Jo (JaiCee) Nelson

P.O. Box ****

Robertsdale, AL 36567

Home 251-***-****/Cell 251-***-****

Fax 866-***-****

abmhv5@r.postjobfree.com

SUMMARY

A Financial Services Professional, Office Manager and Entrepreneur with

full charge accounting experience and excellent communication skills and

proven ability to excel in both inside and outside sales seeking an

opportunity to leverage strong accounting knowledge and business management

knowledge in a Office, Customer Relationship Management, or Human Resources

Management with emphasis in areas of leadership and ethical educations

role.

KEY STRENGTHS

. Business Owner, expanding from basic accounting and

bookkeeping for small businesses to

include benefit consulting,

. Financial adviser in the area of debt management, and

providing classes of basic accounting for the typical

wage earner

. Proficient in Microsoft Office Pro

. Experience with daily audit of sales and expenses

. Managed a retail team of up to sixteen members with the

responsibilities of scheduling employees, interviewing, hiring,

evaluating, training of employees, and terminating when necessary

. District trainer of employees education on upgrades and

changes of the company

. Extensive experience in various collection accounts

EXPERIENCE

S & N Financial Services, Robertsdale, AL (Sold Business)

11/06

- 07/09

Owner/Tax and Financial preparation, Licensed Benefit Consultant

. Relocated business from Montgomery, AL (01/2000 - 10/2006)

