Customer Service Manager

Jacqueline M. Longo, CPA

? *** Whitpain Hills, Blue Bell, PA 19422 ? 610-***-**** (home) ?

484-***-**** (cell) ? ************@***.***

PROFILE

Dynamic leader with over 20 years of experience in general accounting,

operations management, financial planning and reporting. Specific

expertise in the credit card (bank card and private label), banking, and

retail industries. Self starter and organized individual who is equally

capable of working independently or as part of a team to accomplish the

company's objectives. Effective communicator who directs peoples actions

toward the company's goals.

? General Accounting ? Retail Operations Management ?

Regulatory Compliance

? Data Mining ? Strategic Thinker ?

Strong Customer Service Orientation

PROFESSIONAL EXPERIENCE

Waterloo Gardens, Inc, Exton, PA

2010-Present

Senior Accountant

. Prepare monthly, quarterly, and annual financial statements for Waterloo

Gardens, Inc and its related parties with comprehensive variance analysis

. Monitored and managed company's cash flow

. Developed the annual budget

. Maintained the general ledger and the month end close.

. Prepare monthly account analysis binder

. Liaison for the annual external audit

. Managed all monthly state sales tax filings, quarterly state unemployment

filings, and annual unclaimed property filings.

. Support new business initiatives and special projects as required

. Back up to Human Resource Coordinator

Achievements:

- Created monthly department KPI reporting

Charming Shoppes Credit Division, Bensalem, PA

2008-2010

Manager of Credit Accounting

. Manage the daily and monthly accounting process for credit and debit card

processors

. Manage payment for third party servicer of the company's private label

portfolio ($42 million annually)

. Oversee general ledger closing process

. Manage the division's account payable process

. Manage executive monthly financial reporting with analysis to

budget/forecast

. Coordinate client assistance requirements for internal and external

audits

. Manage the division's documentation in support of Sarbanes- Oxley

requirements

. Support new business initiatives and special projects as required

. Direct daily staff duties of 2

Achievements:

- Technical advisor in debit card processor conversion

- Reengineered monthly financial reporting package for clearer

reporting

Charming Shoppes Shared Service Center, Bensalem, PA

2003-2008

Manager of Sales Audit Department

. Supervise the sales audit function to ensure complete and accurate sales

reporting ($2 billion annually).

. Uniformly reconcile all store bank accounts to the ledger (2300 stores

nationwide).

. Manage corrections for exception based store transactions

. Analyze divisional expenses as it relates to bank fees, overshort, bad

checks, and petty cash transactions

. Delivered presentations to divisional store management

. Responsible for developing and tracking the annual budget for department

. Lead the department's documentation efforts in support of Sarbanes-Oxley

requirements

. Leading and coaching a staff of 7 people

Achievements:

- Cross consolidated store bank accounts across all brands which

resulted in the company saving $100K in banking fees

- Developed divisional reporting for all store deposit differences

and late deposits

Charming Shoppes, Credit Division, Bensalem, PA

1998-2003

Bank Accounting Manager

. Managed the daily and monthly accounting processes in support of the

credit division's credit card portfolios

. Prepared SEC reporting schedules relating to asset securitization and

the private label credit card portfolio

. Prepared quarterly FDIC Call Reports and presented these reports

quarterly to the Spirit of America National Bank's Board of Directors

. Prepared monthly reconciliations for investments, prepaids, and

intercompany accounts

. Coordinated overall monthly and annual reporting packages for Bank's

Board of Directors

. Supervised annual outside audit

First Union/Corestates Financial Corporation, Philadelphia, PA

1997-1998

Audit Officer

. Directed Loan Accounting and Loan Servicing Audits of the holding

company's mortgage subsidiary

. Participated in a "mock" OCC examination of The Money Store, a finance

subsidiary of First Union

. Audited the internal control structure for inventory management for

the auto finance division

Federal Deposit Insurance Corporation, Bensalem, PA

1992-1997

Commissioned Bank Examiner

. Conducted and directed examinations of financial institutions and

trust departments

. Presented examination findings to bank management or the board of

directors

. Assessed an institution's asset quality, capital adequacy, earning

performance, liquidity levels and sensitivity

to market risk, as well as, the overall operating soundness of the

financial institution

. Assessed, applied, and resolved technical regulatory provisions and

accounting issues

. Reviewed the adequacy of internal controls and procedures

. Performed credit analysis on diverse loan portfolios

. Evaluated off-balance sheet and other capital markets activities

Archdiocese of Philadelphia, Philadelphia, PA

1990-1992

Auditor

. Planned and conducted audits and financial reviews of departments,

parishes, and schools

. Reviewed and audited the annual budgets submitted by religious and

administrative departments

EDUCATION

BA Accounting, Immaculata University, Immaculata, PA GPA 3.95

Computer SKILLS

Lawson, AS400, QuickBooks, Excel, Access, PowerPoint, Outlooksoft, ReconNet

software, Auditworks, FDIC DPSC Software

Contact this candidate