Manager Customer Service

P aul J. Spann

*** *********** ****

Titusville, FL 32780

Phone: 321-***-****

E-mail: *******@***.***

Skills Excellent computer skills including MS Word, Excel, Power Point, Access,

Quick Books Pro, Internet, and creating f low charts using Microsoft products.

Detail oriented and efficiently organized, self-motivated, high-energy

i ndividual, highly t rustworthy and discrete with outstanding oral and writ ten

communication skills.

Excellent team worker, f lexible, open minded, productive and independent self-

starter.

Work Experience National D ist ribution Solutions Pompano Beach, F L

Independent Contractor October 2011- Present

• Coordinate the delivery of mariner magazines to marinas, yacht clubs,

yacht and ship brokers, and marine stores throughout the Tampa/St.

Petersburg/Clearwater area of Florida and the Melbourne/New Smyrna

Beach/Daytona Beach area of Florida.

• Maintain and review delivery schedules in order to maximize efficiency

w hile t racking delivery routes.

Brave Solutions Chattanooga, T N

Finance Manager A ugust 2008-November 2009

Responsible for t racking expenses and profits for multiple

construction projects with revenue of three million dollars.

Budgeted projects with cost indexing plans.

Responsible for updating and proofing Quick Books on a real

t ime basis.

Provided a multitude of monthly and ad hoc financial reports

to the owners of the company including cash f low reporting,

expense management reporting, profit/loss reporting and

operating budget reporting.

Responsible for invoicing customers on multiple projects.

Made recommendations for implementation of new policies to

i mprove control activities and streamline process f lows.

Wrote contracts using industry best practices for contractors,

sub-contractors, and contract employees.

JP Mo rgan Chase Bank

Brooklyn, NY

Operations Manager August 2004-

July 2006

Managed a team of professionals to ensure that contract and

reporting requirements were met for 20 plan sponsor clients

w ith a market value of over $20 Billion.

Implemented and administered operational procedures using

M icrosoft tools to solve client service issues that required data

collection and detailed analysis.

Ensured that financial data and investments by the client were

i n compliance with ERISA and Department of Labor policies.

Served as a daily liaison with external clients, i.e. Boeing, IBM,

Delta Airlines, and DOW to meet their monthly financial

reporting requirements, and maintained all financial records.

Responsible for a team that processed t ransactions for plan

sponsor’s investments in alternative investments.

Relationship Manager September 2001-

July 2004

Responsible for overseeing t rust services for Defined

Benefit/Defined Contribution clients, with assets over $5

b illion.

Focused on cross selling of JP Morgan Chase products and the

p rofitability of several top tier client relationships.

Managed defined benefit, defined contribution, charitable and

corporate t reasury plans.

Implemented strategies for increased revenue growth in 2004

by cross selling bank products and services.

On-site Representative

September 2000-August 2001

Serviced $9 billion defined benefit fund for corporate client

(Alt ria) by providing on-site services such as: technological

requests and queries for JP Morgan Chase on-line access, fund

managers reallocation, t ransition management, trouble

shooting performance data and all related accounting issues.

Client Service Officer August 1994-

August 2000

Client service officer for $42 billion defined benefit plan for an

i nstitutional client (IBM) providing customized informational

data on ad hoc basis for asset allocation, performance and

management fees, custody and broker commission fees, and

performance data.

Served as the client liaison for account openings, investment

management agreements, inquiries and payments of fees.

Recipient of Spot and Achievement award (issued by JP

Morgan Chase) recognizing dedication, quality, teamwork and

customer service.

Accounting Manager December 1988-

July 1994

Directed a staff of accounting professionals for reconciliation of

t he institutional corporate client’s institutional t rust’s

i nternational financial statements to meet monthly

performance requirements mandated by the client (IBM).

Provided quarterly and yearly performance review and career

development counseling.

Collaborated cross-functionally to meet internal and external

goals and requirements of the department.

Education University of Maryland University College Adelphia, MD

09/2010- Present

• Masters of Science degree in Accounting and Financial Management,

G raduated 05/2013. Present GPA 3.92

University of South Florida Tampa, FL

• Bachelors of Science degree in Management Information Systems

Professional Groups Maryland Association of CPA’s Inc.

Florida Institute of CPAs

Phi Kappa Phi Honorary society, initiated: April 20, 2013

Alpha Sigma Lambda Tau Chapter, University of Maryland University College

Accounting and Finance Professionals, Linkedin

AICPA, Junior member

Board member of Willowgreen Home Owners’ Association, t reasurer

Volunteer at The Grove church, Titusville, Florida

References Available upon request

Contact this candidate