Jeffrey M. Conley
*** ******** **, ******** *******, CO 80921 Phone: 719-***-****
E-mail: abkw1r@r.postjobfree.com
SUMMARY
I am a results oriented finance and accounting professional with a strong
background in consulting, analytics, management, tax, finance, accounting,
business development, vendor/customer relations, IT system implementation
and business processes. My strengths include process development,
budgeting, forecasting, executive presentations, financial modeling, and
training. I speak, read, and write Spanish.
EXPERIENCE
Padgett Business Services/Self-employed
01/08--Present
Owner, Tax Accountant, Advisor
Colorado Springs, CO
. Prepare individual, partnership, S-corporation, C-corporation
tax returns that include s-corporation shareholder transactions,
debt basis, equity basis, 1031 exchanges, research credits,
passive income, related party transactions, start-ups, and
business closures
. Consult with clients on all tax matters optimizing tax
liability, tax payments, and long term affects of equity
transactions
. Consult with clients on business including marketing, accounting
processes, bank selection, start-up process, capital needs and
impact of hiring employees
. Perform client accounting: closing books, reconciling accounts,
making journal entries allowing me to analyze performance and
advise clients on expenses and ROI
. Oversee client's payroll and payroll tax filings ensuring
compliance with all payroll laws including, unemployment,
benefits, and FICA
. Perform financial projections for clients as needed including
tax projections that optimize liability and ensure proper
compliance to tax laws
. Market and sell services including generating new leads,
generating referrals, networking and utilizing CRM software--
increased revenue 87% in year 2 and 35% in year 3
Flying J Inc.
10/05-01/08
Controller-Repair & Service Shop Division ($20 Million Division)
Ogden, UT
. Entrusted with managing and creating internal controls,
financial statements, forecasts, budgets, ad hoc reports,
reconciliations, GL entries, and monthly close of 15 P&L's
. Partnered with IT and operations to enhance point-of-sale and
inventory systems for repair shops leading to automated re-
ordering and real-time reporting of sales, cost of sales and
inventory levels
. Selected to aide in company-wide design & automation of
accounting processes leading to accurate and automated posting
to general ledger
. Oversaw vendor relations including A/P, purchasing of over $2
million in parts, and automation of payment to vendors
. Negotiated and reviewed vendor contracts and forecasted
financial impact
Business Analyst-Repair & Service Shop Division
05/05-10/05
. Coordinated design and implementation of POS and inventory
control system leading to real-time reports through business
objects
. Developed financial business model that standardized service
offering, purchasing, inventory, and pricing.
Business Analyst/Project manager-Merchandise Department
05/04-05/05
. Managed merchandise category with 300 plus brands and over $66
million in sales
. Collaborated on development of cost model based on historical
purchases and sales
. Coordinated and led project team in implementing merchandise
control software that standardized and optimized visual layout
in over 150 stores
. Partnered with merchandising group to optimize stocking levels,
re-order points, and visual layout of over 20 merchandise
schematics
Jeffrey M. Conley
320 Homeland Ct, Colorado Springs, CO 80921 Phone: 719-***-****
E-mail: abkw1r@r.postjobfree.com
Sears Credit and Customer Care Network
09/01-08/03
Operations Team Manager
San Antonio, TX/Boise, ID
. Created reporting system and process to support new coaching and
performance evaluation model for 150 plus managers and 2000 plus
associates
. Traveled nationwide interacting with executives, divisional
directors, managers, and associates while implementing new
coaching and performance evaluation model
. Selected to trained and certify 100 plus managers on performance
evaluation model
. Developed a ranking and reporting model in Excel for 600 plus
employees and 7 lines of business
. Created a decision process to account for changes in employee
staffing requirements
. Reduced management workload by 90% by creating a new automated
documentation process using macros in Excel
EDUCATION
Brigham Young University
Master of Business Administration April 2005 GPA 3.67
Brigham Young University
Graduated Cum Laude (GPA 3.85) with Bachelor of Arts in Spanish August
2001
SKILLS
ADP Payroll (RUN), Taxwise, Quickbooks, RIA Research, Business
Objects, SQL/PLSQL, ORACLE Database, Word, Excel (Advanced skills
including v-lookup, h-lookup, match, goal seek, NPV, IRR, ROI, pivot
tables, scenarios, solver, Data/Table, sumif, if, data validation,
naming, statistics, macros, VB), Crystal Ball, Monte Carlo, Access,
PowerPoint, contract review, speak, read, and write Spanish fluently,
run, cycle, and play football and basketball. Currently pursing CPA
Designation.