. Designed marketing strategies for other small businesses

. Prepared tax returns for individuals and small businesses

. Completed all daily financial reports, and progress reports

. Set up financial proposals, budgets, and accounting records

for small businesses

. Performed contract payroll and basic bookkeeping for

businesses off site

. Provided assistance in budgeting and balancing debts and

management of retaining income

. Managed 36 commercial rental properties for private owners,

put in order contracts, and received

down payments for rental properties

Henry Construction Group, Inc., Bay Minette, AL

09/08

- 01/09

Administrative Assistant

. Responsible for typing, updating computer files for project

folders, faxing, scanning,

. Performing typing duties for the estimator, project

superintendent, assisted in preparing payments for

processing, and processing mail

Bayside Recovery Services Inc. Daphne, AL,

12/06 - 03/07

Delinquent Account Collector,

. Arranged payment plans, tracked payments, on various accounts

. Updated accounts and skip trace current physical information

Career Personnel, Montgomery, AL,

07/03 - 12/03

Accounting Specialist

. Responsible AR/AP, payroll taxes, sales taxes, prepared

financial

. Data entry of all sales receipts of daily sales and physical

inventory of merchandise received

. Negotiated contracts with utility providers, maintained

inventory control of all merchandise

Jo (JaiCee) Nelson

Home 251-***-**** / Cell 251-***-****

abmhv5@r.postjobfree.com

Anchor Managing General Agency, Montgomery, AL

03/00

- 07/03

Executive Assistant

. Executed all accounting duties for the CEO's personal

investments, and set up financial reports for accountant

. Collected all rent for commercial properties for CEO's real

estate

. Set up contracts for commercial properties, did on site

inspections

. Maintained all agent licensing of all 600 agents in Alabama,

Mississippi, and Georgia

. Acted as purchasing agent for all office supplies, maintenance

and repairs of office and grounds and equipment

. Set up all travel and banquet reservations for the CEO and

company employees

Auto Auction of Montgomery, Montgomery, AL

Accounts Receivable Specialist

. Collected and maintained auto dealers' purchases through

credit accounts with their lenders, forward all

titles to contract purchased cars

. Assisted with sales on auction day

. Instructed employees to use the total process of the

accounting program so that the system was used to capacity

. Reconciled all accounting records and reports

Coastal Logistics Inc., Montgomery, AL

07/99 - 03/00

Office Administrator/bookkeeper

. Responsible for all phases of accounting, payroll, taxes,

employee benefits,

. Set up accounting system for the company

. Completed daily audits of fuel accounts of drivers, financial

wire payments for fuel accounts

. Reconciled accounts receivable via factoring company

. Regulated employee performance evaluations

Home Depot, Montgomery, AL

Part time sales associate

Regions Bank, Montgomery, AL

Delinquent Bank Card Account Collector

EDUCATION

Colorado Technical University, Colorado Springs, CO

Master of Business Administration/Human Resources Management

Expected Date of Completion: 08/2011

Bachelor of Business Administration/Finance, GPA. 3.77

Associate of Science in Business Administration, GPA 3.49

PPI Medical Training Institute, Colorado Springs, CO

Diploma in Medical Office Management - filing of insurance claims,

collections, billing, appointment setting,

coding, transcription, accounting reports, and resident and patient

admissions.

Northwestern Oklahoma Vocational Technical Training School, Alva,

OK

Certification in Accounting, Medical Front Office Administration,

Professional Secretary, Office Management, and Data Processing

Professional Certificates: Advanced Financial Management, Basics of

Accounting, Business Concepts, Business Fundamentals, Business in the

Global Environment, Human Resource Development, Management, Management

Essentials, Organizational Systems Improvement, Project Planning

Knowledge, Skills, and Abilities

Knowledge;

25 years as an accounting clerk and collection of various accounts from

student loans, tax accounts, NSF checks, and bank card accounts. Have

served as office manager of a staff of 14 people, over all aspects of

accounting and bookkeeping, payroll, taxes, and employee benefits,

financial wire payments, various credit accounts, reconcile accounts

receivable, accounts payable, month end reports, and conducting audits of

departments. Along with solid training and experience in all aspects of

insurance of life, health, Medicare, Medicaid, and government insurances. I

have filed appeals for both insurance and unemployment that ended in

satisfying results. To date have 12 years of customer services in the areas

of financial services, retail sales, indoor/outdoor sales, along with

serving residents of the community volunteer classes in financial

budgeting. As a leader, I have served as liaison in the area of Human

Resources Management to educate employees on codes of conduct, ethical

values, and legal and regulations that employees and management have to

support and follow in day-to-day function as an employee.

Colorado Technical University - Colorado Springs, CO,

Associate Degree Business Administration, GPA 3.49

Bachelor Degree Business Administration, Concentration Finance, GPA 3.77

Master Degree Business Administration, Concentration Human Resources

Management

Skills;

I am experienced and professional in positions of administrative

management, personnel/office manager, a full charge bookkeeper, accounting

basics through corporate financial auditing and reporting. As human

resources manager, I provided training to new employees on their tasks,

duties, and code of conduct and ethics of the company. As well as

training, I performed evaluations and terminations. I have provided

consulting for small businesses and individuals in financial budgeting,

setting up accounting and payroll systems that work for their business as

well as their personal finances. I am through in computer programs of

accounting such as Intuit, Peachtree, QuickBooks, Bookkeeper software,

Cougar Mountain Business Accounting, and other programs, Microsoft Excel,

Office Professional. I have training and experience in retail sales, in

and out door sales. I have worked as a customer service representative

through various positions in sales, financial services, insurance, and

community service.

Abilities;

I have the ability to set schedules for employees on hourly schedules,

filing insurance claims, evaluating, training of employees and terminating

when necessary. I am open to travel, working overtime or on a moment's

notice, and cross-train for other duties and positions when necessary to

keep the department working in an optimum status. I work well under

pressure and in stressful time dominated projects.

Professional Certificates;

Advanced Financial Management, Basics of Accounting, Business Concepts,

Business Fundamentals, Business in the Global Environment, Human Resource

Development, Management, Management Essentials, Organizational Systems

Improvement, Project Planning

References;

Jerry Ryel, Rt. 1 Box 34, Burlington, OK 73722, Fluid Hauler, Supervisor,

30 years acquainted 580-***-****

Dale Staab, 1102 S. Washington, Scott City, KS, Ness County Economic

Development Director, 1 year acquainted 620-***-****

Karen Jackson-Milton, 972 West Jeff Davis Avenue, Montgomery, AL 36108,

Seay-Wilson Learning Center, Director, 14 years acquainted 334-***-****

Contact this candidate