Customer Service Accounts Payable
Resume:
Peter Allen Lundgren
Altamonte Springs, FL. 32714
*******@***.***
Objective: I am seeking a position in a challenging environment where I can utilize past experiences and knowledge, along
with my excellent leadership qualities.
Professional Experience
Massachusetts Mutual Life Insurance Company Nov. 1999 – Apr. 2010
1295 State Street
Springfield, MA. 01111
Business Systems Analyst – (Oct. 2006 – Apr. 2010)
- Develop business requirements for new system functionality and process improvement enhancements.
- Understanding and defining the client needs into the system functionality and processes successfully.
- Research and resolve erroneous system functionality to create more productive system capabilities.
- Evaluate system enhancements for cost effectiveness and risk to business.
- Coordinate successful testing, training, and implementation, of system functionality.
- Update system documentation and facilitate training of new processes to operational staff.
- Create workflow designs of system functionality for analysis and documentation.
- Provide financial evaluations and product knowledge to management to meet business objectives.
- Monitor project progress to ensure accurate and timely completion.
- Work with project teams as subject matter expert in the application and operational processes.
- Utilized waterfall and agile methodologies for new and existing system development.
- Communicate effectively to management the status of the system work efforts.
- Continuously provide quality customer service to all internal and external partners.
Accounting Specialist – (Nov. 1999 – Oct. 2006)
- Perform daily Registered Product trade and reconciliation functions with Series 6 license.
- Resolve all Registered Product discrepancy research and initiate fund implementations.
- Process, reconcile and authorize investment trades for all products of the company.
- Perform daily reconciliation for general ledger, shares, units and trades for the Unival system.
- Monitor, process, and analyze nightly pricing for accurate unit value calculations.
- Process the financial transactions for the daily, monthly and quarterly financial reports.
- Complete the monthly and quarterly financial reporting documents on all products.
- Supply monthly financial information to internal and external customers.
- Communicate effectively to management and business units the necessary financial information.
- Learn and understand all areas of the department for development and coverage needs.
- Train new employees on specific job duties related to their departmental functions.
- Maintain documentation for records retention policies using proper mediums.
- Continuously review accuracy levels to be within 99.9%.
- Coordinate business projects as well as enhance and implement new processes.
Foot Locker May 2002 – June 2006
50 Holyoke Street
Holyoke, MA. 01040
Sales Associate
- Provide knowledge of products to customers and associates.
- Perform daily financial transactions.
- Maintain inventory at adequate levels.
- Complete open and closing procedures as a team leader.
- Train all new employees on policies and procedures of work duties.
- Continuously deliver excellent service to customers.
Peoples Savings Bank Nov. 1990 – Nov. 1999
314 High Street
Holyoke, MA. 01040
Accounting Associate
- Complete daily, weekly and monthly financial balancing reports.
- Perform financial analysis of reports for management review.
- Reconcile general ledger accounts and investor to servicer reports.
- Process incoming and outgoing wire transfers for bank and customers.
- Monitor proper levels of bank fed funds and cash accounts.
- Post general ledger entries and complete incoming daily work.
- Prepare the daily accounts payable invoices by verifying proper criteria.
- Print and distribute accounts payable checks.
- Rectify all vendor disputes for any over due bills involved with the accounts payable system.
- Maintain all documents in required mediums for record retention using proper retention specifications.
- Provide excellent customer service to all internal bank departments and external vendors.
Education
Western New England College Apr. 2004 – June 2008
1215 Wilbraham Road
Springfield, MA. 01119
Graduated: June 2008
Major/Minor: Finance/Computer Information Systems
* A member of the Deans list
Holyoke Community College Sept. 1991 – June 1997
303 Homestead Avenue
Holyoke, MA. 01040
Graduated: June 1997
Major: Accounting
* A member of the Deans list
* An accepted member of the Green Key Honor Society
Abilities
* Enjoy working with people
* Work well in team environments
* MassMutual Service Leader 2005 & 2006 – Excellence in Customer Service
* Proficient Knowledge of Word, Excel, Access, PowerPoint and Visio
* Work with Windows 2003 and Vista
* Utilize SAP and BW applications
References will be furnished upon request.
Contact this candidate