Customer Service Sales
Resume:
Sunny Orr
Raleigh, NC 27614
**********@***.***
Summary: An accounting and finance professional with over sixteen years
of experience. Experienced in credit, collections, customer
service, knowledge on order to cash process, resolve customer
concerns and billing issues, sales tax, GAAP, and process
improvements. Proven track record with capacity to maximize
business and integrate finance function. Proactive, highly
motivated, and result oriented to meet company's goals.
Relevant Eaton Corporation, Raleigh, NC
2008-present
Experience: Credit Analyst
o Approved customers for a credit line based on D&B,
financials, and references; special approvals with bank
letter of credit, personal guarantee, start up hold, strong
lien rights, prepayment, or bonded jobs
o Calculated working capital, net worth, and current ratio to
present a business case to controller for orders over $250K;
verified profit margin for large approvals and extended terms
o Reviewed all orders for credit, terms, pricing, accuracy, and
match purchase order to order in system
o Converted sales and invoices into cash ($80 million collected
in a year with an average of over 100% collection efficiency)
o Reconciled accounts; engage departments for credits on
returns, taxes, and order entry errors.
o Helped develop credit approval procedures and processes
o Protected stockholders' assets
RegEd, RTP, NC (bought out by Stone River)
2007-2008
Financial Analyst
o Computed commissions and bonuses for the sales team
o Helped with system conversion from Mas90 to Solomon
o Import ECOM transactions into Access/Crystal
Reports/Excel/Solomon
o Account and bank reconciliations, journal entries, and
revenue recognition entries
o Reclassified entries to the correct projects and department
o Produced sales tax reports and budget vs. actual reports
o Created binders for our balance sheet reconciliation
Hospital Communications Systems, Inc., Raleigh, NC (bought by
Telerent) 2002-2007
Accounting Manager (since HCS was sold to Telerent)
o Supervisor over the attendant accounts; reconciled 195 bank
accounts to what the attendants collect
o Monitored employees work; computed commissions for the
hospitals that have our televisions and phones for rent;
computed commissions for the salesmen
o Read and updated all contracts with hospitals; entered
journal entries, handled check requests, reconciled accounts,
computed and entered revenue recognition entries, etc.
o Computed commissions for four salesman for HCS employees;
calculated and created sales tax returns for HCS and
recycling fees; helped with system conversion from Solomon to
JD Edwards; resolved sales tax issues
o Helped document accounting procedures for SOX review
Accounts Receivable Specialist
o Prepared invoices, applied checks received, and handled
collections for all customers
o Reconciled accounts and provided information for auditors
o Calculated freight from drop shipments and other shipments by
pulling all accounts payables invoices
o Created and applied credit memos for returned merchandise
o Update sales tax for NC, SC, GA, TN, VA, AL, FL, NM, and LA
in Solomon; make sure we charge CA recycling fees on
televisions; calculated and created sales tax returns for SC,
GA, LA, AL, TN, NM, & FL; calculated and created report for
recycling fees for CA
o Computed commissions for all the sales team; gave
commissions reports to human resources
o Registered with cities, counties, and states for sales and
use tax
o Established credit lines for new customers
o Internal/external customer service; reviewed
contracts/purchase orders; reviewed every sales order from
customer service for accuracy and potential issues
o Notarized documents for the company
Bloodhound, Inc., Durham, NC
2001-2002
Accounts Receivable/Payable Coordinator
o Prepared invoices, applied checks received, and handled
collections
o Edited and paid all employees for expense reimbursement
o Coded AP invoices, entered invoices in Solomon, and cut
checks weekly for invoices
o Reconciled expenses on all of company's credit cards
o Computed NC sales tax monthly, mail 1099s yearly
o GL reconciliation; handled budgeting and forecasting for all
departments
Productivity Point International, Raleigh, NC
1999-2001
Accounts Receivable/Enterprise Billing
o Financial reporting for the enterprise clients
o Summary and single billing for clients
o Preventative maintenance for individual registrations and
private events
o Reconciliation on accounts for collection purposes
o Special billing with Novell, Microsoft, Lotus, and Citrix
vouchers
o Corrected all registrations and billing, created credit
memos, and created after the fact invoices
o Internal and external customer service to ensure correct
billing
o Processed credit card charges through VeriSign; contacted
customers on declined charges to obtain another form of
payment
American Express, Greensboro, NC
1994-1998
Authorizations/Credit Services Specialist
o Analyzed the creditworthiness of accounts, reviewed and
analyzed credit bureau reports, maintained accounts under
banking regulations, and located system or computer errors;
handled over 120.2 million dollars of transactions per year
o Approved and declined charges based on income, banking,
credit bureau and Dun and Bradstreet reports, and previous
payment history; detected fraud usage of credit charges
o On the job trainer for the Authorizations Department,
supervised eight employees during training; handled assist
gate or manager gate calls
( Received the Most Improved Authorizer Award; Perfect
Attendance Award
( Security Award for detecting frauds
( Reduced losses of 1.8 million dollars last year
Card Replacement Customer Service Representative
o Gave superb customer service; detected frauds/set up arrests
o Analyzed accounts for creditworthiness; sent letters to
customers about their account standing
Volunteer Triad Health Project, The Greensboro Urban Ministry, Tour de
Cure, MS,
Work: Raleigh Rescue Mission, Habitat for Humanity, Susan G. Komen
for the Cure
NC Triangle, United Cerebral Palsy, & Adopted a Highway in
memory of my father
Education: University of NC at Greensboro, Greensboro, NC
Bachelors of Science, Business Administration, 1997
University of Phoenix, Raleigh, NC
Masters, Business Administration
Computer Solomon, Oracle, Vista, PRMS, ERP Systems, Elite, Platinum,
NextSys,
Experience: QuickBooks, Excel, Word, Millennium, and PowerPoint
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