January 2007 Company Name - City , State Record inter-company journal entries, participate in monthly close process, track activity in balance sheet accounts and perform monthly bank reconciliations. Interact with companies with whom GWR has joint ventures with to ensure accurate financials. Worked as a team to start Dictionary of Expense Accounts. Took on a more active role in monitoring of fixed assets. August 2004 to May 2006 Company Name - City , State Enter payments into system, cut checks communicate with vendors, and review weekly aging. Cut five hours of work per week through better organization of Accounts payable. Identified areas of opportunity for savings and helped follow through on procedures to keep spending under. control. General Manager August 2002 to July 2004 Company Name - City , State Promoted to Regent Street McDonalds to improve its rating of F to an A. In August 2002 Regent Street McDonalds had decreasing sales; its yearly net sales were $1.65 million. In August 2003 its sales had an increase of 8%; by July 2004 it had another sales increase of 3%. Supervised 40 new crewmembers and new nine managers. Over saw hiring, training, and firing of employees. Did annual reviews on all managers and supervised crewmembers' review. Prepared yearly budgets, these budgets were reviewed and updated monthly. Education MBA : Accounting , 1 2009 Lakeland College - City , State Accounting Bachelor's Degree : Accounting Upper Iowa University - City , State Accounting Skills Accounts payable, Analyst, balance sheet, bank reconciliations, book, budgets, Budget, Business Intelligence, Call Center, Finance, financials, financial, firing, fixed assets, forecasting, General Manager, hiring, Director, Managing, Marketing, media
placement, Meetings, Excel, Profit and Loss, reporting, Retail, sales, strategic planning | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME523137411" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_523137411_1_341628851" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="523137411FNAM1"> </span> <span> </span> <span class="field" id="523137411LNAM1"> CORPORATE DIRECTOR OF FINANCE</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM523137413" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM523137413"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523137413_1_341628863" style="
padding-top:0px;
"> <div class="field singlecolumn" id="523137413FRFM1"> Profit-focused Director of Finance, an expert in cost reduction, forecasting and budgeting. Highly effective at encouraging outstanding performance from team members and colleagues. Skills Budgeting and financial management Superior time management Lean implementation Exceptionally organized Advanced financial analysis MS Excel expert </div> </div> </div> <div class="section" id="SECTION_HILT523137414" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_EXPR523137415" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR523137415"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523137415_1_341628853" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523137415JTIT1"> Corporate Director of Finance</span> <br/> <span> <span class="jobdates" format="%B %Y" id="523137415JSTD1"> April 2014</span> <span> to </span> <span class="jobdates" format="%B %Y" id="523137415EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523137415COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="523137415JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137415JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="523137415JDES1" itemprop="description"> <ul> <li> Manage yearly budget process for Great Wolf Resorts.</li> <li> Oversee quarterly production of board book which is distributed to executive committee and owners.</li> <li> Analyze budgets, financial reports and projections for accurate reporting of financial standing.</li> <li> Proposed and achieved cost savings by reducing labor and operating expenses.</li> <li> Train and develop a group of analysts.</li> <li> Assumed ownership of forecasting and strategic planning.</li> <li> Developed annual budgets in collaboration with eleven properties and executive teams.</li> <li> Identified and investigated variances to financial plans and forecasts by interpreting financial results.</li> <li> Managed an annual budget that grew 22.9% in 2 years.</li> <li> Forecast operating costs for projects by strategizing with VP of Finance, Regional Vice Presidents and Chief Operating Officer.</li> <li> Hold two monthly calls with property director teams and Regional Vice President to review 30-60-90 day forecast and review previous month's P&L.</li> <li> Managing team implementing a new budget and forecasting system.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523137415_2_341628854" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523137415JTIT2"> Senior Manager of Finance</span> <br/> <span> <span class="jobdates" format="%B %Y" id="523137415JSTD2"> June 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="523137415EDDT2"> April 2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523137415COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="523137415JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137415JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="523137415JDES2" itemprop="description"> <ul> <li> Implemented labor management system.</li> <li> Manage financial analysts.</li> <li> Created labor metrics to compare lodges and a dashboard to be published weekly to ensure lodges were operating efficiently and in a profitable manner.</li> <li> Hold two monthly calls with property director team and Regional Vice President to review 30-60-90 day forecast and review previous month's P&L.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523137415_3_341628855" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523137415JTIT3"> Senior Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="523137415JSTD3"> November 2011</span> <span> to </span> <span class="jobdates" format="%B %Y" id="523137415EDDT3"> June 2013</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523137415COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="523137415JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137415JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="523137415JDES3" itemprop="description"> <ul> <li> Created a Key-Performance-Indicator Dictionary for expenses.</li> <li> Wrote and taught 'Business Basics' with Manager of Training in an effort to improve each property's business acumen.</li> <li> Worked with finance to create new forecast templates.</li> <li> Hold two monthly calls with each property's director team and Regional Vice President to review 30-60-90 day forecast and previous month's P&L statements.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523137415_4_341628856" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523137415JTIT4"> Operations Analyst</span> <br/> <span> <span class="jobdates" format="%B %Y" id="523137415JSTD4"> March 2008</span> <span> to </span> <span class="jobdates" format="%B %Y" id="523137415EDDT4"> November 2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523137415COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="523137415JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137415JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="523137415JDES4" itemprop="description"> <ul> <li> Implemented and ran monthly calls to review P&L's of each lodge with Regional VP, Corporate Director of Retail, Corporate Director of Food and Beverage, General Manager, and Director of Finance for each lodge.</li> <li> Created pro formas for potential new companies or business ventures and worked with Vice President of Development to ensure new companies would be run in a profitable manner.</li> <li> Implemented monthly reviews with new companies.</li> <li> Reviewed financial statement of companies we were looking to acquire and made suggestions on ways to improve their profitability if we acquired company.</li> <li> Created a Profit and Loss Statement for our Call Center along with a Forecast Income Statement and a 30-60-90.</li> <li> Also put into place monthly P&L Review with call center and forward looking reviews of forecast to ensure that we were being as efficient as possible.</li> <li> Reported and summarized information to CEO to be used in earnings Quarterly Earnings Call and Board Meetings.</li> <li> Worked with our Marketing firms and provided them with information and made suggestions on media placement in each DMA, looked at booking trends.</li> <li> Worked with Corporate Directors of each Department to develop addhoc reports when needed.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523137415_5_341628857" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523137415JTIT5"> Budget and Reporting Analyst</span> <br/> <span> <span class="jobdates" format="%B %Y" id="523137415JSTD5"> February 2007</span> <span> to </span> <span class="jobdates" format="%B %Y" id="523137415EDDT5"> March 2008</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523137415COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="523137415JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137415JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="523137415JDES5" itemprop="description"> <ul> <li> Promoted to Budget and Reporting Analyst, a newly created position.</li> <li> Worked with our Business Intelligence System, Datavision, to create a new way to budget and forecast.</li> <li> Maintained Excel based forecasting templates and Income Statements.</li> <li> Changed forecast and budget templates to help Directors of Finance at each Resort save 5-10 hours a month when forecasting.</li> <li> Worked with each lodge General Manager and Director of Finance during budget season.</li> <li> Put into place process of budget reviews between Regional Vice Presidents and General Managers of each lodge.</li> <li> Worked with Corporate Director of Spa to develop and present a new way to pay Spa Technicians that would save each lodge 10% on wages and produce higher productivity.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523137415_6_341628858" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523137415JTIT6"> Staff Accountant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="523137415JSTD6"> May 2006</span> <span> to </span> <span class="jobdates" format="%B %Y" id="523137415EDDT6"> January 2007</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523137415COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="523137415JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137415JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="523137415JDES6" itemprop="description"> <ul> <li> Record inter-company journal entries, participate in monthly close process, track activity in balance sheet accounts and perform monthly bank reconciliations.</li> <li> Interact with companies with whom GWR has joint ventures with to ensure accurate financials.</li> <li> Worked as a team to start Dictionary of Expense Accounts.</li> <li> Took on a more active role in monitoring of fixed assets.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523137415_7_341628859" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523137415JTIT7"> </span> <span> <span class="jobdates" format="%B %Y" id="523137415JSTD7"> August 2004</span> <span> to </span> <span class="jobdates" format="%B %Y" id="523137415EDDT7"> May 2006</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523137415COMP7" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="523137415JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137415JSTA7" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="523137415JDES7" itemprop="description"> <ul> <li> Enter payments into system, cut checks communicate with vendors, and review weekly aging.</li> <li> Cut five hours of work per week through better organization of Accounts payable.</li> <li> Identified areas of opportunity for savings and helped follow through on procedures to keep spending under.</li> <li> control.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523137415_8_341628860" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="523137415JTIT8"> General Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="523137415JSTD8"> August 2002</span> <span> to </span> <span class="jobdates" format="%B %Y" id="523137415EDDT8"> July 2004</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="523137415COMP8" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="523137415JCIT8" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137415JSTA8" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="523137415JDES8" itemprop="description"> <ul> <li> Promoted to Regent Street McDonalds to improve its rating of F to an A.</li> <li> In August 2002 Regent Street McDonalds had decreasing sales; its yearly net sales were $1.65 million.</li> <li> In August 2003 its sales had an increase of 8%; by July 2004 it had another sales increase of 3%.</li> <li> Supervised 40 new crewmembers and new nine managers.</li> <li> Over saw hiring, training, and firing of employees.</li> <li> Did annual reviews on all managers and supervised crewmembers' review.</li> <li> Prepared yearly budgets, these budgets were reviewed and updated monthly.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC523137416" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC523137416"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523137416_1_341628861" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="523137416DGRE1" itemprop="name"> MBA</span> <span> : </span> <span class="programline" dependency="STUY" id="523137416STUY1"> Accounting</span> <span> , </span> <span class="jobdates" id="523137416GRYR1"> 1 2009</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="523137416SCHO1" itemprop="name"> Lakeland College</span> <span> - </span> <span class="joblocation jobcity" id="523137416SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137416SSTA1"> State</span> <span class="joblocation jobstate" id="523137416SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="523137416FRFM1"> Accounting</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_523137416_2_341628862" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="523137416DGRE2" itemprop="name"> Bachelor's Degree</span> <span> : </span> <span class="programline" dependency="STUY" id="523137416STUY2"> Accounting</span> <span class="jobdates" id="523137416GRYR2"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="523137416SCHO2" itemprop="name"> Upper Iowa University</span> <span> - </span> <span class="joblocation jobcity" id="523137416SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="523137416SSTA2"> State</span> <span class="joblocation jobstate" id="523137416SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="523137416FRFM2"> Accounting</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL523137417" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL523137417"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_523137417_1_341628864" style="
padding-top:0px;
"> <div class="field singlecolumn" id="523137417FRFM1"> Accounts payable, Analyst, balance sheet, bank reconciliations, book, budgets, Budget, Business Intelligence, Call Center, Finance, financials, financial, firing, fixed assets, forecasting, General Manager, hiring, Director, Managing, Marketing, media
placement, Meetings, Excel, Profit and Loss, reporting, Retail, sales, strategic planning</div> </div> </div> </div> | FINANCE |
24,611,721 | HUMAN RESOURCE/ FINANCE ANALYST Summary Human Resource Professional: Seeking a challenging position that will allow me to grow professionally, which requires me to utilize my strong educational, organization, and excellent interpersonal skills. Highlights Microsoft Office Suite (PeopleSoft, Outlook,Word, Excel, Power Point, Publisher). Experience Human Resource/ Finance Analyst June 2013 to Current Company Name - City , State Provide support to Columbia University community by providing excellent customer service via telephone, email and the self-service system. Responsible for resolving customer/ employees problems related to Human Resources, Payroll Labor Accounting transactions, Data, JACS and RAPS applications and Finance. Utilize a variety of systems such as PeopleSoft HCM and other programs used throughout the university. Answer calls in a professional matter, resolving them directly or redirecting them to appropriate department. Responsible of researching and resolving client request and logging all calls in a web incident form. Follow-up with incidents not immediately resolved. Work with HRPC, Payroll Operations, Payroll Labor Accounting, Accounts Payable, Vendor Management, and Purchasing among other departments to resolve incidents, recommend solutions and process any changes. Serve as a resource for HRPC staff providing guidance and assistance when appropriate. Provide accurate trending data; representing the university factually and professionally. Knowledgeable of Columbia University's Human Resource policies, Hiring and recruiting, Workplace notices, Labor Laws, and other essential information. Human Resource Supervisor/Hiring Specialist June 2011 to April 2013 Company Name - City , State Responsible for supervising a group of over 120 employees and clients. Responsible for recruitment of employees, contractors, per-diem and interns. Responsible for employee development, employee evaluations and relations. Conducted all orientation trainings for new employees and meetings. Composed and distributed all relevant employee memorandums. Appraised productivity, handled employee grievances or complaints, and disciplined employees. Coordinated background screenings on all potential employees, per diem and contractors. Complied with state, federal and local employment legislation laws. Coordinated the placement of client with Targeted Case Manager (based on agency guidelines). Worked closely with staffing agencies throughout Osceola and Orange County. Maintained accurate client files and personnel files. Processed and filed documentation accurately and in real time. Provided accurate trending data; represented the company factually and professionally in facility audits, etc. Handled the duties of accounts payable, accounts receivable, and duties of payroll department. Processed all Medicaid and HMO Billing. Oversaw and tracked the company benefits plans and researched new benefit plans. Assisted with administrative duties as directed by the Director. Case Manager/ Counselor June 2009 to June 2011 Company Name - City , State In charge of 80+ cases for women and families in the homeless shelter system. In charge of interviewing clients and doing their admission assessment. Worked closely with housing and employment specialists in helping clients obtain employment and permanent housing. Worked with various staffing agencies for client recruitment (NY Staffing, Access Staffing, Work Force 1 etc). Conducted all Employment Training and employment workshops. Worked with Dress to Success to help clients dress properly for job interviews. Responsible of overseeing specific investigative cases, particularly those with ACS cases or Domestic Violence. Provided immediate crisis response services on call 24/7 Provided crisis avoidance management and training. Interpret legal documents; wrote reports, reference letters and professional correspondence for clients. Education Masters : Human Resource Management , 2015 DeVry University - City , State Human Resource Management Bachelor of Arts : Spanish Communications , 2009 Le Moyne College - City , State Spanish Communications Keller Graduate Management School Languages Fluent in both Spanish and English Skills academic, Accounting, accounts payable, accounts receivable, administrative, arts, agency, benefits, Billing, clerical, conflict resolution, counseling, client, clients, excellent customer service, database, documentation, e-mail, email, employee relations, English, Human Resource, Human Resources, legal, Director, Excel, exchange, Microsoft Office Suite, Outlook, Power Point, Publisher, Word, Payroll, PeopleSoft, personnel, policies, progress, quality, real time, recruitment, researching, Spanish, supervision, telephone, phone, employee development, typing, workflow | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME520739640" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_520739640_1_340058209" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="520739640FNAM1"> </span> <span> </span> <span class="field" id="520739640LNAM1"> HUMAN RESOURCE/ FINANCE ANALYST</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM520739642" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM520739642"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_520739642_1_340058222" style="
padding-top:0px;
"> <div class="field singlecolumn" id="520739642FRFM1"> Human Resource Professional: Seeking a challenging position that will allow me to grow professionally, which requires me to utilize my strong educational, organization, and excellent interpersonal skills.</div> </div> </div> <div class="section" id="SECTION_HILT520739643" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT520739643"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_520739643_1_340058225" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="520739643SKC11"> Microsoft Office Suite (PeopleSoft, Outlook,Word, Excel, Power Point, Publisher).</td> <td class="field twocol_2 charspace" id="520739643SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM520739793" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_EXPR520739644" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR520739644"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_520739644_1_340058212" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="520739644JTIT1"> Human Resource/ Finance Analyst</span> <br/> <span> <span class="jobdates" format="%B %Y" id="520739644JSTD1"> June 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="520739644EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="520739644COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="520739644JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="520739644JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="520739644JDES1" itemprop="description"> <ul> <li> Provide support to Columbia University community by providing excellent customer service via telephone, email and the self-service system. </li> <li> Responsible for resolving customer/ employees problems related to Human Resources, Payroll Labor Accounting transactions, Data, JACS and RAPS applications and Finance.</li> <li> Utilize a variety of systems such as PeopleSoft HCM and other programs used throughout the university.</li> <li> Answer calls in a professional matter, resolving them directly or redirecting them to appropriate department. </li> <li> Responsible of researching and resolving client request and logging all calls in a web incident form. Follow-up with incidents not immediately resolved. </li> <li> Work with HRPC, Payroll Operations, Payroll Labor Accounting, Accounts Payable, Vendor Management, and Purchasing among other departments to resolve incidents, recommend solutions and process any changes.</li> <li> Serve as a resource for HRPC staff providing guidance and assistance when appropriate.</li> <li> Provide accurate trending data; representing the university factually and professionally.</li> <li> Knowledgeable of Columbia University's Human Resource policies, Hiring and recruiting, Workplace notices, Labor Laws, and other essential information. </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_520739644_2_340058213" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="520739644JTIT2"> Human Resource Supervisor/Hiring Specialist </span> <br/> <span> <span class="jobdates" format="%B %Y" id="520739644JSTD2"> June 2011</span> <span> to </span> <span class="jobdates" format="%B %Y" id="520739644EDDT2"> April 2013</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="520739644COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="520739644JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="520739644JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="520739644JDES2" itemprop="description"> <ul> <li> Responsible for supervising a group of over 120 employees and clients. </li> <li> Responsible for recruitment of employees, contractors, per-diem and interns. </li> <li> Responsible for employee development, employee evaluations and relations. </li> <li> Conducted all orientation trainings for new employees and meetings.</li> <li> Composed and distributed all relevant employee memorandums. Appraised productivity, handled employee grievances or complaints, and disciplined employees. </li> <li> Coordinated background screenings on all potential employees, per diem and contractors.</li> <li> Complied with state, federal and local employment legislation laws. </li> <li> Coordinated the placement of client with Targeted Case Manager (based on agency guidelines).</li> <li> Worked closely with staffing agencies throughout Osceola and Orange County. </li> <li> Maintained accurate client files and personnel files. Processed and filed documentation accurately and in real time. </li> <li> Provided accurate trending data; represented the company factually and professionally in facility audits, etc. </li> <li> Handled the duties of accounts payable, accounts receivable, and duties of payroll department. Processed all Medicaid and HMO Billing.</li> <li> Oversaw and tracked the company benefits plans and researched new benefit plans.</li> <li> Assisted with administrative duties as directed by the Director. </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_520739644_3_340058215" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="520739644JTIT3"> Case Manager/ Counselor</span> <br/> <span> <span class="jobdates" format="%B %Y" id="520739644JSTD3"> June 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="520739644EDDT3"> June 2011</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="520739644COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="520739644JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="520739644JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="520739644JDES3" itemprop="description"> <ul> <li> In charge of 80+ cases for women and families in the homeless shelter system.</li> <li> In charge of interviewing clients and doing their admission assessment.</li> <li> Worked closely with housing and employment specialists in helping clients obtain employment and permanent housing.</li> <li> Worked with various staffing agencies for client recruitment (NY Staffing, Access Staffing, Work Force 1 etc). </li> <li> Conducted all Employment Training and employment workshops.</li> <li> Worked with Dress to Success to help clients dress properly for job interviews. </li> <li> Responsible of overseeing specific investigative cases, particularly those with ACS cases or Domestic Violence.</li> <li> Provided immediate crisis response services on call 24/7</li> <li> Provided crisis avoidance management and training. </li> <li> Interpret legal documents; wrote reports, reference letters and professional correspondence for clients. </li> </ul> <br/> <br/> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC520739645" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC520739645"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_520739645_1_340058220" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="520739645DGRE1" itemprop="name"> Masters</span> <span> : </span> <span class="programline" dependency="STUY" id="520739645STUY1"> Human Resource Management</span> <span> , </span> <span class="jobdates" id="520739645GRYR1"> 2015</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="520739645SCHO1" itemprop="name"> DeVry University</span> <span> - </span> <span class="joblocation jobcity" id="520739645SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="520739645SSTA1"> State</span> <span class="joblocation jobstate" id="520739645SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="520739645FRFM1"> <p align="LEFT"> Human Resource Management</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_520739645_2_340058218" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="520739645DGRE2" itemprop="name"> Bachelor of Arts</span> <span> : </span> <span class="programline" dependency="STUY" id="520739645STUY2"> Spanish Communications</span> <span> , </span> <span class="jobdates" id="520739645GRYR2"> 2009</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="520739645SCHO2" itemprop="name"> Le Moyne College</span> <span> - </span> <span class="joblocation jobcity" id="520739645SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="520739645SSTA2"> State</span> <span class="joblocation jobstate" id="520739645SCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="520739645FRFM2"> <p align="LEFT"> Spanish Communications</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_520739645_3_340058221" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="520739645DGRE3" itemprop="name"> Keller Graduate Management School</span> <span class="programline" dependency="STUY" id="520739645STUY3"> </span> <span class="jobdates" id="520739645GRYR3"> </span> </span> <span class="paddedline"> <span class="field" id="520739645FRFM3"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_LANG520739648" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_LANG520739648"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_520739648_1_340058224" style="
padding-top:0px;
"> <div class="field singlecolumn" id="520739648FRFM1"> Fluent in both Spanish and English</div> </div> </div> <div class="section" id="SECTION_SKLL520739649" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL520739649"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_520739649_1_340058226" style="
padding-top:0px;
"> <div class="field singlecolumn" id="520739649FRFM1"> academic, Accounting, accounts payable, accounts receivable, administrative, arts, agency, benefits, Billing, clerical, conflict resolution, counseling, client, clients, excellent customer service, database, documentation, e-mail, email, employee relations, English, Human Resource, Human Resources, legal, Director, Excel, exchange, Microsoft Office Suite, Outlook, Power Point, Publisher, Word, Payroll, PeopleSoft, personnel, policies, progress, quality, real time, recruitment, researching, Spanish, supervision, telephone, phone, employee development, typing, workflow</div> </div> </div> </div> | FINANCE |
15,224,503 | SENIOR MANAGER -NATIONAL SALES FINANCE Executive Profile Ambitious [Job Title] who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals. Skill Highlights Skills Office software: MS Word, Excel, PowerPoint, Access Systems: Solar, Business Objects, PC Links General Ledger, FCI, FC Links, FEC, CORE, SAM Professional Experience Senior Manager -National Sales Finance April 2005 to Current Company Name - City , State Manage Consulting Services Group Money Manager reconciliations. Control National Sales revenue & expense accruals and deferral. Manage Litigation reserves and Legal accruals. Supervise month end close, balance sheet reconciliations, variance analysis and audit requests. Coordination of projects and production issues with FA Compensation Information Technology Organization & implementation of new product within FA Compensation Dept. Redefined & improved SOX controls and implemented self assessment of these controls Administer all FA Compensation security entitlements Manage Financial Advisor Trainee Compensation Managed team of 3 of professionals. Vice President-Wealth Management Controllers January 2010 to Current Company Name - City , State Strengthened company's controls by managing the implementation of introducing broker to single broker dealer. Senior FC Compensation Specialist October 1997 to March 2005 Company Name - City , State Review Amortization entries processed for Special Compensation & Deferred Compensation Programs Balance sheet review and sign-off for Special Compensation loans & Deferred Compensation awards Prepare Department Sarbanes Oxley control document and associated Risk Controls Assessment matrix Team project leader in the conversion of Compensation feeds to new People-soft platform Maintain general ledger payroll accounting department mapping table Work with Payroll Systems Support Team on service requests for any GL system modifications Establish, delete, and change name of GL accounts within the payroll accounting monitor centers Benchmark analysis of GL Accounts for payroll and tax accounting monitor centers Contribute to ongoing development of a web based system for tracking Special Compensation Loans Generate payroll feeds for special compensation income, taxes and inputted interest updates Analyze and review monthly and semi-monthly payroll feeds to the general ledger Monthly analysis of fringe calculation and eligible earnings for SB, Citibank, and Associates First Coordinated and produced audit schedules for internal and outside auditors Analysis of quarterly CAP dividend payments for all legal entities and posting entries to retained earnings Prepare daily trial balance reports for review and analysis of GL accounts for Payroll accounting Review all balance sheet schedules prepared by the Payroll Accounting Group Daily review of margin activity for various accounts and the feed to the general ledger Responsible for all P&L inquiries related to payroll feeds Monitored Front End Control (FEC) of Product Area feeders sent to the CORE commission system Communicated back to Product Areas on rejected and warned transactions for analysis and review Worked with Product Areas on development and maintenance of FEC feeders Prepared monthly control book reports and distributed to RFCC Mgmt, SB Controllers, and PCG admin. CORE commission system maintenance for blotters, departments, regions, FC numbers and GL accounts Reviewed and tested system enhancements/changes resulting from PCG commission policy changes Reconciliation of payable account for Citibank Private Bank gross production Supported FC Compensation Specialists with Business Objects and commission system related inquiries Daily trade review of prior business day's activity to ensure compliance with retail commission policy Processed account overrides and FC number overrides as approved by PCG Administration Reviewed and input various gross journal, net adjustments and Sales Assistant arrangements Ran adhoc business object queries for research to inquiries received from SB branch offices Intermediate Accountant - Account Executive Compensation Dept May 1989 to September 1997 Company Name - City , State Generated and analyzed gross commission revenue reports for senior management Was responsible for calculation of Branch Manager Incentive Compensation (MIC) Monthly analysis of general ledger entries to identify and resolve variances from preceding months Administered the organization of a complete procedures manual for the department Education Business Administration : Accounting Pace University - City , State , US Pace University, New York, NY Majored in Accounting / GPA: 3.60 Degree: Business Administration, Dec '98 Series 7 and Series 63 Certifications Series 7 and Series 63 Skills Compensation, Sales, Balance Sheet, General Ledger, Audit, National Sales, Account Executive, Accountant, Executive Compensation, Litigation, Month End Close, Reconciliations, Sales Revenue, Variance Analysis, Gl, Sarbanes Oxley, Sarbanes-oxley (sox), Loans, Adjustments, And Sales, Arrangements, Journal, Retail, Retail Marketing, Sales Assistant, Accounting, Account For, Front End, Maintenance, Reconciliation, Finance, Security, Sox, Accounts And, Accounts For, Mapping, Payments, Payroll, Payroll Accounting, Posting, Systems Support, Tax Accounting, Topo, Web Based, Deferred Compensation, Access, Excel, Ms Word, Powerpoint, Word, Series 6, Series 7 | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME573856899" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_573856899_1_373605553" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="573856899FNAM1"> </span> <span> </span> <span class="field" id="573856899LNAM1"> SENIOR MANAGER -NATIONAL SALES FINANCE</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM573856901" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM573856901"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573856901_1_373606483" style="
padding-top:0px;
"> <div class="field singlecolumn" id="573856901FRFM1"> <p align="LEFT"> Ambitious [Job Title] who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals.</p> </div> </div> </div> <div class="section" id="SECTION_HILT573856902" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT573856902"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573856902_1_373605555" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="573856902SKC11"> <p align="LEFT"> Skills Office software: MS Word, Excel, PowerPoint, Access Systems: Solar, Business Objects, PC Links General Ledger, FCI, FC Links, FEC, CORE, SAM</p> </td> <td class="field twocol_2 charspace" id="573856902SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM573857206" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_EXPR573856903" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR573856903"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573856903_1_373605556" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="573856903JTIT1"> Senior Manager -National Sales Finance</span> <br/> <span> <span class="jobdates" format="%B %Y" id="573856903JSTD1"> April 2005</span> <span> to </span> <span class="jobdates" format="%B %Y" id="573856903EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="573856903COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="573856903JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="573856903JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="573856903JDES1" itemprop="description"> <ul> <li> Manage Consulting Services Group Money Manager reconciliations.</li> <li> Control National Sales revenue & expense accruals and deferral.</li> <li> Manage Litigation reserves and Legal accruals.</li> <li> Supervise month end close, balance sheet reconciliations, variance analysis and audit requests. Coordination of projects and production issues with FA Compensation Information Technology</li> <li> Organization & implementation of new product within FA Compensation Dept.</li> <li> Redefined & improved SOX controls and implemented self assessment of these controls</li> <li> Administer all FA Compensation security entitlements</li> <li> Manage Financial Advisor Trainee Compensation</li> </ul> <p align="LEFT"> Managed team of 3 of professionals.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_573856903_2_373610657" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="573856903JTIT2"> Vice President-Wealth Management Controllers</span> <br/> <span> <span class="jobdates" format="%B %Y" id="573856903JSTD2"> January 2010</span> <span> to </span> <span class="jobdates" format="%B %Y" id="573856903EDDT2"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="573856903COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="573856903JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="573856903JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="573856903JDES2" itemprop="description"> <p align="LEFT"> Strengthened company's controls by managing the implementation of introducing broker to single broker dealer.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_573856903_3_373605557" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="573856903JTIT3"> Senior FC Compensation Specialist</span> <br/> <span> <span class="jobdates" format="%B %Y" id="573856903JSTD3"> October 1997</span> <span> to </span> <span class="jobdates" format="%B %Y" id="573856903EDDT3"> March 2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="573856903COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="573856903JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="573856903JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="573856903JDES3" itemprop="description"> <ul> <li> Review Amortization entries processed for Special Compensation & Deferred Compensation Programs</li> <li> Balance sheet review and sign-off for Special Compensation loans & Deferred Compensation awards</li> <li> Prepare Department Sarbanes Oxley control document and associated Risk Controls Assessment matrix</li> <li> Team project leader in the conversion of Compensation feeds to new People-soft platform Maintain general ledger payroll accounting department mapping table</li> <li> Work with Payroll Systems Support Team on service requests for any GL system modifications</li> <li> Establish, delete, and change name of GL accounts within the payroll accounting monitor centers</li> <li> Benchmark analysis of GL Accounts for payroll and tax accounting monitor centers</li> <li> Contribute to ongoing development of a web based system for tracking Special Compensation Loans</li> <li> Generate payroll feeds for special compensation income, taxes and inputted interest updates</li> <li> Analyze and review monthly and semi-monthly payroll feeds to the general ledger</li> <li> Monthly analysis of fringe calculation and eligible earnings for SB, Citibank, and Associates First</li> <li> Coordinated and produced audit schedules for internal and outside auditors</li> <li> Analysis of quarterly CAP dividend payments for all legal entities and posting entries to retained earnings</li> <li> Prepare daily trial balance reports for review and analysis of GL accounts for Payroll accounting</li> <li> Review all balance sheet schedules prepared by the Payroll Accounting Group</li> <li> Daily review of margin activity for various accounts and the feed to the general ledger</li> <li> Responsible for all P&L inquiries related to payroll feeds Monitored Front End Control (FEC) of Product Area feeders sent to the CORE commission system</li> <li> Communicated back to Product Areas on rejected and warned transactions for analysis and review</li> <li> Worked with Product Areas on development and maintenance of FEC feeders</li> <li> Prepared monthly control book reports and distributed to RFCC Mgmt, SB Controllers, and PCG admin.</li> <li> CORE commission system maintenance for blotters, departments, regions, FC numbers and GL accounts</li> <li> Reviewed and tested system enhancements/changes resulting from PCG commission policy changes</li> <li> Reconciliation of payable account for Citibank Private Bank gross production</li> <li> Supported FC Compensation Specialists with Business Objects and commission system related inquiries Daily trade review of prior business day's activity to ensure compliance with retail commission policy</li> <li> Processed account overrides and FC number overrides as approved by PCG Administration</li> <li> Reviewed and input various gross journal, net adjustments and Sales Assistant arrangements</li> <li> Ran adhoc business object queries for research to inquiries received from SB branch offices</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_573856903_4_373605558" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="573856903JTIT4"> Intermediate Accountant - Account Executive Compensation Dept</span> <br/> <span> <span class="jobdates" format="%B %Y" id="573856903JSTD4"> May 1989</span> <span> to </span> <span class="jobdates" format="%B %Y" id="573856903EDDT4"> September 1997</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="573856903COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="573856903JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="573856903JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="573856903JDES4" itemprop="description"> <ul> <li> Generated and analyzed gross commission revenue reports for senior management</li> <li> Was responsible for calculation of Branch Manager Incentive Compensation (MIC)</li> <li> Monthly analysis of general ledger entries to identify and resolve variances from preceding months</li> <li> Administered the organization of a complete procedures manual for the department</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC573856904" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC573856904"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573856904_1_373605559" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="573856904DGRE1" itemprop="name"> Business Administration</span> <span> : </span> <span class="programline" dependency="STUY" id="573856904STUY1"> Accounting</span> <span class="jobdates" id="573856904GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="573856904SCHO1" itemprop="name"> Pace University</span> <span> - </span> <span class="joblocation jobcity" id="573856904SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="573856904SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="573856904SCNT1"> US</span> </span> <span class="paddedline"> <span class="field" id="573856904FRFM1"> Pace University, New York, NY Majored in Accounting / GPA: 3.60 Degree: Business Administration, Dec '98 Series 7 and Series 63 </span> </span> </div> </div> </div> <div class="section" id="SECTION_CERT573856906" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_CERT573856906"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573856906_1_373605560" style="
