Customer Service Manager

RODERICK D. EDWARDS

**** ******** **** ****** *******, TX 78413 601-***-**** ********.*******@******************.***

SKILLS SUMMARY

Financial Analysis Cost Accounting QuickBooks

Valuation Microsoft Excel Crystal Reports

P&L Forecasting Microsoft Access Bloomberg

Financial Modeling Microsoft PowerPoint SAP

PROFESSIONAL EXPERIENCE

finance/financial services

Generated over $1,000,000 in revenue within 8-month period with sales knowledge through available consumer products

and services.

Performed ad-hoc financial analysis to prepare state returns of business entities within company.

Gathered data to prepare summaries according to GAAP (Generally Accepted Accounting Principles) for senior directors,

used for future reviews of business cases for capital investment.

Performed substantiation of tax returns of business entities within company.

Gained understanding of FINRA rules and regulations.

Analyzed client portfolios with financial services representatives to study level of risk aversion and investment needs.

Prepared journal entries and performed account reconciliations.

Evaluated company expenditures and revenues through accounts receivable and accounts payable.

Built financial projection/forecast models for financial statements (i.e. income statement, balance sheet, and statement of cash

flows).

Composed business plan(s) of business structures for expansion and growth, which included market analysis, pricing and gross

margin targets, and financial projections.

Customer Service/Marketing/Problem Solving

Supported management in the implementation of marketing programs, special initiatives, and lead generation programs.

Managed prospect lists, data gathering, and client documentation.

Arranged presentations with clients to address financial concerns relating to personal assets, such as mortgages and automobiles,

resulting in financial plans to resolve current obligations.

Assisted financial services representatives with customer service and administrative support.

EMPLOYMENT HISTORY

Aurora Entertainment, LLC Hattiesburg, Mississippi

Accountant, March 2013 – July 2013

Sanderson Farms, Inc. Laurel, Mississippi

Management Trainee, September 2011 – December 2012

Northwestern Mutual Investment Services, LLC Hattiesburg, Mississippi

Marketing Associate, March 2011 – August 2011

University of Southern Mississippi: Student Academic Enhancement Program Hattiesburg, Mississippi

Instructor/Tutor, June 2010 – December 2010

MetLife Resources Atlanta, Georgia

Intern, June 2009 – July 2009

Clark Atlanta University Atlanta, Georgia

College Work Study, February 2009 – May 2009

Economics Tutor, January 2008 – May 2009

Verizon Wireless Alpharetta, Georgia

Finance Tax Intern, June 2008 – July 2008

Wells Fargo Financial Ocean Springs, Mississippi

Credit Manager, June 2006 – July 2007

EDUCATION

Certificate of Completion (Focus on Personal Finance), The American College, August 2009

Master’s of Business Administration (Finance), Clark Atlanta University, May 2009

Bachelor’s of Science in Business Administration (Marketing), University of Southern Mississippi, May 2007

ADDITIONAL

Kappa Alpha Psi Fraternity, Inc.

CFA Society of Atlanta Scholarship Recipient, 2008

Delta Sigma Pi

Contact this candidate