Sarah Lee

** ****** ** ******, ** ***** . 407-***-**** . ab8xr8@r.postjobfree.com

KEY SKILLS

EXCELLENT COMMUNICATION SKILLS Data Analysis & Problem Solving Skills

Results Oriented

Budgeting Spreadsheets & Reporting

Remote Trainer Coaching/Training Staff

Vendor Negotiations & Management Organized & Efficient

Positive & Enthusiastic

Education

BACHELORS OF SCIENCE, ACCOUNTING, CURRENTLY ENROLLED (EXP. 6/2013

GRADUATION)

Western governors university

Associates, Accounting, 2011

University of phoenix axia college

High School Diploma, 1999

granby memorial high scool

Professional Experience

EAST WASHINGTON ACCOUNTING SERVICES PIERSON, FL

Accounting Assistant, 7/12 to 10/12

Perform weekly, monthly and quarterly accounting services for a variety of

businesses, including: Payroll; Federal Tax Deposits; General Ledger;

Balance Sheet; Profit & Loss; tax preparation for both 1040 & 1120S.

ADC Legal Systems, INC. - Orlando, FL

Trainer/Training Manager, 12/09 to 5/12

Identified needs, created and implemented internal workflow. Provided

initial and follow up contact with clients. Supervised team members,

provided constructive feedback. Coached/trained new hires using ADDIE

Principals; Set and exceed training objectives. Identified client goals;

Created implementation/configuration of financial and case management

software.

Key Results:

. Designed and executed complete instructional design package for staff and

clients including syllabus, quick reference cards, and scripts for self-

taught movies.

. Analyzed & Mapped Client data for conversion; Reviewed converted data;

Identified and resolved potential problems with data

. Led team meetings and client follow ups. Handled and resolved escalated

issues. Actively participated in management meetings and built strong

relationships with other departments.

. Go-To staff member for questions regarding system capabilities or

troubleshooting issues.

. Consistently met client expectations and timeframes. Accomplished "go-

live" procedures to begin using new software.

. Discussed client budget to ensure accurate & timely implementation within

specified guidelines.

INOD/Penn Properties Orlando, FL

Bookkeeper, 4/11 to 9/11

Part-time bookkeeper of a Non-Profit organization and Real-Estate Company.

Reconciled all accounts including; trust, money market, savings and

operating accounts. Maintained accounts payable; accounts receivable;

revenue recordings, such as rent and donations, and payroll.

Key Results:

. Resolved months of backlogged work and maintained current status

coinciding with GAAP principals.

. Developed critical financial statements.

. Advised areas where expenses/bank charges could be reduced and/or

eliminated; Recommended efficient bookkeeping techniques and reporting

requirements.

Foot Solutions Orlando, FL

Store Manager, 04/06 to 11/09

Managed day to day operations of specialty footwear store including sales,

budgeting, merchandising and financial management. Developed key vendor

relationships; promotional marketing techniques; customer loyalty; and

effective product purchasing with increased profitability.

Key Results:

. Accurately accounted for store sales and receipts totaling over $490,000

in 2007 & over $400,000 in 2008

. Created effective business plan & strategy: Consolidated our products mix

to only those products with higher profit margins, reduce stock and

'dead' inventory by 50% and implemented an efficient ordering/tracking

process.

. Key financial management: processes payroll, accounts payable, accounts

receivable, collections. Analyzed Profit & Loss for planning and

budgeting expenses during a very challenging economy. Reconciled and

maintained accurate credit cards & checking accounts.

. Managed product purchasing by researching new products and developing

buying strategy which included negotiating discounts, terms, and exchange

policy. Built and maintained strong vendor relationships. Achieved

reduced inventory thru discipline ordering, quarterly updates, and best-

selling items.

. Developed a marketing strategy by researching demographics and utilizing

marketing tools to reach customer base.

. Designed visual merchandising and effective sales experience. Implemented

a multimedia advertising campaign; created visual ads and slogans.

. Top salesperson for 2008; Consistent up-selling and multiple sales.

Provided outstanding customer service and built positive customer

relationships by receiving numerous customer compliments and building a

referral based business.

. Trained and coached employees for maximum sales results providing monthly

and quarterly reviews, setting sales goals: daily, monthly, quarterly and

leading weekly team meetings.

The Hartford Simsbury/windsor, ct

Senior Service Specialist/Service Specialist, 10/03 to 4/06

Provided support in the Retirement Plans Contact Center, including quality

assurance, superior customer support, and fund trading per customer

requests. Corresponded with surrendering companies regarding rollover

requests.

Key Results:

. Review & monitor phone calls for quality assurance; Provide constructive

feedback to customer service representatives; Analyze DALBAR report; Lead

call review meetings

. Maintained close relationship with all levels of management regarding the

DALBAR progress and statistics; created motivational techniques for staff

to encourage DALBAR requirements.

. Mail letter of acceptance to surrendering companies; Provide rollover

status to agents & regional offices

. Process financial transactions; Answer customer inquiries

. Developed Coach Training Program: Created a guide for new hires to learn

and understand department products and procedures

. Worked with customers to meet all needs: Withdrawal, contribution, fund

trades.

. Coached/trained new hires on etiquette, procedures.

. Worked closely with internal/external departments to ensure customer

needs were met in a timely manner.

certifications

VENDOR CERTIFICATIONS 2006-2009 . EMERGING LEADERS - THE HARTFORD . SBA

BUSINESS OVERVIEW 2008

Technology Summary

MS OFFICE (WORD, EXCEL, POWERPOINT, OUTLOOK) . PERFECT PRACTICE . POS

SYSTEMS . QUICKEN . QUICKBOOKS . PEACHTREE .

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