padding-top:0px;
"> <div class="field singlecolumn" id="573856906FRFM1"> Series 7 and Series 63</div> </div> </div> <div class="section" id="SECTION_SKLL573856907" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL573856907"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_573856907_1_373605561" style="
padding-top:0px;
"> <div class="field singlecolumn" id="573856907FRFM1"> Compensation, Sales, Balance Sheet, General Ledger, Audit, National Sales, Account Executive, Accountant, Executive Compensation, Litigation, Month End Close, Reconciliations, Sales Revenue, Variance Analysis, Gl, Sarbanes Oxley, Sarbanes-oxley (sox), Loans, Adjustments, And Sales, Arrangements, Journal, Retail, Retail Marketing, Sales Assistant, Accounting, Account For, Front End, Maintenance, Reconciliation, Finance, Security, Sox, Accounts And, Accounts For, Mapping, Payments, Payroll, Payroll Accounting, Posting, Systems Support, Tax Accounting, Topo, Web Based, Deferred Compensation, Access, Excel, Ms Word, Powerpoint, Word, Series 6, Series 7</div> </div> </div> </div> | FINANCE |
27,409,087 | HEAD OF ACCOUNTS AND FINANCE Summary Flexible Accountant who adapts seamlessly to constantly evolving accounting processes and technology. Adept at budget forecasting, financial reporting and corporate tax planning. Highlights Financial statement analysis Understands foreign tax reporting Budget forecasting expertise Adobe software proficiency Effective time management General ledger accounting Flexible team player Cash-flow report generation Public and private accounting Cost accounting General and tax accounting Account reconciliations Proficient in Microsoft Office Knowledge of Sage Proficient in SAP ERP (Enterprise Resource Planning) software QuickBooks Accomplishments Payroll Assistance Assisted with payroll preparation and entered data into cumulative payroll document. Reporting Established client payment plan program to monitor payment compliance and progress, reducing uncontrolled payment activity Employee Management Liaised with HR department to establish employee benefits, training, payroll and termination procedures Accounting Skills Operated computers programmed with accounting software to record, store, and analyze information. General Ledger Accounts Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions. Increased compliance for the cash management department by aiding in internal and external audits. Researched and resolved billing problems that had been previously missed. Experience Company Name October 2013 to Current Head of Accounts and Finance City , State Basic Function: I'm always accountable for the accounting operations of the company, to include the production of monthly financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles or international financial reporting standards. Principal Accountabilities: Management Maintain a documented system of accounting policies and procedures Manage outsourced functions Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives Oversee the accounting operations of branches (Freetown, Kenema, Kono and Kailahun) especially their control systems, transaction-processing operations, and policies and procedures. Mitigating risk for cash handling from Bank to Rural areas disbursing centers Handling project finances, reporting and accountability within the company Maintain company's PPE register and disposal Transactions Ensure that accounts payable are paid in a timely manner Ensure that all reasonable discounts are taken on accounts payable Ensure that accounts receivable are collected promptly Process payroll in a timely manner Ensure that periodic bank reconciliations are completed Ensure that required debt payments are made on a timely basis Maintain the chart of accounts Maintain an orderly accounting filing system Maintain a system of controls over accounting transactions Processing commission to agents (VCs) and second payment (Premium) to farmers is done proportional to the weight of coco procured in that month Reporting: Issue timely and complete monthly financial statements Ensure the upload of monthly financial reports to SAP accounting software is done in timely Lead and Coordinate the preparation of the corporate annual report Recommend benchmarks against which to measure the performance of company operations Calculate and issue financial and operating metrics Manage the production of the annual budget and forecasts Calculate variances from the budget and report significant issues to management Provide for a system of management cost reports purposely for cost control by the project managers and other stakeholders. Provide financial analysis as needed, in particular for capital investments, pricing decisions and company performance Compliance: Coordinate the provision of information to external auditors for the annual audit Coordinate the provision of information to Government revenue authorities in regard to past financial statement Monitor debt levels and compliance with debt covenants Comply with local, state, and federal government reporting requirements and tax filings Coordinate the provision of information to other stakeholders who finances the implementation of the projects within the company like AECF, IFAD, and Social Projects. Certification (Rainforest Alliance, IMO control) : Participating with operation department for improving infrastructure of field activities Crop traceability from smallholder farmers to overseas customers Crop flow from smallholder farmers to the point of sale Crop Grower lists/farmer lists Farmer data spreadsheets (no. of coco trees per hector, contracts) Establishing new buying posts (BPs) Establishing Geo-traceability of farms Establishing a binding agreement with those (agents-village coordinators Company Name December 2010 to October 2013 Senior Accountant City , State Duties and Responsibilities Working with Pivot tables to coffee & cocoa books from different branches Reporting program expenses and budget in form of TTs requests to abroad directors Manage financial matters and procedures in project implementation Preparing payment requests/vouchers and cheques for payment Preparing weekly reports on the trend of the debt levels with banks. Preparing weekly fund sheet Report (a detailed cash flow). Preparing, Posting and Reconciling Main Books in the system. Preparing the schedules for the two companies of all sales (both direct export and local sales). Preparing, reconciling and posting to the system, monthly payroll, payroll journals and statutory computations and remitting of SDL, NSSF, PAYE, W/Tax. Preparation of monthly Bank (for HO & Branches) and Intercompany reconciliation statements and posting all those variances to the syste Exchange rate controlling when dealing with foreign currencies against functional currency Making thoroughness and tightly monitoring of the Receivables from debtors by telephone, email, and some time by physical appearance. Participating in all preparatory andreviews of the final accounts Responding to External & internal auditors during auditing and as well as to TRA queries regarding to the companies past accounts submitted. Stock Valuation, Physical Stock verification and Movement of stock Calculations of VC, and Agents Commissions plus premiums and District Levies Company Name June 2009 to December 2010 Accountant City , State Duties and responsibilities: Maintaining staff imprest records and retirement (IOU issued & IOU retired) as well as staff loans & Salary Advance register Reconciliation of Circulation debtors, Advertisement debtors, Suppliers and Petty cash ledgers Monthly reconciliation of Bank Statements with the Bank books in the systems and preparing Banks reconciliation Reports and investigating and resolves any un-reconciled differences Monthly VAT computations and filing returns to TRA Maintaining fixed Assets Register, Manage depreciation from Fixed Assets register by setting up depreciating schedule, register the acquired Assets and post depreciation. Preparing Monthly Sales Performance Report for Upcountry and Local Representatives Transfer of cash & cheque from main cash / receipts control account to pettycash and banks in Tally and Pastel Preparing, verifying, processing and issuing expense vouchers and posting to the systems Daily Freight charges of newspapers to upcountry representatives Upcountry monthly Retainers fees Weekly correspondence fees Advertisement commissions Data entry of advertisement transactions in Tally & Pastel Advertisement invoices (sales invoices) -Advertisement receipts (sales receipts) -Circulation receipts (sales receipts) -Credit note from circulation debtors Company Name August 2008 to June 2009 Trainee City , State Duties and Responsibilities: Prepare payments Prepare regular reports on revenue, expenditure and tax returns; maintain and reconcile the direct debits accounts in the systems; Prepare invoice and bills; Prepare bank reconciliation statements; Disburse cash and cheque payments; Post transactions in a computerized accounting system; Reconcile debtors and creditors records Education Tanzania Institute Of Accountancy 2012 Post Graduate Diploma in Accountancy : Accounting City , State , Tanzania Institute Of Finance Management 2008 Advanced Diploma in Accountancy : Accountancy City , Tanzania Accountancy Minaki High School 2001 Advanced Certificate of Secondary Education : Science City , Tanzania Tosamaganga Secondary School 1998 Certificate of Secondary Education : Science and Arts City , Tanzania Interests Gardening Trees Languages Swahili English Skills Project Reporting Accounts payables & receivables, Auditing, Data entry, Internet Exchange rate control, Microsoft Proficiency: Word, Spreadsheets, Outlook, Power Point Payroll processing, Accounting software: Quick Books, Sage Pastel, SAP ERP, TAS Books, TALLY, Research Account reconciling Financial Reporting Management Accounting GAAP IFRS Forecast Vs Actuals for weekly and monthwise Additional Information Volunteering Experience Trainer at Mabibo Teaching Center - Assist those who don't have entry criterion as a requirement for joining high school level | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME543124122" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_543124122_1_354446786" style="
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"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="543124122FNAM1"> </span> <span> </span> <span class="field" id="543124122LNAM1"> HEAD OF ACCOUNTS AND FINANCE</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM543124124" style="
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"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM543124124"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_543124124_1_354446806" style="
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"> <div class="field singlecolumn" id="543124124FRFM1"> <p align="LEFT"> Flexible Accountant who adapts seamlessly to constantly evolving accounting processes and technology. Adept at budget forecasting, financial reporting and corporate tax planning.</p> </div> </div> </div> <div class="section" id="SECTION_HILT543124125" style="
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"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT543124125"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_543124125_1_354451613" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="543124125SKC11"> <ul> <li> Financial statement analysis</li> <li> Understands foreign tax reporting</li> <li> Budget forecasting expertise</li> <li> Adobe software proficiency</li> <li> Effective time management</li> <li> General ledger accounting</li> <li> Flexible team player</li> <li> Cash-flow report generation</li> <li> Public and private accounting</li> <li> Cost accounting</li> <li> General and tax accounting</li> <li> Account reconciliations</li> <li> Proficient in Microsoft Office</li> <li> Knowledge of Sage</li> <li> Proficient in SAP</li> <li> ERP (Enterprise Resource Planning) software</li> <li> QuickBooks</li> </ul> </td> <td class="field twocol_2" id="543124125SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM543124127" style="
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"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM543124127"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_543124127_1_354452101" style="
padding-top:0px;
"> <div class="field singlecolumn" id="543124127FRFM1"> <p align="LEFT"> <i> Payroll Assistance</i> </p> <ul> <li> Assisted with payroll preparation and entered data into cumulative payroll document. </li> </ul> <p align="LEFT"> <i> Reporting</i> </p> <ul> <li> Established client payment plan program to monitor payment compliance and progress, reducing uncontrolled payment activity</li> </ul> <p align="LEFT"> <i> Employee Management</i> </p> <ul> <li> Liaised with HR department to establish employee benefits, training, payroll and termination procedures</li> </ul> <p align="LEFT"> <i> Accounting Skills</i> </p> <ul> <li> Operated computers programmed with accounting software to record, store, and analyze information. </li> </ul> <p align="LEFT"> <i> General Ledger Accounts</i> </p> <ul> <li> Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions. </li> </ul> <p align="LEFT"> Increased compliance for the cash management department by aiding in internal and external audits.</p> <p align="LEFT"> Researched and resolved billing problems that had been previously missed.</p> </div> </div> </div> <div class="section" id="SECTION_EXPR543124128" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR543124128"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_543124128_1_354446795" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="543124128COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="543124128JSTD1"> October 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="543124128EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="543124128JTIT1"> Head of Accounts and Finance</span> <br/> <span class="joblocation jobcity" id="543124128JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="543124128JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="543124128JDES1" itemprop="description"> <p align="LEFT"> <b> Basic Function:</b> </p> <p align="LEFT"> <b> </b> </p> <p align="LEFT"> I'm always accountable for the accounting operations of the company, to include the production of monthly financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles or international financial reporting standards.</p> <br/> <p align="LEFT"> <b> Principal Accountabilities: </b> </p> <p align="LEFT"> <b> </b> </p> <p align="LEFT"> <b> Management</b> </p> <ul> <li> Maintain a documented system of accounting policies and procedures</li> <li> Manage outsourced functions</li> <li> Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives</li> <li> Oversee the accounting operations of branches (Freetown, Kenema, Kono and Kailahun) especially their control systems, transaction-processing operations, and policies and procedures.</li> <li> Mitigating risk for cash handling from Bank to Rural areas disbursing centers</li> <li> Handling project finances, reporting and accountability within the company</li> <li> Maintain company's PPE register and disposal</li> </ul> <br/> <p align="LEFT"> <b> Transactions</b> </p> <ul> <li> Ensure that accounts payable are paid in a timely manner</li> <li> Ensure that all reasonable discounts are taken on accounts payable</li> <li> Ensure that accounts receivable are collected promptly</li> <li> Process payroll in a timely manner</li> <li> Ensure that periodic bank reconciliations are completed</li> <li> Ensure that required debt payments are made on a timely basis</li> <li> Maintain the chart of accounts</li> <li> Maintain an orderly accounting filing system</li> <li> Maintain a system of controls over accounting transactions</li> <li> Processing commission to agents (VCs) and second payment (Premium) to farmers is done proportional to the weight of coco procured in that month</li> </ul> <br/> <p align="LEFT"> <b> Reporting:</b> </p> <ul> <li> Issue timely and complete monthly financial statements</li> <li> Ensure the upload of monthly financial reports to SAP accounting software is done in timely</li> <li> Lead and Coordinate the preparation of the corporate annual report</li> <li> Recommend benchmarks against which to measure the performance of company operations</li> <li> Calculate and issue financial and operating metrics</li> <li> Manage the production of the annual budget and forecasts</li> <li> Calculate variances from the budget and report significant issues to management</li> <li> Provide for a system of management cost reports purposely for cost control by the project managers and other stakeholders.</li> <li> Provide financial analysis as needed, in particular for capital investments, pricing decisions and company performance</li> </ul> <br/> <p align="LEFT"> <b> Compliance:</b> </p> <ul> <li> Coordinate the provision of information to external auditors for the annual audit</li> <li> Coordinate the provision of information to Government revenue authorities in regard to past financial statement</li> <li> Monitor debt levels and compliance with debt covenants</li> <li> Comply with local, state, and federal government reporting requirements and tax filings</li> <li> Coordinate the provision of information to other stakeholders who finances the implementation of the projects within the company like AECF, IFAD, and Social Projects. </li> </ul> <br/> <p align="LEFT"> <b> Certification (Rainforest Alliance, IMO control)</b> :</p> <ul> <br/> <li> Participating with operation department for improving infrastructure of field activities </li> <li> Crop traceability from smallholder farmers to overseas customers</li> <li> Crop flow from smallholder farmers to the point of sale</li> <li> Crop Grower lists/farmer lists</li> <li> Farmer data spreadsheets (no. of coco trees per hector, contracts) </li> <li> Establishing new buying posts (BPs)</li> <li> Establishing Geo-traceability of farms</li> <li> Establishing a binding agreement with those (agents-village coordinators</li> <br/> <br/> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_543124128_2_354446798" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="543124128COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="543124128JSTD2"> December 2010</span> <span> to </span> <span class="jobdates" format="%B %Y" id="543124128EDDT2"> October 2013</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="543124128JTIT2"> Senior Accountant</span> <br/> <span class="joblocation jobcity" id="543124128JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="543124128JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="543124128JDES2" itemprop="description"> <p align="LEFT"> <b> Duties and Responsibilities</b> </p> <ul> <li> Working with Pivot tables to coffee & cocoa books from different branches</li> <li> Reporting program expenses and budget in form of TTs requests to abroad directors</li> <li> Manage financial matters and procedures in project implementation</li> <li> Preparing payment requests/vouchers and cheques for payment</li> <li> Preparing weekly reports on the trend of the debt levels with banks.</li> <li> Preparing weekly fund sheet Report (a detailed cash flow).</li> <li> Preparing, Posting and Reconciling Main Books in the system.</li> <li> Preparing the schedules for the two companies of all sales (both direct export and local sales).</li> <li> Preparing, reconciling and posting to the system, monthly payroll, payroll journals and statutory computations and remitting of SDL, NSSF, PAYE, W/Tax.</li> <li> Preparation of monthly Bank (for HO & Branches) and Intercompany reconciliation statements and posting all those variances to the syste</li> <li> Exchange rate controlling when dealing with foreign currencies against functional currency</li> <li> Making thoroughness and tightly monitoring of the Receivables from debtors by telephone, email, and some time by physical appearance.</li> <li> Participating in all preparatory andreviews of the final accounts</li> <li> Responding to External & internal auditors during auditing and as well as to TRA queries regarding to the companies past accounts submitted.</li> <li> Stock Valuation, Physical Stock verification and Movement of stock</li> <li> Calculations of VC, and Agents Commissions plus premiums and District Levies</li> <br/> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_543124128_3_354476778" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="543124128COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="543124128JSTD3"> June 2009</span> <span> to </span> <span class="jobdates" format="%B %Y" id="543124128EDDT3"> December 2010</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="543124128JTIT3"> Accountant</span> <br/> <span class="joblocation jobcity" id="543124128JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="543124128JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="543124128JDES3" itemprop="description"> <p align="LEFT"> <b> Duties and responsibilities:</b> </p> <ul> <br/> <li> Maintaining staff imprest records and retirement (IOU issued & IOU retired) as well as staff loans & Salary Advance register</li> <li> Reconciliation of Circulation debtors, Advertisement debtors, Suppliers and Petty cash ledgers</li> <li> Monthly reconciliation of Bank Statements with the Bank books in the systems and preparing Banks reconciliation Reports and investigating and resolves any un-reconciled differences</li> <li> Monthly VAT computations and filing returns to TRA </li> <li> Maintaining fixed Assets Register, Manage depreciation from Fixed Assets register by setting up depreciating schedule, register the acquired Assets and post depreciation.</li> <li> Preparing Monthly Sales Performance Report for Upcountry and Local Representatives</li> <li> Transfer of cash & cheque from main cash / receipts control account to pettycash and banks in Tally and Pastel</li> <li> Preparing, verifying, processing and issuing expense vouchers and posting to the systems</li> <li> Daily Freight charges of newspapers to upcountry representatives</li> <li> Upcountry monthly Retainers fees</li> <li> Weekly correspondence fees</li> <li> Advertisement commissions</li> <li> Data entry of advertisement transactions in Tally & Pastel</li> </ul> <p align="LEFT"> Advertisement invoices (sales invoices)</p> <p align="LEFT"> -Advertisement receipts (sales receipts)</p> <p align="LEFT"> -Circulation receipts (sales receipts)</p> <p align="LEFT"> -Credit note from circulation debtors</p> <br/> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_543124128_4_354478247" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="543124128COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="543124128JSTD4"> August 2008</span> <span> to </span> <span class="jobdates" format="%B %Y" id="543124128EDDT4"> June 2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="543124128JTIT4"> Trainee</span> <br/> <span class="joblocation jobcity" id="543124128JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="543124128JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="543124128JDES4" itemprop="description"> <p align="LEFT"> <b> Duties and Responsibilities:</b> </p> <ul> <br/> <li> Prepare payments</li> <li> Prepare regular reports on revenue, expenditure and tax returns;</li> <li> maintain and reconcile the direct debits accounts in the systems;</li> <li> Prepare invoice and bills;</li> <li> Prepare bank reconciliation statements;</li> <li> Disburse cash and cheque payments;</li> <li> Post transactions in a computerized accounting system;</li> <li> Reconcile debtors and creditors records</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC543124126" style="
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"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC543124126"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_543124126_1_354446799" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="543124126SCHO1" itemprop="name"> Tanzania Institute Of Accountancy</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="543124126GRYR1"> 2012</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="543124126DGRE1" itemprop="name"> Post Graduate Diploma in Accountancy</span> <span> : </span> <span class="programline" id="543124126STUY1"> Accounting</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="543124126SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="543124126SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="543124126SCNT1"> Tanzania</span> </span> <span class="paddedline"> <span class="field" id="543124126FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_543124126_2_354446801" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="543124126SCHO2" itemprop="name"> Institute Of Finance Management</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="543124126GRYR2"> 2008</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="543124126DGRE2" itemprop="name"> Advanced Diploma in Accountancy</span> <span> : </span> <span class="programline" id="543124126STUY2"> Accountancy</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="543124126SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="543124126SSTA2"> </span> <span class="joblocation jobstate" id="543124126SCNT2"> Tanzania</span> </span> <span class="paddedline"> <span class="field" id="543124126FRFM2"> <p align="LEFT"> Accountancy</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_543124126_3_354446803" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="543124126SCHO3" itemprop="name"> Minaki High School</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="543124126GRYR3"> 2001</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="543124126DGRE3" itemprop="name"> Advanced Certificate of Secondary Education</span> <span> : </span> <span class="programline" id="543124126STUY3"> Science</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="543124126SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="543124126SSTA3"> </span> <span class="joblocation jobstate" id="543124126SCNT3"> Tanzania</span> </span> <span class="paddedline"> <span class="field" id="543124126FRFM3"> <br/> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_543124126_4_354446805" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="543124126SCHO4" itemprop="name"> Tosamaganga Secondary School</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="543124126GRYR4"> 1998</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="543124126DGRE4" itemprop="name"> Certificate of Secondary Education</span> <span> : </span> <span class="programline" id="543124126STUY4"> Science and Arts</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="543124126SCIT4"> City</span> <span> , </span> <span class="joblocation jobstate" id="543124126SSTA4"> </span> <span class="joblocation jobstate" id="543124126SCNT4"> Tanzania</span> </span> <span class="paddedline"> <span class="field" id="543124126FRFM4"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_INTR543124138" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_INTR543124138"> Interests</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_543124138_1_354446807" style="
padding-top:0px;
"> <div class="field singlecolumn" id="543124138FRFM1"> <p align="LEFT"> Gardening Trees</p> </div> </div> </div> <div class="section" id="SECTION_LANG543124139" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_LANG543124139"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_543124139_1_354446809" style="
padding-top:0px;
"> <div class="field singlecolumn" id="543124139FRFM1"> <p align="LEFT"> Swahili</p> <br/> <p align="LEFT"> English</p> </div> </div> </div> <div class="section" id="SECTION_SKLL543124142" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL543124142"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_543124142_1_354446811" style="
padding-top:0px;
"> <div class="field singlecolumn" id="543124142FRFM1"> <ul> <li> Project Reporting </li> <li> Accounts payables & receivables, </li> <li> Auditing, Data entry, </li> <li> Internet</li> <li> Exchange rate control, </li> <li> Microsoft Proficiency: Word, Spreadsheets, Outlook, Power Point </li> <li> Payroll processing, </li> <li> Accounting software: Quick Books, Sage Pastel, SAP ERP, TAS Books, TALLY, </li> <li> Research</li> <li> Account reconciling</li> <li> Financial Reporting</li> <li> Management Accounting</li> <li> GAAP</li> <li> IFRS</li> <li> Forecast Vs Actuals for weekly and monthwise</li> </ul> <br/> </div> </div> </div> <div class="section" id="SECTION_ADDI543124144" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ADDI543124144"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_543124144_1_354446813" style="
padding-top:0px;
"> <div class="field singlecolumn" id="543124144FRFM1"> <ul> <li> <b> Volunteering Experience </b> </li> </ul> <br/> <p align="LEFT"> Trainer at Mabibo Teaching Center - Assist those who don't have entry criterion as a requirement for joining high school level</p> </div> </div> </div> </div> | FINANCE |
20,918,464 | SENIOR ACCOUNTANT / FINANCE CONTROLLER Summary Aim to work for a progressive organization in a growth oriented position that gives enough scope to sharpen my skill accordingly to the latest demands at the same time to work towards the growth of the organization and To seek challenging avenues where, my knowledge and experience matches with the organization's growth and to continue for the achievement of organizational goals with the betterment career prospects. Highlights MS-Word, MS-Excel. Windows. Internet Software & Hardware tally peach tree manual accounting leadeship Well knowledge in Complete ERP system , Working closely with the Accounting modules as per business rules. Ample to knowledge on basic computer applications use full in the day-to-day office administration Created and maintained an efficient communication system within the assigned department, and across other departments. Well knowledge in various accounting software's Accomplishments Title : a study on working capital management Client : ULCCS Private Limited (45 Days Duration 2012) Description : The project entitled “A Study on working capital management” is a study of various aspects related to the company and its peer groups,which includes the fund holding statement, income statement, balance sheet and key financial ratios. A variance analysis is been done to know the financial performance of the company. Experience Senior Accountant / Finance Controller Nov 2013 to Aug 2015 Company Name Responsible in the safeguard of the company's revenue by ensuring that products and services and well marketed to our existing clients Covered all type of concerned duties include data entry Bank reconciliation, debtors and creditors reconciliation Keep the company documents and data as confidential Handling petty cash book Managing accounts receivables and payables Review of accounts and statements periodically Maintaining payroll Invoicing LC Preparation and Invoice Factoring and Payroll administration with salary for employees,in tally & excel. Internal Auditor Feb 2010 to Jul 2011 Company Name Performs administrative clerical duties Ensures adequate monitoring of supplies and all materials required, and ensured their proper inventory Responsible in the safeguard of the company's revenue by ensuring that products and services and well marketed to our existing clients Ensure suppliers and other parties are paid on time Covered all type of concerned duties include data entry Bank reconciliation, debtors and creditors reconciliation Review of accounts and statements periodically Maintaining payroll Keep the company documents and data as confidential Handling petty cash book Maintenance of accounts file, ensuring accuracy and completeness Managing accounts receivables and payables Co-ordinate with banks. Assistant accounts clerck/Document Controller Jan 2008 to Jan 2010 Company Name - State In charge in the recording filling personal data of every staffs in the Bank Maintenance of accounts file, ensuring accuracy and completeness Managing all type of files Handling petty cash book Covered all type of concerned duties include data entry Bank reconciliation, debtors and creditors reconciliation Review of accounts and statements periodically Prepared supporting documentation for auditing whenever customers or auditors required. Education M.COM ( Master of commerce) , commerce 2013 madras university - City , State , india affiliated to madras university 2013,chennai,india.(distance education),and specialised into commerece. MBA , finance & marketting 2013 karpagam university college - City , State , India successfully completed 2011-2013 the batch,specialized into finanace and marketting. B.com(Bachelor of commerce) , commerce 2010 calicut university - City , State , India specialized into commerece. Accounting software's Certifications , proffessional accounting 2009 IPA - City , State , INDIA GPA: GPA: 7.2 GPA: 7.2 MBA Certifications Diploma in Business Proffessional Programmer ('O'level) Duration :1 Year Platform : windows Under : Certified by Doeacc society Govt Of India- Business professional programmer('O'level) (Under AICTE-DIT Scheme) Description : The objective of the course was programming the computers and solving problems. Title :Microsoft Office Duration : 6 Month Platform : windows Description : Completed Office automation including ms-office and excel Title: Professional accounting Duration : 6 Months Platform : windows Accounting practice : Practical Accounting - Certified by CPA (in IPA vatakara). Description : Complete Manipulation of accounting softwares and manual accounting . Languages English, Malayalam,hindi and Tamil,
