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Sales Management

Houston, Texas, 77063, United States
March 20, 2011

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Jocelyn Ozan 713-***-****


Operational, administrative and accounting professional with experience in dynamic, fast paced, problem

solving environments. Strong ability to organize, prioritize and produce results. As a key member of an

executive team, I build and maintain an effective work environment through the use of best practices and

strong leadership skills.

Work Experience

Houston Arts Alliance - Houston, TX Employed: 1/2008 – 10/22/2010

Director of Finance & Administration for one of the largest Local Arts Agencies in the country with a budget

of over $15 million; granting over $9 million in grants and over $3 million in Civic Art Contracts both for

the City of Houston and private institutions and alliances. The Director of Finance & Administration was

part of the leadership team of the organization and responsible for setting policies and procedures as they

related to all business operations of the organization. Major responsibilities included:

Accounting – Responsible for A/R, A/P, billings, and grant reconciliation. Conducted monthly close

activities including account reconciliations, initiated and posted journal entries, maintained depreciation

schedule and other tasks to prepare financial statements. On a monthly basis presented financial statements

to the Finance Committee of the Board of Directors. Served as staff liaison to the Finance Committee and

prepared reports for presentation to the Board of Directors.

Budgeting & Analysis – Responsible for preparing and reporting the annual budget. Based on work plan,

assisted each department and program manager in planning the use of available funds and human capital to

allow for accomplishment of goals both on an annual and per project basis. Provided analysis on actual vs.

budgeted expenditures and forecasted year end position.

Reporting & Compliance – Responsible for government contract compliance and reporting. Provided

assistance with negotiation of all City related contracts. Provided financial information for federal, state and

city grant reporting. Managed timely filing of IRS tax returns and other required filings.

Payroll & HR Activities – Responsible for payroll processing with an outside payroll provider. Managed

HR-related activities including hiring, employee evaluation procedures including processing new hires and

terminations. Negotiated, managed and evaluated employee benefit plans to assure competitiveness. Applied

best practices in all aspects of employee relations and encouraged staff development within budgetary


IT & Office Administration - Responsible for procurement of office supplies, services and equipment

leasing including contract negotiation and review. Managed and coordinated all business insurance for the

organization. Work with off-site IT service provider to maintain integrity of network and computers.

Responsible for all business related insurance. Selected, installed and maintained the organization’s

accounting software. Implemented fundraising software in coordination with the Development Director.

Maintained a comfortable office environment and managed the facility in cooperation with the landlord.

Strategic Planning & Leadership – Participated in the short and long-term strategic planning process by

working with CEO to design organizational structure, assist senior managers with program initiatives, goal

setting, and providing analytic data for decision making.

Stanley Security Solutions - Houston, TX Employed: 8/2006 – 12/2007

Regional Field Accountant for the Houston Region which includes sales offices in Houston, Dallas &

Memphis. Major responsibilities included:

Accounting – Responsible for creating journal entries to transfer revenue, cash and inventory information

between IT systems for a region with two business divisions and over $23 million in sales. Coordinated

inter-company charges and recorded accruals and deferred revenue. Calculated commission income for

fifteen sales agents.

Analysis – Analyze gross margins and cost variances. Assist project managers with analysis to ensure

accurate revenue recognition. Provide SG&A cost breakdowns and ad hoc analysis as required.

Audit & Control - Monitor & test day to day business activities, such as material receipts and invoicing for

compliance with company policy and SOX requirements. Monitoring inventory levels and detail for

accuracy. Lead role in physical inventory counts. Assist internal and outside auditors with annual testing.

General Business Support – Serve as a liaison between the field offices and the corporate office in the areas

of payroll and human resources. Provide assistance with forms, processes and policies at a regional level for

over 50 employees. Provide representation in regard to local and state tax issues.

Association Services Team - Houston, TX Employed: 9/2005 – 5/2006

Accounting / Office Manager for an association management company specializing in non-profit

professional associations. Major responsibilities included:

Accounting and Cash Management – Responsible for entire accounting process for the management

company as well as multiple non-profit associations. This included accounts payable, accounts receivable,

reconciling bank statements, and generating monthly financial statements. Improved the process for billing

of membership/association fees and tracking of membership activity. Analysis & reconciliation of accounts,

initiating & posting journal entries and preparing year end information for the annual audit by an off-site

accountant. Work with Board of Directors in budgeting, variance analysis, and forecasting.

Office Management –Responsible for coordination of all office supplies and services. Work with off-site IT

service provider to maintain integrity of network and computers.

Special Projects – Management of bookstore for a 2-day symposium with over 1,000 attendees to include

ordering books, inventory & cash operations, cash reconciliation, and customer service.

G. Thanks Gifts - Cleveland, OH Employed: 11/1978 – 3/2005

Director of Operations for a regional chain of 14 card & gift stores in 3 states with sales of $10 million.

Major responsibilities included:

Office Management – Hired, trained, and directed office staff. Responsible for accounts payable, sales

audit, inventory/sales information and shrinkage analysis. Created sales goals, tracked progress and provided

sales goal analysis. Approved all expenses and negotiated price for office equipment, POS equipment, and


Payroll & Benefits Administration - Provided information to ADP for payroll processing and maintained

confidential payroll records. Created & maintained the company handbook, coordinated & managed all

health insurance, 401k, and workers' compensation claims. Managed benefit administration for

competitiveness and seamless collaboration between corporate office and stores.

Accounting and Cash Management – Responsible for monthly financial statements, initiating & posting

journal entries, analysis & reconciliation of accounts for the annual audit by an off-site accountant.

Responsible for treasury functions, cash management, bank reconciliations & line of credit activity.

Information Systems Management - Selected, installed and maintained the company's point of sale system,

inventory management system, and accounting software. Created and maintained an operational guidebook

for use in the field.

Support Coordinator for retail locations in all areas of operations with an emphasis on streamlining

operations and providing an excellent customer experience. Created & maintained preferred customer

reward program. Initiated & communicated retail operation policies and procedures. Identified needs in the

area of training and provided training guidelines. Negotiated contracts for services and supplies. Managed

physical inventory and cycle count process including analyzing variances. Resolved customer complaints

that were elevated to corporate office.

Special Projects - Organized and coordinated sales management meetings for up to 40 people. Prepared and

presented seminar information.

Education & Special Skills

BA Business Management – Ursuline College – Pepper Pike, OH – 2001 – Summa Cum Laude

Microsoft Office – Proficient in Word, Excel & Sage Software – MAS 90, Sage MIP QuickBooks Pro,

ADP, SAP, Wells Fargo Payroll

Volunteer Activities

Currently I am the Volunteer Coordinator at The Country Playhouse in Houston, TX and have also been the

Assistant Director of theatrical productions on an as needed basis. I have also held various Board and

Committee positions with other non-profit organizations.

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