Resume

Customer Service Sales

Location:

Acworth, GA

Posted:

October 03, 2012

Contact this candidate

Resume:

Grace Baptist Church Prayer Chain

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updated resume for Bro. Klein

JEFFREY KLEIN

CPA

** ****** ****, *******, ** 30101 Phone: 678-***-**** abovx1@r.postjobfree.com

Financial manager / cost controller

PROFESSIONAL SUMMARY

Expert in: Asset Management ~ Strategic Planning ~ Business Start-Ups ~ Forecasting

Versatile, high-energy professional who leads companies through change and challenge. Strategic problem-solver who envisions smart solutions and executes with urgency across all levels of the organization. Hands-on leader with experience achieving considerable cost savings while providing financial leadership and accountability that is able to keep teams focused and productive. Outstanding strategist with a vast accounting knowledge and experience in areas such as: internet-based business, real estate, transportation, manufacturing, distribution and telecommunications. Skilled in negotiating partnerships, alliances, and other business transactions with a keen ability to forecast industry trends and capture opportunities.

CORE COMPETENCIES

POC Accounting ~ Capital Expenditures ~ SEC Reporting ~ Change Management ~ Budget Planning ~ P&L Management

Cash Flow Management ~ Monthly Closings ~ Mergers ~ Cost Reduction Programs ~ 10K & 10Q ~ Strategic Planning

Internal & External Auditing ~ Financial Function Restructuring ~ SOX Compliance ~ Team Development & Leadership

GAAP ~ Financial Statements ~ Revenue Recognition ~ Cost Analysis ~ New Systems Implementations ~ Communication

PROFESSIONAL EXPERIENCE

WORLD FINANCIAL GROUP, a division of AEGON, Scottsdale, AZ 20092010

Multiple financial products and services company with U. S. sales in excess of $1.1B.

Financial Planner

Due to the slow economy, I started my own business and became a financial planner. I became a licensed insurance agent and sold annuities, life insurance, and other financial products. I ended this position when I arrived in Georgia due to my wife s job relocation and to be closer to our family.

Government liquidation llc, Scottsdale, AZ 2008 2009

Internet based wholesaler and retailer of used government equipment and scrap with sales in excess of $160M.

Controller

Managed a staff of 14 including six managers and eight hourly employees in the areas of accounting, A/P, inventory and sales taxes. Provided accurate and timely financial statements, consistently passed internal and external financial and SOX audits, managed and prepared quarterly and annual divisional reports and cash flow forecasting. Participated in the annual renewal for the General Insurance and Worker Compensation plans. Conducted group or individual meetings to keep the staff updated and also resolved issues with the constant business changes.

Key Achievements

S Increased worker productivity by saving key informational documents with a record retention plan instead of storing items in file cabinets.

S Developed Percentage of Completion (POC) Accounting for scrap business unit.

S Realized a $50,000 refund for overpaying annual Worker Compensation insurance premium.

S Improved worker productivity by having the payroll automatically interface into the General Ledger and transferred payroll to a new legal entity, which required setting up a new company in ADP.

S Obtained business licenses for new legal entity for over 40 states and Guam.

JEFFREY KLEIN, CPA PAGE TWO

shamma rock corporation, Scottsdale, AZ 2005 2008

National asset management company with sales in excess of $150K.

Consultant

Created consulting management company to assist clients in asset management. Advised clients on a variety of topics including insurance, wealth management and investment holdings. Recorded all financial transactions for the entity. Ensured successful auditing practices and SOX compliance.

ALLIED WASTE INDUSTRIES INC

., Phoenix, AZ 20022007

Second largest waste removal company in the United States, also known as Republic Services.

Division Controller

Key figure leading three operating divisions, advising operating managers at district and regional levels. Provided accurate and timely financial statements, passed internal and external SOX audits, managed and prepared annual capital budgets and created forecasts. General Manager s trusted advisor regarding divisional growth and resolution of underperforming product challenges. Performed due diligence of acquired companies and contributed to long term planning to determine the financial impacts. Ensured consistent, cross-communication with senior managers from the Maintenance, Operations, Customer Service, Sales, Transfer Station, and Landfill. Managed direct report staff, which included two managers and ten hourly and credit and collection employees to ensure consistency. Ability to approve capital equipment purchases of $250,000.