(Read &Write) : English, Arabic, Hindi, and Malayalam. Personal Information Date of Birth: 14-05-1987 Marital Status :Engaged. Permanent Address : Rabiyas house, Vatakara-beach (PO), kozhikode, kerala-676506. Nationality :Indian. Languages Known: (Speak) : English, Malayalam,hindi and Tamil, (Read &Write) : English, Arabic, Hindi, and Malayalam. Current Location : Doha Qatar Driving Licence : Indian Passport No : J1888069. Visa status : yearly work visit Qatari Id No : 28735642209 Additional Information Highly Committed & Positive attitude Self Confident and Dedicated Diligent worker Result oriented in given time Adaptable to any environment Carries Valid indian Driving Licence Ability to face challenging responsibilities. Strong positive attitude and quick adaptability and flexibility with work. Self-starter and seeks new challenges and responsibilities. Ability to work both independently and as part of a team with professionals at all levels Skills Academic, Accounting, Accounting software, accounts receivables, administrative, auditing, balance sheet, Bank reconciliation, basic, book, clerical, Hardware, computer applications,clients, data entry, documentation, ERP, ERP 9, filling, financial, inventory, Invoicing, Managing, materials, MS-Excel, excel, ms-office, Microsoft Office, Windows, MS-Word, office administration, Office automation, payables, Payroll, PEACH TREE, Peachtree, Programmer, programming, Read, recording, Scheme, type, variance analysis | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME635705980" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_635705980_1_413768401" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="635705980FNAM1"> </span> <span> </span> <span class="field" id="635705980LNAM1"> SENIOR ACCOUNTANT / FINANCE CONTROLLER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM635705982" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM635705982"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635705982_1_413768422" style="padding-top:0px;"> <div class="field singlecolumn" id="635705982FRFM1"> <p align="LEFT"> Aim to work for a progressive organization in a growth oriented position that gives enough scope to sharpen my skill accordingly to the latest demands at the same time to work towards the growth of the organization and To seek challenging avenues where, my knowledge and experience matches with the organization's growth and to continue for the achievement of organizational goals with the betterment career prospects.</p> </div> </div> </div> <div class="section" id="SECTION_HILT635705983" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT635705983"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635705983_1_413768426" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="635705983SKC11"> <ul> <li> MS-Word, MS-Excel.</li> <li> Windows.</li> <li> Internet</li> <li> Software & Hardware</li> <li> tally</li> <li> peach tree</li> <li> manual accounting</li> <li> leadeship</li> </ul> </td> <td class="field twocol_2" id="635705983SKC21"> <ul> <br/> <li> Well knowledge in Complete ERP system ,</li> <li> Working closely with the Accounting modules as per business rules. </li> <li> Ample to knowledge on basic computer applications use full in the day-to-day office administration</li> <li> Created and maintained an efficient communication system within the assigned department, and across other departments.</li> <li> Well knowledge in various accounting software's </li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM635705984" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_ACCM635705984"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635705984_1_413776420" style="padding-top:0px;"> <div class="field singlecolumn" id="635705984FRFM1"> <p align="LEFT"> Title : a study on working capital management </p> <p align="LEFT"> Client : ULCCS Private Limited (45 Days Duration 2012)</p> <p align="LEFT"> Description : The project entitled “A Study on working capital management” is a study of various aspects related to the company and its peer groups,which includes the fund holding statement, income statement, balance sheet and key financial ratios. A variance analysis is been done to know the financial performance of the company.</p> </div> </div> </div> <div class="section" id="SECTION_EXPR635705985" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR635705985"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635705985_1_413768404" style="padding-top:0px;"> <div class="singlecolumn"> <span class="jobline" id="635705985JDES1" itemprop="description"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635705985_2_413768408" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="635705985JTIT2"> Senior Accountant / Finance Controller</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="635705985JSTD2"> Nov 2013</span> <span> to </span> <span class="jobdates" format="%b %Y" id="635705985EDDT2"> Aug 2015</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="635705985COMP2" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="635705985JCIT2" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="635705985JSTA2" itemprop="addressRegion"> </span> </span> <span class="jobline" id="635705985JDES2" itemprop="description"> <ul> <li> Responsible in the safeguard of the company's revenue by ensuring that products and services and well marketed to our existing clients Covered all type of concerned duties include data entry Bank reconciliation, debtors and creditors reconciliation Keep the company documents and data as confidential Handling petty cash book Managing accounts receivables and payables Review of accounts and statements periodically Maintaining payroll Invoicing LC Preparation and Invoice Factoring and Payroll administration with salary for employees,in tally & excel.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635705985_3_413768406" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="635705985JTIT3"> Internal Auditor</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="635705985JSTD3"> Feb 2010</span> <span> to </span> <span class="jobdates" format="%b %Y" id="635705985EDDT3"> Jul 2011</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="635705985COMP3" itemprop="name"> Company Name</span> <span class="joblocation jobcity" id="635705985JCIT3" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="635705985JSTA3" itemprop="addressRegion"> </span> </span> <span class="jobline" id="635705985JDES3" itemprop="description"> <ul> <li> Performs administrative clerical duties Ensures adequate monitoring of supplies and all materials required, and ensured their proper inventory Responsible in the safeguard of the company's revenue by ensuring that products and services and well marketed to our existing clients Ensure suppliers and other parties are paid on time Covered all type of concerned duties include data entry Bank reconciliation, debtors and creditors reconciliation Review of accounts and statements periodically Maintaining payroll Keep the company documents and data as confidential Handling petty cash book Maintenance of accounts file, ensuring accuracy and completeness Managing accounts receivables and payables Co-ordinate with banks.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635705985_4_413768405" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="635705985JTIT4"> Assistant accounts clerck/Document Controller</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="635705985JSTD4"> Jan 2008</span> <span> to </span> <span class="jobdates" format="%b %Y" id="635705985EDDT4"> Jan 2010</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="635705985COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="635705985JCIT4" itemprop="addressLocality"> </span> <span class="joblocation jobstate" id="635705985JSTA4" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="635705985JDES4" itemprop="description"> <ul> <li> In charge in the recording filling personal data of every staffs in the Bank Maintenance of accounts file, ensuring accuracy and completeness Managing all type of files Handling petty cash book Covered all type of concerned duties include data entry Bank reconciliation, debtors and creditors reconciliation Review of accounts and statements periodically Prepared supporting documentation for auditing whenever customers or auditors required.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC635705986" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC635705986"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635705986_1_413768419" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="635705986DGRE1" itemprop="name"> M.COM ( Master of commerce)</span> <span> , </span> <span class="programline" id="635705986STUY1"> commerce</span> <span class="datesWrapper"> <span class="jobdates" id="635705986GRYR1"> 2013</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="635705986SCHO1" itemprop="name"> madras university </span> <span> - </span> <span class="joblocation jobcity" id="635705986SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="635705986SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="635705986SCNT1"> india</span> </span> <span class="field" id="635705986FRFM1"> <p align="LEFT"> affiliated to madras university 2013,chennai,india.(distance education),and specialised into commerece.</p> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635705986_2_413768418" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="635705986DGRE2" itemprop="name"> MBA</span> <span> , </span> <span class="programline" id="635705986STUY2"> finance & marketting</span> <span class="datesWrapper"> <span class="jobdates" id="635705986GRYR2"> 2013</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="635705986SCHO2" itemprop="name"> karpagam university college</span> <span> - </span> <span class="joblocation jobcity" id="635705986SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="635705986SSTA2"> State</span> <span> , </span> <span class="joblocation jobstate" id="635705986SCNT2"> India</span> </span> <span class="field" id="635705986FRFM2"> <p align="LEFT"> successfully completed 2011-2013 the batch,specialized into finanace and marketting.</p> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635705986_3_413768420" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="635705986DGRE3" itemprop="name"> B.com(Bachelor of commerce)</span> <span> , </span> <span class="programline" id="635705986STUY3"> commerce</span> <span class="datesWrapper"> <span class="jobdates" id="635705986GRYR3"> 2010</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="635705986SCHO3" itemprop="name"> calicut university</span> <span> - </span> <span class="joblocation jobcity" id="635705986SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="635705986SSTA3"> State</span> <span> , </span> <span class="joblocation jobstate" id="635705986SCNT3"> India</span> </span> <span class="field" id="635705986FRFM3"> <p align="LEFT"> specialized into commerece.</p> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635705986_4_413768421" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="635705986DGRE4" itemprop="name"> Accounting software's Certifications</span> <span> , </span> <span class="programline" id="635705986STUY4"> proffessional accounting</span> <span class="datesWrapper"> <span class="jobdates" id="635705986GRYR4"> 2009</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="635705986SCHO4" itemprop="name"> IPA</span> <span> - </span> <span class="joblocation jobcity" id="635705986SCIT4"> City</span> <span> , </span> <span class="joblocation jobstate" id="635705986SSTA4"> State</span> <span> , </span> <span class="joblocation jobstate" id="635705986SCNT4"> INDIA</span> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="635705986GRPA4"> GPA: 7.2</span> </span> <span class="field" id="635705986FRFM4"> <p align="LEFT"> GPA: 7.2</p> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_635705986_5_413768417" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="635705986DGRE5" itemprop="name"> MBA</span> <span class="programline" id="635705986STUY5"> </span> </span> <span class="field" id="635705986FRFM5"> </span> </div> </div> </div> <div class="section" id="SECTION_CERT635706005" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_CERT635706005"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635706005_1_413768423" style="padding-top:0px;"> <div class="field singlecolumn" id="635706005FRFM1"> <p align="LEFT"> <b> Diploma in Business Proffessional Programmer ('O'level) </b> </p> <p align="LEFT"> Duration :1 Year </p> <p align="LEFT"> Platform : windows</p> <p align="LEFT"> Under : Certified by Doeacc society Govt Of India- Business professional programmer('O'level) (Under AICTE-DIT Scheme) Description : The objective of the course was programming the computers and solving problems.</p> <br/> <p align="LEFT"> <b> Title :Microsoft Office </b> </p> <p align="LEFT"> Duration : 6 Month </p> <p align="LEFT"> Platform : windows </p> <p align="LEFT"> Description : Completed Office automation including ms-office and excel </p> <br/> <p align="LEFT"> <b> Title: Professional accounting</b> </p> <p align="LEFT"> Duration : 6 Months</p> <p align="LEFT"> Platform : windows</p> <p align="LEFT"> <b> Accounting practice : Practical Accounting - Certified by CPA (in IPA vatakara). </b> </p> <p align="LEFT"> Description : Complete Manipulation of accounting softwares and manual accounting . </p> </div> </div> </div> <div class="section" id="SECTION_LANG635706007" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_LANG635706007"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635706007_1_413768425" style="padding-top:0px;"> <div class="field singlecolumn" id="635706007FRFM1"> English, Malayalam,hindi and Tamil,
(Read &Write) : English, Arabic, Hindi, and Malayalam.</div> </div> </div> <div class="section" id="SECTION_PRIN635706006" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_PRIN635706006"> Personal Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635706006_1_413768424" style="padding-top:0px;"> <div class="field singlecolumn" id="635706006FRFM1"> <p align="LEFT"> Date of Birth: 14-05-1987</p> <p align="LEFT"> Marital Status :Engaged.</p> <p align="LEFT"> Permanent Address : Rabiyas house,</p> <p align="LEFT"> Vatakara-beach (PO),</p> <p align="LEFT"> kozhikode, kerala-676506.</p> <p align="LEFT"> Nationality :Indian.</p> <p align="LEFT"> Languages Known:</p> <p align="LEFT"> (Speak) : English, Malayalam,hindi and Tamil, </p> <p align="LEFT"> (Read &Write) : English, Arabic, Hindi, and Malayalam.</p> <p align="LEFT"> Current Location : Doha Qatar</p> <p align="LEFT"> Driving Licence : Indian</p> <p align="LEFT"> Passport No : J1888069.</p> <p align="LEFT"> Visa status : yearly work visit</p> <p align="LEFT"> Qatari Id No : 28735642209</p> <br/> <br/> </div> </div> </div> <div class="section" id="SECTION_ADDI635706009" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_ADDI635706009"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635706009_1_413768428" style="padding-top:0px;"> <div class="field singlecolumn" id="635706009FRFM1"> <ul> <li> Highly Committed & Positive attitude</li> <li> Self Confident and Dedicated </li> <li> Diligent worker </li> <li> Result oriented in given time</li> <li> Adaptable to any environment</li> <li> Carries Valid indian Driving Licence</li> <li> Ability to face challenging responsibilities.</li> <li> Strong positive attitude and quick adaptability and flexibility with work.</li> <li> Self-starter and seeks new challenges and responsibilities.</li> <li> Ability to work both independently and as part of a team with professionals at all levels</li> </ul> </div> </div> </div> <div class="section" id="SECTION_SKLL635706008" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL635706008"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_635706008_1_413768427" style="padding-top:0px;"> <div class="field singlecolumn" id="635706008FRFM1"> <ul> <li> Academic, </li> <li> Accounting, </li> <li> Accounting software, </li> <li> accounts receivables, </li> <li> administrative, </li> <li> auditing, balance sheet, </li> <li> Bank reconciliation, basic, </li> <li> book, clerical, </li> <li> Hardware, </li> <li> computer applications,clients, </li> <li> data entry, documentation, </li> <li> ERP, ERP 9, filling, </li> <li> financial,</li> <li> inventory, </li> <li> Invoicing, Managing, materials, </li> <li> MS-Excel, excel, </li> <li> ms-office, Microsoft Office, </li> <li> Windows, MS-Word, office administration, </li> <li> Office automation, payables, Payroll, </li> <li> PEACH TREE, Peachtree, Programmer, programming, Read, recording, Scheme, type, variance analysis</li> </ul> </div> </div> </div> </div> | FINANCE |
19,540,089 | FINANCE MANAGER / PLANT CONTROLLER Summary Ten years experience with high-volume manufacturers, demonstrating leadership and strong project management execution skills. Instrumental in reducing labor and overhead $2.5 million and contributing to operational goals and business profit. Strengths include financial reporting, forecasting, budgeting process and internal control. Highlights A highly motivated and educated, goal and success orientated individual with over ten years of professional work experience within the US and China, of which eight years are with Reckitt Benckiser (Fortune #160) and Regal Beloit (Fortune #713) Profound knowledge of management accounting, cost, inventory accounting, and familiarity with General Accepted Accounting Principles (GAAP) Strong organizational, analytical and interpersonal skills with keen attention to detail and Played a key role in the core management team and expanded roles supporting IT and supply chain functions Strategic and financial planning expert Business performance improvement Knowledge of GAAP guidelines and SOX Compliance Certified Public Accountant (CPA) Oracle / JDE /Global Shop Proficient in Microsoft Office Thrives under pressure Solution-oriented Staff leadership and development Goal Focusing/motivation Flexibility and adaptability: Adapt to the changes Accomplishments Cost Reduction Established and coordinated a robust plan for the control of operations including period financial results and variance analysis, expense budgets, cost standards, together with necessary controls and procedures to effectuate the plan both short and long term, drove $2.5M annual savings on both labor and variable overhead. Gross Margin Improvement Improved margin accuracy, and drove gross margin 3.6% year-over-year increase Provided accurate variance analysis to sourcing team, operation teams for variance and spending control Analyzed gross margin by customer, gave valuable feedback to sales team for strategic planning and margin improvement Inventory Control Lead annual physical inventory, identified discrepancies, decreased finished goods inventory cycle count by over 50%. Coordinate with material team with inventory control and assisted the plant reaching lower days inventory outstanding (DIO) Team Contributions Expanded roles and provided support in IT, supply chain functions Work under pressure with limited resource and time Provided valuable insight and support important decisions to senior managers Leadership: truly respected the peer, provided guidance to achieve the goals and stepped in where they needed support. Experience Finance Manager / Plant Controller Nov 2013 to Current Company Name - City , State Replaced prior CFO prior to Regal acquisition. Led key initiatives and re-established the credibility of finance team, and played a key role in the management team. Improved margin accuracy, and drove gross margin 3.6% year-over-year increase (COGS reduction); Led obsolete inventory review and drove significant reduction; also assisted sourcing team improved DIO reduction Provided reliable and timely project by project expense, capitalization, amortization and spending data for all departments. Prepared monthly and quarterly forecast, as well as annual operations planning, including top line sales, capital expenditure, variable cost projects (4-6% year over year reduction), SG&A and business three year long range planning. Improved finance closing process and shorted closing duration by 1-2 days and closed 7 gaps and added 5 control procedures to ensure monthly financial reporting accuracy Provided accurate and timely reports to mechanical finance group Expanded roles and provided support in IT, supply chain functions Plant Controller Jan 2011 to Dec 2013 Company Name - City , State Manage financial and accounting functions for the manufacturing plant generating annual external sales $65M and internal sales $35M. Accountability extends to financial reporting, products profit and operating expense analysis, capital project planning, and inventory control. Established and coordinated a robust plan for the control of operations including period financial results and variance analysis and explanations, expense budgets, cost standards, together with necessary controls and procedures to effectuate the plan both short and long term. Prepared monthly financial reviews and submitted financial reports, on a timely and accurate basis. Strived continually to improve financial reporting, forecasting and budgeting process, and standardized work. Lead HVAC operation finance team to create standard operating procedures (SOP) and job instruction breakdown (JIBs) on annual budgeting process. Continuous improvement and the pursuit of "work faster and smarter" are some of the core values to Springfield finance team. Selected Contributions: − Communicated the opportunities and threats from forecast and assisted the management team making decision and taking actions, so the plant achieve $7.8 M operating margin, 3% higher than annual operating plan. − Analyzed and supported the plant manager to execute one shift platform in the plant, which drove $2.5M annual savings. Lead annual physical inventory, identified discrepancies, decreased finished goods inventory cycle count by over 50%. Ensure the internal control at the plant level is operating effectively and accounting department is in compliance with corporate initiatives and accounting standards (US GAAP). − Worked with engineering manager on variable cost productivity projects and led financial analysis to achieve $2.8M savings vs OP plan $2.1M. Senior Financial Analyst Jan 2007 to Jan 2011 Company Name - City , State Tracked and provided business leaders North America inventory reports of all plants and logistics centers Assisted the plant controller with $100M operational budget planning, including labor, variable overhead and fixed overhead. Lead cost allocation project for annual standard cost roll up. Ensured implementation of company cycle count policy - monthly meetings with operations on adjustments, audits of counts on a quarterly basis, monthly tracking and validation of count program, and quarterly audit of finished goods inventory. Selected Contributions: − Closed, maintained and reconciled the plant general ledger − Analyzed variances on the monthly basis and tracked variances against forecast and reported deviations and gaps to the management team − Coordinated with engineering manger to conduct fixed assets audit and accelerated calculation. − Conducted post audit review on capital spending projects. − Oversaw the monthly closing process and report the plant performance and identified possible cost saving opportunities Marketing Manager Jan 1998 to Jan 2000 Company Name - City Shanghai, China Attained sales of 1.3 million US dollars in year 1999 and helped company establishing and growing profitable business Developed strategic marketing planning, created new markets and expanded customers base Led the projects from initiating relationship with customer, developed the project with IT team through the end of project completion. Education Master of Accountancy , Accountancy 2011 Missouri State University Certified Public Accountant Green Belt Trained in Lean Six Sigma (2011) Master of Accountancy - Missouri State University B.S. , Accounting Missouri State University B.S., Accounting - Missouri State University International Finance and Accounting, Business Amsterdam Business School International Finance and Accounting Studies - Amsterdam Business School, Holland B.S. , English Shanghai International Studies University - City , CN B.S., English - Shanghai International Studies University, Shanghai, China Certifications Certified Public Accountant Skills Budgeting, Forecasting, Financial Analysis, Financial Reporting, Cost Accounting, Variance Analysis, Cost Reduction, Standard and Actual Costing, GAAP, Hyperion Continuous Improvement, Inventory Control, Six Sigma trained Certified Public Accountant Results-Oriented Mindset, work under pressure, accountability, adaptability, team player, energized and motivated, excellent interpersonal and communication skills. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME596495507" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_596495507_1_388045254" style="
padding-top:0px;
"> <div class="name" itemprop="name"> <span class="field fName" id="596495507FNAM1"> </span> <span> </span> <span class="field" id="596495507LNAM1"> FINANCE MANAGER / PLANT CONTROLLER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM596495509" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM596495509"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596495509_1_388052217" style="
padding-top:0px;
"> <div class="field singlecolumn" id="596495509FRFM1"> <p align="LEFT"> Ten years experience with high-volume manufacturers, demonstrating leadership and strong project management execution skills. Instrumental in reducing labor and overhead $2.5 million and contributing to operational goals and business profit. Strengths include financial reporting, forecasting, budgeting process and internal control.</p> </div> </div> </div> <div class="section" id="SECTION_HILT596495510" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT596495510"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596495510_1_388045256" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="596495510SKC11"> <ul> <li> A highly motivated and educated, goal and success orientated individual with over ten years of professional work experience within the US and China, of which eight years are with Reckitt Benckiser (Fortune #160) and Regal Beloit (Fortune #713)</li> <li> Profound knowledge of management accounting, cost, inventory accounting, and familiarity with General Accepted Accounting Principles (GAAP)</li> <li> Strong organizational, analytical and interpersonal skills with keen attention to detail and </li> <li> Played a key role in the core management team and expanded roles supporting IT and supply chain functions </li> </ul> <br/> <br/> </td> <td class="field twocol_2" id="596495510SKC21"> <ul> <li> Strategic and financial planning expert</li> <li> Business performance improvement</li> <li> Knowledge of GAAP guidelines and SOX Compliance</li> <li> Certified Public Accountant (CPA)</li> <li> Oracle / JDE /Global Shop</li> <li> Proficient in Microsoft Office</li> <li> Thrives under pressure</li> <li> Solution-oriented</li> <li> Staff leadership and development</li> <li> Goal Focusing/motivation </li> <li> Flexibility and adaptability: Adapt to the changes </li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM596495514" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_ACCM596495514"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596495514_1_388045257" style="
padding-top:0px;
"> <div class="field singlecolumn" id="596495514FRFM1"> <p align="LEFT"> Cost Reduction</p> <ul> <li> Established and coordinated a robust plan for the control of operations including period financial results and variance analysis, expense budgets, cost standards, together with necessary controls and procedures to effectuate the plan both short and long term, drove $2.5M annual savings on both labor and variable overhead.</li> </ul> <p align="LEFT"> Gross Margin Improvement </p> <ul> <li> Improved margin accuracy, and drove gross margin 3.6% year-over-year increase </li> <li> Provided accurate variance analysis to sourcing team, operation teams for variance and spending control</li> <li> Analyzed gross margin by customer, gave valuable feedback to sales team for strategic planning and margin improvement </li> </ul> <p align="LEFT"> Inventory Control</p> <ul> <li> Lead annual physical inventory, identified discrepancies, decreased finished goods inventory cycle count by over 50%.</li> <li> Coordinate with material team with inventory control and assisted the plant reaching lower days inventory outstanding (DIO)</li> </ul> <p align="LEFT"> Team Contributions</p> <ul> <li> Expanded roles and provided support in IT, supply chain functions</li> <li> Work under pressure with limited resource and time </li> <li> Provided valuable insight and support important decisions to senior managers </li> <li> Leadership: truly respected the peer, provided guidance to achieve the goals and stepped in where they needed support. </li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR596495511" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR596495511"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596495511_1_388045258" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="596495511JTIT1"> Finance Manager / Plant Controller</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="596495511JSTD1"> Nov 2013</span> <span> to </span> <span class="jobdates" format="%b %Y" id="596495511EDDT1"> Current</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="596495511COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="596495511JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="596495511JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="596495511JDES1" itemprop="description"> <ul> <li> Replaced prior CFO prior to Regal acquisition. Led key initiatives and re-established the credibility of finance team, and played a key role in the management team.</li> <li> Improved margin accuracy, and drove gross margin 3.6% year-over-year increase (COGS reduction); </li> <li> Led obsolete inventory review and drove significant reduction; also assisted sourcing team improved DIO reduction </li> <li> Provided reliable and timely project by project expense, capitalization, amortization and spending data for all departments.</li> <li> Prepared monthly and quarterly forecast, as well as annual operations planning, including top line sales, capital expenditure, variable cost projects (4-6% year over year reduction), SG&A and business three year long range planning.</li> <li> Improved finance closing process and shorted closing duration by 1-2 days and closed 7 gaps and added 5 control procedures to ensure monthly financial reporting accuracy</li> <li> Provided accurate and timely reports to mechanical finance group </li> <li> Expanded roles and provided support in IT, supply chain functions </li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_596495511_2_388061520" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="596495511JTIT2"> Plant Controller</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="596495511JSTD2"> Jan 2011</span> <span> to </span> <span class="jobdates" format="%b %Y" id="596495511EDDT2"> Dec 2013</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="596495511COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="596495511JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="596495511JSTA2" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="596495511JDES2" itemprop="description"> <ul> <li> Manage financial and accounting functions for the manufacturing plant generating annual external sales $65M and internal sales $35M. Accountability extends to financial reporting, products profit and operating expense analysis, capital project planning, and inventory control.</li> <li> Established and coordinated a robust plan for the control of operations including period financial results and variance analysis and explanations, expense budgets, cost standards, together with necessary controls and procedures to effectuate the plan both short and long term.</li> <li> Prepared monthly financial reviews and submitted financial reports, on a timely and accurate basis.</li> <li> Strived continually to improve financial reporting, forecasting and budgeting process, and standardized work. Lead HVAC operation finance team to create standard operating procedures (SOP) and job instruction breakdown (JIBs) on annual budgeting process. </li> <li> Continuous improvement and the pursuit of "work faster and smarter" are some of the core values to Springfield finance team.</li> </ul> <p align="LEFT"> <b> Selected Contributions: − </b> </p> <ul> <li> Communicated the opportunities and threats from forecast and assisted the management team making decision and taking actions, so the plant achieve $7.8 M operating margin, 3% higher than annual operating plan. − </li> <li> Analyzed and supported the plant manager to execute one shift platform in the plant, which drove $2.5M annual savings.</li> <li> Lead annual physical inventory, identified discrepancies, decreased finished goods inventory cycle count by over 50%.</li> <li> Ensure the internal control at the plant level is operating effectively and accounting department is in compliance with corporate initiatives and accounting standards (US GAAP). − </li> <li> Worked with engineering manager on variable cost productivity projects and led financial analysis to achieve $2.8M savings vs OP plan $2.1M.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_596495511_3_388045259" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="596495511JTIT3"> Senior Financial Analyst</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="596495511JSTD3"> Jan 2007</span> <span> to </span> <span class="jobdates" format="%b %Y" id="596495511EDDT3"> Jan 2011</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="596495511COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="596495511JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="596495511JSTA3" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="596495511JDES3" itemprop="description"> <ul> <li> Tracked and provided business leaders North America inventory reports of all plants and logistics centers</li> <li> Assisted the plant controller with $100M operational budget planning, including labor, variable overhead and fixed overhead. Lead cost allocation project for annual standard cost roll up.</li> <li> Ensured implementation of company cycle count policy - monthly meetings with operations on adjustments, audits of counts on a quarterly basis, monthly tracking and validation of count program, and quarterly audit of finished goods inventory.</li> <li> Selected Contributions: − Closed, maintained and reconciled the plant general ledger − Analyzed variances on the monthly basis and tracked variances against forecast and reported deviations and gaps to the management team − Coordinated with engineering manger to conduct fixed assets audit and accelerated calculation. − Conducted post audit review on capital spending projects. − Oversaw the monthly closing process and report the plant performance and identified possible cost saving opportunities</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_596495511_4_388045260" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="596495511JTIT4"> Marketing Manager</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="596495511JSTD4"> Jan 1998</span> <span> to </span> <span class="jobdates" format="%b %Y" id="596495511EDDT4"> Jan 2000</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="596495511COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="596495511JCIT4" itemprop="addressLocality"> City</span> <span class="joblocation jobstate" id="596495511JSTA4" itemprop="addressRegion"> </span> </span> <span class="jobline" id="596495511JDES4" itemprop="description"> <ul> <li> Shanghai, China</li> <li> Attained sales of 1.3 million US dollars in year 1999 and helped company establishing and growing profitable business</li> <li> Developed strategic marketing planning, created new markets and expanded customers base</li> <li> Led the projects from initiating relationship with customer, developed the project with IT team through the end of project completion.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC596495512" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC596495512"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596495512_1_388045261" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="596495512DGRE1" itemprop="name"> Master of Accountancy</span> <span> , </span> <span class="programline" id="596495512STUY1"> Accountancy</span> <span class="datesWrapper"> <span class="jobdates" id="596495512GRYR1"> 2011</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="596495512SCHO1" itemprop="name"> Missouri State University</span> <span class="joblocation jobcity" id="596495512SCIT1"> </span> <span class="joblocation jobstate" id="596495512SSTA1"> </span> <span class="joblocation jobstate" id="596495512SCNT1"> </span> </span> <span class="field" id="596495512FRFM1"> Certified Public Accountant Green Belt Trained in Lean Six Sigma (2011) Master of Accountancy - Missouri State University</span> </div> </div> <div class="paragraph" id="PARAGRAPH_596495512_2_388045262" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="596495512DGRE2" itemprop="name"> B.S.</span> <span> , </span> <span class="programline" id="596495512STUY2"> Accounting</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="596495512SCHO2" itemprop="name"> Missouri State University</span> <span class="joblocation jobcity" id="596495512SCIT2"> </span> <span class="joblocation jobstate" id="596495512SSTA2"> </span> <span class="joblocation jobstate" id="596495512SCNT2"> </span> </span> <span class="field" id="596495512FRFM2"> B.S., Accounting - Missouri State University</span> </div> </div> <div class="paragraph" id="PARAGRAPH_596495512_3_388045263" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="596495512DGRE3" itemprop="name"> </span> <span class="programline" id="596495512STUY3"> International Finance and Accounting, Business</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="596495512SCHO3" itemprop="name"> Amsterdam Business School</span> <span class="joblocation jobcity" id="596495512SCIT3"> </span> <span class="joblocation jobstate" id="596495512SSTA3"> </span> <span class="joblocation jobstate" id="596495512SCNT3"> </span> </span> <span class="field" id="596495512FRFM3"> International Finance and Accounting Studies - Amsterdam Business School, Holland</span> </div> </div> <div class="paragraph" id="PARAGRAPH_596495512_4_388045264" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="596495512DGRE4" itemprop="name"> B.S.</span> <span> , </span> <span class="programline" id="596495512STUY4"> English</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="596495512SCHO4" itemprop="name"> Shanghai International Studies University</span> <span> - </span> <span class="joblocation jobcity" id="596495512SCIT4"> City</span> <span> , </span> <span class="joblocation jobstate" id="596495512SSTA4"> </span> <span class="joblocation jobstate" id="596495512SCNT4"> CN</span> </span> <span class="field" id="596495512FRFM4"> B.S., English - Shanghai International Studies University, Shanghai, China</span> </div> </div> </div> <div class="section" id="SECTION_CERT596495515" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_CERT596495515"> Certifications</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596495515_1_388045265" style="
padding-top:0px;
"> <div class="field singlecolumn" id="596495515FRFM1"> Certified Public Accountant</div> </div> </div> <div class="section" id="SECTION_SKLL596495516" style="
padding-top:0px;
"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL596495516"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_596495516_1_388045266" style="
padding-top:0px;
"> <div class="field singlecolumn" id="596495516FRFM1"> <ul> <li> Budgeting, Forecasting, <font> Financial Analysis, Financial Reporting, </font> </li> <li> Cost Accounting, Variance Analysis, Cost Reduction, Standard and Actual Costing, GAAP, Hyperion</li> <li> Continuous Improvement, Inventory Control, Six Sigma trained</li> <li> Certified Public Accountant</li> <li> Results-Oriented Mindset, work under pressure, accountability, adaptability, team player, energized and motivated, excellent interpersonal and communication skills. </li> </ul> </div> </div> </div> </div> | FINANCE |
28,724,469 | FINANCE CUSTOMER CARE REP LEAD Summary Property Manager with vast experience in real estate management. Strengths include sales skills, critical thinking and the ability to communicate with individuals at all levels. Highlights Microsoft Office 2010 Microsoft Project 2007 Sage Timberline Accounting Yardi Voyager Microsoft Office 2010 Suite Sage Timberline Office Yardi Voyager Payroll expertise Fair housing mandates Knowledge of leasing and market conditions Multi-family property management Strong organizational skills Sharp problem solver Training manual contributor Dedicated to process improvement Accomplishments Developed annual budgets, including determining short and long-term goals to support the overall profit and growth objectives. Experience Finance Customer Care Rep Lead , 05/2012 to Current Company Name - City , State Created new processes and systems for increasing customer service satisfaction. Developed highly empathetic client relationships and earned reputation for exceeding customer expectations. Cross-trained and provided back-up for other customer service representatives when needed. Resolved customer/vendor issues timely and accurately Worked under strict deadlines and responded to customer/vendor requests with in 24 hour SLA. Interacted with vendor to follow-up on payment statuses and expedited resolution of payment issues. Promptly responded to general inquiries from members, staff, and clients via mail, e-mail and fax. Processed credit card payments for customers. Created training materials to be used by new hires and as cross training aids for other members of the Finance team. Payroll and AR Manager , 05/2010 to 01/2012 Company Name - City , State Manually process all time cards into the payroll system and clarify any errors for approximately 250+ employees as well as manage payroll of 40 salaried employees. Submit certified payroll to clients verifying all federal guidelines are followed. Executed accounts receivable reporting enhancements and reconciliation procedures. Helped implement biometric time card system. Prepare all monthly AIA construction billings and special clients forms based on work performed and send to client. Make collection calls on all billings submitted and project payment dates. Prepare and update monthly collections report and daily cash collections for Senior Management. Attend all pre-construction meetings for verification of accounting contact information, billing forms, and tax exemption status/certificates. Process weekly payroll, payroll taxes, 401K payments using Sage Timberline Accounting software. Deposited third party checks. Assistant Site Manager , 06/2009 to 01/2010 Company Name - City , State Interviewed prospective tenants and recorded information regarding certain needs and qualifications. Executed daily operations of multiple rental properties. Prepared lease and rental agreements for lessees and collected specified rents and other fees. Arranged for alterations, maintenance, upkeep and reconditioning of property. Prepared and coordinate marketing via various websites. Managed accounts payable and account receivable functions for multiple properties Prepared, edited and distributed letters, memos and inquiry responses. Coordinated the completion of a federal physical inspection which obtained a 99 out of a possible 100 points. Maintained in-depth knowledge of competition through consistent evaluation of market conditions and trends. Collected and kept careful records of rental payments. Handled customer complaints personally to verify they were properly handled. Reviewed completed applications and assessed household information against file history and program regulations. Conducted annual re-examination appointments and housekeeping inspections. Property Manager , 10/2006 to 06/2009 Company Name - City , State Executed daily operations of a 440 unit apartment and townhouse community. Supervised 9 employees, scheduled work hours, resolved conflicts, and determined salaries. Handled all legal proceedings with eviction of tenants. Maintained accounting and budgetary controls for the site. Managed and maintained filing system, ensuring compliance with HUD and IRS. Directed preparation of financial statements and reported on status of properties, including occupancy rates and lease expiration dates. Worked very closely with the local housing authority. Trained new employees on the Yardi system. Program Specialist III , 10/2004 to 10/2006 Company Name - City , State Managed program to ensure that implementation and prescribed activities were carried out in accordance with specified objectives. Assisted in making travel arrangements for diverse conferences and educational opportunities. Researched, compiled, and analyzed data for several projects. Successfully managed a 20-person team who deployed various out reach programs to a targeted community. Created and prepared program reports, expense reports and presentations. Structured and maintained a diverse advisory board. Controlled expenditures in accordance with budget allocations. Reviewed reports and records of activities to ensure progress was being accomplished toward specified program objective. Maintained data base with confidential information. Administrative Assistant , 01/2003 to 10/2004 Company Name - City , State Managed calendar, scheduled meetings, arranged and facilitated presentations for organizations. Served as Administrative contact for clients and external associates. Created and maintained data base for contacts as well as mailing lists. Community Manager , 01/2000 to 01/2003 Company Name - City , State Coordinated the completion of a $4.3 million property renovation with a 90% occupancy rate. Hired and trained new employees in Section 42,8 and 236 housing laws Completed critical first year files of a 176 unit section 42 program. Worked as a floating manager on a number of section 42 properties. Supervised 14 employees, scheduled work hours, resolved conflicts, and determined salaries. Collected and kept careful records of rental payments. Oversaw budgeting process for 3 assigned properties. Monitored and documented all income, including delinquencies. Managed all day-to-day activities involving tenants, subcontractors and property management. Compiled and conveyed all operational and financial data to the regional manager. Education Bachelors : Business and Finance DeVry University - City , State Coursework in Business Management and Finance Skills Accounting, Accounting software, accounts payable, Administrative, AIA, billing, billings, budget, clarify, conferences, client, clients, data base, Senior Management, filing, financial statements, forms, legal, letters, marketing, meetings, Microsoft Office, Office, Microsoft Project, payroll, presentations, progress, Sage, Structured, tax, taxes, Timberline, travel arrangements, websites | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME522437381" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_522437381_1_341163924" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="522437381FNAM1"> </span> <span> </span> <span class="field" id="522437381LNAM1"> FINANCE CUSTOMER CARE REP LEAD</span> </div> <div class="botBorder"> </div> </div> </div> <div class="section" id="SECTION_SUMM522437383" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM522437383"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_522437383_1_341165386" style="
