Judy L. Morgan

***** *** ** *, #***, North Redington Beach, FL 33708

727-***-**** ac0wkd@r.postjobfree.com

QUALIFICATIONS SUMMARY

Accomplished professional with over 20 years of proven experience in all aspects of business.

SPECIFIC QUALIFICATIONS

Decisive, action oriented, and results focused professional

Forecasting, net revenue analysis, financial analysis

Dynamic personality, enthusiastic, determined, and confident with strong interpersonal skills

Builds successful relationships with customers, vendors and subcontractors

Florida Notary

SAP, Siebel NexGen

Microsoft Word, Excel, Access, PowerPoint

BLS Certified

Customer Service, Billing and Collections, Payroll, Project Management, Project Coordination, Scheduling

PROFESSIONAL EXPERIENCE

PwC PRICE WATERHOUSE COOPERS- Tampa, FL 02/2017 – Current

mAC(my admin concierge) Finance and Billing 230p-11p

Invoicing

Admin support for all tax staff.

INDEPENDENT CONSULTANT – Tampa, FL 07/2015 – 01/2017

Permitting Services.

Contract reviewing and contract righting.

Notary services.

General project maintenance.

General administrative services.

SIEMENS BUILDING TECHNOLOGIES – Tampa, FL 09/2012 – 05/2015

Service Account Engineer HVAC and Security Product Lines (layoff in 05/2015)

Responsible for day-to-day financial support for the department.

Partner with department managers with reporting, analysis, and other requests as needed.

Maintain monthly processes to properly capture and record net revenue in financial statements.

Perform monthly variance analysis, investigate and provide findings for sales discrepancies.

Prepare monthly settlements for bad debt and provide monthly sales forecasting statements.

Assist in the annual financial audit through preparation of work papers and support for balance sheet

Conduct site surveys to develop base or installation design plans.

Main contact for assigned HVAC and Security Customer base.

Prepared and submitted reports covering all job activity. Provided support in maintaining tools, test equipment, calibration items, sales support on all billable jobs and projects.

Executed financial performance and customer satisfaction of all related scope and functions of assigned accounts plus the ability to identify, scope, and sell additional solutions to customers. Took assigned HVAC and Security Business from 32% to 46% Margin.

Managed accounts for assigned service customers providing outstanding customer satisfaction. Served as the main contact for service product lines including: TSP (technical support program), Time and Material, Non-Installed Parts, plus Installed Service Projects.

Maintained assigned projects, reviewed proposal, prints, and drawings. Hired outside vendors and subcontractors as needed, pulled permits as needed, ordered material, scheduled man power, AIA billings, warranty and close out. Supported PM and techs as needed.

Ensured customer expectations were met and resolved in a timely, effective, and professional manner.

Developed, implemented, and executed labor and material plans for assigned contracts, time and material jobs and installed projects.

Weekly meetings with coordinators to plan manpower skills and availability, documentation, workload balance and resolves schedule conflicts. Ensured project profitability through achieving plan gross margin levels, billing and collections.

Reviewed labor related project estimates prior to customer proposal and booking.

Support Managers and Accounting when needed.

Supported corporate with several products recalls as direct point of contact with the customers.

Support field techs

JOHNSON CONTROLS – TAMPA FL 01/ 2010 to 09/2012

Service Operations Agent Assistant

Coordinated with the Service Ops Agent's (SOA), scheduled field techs, placed orders for materials, parts and tools. Factoring in field techs and customer downtime, selected the most appropriate low cost delivery option and minimized purchased parts costs. Ensured on time part delivery to job site.

Partner with department managers with reporting, analysis, and other requests as needed.

Prepare monthly statement settlements for bad debt and provide monthly sales forecasting statements.

As a daily back up to the SOA, communicated with both customers and field techs regarding needs and requirements to achieve ultimate customer satisfaction. Escalated issues as appropriate.

Proactively contacted customers at 10 to 14 days from date of invoice to ensure commitment to pay.

Accurately and daily posted reported service request information into a service technology system. Posted documents included daily faxes of service tickets, material purchases, and other service ticket job related transactions. Ensured field techs posted time and paperwork daily.

Lead the on time, planned service agreement renewal process. Enters PSA contract information into booking systems, NexGen. Worked with management for accurate forecasting. Proactively worked with customers and sales to ensure early renewals.

Generated scheduled service visit reports and any other supporting documents or customer and value reporting required by the contract.

Worked with Service Project Management to track completion of jobs and ensured warranty information is completed in the system.

Trained new service operations agents on process, and day to day activities.

Processed daily billing and collections. Monitored margins on each job. Participated in customer visits as schedule permitted.

SIEMENS BUILDING TECHNOLOGIES – Tampa, FL 08/ 2005 –01/ 2010

Service Coordinator Central Florida, Tampa, and Orlando

The main point of contact for all service customers to ensure expectations and quality is being met. High call volume.

Coordinated monthly quality assurance efforts of appropriate branch personnel. Handled decisions regarding the scheduling and movement of manpower and material.

Scheduled and dispatched field labor to meet customer requests and expectations based upon nature of call, urgency, contractual obligation, available resources, and customer needs. Ensured all service requests and dispatches are well documented, coordinated, prioritized and organized.

Reviewed, processed and distributed all service documentation including service orders, time sheets, packing slips, purchase orders and accounts payable. Prepared month end, quarter end and year-end financial reports.

Purchased material for field personnel. Also, assisted in processing credit memos and collections. Assisted in project profitability through cost containment procedures and processes.

Maintained timely set up and completeness of related job folders. Utilized, maintained, and updated all employees, service calls and customer information using SAP.

Completed and closed all service calls in SAP, requested POs using SAP, and billing using SAP. Utilized, where appropriate, all features including but not limited to service reporting, time stamping, contract planning, and billing. Filled in for procurement with non-installed parts sales including processing orders, pricing, and invoicing.

EDUCATION

St Petersburg College St Petersburg, Florida

Current Student

Bachelor of Arts Business Administration Finance and Marketing

Florida Metropolitan University Tampa, Florida

Business Studies 2006

Asher School of Business Norcross, GA

Business and Accounting 2002

Silicon Valley Computer Learning Center Norcross, GA

Microsoft training, MCSE Win2000, A+ 2001

Contact this candidate