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Summary of Qualifications
Proficient in the use of Microsoft Office Suite, QuickBooks Pro, and Great Plains. Demonstrated success in taxation, accounting and financial analysis, quality control, compliance, reconciliation, reporting, auditing and financial statement compilation. Exceptional analytical skills to anticipate and counteract potential problems; identify discrepancies to implement improved internal controls to eliminate re-occurrence. Strong execution skills in planning, scheduling and organizing work flow to complete projects on time. Closely collaborate with internal teams and key decision makers to maximize productivity and increase accuracy and process efficiency; proven success in team-centered environments, as well as working as an autonomous unit. Proven oral/written communication and mathematical skills with attention to detail and accuracy, accompanied by a work ethic founded on the principles of adaptability, diligence and determination.
Staff Accountant | 2015 to Present
Accountable for the execution of a wide range of accounting functions, including cost accounting/analysis, financial reporting/analysis, coordinating/reviewing invoices and account reconciliations. Post transactions to General Ledger (G/L); prepare aged trial balance for month- end closings and reconcile against monthly trial balance. Actively participate in quarterly/year- end audits. Collaborate closely with interdepartmental personnel through Product Sales and Operations Departments to verify the proper application of transactions.
Accounts Payable Specialist | 2014 to 2015
Processed and maintained all Accounts Payable files, ensuring accurate reporting and entry corrections. Utilized the Potbelly Integration Entry (PIE) application to input a high volume of transnational data, including invoice and batch processing information, into internal system for posting to G/L. Performed comprehensive audits of Direct Market Access (DMA) invoices and other vendors. Interfaced effectively with interdepartmental personnel at all levels of the organization and third-party service providers to ensure timely completion of objectives. Worked closely with accounting staff to meet/exceed weekly, monthly, quarterly and annual goals.
Sales Tax Associate (Contract) | 2014
Performed comprehensive auditing/analysis of state tax exemption forms to verify accuracy and strict compliance with state reporting requirements and regulatory standards. Interfaced frequently with internal representatives from various store locations, as well as a wide range of non-profit, resale and government organizations, to identify and resolve documentation discrepancies. Utilized third-party software applications to determine validity of tax certificates, as well as streamline rectification strategies. Additional responsibilities included diverse administrative functions (data entry, filing, mail distribution).
Tax Professional | 2011 to 2012
Supported client engagements, including accounting for income tax reviews, tax research and tax audits, as well as all aspects of compiling and filing complex individual tax returns. Direct accountability for client satisfaction and inquiry/issue from pre-planning to close out phase; provided consultation to reduce liabilities, risk and exposure. Assisted in the development and implementation of processes to improve internal controls, compliance, risk and short- and long-term vision for individual taxes. Prepared clients for state and federal tax audits. Established positive relationships with clients to promote repeat business and referral generation.
Accounting Assistant | 2008 to 2010
Worked closely with Vice President to ensure the timely/accurate completion of all accounting and financial management functions (i.e., reviewing/preparing financial statements and processing daily sales transactions).
Uniform CPA Exam Candidate (To Be Conferred 2016)
NORTHERN ILLINOIS UNIVERSITY, DeKalb, Illinois, Bachelor of Science in Accountancy
Summary of Qualifications
Proficient with Microsoft Applications: Word, PowerPoint, Excel, Access. Knowledgeable with QuickBooks. Skilled in accounting techniques, including those used in depreciation, expenses, revenues, pensions. Ability to lead and work within a team setting.
Loaves & Fishes | 2014 to Present
Inspected donated produce and other food items to ensure that old or rotting food items are discarded. Organized food products within the warehouse for storage and later retrieval. Kept products in stock to ensure continued availability to the customer. Assisted clients in loading groceries into their vehicles. Watched over multiple carts while owners retrieved their vehicles for loading. Moved shopping carts back inside the building to ensure continued availability.
BENEDICTINE UNIVERSITY, Lisle, Illinois, Bachelor of Business Administration in Accounting
Summary of Qualifications
Strong customer service and social skills. Knowledgeable in MS Office, MS Excel (Pivot tables), Microsoft Outlook Email, Adobe Acrobat, and AS 400. Dedicated and motivated. Has a strong ability to compose and edit already written materials. Punctual and highly organized.