padding-top:0px;
"> <div class="field singlecolumn txtLeft" id="522437383FRFM1"> <p align="LEFT"> Property Manager with vast experience in real estate management. Strengths include sales skills, critical thinking and the ability to communicate with individuals at all levels.</p> </div> </div> </div> <div class="section" id="SECTION_HILT522437384" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT522437384"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_522437384_1_341163934" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="522437384SKC11"> <ul> <li> Microsoft Office 2010</li> <li> Microsoft Project 2007</li> <li> Sage Timberline Accounting</li> <li> Yardi Voyager</li> <li> Microsoft Office 2010 Suite</li> <li> Sage Timberline Office</li> <li> Yardi Voyager</li> <li> Payroll expertise</li> </ul> <br/> </td> <td class="field twocol_2" id="522437384SKC21"> <ul> <li> Fair housing mandates</li> <li> Knowledge of leasing and market conditions</li> <li> Multi-family property management</li> <li> Strong organizational skills</li> <li> Sharp problem solver</li> <li> Training manual contributor</li> <li> Dedicated to process improvement</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM522438081" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM522438081"> Accomplishments</div> </div> <div class="paragraph txtLeft firstparagraph" id="PARAGRAPH_522438081_1_341166516" style="
padding-top:0px;
"> <div class="field singlecolumn" id="522438081FRFM1"> <p align="LEFT"> Developed annual budgets, including determining short and long-term goals to support the overall profit and growth objectives.</p> </div> </div> </div> <div class="section" id="SECTION_EXPR522437385" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR522437385"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_522437385_1_341170974" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="522437385JTIT1"> Finance Customer Care Rep Lead</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="522437385JSTD1"> 05/2012</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="522437385EDDT1"> Current</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="522437385COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="522437385JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="522437385JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="522437385JDES1" itemprop="description"> <p align="LEFT"> Created new processes and systems for increasing customer service satisfaction.</p> <p align="LEFT"> Developed highly empathetic client relationships and earned reputation for exceeding customer expectations.</p> <p align="LEFT"> Cross-trained and provided back-up for other customer service representatives when needed.</p> <p align="LEFT"> Resolved customer/vendor issues timely and accurately </p> <p align="LEFT"> Worked under strict deadlines and responded to customer/vendor requests with in 24 hour SLA.</p> <p align="LEFT"> Interacted with vendor to follow-up on payment statuses and expedited resolution of payment issues.</p> <p align="LEFT"> Promptly responded to general inquiries from members, staff, and clients via mail, e-mail and fax.</p> <p align="LEFT"> Processed credit card payments for customers.</p> <p align="LEFT"> Created training materials to be used by new hires and as cross training aids for other members of the Finance team.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_522437385_2_341163926" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="522437385JTIT2"> Payroll and AR Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="522437385JSTD2"> 05/2010</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="522437385EDDT2"> 01/2012</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="522437385COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="522437385JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="522437385JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="522437385JDES2" itemprop="description"> <ul> <li> Manually process all time cards into the payroll system and clarify any errors for approximately 250+ employees as well as manage payroll of 40 salaried employees.</li> <li> Submit certified payroll to clients verifying all federal guidelines are followed.</li> <li> Executed accounts receivable reporting enhancements and reconciliation procedures.</li> <li> Helped implement biometric time card system.</li> <li> Prepare all monthly AIA construction billings and special clients forms based on work performed and send to client.</li> <li> Make collection calls on all billings submitted and project payment dates.</li> <li> Prepare and update monthly collections report and daily cash collections for Senior Management.</li> <li> Attend all pre-construction meetings for verification of accounting contact information, billing forms, and tax exemption status/certificates.</li> <li> Process weekly payroll, payroll taxes, 401K payments using Sage Timberline Accounting software.</li> <li> Deposited third party checks.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_522437385_3_341163927" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="522437385JTIT3"> Assistant Site Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="522437385JSTD3"> 06/2009</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="522437385EDDT3"> 01/2010</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="522437385COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="522437385JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="522437385JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="522437385JDES3" itemprop="description"> <ul> <li> Interviewed prospective tenants and recorded information regarding certain needs and qualifications.</li> <li> Executed daily operations of multiple rental properties.</li> <li> Prepared lease and rental agreements for lessees and collected specified rents and other fees.</li> <li> Arranged for alterations, maintenance, upkeep and reconditioning of property.</li> <li> Prepared and coordinate marketing via various websites.</li> <li> Managed accounts payable and account receivable functions for multiple properties Prepared, edited and distributed letters, memos and inquiry responses.</li> <li> Coordinated the completion of a federal physical inspection which obtained a 99 out of a possible 100 points.</li> <li> Maintained in-depth knowledge of competition through consistent evaluation of market conditions and trends.</li> <li> Collected and kept careful records of rental payments.</li> <li> Handled customer complaints personally to verify they were properly handled.</li> <li> Reviewed completed applications and assessed household information against file history and program regulations.</li> <li> Conducted annual re-examination appointments and housekeeping inspections.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_522437385_4_341163928" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="522437385JTIT4"> Property Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="522437385JSTD4"> 10/2006</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="522437385EDDT4"> 06/2009</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="522437385COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="522437385JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="522437385JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="522437385JDES4" itemprop="description"> <ul> <li> Executed daily operations of a 440 unit apartment and townhouse community.</li> <li> Supervised 9 employees, scheduled work hours, resolved conflicts, and determined salaries.</li> <li> Handled all legal proceedings with eviction of tenants.</li> <li> Maintained accounting and budgetary controls for the site.</li> <li> Managed and maintained filing system, ensuring compliance with HUD and IRS.</li> <li> Directed preparation of financial statements and reported on status of properties, including occupancy rates and lease expiration dates.</li> <li> Worked very closely with the local housing authority.</li> <li> Trained new employees on the Yardi system.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_522437385_5_341163929" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="522437385JTIT5"> Program Specialist III</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="522437385JSTD5"> 10/2004</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="522437385EDDT5"> 10/2006</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="522437385COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="522437385JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="522437385JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="522437385JDES5" itemprop="description"> <ul> <li> Managed program to ensure that implementation and prescribed activities were carried out in accordance with specified objectives.</li> <li> Assisted in making travel arrangements for diverse conferences and educational opportunities.</li> <li> Researched, compiled, and analyzed data for several projects.</li> <li> Successfully managed a 20-person team who deployed various out reach programs to a targeted community.</li> <li> Created and prepared program reports, expense reports and presentations.</li> <li> Structured and maintained a diverse advisory board.</li> <li> Controlled expenditures in accordance with budget allocations.</li> <li> Reviewed reports and records of activities to ensure progress was being accomplished toward specified program objective.</li> <li> Maintained data base with confidential information.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_522437385_6_341163930" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="522437385JTIT6"> Administrative Assistant</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="522437385JSTD6"> 01/2003</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="522437385EDDT6"> 10/2004</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="522437385COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="522437385JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="522437385JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="522437385JDES6" itemprop="description"> <ul> <li> Managed calendar, scheduled meetings, arranged and facilitated presentations for organizations.</li> <li> Served as Administrative contact for clients and external associates.</li> <li> Created and maintained data base for contacts as well as mailing lists.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_522437385_7_341163932" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="522437385JTIT7"> Community Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="522437385JSTD7"> 01/2000</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="522437385EDDT7"> 01/2003</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="522437385COMP7" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="522437385JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="522437385JSTA7" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="522437385JDES7" itemprop="description"> <ul> <li> Coordinated the completion of a $4.3 million property renovation with a 90% occupancy rate.</li> <li> Hired and trained new employees in Section 42,8 and 236 housing laws Completed critical first year files of a 176 unit section 42 program.</li> <li> Worked as a floating manager on a number of section 42 properties.</li> <li> Supervised 14 employees, scheduled work hours, resolved conflicts, and determined salaries.</li> <li> Collected and kept careful records of rental payments.</li> <li> Oversaw budgeting process for 3 assigned properties.</li> <li> Monitored and documented all income, including delinquencies.</li> <li> Managed all day-to-day activities involving tenants, subcontractors and property management.</li> <li> Compiled and conveyed all operational and financial data to the regional manager.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC522437386" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC522437386"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_522437386_1_341163933" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="522437386DGRE1" itemprop="name"> Bachelors</span> <span> :</span> <span class="programline" dependency="STUY" id="522437386STUY1"> Business and Finance</span> <span class="jobdates" id="522437386GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="522437386SCHO1" itemprop="name"> DeVry University</span> <span> - </span> <span class="joblocation jobcity" id="522437386SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="522437386SSTA1"> State</span> <span class="joblocation jobstate" id="522437386SCNT1"> </span> </span> <span class="paddedline txtLeft"> <span class="field" id="522437386FRFM1"> <p align="LEFT"> Coursework in Business Management and Finance</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL522437388" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL522437388"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_522437388_1_341163936" style="
padding-top:0px;
"> <div class="field singlecolumn txtLeft" id="522437388FRFM1"> <p align="LEFT"> Accounting, Accounting software, accounts payable, Administrative, AIA, billing, billings, budget, clarify, conferences, client, clients, data base, Senior Management, filing, financial statements, forms, legal, letters, marketing, meetings, Microsoft Office, Office, Microsoft Project, payroll, presentations, progress, Sage, Structured, tax, taxes, Timberline, travel arrangements, websites</p> </div> </div> </div> </div> | FINANCE |
18,636,651 | FINANCE AND OPERATIONS MANAGER Executive Profile Results-driven, efficiency-conscious International Business Management Executive with extensive experience including financial management, organizational development, business development and team building within diverse industries. Skilled in planning, coordinating and executing successful strategic business and financial programs, with track record of improving operational stability, efficiency, and profitability. In-depth knowledge of a diverse array of core financial and business processes, with demonstrated capacity to successfully improve bottom-line profitability, and further corporate objectives. Collaborate with senior stakeholders to effectively prioritize activities and achieve defined objectives, translating business requirements into solutions to achieve corporate performance goals and targets. Skill Highlights Organizational Development Business Development and Expansion in Domestic and International Markets Global Business Expertise Financial and Strategic Planning and Execution Contracts Management Risk Management Staff Development and Management Multimillion-dollar P&L Management Budget and Forecasting Development and Management Policy and Process Development and Implementation Financial Reporting and Analysis Performance Management/Project Accounting Maintain Service Relationships Professional Experience Finance and Operations Manager , 03/2015 to 09/2016 Company Name - City , State A senior business partner participating in the development of the strategic direction, leadership, management and growth of the organization. Key accomplishments include: Led the 2016 strategic planning process (Oct 2015) resulting in a detailed 2016 delivery plan for all departments with a 3yr outlook. Developed a timely and accurate financial and operations reporting package to management highlighting business issues, potential risks and profit opportunities. Developed budget and forecasting models and metrics (including rates, utilization and global cash management analysis) Recommended innovative alternatives to generate revenue and reduce unnecessary costs resulting in revised business and contract negotiation practices. Negotiated and reviewed business contracts with profitability and financial success in mind resulting in accelerated AR collections and increased cash opportunities. Ensure company and individual compliance in all countries where performing work (visas, statutory and tax filings). Researched and implemented a robust 401K plan for US employees resulting in a 35% savings over previous plan. Chief Financial Officer , 03/2000 to 05/2014 Company Name - City , State An executive business partner participating in the strategic leadership, management and growth of the company spanning over 14 years. Initially leading the company's turnaround initiative to growing the business from $8M with offices in two countries to over $80M with offices, registrations and personnel in over 25 countries. Grew the Finance and Accounting function from 4 people in two countries to a fully international function with global staffing in three regions supporting the world-wide organization. As a member of the executive leadership and management teams since 2001 participated in the creation and implementation of the company's corporate strategy and policies. Key accomplishments Include: Executive Leadership: Served as key contributing member to Leadership and Executive teams Strategic planning partner Led and managed the M&A activity for company (3 in total with the final resulting in a company acquisition). Served as company Secretary/Treasurer Served on the Board of Directors Business Development: Led company financial turnaround initiative Successfully grew business by 24% year over year (including 51% in 2011, 31% in 2012, and 16% in 2013) Led the international expansion process resulting in 8 offices and 25 country registrations around the globe Multinational/Multi-currency/Multi Business Unit ERP Implementation Financial Management: Multimillion-dollar global P&L management Managed international finance function with multiple business unit reporting and analysis including heavy foreign exchange and multi-currency aspects Led and managed annual strategic global planning process Led annual budgeting and forecasting process and on-going management Managed 8 annual global financial audits and reviews, and complex tax preparation in multiple jurisdictions Created policy and procedures for best practices Legal and Commercial: Responsible for creating and defining global company architecture Negotiated and finalized all company contracts including client contracts, product agreements, service agreements, software license agreements, nondisclosure agreements and vendor agreements. Led and managed the Broader Ownership program to grow and diversify ownership base Risk Management: Implemented a global commercial risk program Responsible for global commercial insurance coverage and renewal process Effective negotiations resulting in holding cost constant for 3 years in a row in a high revenue growth environment People Management: Multinational staff recruitment, development and management in three regions supporting the world-wide organization Created and managed the legal/contracts department and staff Managed multicultural dynamics remotely for global staff Assessed departmental training needs to establish core competencies and set consistent skill sets for global accounting and finance staff Controller , 09/1997 to 03/2000 Company Name - City , State Led and managed the full Accounting and Finance function including all aspects of reporting, analysis, budgeting and project accounting and management; as well as risk management, human resource management, company policy development and management. Evaluated ROI on key business programs. Led the evaluation, analysis and implementation of new accounting system. Controller , 08/1988 to 09/1997 Company Name - City , State Managed the full Accounting and Finance function including all aspects of reporting, analysis, budgeting and project accounting and management. Negotiated and reviewed business contracts and financial models with profitability and financial success in mind. Led the modeling, planning and execution of all financial processes. Created detailed financial models and analytical tools to facilitate variance analysis. Implemented effective risk management program, human resource development and management including company retirement program, company policy development and management, and administrative management. Evaluated, analyzed and implemented new accounting software system. Education BBA : Finance and Accounting St Edwards University - City , State , USA Technology Skills MS Office, MS Project, Visio, Microsoft Dynamics GP, Epicor, QuickBooks, Salesforce, Projector PSA | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME907567118" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_907567118_1_595519577" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="907567118FNAM1"> </span> <span> </span> <span class="field" id="907567118LNAM1"> FINANCE AND OPERATIONS MANAGER</span> </div> <div class="botBorder"> </div> </div> </div> <div class="section" id="SECTION_SUMM907567135" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM907567135"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_907567135_1_595519582" style="padding-top:0px;"> <div class="field singlecolumn txtLeft" id="907567135FRFM1"> <p align="LEFT"> Results-driven, efficiency-conscious International Business Management Executive with extensive experience including financial management, organizational development, business development and team building within diverse industries. Skilled in planning, coordinating and executing successful strategic business and financial programs, with track record of improving operational stability, efficiency, and profitability. In-depth knowledge of a diverse array of core financial and business processes, with demonstrated capacity to successfully improve bottom-line profitability, and further corporate objectives. Collaborate with senior stakeholders to effectively prioritize activities and achieve defined objectives, translating business requirements into solutions to achieve corporate performance goals and targets.</p> </div> </div> </div> <div class="section" id="SECTION_HILT907567136" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT907567136"> Skill Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_907567136_1_595519583" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="907567136SKC11"> <ul> <li> Organizational Development</li> <li> Business Development and Expansion in Domestic and International Markets</li> <li> Global Business Expertise</li> <li> Financial and Strategic Planning and Execution</li> <li> Contracts Management</li> <li> Risk Management</li> <li> Staff Development and Management </li> </ul> </td> <td class="field twocol_2" id="907567136SKC21"> <ul> <li> Multimillion-dollar P&L Management </li> <li> Budget and Forecasting Development and Management</li> <li> Policy and Process Development and Implementation</li> <li> Financial Reporting and Analysis</li> <li> Performance Management/Project Accounting</li> <li> Maintain Service Relationships</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR907567137" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR907567137"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_907567137_1_595519584" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="907567137JTIT1"> Finance and Operations Manager</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="907567137JSTD1"> 03/2015</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="907567137EDDT1"> 09/2016</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="907567137COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="907567137JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="907567137JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="907567137JDES1" itemprop="description"> <p style="text-align: left;"> A senior business partner participating in the development of the strategic direction, leadership, management and growth of the organization. Key accomplishments include:</p> <ul> <li> Led the 2016 strategic planning process (Oct 2015) resulting in a detailed 2016 delivery plan for all departments with a 3yr outlook.</li> <li> Developed a timely and accurate financial and operations reporting package to management highlighting business issues, potential risks and profit opportunities.</li> <li> Developed budget and forecasting models and metrics (including rates, utilization and global cash management analysis)</li> <li> Recommended innovative alternatives to generate revenue and reduce unnecessary costs resulting in revised business and contract negotiation practices.</li> <li> Negotiated and reviewed business contracts with profitability and financial success in mind resulting in accelerated AR collections and increased cash opportunities.</li> <li> Ensure company and individual compliance in all countries where performing work (visas, statutory and tax filings).</li> <li> Researched and implemented a robust 401K plan for US employees resulting in a 35% savings over previous plan.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_907567137_2_595519585" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:10px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="907567137JTIT2"> Chief Financial Officer</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="907567137JSTD2"> 03/2000</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="907567137EDDT2"> 05/2014</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="907567137COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="907567137JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="907567137JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="907567137JDES2" itemprop="description"> <p align="LEFT"> An executive business partner participating in the strategic leadership, management and growth of the company spanning over 14 years. Initially leading the company's turnaround initiative to growing the business from $8M with offices in two countries to over $80M with offices, registrations and personnel in over 25 countries. Grew the Finance and Accounting function from 4 people in two countries to a fully international function with global staffing in three regions supporting the world-wide organization. As a member of the executive leadership and management teams since 2001 participated in the creation and implementation of the company's corporate strategy and policies. Key accomplishments Include:</p> <p align="LEFT"> <i> Executive Leadership:</i> </p> <ul> <li> Served as key contributing member to Leadership and Executive teams </li> <li> Strategic planning partner</li> <li> Led and managed the M&A activity for company (3 in total with the final resulting in a company acquisition).</li> <li> Served as company Secretary/Treasurer </li> <li> Served on the Board of Directors</li> </ul> <p align="LEFT"> <i> Business Development:</i> </p> <ul> <li> Led company financial turnaround initiative </li> <li> Successfully grew business by 24% year over year (including 51% in 2011, 31% in 2012, and 16% in 2013)</li> <li> Led the international expansion process resulting in 8 offices and 25 country registrations around the globe</li> <li> Multinational/Multi-currency/Multi Business Unit ERP Implementation</li> </ul> <p align="LEFT"> <i> Financial Management: </i> </p> <ul> <li> Multimillion-dollar global P&L management </li> <li> Managed international finance function with multiple business unit reporting and analysis including heavy foreign exchange and multi-currency aspects</li> <li> Led and managed annual strategic global planning process</li> <li> Led annual budgeting and forecasting process and on-going management</li> <li> Managed 8 annual global financial audits and reviews, and complex tax preparation in multiple jurisdictions</li> <li> Created policy and procedures for best practices </li> </ul> <p align="LEFT"> <i> Legal and Commercial:</i> </p> <ul> <li> Responsible for creating and defining global company architecture</li> <li> Negotiated and finalized all company contracts including client contracts, product agreements, service agreements, software license agreements, nondisclosure agreements and vendor agreements.</li> <li> Led and managed the Broader Ownership program to grow and diversify ownership base</li> </ul> <p align="LEFT"> <i> Risk Management:</i> </p> <ul> <li> Implemented a global commercial risk program</li> <li> Responsible for global commercial insurance coverage and renewal process</li> <li> Effective negotiations resulting in holding cost constant for 3 years in a row in a high revenue growth environment</li> </ul> <p align="LEFT"> <i> People Management: </i> </p> <ul> <li> Multinational staff recruitment, development and management in three regions supporting the world-wide organization </li> <li> Created and managed the legal/contracts department and staff</li> <li> Managed multicultural dynamics remotely for global staff</li> <li> Assessed departmental training needs to establish core competencies and set consistent skill sets for global accounting and finance staff</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_907567137_3_595519587" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:5px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="907567137JTIT3"> Controller</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="907567137JSTD3"> 09/1997</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="907567137EDDT3"> 03/2000</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="907567137COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="907567137JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="907567137JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="907567137JDES3" itemprop="description"> <p align="LEFT"> Led and managed the full Accounting and Finance function including all aspects of reporting, analysis, budgeting and project accounting and management; as well as risk management, human resource management, company policy development and management. Evaluated ROI on key business programs. Led the evaluation, analysis and implementation of new accounting system.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_907567137_4_595519588" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:5px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="907567137JTIT4"> Controller</span> <span> , </span> <span class="jobdates" format="%m/%Y" id="907567137JSTD4"> 08/1988</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="907567137EDDT4"> 09/1997</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="907567137COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="907567137JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="907567137JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline txtLeft"> <span class="jobline txtLeft" id="907567137JDES4" itemprop="description"> <p align="LEFT"> Managed the full Accounting and Finance function including all aspects of reporting, analysis, budgeting and project accounting and management. Negotiated and reviewed business contracts and financial models with profitability and financial success in mind. Led the modeling, planning and execution of all financial processes. Created detailed financial models and analytical tools to facilitate variance analysis. Implemented effective risk management program, human resource development and management including company retirement program, company policy development and management, and administrative management. Evaluated, analyzed and implemented new accounting software system.</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC907567138" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC907567138"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_907567138_1_595519589" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="907567138DGRE1" itemprop="name"> BBA</span> <span> :</span> <span class="programline" dependency="STUY" id="907567138STUY1"> Finance and Accounting</span> <span class="jobdates" id="907567138GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="907567138SCHO1" itemprop="name"> St Edwards University</span> <span> - </span> <span class="joblocation jobcity" id="907567138SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="907567138SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="907567138SCNT1"> USA</span> </span> <span class="paddedline txtLeft"> <span class="field" id="907567138FRFM1"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL907567139" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL907567139"> Technology Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_907567139_1_595519590" style="padding-top:0px;"> <div class="field singlecolumn txtLeft" id="907567139FRFM1"> <p style="text-align: center;"> MS Office, MS Project, Visio, Microsoft Dynamics GP, Epicor, QuickBooks, Salesforce, Projector PSA</p> </div> </div> </div> </div> | FINANCE |
59,777,056 | FINANCE PROJECT COORDINATOR Summary Accommodating Project Coordinator who effectively manages strict deadlines, schedules and repetitive tasks with a positive, can-do attitude. Areas of strength include professionalism, high level organizational skills, detail oriented, multi-tasking capabilities, self-directed resourceful learner and ability to adapt easily to change. Highlights Financial statement analysis Account reconciliation expert General ledger accounting Strength in regulatory reporting Self-directed Adobe software proficiency Effective time management Strong organizational skills Superior research skills Flexible team player Advanced computer proficiency (PC) Accomplishments Process Improvement Oversaw implementation of cash applications system which resulted in more cost-effective service. Increased office organization with the implementation of an improved cash management and accounting system. Research Investigated and analyzed operational processes to identify and resolve bottlenecks within internal operations. Data Organization Improved office organization by compiling quarterly budget reports, financial spreadsheets, organizational charts and company data reports using advanced Microsoft Excel functions for CFO and ownership. Maintain status reports to provide management with updated information for client projects and contracted accounts. Training Successfully trained Accounts Receivables & Adjudication departments on accounting software (Sage Accpac 300 ERP) and associated databases, policies and procedures while focusing on minimizing errors and generating superior results. Experience Company Name July 2012 to Current Finance Project Coordinator City , State Monitor regulatory activity to maintain compliance with health care records and document management laws. Implement electronic document processing, retrieval, and distribution systems in collaboration with other information technology specialists. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software. Company Name February 2012 to June 2012 MD Verification Division-Temp Contract Position City , State Verification of medical prescriptions for accuracy with medical offices and pharmacists. Use of telephone etiquette, data entry, and daily goal-oriented objectives. Company Name January 2011 to February 2012 Compound Pharmacy Technician City , State Transfer medication from vials to the appropriate number of sterile, disposable syringes, using aseptic techniques. Receive written prescription or refill requests and verify that information is complete and accurate. Pre-package bulk medicines, fill bottles with prescribed medications, and type and affix labels. Mix pharmaceutical preparations, according to written prescriptions. Compound and dispense medications as prescribed by doctors, by calculating, weighing, measuring, and mixing ingredients. Company Name March 2006 to June 2009 Quality Control Specialist -Compliance Coordinator City , State Reviewed and monitored mortgage loan files for completeness and accuracy. (~100 files monthly) Helped to transition company from paper to electronic storage by scanning and logging hard copies to file. Data entry of new and set to close file submissions. Held quarterly update meetings on company policy & procedures. Trained newly hired processors on databases and procedures. Assisted with company policy and procedure manual; coordinated with FDIC representative with internal company policies associated with the Fair Lending Act. Education Liberty University 2014 Bachelor of Science : Business Administration City , State , US Minor in Biblical Studies Deans List Academic Achievement Award (2013) Coursework in Human Resources, Community and Public Health, Non-Profit Management, Strategic Planning & Management, Advanced Computer Applications, Economics, Organizational Behavior, Marketing, and theological studies. Skills Proficient in Microsoft Office Suite Applications [Windows,Word,Excel,PowerPoint,Outlook] MS Office Cloud experience [Drive, Office 360] Reporting - (excel based) forecasting, trending, administration. Excellent in interpersonal, verbal and written communication skills. Work with outside vendors and peers to complete projects in alignment with company financial goals. Manage daily activities and workload of AR financial department for company Controller. Ability to conduct monthly and quarterly meetings to discuss department goals and objectives. Strong Organizational skills, juggling multiple tasks and handling stressful situations. Extremely resourceful; there's always a solution to a given situation. Desktop Publishing Software: Photoshop, Wordpress, HTML (<> | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME565107010" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_565107010_1_368158336" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="565107010FNAM1"> </span> <span> </span> <span class="field" id="565107010LNAM1"> FINANCE PROJECT COORDINATOR</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM565107012" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM565107012"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_565107012_1_368158339" style="
padding-top:0px;
"> <div class="field singlecolumn" id="565107012FRFM1"> <p align="LEFT"> Accommodating Project Coordinator who effectively manages strict deadlines, schedules and repetitive tasks with a positive, can-do attitude. Areas of strength include professionalism, high level organizational skills, detail oriented, multi-tasking capabilities, self-directed resourceful learner and ability to adapt easily to change. </p> </div> </div> </div> <div class="section" id="SECTION_HILT565107013" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT565107013"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_565107013_1_368158340" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="565107013SKC11"> <p align="LEFT"> Financial statement analysis</p> <p align="LEFT"> Account reconciliation expert</p> <p align="LEFT"> General ledger accounting</p> <p align="LEFT"> Strength in regulatory reporting</p> <p align="LEFT"> Self-directed</p> <br/> </td> <td class="field twocol_2" id="565107013SKC21"> <ul> <li> Adobe software proficiency</li> <li> Effective time management</li> <li> Strong organizational skills</li> <li> Superior research skills</li> <li> Flexible team player</li> <li> Advanced computer proficiency (PC)</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM565107391" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM565107391"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_565107391_1_376284126" style="
padding-top:0px;
