Sales Management

Patrick J. Wubbena

**** ** ****** **., ******, IA 50111

Phone: 515-***-****

Email: abmstv@r.postjobfree.com

CAREER PROFILE:

Successful in implementing new procedures to streamline daily processes.

Found new ways to automate reports in Microsoft Excel and other computer

applications.

Advocate for maintaining documented procedures to perform daily tasks.

EDUCATION:

2001 Bachelor of Arts - Accounting University of Northern Iowa

Cedar Falls, IA

WORK EXPERIENCE:

March 2007 to May 2010 Financial Controller - Strauss Acquisition

Corp. Urbandale, IA

. Prepared monthly reports to reflect sales activity and retention.

. Analyzed monthly financial statements for two companies and produced

consolidated reports.

. Processed payroll for 50 employees and assisted with payroll taxes.

. Provided adhoc reports and analysis for President and CFO on a regular

basis.

. Submitted sales and use tax data and payment to multiple states.

. Called on past due accounts to minimize bad debt expense and worked

with collection agency when needed.

. Supervised two team members and performed their job duties when

necessary.

. Handled all accounting, HR, and IT functions necessary to run this

business.

July 2005 to March 2007 Financial Accountant II - Principal

Financial Group, Inc. Des Moines, IA

. Prepared monthly and quarterly reports by required deadlines to

reflect sales activity and retention.

. Performed analysis on select monthly and quarterly reports for senior

management.

. Assisted with quarterly sales forecasting and annual goal setting.

. Collaborated with different departments to create reports for

management.

. Trained team members.

July 2004 to July 2005 Financial Analyst - Marsh, Inc.

Urbandale, IA

. Assisted with quarterly client profitability.

. Allocated overhead costs to the client level.

. Composed monthly new business revenue schedules for senior management.

. Prepared monthly billing information for invoicing department to issue

billing invoices.

. Conducted quarterly testing for Sarbanes-Oxley.

. Prepared prospective client pricing.

. Reported outstanding billing invoices aged older than 90 days for

management.

January 2002 to July 2004 Senior Accounting Specialist - Marsh,

Inc. Urbandale, IA

. Prepared monthly journal entries and cash/general ledger

reconciliations.

. Performed various wire transfers between cash accounts.

. Assisted with annual 1099 tax reporting and tax package.

. Collaborated with four team members in reconciling UBS billing system

to general ledger accounts.

o Verified system detail equaled various system reports.

o Reduced large variances between system and general ledger,

cleaned up old records, and improved communication with premium

accounting.

COMPUTER SKILLS:

. AS/400, Reveal Java Web General Ledger, Microsoft Excel, Microsoft

Access, Microsoft Word, Integrasoft

ACHIEVEMENTS/INTERESTS:

. Eagle Scout, private pilot, travel, sports, hiking, and home repairs.

Contact this candidate