Administrative Assistant | 2014 to Present
Sat in on meetings regarding retaining employees and improvement on policies. Helped the HR Manager handle and file certain documentation with confidentiality. Posted invoices for the accounting department and generated Ocean Import Volume Report on a monthly basis. Sent out bank and credit trade verification to new customers to obtain credit. Completed data entry for customs Brokerage Department. Worked closely with various departments and their managers on different procedures. Covered front Administration desk and all duties included.
Secretary | 2013 to 2014
Generated appearance, notice of petitions, and motions used for court purposes. Computed business letters to be sent out to establish more clients. Helped compute and put out job ads for new employees. Answered phones calls, made appointments, and added new clients into the calendar. Created and organized files for new clients.
Administrative Assistant | 2010 to 2012
Sent email inquiries to various of the company branches. Ran reports for monthly Account Reconciliations. Located back-up for co-workers (accounts receivable, accounts payable invoices, and checks). Printed & prepared monthly profit & loss report package for company Officers. Ran Queries in AS400 system.
ROOSEVELT UNIVERSITY, Chicago, Illinois, Bachelor’s Degree in Business Administration with major in Human Resource Management
Summary of Qualifications
Organized professional with excellent software skills, proficient with Microsoft Office Suite, NetSuite and Salesforce. Efficient self-starter with demonstrated ability to manage increasing levels of responsibility and prioritize and execute multiple tasks in dynamic environments. Effective oral and written communication skills. Focused, flexible and reliable team player dedicated to the success of the organization.
Accounts Receivable, Billing and Client Services for premier business-to-business proprietary software sales 2010 | 2016
Encouraged and facilitated payment acceleration by phone and/or email, interacting with IT Directors and Managers, CFOs, CIOs and A/P personnel of sizeable domestic and international client base comprised of many Fortune 500 companies. Efforts generally increased monthly receipts to $550K from $400K on average. Prepared and issued price quotes and invoices in NetSuite for new purchases and annual support contract renewals. Resolved client inquiries regarding invoices, discount requests, changes in payment terms or requests for contract cancellations. Efforts often resulted in retention of monthly revenue of $5K to $40K. Processed and applied daily cash receipts. Managed processes for providing customers with temporary and permanent software license activation codes, utilizing self-designed Salesforce reports to track code expiration dates, taking action as needed. Obtained clients’ system data and generated codes utilizing proprietary Salesforce program, a process which required absolute accuracy to ensure code functionality. Followed up with clients to confirm receipt and application of security codes, providing assistance as needed. Activity was essential to sales initiatives and customer satisfaction. Instrumental in assisting Senior Software Development Team in design and implementation of Salesforce program for generating license activation codes. Other duties: provided support for Controller and Senior Sales Executives; daily updates to and maintenance of NetSuite and Salesforce databases; liaised with technical support team to troubleshoot customer issues; compiled spreadsheets for management reports; provided data for and assisted with accounting audits; trained/acclimated new personnel; evaluated and processed new customer leads; assisted with trade show preparation.
Contractual Assignments through The Hire Solution 2009 | 2013
Executive Assistant / Legal Secretary to Partners in Private Client Department; Tax Department 2005 | 2008
Prepared, proofread and edited estate planning documents, including wills, trusts, and Powers of Attorney; participated as witness and notary in the execution of documents. Managed multiple calendars, including coordination of frequently altered meetings and conference calls, and handled complex travel arrangements for multiple Partners. Coordinated monthly billing process, including review of Partners’ billed hours for budgeting purposes, review and editing of client bills and preparation of related correspondence. Composed client correspondence, prepared Excel spreadsheets and PowerPoint presentations. Utilized multiple proprietary databases for checking conflicts, establishing new billing matters, completing expense reports and creating and maintaining files. Also transcribed tapes daily, took dictation with shorthand, performed other duties as assigned.
Executive Assistant to Chief Executive Officer | 2003 to 2005
Managed daily calendar, handled and prioritized all calls to CEO. Served as program administrator for company credit card programs for sales and service personnel which required strict confidentiality; instrumental in helping company manage related expenses. Managed cell phone programs for sales and service personnel, serving as liaison between providers and users, analyzing usage and effectiveness of plans and recommending changes as needed to manage expenses. Maintained patent and trademark files and acted as liaison between patent law firm and company to follow through on filing proceedings and renewals. Conducted new-hire orientation. Supervised receptionists and switchboard activities and successfully designed and implemented cross-training program to provide back-up support for switchboard and front desk. Handled all international and domestic travel arrangements for CEO, sales staff and customers. Completed expense reports; utilized shorthand skills for dictation; other duties as assigned.