"> <div class="field singlecolumn" id="565107391FRFM1"> <br/> <p align="LEFT"> <i> Process Improvement</i> </p> <ul> <li> Oversaw implementation of cash applications system which resulted in more cost-effective service.</li> <li> Increased office organization with the implementation of an improved cash management and accounting system. </li> </ul> <p align="LEFT"> <i> Research</i> </p> <ul> <li> Investigated and analyzed operational processes to identify and resolve bottlenecks within internal operations.</li> </ul> <p align="LEFT"> <i> Data Organization</i> </p> <ul> <li> Improved office organization by compiling quarterly budget reports, financial spreadsheets, organizational charts and company data reports using advanced Microsoft Excel functions for CFO and ownership. </li> <li> Maintain status reports to provide management with updated information for client projects and contracted accounts.</li> </ul> <p align="LEFT"> <i> Training</i> </p> <ul> <li> Successfully trained Accounts Receivables & Adjudication departments on accounting software (Sage Accpac 300 ERP) and associated databases, policies and procedures while focusing on minimizing errors and generating superior results.</li> </ul> <br/> </div> </div> </div> <div class="section" id="SECTION_EXPR565107014" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR565107014"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_565107014_1_368158341" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="565107014COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="565107014JSTD1"> July 2012</span> <span> to </span> <span class="jobdates" format="%B %Y" id="565107014EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="565107014JTIT1"> Finance Project Coordinator</span> <br/> <span class="joblocation jobcity" id="565107014JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="565107014JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="565107014JDES1" itemprop="description"> <p align="LEFT"> Monitor regulatory activity to maintain compliance with health care records and document management laws. Implement electronic document processing, retrieval, and distribution systems in collaboration with other information technology specialists. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_565107014_2_368158342" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:5px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="565107014COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="565107014JSTD2"> February 2012</span> <span> to </span> <span class="jobdates" format="%B %Y" id="565107014EDDT2"> June 2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="565107014JTIT2"> MD Verification Division-Temp Contract Position</span> <br/> <span class="joblocation jobcity" id="565107014JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="565107014JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="565107014JDES2" itemprop="description"> <p align="LEFT"> Verification of medical prescriptions for accuracy with medical offices and pharmacists. Use of telephone etiquette, data entry, and daily goal-oriented objectives. </p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_565107014_3_368158343" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="565107014COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="565107014JSTD3"> January 2011</span> <span> to </span> <span class="jobdates" format="%B %Y" id="565107014EDDT3"> February 2012</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="565107014JTIT3"> Compound Pharmacy Technician</span> <br/> <span class="joblocation jobcity" id="565107014JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="565107014JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="565107014JDES3" itemprop="description"> <p align="LEFT"> Transfer medication from vials to the appropriate number of sterile, disposable syringes, using aseptic techniques. Receive written prescription or refill requests and verify that information is complete and accurate. Pre-package bulk medicines, fill bottles with prescribed medications, and type and affix labels. Mix pharmaceutical preparations, according to written prescriptions. Compound and dispense medications as prescribed by doctors, by calculating, weighing, measuring, and mixing ingredients.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_565107014_4_376289222" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname" id="565107014COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%B %Y" id="565107014JSTD4"> March 2006</span> <span> to </span> <span class="jobdates" format="%B %Y" id="565107014EDDT4"> June 2009</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="jobtitle" id="565107014JTIT4"> Quality Control Specialist -Compliance Coordinator</span> <br/> <span class="joblocation jobcity" id="565107014JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="565107014JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="565107014JDES4" itemprop="description"> <p align="LEFT"> Reviewed and monitored mortgage loan files for completeness and accuracy. (~100 files monthly) </p> <p align="LEFT"> Helped to transition company from paper to electronic storage by scanning and logging hard copies to file. </p> <p align="LEFT"> Data entry of new and set to close file submissions.</p> <p align="LEFT"> Held quarterly update meetings on company policy & procedures.</p> <p align="LEFT"> Trained newly hired processors on databases and procedures. </p> <p align="LEFT"> Assisted with company policy and procedure manual; coordinated with FDIC representative with internal company policies associated with the Fair Lending Act. </p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC565107015" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC565107015"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_565107015_1_368158344" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="565107015SCHO1" itemprop="name"> Liberty University</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="565107015GRYR1"> 2014</span> <span> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="565107015DGRE1" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="565107015STUY1"> Business Administration</span> </span> <span class="paddedline"> <span class="joblocation jobcity" id="565107015SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="565107015SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="565107015SCNT1"> US</span> </span> <span class="paddedline"> <span class="field" id="565107015FRFM1"> <p align="LEFT"> Minor in Biblical Studies</p> <p align="LEFT"> Deans List Academic Achievement Award (2013)</p> <p align="LEFT"> Coursework in Human Resources, Community and Public Health, Non-Profit Management, Strategic Planning & Management, Advanced Computer Applications, Economics, Organizational Behavior, Marketing, and theological studies. </p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL565107017" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL565107017"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_565107017_1_368158346" style="
padding-top:0px;
"> <div class="field singlecolumn" id="565107017FRFM1"> <ul> <li> Proficient in Microsoft Office Suite Applications [Windows,Word,Excel,PowerPoint,Outlook] </li> <li> MS Office Cloud experience [Drive, Office 360]</li> <li> Reporting - (excel based) forecasting, trending, administration.</li> <li> Excellent in interpersonal, verbal and written communication skills.</li> <li> Work with outside vendors and peers to complete projects in alignment with company financial goals. </li> <li> Manage daily activities and workload of AR financial department for company Controller. </li> <li> Ability to conduct monthly and quarterly meetings to discuss department goals and objectives.</li> <li> Strong Organizational skills, juggling multiple tasks and handling stressful situations. </li> <li> Extremely resourceful; there's always a solution to a given situation.</li> <li> Desktop Publishing Software: Photoshop, Wordpress, HTML (<></li> </ul> <br/> </div> </div> </div> </div> | FINANCE |
22,492,537 | FINANCE AND OPERATIONS MANAGER Summary Dedicated to accurate, automated and systematized flow of information Analytical accounting and bookkeeping professional with 12 years of bookkeeping experience in preparation, analysis, and reporting of financial performance. Proven professional focused on enhanced productivity, automation and financial control. Consistently exceed challenging business objectives. Demonstrated ability to provide comprehensive support for executive-level staff. Proven track record of accurately completing research and reporting to management. Adept at developing and maintaining detailed pricing strategies (profit margin and cost analysis), forecasting, budgeting and inventory management. Noted efficiency in collections and maintaining current status of aging reports. Highly focused and organized in supporting complex, deadline driven operations; efficient and effective in multi-task situations. Able to prioritize and achieve organizational objectives. Collaborated with CPA's and C-Level Management. Highlights Microsoft Office System, QuickBooks, Microsoft Windows operating system, and Salesforce. Payroll services include: Trax, ADP, Accuchex, Sure Payroll, Wells Fargo and Intuit. Participate in Intuit's Continuing Research Program conducting case studies with QuickBooks software. Public and private accounting Cost accounting Budget analysis Account reconciliations Cash-flow report generation Accomplishments Accounting Skills Operated computers programmed with accounting software to record, store, and analyze information. Auditing Extensive experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations (A-133). General Ledger Accounts Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions. Experience Finance and Operations Manager May 2010 to December 2014 Company Name - City , State Served as the primary financial support to the Executive Director managing a $1.2-1.7 million budget for a non-profit organization specializing in early literacy for underserved children. Prepared monthly financial statements, sales tax and payroll records. Maintained Accounts Receivable, Accounts Payable records and conducted reconciliations for both credit cards and bank statements. Audited and reconciled three years of financial data left unresolved from previous accountant. Reconstructed organizations records for all five bay area regions. Compiled all supporting documentation in preparation for IRS audit and 990 Tax Filing. Responsible for placing all orders to vendors; forecasting; developed strong vendor relations. Implemented fund accounting to track all Restricted Funds in both QuickBooks and in Excel. Kept track of approximately 75 Restricted Grants and released funds when necessary. Collaborated with five Regional Managers on Grant Obligations. Updated and revised the Chart of Accounts. Bookkeeping Services - Various Bay Area locations. Executed accounts receivable reporting enhancements and reconciliation procedures.Managed accounting operations, accounting close, account reporting and reconciliations.Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.Prepared financial and regulatory reports required by laws, regulations or boards of directors.Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget. Full Charge Bookkeeper January 2003 to Current Company Name - City , State Managed accounting operations, accounting close, account reporting and reconciliations.Evaluated accounting requirements during discovery meetings with potential clientsPerformed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.Performed field audits on wide variety of clientele using Quick Books System Senior Buyer / Accounting Assistant January 1987 to January 2003 Company Name - City , State Served as high-level support to General Manager/Production Manager of manufacturer of packaging products and corrugated displays with over $12 million in annual revenue. Performed a variety of key vendor relations functions, such as, pricing strategies, improved communication skills, and enhanced quality. Developed spreadsheets to improve and inform quality and initiated quarterly supplier meetings. Prepared meeting agendas and carefully monitor all action items. Reduced inventory by 55% through negotiations with our suppliers. Maintained packaging inventory that resulted in a cost savings of 20% overall. Created extensive Excel forecasting analysis spreadsheets. Coordinated and managed vendor meetings and internal quality improvement teams (ISO 9000 Purchasing Leader). Developed presentations and created Excel graphs and reports for meetings. Coordinated and organized the company picnics and special events. Education BS/BA : Business Administration , 1994 University of Phoenix - City , State , USA Business Administration Bachelor's Degree Skills Accounts Payable, Accounts Receivable, ADP, Bookkeeping, budgets, budget, communication skills, credit, clientele, clients, documentation, special events, Filing, financials, financial, financial statements, forecasting, Funds, General Manager, Grants, graphs, inventory, ISO 9000, Director, managing, meetings, Excel, Microsoft Office, Microsoft Windows, negotiations, operating system, packaging, Payroll, presentations, pricing, Production Manager, profit, Purchasing, quality, quality improvement, QuickBooks, Research, sales, spreadsheets, Tax, vendor relations | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME535113134" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_535113134_1_349414214" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="535113134FNAM1"> </span> <span> </span> <span class="field" id="535113134LNAM1"> FINANCE AND OPERATIONS MANAGER</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM535113136" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM535113136"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535113136_1_349414221" style="
padding-top:0px;
"> <div class="field singlecolumn" id="535113136FRFM1"> Dedicated to accurate, automated and systematized flow of information Analytical accounting and bookkeeping professional with 12 years of bookkeeping experience in preparation, analysis, and reporting of financial performance. Proven professional focused on enhanced productivity, automation and financial control. Consistently exceed challenging business objectives. Demonstrated ability to provide comprehensive support for executive-level staff. Proven track record of accurately completing research and reporting to management. Adept at developing and maintaining detailed pricing strategies (profit margin and cost analysis), forecasting, budgeting and inventory management. Noted efficiency in collections and maintaining current status of aging reports. Highly focused and organized in supporting complex, deadline driven operations; efficient and effective in multi-task situations. Able to prioritize and achieve organizational objectives. Collaborated with CPA's and C-Level Management. </div> </div> </div> <div class="section" id="SECTION_HILT535113137" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT535113137"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535113137_1_349414223" style="
padding-top:0px;
"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="535113137SKC11"> <p align="LEFT"> Microsoft Office System, QuickBooks, Microsoft Windows operating system, and Salesforce. Payroll services include: Trax, ADP, Accuchex, Sure Payroll, Wells Fargo and Intuit. Participate in Intuit's Continuing Research Program conducting case studies with QuickBooks software.</p> <br/> </td> <td class="field twocol_2 charspace" id="535113137SKC21"> <ul> <li> Public and private accounting</li> <li> Cost accounting</li> <li> Budget analysis</li> <li> Account reconciliations</li> <li> Cash-flow report generation</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_ACCM535113664" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_ACCM535113664"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535113664_1_349415833" style="
padding-top:0px;
"> <div class="field singlecolumn" id="535113664FRFM1"> <p align="LEFT"> <i> Accounting Skills</i> </p> <ul> <li> Operated computers programmed with accounting software to record, store, and analyze information. </li> </ul> <p align="LEFT"> <i> Auditing</i> </p> <ul> <li> Extensive experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations (A-133). </li> </ul> <p align="LEFT"> <i> General Ledger Accounts</i> </p> <ul> <li> Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions. </li> </ul> <br/> </div> </div> </div> <div class="section" id="SECTION_EXPR535113138" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR535113138"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535113138_1_349414216" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="535113138JTIT1"> Finance and Operations Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="535113138JSTD1"> May 2010</span> <span> to </span> <span class="jobdates" format="%B %Y" id="535113138EDDT1"> December 2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="535113138COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="535113138JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="535113138JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="535113138JDES1" itemprop="description"> <ul> <li> Served as the primary financial support to the Executive Director managing a $1.2-1.7 million budget for a non-profit organization specializing in early literacy for underserved children.</li> <li> Prepared monthly financial statements, sales tax and payroll records.</li> <li> Maintained Accounts Receivable, Accounts Payable records and conducted reconciliations for both credit cards and bank statements.</li> <li> Audited and reconciled three years of financial data left unresolved from previous accountant.</li> <li> Reconstructed organizations records for all five bay area regions.</li> <li> Compiled all supporting documentation in preparation for IRS audit and 990 Tax Filing.</li> <li> Responsible for placing all orders to vendors; forecasting; developed strong vendor relations.</li> <li> Implemented fund accounting to track all Restricted Funds in both QuickBooks and in Excel.</li> <li> Kept track of approximately 75 Restricted Grants and released funds when necessary.</li> <li> Collaborated with five Regional Managers on Grant Obligations.</li> <li> Updated and revised the Chart of Accounts.</li> <li> Bookkeeping Services - Various Bay Area locations.</li> </ul> <p align="LEFT"> Executed accounts receivable reporting enhancements and reconciliation procedures.Managed accounting operations, accounting close, account reporting and reconciliations.Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.Prepared financial and regulatory reports required by laws, regulations or boards of directors.Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_535113138_2_349414217" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="535113138JTIT2"> Full Charge Bookkeeper</span> <br/> <span> <span class="jobdates" format="%B %Y" id="535113138JSTD2"> January 2003</span> <span> to </span> <span class="jobdates" format="%B %Y" id="535113138EDDT2"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="535113138COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="535113138JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="535113138JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="535113138JDES2" itemprop="description"> <ul> <li> Managed accounting operations, accounting close, account reporting and reconciliations.Evaluated accounting requirements during discovery meetings with potential clientsPerformed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.Performed field audits on wide variety of clientele using Quick Books System</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_535113138_3_349414218" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="535113138JTIT3"> Senior Buyer / Accounting Assistant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="535113138JSTD3"> January 1987</span> <span> to </span> <span class="jobdates" format="%B %Y" id="535113138EDDT3"> January 2003</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="535113138COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="535113138JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="535113138JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="535113138JDES3" itemprop="description"> <ul> <li> Served as high-level support to General Manager/Production Manager of manufacturer of packaging products and corrugated displays with over $12 million in annual revenue.</li> <li> Performed a variety of key vendor relations functions, such as, pricing strategies, improved communication skills, and enhanced quality.</li> <li> Developed spreadsheets to improve and inform quality and initiated quarterly supplier meetings.</li> <li> Prepared meeting agendas and carefully monitor all action items.</li> <li> Reduced inventory by 55% through negotiations with our suppliers.</li> <li> Maintained packaging inventory that resulted in a cost savings of 20% overall.</li> <li> Created extensive Excel forecasting analysis spreadsheets.</li> <li> Coordinated and managed vendor meetings and internal quality improvement teams (ISO 9000 Purchasing Leader).</li> <li> Developed presentations and created Excel graphs and reports for meetings.</li> <li> Coordinated and organized the company picnics and special events.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC535113139" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC535113139"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535113139_1_349414219" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="535113139DGRE1" itemprop="name"> BS/BA</span> <span> : </span> <span class="programline" dependency="STUY" id="535113139STUY1"> Business Administration</span> <span> , </span> <span class="jobdates" id="535113139GRYR1"> 1994</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="535113139SCHO1" itemprop="name"> University of Phoenix</span> <span> - </span> <span class="joblocation jobcity" id="535113139SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="535113139SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="535113139SCNT1"> USA</span> </span> <span class="paddedline"> <span class="field" id="535113139FRFM1"> <p align="LEFT"> Business Administration</p> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_535113139_2_349414220" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="535113139DGRE2" itemprop="name"> Bachelor's Degree</span> <span class="programline" dependency="STUY" id="535113139STUY2"> </span> <span class="jobdates" id="535113139GRYR2"> </span> </span> <span class="paddedline"> <span class="field" id="535113139FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL535113140" style="
padding-top:0px;
"> </div> <div class="section" id="SECTION_SKLL535113149" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL535113149"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_535113149_1_349414224" style="
padding-top:0px;
"> <div class="field singlecolumn" id="535113149FRFM1"> <p align="LEFT"> Accounts Payable, Accounts Receivable, ADP, Bookkeeping, budgets, budget, communication skills, credit, clientele, clients, documentation, special events, Filing, financials, financial, financial statements, forecasting, Funds, General Manager, Grants, graphs, inventory, ISO 9000, Director, managing, meetings, Excel, Microsoft Office, Microsoft Windows, negotiations, operating system, packaging, Payroll, presentations, pricing, Production Manager, profit, Purchasing, quality, quality improvement, QuickBooks, Research, sales, spreadsheets, Tax, vendor relations</p> </div> </div> </div> </div> | FINANCE |
24,967,652 | MANAGER OF FINANCE Professional Summary Highly motivated individual with demonstrated proficiency in listening to clients needs, and formulating the tactical plan to achieve the best results for all parties involved. Constantly explores new and challenging opportunities to further elevate client loyalty and boost revenues. Known for honesty, integrity and a genuine passion for setting and achieving goals for self, while helping others attain theirs. Superior interpersonal dynamics interface seamlessly with others from all levels, backgrounds and cultures. Respected for maintaining a professional and positive demeanor. Career Achievements Quickly recognized financial instability within the company. Immediately identified the cause and formulated a plan that successfully resulted in the avoidance of bankruptcy which showed the stability needed to acquire an additional million dollars from investors. Finance and Operations Director for a multi million dollar premium finance company as well as agent within the parent company, simultaneously. Developed professional partnerships through interpersonal skills, integrity and honesty. Successfully obtained licenses through the state of North Carolina allowing me to become an Insurance agent for Property and Casualty for home and auto. Developed and streamlined a system of "checks and balances" to ensure proper resolution of financial situations, resulting in a 95% return of premium after cancellation. Trained 27 agents on standard operations and ethical practices to ensure professional service that proved successful in the overall growth and financial stability of the company. Qualification Highlights Intermediate level profiency with Microsoft Office, Advanced with FinanceMaster and Jenesis software, both Financial and Client support databases. Outstanding ability to multi-task while working two separate software programs, provide technical support for both programs and maintain a website with ease, still providing excellent customer service to Clients on the phone and in the office. Reputed as a competent trouble shooter. Clients were confident that issues would be thoroughly investigated and resolved. Recognized as expert in client networking, as well as building and fostering long-term business relationships. Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills. Strengthened the reputation of Insurance Payment Center and Johnson Insurance Management for quality personal service to increase referrals. Skills Work History Manager of Finance , 01/2008
to 01/2012 Company Name – City ,
State Developing crucial business relations for the success of the company. Balancing relationships between clients and company's. Provide technical and website support for clients, agents and company's. Maintenance of 5000 active accounts, as well as 300 accounts currently in collections. Assisted with accounts payable/receivable. Utilized and maintained two client databases, websites. Responsible for processing notices and invoices. Currently process more than $75,000 in customer payments weekly plus an additional $20,000 in company refunds, and process $40,000 in financing for new accounts, assuring that customers are in good credit standing with IPC. Collecting on more then 40% of bad debts weekly, which is up 95% since taking over the Director of Financing Position. Provide financing for more then 27 agents which work in 9 offices spread throughout North Carolina. Daily, weekly and monthly balancing of 5000 accounts and verification of funds received and delivered from all 9 agencies. Personally communicated with 17 different insurance companies, assuring them that polices and procedures are followed and in conjunction with ours. Consistently work with state regulations to make sure that laws pertaining to customer relations and national guidelines responsible for ethical insurance transactions are practiced daily to assure the correct treatment of clients. Daily managing of the office and client services to nullify conflict when dealing with accounts and past due payments or cancelled accounts. Developed client memos dealing with increases in payments, collections, and contract errors. Wrote policies and procedures pertaining to the daily operations for financing and the proper process on how to collect bad debt effectively for agents to follow. Trained a trusted agent within the parent company on the rules and regulations for financing to assure a secondary set of checks and balances was in place. Insurance Agent , 01/2009
to 01/2011 Company Name – City ,
State Writing insurance policy's for home and auto coverage. Liaison for clients and 17 insurance companies. Processing claims and new business applications. Training new agents on state and federal regulations. Provided accountability and corrections for agent errors company wide. Highly recognized by companies as support to troubleshoot and correct complicated agent errors and sought by clients for further explanation of their insurance policies. Ability to maintain multiple accounts simultaneously assuring good standing and proper support. On a monthly basis, created more than 80 new accounts resulting in an increase of more than $40,000 of revenue. Owner requested my assistance to build new relations and rebuild current client relations due to lack of customer service from previous agents. Grocery Manager , 01/2007
to 01/2008 Company Name – City ,
State Ensure excellence in customer service, Review of operating and financial reports to determine the status of the store relative to budgeted sales, expenses and payroll. Associate management and development, Associate training and evaluations. Responsible for Ordering, Maintaining inventory, developed and implemented plans of action to reduce overhead expenses and loss, Merchandising to ensure an increase in profits and conducted formal "store walks" to ensure optimum store conditions, product quality, freshness, availability while completing documentation in accordance with Foodlions standard practice guidelines. Manager , 01/2004
to 01/2007 Company Name – City ,
State Ensured a high level of customer service through staff development, increasing employee morale and retention, leading my staff of 30 by example. Scheduling and financial review. Monitored compliance with health and fire regulations regarding food preparation, serving and building maintenance. Organized and directed staff training, resolved personnel issues, hired new staff, and evaluated employee performance. Monitored food preparation, size of portions, garnishing and presentation of food to ensure food is prepared and presented to highest quality and satisfaction. Investigated and resolved complaints regarding food quality and service. Assisted with planning menus and food preparations based on anticipated number of guests, palatability, popularity, and costs. Assisted with creating specialty dishes for daily specials. Kept records required by government agencies regarding sanitation and food subsidies where indicated. Bartending, coordinating special events for large parties and catering. Education Bachelor of Science : Organizational Management ,
1 2016 Charleston Southern University - City ,
State Organizational Management Currently enrolled in the CAPs online program
North Carolina license, Casualty Insurance North Carolina license, Property Insurance 2009 Charlotte, NC Certification, Store management and operations 2007 Foodlion Management Wadesboro, NC Certification, Restaurant management and Operations 2004 Jocks and Jills Sports restaurant Charlotte, NC Associate of Science : 1 2009 City ,
State Information Technology
Certification, Medical Assistant 1995 : South Piedmont Community College - City ,
State American Career College - City ,
State GPA: with top honors. with top honors. South Carolina license, property and casualty 2011 Accomplishments Non resident licenses Charleston, SC Affiliations North Carolina Department of Insurance North Carolina Chamber of Commerce Association of Agents in North Carolina South Carolina Department of Insurance So we need to fix the way the name is laid out We need to refine the verbiage. Set all words to past tense. cant use currently you aren't doing it now) Bullet information Keep info direct and forget words that embellish or leave to interpretation. Skills accounts payable, credit, client, clients, client relations, customer relations, customer service, databases, documentation, special events, Financing, financial, funds, government, Information Technology, Insurance, inventory, Director, managing, Merchandising, office, payroll, personnel, policies, quality, sales, Scheduling, staff development, staff training, troubleshoot, website, websites | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME496338827" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_496338827_1_323787325"> <div class="name" itemprop="name"> <span class="field" id="496338827FNAM1"> </span> <span> </span> <span class="field" id="496338827LNAM1"> MANAGER OF FINANCE</span> </div> <div class="lowerborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM496338838" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM496338838"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_496338838_1_323787339"> <div class="field singlecolumn" id="496338838FRFM1"> Highly motivated individual with demonstrated proficiency in listening to clients needs, and formulating the tactical plan to achieve the best results for all parties involved. Constantly explores new and challenging opportunities to further elevate client loyalty and boost revenues. Known for honesty, integrity and a genuine passion for setting and achieving goals for self, while helping others attain theirs. Superior interpersonal dynamics interface seamlessly with others from all levels, backgrounds and cultures. Respected for maintaining a professional and positive demeanor. Career Achievements Quickly recognized financial instability within the company. Immediately identified the cause and formulated a plan that successfully resulted in the avoidance of bankruptcy which showed the stability needed to acquire an additional million dollars from investors. Finance and Operations Director for a multi million dollar premium finance company as well as agent within the parent company, simultaneously. Developed professional partnerships through interpersonal skills, integrity and honesty. Successfully obtained licenses through the state of North Carolina allowing me to become an Insurance agent for Property and Casualty for home and auto. Developed and streamlined a system of "checks and balances" to ensure proper resolution of financial situations, resulting in a 95% return of premium after cancellation. Trained 27 agents on standard operations and ethical practices to ensure professional service that proved successful in the overall growth and financial stability of the company. Qualification Highlights Intermediate level profiency with Microsoft Office, Advanced with FinanceMaster and Jenesis software, both Financial and Client support databases. Outstanding ability to multi-task while working two separate software programs, provide technical support for both programs and maintain a website with ease, still providing excellent customer service to Clients on the phone and in the office. Reputed as a competent trouble shooter. Clients were confident that issues would be thoroughly investigated and resolved. Recognized as expert in client networking, as well as building and fostering long-term business relationships. Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills. Strengthened the reputation of Insurance Payment Center and Johnson Insurance Management for quality personal service to increase referrals.</div> </div> </div> <div class="section" id="SECTION_HILT496339089" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT496339089"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_496339089_1_323788311"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="496339089SKC11"> </td> <td class="field twocol_2" id="496339089SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR496338829" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR496338829"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_496338829_1_323787327" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="496338829JTIT1"> Manager of Finance</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="496338829JSTD1"> 01/2008</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="496338829EDDT1"> 01/2012</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="496338829COMP1" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="496338829JCIT1" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="496338829JSTA1" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="496338829JDES1" itemprop="description"> <ul> <li> Developing crucial business relations for the success of the company.</li> <li> Balancing relationships between clients and company's.</li> <li> Provide technical and website support for clients, agents and company's.</li> <li> Maintenance of 5000 active accounts, as well as 300 accounts currently in collections.</li> <li> Assisted with accounts payable/receivable.</li> <li> Utilized and maintained two client databases, websites.</li> <li> Responsible for processing notices and invoices.</li> <li> Currently process more than $75,000 in customer payments weekly plus an additional $20,000 in company refunds, and process $40,000 in financing for new accounts, assuring that customers are in good credit standing with IPC.</li> <li> Collecting on more then 40% of bad debts weekly, which is up 95% since taking over the Director of Financing Position.</li> <li> Provide financing for more then 27 agents which work in 9 offices spread throughout North Carolina.</li> <li> Daily, weekly and monthly balancing of 5000 accounts and verification of funds received and delivered from all 9 agencies.</li> <li> Personally communicated with 17 different insurance companies, assuring them that polices and procedures are followed and in conjunction with ours.</li> <li> Consistently work with state regulations to make sure that laws pertaining to customer relations and national guidelines responsible for ethical insurance transactions are practiced daily to assure the correct treatment of clients.</li> <li> Daily managing of the office and client services to nullify conflict when dealing with accounts and past due payments or cancelled accounts.</li> <li> Developed client memos dealing with increases in payments, collections, and contract errors.</li> <li> Wrote policies and procedures pertaining to the daily operations for financing and the proper process on how to collect bad debt effectively for agents to follow.</li> <li> Trained a trusted agent within the parent company on the rules and regulations for financing to assure a secondary set of checks and balances was in place.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_496338829_2_323787328" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="496338829JTIT2"> Insurance Agent</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="496338829JSTD2"> 01/2009</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="496338829EDDT2"> 01/2011</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="496338829COMP2" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="496338829JCIT2" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="496338829JSTA2" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="496338829JDES2" itemprop="description"> <ul> <li> Writing insurance policy's for home and auto coverage.</li> <li> Liaison for clients and 17 insurance companies.</li> <li> Processing claims and new business applications.</li> <li> Training new agents on state and federal regulations.</li> <li> Provided accountability and corrections for agent errors company wide.</li> <li> Highly recognized by companies as support to troubleshoot and correct complicated agent errors and sought by clients for further explanation of their insurance policies.</li> <li> Ability to maintain multiple accounts simultaneously assuring good standing and proper support.</li> <li> On a monthly basis, created more than 80 new accounts resulting in an increase of more than $40,000 of revenue.</li> <li> Owner requested my assistance to build new relations and rebuild current client relations due to lack of customer service from previous agents.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_496338829_3_323787330" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="496338829JTIT3"> Grocery Manager</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="496338829JSTD3"> 01/2007</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="496338829EDDT3"> 01/2008</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="496338829COMP3" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="496338829JCIT3" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="496338829JSTA3" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="496338829JDES3" itemprop="description"> <ul> <li> Ensure excellence in customer service, Review of operating and financial reports to determine the status of the store relative to budgeted sales, expenses and payroll.</li> <li> Associate management and development, Associate training and evaluations.</li> <li> Responsible for Ordering, Maintaining inventory, developed and implemented plans of action to reduce overhead expenses and loss, Merchandising to ensure an increase in profits and conducted formal "store walks" to ensure optimum store conditions, product quality, freshness, availability while completing documentation in accordance with Foodlions standard practice guidelines.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_496338829_4_323787332" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="496338829JTIT4"> Manager</span> <span> , </span> </span> <span class="paddedline" style="display: inline;"> <span class="jobdates" format="%m/%Y" id="496338829JSTD4"> 01/2004</span> <span>
to </span> <span class="jobdates" format="%m/%Y" id="496338829EDDT4"> 01/2007</span> <br/> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="496338829COMP4" itemprop="name"> Company Name</span> <span> – </span> <span class="joblocation jobcity" id="496338829JCIT4" itemprop="addressLocality"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="496338829JSTA4" itemprop="addressRegion"> State</span> <br/> </span> <span class="jobline" id="496338829JDES4" itemprop="description"> <ul> <li> Ensured a high level of customer service through staff development, increasing employee morale and retention, leading my staff of 30 by example.</li> <li> Scheduling and financial review.</li> <li> Monitored compliance with health and fire regulations regarding food preparation, serving and building maintenance.</li> <li> Organized and directed staff training, resolved personnel issues, hired new staff, and evaluated employee performance.</li> <li> Monitored food preparation, size of portions, garnishing and presentation of food to ensure food is prepared and presented to highest quality and satisfaction.</li> <li> Investigated and resolved complaints regarding food quality and service.</li> <li> Assisted with planning menus and food preparations based on anticipated number of guests, palatability, popularity, and costs.</li> <li> Assisted with creating specialty dishes for daily specials.</li> <li> Kept records required by government agencies regarding sanitation and food subsidies where indicated.</li> <li> Bartending, coordinating special events for large parties and catering.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC496338837" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC496338837"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_496338837_1_323787335" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="496338837DGRE1" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="496338837STUY1"> Organizational Management</span> <span> ,
