Sales Customer Service

Gregory L. Slater

*** ****** **** ***** *********, NC 28214 (704) 777 - 4445 **************@*****.***

Accountant Assistant/ Jr. Accountant/ Bookkeeper

Talented, professional, resilient, and results-driven Office Manager, with solid skills in bottom-line improvement,

demonstrated turn-around success, and vast experience in, and commitment to the (GAAP) Accounting career path;

boasting capable knowledge of accounting procedures and practices; competent interpersonal, analytical, problem

solving, organizational, keen attention to detail combined with strong communications and administrative skills; aims to

respond proactively to new challenges and ensure seamless accounting transitions in the corporate or retail sector.

Core Competencies

• • •

Tax Preparation A/R and A/P QuickBooks

• • •

Tax Law Competency Reconciliation General Leger

• • •

Tax Auditing & Compliance Journal Entries Sage Peachtree

• • •

Appreciation/Depreciation Posting/Classifying Oracle/People Soft

• • •

Analyzing Balance Sheet Risk Management MS Office Package

Professional Experience

H&R Block, Charlotte, NC 2009 – Current Office Manager/Tax Preparer

H&R Block is one of the world's largest tax services providers, having prepared more than 550 million tax returns since

1955. In fiscal 2010, H&R Block prepared more than 23 million tax returns worldwide with nearly 11,000 retail tax

offices, boasting more than $3.7 Billion in annual revenues.

Job Description:

Interviewed, probed, and attentively listened to clients to obtain pertinent personal facts needed to report. Reviewed

financials, including income and expenditures to determine forms needed to prepare tax returns. Computed taxes owed,

or overpaid using adding machine, personal computer, and tax tables. To ensure accuracy I performed research by

means of tax law handbooks and IRS website; calculated preparation fees according to return complexity and required

processing time; Prepared a broad complexity of individual and business tax returns. Utilized appropriate adjustments,

deductions, and credits accordingly for client’s benefit. Verified data input to detect and combat errors in arithmetic, data

entry, and/or procedures (Quality Control); achieved customer loyalty by supplying proficient knowledge, advantageous

advice, and great customer service, and always with a compassionate attitude. Lead and managed staff of 18 by

example, incorporating “job description” into training and coaching.

Selected Achievements:

• Topped previous year annual Bottom Line by 4.3%, as a result of being results driven, client focused and resourceful.

• Surpassed each annual organizational objective by a minimum of 4%, in consequence of building team morale and a

competitive spirit, engaging in “in the moment” coaching, and a commitment to earn and then ask for referrals.

• Led the district with a 97% Customer Service rating individually and collectively (office) by incorporating office

protocols, phone scripts, and a daily updated information board in the office break area.

• Increased customer base 5.7% by means of developing and executing a creative and effective marketing campaign.

Secured several written acknowledgments and awards for being client focused, staff focused, and results driven.

• Ensured various seamless transitions of industry forced organizational changes, exceeding organizational objectives.

Combined Insurance (ACE), Chicago, Illinois 2008 - 2009 Sales Manager

Job Description:

Managed a large sales staff covering several counties: recruited, hired, trained, and coached agents to:

Sell various types of insurance policies to individuals and businesses; acquire new clientele through networking,

referrals, cold calls, and telemarketing; call on current policyholders to analyze their insurance needs and suggest

additions or changes; Interview and probe clients to gain knowledge of their current financial state of being, financial

needs, and present/past physical condition to better serve them; customize insurance programs to suit individual

customers, often covering a variety of risks; explain features, advantages, and disadvantages of various policies to

promote sales; calculate premiums and establish payment method, submit forms to underwriting to obtain binder

coverage. Ensured that policy requirements are fulfilled and appropriate forms are completed, and completed

accurately. Performed a host of administrative tasks required of the position, such as, maintaining records, policy

renewals, and contract submissions. Developed marketing strategies to compete and win in the industry. Attended and

Presented meetings, seminars and programs to learn about new products and services to encourage sales.

Selected Achievements:

• Increased pre-set appointments by almost 33% as a result of introducing new scripts and staging rehearsals.

• Increased sales force closing ratio 11% by means of excellence training and rejection combating rehearsal.

• Closed and wrote a territory record daily high of sales contracts by way of good scheduling, solid appointments,

resilience, dedication, positive and confident attitude, and accomplished listening and communication.

• Earned and attained several written acknowledgments and awards for Top Sales Agent and Top Sales Manager.

Slater & Company, Inc., Charlotte, NC Slater’s Painting & Remodeling, Charlotte, NC

formerly

2004 – 2008 President / Incorporator 1989 – 2004 Sole Proprietorship

Job Description:

Direct and perform marketing, sales and advertising. Negotiated, acquired, and managed the financing, contracts and

revisions for all construction projects. Planned, organized, and directed all day-to-day office and construction projects

activities. Studied job specifications and determined appropriate construction methods. Secured and attained all

necessary permits for projects. Requisitioned supplies and materials needed to complete construction projects.

Scheduled projects in logical steps and accounted time required to meet deadlines. Determined labor requirements and

dispatched workers to construction sites accordingly. Monitored projects to ensure building and safety code compliance.

Interpreted and explained plans and contractual terms to administrative staff, site workers, and clients.

Prepared and submitted budget estimates, progress and cost tracking reports to the banks. Evaluated and directed

acquisition of land for construction projects. Developed and implemented quality control and safety programs.

Selected Achievements:

• Founded this company with a $1,000 and dream, and materialized it into a multi-million dollar company.

• Developed Slater’s Painting & Remodeling into such growth, that in 2004 it had to be restructured for protection.

Increased annual sales from $150 Thousand to over $2.5 million

• Accurately identified irregularities in company's books and performed an analysis to quantify the discrepancies,

leading to the dismissal and arrest of a specific accounting firm’s employee and an attorney for fraudulent activity.

• Resolved a highly-tense situation with the IRS, saving the company more than $220,000.

Education:

Strayer University: Associate in Arts in Accounting, with a Minor in Finance

Belmont Abbey University: Bachelor of Science in Accounting, with a Minor in Finance (Currently attending)

“Firmly committed to the MBA, Accounting/Finance and (CPA) tract”

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