Key Achievements

S Reduced DSO by 12 days (51 to 39) and reduced Bad Debt Expense $250K from previous year by adding staff, segregating accounting functions, setting goals, offering incentives and P&L training.

S Achieved a monthly revenue gain of $100K and billing adjustments from $10K to $50K by splitting the billing and customer service functions and instituting new accounting procedures to improve customer service.

S Located $60K in additional income by re-reconciling three years of balance account sheets and found unsupported assets and liabilities that allowed for a $500K tax write off.

S Improved departmental efficiency and ensured more accurate reporting for pricing, efficiency impacts, and accurate P & L statements by instituting a computer system to reconcile thousands of disposal tickets with third party vendors and inter-company divisions weekly.

S Selected as the first division for new SOX training, implementing a new truck maintenance system, new Purchase Order system and Pay Card process for Accounts Payable.

S Earned accolades by corporate and used as inspirational success story for an optimal divisional turnaround and received financial reward for contributions to companywide program to improve the fuel and maintenance costs.

arch wireless inc, Scottsdale, AZ 20002002

National manufacturer of wireless communication equipment with $250M in sales.

Financial Analyst

Coordinated and analyzed financial statements on operational level, including orchestrating the monthly financial close, preparing variance analysis, researching category data, resolving discrepancies, and reconciling balance sheet accounts. Shared expertise with accounting clerks and served as chief advisor to the Region Controller. $250K line of purchasing authority granted.

Key Achievements

S Initiated annualized cost reductions of $2.4M by creating financial analysis reports that management team could easily understand so as to allocate costs appropriately.

S Produced 15% increase in overall regional sales for three months after reorganization by recommending product changes to Regional Vice President of Sales based on historical sales activity analysis.

JEFFREY KLEIN, CPA PAGE THREE

S Instituted Essbase as overall company analysis tool after successfully completing training to track variances monthly, quarterly, annually, by product line or by sales and trained Dallas Regional Controller.

S Nominated by outgoing Regional President as successor for the Region Controller position.

SCHNEIDER NATIONAL INC, Green Bay, Wisconsin 1983-2000

An international, full-load trucking, logistics, and transportation firm with revenues in excess of $3.0B.

Senior Financial Analyst

S Developed Intermodal Lane Profitability Report to assist Operations and Marketing to increase prices, negotiate lower prices with the railroad vendors, or to eliminate the routes.

Division Controller

S Lone financial representative that was part of start-up team for two new intermodal divisions.

S Developed internal audit reports to stop or find vendor payment issues ($0.5B savings) and capture unbilled revenue ($100M).

Budget Manager

S Responsible for the Corporate Annual Budget, which was completed timely and efficiently.

S Performed internal audits on Risk Management and Fuel functions. Developed new internal controls and was the financial advisor for new in-house computer programs.

Accounting Manager

S Coordinated and managed the external annual and quarterly audits.

PREVIOUS EXPERIENCE

Schoellkopf sports inc, Dallas, TX

Division Controller

Searle will ross, Dallas, TX

Controller

Accounting Supervisor

Staff Accountant

EDUCATION AND PROFESSIONAL DEVELOPMENT

Bachelor of Business Administration (BBA)

in Accounting, University of Wisconsin-Milwaukee, Milwaukee, WI

Certified Public Accountant (CPA)

Management Assessment Program (MAP)

Member: American Institute of Certified Public Accountant (AICPA)

TECHNICAL SKILLS

Applications: Microsoft Excel, Word, Power Point, Access

Software: Hyperion Essbase, Mainframe Computers, JD Edwards (Oracle), MAS90, Lawson Software, Computer Associates, QuickBooks, AS/400

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