</span> <span class="jobdates" id="496338837GRYR1"> 1 2016</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="496338837SCHO1" itemprop="name"> Charleston Southern University</span> <span> - </span> <span class="joblocation jobcity" id="496338837SCIT1"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="496338837SSTA1"> State</span> <br/> </span> <span class="field" id="496338837FRFM1"> Organizational Management Currently enrolled in the CAPs online program
North Carolina license, Casualty Insurance</span> </div> </div> <div class="paragraph" id="PARAGRAPH_496338837_2_323787336" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="496338837DGRE2" itemprop="name"> North Carolina license, Property Insurance 2009 Charlotte, NC Certification, Store management and operations 2007 Foodlion Management Wadesboro, NC Certification, Restaurant management and Operations 2004 Jocks and Jills Sports restaurant Charlotte, NC Associate of Science </span> <span> : </span> <span class="programline" id="496338837STUY2"> </span> <span class="jobdates" id="496338837GRYR2"> 1 2009</span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="496338837SCHO2" itemprop="name"> </span> <span class="joblocation jobcity" id="496338837SCIT2"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="496338837SSTA2"> State</span> <br/> </span> <span class="field" id="496338837FRFM2"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_496338837_3_323787337" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="496338837DGRE3" itemprop="name"> Information Technology
Certification, Medical Assistant 1995</span> <span> : </span> <span class="programline" id="496338837STUY3"> </span> <span class="jobdates" id="496338837GRYR3"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="496338837SCHO3" itemprop="name"> South Piedmont Community College</span> <span> - </span> <span class="joblocation jobcity" id="496338837SCIT3"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="496338837SSTA3"> State</span> <br/> </span> <span class="field" id="496338837FRFM3"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_496338837_4_323787338"> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" id="496338837SCHO4" itemprop="name"> American Career College</span> <span> - </span> <span class="joblocation jobcity" id="496338837SCIT4"> City</span> <span> ,
</span> <span class="joblocation jobstate" id="496338837SSTA4"> State</span> <br/> </span> <span class="paddedline"> <span> GPA: </span> <span class="field" id="496338837GRPA4"> with top honors.</span> </span> <span class="field" id="496338837FRFM4"> with top honors. South Carolina license, property and casualty 2011</span> </div> </div> </div> <div class="section" id="SECTION_ACCM496338836" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM496338836"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_496338836_1_323787334"> <div class="field singlecolumn" id="496338836FRFM1"> <ul> <li> Non resident licenses Charleston, SC Affiliations North Carolina Department of Insurance North Carolina Chamber of Commerce Association of Agents in North Carolina South Carolina Department of Insurance So we need to fix the way the name is laid out We need to refine the verbiage.</li> <li> Set all words to past tense.</li> <li> cant use currently you aren't doing it now) Bullet information Keep info direct and forget words that embellish or leave to interpretation.</li> </ul> </div> </div> </div> <div class="section" id="SECTION_SKLL496338839" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL496338839"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_496338839_1_323787340"> <div class="field singlecolumn" id="496338839FRFM1"> accounts payable, credit, client, clients, client relations, customer relations, customer service, databases, documentation, special events, Financing, financial, funds, government, Information Technology, Insurance, inventory, Director, managing, Merchandising, office, payroll, personnel, policies, quality, sales, Scheduling, staff development, staff training, troubleshoot, website, websites</div> </div> </div> </div> | FINANCE |
24,533,931 | APPAREL ASSOCIATE Summary An organized, detail-oriented, and conscientious self starter, able to learn and adapt quickly to new skills, also able to strategized and prioritize effectively to accomplish multiple tasks and stay calm under pressure, Skills Adaptability Strong work ethic Time management Self-confidence Handling pressure Creativity Communication Team work Motivation Cash register Typing Basic computer skills Customer Assistance Skills Cashier, Customer Assistance, Sales, Stock Experience Apparel Associate Aug 2017 to Current Company Name - City , State Stocking and Zoning apparel and housewares merchandise Recruiting Assistant Oct 2016 to May 2016 Company Name - City , State Sealing/Mailing off letters to football recruits, Making prints or copies of Letters and/or paperwork, Signing recruits and families in for game day Cashier/Stocker Dec 2015 to Sep 2017 Company Name - City , State Assisting customers in finding what they need, recovering sales floor and keeping the store clean and organize so the shoppers can have a better and easier shopping experience. Make customer purchases and/or returns Cashier/Sales Associate May 2014 to Aug 2015 Company Name - City , State Assisting customers in finding what they need, recovering sales floor and keeping the store clean and organize so the shoppers can have a better and easier shopping experience. Make customer purchases and/or returns Education and Training Business Adminstration 2018 South Louisiana Community College - City , State Business Administration University of Louisiana-Lafayette - City , State 2014 Salmen High School - City , State Activities and Honors 21st Century Summer Camp years 2012-2014 | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME1001966169" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_1001966169_1_664440124" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field fName" id="1001966169FNAM1"> </span> <span> </span> <span class="field" id="1001966169LNAM1"> APPAREL ASSOCIATE</span> </div> </div> </div> <div class="section" id="SECTION_SUMM1001966174" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SUMM1001966174"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1001966174_1_664442039" style="padding-top:0px;"> <div class="field singlecolumn" id="1001966174FRFM1"> An organized, detail-oriented, and conscientious self starter, able to learn and adapt quickly to new skills, also able to strategized and prioritize effectively to accomplish multiple tasks and stay calm under pressure,</div> </div> </div> <div class="section" id="SECTION_HILT1001966175" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_HILT1001966175"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1001966175_1_664443723" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="1001966175SKC11"> <ul> <li> Adaptability</li> <li> Strong work ethic</li> <li> Time management</li> <li> Self-confidence</li> <li> Handling pressure</li> <li> Creativity</li> <li> Communication</li> <li> Team work</li> <li> Motivation</li> </ul> </td> <td class="field twocol_2" id="1001966175SKC21"> <ul> <li> Cash register</li> <li> Typing</li> <li> Basic computer skills</li> <li> Customer Assistance</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_SKLL1001966173" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_SKLL1001966173"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1001966173_1_664440131" style="padding-top:0px;"> <div class="field singlecolumn" id="1001966173FRFM1"> Cashier, Customer Assistance, Sales, Stock</div> </div> </div> <div class="section" id="SECTION_EXPR1001966171" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EXPR1001966171"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1001966171_1_664445389" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1001966171JTIT1"> Apparel Associate</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1001966171JSTD1"> Aug 2017</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1001966171EDDT1"> Current</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1001966171COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1001966171JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1001966171JSTA1" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1001966171JDES1" itemprop="description"> Stocking and Zoning apparel and housewares merchandise</span> </div> </div> <div class="paragraph" id="PARAGRAPH_1001966171_2_664445049" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1001966171JTIT2"> Recruiting Assistant</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1001966171JSTD2"> Oct 2016</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1001966171EDDT2"> May 2016</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1001966171COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1001966171JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1001966171JSTA2" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1001966171JDES2" itemprop="description"> Sealing/Mailing off letters to football recruits, Making prints or copies of Letters and/or paperwork, Signing recruits and families in for game day</span> </div> </div> <div class="paragraph" id="PARAGRAPH_1001966171_3_664440126" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1001966171JTIT3"> Cashier/Stocker</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1001966171JSTD3"> Dec 2015</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1001966171EDDT3"> Sep 2017</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1001966171COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1001966171JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1001966171JSTA3" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1001966171JDES3" itemprop="description"> <ul> <li> Assisting customers in finding what they need, recovering sales floor and keeping the store clean and organize so the shoppers can have a better and easier shopping experience. Make customer purchases and/or returns</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1001966171_4_664440127" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="1001966171JTIT4"> Cashier/Sales Associate</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="1001966171JSTD4"> May 2014</span> <span> to </span> <span class="jobdates" format="%b %Y" id="1001966171EDDT4"> Aug 2015</span> <br/> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="1001966171COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="1001966171JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="1001966171JSTA4" itemprop="addressRegion"> State</span> </span> <span class="jobline" id="1001966171JDES4" itemprop="description"> <ul> <li> Assisting customers in finding what they need, recovering sales floor and keeping the store clean and organize so the shoppers can have a better and easier shopping experience. Make customer purchases and/or returns<br/> </li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC1001966172" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_EDUC1001966172"> Education and Training</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1001966172_1_664445718" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1001966172DGRE1" itemprop="name"> </span> <span class="programline" id="1001966172STUY1"> Business Adminstration</span> <span class="datesWrapper"> <span class="jobdates" id="1001966172GRYR1"> 2018</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1001966172SCHO1" itemprop="name"> South Louisiana Community College</span> <span> - </span> <span class="joblocation jobcity" id="1001966172SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="1001966172SSTA1"> State</span> <span class="joblocation jobstate" id="1001966172SCNT1"> </span> </span> <span class="field" id="1001966172FRFM1"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1001966172_2_664440129" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1001966172DGRE2" itemprop="name"> </span> <span class="programline" id="1001966172STUY2"> Business Administration</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1001966172SCHO2" itemprop="name"> University of Louisiana-Lafayette</span> <span> - </span> <span class="joblocation jobcity" id="1001966172SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="1001966172SSTA2"> State</span> <span class="joblocation jobstate" id="1001966172SCNT2"> </span> </span> <span class="field" id="1001966172FRFM2"> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_1001966172_3_664440130" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="1001966172DGRE3" itemprop="name"> </span> <span class="programline" id="1001966172STUY3"> </span> <span class="datesWrapper"> <span class="jobdates" id="1001966172GRYR3"> 2014</span> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="1001966172SCHO3" itemprop="name"> Salmen High School</span> <span> - </span> <span class="joblocation jobcity" id="1001966172SCIT3"> City</span> <span> , </span> <span class="joblocation jobstate" id="1001966172SSTA3"> State</span> <span class="joblocation jobstate" id="1001966172SCNT3"> </span> </span> <span class="field" id="1001966172FRFM3"> </span> </div> </div> </div> <div class="section" id="SECTION_AFIL1001966176" style="padding-top:0px;"> <div class="heading bottomborder"> <div class="sectiontitle" id="SECTNAME_AFIL1001966176"> Activities and Honors</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_1001966176_1_664446065" style="padding-top:0px;"> <div class="field singlecolumn" id="1001966176FRFM1"> 21st Century Summer Camp years 2012-2014</div> </div> </div> </div> | APPAREL |
21,807,211 | APPAREL SALES ASSOCIATE/CASHIER Summary Administrative professional offering excellent communication and computer skills. Meets deadlines and works with a high level of multicultural awareness and adaptability. Enthusiastic and well-organized Administrative Assistant with solid background in data entry, schedule management and event planning. Disciplined warehouse professional knowledgeable about material load capabilities, site analysis and general logistics. Friendly and reliable customer service professional skilled in achieving sales targets in high-end merchandise environments. Skills Excellent planner and coordinator Microsoft Excel certified Works well under pressure Conference planning Pleasant demeanor Multi-line phone proficiency Appointment setting Invoice processing Microsoft Word Team building Microsoft Visio Atlas Microsoft PowerPoint Adobe X Pro SmartPlant Materials MMIS System 1 & 2 Microsoft Outlook Phoenix Deadline-driven OSHA standards Experience 10/2017 to 12/2017 Apparel Sales Associate/Cashier Company Name - City , State Greeted customers in a timely fashion while quickly determining their needs. Recommended merchandise to customers based on their needs and preferences. Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices. Responded to customer questions and requests in a prompt and efficient manner. Engaged with customers in a sincere and friendly manner. Contacted other store locations to determine merchandise availability. Prioritized helping customers over completing other routine tasks in the store. Contributed to team success by exceeding team sales goals by 30%. Completed all cleaning, stocking and organizing tasks in assigned sales area. 08/2017 to Current Administrative Specialist I Company Name - City , State Close providers complaints Re-export Claims Check eligibility for Medicaid for participants Claim adjustments Processing contracts for new In-home care providers Provider Compliance Submitting new waivers for In-Home care providers. Recoupments for Providers 08/2011 to 06/2012 Custodian Company Name - City , State Maintaining housekeeping at V.C Summers Units 2&3 site. 06/2011 to 07/2017 Field/ Administrative Assistant Company Name - City , State Planned and coordinated logistics and materials for board meetings, committee meetings and staff events. Assessed urgency and priorities before accepting or declining appointments and meetings with the CEO. Ordered and distributed office supplies while adhering to a fixed office budget. Opened and properly distributed incoming mail. Maintaining materials while imported and exported. Placing material off hold while communicating with QC (Quality Control). Obtain overtime approvals Creating SRR's (Stores Requisitions Reports) material out of the warehouse. Creating paperwork for production in the field. Creating tags for material. Obtain supervisory approval of time card discrepancies. Building spreadsheets for production. Maintaining craftsmen training records. Registering craftsmen for hands-on tests. Assisting (Human Resource Department) with craftsmen confidential paperwork. Maintaining electronic and hard copy filing system. Maintain office supplies Prepare and modify documents including correspondence, reports, drafts, memos and emails. Manage Calendar for Managing Director. Perform Data Entry and scan documents. Process and issue annual W-2 forms to employees. Print and distribute time sheets to craftsmen. Collect and summarize timekeeping information. Maintains human resources records by recording new hires, transfers, terminations, changes in job classifications, merit increases; tracking vacation, sick, and personal time. Maintaining housekeeping at the V.C Summers Units 2 & 3 site. 01/2010 to 08/2011 Warehouse Associate Company Name - City , State Assisted machine operators with finished pieces. Collated components for assembly. Responsible for achieving production requirements. Maximized sales by shipping on time and accurately. Trained staff on material handling processes to reduce shipping times. Achieved a 50% on-time shipment rate. Redirected shipments en route in response to customer requests. Loaded products weighing up to 25 pounds onto trailers for delivery. Moved freight, stock and other materials to and from storage and production areas and loading docks. Received, stored and shipped goods and materials. Tagged all inbound merchandise with receiving date. Stacked and transported all overstock to storage areas. Swept floors and stored equipment at the end of each shift. Loaded and unloaded ship cargo. Used item Numbers to properly stock warehouse. Recorded Numbers of units handled and moved using daily production sheets and work tickets. Attached identifying tags to containers. 04/2018 Inventory Specialist Company Name - City , State Organized and coded all documents related to due diligence for acquisitions. Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies. Monitored multiple databases to keep track of all company inventory. Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies. Education and Training 2009 High School Diploma Fairfield Central High School - City , State BA : Applied Behavioral Science Sociology Ashford University Clinton Campus - City , State Applied Behavioral Science Sociology Skills Adobe, Appointment setting, Database management, Employee training, Filing, Home care, Instructional Design, Invoice processing, logistics, Sales experience, sales, spreadsheets, Spreadsheet, weighing and SAP Production System. Activities and Honors Member of: The Instructural Design at Ashford University and The Psychology club. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME3908a895-225b-4bc3-8022-36c0adc8ed65" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_3908a895-225b-4bc3-8022-36c0adc8ed65_1_ee9bd361-99e3-4775-a74b-9061f21c4442" style="padding-top:NaNpx;"> <div class="name thinbottomborder" itemprop="name"> <span class="field fName" id="3908a895-225b-4bc3-8022-36c0adc8ed65FNAM1"> </span> <span> </span> <span class="field" id="3908a895-225b-4bc3-8022-36c0adc8ed65LNAM1"> APPAREL SALES ASSOCIATE/CASHIER</span> </div> </div> </div> <div class="section" id="SECTION_SUMMbcec3f54-83bb-4df4-9435-7c67f648f432" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMMbcec3f54-83bb-4df4-9435-7c67f648f432"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_bcec3f54-83bb-4df4-9435-7c67f648f432_1_1ef517fe-b132-43b9-99ea-9ab37cf55543" style="padding-top:NaNpx;"> <div class="field singlecolumn noPind" id="bcec3f54-83bb-4df4-9435-7c67f648f432FRFM1"> Administrative professional offering excellent communication and computer skills. Meets deadlines and works with a high level of multicultural awareness and adaptability. Enthusiastic and well-organized Administrative Assistant with solid background in data entry, schedule management and event planning. Disciplined warehouse professional knowledgeable about material load capabilities, site analysis and general logistics. Friendly and reliable customer service professional skilled in achieving sales targets in high-end merchandise environments. </div> </div> </div> <div class="section" id="SECTION_HILT3747812f-d883-454b-b2e7-a9cd8fbf97e1" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT3747812f-d883-454b-b2e7-a9cd8fbf97e1"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_3747812f-d883-454b-b2e7-a9cd8fbf97e1_1_d3482d62-4859-4709-bef2-a6b39b4ee334" style="padding-top:NaNpx;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="3747812f-d883-454b-b2e7-a9cd8fbf97e1SKC11"> <div> Excellent planner and coordinator Microsoft Excel certified Works well under pressure Conference planning Pleasant demeanor Multi-line phone proficiency Appointment setting Invoice processing Microsoft Word Team building Microsoft Visio Atlas Microsoft PowerPoint Adobe X Pro SmartPlant Materials MMIS System 1 & 2 Microsoft Outlook Phoenix Deadline-driven OSHA standards</div> <div> <br/> </div> </td> <td class="field twocol_2" id="3747812f-d883-454b-b2e7-a9cd8fbf97e1SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPRf304a6f8-632c-4680-94e4-b4e639c7d564" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPRf304a6f8-632c-4680-94e4-b4e639c7d564"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_f304a6f8-632c-4680-94e4-b4e639c7d564_1_010a1622-f83f-4a77-b7e9-90e78fde88f8" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTD1"> 10/2017</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564EDDT1"> 12/2017</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="f304a6f8-632c-4680-94e4-b4e639c7d564JTIT1"> Apparel Sales Associate/Cashier</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="f304a6f8-632c-4680-94e4-b4e639c7d564COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="f304a6f8-632c-4680-94e4-b4e639c7d564JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="f304a6f8-632c-4680-94e4-b4e639c7d564JDES1" itemprop="description"> <ul> <li> Greeted customers in a timely fashion while quickly determining their needs.</li> <li> Recommended merchandise to customers based on their needs and preferences.</li> <li> Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.</li> <li> Responded to customer questions and requests in a prompt and efficient manner.</li> <li> Engaged with customers in a sincere and friendly manner.</li> <li> Contacted other store locations to determine merchandise availability.</li> <li> Prioritized helping customers over completing other routine tasks in the store.</li> <li> Contributed to team success by exceeding team sales goals by 30%.</li> <li> Completed all cleaning, stocking and organizing tasks in assigned sales area.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_f304a6f8-632c-4680-94e4-b4e639c7d564_2_8bf7d862-c55d-4137-94bb-4f7d79f3ff8e" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTD2"> 08/2017</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564EDDT2"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="f304a6f8-632c-4680-94e4-b4e639c7d564JTIT2"> Administrative Specialist I</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="f304a6f8-632c-4680-94e4-b4e639c7d564COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="f304a6f8-632c-4680-94e4-b4e639c7d564JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="f304a6f8-632c-4680-94e4-b4e639c7d564JDES2" itemprop="description"> <ul> <li> Close providers complaints </li> <li> Re-export Claims </li> <li> Check eligibility for Medicaid for participants </li> <li> Claim adjustments </li> <li> Processing contracts for new In-home care providers </li> <li> Provider Compliance Submitting new waivers for In-Home care providers.</li> <li> Recoupments for Providers</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_f304a6f8-632c-4680-94e4-b4e639c7d564_3_1268230a-8fd8-4ca8-98fe-701abaa26c32" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTD3"> 08/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564EDDT3"> 06/2012</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="f304a6f8-632c-4680-94e4-b4e639c7d564JTIT3"> Custodian</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="f304a6f8-632c-4680-94e4-b4e639c7d564COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="f304a6f8-632c-4680-94e4-b4e639c7d564JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="f304a6f8-632c-4680-94e4-b4e639c7d564JDES3" itemprop="description"> Maintaining housekeeping at V.C Summers Units 2&3 site.</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_f304a6f8-632c-4680-94e4-b4e639c7d564_4_987a5a71-e0f0-4381-81a1-995d210b6013" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTD4"> 06/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564EDDT4"> 07/2017</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="f304a6f8-632c-4680-94e4-b4e639c7d564JTIT4"> Field/ Administrative Assistant</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="f304a6f8-632c-4680-94e4-b4e639c7d564COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="f304a6f8-632c-4680-94e4-b4e639c7d564JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="f304a6f8-632c-4680-94e4-b4e639c7d564JDES4" itemprop="description"> <ul> <li> Planned and coordinated logistics and materials for board meetings, committee meetings and staff events.</li> <li> Assessed urgency and priorities before accepting or declining appointments and meetings with the CEO.</li> <li> Ordered and distributed office supplies while adhering to a fixed office budget.</li> <li> Opened and properly distributed incoming mail.</li> <li> Maintaining materials while imported and exported.</li> <li> Placing material off hold while communicating with QC (Quality Control).</li> <li> Obtain overtime approvals Creating SRR's (Stores Requisitions Reports) material out of the warehouse.</li> <li> Creating paperwork for production in the field.</li> <li> Creating tags for material.</li> <li> Obtain supervisory approval of time card discrepancies.</li> <li> Building spreadsheets for production.</li> <li> Maintaining craftsmen training records.</li> <li> Registering craftsmen for hands-on tests.</li> <li> Assisting (Human Resource Department) with craftsmen confidential paperwork.</li> <li> Maintaining electronic and hard copy filing system.</li> <li> Maintain office supplies Prepare and modify documents including correspondence, reports, drafts, memos and emails.</li> <li> Manage Calendar for Managing Director.</li> <li> Perform Data Entry and scan documents.</li> <li> Process and issue annual W-2 forms to employees.</li> <li> Print and distribute time sheets to craftsmen.</li> <li> Collect and summarize timekeeping information.</li> <li> Maintains human resources records by recording new hires, transfers, terminations, changes in job classifications, merit increases; tracking vacation, sick, and personal time.</li> <li> Maintaining housekeeping at the V.C Summers Units 2 & 3 site.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_f304a6f8-632c-4680-94e4-b4e639c7d564_5_168784fc-c8d3-4e65-b3f4-5216b9376eee" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTD5"> 01/2010</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564EDDT5"> 08/2011</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="f304a6f8-632c-4680-94e4-b4e639c7d564JTIT5"> Warehouse Associate</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="f304a6f8-632c-4680-94e4-b4e639c7d564COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="f304a6f8-632c-4680-94e4-b4e639c7d564JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="f304a6f8-632c-4680-94e4-b4e639c7d564JDES5" itemprop="description"> <ul> <li> Assisted machine operators with finished pieces.</li> <li> Collated components for assembly.</li> <li> Responsible for achieving production requirements.</li> <li> Maximized sales by shipping on time and accurately.</li> <li> Trained staff on material handling processes to reduce shipping times.</li> <li> Achieved a 50% on-time shipment rate.</li> <li> Redirected shipments en route in response to customer requests.</li> <li> Loaded products weighing up to 25 pounds onto trailers for delivery.</li> <li> Moved freight, stock and other materials to and from storage and production areas and loading docks.</li> <li> Received, stored and shipped goods and materials.</li> <li> Tagged all inbound merchandise with receiving date.</li> <li> Stacked and transported all overstock to storage areas.</li> <li> Swept floors and stored equipment at the end of each shift.</li> <li> Loaded and unloaded ship cargo.</li> <li> Used item Numbers to properly stock warehouse.</li> <li> Recorded Numbers of units handled and moved using daily production sheets and work tickets.</li> <li> Attached identifying tags to containers.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_f304a6f8-632c-4680-94e4-b4e639c7d564_6_a765fa1a-de7a-4368-a82d-1194a471ab5c" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTD6"> 04/2018</span> <span class="jobdates" format="%m/%Y" id="f304a6f8-632c-4680-94e4-b4e639c7d564EDDT6"> </span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="f304a6f8-632c-4680-94e4-b4e639c7d564JTIT6"> Inventory Specialist</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="f304a6f8-632c-4680-94e4-b4e639c7d564COMP6" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="f304a6f8-632c-4680-94e4-b4e639c7d564JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="f304a6f8-632c-4680-94e4-b4e639c7d564JSTA6" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="f304a6f8-632c-4680-94e4-b4e639c7d564JDES6" itemprop="description"> <div> <span> <span> <span> Organized and coded all documents related to due diligence for acquisitions. </span> Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies. </span> </span> </div> <div> <span> <span> </span> Monitored multiple databases to keep track of all company inventory.</span> </div> <div> <span> <span> Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies. </span> </span> </div> <div> <span> <span> </span> </span> </div> <div> <span> </span> </div> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC82f094df-695b-4210-a9ea-66c1693b7b9a" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC82f094df-695b-4210-a9ea-66c1693b7b9a"> Education and Training</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_82f094df-695b-4210-a9ea-66c1693b7b9a_1_d2770350-2df2-47c0-8dbe-0c84830bad2f" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" id="82f094df-695b-4210-a9ea-66c1693b7b9aGRYR1"> 2009</span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="82f094df-695b-4210-a9ea-66c1693b7b9aDGRE1" itemprop="name"> High School Diploma</span> <span class="programline" id="82f094df-695b-4210-a9ea-66c1693b7b9aSTUY1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="82f094df-695b-4210-a9ea-66c1693b7b9aSCHO1" itemprop="name"> Fairfield Central High School</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="82f094df-695b-4210-a9ea-66c1693b7b9aSCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="82f094df-695b-4210-a9ea-66c1693b7b9aSSTA1"> State</span> <span class="joblocation jobstate" id="82f094df-695b-4210-a9ea-66c1693b7b9aSCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="82f094df-695b-4210-a9ea-66c1693b7b9aFRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_82f094df-695b-4210-a9ea-66c1693b7b9a_2_04dedb02-27b2-4545-8554-bf6ce5489363" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:NaNpx;"> <span class="dates_wrapper"> <span class="jobdates" id="82f094df-695b-4210-a9ea-66c1693b7b9aGRYR2"> </span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="82f094df-695b-4210-a9ea-66c1693b7b9aDGRE2" itemprop="name"> BA</span> <span> : </span> <span class="programline" id="82f094df-695b-4210-a9ea-66c1693b7b9aSTUY2"> Applied Behavioral Science Sociology</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="82f094df-695b-4210-a9ea-66c1693b7b9aSCHO2" itemprop="name"> Ashford University Clinton Campus</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="82f094df-695b-4210-a9ea-66c1693b7b9aSCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="82f094df-695b-4210-a9ea-66c1693b7b9aSSTA2"> State</span> <span class="joblocation jobstate" id="82f094df-695b-4210-a9ea-66c1693b7b9aSCNT2"> </span> </span> <span class="paddedline"> <span class="field" id="82f094df-695b-4210-a9ea-66c1693b7b9aFRFM2"> Applied Behavioral Science Sociology</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLLf20929cd-791e-4e31-88ce-67550d37107b" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLLf20929cd-791e-4e31-88ce-67550d37107b"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_f20929cd-791e-4e31-88ce-67550d37107b_1_e957ad8b-21f5-4494-930b-743dbe4b8819" style="padding-top:NaNpx;"> <div class="field singlecolumn" id="f20929cd-791e-4e31-88ce-67550d37107bFRFM1"> Adobe, Appointment setting, Database management, Employee training, Filing, Home care, Instructional Design, Invoice processing, logistics, Sales experience, sales, spreadsheets, Spreadsheet, weighing and SAP Production System.</div> </div> </div> <div class="section" id="SECTION_AFIL9aab4ddf-0dd7-4d1c-a2a7-b4c93aff75ab" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_AFIL9aab4ddf-0dd7-4d1c-a2a7-b4c93aff75ab"> Activities and Honors</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_9aab4ddf-0dd7-4d1c-a2a7-b4c93aff75ab_1_cc225378-8321-42e6-8d36-4c4619ebdba4" style="padding-top:NaNpx;"> <div class="field singlecolumn" id="9aab4ddf-0dd7-4d1c-a2a7-b4c93aff75abFRFM1"> <div> Member of: The Instructural Design at Ashford University and The Psychology club.</div> <div> </div> <div> </div> </div> </div> </div> </div> | APPAREL |
71,767,359 | APPAREL DEVELOPER SPECIALIZED Professional Summary Innovate apparel development and create new ideas that improve performance, quality and lead apparel
development industry standards. Collaborate with business counterparts to drive operation
process improvements to maximize development efficiencies and optimize growth potential
and profitability. Skills Organized Detailed Problem Solver Creative Proficient in Adobe CS5 Flex PLM Excel Collaborative Innovative Driven Efficient Powerpoint MS Office Work History Apparel Developer Specialized Jan 2014 - Current Company Name City , State Establish new fast track business model for JR fashion business across all product categories in the juniors market. Work with cross functional leadership to establish new source needs. Set up and onboard new suppliers as needed with Nordstrom product requirements. Create tools to gain speed in development process while also maintaining critical product testing and Nordstrom requirements. Lead weekly status meetings with upper management to overview process, tracking, potential concerns to ensure speed project was successful Step in to support technical woven development projects covering outerwear, denim, soft dressing. Guided team on new approaches of working including costing tools, streamlining meetings and optimizing new systems already set in place. Work with vendors when any issues arise as needed to steer projects back on course. Sourcing areas include United States, China, India, Nicaragua and Columbia. Manager Development Apparel Jan 2006 - Jan 2014 Company Name City , State Manager Apparel Development Technical apparel developer snowboarding outerwear, base layers, women's swim, board shorts, denim, woven shirts, t-shirts and sweatshirts, graphics, printing, knits, technical performance basketball, track jackets, women's fashion knits tops and bottoms, fashion original garments. Build tech packs and communicate daily with factories to execute technical product assortments. Collaborate with design and marketing up front to provide up front costing analysis in design phase to ensure product is right first time and eliminate added sample rounds and improve delivery time to customers. Reduced labor rates on product by 10% increasing profit Update workmanship sketches, material call outs and technical images in illustrator format on tech packs to the factory Visit factories to conduct workshops to improve process and reduce steps to improve development time for better response to promo needs. Innovate on process where not set to create standard operation process for wider audience to reference and allow category growth as needed for promo business unit expansion. Work with athletes on wear testing trials to gain information for product improvements. Coordinate and manage fit sessions with all necessary cross functions to review styles and execute needs. Directly work with suppliers and manufacturers to gain in depth technical knowledge and utilize information as needed on developments Lead costing, improvements and technical quality standards to ensure all end results are captured Provide input from development for calendar set up on a new business unit with business solutions along with representation from marketing, design, materials, planning, costing quality, and sourcing to make sure timelines were accurate so buy ready would be met and it did! Selected to work on multiple high profile short timeline projects with limited process and guidance to delivery excellent results including Olympics, All Star, Jeremy Scott Conduct weekly cross functional meetings to allow for better communication and share information with cross functions on updates that pertain to the greater team Mentor new team members by implementing a new business unit manual and teaching development tasks Test product at multiple stages in development and communicate results with marketing to show potential risks and suggestions to alleviate risk for production Team focused and always willing to take on extra tasks as needed Sourcing and work in the following regions Thailand, China, Indonesia, Turkey, US, India, Bangladesh, Nicaragua. Product Developer Production Assistant Jan 2003 - Jan 2005 Company Name City , State Plan and purchase blanks and finished goods for private label needs. Update and track OTB reporting to ensure all product needs are met for store needs to meet sales requirements. Work with sourcing agents to develop new board shorts, prints, fleece, polo's, t- shirts, woven shirts and woven shorts Send out tech packs including specs, color standards, material needs, graphics and all product needs Manage fit sessions from first prototype on sample size extended to size sets and document final graded specs for factory and production documents Conduct all quality testing needs in development from color tests, wash testing and wear testing where needed Work with Screen-printing and embroidery technicians to ensure blank product passes embellishment testing needs Set up concept surf shop on Maui. Buying from selected surf brands covering jr. men's, women's, accessories, surfboards and skateboards. Selected from stock blank suppliers to produce private label program and ensure margins were met Sku volume buyer 700 est. volume 25 million annually. Consultant Jan 2003 Company Name City , State Work with local shop owner of Roxy store to improve assortment and set up OTB program. Review floor set up and improve merchandising. Set up immediate buy strategy to improve stock deficiencies and work to reduce assortment on slow sellers to improve turn time. . Men's Surf Buyer and Product Developer Jan 1999 - Jan 2003 Company Name City , State Buyer, Product Apparel Men's Surf Track and maintain stock to sales, gross margin reporting, location sales for 7 retail stores Exceed sales each month Manage slow selling merchandise through sell backs, discounts, merchandise transfers and exit strategies while maintaining margin requirements. Merchandise stores each week with store visits Buy from vendors keeping assortment fresh and in demand to maintain sales each month, vendor selection included Quiksilver, Billabong, Hurley, Volcom, Ripcurl, Lost, Split and selected local surf brands Set up monthly promotions to drive business with partnership from brands to provide incentive to customers while driving up selected brands monthly buy Plan OTB seasonally as well as manage chase orders Attend trade shows for action sports Establish and build good vendor relationships Sku volume buyer 700 est. volume 1.5 million annually Develop private label board shorts, cargo shorts, aloha shirts with sourcing agents Work with surfers to develop ultimate board shorts including testing materials, seam placements, fit and thread and stitches Shop marketplace to research trends and spot opportunity to grow business Work closely with store managers to watch stock to sales by region and have quick reactions to store need transfers as well as visit stores to maximize merchandising potentials. Buyer Jan 1997 - Jan 1999 Company Name City , State Business planning for Home décor department · Merchandise seasonal Christmas floor set up for 11 stores, communicate to all stores weekly · Observe sales weekly to see where items need replenishment and flag slow sellers that need help in moving goods. Attend trade shows for home goods to review and work with suppliers on best assortment and opportunities to gain margin through incentive programs · Work with store managers to learn about store needs and areas to improve · Determine advertising stories, and plan volumes for upcoming advertisements · Enter markdowns, maintain reporting needs · Sku volume buyer 1000 est. volume 5 million annually. Assistant Buyer Jan 1996 - Jan 1997 Company Name City , State Clerical to buying departments Update reporting for buyers of women's, coats, cosmetics Work on claims for vendors on returned merchandise Visit stores Merchandise floors to improve sale opportunities based off reporting's Sku volume buyer 1600 (covering women's apparel, cosmetics) 7 million annually. Education Bachelor of Arts : Sociology 1996 University of Oregon City Skills adobe, advertisements, advertising, Business planning, business solutions, Clerical, color, concept, delivery, driving, fashion, fast, functional, graphics, Illustrator, leadership, marketing, market, materials, meetings, Mentor, merchandising, excel, word, developer, paint, PLM, profit, quality, quick, reporting, research, retail, RMS, selling, sales, stories, strategy, teaching, tops, trade shows, workshops Additional Information Interests:
