Customer Service Manager
Resume:
Jim Tsai
Upper Arlington, Ohio 43221
*******.****@***.***
Work Experience
Consultant
*/**** - ******* *** **** Accounting and Financial services.
Ohio Department of Health/Diversity Search Group, Columbus, OH
. Develop reports of expenditures using MS Office (Excel, Access, Word) and
Cognos (Query Studio and Report studio).
. Compile federal spending information used by state officials to review
programs.
. Develop budget spending projections as required.
. Prepare and analyze data (payroll, subsidy, grant, expenditure, and
revenue).
. Plan the day-to-day operation by analyzing and developing cost estimates
for line items such as salary, fringe, travel, supplies, equipment
included in state and federal grants.
Plaza Properties, Columbus, OH
. Design and develop a data warehouse system in a SQL Server environment.
. Efficiently integrate data (financial and non-financial) from various
sources for an enterprise reporting system.
. Work with stakeholders across the organization to build requirements and
architect solutions to support operation and business decision making.
Central Proteinaprima Tbk, Indonesia
. Introduce automated workflow concept to in-house CRP development (based
on SAP) by developing a workflow prototype.
. Analyze and document current costing process for coming SAP conversion.
. Train corporate staff to use database application more effectively in
accessing data from legacy systems and developing ad hoc managerial
reports.
Manager of Portfolio Information/Sr. Technical Operations Analyst
11/1996 - 7/2008 Equity Residential Trust/Empirian Property Management
. Information Solution Activities:
o Research, identify, and develop business application systems to timely
convert business concepts into business actions.
o Develop automated MS Office applications to increase the data processing
accuracy/efficiency for corporate staff.
o Integrate and leverage business requirements into global process and data
models. Develop and conduct training for technical and nontechnical
people on data modeling techniques and incorporating data modeling into
strategic information systems development and maintenance.
o Develop, administer, and maintain the Data Warehouse (SQL server based).
o Develop/Maintain the Collection module and act as liaison between the
Collection Agencies and the company to ensure smooth data flow.
o Experienced in using and developing managerial reports using BI/OLAP
applications (Hyperion Brio) on JD Edwards, PeopleSoft.
. Financial Analysis Activities:
o Provide statistical analysis of major business variables.
o Develop automated early warning system to monitor crucial indicators from
operations.
o Work with the regional operation teams for monthly portfolio analysis,
team problem solving, budget variance reporting, and forecasting.
o Assist in monthly operational review meetings to redefine and evaluate
performance, implement new guidelines, identify and support corrective
actions and reforecast.
. Budgetary Activities:
o Assist with the annual budget process for each community.
o Assist with monitoring the implementation of budget and operating plans,
apprising Senior Management of significant exceptions from budget or
operating plans, and preparing monthly operating variance reports.
Business Analyst III
7/1995 - 11/1996 Banc One Investment Advisors Corp., Columbus, OH
. Mutual Fund Performance Measurement:
o Investment advisory fee calculation, rebate, and distribution.
o Investment performance calculation, analysis, verification, and reporting
with peer group comparisons for mutual funds, common trust funds and
separately managed accounts.
o Responsible for performance measurement, attribution, risk, peer group
analysis and reporting, and composite maintenance for assigned areas of
coverage, as well as responding to ad hoc requests.
. Business Applications:
o Develop PC applications that integrating data from various sources for
Institutional accounts billing, performance information and bonus accrual
processing, and for investment product cost and profitability reporting.
o Develop interactive Access based budget system to collect data from
various departments. Roll up data into various levels and provide data
analysis to responsible managers.
Accounting Manager
10/1994 - 7/1995 F. C. Smith Clinic, Inc., Marion, OH
. Direct supervision of the personnel and functions of accounts payable,
general accounting and payroll.
. Preparation/presentation of monthly, quarterly, and annual financial
reports.
. General ledger accounts review and variance analysis.
. Preparation of annual operating budget and income projections.
. Coordination of annual financial audits and cash management.
. Preparation of individual practice analysis (for 30+ physicians) to
develop cost awareness and improve practice efficiency.
. Preparation of the periodic pension plan/payroll reports and schedules to
various government entities to ensure compliance with governmental
regulations.
. Negotiation of capital lease conditions and Preparation of lease analysis
for lease vs. buy decision and for end-of-lease buyout opportunities.
Controller
10/1993 - 10/1994 M. A. Fox Company, Columbus, OH
. Perform analysis on budget and actual results and report findings to the
owner.
. Oversee daily operations and functions of:
o Preparation and review of monthly financial statements
o Review of A/P invoices
o Prepare and review all payroll processes
o Daily cash management.
o Interact with project leaders regarding financial matters such as
quoting, progressive billing, project management, budgeting, cost control
etc.
. Maintain relationships with bankers and insurance representatives.
. Manage accounts payable, accounts receivable/billing, bank
reconciliation, general ledger, payroll, sales tax, and general accounting
functions.
Accountant
11/1991 - 10/1993 Taggart Marryott Real Estate, Columbus, OH
. Monthly and annual financial statement preparation and analysis.
. Annual budgeting process assistance.
. Year-end cash to accrual financial statement conversion.
. Real estate tax and insurance escrow analysis and processing.
. Fixed asset analysis.
. Bank reconciliations and cash analysis.
. Accounts payable and accounts receivable processing.
. General ledger analysis and general journal entries.
Import/Export Coordinator
6/1985 - 8/1991 Roanoke Furniture/Fedco International, Columbus/Taipei,
OH/Taiwan
. Arrange Letter of Credit (L/C) and negotiate performance conditions.
. Work with suppliers to coordinate production, testing, and inspection
schedules to ensure timely shipments.
. Ensure timely preparation of all required documentation (commercial
invoice, packing list, bill of landing, etc) and the compliance with all
requirements listed under any L/C.
. Provide excellent customer service throughout the import/export process
including quick response to inquiries and problem resolution.
. Assure the integrity of the issuing banks and the authenticity of the
L/C. Identify irregularities to avoid L/C discrepancies.
. Arrange import/export financing and manage foreign currencies to
facilitate international transactions and avoid risk of foreign exchange
fluctuation
Education
8/1983 - 3/1985 Georgia State University, Atlanta, Georgia
. MBA
8/1976 - 6/1980 Tatung University, Taipei, Taiwan
. B.S. Accounting
Affiliations
3/1996 - Present Accountancy Board of Ohio
. CPA
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