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Manager Customer Service

Solon, Ohio, 44139, United States
May 30, 2017

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***** *. **** *** **.

Solon, OH *4139 216-***-****


* Strong technical, analytical and problem solving abilities.

* Excellent writing, verbal and interpersonal skills.

* Outstanding team worker; function well under pressure.

* Excellent leadership and supervisory skills.

* PC skills – Excel, Word, Access, PowerPoint, MAS90/200, Great Plains,

QuickBooks, FRX, Crystal Reports, FAS2000, Macola, Hyperion and SQL.


TLM Business Consultants Solon, Ohio (10/13 – Present)

Independent Consultant (Life Line Screening, Barker Products, The Taxpert, McGowan Underwriters)

* Provide accounting, financial, tax and business consulting services to individuals and small businesses.

* Life Line Screening of America, LTD Independence, Ohio (6/14 – 2/15)

Independent Consultant (Interim Controller – transitioned accounting operations to Austin, TX)

* Managed day to day accounting and financial operations of a $150 million health care company and eight

team members, including A\P, A\R, Payroll, Financial Analyst, Credit Analyst and Accounting Manager.

* Performed Treasury Management functions by maintaining appropriate Cash Balances in numerous accounts

Worldwide and ensure that all ACH, Wire and check activity was properly and timely submitted.

* Calculated Bank Covenant requirements and maintained Financial Forecast to ensure that all obligations were met

and all Bank Covenants were not jeopardized, by strategically timing payment of expenses.

* Managed the completion of the 2012 & 2013 Financial Audit with PWC by providing Financial Statement

footnotes and supporting detailed schedules for Income Statements, Balance Sheets, Cash Flows and Equity.

* Responsible for managing insurance brokers and updating all applications to provide appropriate and cost

effective global lines of insurance liability and health insurance coverages.

*Barker Products, Inc. Cleveland, Ohio (10/13 – 10/14)

Independent Consultant (Project based – prepared company for sale)

* Reviewed and cleaned up General Ledger, Income Statements and Balance Sheets for 2012, 2013 & 2014.

* Prepared company for sale by calculating business valuation and presentation of projected cash flow and worth.

* Prepared Consolidated Financials for plating and fastening companies and filed taxes for 2013.

* Reviewed contracts and negotiated payments to clean up past due Accounts Payables and Receivables.

* Produced Budgets and Forecasts for 2014 and created variance analysis to budget & current monthly financials.

NewPort Tank Containers, Inc. Rocky River, Ohio (11\06 – 10\13)

Global Finance Manager

* Managed the production of financial reports and analysis for a $100 million international shipping

company with offices in Cleveland, Europe, South America, Mexico, Middle East and China.

* Produced monthly, quarterly and annual variance reports comparing loaded shipments, profitability,

equipment utilization, idle time and repositions to prior year and budget.

* Produced complex monthly Cash Settlement reconciliation for European and China joint venture.

* Responsible for annual Budget process for NewPort USA, Europe and China joint venture.

* Produced quarterly and annual Customer Statistics for NewPort and China joint venture comparing

profitability by Customer and Trade Lane to quotations and prior periods.

* Successfully streamlined Cash Settlement process by downloading reports from Monitor reporting

system and linking data to Excel to reduce manual data entry.

* Traveled to Europe and China to enhance relationships and streamline financial processes and operations.

Buckley King, LPA Cleveland, Ohio (8\02 – 11\06)


* Managed the production of financial statements and reporting for a $12 million professional

service firm with offices in Cleveland, Columbus, Cincinnati and Atlanta, Georgia.

* Supervised Accounting Operations consisting of Billing, Cash Receipts, A\R and A\P.

* Increased profitability of the Firm by $750,000 dollars from prior year, by managing

expenses and collecting over $500,000 in old receivables.

* Implemented policies and procedures which increased the speed of time entry, billing and cash flow.

* Administrator of Firm 401(k) Retirement Plan and Health\Dental Insurance Plan.

* Saved the Firm and Employees over $80,000 in Health Insurance increases over a two year period.

32521 N. Burr Oak Dr.

Solon, OH 44139 216-***-****

Technical Consumer Products, Inc. Aurora, Ohio (7\01 – 3\02)

Corporate Controller

* Managed the production of financial statements and reporting for a $86 million manufacturer

and distributor of energy efficient lighting products.

* Supervised Accounting Operations staff of seven.

* Managed $20 million line of credit and updated daily bank borrowing base report.

* Responsible for coordination and completion of monthly Physical Inventory Counts and variances.

* Coordinated and managed quarterly and year-end audits, working with Senior Audit Managers of

PricewaterhouseCoopers, including audits of prior 4 years required for Initial Public Offering.

Squire, Sanders & Dempsey L.L.P. Cleveland, Ohio (1\00 – 6\01)

Controller of Financial Operations

* Managed the production of financial statements and financial reporting for a $260 million

professional service firm with 26 offices worldwide.

* Managed the Accounting, Billing, and Collection Departments with a combined staff of 25.

* Coordinated the annual audit process internally, working directly with Arthur Andersen.

* Oversaw treasury functions, including maintenance of $85 million credit line.

* Successfully restructured and staffed Billing and Collection Departments to handle a 33%

increase in Firm growth, while increasing customer service levels.

* Instrumental in creating a Cash Cycle Management Program that improved year-end cash

collections and information on past due balances.

Arter & Hadden L.L.P. Cleveland, Ohio (5\97 – 1\00)

Financial Reporting Controller

* Managed the production of financial statements and financial reporting for a $160 million

professional service firm with ten offices nationwide.

* Restructured financial reporting from an office to a business unit model, creating a financial

tool to manage 26 different practice groups over ten geographic regions.

* Prepared cash flow analysis, projections, statistical analysis and budgets.

* Provided all lead schedules, account reconciliations, flux analysis and supervision of year-end

audit, working directly with Senior Audit manager of Meaden and Moore.

* Assisted in preparation and review of capital leases, equipment financing and renewals of

lines of credit in excess of $20 million.

Medical Consultants Imaging Co. Cleveland, Ohio (12\90 - 4\97)


* Prepared financial statements, budgets and cash forecasts, reporting directly to CFO.

* Managed staff of four; recruited, supervised, trained and appraised performance.

* Provided all lead schedules and supervision for year-end audit completed by Coopers & Lybrand.

* Implemented FAS2000 tax depreciation system for all company fixed assets.


Master’s Degree in Business Administration (MBA)

Cleveland State University, Cleveland, OH

Concentrations: Finance and Management & Labor Relations

Bachelor of Science in Business Administration

Ashland University, Ashland, OH

Majors: Accounting and Finance


* SBA Small Business Institute District Award (during MBA program)

* Phi Kappa Psi Alumnus

* Ashland University Wrestling Team

- 2x All-American, Academic All-American, Team Captain

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