Snowboarding, surfing, yoga, skiing, hiking, running, exploring new areas to travel and
finding new art | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME490798020" style="
padding-top:0px;
"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_490798020_1_320063509"> <div class="name" itemprop="name"> <span class="field" id="490798020FNAM1"> </span> <span> </span> <span class="field" id="490798020LNAM1"> APPAREL DEVELOPER SPECIALIZED</span> </div> </div> </div> <div class="section" id="SECTION_SUMM490798025" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM490798025"> Professional Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_490798025_1_320063519"> <div class="field singlecolumn" id="490798025FRFM1"> Innovate apparel development and create new ideas that improve performance, quality and lead apparel
development industry standards. Collaborate with business counterparts to drive operation
process improvements to maximize development efficiencies and optimize growth potential
and profitability.</div> </div> </div> <div class="section" id="SECTION_HILT490798352" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_HILT490798352"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_490798352_1_320065740"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1" id="490798352SKC11"> <ul> <li> <span style="line-height: 1.5;"> Organized</span> <br/> </li> <li> <span style="line-height: 1.5;"> Detailed</span> <br/> </li> <li> <span style="line-height: 1.5;"> Problem Solver</span> <br/> </li> <li> <span style="line-height: 1.5;"> Creative</span> <br/> </li> <li> Proficient in Adobe CS5</li> <li> Flex PLM</li> <li> Excel</li> </ul> </td> <td class="field twocol_2" id="490798352SKC21"> <ul> <li> <span style="line-height: 1.5;"> Collaborative</span> <br/> </li> <li> <span style="line-height: 1.5;"> Innovative</span> <br/> </li> <li> <span style="line-height: 1.5;"> Driven</span> <br/> </li> <li> <span style="line-height: 1.5;"> Efficient</span> <br/> </li> <li> <span style="line-height: 1.5;"> Powerpoint</span> </li> <li> MS Office</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR490798022" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR490798022"> Work History</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_490798022_1_320063511" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="490798022JTIT1"> Apparel Developer Specialized</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="490798022JSTD1"> Jan 2014</span> <span> - </span> <span class="jobdates" format="%b %Y" id="490798022EDDT1"> Current</span> </span> </span> <br/> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="490798022COMP1" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="joblocation jobcity" id="490798022JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="490798022JSTA1" itemprop="addressRegion"> State</span> <br/> </span> </span> <span class="jobline" id="490798022JDES1" itemprop="description"> <ul> <li> Establish new fast track business model for JR fashion business across all product categories in the juniors market.</li> <li> Work with cross functional leadership to establish new source needs.</li> <li> Set up and onboard new suppliers as needed with Nordstrom product requirements.</li> <li> Create tools to gain speed in development process while also maintaining critical product testing and Nordstrom requirements.</li> <li> Lead weekly status meetings with upper management to overview process, tracking, potential concerns to ensure speed project was successful Step in to support technical woven development projects covering outerwear, denim, soft dressing.</li> <li> Guided team on new approaches of working including costing tools, streamlining meetings and optimizing new systems already set in place.</li> <li> Work with vendors when any issues arise as needed to steer projects back on course.</li> <li> Sourcing areas include United States, China, India, Nicaragua and Columbia.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_490798022_2_320063512" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="490798022JTIT2"> Manager Development Apparel</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="490798022JSTD2"> Jan 2006</span> <span> - </span> <span class="jobdates" format="%b %Y" id="490798022EDDT2"> Jan 2014</span> </span> </span> <br/> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="490798022COMP2" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="joblocation jobcity" id="490798022JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="490798022JSTA2" itemprop="addressRegion"> State</span> <br/> </span> </span> <span class="jobline" id="490798022JDES2" itemprop="description"> <ul> <li> Manager Apparel Development Technical apparel developer snowboarding outerwear, base layers, women's swim, board shorts, denim, woven shirts, t-shirts and sweatshirts, graphics, printing, knits, technical performance basketball, track jackets, women's fashion knits tops and bottoms, fashion original garments.</li> <li> Build tech packs and communicate daily with factories to execute technical product assortments.</li> <li> Collaborate with design and marketing up front to provide up front costing analysis in design phase to ensure product is right first time and eliminate added sample rounds and improve delivery time to customers. </li> <li> Reduced labor rates on product by 10% increasing profit </li> <li> Update workmanship sketches, material call outs and technical images in illustrator format on tech packs to the factory </li> <li> Visit factories to conduct workshops to improve process and reduce steps to improve development time for better response to promo needs. </li> <li> Innovate on process where not set to create standard operation process for wider audience to reference and allow category growth as needed for promo business unit expansion. </li> <li> Work with athletes on wear testing trials to gain information for product improvements. </li> <li> Coordinate and manage fit sessions with all necessary cross functions to review styles and execute needs.</li> <li> Directly work with suppliers and manufacturers to gain in depth technical knowledge and utilize information as needed on developments </li> <li> Lead costing, improvements and technical quality standards to ensure all end results are captured </li> <li> Provide input from development for calendar set up on a new business unit with business solutions along with representation from marketing, design, materials, planning, costing quality, and sourcing to make sure timelines were accurate so buy ready would be met and it did! </li> <li> Selected to work on multiple high profile short timeline projects with limited process and guidance to delivery excellent results including Olympics, All Star, Jeremy Scott </li> <li> Conduct weekly cross functional meetings to allow for better communication and share information with cross functions on updates that pertain to the greater team </li> <li> Mentor new team members by implementing a new business unit manual and teaching development tasks </li> <li> Test product at multiple stages in development and communicate results with marketing to show potential risks and suggestions to alleviate risk for production </li> <li> Team focused and always willing to take on extra tasks as needed</li> <li> Sourcing and work in the following regions Thailand, China, Indonesia, Turkey, US, India, Bangladesh, Nicaragua.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_490798022_3_320063513" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="490798022JTIT3"> Product Developer Production Assistant</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="490798022JSTD3"> Jan 2003</span> <span> - </span> <span class="jobdates" format="%b %Y" id="490798022EDDT3"> Jan 2005</span> </span> </span> <br/> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="490798022COMP3" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="joblocation jobcity" id="490798022JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="490798022JSTA3" itemprop="addressRegion"> State</span> <br/> </span> </span> <span class="jobline" id="490798022JDES3" itemprop="description"> <ul> <li> Plan and purchase blanks and finished goods for private label needs.</li> <li> Update and track OTB reporting to ensure all product needs are met for store needs to meet sales requirements.</li> <li> Work with sourcing agents to develop new board shorts, prints, fleece, polo's, t- shirts, woven shirts and woven shorts Send out tech packs including specs, color standards, material needs, graphics and all product needs Manage fit sessions from first prototype on sample size extended to size sets and document final graded specs for factory and production documents Conduct all quality testing needs in development from color tests, wash testing and wear testing where needed Work with Screen-printing and embroidery technicians to ensure blank product passes embellishment testing needs Set up concept surf shop on Maui.</li> <li> Buying from selected surf brands covering jr.</li> <li> men's, women's, accessories, surfboards and skateboards.</li> <li> Selected from stock blank suppliers to produce private label program and ensure margins were met Sku volume buyer 700 est.</li> <li> volume 25 million annually.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_490798022_4_320063514" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="490798022JTIT4"> Consultant</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="490798022JSTD4"> Jan 2003</span> <span class="jobdates" format="%b %Y" id="490798022EDDT4"> </span> </span> </span> <br/> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="490798022COMP4" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="joblocation jobcity" id="490798022JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="490798022JSTA4" itemprop="addressRegion"> State</span> <br/> </span> </span> <span class="jobline" id="490798022JDES4" itemprop="description"> <ul> <li> Work with local shop owner of Roxy store to improve assortment and set up OTB program.</li> <li> Review floor set up and improve merchandising.</li> <li> Set up immediate buy strategy to improve stock deficiencies and work to reduce assortment on slow sellers to improve turn time.</li> <li> .</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_490798022_5_320063515" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="490798022JTIT5"> Men's Surf Buyer and Product Developer</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="490798022JSTD5"> Jan 1999</span> <span> - </span> <span class="jobdates" format="%b %Y" id="490798022EDDT5"> Jan 2003</span> </span> </span> <br/> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="490798022COMP5" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="joblocation jobcity" id="490798022JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="490798022JSTA5" itemprop="addressRegion"> State</span> <br/> </span> </span> <span class="jobline" id="490798022JDES5" itemprop="description"> <ul> <li> Buyer, Product Apparel Men's Surf Track and maintain stock to sales, gross margin reporting, location sales for 7 retail stores Exceed sales each month Manage slow selling merchandise through sell backs, discounts, merchandise transfers and exit strategies while maintaining margin requirements.</li> <li> Merchandise stores each week with store visits Buy from vendors keeping assortment fresh and in demand to maintain sales each month, vendor selection included Quiksilver, Billabong, Hurley, Volcom, Ripcurl, Lost, Split and selected local surf brands Set up monthly promotions to drive business with partnership from brands to provide incentive to customers while driving up selected brands monthly buy Plan OTB seasonally as well as manage chase orders Attend trade shows for action sports Establish and build good vendor relationships Sku volume buyer 700 est.</li> <li> volume 1.5 million annually Develop private label board shorts, cargo shorts, aloha shirts with sourcing agents Work with surfers to develop ultimate board shorts including testing materials, seam placements, fit and thread and stitches Shop marketplace to research trends and spot opportunity to grow business Work closely with store managers to watch stock to sales by region and have quick reactions to store need transfers as well as visit stores to maximize merchandising potentials.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_490798022_6_320063517" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="490798022JTIT6"> Buyer</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="490798022JSTD6"> Jan 1997</span> <span> - </span> <span class="jobdates" format="%b %Y" id="490798022EDDT6"> Jan 1999</span> </span> </span> <br/> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="490798022COMP6" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="joblocation jobcity" id="490798022JCIT6" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="490798022JSTA6" itemprop="addressRegion"> State</span> <br/> </span> </span> <span class="jobline" id="490798022JDES6" itemprop="description"> <ul> <li> Business planning for Home décor department · Merchandise seasonal Christmas floor set up for 11 stores, communicate to all stores weekly · Observe sales weekly to see where items need replenishment and flag slow sellers that need help in moving goods.</li> <li> Attend trade shows for home goods to review and work with suppliers on best assortment and opportunities to gain margin through incentive programs · Work with store managers to learn about store needs and areas to improve · Determine advertising stories, and plan volumes for upcoming advertisements · Enter markdowns, maintain reporting needs · Sku volume buyer 1000 est.</li> <li> volume 5 million annually.</li> </ul> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_490798022_7_320063518" itemscope="" itemtype="https://schema.org/Organization"> <div class="singlecolumn"> <span class="paddedline" style="display: inline;"> <span class="jobtitle" id="490798022JTIT7"> Assistant Buyer</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" format="%b %Y" id="490798022JSTD7"> Jan 1996</span> <span> - </span> <span class="jobdates" format="%b %Y" id="490798022EDDT7"> Jan 1997</span> </span> </span> <br/> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="490798022COMP7" itemprop="name"> Company Name</span> <span> </span> <span class="datesWrapper"> <span class="joblocation jobcity" id="490798022JCIT7" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="490798022JSTA7" itemprop="addressRegion"> State</span> <br/> </span> </span> <span class="jobline" id="490798022JDES7" itemprop="description"> <ul> <li> Clerical to buying departments Update reporting for buyers of women's, coats, cosmetics Work on claims for vendors on returned merchandise Visit stores Merchandise floors to improve sale opportunities based off reporting's Sku volume buyer 1600 (covering women's apparel, cosmetics) 7 million annually.</li> </ul> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC490798353" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC490798353"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_490798353_1_320064800" itemscope="" itemtype="https://schema.org/EducationalOrganization"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="490798353DGRE1" itemprop="name"> Bachelor of Arts</span> <span> : </span> <span class="programline" id="490798353STUY1"> Sociology</span> <span> </span> <span class="datesWrapper"> <span class="jobdates" id="490798353GRYR1"> 1996</span> </span> <br/> </span> <span class="paddedline"> <span class="companyname companyname_educ" id="490798353SCHO1" itemprop="name"> University of Oregon</span> <span> </span> <span class="datesWrapper"> <span class="joblocation jobcity" id="490798353SCIT1"> City</span> <span class="joblocation jobstate" id="490798353SSTA1"> </span> </span> <br/> </span> <span class="field" id="490798353FRFM1"> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL490798029" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL490798029"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_490798029_1_320063523"> <div class="field singlecolumn" id="490798029FRFM1"> adobe, advertisements, advertising, Business planning, business solutions, Clerical, color, concept, delivery, driving, fashion, fast, functional, graphics, Illustrator, leadership, marketing, market, materials, meetings, Mentor, merchandising, excel, word, developer, paint, PLM, profit, quality, quick, reporting, research, retail, RMS, selling, sales, stories, strategy, teaching, tops, trade shows, workshops</div> </div> </div> <div class="section" id="SECTION_ADDI490798030" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ADDI490798030"> Additional Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_490798030_1_320063524"> <div class="field singlecolumn" id="490798030FRFM1"> <ul> <li> Interests:
Snowboarding, surfing, yoga, skiing, hiking, running, exploring new areas to travel and
finding new art</li> </ul> </div> </div> </div> </div> | APPAREL |
27,694,040 | APPAREL PRODUCTION MANAGER Executive Profile Creative Apparel Production Manager adept at product development design change and cost tracking to adhere to
budgetary guidelines. Proficient in the use of design software to further expedite project completions. Specialize in
applying creative approaches to design while managing daily production staff activities. Professional Experience August 2013 to Current Company Name City , State Apparel Production Manager Set production schedules and established production specifications. Checked finished apparel for size accuracy. Performed fabric tests to ensure quality compliance. Oversaw daily facility activities. Ensured that all facility maintenance procedures were followed. February 2009 to August 2013 City , State Apparel Production Manager Reviewed production sketches. Periodically updated production specifications. Set team objectives. Addressed quality control issues. September 2006 to November 2008 Company Name City , State Apparel Production Manager Reviewed equipment performance reports. Maintained contact with clients to ensure timely fulfillment of orders. Prepared purchase orders invoices and budget reports. Routinely inspected staff work areas. May 2005 to September 2006 Company Name City , State Apparel Production Manager Coordinated with other offices to ensure consistency in apparel production. Set monthly production quotas and tracked production in real-time. Oversaw inventory of fabric and related supplies. Prepared sales samples per client requests. Education 2005 University of California City , State Bachelor of Science : Applied Management Applied Management 2009 University of California City , State Bachelor of Science : Business Administration Business Administration Want more? Check out our other examples. See More Examples Skills Adobe Photoshop, budget, client, clients, design software, facility maintenance, inventory, multitasking, product design, quality, quality assurance, quality control, real-time, sales | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME805541739" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_805541739_1_523297590" style="padding-top:0px;"> <div class="name" itemprop="name"> <span class="field" id="805541739FNAM1"> </span> <span> </span> <span class="field" id="805541739LNAM1"> APPAREL PRODUCTION MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM805541743" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM805541743"> Executive Profile</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_805541743_1_523297598" style="padding-top:0px;"> <div class="field singlecolumn" id="805541743FRFM1"> Creative Apparel Production Manager adept at product development design change and cost tracking to adhere to
budgetary guidelines. Proficient in the use of design software to further expedite project completions. Specialize in
applying creative approaches to design while managing daily production staff activities.</div> </div> </div> <div class="section" id="SECTION_HILT805541745" style="padding-top:0px;"> </div> <div class="section" id="SECTION_ACCM805542012" style="padding-top:0px;"> </div> <div class="section" id="SECTION_EXPR805541741" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR805541741"> Professional Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_805541741_1_523297595" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="dates_wrapper"> <div class="jobdates" format="%B %Y" id="805541741JSTD1"> August 2013</div> <div> to </div> <div class="jobdates" format="%B %Y" id="805541741EDDT1"> Current</div> </div> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="805541741COMP1" itemprop="name"> Company Name</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="805541741JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="805541741JSTA1" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobtitle" id="805541741JTIT1"> Apparel Production Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="805541741JDES1" itemprop="description"> <ul> <li> Set production schedules and established production specifications.</li> <li> Checked finished apparel for size accuracy.</li> <li> Performed fabric tests to ensure quality compliance.</li> <li> Oversaw daily facility activities.</li> <li> Ensured that all facility maintenance procedures were followed.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_805541741_2_523297594" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="dates_wrapper"> <div class="jobdates" format="%B %Y" id="805541741JSTD2"> February 2009</div> <div> to </div> <div class="jobdates" format="%B %Y" id="805541741EDDT2"> August 2013</div> </div> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="805541741COMP2" itemprop="name"> </span> <span class="statesWrapper"> <span class="joblocation jobcity" id="805541741JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="805541741JSTA2" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobtitle" id="805541741JTIT2"> Apparel Production Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="805541741JDES2" itemprop="description"> <ul> <li> Reviewed production sketches.</li> <li> Periodically updated production specifications.</li> <li> Set team objectives.</li> <li> Addressed quality control issues.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_805541741_3_523297593" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="dates_wrapper"> <div class="jobdates" format="%B %Y" id="805541741JSTD3"> September 2006</div> <div> to </div> <div class="jobdates" format="%B %Y" id="805541741EDDT3"> November 2008</div> </div> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="805541741COMP3" itemprop="name"> Company Name</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="805541741JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="805541741JSTA3" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobtitle" id="805541741JTIT3"> Apparel Production Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="805541741JDES3" itemprop="description"> <ul> <li> Reviewed equipment performance reports.</li> <li> Maintained contact with clients to ensure timely fulfillment of orders.</li> <li> Prepared purchase orders invoices and budget reports.</li> <li> Routinely inspected staff work areas.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_805541741_4_523297592" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="dates_wrapper"> <div class="jobdates" format="%B %Y" id="805541741JSTD4"> May 2005</div> <div> to </div> <div class="jobdates" format="%B %Y" id="805541741EDDT4"> September 2006</div> </div> <div class="singlecolumn"> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" dependency="COMP+JCIT|JSTA" id="805541741COMP4" itemprop="name"> Company Name</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="805541741JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="805541741JSTA4" itemprop="addressRegion"> State</span> </span> </span> <span class="paddedline"> <span class="jobtitle" id="805541741JTIT4"> Apparel Production Manager</span> <span> </span> </span> <span class="paddedline"> <span class="jobline" id="805541741JDES4" itemprop="description"> <ul> <li> Coordinated with other offices to ensure consistency in apparel production.</li> <li> Set monthly production quotas and tracked production in real-time.</li> <li> Oversaw inventory of fabric and related supplies.</li> <li> Prepared sales samples per client requests.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC805541742" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC805541742"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_805541742_1_523297596" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="dates_wrapper"> <span class="jobdates" id="805541742GRYR1"> 2005</span> </div> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="805541742SCHO1" itemprop="name"> University of California</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="805541742SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="805541742SSTA1"> State</span> <span class="joblocation jobstate" id="805541742SCNT1"> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="805541742DGRE1" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="805541742STUY1"> Applied Management</span> </span> <span class="paddedline"> <span class="field" id="805541742FRFM1"> Applied Management</span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_805541742_2_523297597" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="dates_wrapper"> <span class="jobdates" id="805541742GRYR2"> 2009</span> </div> <div class="singlecolumn"> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="805541742SCHO2" itemprop="name"> University of California</span> <span class="statesWrapper"> <span class="joblocation jobcity" id="805541742SCIT2"> City</span> <span> , </span> <span class="joblocation jobstate" id="805541742SSTA2"> State</span> <span class="joblocation jobstate" id="805541742SCNT2"> </span> </span> </span> <span class="paddedline" itemprop="description"> <span class="degree" id="805541742DGRE2" itemprop="name"> Bachelor of Science</span> <span> : </span> <span class="programline" id="805541742STUY2"> Business Administration</span> </span> <span class="paddedline"> <span class="field" id="805541742FRFM2"> Business Administration Want more? Check out our other examples. See More Examples</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL805541744" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL805541744"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_805541744_1_523297599" style="padding-top:0px;"> <div class="field singlecolumn" id="805541744FRFM1"> Adobe Photoshop, budget, client, clients, design software, facility maintenance, inventory, multitasking, product design, quality, quality assurance, quality control, real-time, sales</div> </div> </div> </div> | APPAREL |
15,535,408 | APPAREL ZONE SUPERVISOR Summary Expert retail sales professional offering 4+ years experience in multiple retail settings. Focused on exceeding sales
goals. Punctual retail sales professional focused on exceeding expectations and building customer loyalty. Flexible
schedule and strong communication skills. Highlights Cash handling accuracy Inventory control procedures Excellent multi-tasker Strong communication skills Employee scheduling Loss prevention Organized Detail-oriented Flexible schedule Experience Apparel Zone Supervisor December 2016 to Current Company Name - City , State Answered customers' questions and addressed problems and complaints in person and via phone. Opened and closed the store, which included counting cash drawers and making bank deposits. Collaborated with customer service team members to give exceptional service throughout the entire shopping and purchasing experience. Key holder/zone supervisor responsible for monitoring floor, manager approvals, money handling responsibilities,
2nd and 3rd checks on E4473 documents, responsible for all area not just my own including camping, firearms, footwear,
fishing, archery. Closing duties/opening duties, setting AD and checking for accuracy, assisting customers in all areas,
web ordering, properly processing truck deliveries, actively learning about products. Operating cash register with 100%
accuracy. Maintaining cleanliness of entire store. Consumer Electronics Sales Lead, Merchandising Supervisor December 2014 to December 2016 Company Name - City , State Operated a cash register for cash, check and credit card transactions with 100% accuracy. Completed all point of
sale opening and closing procedures, including counting the contents of the cash register.Verified that all
customers received receipts for their purchases. Handled all customer relations issues in a gracious manner and in accordance with company policies.Welcomed
customers into the store and helped them locate items.Shared best practices for sales and customer service with
other team members to help improve the stores efficiency.Resolved all customer complaints in a professional
manner while prioritizing customer satisfaction.Followed merchandising guidelines to present visually
appealing displays.Maintained established merchandising standards, including window, sales floor and
promotionaldisplays.Answered customer telephone calls promptly and in an appropriate manner.Determined
customer needs by asking relevant questions and listening actively to the responses.Strategically scheduled
team members to maintain optimal staffing levels at all times.Actively pursued personal learning and
development opportunities.Communicated clear expectations and goals to each team member. Manager January 2014 to December 2014 Company Name - City , State Completed all point of sale opening and closing procedures, including counting the contents of the cash
register.Verified that all customers received receipts for their purchases.Cultivated a customer-focused shopping
environment by greeting and responding to all customers in a
friendly manner. Determined customer needs by asking relevant questions and listening actively to the responses.Maintained
established merchandising standards, including window, sales floor and promotional displays. Preserved a
perfect attendance record for 11 months. Maintained established merchandising standards, including window, sales floor and promotional displays. Strategically scheduled team members to maintain optimal staffing levels at all times. Supervised and directed all merchandise and shipment processing.Actively pursued personal learning and
development opportunities.Followed merchandising guidelines to present visually appealing displays. Mentored new sales associates to contribute to the store's positive culture. Sales Consultant December 2013 to January 2014 Company Name - City , State Completed all point of sale opening and closing procedures, including counting the contents of the cash
register.Operated a cash register for cash, check and credit card transactions with 100% accuracy.Priced
merchandise, stocked shelves and took inventory of supplies. Cleaned and organized the store, including the checkout desk and displays.Alerted customers to upcoming
sales events and promotions.Welcomed customers into the store and helped them locate items.Educated
customers about the brand to incite excitement about the company\'s mission and values.Used time efficiently
when not serving customers, including cleaning and dusting displays.Worked with the management team to
implement the proper division of responsibilities.Answered customer telephone calls promptly and in an
appropriate manner.Determined customer needs by asking relevant questions and listening actively to the
responses. Education High School Diploma : 2009 Penn Foster - City , State Graduated with 3.6 GPA Skills setting AD with 100% accuracy, cash
register, Computer literate, Credit, customer relations, customer satisfaction, customer service, inventory, listening, Merchandising, POS, problem solver, selling, sales, staffing, supervisor, team player, telephone skills | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME932373605" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_932373605_1_613161724" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="932373605FNAM1"> </span> <span> </span> <span class="field" id="932373605LNAM1"> APPAREL ZONE SUPERVISOR</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM932373609" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM932373609"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_932373609_1_613161731" style="padding-top:0px;"> <div class="field singlecolumn" id="932373609FRFM1"> Expert retail sales professional offering 4+ years experience in multiple retail settings. Focused on exceeding sales
goals. Punctual retail sales professional focused on exceeding expectations and building customer loyalty. Flexible
schedule and strong communication skills.</div> </div> </div> <div class="section" id="SECTION_HILT932373611" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT932373611"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_932373611_1_613169393" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="932373611SKC11"> <ul> <li class=""> Cash handling accuracy</li> <li class=""> Inventory control procedures</li> <li class=""> Excellent multi-tasker</li> <li class=""> Strong communication skills</li> </ul> </td> <td class="field twocol_2 charspace" id="932373611SKC21"> <ul> <li class=""> Employee scheduling</li> <li class=""> Loss prevention</li> <li class=""> Organized</li> <li class=""> Detail-oriented</li> <li class=""> Flexible schedule</li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR932373607" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR932373607"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_932373607_1_613161726" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="932373607JTIT1"> Apparel Zone Supervisor</span> <br/> <span> <span class="jobdates" format="%B %Y" id="932373607JSTD1"> December 2016</span> <span> to </span> <span class="jobdates" format="%B %Y" id="932373607EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="932373607COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="932373607JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="932373607JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="932373607JDES1" itemprop="description"> <ul> <li> <span class=""> Answered customers' questions and addressed problems and complaints in person and via phone. </span> </li> <li> <span class=""> Opened and closed the store, which included counting cash drawers and making bank deposits. </span> </li> <li> <span class=""> Collaborated with customer service team members to give exceptional service throughout the entire shopping and purchasing experience. </span> </li> <li> Key holder/zone supervisor responsible for monitoring floor, manager approvals, money handling responsibilities,
2nd and 3rd checks on E4473 documents, responsible for all area not just my own including camping, firearms, footwear,
fishing, archery.</li> <li> Closing duties/opening duties, setting AD and checking for accuracy, assisting customers in all areas,
web ordering, properly processing truck deliveries, actively learning about products.</li> <li> Operating cash register with 100%
accuracy.</li> <li> Maintaining cleanliness of entire store.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_932373607_2_613161727" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="932373607JTIT2"> Consumer Electronics Sales Lead, Merchandising Supervisor</span> <br/> <span> <span class="jobdates" format="%B %Y" id="932373607JSTD2"> December 2014</span> <span> to </span> <span class="jobdates" format="%B %Y" id="932373607EDDT2"> December 2016</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="932373607COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="932373607JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="932373607JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="932373607JDES2" itemprop="description"> <ul> <li> Operated a cash register for cash, check and credit card transactions with 100% accuracy.</li> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <div class="newSpan" style="margin-left: -53px;"> </div> <li class="tempListItem" style="list-style-type:none"> </li> <li class="tempListItem" style="list-style-type:none"> </li> <li> Completed all point of
sale opening and closing procedures, including counting the contents of the cash register.Verified that all
customers received receipts for their purchases.</li> <li> Handled all customer relations issues in a gracious manner and in accordance with company policies.Welcomed
customers into the store and helped them locate items.Shared best practices for sales and customer service with
other team members to help improve the stores efficiency.Resolved all customer complaints in a professional
manner while prioritizing customer satisfaction.Followed merchandising guidelines to present visually
appealing displays.Maintained established merchandising standards, including window, sales floor and
promotionaldisplays.Answered customer telephone calls promptly and in an appropriate manner.Determined
customer needs by asking relevant questions and listening actively to the responses.Strategically scheduled
team members to maintain optimal staffing levels at all times.Actively pursued personal learning and
development opportunities.Communicated clear expectations and goals to each team member.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_932373607_3_613161728" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="932373607JTIT3"> Manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="932373607JSTD3"> January 2014</span> <span> to </span> <span class="jobdates" format="%B %Y" id="932373607EDDT3"> December 2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="932373607COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="932373607JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="932373607JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="932373607JDES3" itemprop="description"> <ul> <li> Completed all point of sale opening and closing procedures, including counting the contents of the cash
register.Verified that all customers received receipts for their purchases.Cultivated a customer-focused shopping
environment by greeting and responding to all customers in a
friendly manner.</li> <li> Determined customer needs by asking relevant questions and listening actively to the responses.Maintained
established merchandising standards, including window, sales floor and promotional displays. Preserved a
perfect attendance record for 11 months.</li> <li> Maintained established merchandising standards, including window, sales floor and promotional displays.</li> <li> Strategically scheduled team members to maintain optimal staffing levels at all times.</li> <li> Supervised and directed all merchandise and shipment processing.Actively pursued personal learning and
development opportunities.Followed merchandising guidelines to present visually appealing displays.</li> <li> Mentored new sales associates to contribute to the store's positive culture.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_932373607_4_613161729" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="932373607JTIT4"> Sales Consultant</span> <br/> <span> <span class="jobdates" format="%B %Y" id="932373607JSTD4"> December 2013</span> <span> to </span> <span class="jobdates" format="%B %Y" id="932373607EDDT4"> January 2014</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="932373607COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="932373607JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="932373607JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="932373607JDES4" itemprop="description"> <ul> <li> Completed all point of sale opening and closing procedures, including counting the contents of the cash
register.Operated a cash register for cash, check and credit card transactions with 100% accuracy.Priced
merchandise, stocked shelves and took inventory of supplies.</li> <li> Cleaned and organized the store, including the checkout desk and displays.Alerted customers to upcoming
sales events and promotions.Welcomed customers into the store and helped them locate items.Educated
customers about the brand to incite excitement about the company\'s mission and values.Used time efficiently
when not serving customers, including cleaning and dusting displays.Worked with the management team to
implement the proper division of responsibilities.Answered customer telephone calls promptly and in an
appropriate manner.Determined customer needs by asking relevant questions and listening actively to the
responses.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC932373608" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC932373608"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_932373608_1_613161730" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="932373608DGRE1" itemprop="name"> High School Diploma</span> <span> : </span> <span class="programline" dependency="STUY" id="932373608STUY1"> </span> <span class="jobdates" id="932373608GRYR1"> 2009</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="932373608SCHO1" itemprop="name"> Penn Foster</span> <span> - </span> <span class="joblocation jobcity" id="932373608SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="932373608SSTA1"> State</span> <span class="joblocation jobstate" id="932373608SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="932373608FRFM1"> Graduated with 3.6 GPA</span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL932373610" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL932373610"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_932373610_1_613161732" style="padding-top:0px;"> <div class="field singlecolumn" id="932373610FRFM1"> setting AD with 100% accuracy, cash
