Project Manager Sales

Michael Reames

*** ******** *** ********, ** ****2 203-***-**** **************@*****.***

SUMMARY

Goal focused operations and finance professional with several years

experience in customer and client support within Fortune 500 companies.

Broad based experience within finance, back office operations and account

management. Strong commitment to delivering quality customer service,

providing project management and cross-functional team leadership with a

track record of implementing solutions within time and budget constraints.

Energetic self-starter with extensive experience in time sensitive, fast-

paced environments. Excellent communication and organizational skills.

Productive, creative, and results-driven approach to project tasks.

PROFFESIONAL EXPERIENCE

ConEdison Solutions, Valhalla, NY

November 2010 - Present

Billing Service Specialist II

. Respond to billing inquiries, providing accurate and timely

information and quotes.

. Track and monitor data, prepare daily and weekly reports and invoices.

. Assist customers with inquiries and resolved potential customer

service issues.

. Responsible for issuing consumable customer credits for Graphics

Division.

Tracked sales data and maintained customer purchase histories for

Regional Sales Manager.

. Provide information and service support for outside sales

representatives.

. Provide sales support for pre-existing customers, coordinating new

equipment orders. Investigated new customer financial records as part

of overall qualification process.

. Prepare reports for sales team to determine purchase and/or lease

approvals.

. Provide timely support for Commercial and Industrial clients from

inception to termination of accounts

. Create reports using macros created to ensure billing exceptions are

corrected with efficiency

. Review Customer invoices to ensure accuracy

Accomplishment: Member of select inter-divisional cross-training program,

designed to increase efficiency through sharing of knowledge of

operations.

VISION FINANCIAL MARKETS, Stamford, CT

April 2009 - November 2009

Financial Service Representative (Contract)

. Developed strategies with Introducing Brokers (IBs) to resolve issues

relating to securities accounts.

. Supported clients using Broadridge trading system; executed trades for

stocks, futures and options.

. Provided Broadrigde systems support, password resets, data

reconciliation and report generation.

. Set up accounts with new clients; augmented existing clients

portfolios.

. Created reports in excel for bond inventory

GENWORTH FINANCIAL, Stamford, CT December 2007- May

2008

Compliance Specialist (Contract)

. Worked in the securities wing to ensure compliance from registered

representatives.

. Conducted branch audit examinations of registered representative

offices.

. Ensured files were in compliance with FINRA and Genworth regulations

and identified inherent compliance risks.

. Identified approximately 20% of branch examinations required follow-

up; led follow-up investigations and escalated compliance issues to

Chief Compliance Officer

CITIGROUP FINANCIAL, Stamford, CT May 2007-

December 2007

Investment Service Associate (Contract)

. Business partner to Smith Barney Financial Advisors/Associates to

resolve issues related to advisors' billing and compensation based on

fee schedules for securities trading

. Instrumental in facilitating timely payments to external money

managers/CFPs.

DAVID LERNER ASSOCIATES, Darien, CT April 2006 - April

2007

Investment Counselor

. Worked with clients to determine financials goals and develop

strategies to reach investment objectives.

. Managed investment portfolios for clients; asset allocation, wealth

management, tax advantaged investments, portfolio evaluations.

BANK OF NEW YORK, Oriskany, NY April 2003 - April 2006

Systems Liaison/ Analyst

. Acted as a Business Analyst/Project Manager for internal system

enhancement project.

. Coordinated with programmers and operations departments to define and

gather business requirements for systems enhancements (AFS - Automated

Financial System)

. Led R&D team to develop a new system that would synchronize functions

within AFS as a cost reduction strategy.

. Created reports using SQL, Focus and Business Objects

Production Coordinator - Syndications/Asset Sales (Commercial Loans)

. Accountable for accurate and timely distribution and tracking of

multimillion-dollar interest and principal payments to member banks.

. Ensured loans were processed in accordance with established

guidelines.

. Prepared loan documentations and correspondences electronically.

EDUCATION B.A. Business Public Management, SUNY Institute of Technology,

2003

Licenses Series 7, Series 63

COMPUTER Microsoft Office, Advanced Microsoft Excel (v-lookups, pivot

tables, macros), Access, Adobe Acrobat,

SKILLS Linux, C++, Focus, SQL, Macros, Lotus, AFS, DB2 Query, FCI,

AMBM, SIS Broadridge, Bloomberg, Extra, Business Objects,

Crystal Ball Reports

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