Customer Service Management

An entrepreneurial professional with ** years of experience at identifying

and resolving issues, experienced working with and reporting to all levels

of management in varied industries. Analytical problem solving approach,

very detailed, results driven with outstanding interpersonal and

communications skills with a proven track record for improving

efficiencies. Special projects, researching accounting issues and

implementation of new software are normal tasks that I have successfully

accomplished multiple times. Strategic, methodical and reliable; enjoy the

challenge of resolving long-term issues, and influencing revenue positive

outcomes. Available for travel and relocation.

Areas of Experience

Financial Analysis & Management Reporting

Information Systems Implementation

Staff Supervision & Training

Project Management

Budgeting & Forecasting

Fixed Asset Management

Custom Report Writing

Data Mining & Manipulation

Microsoft & Pervasive SQL

Inventory Management

Manufacturing Variances & Costing

PROFESSIONAL EXPERIENCE

Answers Accounting

2002 - Present

Hemet, CA

Accounting Manager for Midwest office

. Assign and manage staff to client projects. Train, review and mentor

staff for advancement.

. Full cycle accounting responsibilities for Midwest office include but

not limited to general ledger journal entries and account

reconciliations, accounts payable, customer billings, accounts

receivable, inventory control, purchase orders, payroll, fixed assets

and bank reconciliations.

. Timely government reporting and tax deposits for payroll, sales and

income tax purposes.

. Maintain banking relationship and manage the company line of credit.

. Handle all customer and vendor inquires and ensure high customer

satisfaction.

Managing Consultant for Midwest office

. Support clients in various industries i.e. retail & wholesale

distribution, manufacturing, service, food service, non-profit and

agricultural; client size ranging 5 to 50 million in annual revenues.

. After interviewing staff and management; prepare a needs analysis report

detailing recommendations for improving and addressing client needs.

. Work with client's management, staff, CPA and bankers to design and

implement an automated accounting system that meets the client's needs.

. Using custom reports, additional software or a customized solution,

assist management with automating tasks to become efficient.

. Ensure proper security for accounting system is implemented and

maintained.

. Assist manufacturing clients with setup and maintenance of BOM's, Costing

Methods (standard, average, FIFO, LIFO, direct and indirect), tracing

variances and physical inventories.

. Support client's required to maintain a serial number and/or lot tracked

inventory.

. Use my CPA skills and experience to assist and advise clients on

accounting issues, produce financial statements, assist with sales tax

audits and financial analysis.

. Via custom Crystal Report writing, assist many clients to improve

their customer service, inventory management and sales and overall

company management by giving them access to the data in their

accounting system in a format they can use to make accurate decisions.

Access Accounting & eSolutions

Sep 2001 - Sep 2002

St. Louis, MO

Staff Consultant

. Supported Sage Accpac ERP software clients.

. Designed custom Crystal reports.

. Implemented new systems and train new clients.

Taylor, Perky & Parker LLC

Jun 1998 - Sep 2001

Overland Park, KS

Staff Accountant

. Worked with CFO for hire department to assist clients with limited

accounting staff.

. Obtained Sage Accpac ERP and MISys Manufacturing software

certifications.

. Passed all four sections of the CPA examination and obtained my

license in Missouri.

. Supported Sage Accpac and MISys Manufacturing clients.

Arthur Andersen LLP

Aug 1997 - Jun 1998

Kansas City, MO

Staff Accountant

. Prepare individual, corporate and not-for-profit tax returns.

Self Employed Payroll Service

1993 - Aug 1997

Kansas City, MO

. Ran full service payroll processing service for multiple small

to medium sized clients while putting myself thru school.

EDUCATION

University of Missouri - Kansas City

Bachelor of Science, Accounting, 1997

CERTIFICATIONS/LICENSES

Missouri CPA License No. 200*******

Certified on the following Sage Software and Third Party product lines:

. Sage Accpac ERP

. Sage Accpac PJC

. Sage CRM

. MISys Manufacturing & Information Systems

. Technisoft Service Manager

. SAP Crystal Report Writer

Contact this candidate