register, Computer literate, Credit, customer relations, customer satisfaction, customer service, inventory, listening, Merchandising, POS, problem solver, selling, sales, staffing, supervisor, team player, telephone skills</div> </div> </div> </div> | APPAREL |
13,386,301 | FINE APPAREL DEPARTMENT MANAGER Summary Results driven General Manager with strong interpersonal skills with extensive luxury retail sales experience, focused on client development and retention. Success has no excuses. Accomplishments Increased gross revenues at Max Mara Northbrook by 76% Promoted to Store Manager after 12 months in the Assistant Manager position Promoted to Assistant Manager after 6 months in the Stylist position Profitably sold Sans Pareil Inc. Turned a $2000 investment into 1.8 million dollar business within 5 years of inception Experience 11/2013 to Current Fine Apparel Department Manager Company Name - City , State Manage, drive a high volume multi vendor business to achieve goals Strategically plan business to meet sales goals, talent development Provide leadership, team building to store, sales staff in driving sales, service, profitability Provide team with tools, training of company values, core focus of brand imaging Retain, motivate, coach, train an elite sales team in the art of clientèle Motivate, lead by example in the standards of excellence Work in tandem with buying office to meet business needs, maximize opportunities in market Develop, maintain strong vendor relations to drive sales and meet sales goals Oversee merchandise opportunities, set merchandise standards, evaluate merchandise performance, adjust to meet business needs Oversee the selling process, providing leadership, motivation to store team, achieving sales, volume goals Establish, maintain high performance service standards to enhance customer experience, actively seek input from customers to ensure consistent adherence to service standards Actively train, develop, coach the team to achieve goals, while modeling sales focused behaviors, skills development that utilizes the available tools Proactive in managing performance, ensuring that the store team clearly understand their roles, are focused on achieving goals Oversee stylists development, empower the sales force to achieve selling goals through product knowledge, coaching, performance feedback Attract, retain key associates by becoming/maintaining the employer of choice in local market In constant pursuit of top talent in surrounding market to optimize staffing opportunities 01/2011 to 10/2013 General Manager Company Name - City , State Consecutively increased business by 16% year one and 10% year two, by training, developing sales staff in the art of client outreach and retainment Developed, implemented a standardized process for client development performance, growth and increasing client retention Established, maintain strong rapport with community to increase brand awareness Train, maintain the standards of excellence set by brand Provide leadership, team building to the store associates , driving sales, high caliber service, profitability Provide store team with tools, coaching required to meet brand filter service standards Focus on sales, profitability; establish, maintain customer focused standards, set work pace, deliver store goals Provide vision, motivation to achieve goal Groom for succession, empower to excel Create, maintain high performance team and environment Attract, retain key associates in local market 01/2010 to 01/2011 Assistant Manager Company Name - City , State In partnership with management, increase YTD sales by 16% Managed and successfully groomed all stylist in the art of client outreach resulting in double digit growth Oversee the selling process, providing leadership and motivation to store management team, associates in achieving sales and volume goals Establish, maintains high performance service standards, to enhance the customer experience, actively seek input from customers to ensure consistent adherence to service standards Actively train, develop, coaches the team to achieve goals, while modeling sales focused behaviors, skills development that utilizes the available tools Manage, evaluate performance, ensuring that the store team clearly understand their roles, are focused on achieving goals Develop, retain direct reports, ensuring their readiness for increased responsibility and providing a bench of internal talent to fill open positions Oversee stylist development, empower the sales force to achieve selling goals through product knowledge, coaching, performance feedback Maintain knowledge of top talent in the market place, proactive recruitment to fill open positions 06/2009 to 01/2010 Stylist Company Name - City , State Developed and a maintained a strong client book which increased store revenue by 12% in 6 months YDT Maintained, developed loyal clients, exponentially increased client spend Developed, maintained a strong relationship with management, team members Demonstrated strong operational skills (managing stock rotations, transfers, and inventory) Top sales person in MaxMara Northbrook Promoted to Key holder in 2 months 06/1992 to 03/2007 Owner/ Designer/ Wholesaler/ High End Children's Apparel Company Name - City , State Turned a $2000 investment into a 1.8 million dollar business within 5 years of inception Concurrently operated 2 retail locations, manufacturing facility Successfully maintained, developed a loyal client following with exponential growth Designed, produced, wholesaled a private label collection with margins of 70% and higher Managed a staff of 48 Hired, trained staff to meet the business needs Developed and maintained strong vendor relations Recognized, introduced new designers into the market Recruited and maintained a loyal and highly motivated staff with a turnover of 10% or less Developed, maintained strong ties in the community by partnering in charity activities Sold business profitably in 2007 Education Bachelor of Arts : Graphic Arts/ Business Loyola University - City , State Minor Business/Jewelry design Fluent in English and Spanish Skills Microsoft Excel, Word, Power Point Trend analysis Ability to quickly adapt to changing markets Established track record of customer focused sales growth Ability to deliver results against goals build effective, motivated teams, foster teamwork, and demonstrate sound business judgment 20+ years related management experience Business Acumen Building Effective Teams Customer Focus Developing Direct Reports and Others Drive for Results Interpersonal Savvy Managing and Measuring Work Managing Vision and Purpose Motivating Others Problem Solving Ability to Asses People Consistently striving for excellence | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME268683761" style="
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"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_268683761_1_170789513" style="
padding-top:0px;
"> <div class="name thinbottomborder" itemprop="name"> <span class="field fName" id="268683761FNAM1"> </span> <span> </span> <span class="field" id="268683761LNAM1"> FINE APPAREL DEPARTMENT MANAGER</span> </div> </div> </div> <div class="section" id="SECTION_SUMM268683763" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SUMM268683763"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_268683763_1_170803213" style="
padding-top:0px;
"> <div class="field singlecolumn noPind" id="268683763FRFM1"> <p align="LEFT"> Results driven General Manager with strong interpersonal skills with extensive luxury retail sales experience, focused on client development and retention. Success has no excuses.</p> </div> </div> </div> <div class="section" id="SECTION_ACCM268684258" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_ACCM268684258"> Accomplishments</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_268684258_1_172232026" style="
padding-top:0px;
"> <div class="field singlecolumn" id="268684258FRFM1"> <ul> <li> Increased gross revenues at Max Mara Northbrook by 76%</li> <li> Promoted to Store Manager after 12 months in the Assistant Manager position</li> <li> Promoted to Assistant Manager after 6 months in the Stylist position</li> <li> Profitably sold Sans Pareil Inc.</li> <li> Turned a $2000 investment into 1.8 million dollar business within 5 years of inception</li> </ul> </div> </div> </div> <div class="section" id="SECTION_EXPR268683765" style="
padding-top:5px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EXPR268683765"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_268683765_1_172222053" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="268683765JSTD1"> 11/2013</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="268683765EDDT1"> Current</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="268683765JTIT1"> Fine Apparel Department Manager</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="268683765COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="268683765JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="268683765JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="268683765JDES1" itemprop="description"> <ul> <li> Manage, drive a high volume multi vendor business to achieve goals</li> <li> Strategically plan business to meet sales goals, talent development</li> <li> Provide leadership, team building to store, sales staff in driving sales, service, profitability</li> <li> Provide team with tools, training of company values, core focus of brand imaging </li> <li> Retain, motivate, coach, train an elite sales team in the art of clientèle</li> <li> Motivate, lead by example in the standards of excellence </li> <li> Work in tandem with buying office to meet business needs, maximize opportunities in market</li> <li> Develop, maintain strong vendor relations to drive sales and meet sales goals</li> <li> Oversee merchandise opportunities, set merchandise standards, evaluate merchandise performance, adjust to meet business needs</li> <li> Oversee the selling process, providing leadership, motivation to store team, achieving sales, volume goals</li> <li> Establish, maintain high performance service standards to enhance customer experience, actively seek input from customers to ensure consistent adherence to service standards</li> <li> Actively train, develop, coach the team to achieve goals, while modeling sales focused behaviors, skills development that utilizes the available tools </li> <li> Proactive in managing performance, ensuring that the store team clearly understand their roles, are focused on achieving goals</li> <li> Oversee stylists development, empower the sales force to achieve selling goals through product knowledge, coaching, performance feedback</li> <li> Attract, retain key associates by becoming/maintaining the employer of choice in local market</li> <li> In constant pursuit of top talent in surrounding market to optimize staffing opportunities </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_268683765_2_231123087" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="268683765JSTD2"> 01/2011</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="268683765EDDT2"> 10/2013</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="268683765JTIT2"> General Manager</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="268683765COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="268683765JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="268683765JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="268683765JDES2" itemprop="description"> <p align="LEFT"> <b> Consecutively increased business by 16% year one and 10% year two, by training, developing sales staff in the art of client outreach and retainment</b> </p> <ul> <li> Developed, implemented a standardized process for client development performance, growth and increasing client retention</li> <li> Established, maintain strong rapport with community to increase brand awareness</li> <li> Train, maintain the standards of excellence set by brand</li> <li> Provide leadership, team building to the store associates , driving sales, high caliber service, profitability</li> <li> Provide store team with tools, coaching required to meet brand filter service standards</li> <li> Focus on sales, profitability; establish, maintain customer focused standards, set work pace, deliver store goals</li> <li> Provide vision, motivation to achieve goal</li> <li> Groom for succession, empower to excel</li> <li> Create, maintain high performance team and environment</li> <li> Attract, retain key associates in local market</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_268683765_3_172230614" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="268683765JSTD3"> 01/2010</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="268683765EDDT3"> 01/2011</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="268683765JTIT3"> Assistant Manager</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="268683765COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="268683765JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="268683765JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="268683765JDES3" itemprop="description"> <ul> <li> <b> In partnership with management, increase YTD sales by 16%</b> </li> <li> <b> Managed and successfully groomed all stylist in the art of client outreach resulting in double digit growth </b> </li> <li> Oversee the selling process, providing leadership and motivation to store management team, associates in achieving sales and volume goals</li> <li> Establish, maintains high performance service standards, to enhance the customer experience, actively seek input from customers to ensure consistent adherence to service standards</li> <li> Actively train, develop, coaches the team to achieve goals, while modeling sales focused behaviors, skills development that utilizes the available tools </li> <li> Manage, evaluate performance, ensuring that the store team clearly understand their roles, are focused on achieving goals</li> <li> Develop, retain direct reports, ensuring their readiness for increased responsibility and providing a bench of internal talent to fill open positions</li> <li> Oversee stylist development, empower the sales force to achieve selling goals through product knowledge, coaching, performance feedback</li> <li> Maintain knowledge of top talent in the market place, proactive recruitment to fill open positions</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_268683765_4_172230776" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="268683765JSTD4"> 06/2009</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="268683765EDDT4"> 01/2010</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="268683765JTIT4"> Stylist</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="268683765COMP4" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="268683765JCIT4" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="268683765JSTA4" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="268683765JDES4" itemprop="description"> <ul> <li> <b> Developed and a maintained a strong client book which increased store revenue by 12% in 6 months YDT</b> </li> <li> Maintained, developed loyal clients, exponentially increased client spend</li> <li> Developed, maintained a strong relationship with management, team members</li> <li> Demonstrated strong operational skills (managing stock rotations, transfers, and inventory)</li> <li> Top sales person in MaxMara Northbrook</li> <li> Promoted to Key holder in 2 months </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_268683765_5_172231524" itemscope="" itemtype="https://schema.org/Organization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" format="%m/%Y" id="268683765JSTD5"> 06/1992</span> <span> to </span> <span class="jobdates" format="%m/%Y" id="268683765EDDT5"> 03/2007</span> </span> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="268683765JTIT5"> Owner/ Designer/ Wholesaler/ High End Children's Apparel</span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="268683765COMP5" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="268683765JCIT5" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="268683765JSTA5" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="268683765JDES5" itemprop="description"> <ul> <li> <b> Turned a $2000 investment into a 1.8 million dollar business within 5 years of inception</b> </li> <li> Concurrently operated 2 retail locations, manufacturing facility </li> <li> Successfully maintained, developed a loyal client following with exponential growth </li> <li> Designed, produced, wholesaled a private label collection with margins of 70% and higher</li> <li> Managed a staff of 48</li> <li> Hired, trained staff to meet the business needs</li> <li> Developed and maintained strong vendor relations</li> <li> Recognized, introduced new designers into the market</li> <li> Recruited and maintained a loyal and highly motivated staff with a turnover of 10% or less</li> <li> Developed, maintained strong ties in the community by partnering in charity activities</li> <li> <b> Sold business profitably in 2007</b> </li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC268683766" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_EDUC268683766"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_268683766_1_172232376" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="
padding-top:0px;
"> <span class="dates_wrapper"> <span class="jobdates" id="268683766GRYR1"> </span> </span> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" id="268683766DGRE1" itemprop="name"> Bachelor of Arts</span> <span> : </span> <span class="programline" id="268683766STUY1"> Graphic Arts/ Business</span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="268683766SCHO1" itemprop="name"> Loyola University</span> <span class="statesWrapper"> - </span> <span class="joblocation jobcity" id="268683766SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="268683766SSTA1"> State</span> <span class="joblocation jobstate" id="268683766SCNT1"> </span> </span> <span class="paddedline"> <span class="field" id="268683766FRFM1"> <p align="LEFT"> Minor Business/Jewelry design</p> <p align="LEFT"> Fluent in English and Spanish</p> </span> </span> </div> </div> </div> <div class="section" id="SECTION_SKLL270791378" style="
padding-top:0px;
"> <div class="heading"> <div class="sectiontitle" id="SECTNAME_SKLL270791378"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_270791378_1_172315206" style="
padding-top:0px;
"> <div class="field singlecolumn" id="270791378FRFM1"> <ul> <li> Microsoft Excel, Word, Power Point</li> <li> Trend analysis</li> <li> Ability to quickly adapt to changing markets</li> <li> Established track record of customer focused sales growth</li> <li> Ability to deliver results against goals build effective, motivated teams, foster teamwork, and demonstrate sound business judgment</li> <li> 20+ years related management experience</li> <li> Business Acumen</li> <li> Building Effective Teams</li> <li> Customer Focus</li> <li> Developing Direct Reports and Others</li> <li> Drive for Results</li> <li> Interpersonal Savvy</li> <li> Managing and Measuring Work</li> <li> Managing Vision and Purpose</li> <li> Motivating Others</li> <li> Problem Solving</li> <li> Ability to Asses People</li> <li> Consistently striving for excellence</li> </ul> </div> </div> </div> </div> | APPAREL |
27,091,280 | SPECIALIST FOR WOMEN'S & CHILDREN'S APPAREL Summary Area / Merchandising Manager with 15 year background in management, hiring, developing and merchandising. Highly detail-oriented and organized. Areas of expertise include conflict management, employee recruitment, staff development & training. Highlights Have great leadership skills. Works well with people. Team player, with excellent leadership skills. Fast learner & driven. Experience Specialist for Women's & Children's apparel July 2015 to Current Company Name - City , State Provide Customer service thru out the store. Merchandises and fills in store, according to corporates standards, thru overnights and early shifts. Promotes promotions and makes sure customers are well aware able to generate sales. Help Manage store with heavy traffic which volumes of over 45 million a year. provide LP awareness with a store carrying popular expensive brand name shoes. Merchandising Executive/ Area Executive November 2005 to April 2015 Company Name - City , State Opened & staffed teams for New stores in New Florida market. Opened stores from beginning process of nothing being in buildings to setting up entire store in less than two weeks time. Interviewed, hired & trained new employees. Resolved customer complaints regarding sales and service in stores. Managed staff, preparing work schedules and assigning specific duties. Trained managers in preparing weekly schedules to cover all aspects of store. Visited stores to make sure they Implemented policies, goals, objectives and procedures. Trained cashiers, authorizers and all managers in cash management duties and running registers. Cash handling experience from making deposits, making drops daily and counting various amounts of money. Dealt with Brinks in making sure pick ups where sent in without any Discrepancies. Placed change orders to be able to have change in the stores. Maintained database such as balance sheets, and deposit slips on daily basis to accurately have accounted monies for each store. Over saw opening and closing of each store in Florida area. Over saw managers where prioritizing and delegating all assigned goals and task on a daily basis successfully. Dealt with tasks like transfers and markdowns in each individual store as requested per corporate. Worked with ADP System for scheduling and payroll. Received shipments into computer based system to put into store inventories, and also had to print and place price tag tickets into each box received. Trained receivers and managers to receive our merchandise. Resolved any issues with receiving in stores not to affect company's inventory and make necessary adjustments. Loss prevention: Identify potential for loss and develop strategies to eliminate it. Perform loss prevention interviews to investigate internal theft in stores. Perform loss prevention interviews to provide promotions of various needs in stores. Trained store associates from sales associates to managers in the stores to prevent loss in stores and to be more aware in LP. Held store meetings to implement any changes or tasks in company. Maintain database such as bag check logs, found censor counts, and censor machine logs to be aware of areas that need to be covered. Performed cash audits of the store safes and made sure there are no discrepancies. Worked with ADT security alarms when alarms went off. Set up alarm codes for all managers with keys. Trained and worked with store security to help elevate LP in the stores. Merchandising:Opened and set ups merchandise for each store. Worked with various fixtures and display set ups to achieve appeal of stores. Worked on various size wall standards from sizes of four feet walls (2 section walls) to 16 feet walls (8 section walls). Worked on full body and half body mannequins to display merchandise to create full appeal, using accessories, jewelry, shoes, purses and whatever created and completed the outfits to make the most impact to sell. Created lay out of the stores to have a variety of merchandise out and reach different customers. Sectioned store from walls to floor set ups to go with each theme within the store. Worked with managers and store level merchandisers to achieve appealing look of store and to be able to have the store stocked and kept full. Trained managers and merchandisers in all aspects of merchandising to keep appeal and fullness of the store. Worked with heavy merchandise amounts ranging from 60 boxes to 130 boxes daily on a Monday thru Friday work week. Worked on different departments in the store to keep all departments stocked. Worked on departments such as accessories, lingerie, swim wear, casual merchandise, dressy merchandise, active wear and shoes. Worked in woman's clothing store ranging from casual wear, business wear, dressy wear, active wear, swim wear, and lingerie. Worked in department breakdowns such as: accessories which consist on jewelry, sunglasses, belts, purses, wallets, make up and various other items. Worked in shoe departments where areas ranged from shoe rooms to non boxed shoes that had to be placed thru the store. Helped buyers pick hot items for accessories, swim wear and shoes, where I was asked to go to the shoe shows in New York to pick out shoes for the Florida stores. Display mannequins with the most trendy looks from head to toe & where customers bought the whole package. Worked in store volumes ranging from 50,000 to 120,000 a week. Experience in fast turn overs in wall and floor set ups due to items selling very quickly and had to be ready to replace merchandise right way. Prepared floor plans weekly for store was always fresh and full. Took photographs weekly of wall set ups and displays.Instructed stores on themes used for displaying on mannequins and stores windows. Have experience and a great eye to know what's in fashion and what sells, which is a plus. General manager September 2001 to November 2005 Company Name - City , State Oversaw the business which included sales and ordering product. Placed weekly orders ranging from 60,000 to 259,000 in product. Oversaw the books and accountspayable. Met with product executives to make sure product was to quality. Dealt with customer issues and concerns. Managed 8 route drivers and made sure they serviced their stores weekly and biweekly as needed. Over saw that sale drivers where continuously opening new accounts. Oversaw warehouse was stocked and kept organized and maintained. Took care that orders where shipped out of our Chicago Warehouse. Visited plant to make sure product was according to our standards and of great quality. Oversaw vehicles where up to date with codes and all necessary city requirements. Dealt with dealerships to renew and buy new vehicles. Kept database records of sales per week, month and year. Worked with an accountant to put all monies in place. Education Associate of Applied Science : Graphic Arts ROBERT MORRIS COLLEGE - City , State , USA Select One Languages Fluent in English & Spanish Personal Information Always willing to learn more and welcome opportunity to improve myself. Energetic and love to work. Trained in reading behaviors knowing when people are being honest or dishonest. Fast thinker with great common sense. Fast paced. Has a good sense in people and is really good in hiring and developing great people. Skills Accounts payable, ADP, balance sheets, Cash handling, cash management, closing, Resolve customer complaints, database, direction, drivers, English, fashion, fast, floor plans, inventory, leadership skills, Loss prevention, loss prevention, meetings, Merchandising, money, windows, Works, payroll, pick, policies, quality, Fast learner, receiving, retail, selling, sales, scheduling, Spanish, Store manager, Team player. | <div class="fontsize fontface vmargins hmargins linespacing pagesize" id="document"> <div class="section firstsection" id="SECTION_NAME619986704" style="padding-top:0px;"> <div class="paragraph PARAGRAPH_NAME firstparagraph" id="PARAGRAPH_619986704_1_403322872" style="padding-top:0px;"> <div class="name thinbottomborder" itemprop="name"> <span class="field" id="619986704FNAM1"> </span> <span> </span> <span class="field" id="619986704LNAM1"> SPECIALIST FOR WOMEN'S & CHILDREN'S APPAREL</span> </div> <div class="myGap"> </div> <div class="lowerborder thinbottomborder"> </div> </div> </div> <div class="section" id="SECTION_SUMM619986706" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SUMM619986706"> Summary</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_619986706_1_403325327" style="padding-top:0px;"> <div class="field singlecolumn" id="619986706FRFM1"> <p align="LEFT"> Area / Merchandising Manager with 15 year background in management, hiring, developing and merchandising. Highly detail-oriented and organized. Areas of expertise include conflict management, employee recruitment, staff development & training.</p> <br/> </div> </div> </div> <div class="section" id="SECTION_HILT619986707" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_HILT619986707"> Highlights</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_619986707_1_403322882" style="padding-top:0px;"> <div class="singlecolumn maincolumn"> <table class="twocol"> <tbody> <tr> <td class="field twocol_1 charspace" id="619986707SKC11"> <p align="LEFT"> Have great leadership skills. Works well with people.</p> <p align="LEFT"> Team player, with excellent leadership skills.</p> <p align="LEFT"> Fast learner & driven. </p> </td> <td class="field twocol_2 charspace" id="619986707SKC21"> </td> </tr> </tbody> </table> </div> </div> </div> <div class="section" id="SECTION_EXPR619986708" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EXPR619986708"> Experience</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_619986708_1_409761285" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="619986708JTIT1"> Specialist for Women's & Children's apparel</span> <br/> <span> <span class="jobdates" format="%B %Y" id="619986708JSTD1"> July 2015</span> <span> to </span> <span class="jobdates" format="%B %Y" id="619986708EDDT1"> Current</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="619986708COMP1" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="619986708JCIT1" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="619986708JSTA1" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="619986708JDES1" itemprop="description"> <ul> <li> Provide Customer service thru out the store.</li> <li> Merchandises and fills in store, according to corporates standards, thru overnights and early shifts.<br/> </li> <li> Promotes promotions and makes sure customers are well aware able to generate sales. </li> <li> Help Manage store with heavy traffic which volumes of over 45 million a year.</li> <li> provide LP awareness with a store carrying popular expensive brand name shoes.<br/> </li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_619986708_2_403322875" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="619986708JTIT2"> Merchandising Executive/ Area Executive</span> <br/> <span> <span class="jobdates" format="%B %Y" id="619986708JSTD2"> November 2005</span> <span> to </span> <span class="jobdates" format="%B %Y" id="619986708EDDT2"> April 2015</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="619986708COMP2" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="619986708JCIT2" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="619986708JSTA2" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="619986708JDES2" itemprop="description"> <ul> <li> Opened & staffed teams for New stores in New Florida market.</li> <li> Opened stores from beginning process of nothing being in buildings to setting up entire store in less than two weeks time.</li> <li> Interviewed, hired & trained new employees.</li> <li> Resolved customer complaints regarding sales and service in stores.</li> <li> Managed staff, preparing work schedules and assigning specific duties. Trained managers in preparing weekly schedules to cover all aspects of store.</li> <li> Visited stores to make sure they Implemented policies, goals, objectives and procedures.</li> <li> Trained cashiers, authorizers and all managers in cash management duties and running registers.</li> <li> Cash handling experience from making deposits, making drops daily and counting various amounts of money.</li> <li> Dealt with Brinks in making sure pick ups where sent in without any Discrepancies. Placed change orders to be able to have change in the stores.</li> <li> Maintained database such as balance sheets, and deposit slips on daily basis to accurately have accounted monies for each store.</li> <li> Over saw opening and closing of each store in Florida area.</li> <li> Over saw managers where prioritizing and delegating all assigned goals and task on a daily basis successfully.</li> <li> Dealt with tasks like transfers and markdowns in each individual store as requested per corporate.</li> <li> Worked with ADP System for scheduling and payroll. Received shipments into computer based system to put into store inventories, and also had to print and place price tag tickets into each box received.</li> <li> Trained receivers and managers to receive our merchandise.</li> <li> Resolved any issues with receiving in stores not to affect company's inventory and make necessary adjustments.</li> <li> Loss prevention:</li> <li> Identify potential for loss and develop strategies to eliminate it. Perform loss prevention interviews to investigate internal theft in stores.</li> <li> Perform loss prevention interviews to provide promotions of various needs in stores.</li> <li> Trained store associates from sales associates to managers in the stores to prevent loss in stores and to be more aware in LP.</li> <li> Held store meetings to implement any changes or tasks in company.</li> <li> Maintain database such as bag check logs, found censor counts, and censor machine logs to be aware of areas that need to be covered.</li> <li> Performed cash audits of the store safes and made sure there are no discrepancies. Worked with ADT security alarms when alarms went off.</li> <li> Set up alarm codes for all managers with keys.</li> <li> Trained and worked with store security to help elevate LP in the stores.</li> <li> Merchandising:Opened and set ups merchandise for each store.</li> <li> Worked with various fixtures and display set ups to achieve appeal of stores.</li> <li> Worked on various size wall standards from sizes of four feet walls (2 section walls) to 16 feet walls (8 section walls).</li> <li> Worked on full body and half body mannequins to display merchandise to create full appeal, using accessories, jewelry, shoes, purses and whatever created and completed the outfits to make the most impact to sell.</li> <li> Created lay out of the stores to have a variety of merchandise out and reach different customers.</li> <li> Sectioned store from walls to floor set ups to go with each theme within the store.</li> <li> Worked with managers and store level merchandisers to achieve appealing look of store and to be able to have the store stocked and kept full.</li> <li> Trained managers and merchandisers in all aspects of merchandising to keep appeal and fullness of the store.</li> <li> Worked with heavy merchandise amounts ranging from 60 boxes to 130 boxes daily on a Monday thru Friday work week.</li> <li> Worked on different departments in the store to keep all departments stocked.</li> <li> Worked on departments such as accessories, lingerie, swim wear, casual merchandise, dressy merchandise, active wear and shoes.</li> <li> Worked in woman's clothing store ranging from casual wear, business wear, dressy wear, active wear, swim wear, and lingerie.</li> <li> Worked in department breakdowns such as: accessories which consist on jewelry, sunglasses, belts, purses, wallets, make up and various other items.</li> <li> Worked in shoe departments where areas ranged from shoe rooms to non boxed shoes that had to be placed thru the store.</li> <li> Helped buyers pick hot items for accessories, swim wear and shoes, where I was asked to go to the shoe shows in New York to pick out shoes for the Florida stores.</li> <li> Display mannequins with the most trendy looks from head to toe & where customers bought the whole package.</li> <li> Worked in store volumes ranging from 50,000 to 120,000 a week.</li> <li> Experience in fast turn overs in wall and floor set ups due to items selling very quickly and had to be ready to replace merchandise right way.</li> <li> Prepared floor plans weekly for store was always fresh and full.</li> <li> Took photographs weekly of wall set ups and displays.Instructed stores on themes used for displaying on mannequins and stores windows.</li> <li> Have experience and a great eye to know what's in fashion and what sells, which is a plus.</li> </ul> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_619986708_3_403322877" itemscope="" itemtype="https://schema.org/Organization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline"> <span class="jobtitle" id="619986708JTIT3"> General manager</span> <br/> <span> <span class="jobdates" format="%B %Y" id="619986708JSTD3"> September 2001</span> <span> to </span> <span class="jobdates" format="%B %Y" id="619986708EDDT3"> November 2005</span> </span> </span> <span class="paddedline" itemscope="" itemtype="https://schema.org/postalAddress"> <span class="companyname" id="619986708COMP3" itemprop="name"> Company Name</span> <span> - </span> <span class="joblocation jobcity" id="619986708JCIT3" itemprop="addressLocality"> City</span> <span> , </span> <span class="joblocation jobstate" id="619986708JSTA3" itemprop="addressRegion"> State</span> </span> <span class="paddedline"> <span class="jobline" id="619986708JDES3" itemprop="description"> <ul> <li> Oversaw the business which included sales and ordering product.</li> <li> Placed weekly orders ranging from 60,000 to 259,000 in product.</li> <li> Oversaw the books and accountspayable.</li> <li> Met with product executives to make sure product was to quality.</li> <li> Dealt with customer issues and concerns.</li> <li> Managed 8 route drivers and made sure they serviced their stores weekly and biweekly as needed.</li> <li> Over saw that sale drivers where continuously opening new accounts.</li> <li> Oversaw warehouse was stocked and kept organized and maintained.</li> <li> Took care that orders where shipped out of our Chicago Warehouse.</li> <li> Visited plant to make sure product was according to our standards and of great quality.</li> <li> Oversaw vehicles where up to date with codes and all necessary city requirements.</li> <li> Dealt with dealerships to renew and buy new vehicles.</li> <li> Kept database records of sales per week, month and year.</li> <li> Worked with an accountant to put all monies in place.</li> </ul> </span> </span> </div> </div> </div> <div class="section" id="SECTION_EDUC619986709" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_EDUC619986709"> Education</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_619986709_1_403322878" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="619986709DGRE1" itemprop="name"> Associate of Applied Science</span> <span> : </span> <span class="programline" dependency="STUY" id="619986709STUY1"> Graphic Arts</span> <span class="jobdates" id="619986709GRYR1"> </span> </span> <span class="paddedline"> <span class="companyname companyname_educ" dependency="SCHO" id="619986709SCHO1" itemprop="name"> ROBERT MORRIS COLLEGE</span> <span> - </span> <span class="joblocation jobcity" id="619986709SCIT1"> City</span> <span> , </span> <span class="joblocation jobstate" id="619986709SSTA1"> State</span> <span> , </span> <span class="joblocation jobstate" id="619986709SCNT1"> USA</span> </span> <span class="paddedline"> <span class="field" id="619986709FRFM1"> </span> </span> </div> </div> <div class="paragraph" id="PARAGRAPH_619986709_2_403322879" itemscope="" itemtype="https://schema.org/EducationalOrganization" style="padding-top:0px;"> <div class="singlecolumn"> <span class="paddedline" itemprop="description"> <span class="degree" dependency="DGRE" id="619986709DGRE2" itemprop="name"> Select One</span> <span class="programline" dependency="STUY" id="619986709STUY2"> </span> <span class="jobdates" id="619986709GRYR2"> </span> </span> <span class="paddedline"> <span class="field" id="619986709FRFM2"> </span> </span> </div> </div> </div> <div class="section" id="SECTION_LANG619986712" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_LANG619986712"> Languages</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_619986712_1_403322881" style="padding-top:0px;"> <div class="field singlecolumn" id="619986712FRFM1"> <p align="LEFT"> Fluent in English & Spanish</p> </div> </div> </div> <div class="section" id="SECTION_PRIN619986711" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_PRIN619986711"> Personal Information</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_619986711_1_403322880" style="padding-top:0px;"> <div class="field singlecolumn" id="619986711FRFM1"> <p align="LEFT"> Always willing to learn more and welcome opportunity to improve myself. Energetic and love to work. Trained in reading behaviors knowing when people are being honest or dishonest. Fast thinker with great common sense. Fast paced. Has a good sense in people and is really good in hiring and developing great people.</p> </div> </div> </div> <div class="section" id="SECTION_SKLL619986713" style="padding-top:0px;"> <div class="heading"> <div class="sectiontitle thinbottomborder" id="SECTNAME_SKLL619986713"> Skills</div> </div> <div class="paragraph firstparagraph" id="PARAGRAPH_619986713_1_403322883" style="padding-top:0px;"> <div class="field singlecolumn" id="619986713FRFM1"> <p align="LEFT"> Accounts payable, ADP, balance sheets, Cash handling, cash management, closing, Resolve customer complaints, database, direction, drivers, English, fashion, fast, floor plans, inventory, leadership skills, Loss prevention, loss prevention, meetings, Merchandising, money, windows, Works, payroll, pick, policies, quality, Fast learner, receiving, retail, selling, sales, scheduling, Spanish, Store manager, Team player.</p> </div> </div> </div> </div> | APPAREL |