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Customer Service Accounting

Location:
Charlotte, NC
Salary:
Negotiable
Posted:
March 31, 2014

Contact this candidate

Resume:

MEGAN LARSON

971-***-****

acdfe9@r.postjobfree.com

OBJECTIVE:

I ‘Optimize’ organizations through creative, team developed, future thinking solutions. My accounting and

finance background paired with my systems understanding proves my ability to put into place controls, both

financial and operational, to assist in future growth and transparency. I seek a finance position within a growing

company that needs a well rounded team player who will assist them in getting to the next level.

ACCOMPLISHMENTS:

Member of a team tasked to create workflow and system solution to resolve current inefficient processes.

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This opened the door to new profitability analytics that ultimately redefined the corporate direction

roadmap. Leading to 2 changes: 1 – new development in departments and revenue streams previously

unsupported – allowing for potential additional profit generation of $3 $5 million in the first year. 2 –

Providing break even understanding which allowed for custom optimization and restructuring of

unprofitable sectors and clients.

Established cash flow controls and expenditure processes of customer accounts which increased customer

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service and improved billing methods while the company realized over $250,000 in additional revenues as

well as faster receivables turnover.

Streamlined contracts and restructured pricing strategies using actual cost analysis to construct variable

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pricing matrices, this resulted in 5 10% increased account margins in multiple departments.

Part of a team that performed audit at offsite facility analyzing margin deficiencies resulting in the

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consolidation of all service billing to main headquarters by doing so the company realized an increase in

margins on that segment by 23%.

Provided overhead efficiency analysis which resulted in recommendations to restructure operational

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departments with projected improved margins of 8 13% and with additional scalability of 4x.

Created and implemented paperless billing systems for three different companies.

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WORK HISTORY

September 2012 – February 2014

Finance Business Analyst, Scribes STAT, Inc. Portland, Oregon (National Healthcare Support Company)

- Realized 170% annualized growth during my employment taking the company from 160 680+ employees

in 17 states working directly with the leadership team.

- Streamlined operational processes and designed data parameters and controls to improve billing,

analytics and reporting.

- Set in place T&E policies and guidelines which realized a departmental sunk cost savings of 37%

- Identified inefficiencies within the organization which triggered network expansion, paperless processes,

and increased document security. Allowed company to utilize 2 personnel previously utilized in disparate

processes.

- Revised the forecast model to new business line expectations and assisted in compiling 2014 budget.

- Participated on project team that determined future system solutions (3) for 2014 implementations and

lead for the internal project teams.

- Created test scenarios to identify optimal business processes and developed procedure manuals and

trained staff on operational and accounting systems as well as lead instructional workshops and 1 on 1

training to ensure proper implementation of optimal workflows.

- Full Cycle Accounting; Month close preparation; Cost Accounting; System design and implementation;

Billing; Trend Analysis; Forecast Variance Analysis; Payroll administrator for 600+ employees. Managed

staff of 2.

March 2011 – September 2012

Operations Finance Manager, Export Global Metals, Inc. Hillsboro, Oregon (International Supply Chain

Logistics Company)

- Member of a team which identified key business factors and provided custom reporting for each line of

business to leadership. This ultimately took the company from reactive to proactive by restructuring

their international brokerage and local yard operations in how they utilized and shipped commodities.

- Implemented paperless solution and merged operations and financial systems through an import/export

format. Moved company from pen and paper to computerized processes with newly defined workflows and

processes passing multiple financial audits and RIOS/R2 certification scrutiny.

- Full Cycle Accounting; Financials; Budgeting & Forecasting; Payroll & HR; Inventory Control Analyst;

Collections; Claims; Contract Negotiations; Risk Analysis; Cost Accounting; Systems Implementation &

Administration; Member of Leadership Team; Managed staff of 14

June 2009 – February 2011 Took time off to take care of elderly family members.

January 2008 – May 2009

Staff Accountant & Business Systems Analyst – Cook Security Group. Milwaukie, Oregon (Regional

Manufacturing Company)

- Full Cycle Accounting; Billing; Cost Accounting; Collections; Fixed Assets; Operations System

Administration; Contract Proposals, Pricing and Renewal Analysis; Internal Auditor; Program

Implementation Specialist.

- Created system controls to track expenditures and control pass thru vs. sunk costs. Implemented reports

to monitor activity from a ‘top down’ management approach. Developed budget for out of state offices,

highlighting areas of cost control review.

- Developed and implemented operational training manual for staff. This improved reporting and

increased billing by 18%

Jun 2004 to Dec

2007

Bookkeeper – while attending college Various Small Businesses, Boise, ID

Private Investigation Firm: Full Cycle Accounting; Payroll; Tax preparation for audit team; General

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Office Duties. Trained small business owner to become self sustaining with their record keeping and

filings to their CPA.

Non Profit Firm: System and procedure development; MRDD software set up and design; Full Cycle

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General Ledger Accounting; Cost Accounting; Medicaid/Workers Compensation administration; general

office administrative support; customer service

Real Estate & Auto Finance Firm: A/P; A/R; Payroll; Prepared financial documents for shareholders,

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CPA; Developed real estate, auto contracts, and customer financial loan documents; Liaison between

auto dealers and customers; Prepared affidavits of repossession; Responsible for all intercompany and

personal accounting for employer.

SKILLS & EXPERTISE

Software Knowledge:

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o Accounting: QuickBooks (Certified Pro Advisor), MAS90, SAP (CBfC), MRDD, Peachtree

o Operations: Paychex, ADP, E Recruit, Concur, Shift Admin, S2000Win, ROM

o Reporting: Visual Integrator, Paychex Report Writer, Crystal Reports, Cayenta, All MS Office

Applications,

o Other: Internet, Document Production, Newsletters, Publications, Citrix, Multiple remote

support/training applications

Skills: Leadership ability, Project Management/Logistics experience, streamlining and restructuring

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workflow identification; experience with multiple large system integration projects; works well within

time sensitive deadlines with little supervision.

Characteristics: Professional; self motivated; confident; open communicator. Teamwork oriented and

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always striving for continuous improvement. Comfortable discussing accounting policy and procedures;

financial decision; and operational adjustments at any level with other professional disciplines.

EDUCATION:

College of Idaho, June 2007, Caldwell, Idaho; BA in Business Administration & Accounting

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