Assistant to Director of Anesthesiology / Medical Director of the Operating Room 2002 | 2005
Assisted Director in coordinating daily staffing of eleven operating rooms with Anesthesiologists and Nurse Anesthetists (CRNAs) to ensure sufficient coverage for 30-40 daily operations. Tracked daily and monthly availability of Anesthesiologists and CRNAs, regularly populating and maintaining proprietary database in order to ensure that multiple hospitals serviced by Anesthesia group would be sufficiently staffed. Reviewed medical staff files and regularly updated with current information on licensure, insurance and credentials in compliance with hospital policy and JCAHO guidelines. Compilation of daily OR anesthesia billing activities, including extensive information gathering, troubleshooting and follow up.
Executive Assistant to Region Head 2000 | 2001
Providing effective gate-keeping function for all incoming calls, voicemail and email, regularly interacting with Senior Executives throughout the corporation’s domestic and international offices. Managing daily calendar including scheduling and coordinating complex daily and weekly meeting arrangements. Planning and coordinating periodic Senior Executive staff meetings, including site, menu and entertainment selections, technical support arrangements and personnel accommodations. Preparation, proofreading and editing of all correspondence, Excel spreadsheets and PowerPoint presentations. Managing process for preparation and submission of quarterly operations reports to corporate headquarters. Assisting in annual performance review process for Senior Executives reporting to Region Head. Providing personal assistance (i.e., administration of family healthcare forms and filings).
Administrative Assistant, Health Care and Group Benefits 1990 | 2000
Preparation of correspondence, complex proposals and presentations; consistently relied upon for proficient software, proofreading and editing skills. Frequent client contact involving needs analysis, prioritizing assistance and troubleshooting. Extensive client billing responsibilities involving technical research, summation of data and preparation of invoices and related correspondence. Logistics coordinator for client seminars, including producing comprehensive mail merges, tracking and reporting responses using Access, site selection, technical support arrangements and on-site supervision. Management of personal calendars and coordination of complex travel arrangements. Training/mentoring of new hires to administrative staff and junior level consultants in basic procedures and operations.
College of DuPage Glen Ellyn, Illinois, Associates in Business
Summary of Qualifications
Highly successful, multiple-awards winning Customer Service Representative / Manager with Fortune 500 Account Management experience. Background encompasses call center and supervisory record in fast-paced environments with emphasis on operations management, project management, program implementation, and marketing. Demonstrated skill in recruiting, hiring, directing, and supervising staff. Special skills and interest in training, teaching, and motivating personnel. Recognized for creative problem solving, dedication, and meticulous follow-through. Foreign language: familiar with German. Computer proficiency includes Windows, Telnet, Oracle, SAP, AS400, Lighthouse, Equip Soft; Microsoft Office (Word, Excel, PowerPoint, Access, & Outlook); Lotus Notes; Internet research and applications.
Receptionist Financial Aid (temp position through Manpower) 2016 | present
Assist the Financial Aid Director with various functions dealing with federal/state financial aid projects, student files, federal/state compliance policy (mandated), answer phones, assist students with financial aid procedures and provide important information regarding the student account. Trained to work with the college software program, Banner (Oracle Fusion program). Assists in maintaining student files. Assists in answering phones. Identifies and refers students to appropriate student services programs who may be able to assist student with counseling, retention, or other identified needs
CSR I & II 2011 | 2016
Performs all duties of CSR II including customer service, generating quotes, processing/pulling/billing orders, resolving inventory issues, warehouse planning/organization, inbound and outbound shipments, weekend contactor support, process daily documentation and handle warranty claims, credit rebills, make bank deposits and open/close the branch. Support Branch manager with ad-hoc projects.
Drive branch productivity by taking on tasks typically completed by a CSR III and/or Branch Manager. Independently reorganized the warehouse resulting in expedited order shipping and increasing the accuracy of cycle count. Developed strong working relationships with majority of contractors generating upper management recognition. Selected by Regional Sales/Operations Manager to handle high profile account orders to assure complete customer satisfaction.
PM Dispatcher (temp position through Select Remedy) 2011 | 2011
Served as planned maintenance dispatcher for major forklift company in Chicagoland area. Daily duties included: setting up accounts in Equipsoft for salesman, as pieces of equipment were added for PM program; Updating customer’s accounts with correct information; making daily calls to customers to set up appointments for technicians. Dispatching technicians on any service calls & PM/ANSI calls.
Provided written communication to clients and salesman, regarding their accounts. Worked closely with parts department in ordering parts for forklifts. Opened work orders for technicians as needed. Help to verify and transfer accounts from one system, Lighthouse, to the new system, Equipsof. Helped to update equipment warranties for rental department
Account Support Specialist (seasonal help) 2010 | 2010
Served as Account Support Specialist in an inbound call center for a high volume, major catalog company. Daily duties included: Order entry -Helping customers place orders. Order Status -Answering any questions regarding the status of their order. Customer Care – Helping to locate order through UPS, USPS, and/or Fed Ex, any issue regarding their orders. Billing Agent – Taking payments, adjusting credits to accounts as needed. Help to train new associates for the seasonal work. Help supervisor to take problem calls, resolving issues for other agents
Client Relationship Coordinator 2008 | 2009
Served as coordinator for the Client Relations department. Maintained effective and consistent communications with regional offices to proactively ensure client satisfaction. Worked with internal resources to meet client, both existing and new, reporting requirements. Created reports weekly for sales and rentals, customizing reports and distributing to clients on a weekly basis. Updated and maintained CRM tool. Provided written communication to clients as needed. Demonstrated a high-level of computer literacy, including profiency in office productivity applications. Played active role in creation of training manual for client relations team. Trained new associates joining client relations team.
Customer Fuel Support Agent 2006 | 2008
Functioned as Call Center Customer Service Representative for Fuel support help line. Daily duties included: Provide fuel allocation support, Monitor and provide details on fuel availability, Use fuel forecasting to determine jobber eligibility for fuel increases or denials, Provide backup terminal information for jobbers. Maintained, monitored and investigated issues concerning commercial customers’ fuel orders, Train new associates joining the Fuel Supply team and Order Fulfillment team. Use Siebel 7 for call tracking and issue escalation. Played active role in office organization, and developed spreadsheets to successfully track inventory. Actively involved in HSSE – safety committee for the organization – served as facilitator, lead in wellness committee
Customer Service / Account Representative Payment Services 2003 | 2006
Serve as Account Representative for provider of technology-based logistics services to effectively manage the flow of material, information and funds through the supply chain. Responsible for managing Polyone Corporation, Remy International, Andrew Corporation, Castrol North America, Thomson Multimedia & Longview Fibre accounts – providing assistance regarding freight payment, pre-audit, and transportation-related reporting. Collaborate directly with AP and support payment service team. Provide technical information regarding company products and services, resolve clients’ credit and billing issues, and make changes to client profile upon request. Participate in $100,000/year savings initiative: selected as member of Claims Committee program focused on investigating root cause of voluntary carrier refunds and development/implementation of new company regulations. Awarded Volunteer Service Award for contributions to establishment and presentation of company dress code as member of Dress Code Committee. Played key role in Vertical Team Training Series – helping company restructure into vertical teams through assistance with training and realigning of accounts into various verticals (Enterprise, Pharmaceutical, Retail, Consumer, Manufacturing), followed by categorization of clients into those divisions. Effectively direct interactive reporting by consistent building and maintaining client reports.
Executive Sales Manager 9 years
Rapidly promoted from Consultant to Manager within 3 months upon hiring. Demonstrated innovative problem solving skills – pro-actively developed integrated marketing and sales strategies (cold calling, fund raising). Recruited, trained, and supervised new associates – directed 30-member unit. Authored, edited, and supervised production of monthly company newsletter. Conducted market surveys by phone and through written questionnaires for numerous projects. Developed and instituted highly effective marketing and sales programs, encompassing organizing and managing fund-raisers, product shows, and trade shows. Maintained “top 100 in nation” ranking (out of 2,500) throughout tenure. Additionally, consistently recognized by company’s President during annual national conventions as top sales manager. Generated combined monthly sales of $10,000 to $15,000 (personally and with team). Record of multiple presentations during National Sales Convention (“Team Building” to 150-member audience), and Regional Sales Convention (“How to Get Organized” to 75-member audience).
College of DuPage Glen Ellyn, Illinois, A.A.S in Photography Photography