Project and Purchasing Manager/Operations Mgr./Staff Accountant
A proven leader, dedicated, and technically skilled, business professional with a versatile administrative support skill set developed through experience as a Project Coordinator, Operations Manager, Production Assistant, Purchasing Manager, Insurance Advisor and Sales.
Excel in resolving employer challenges with innovative solutions, systems, and process improvements, proven to increase efficiency, customer satisfaction, and net profits.
Microsoft Dynamics NAV
Microsoft Office Suite
SAP, ADP, JD Edwards
Project and Purchasing Management
Report & Document Preparation
Spreadsheet & Database Creation
Bilingual (Fluent in Spanish)
Sales Order/Purchase Order Creation
Meeting & Event Planning
Customer Credit Maintenance
Insurance Advisor and Sales
Logistics and Planning
TZ Insurance Solutions Mar.2017-Feb. 2018
Licensed Insurance Agent
Medi-Gap Insurance Sales. Appointed with Mutual of Omaha, Aetna, Cigna, and Mass Mutual. Assist Clients with their health coverage options and develop a complete individual or family health plan. Track application process through Salesforce and Excel and provide additional customer service as needed. Inside Sales position. Maintain a call of metric of over a 100 calls per day with 86% talk time and close rate of 2-3 policies per day.
USHealth Advisors Sept. 2015-Dec. 2016
Licensed Insurance Agent-Contractor-W-9
Consultant to families, individuals, and small businesses, health coverage options outside of the Health Market place (Healthcare.gov). Developed health plans customized to applicants using company products. Used Salesforce to manage client information for prospecting. Helped in communication from underwriting to customers keeping the process moving.
Insight Global January 2015-July 2016
Project Coordinator-Crown Castle
Controlled project’s application from inception to end of life cycle, close financials, and monitor budgets for Fiber installs and upgrades in the states of Florida, Georgia, Alabama and Mississippi for Sprint, T-Mobile, Verizon, AT&T, and smaller clients on the communications towers.
Software used to manage projects: Microsoft Dynamics NAV 2016, Outlook, Excel, and JD Edwards to review customer credit limits, sales orders/outstanding invoices, payments, open purchase orders, and track project budget/project progress. Effectively and directly communicated progress and issues with Carriers and Site Project Managers (stakeholders) and escalate if needed for resolution and completion of projects. Point of contact for 35 Site project managers throughout 4 states and all carriers in reference to Fiber projects.
Xerox Corp. October 2014-Dec. 2014
Lead a team of 5 processors to accomplish a document imaging conversion project (Client: Verizon). It entailed reviewing over 5000 files, in a two-month period, to meet the customer’s deadline.
Coordinated time management, production progress, and daily operations of the project and reported directly to the Project Manager and Verizon Management with daily reports communicating related tracking.
Software used on this project Microsoft Excel, Outlook, and Xerox Custom Project software.
IPA Family, LLC May 2014-January 2015
Business Development Advisor (Non-Captive Agent)
Advisor to clients on health and life insurance products that help protect families and their assets. Through a thorough needs analysis, compile products that aligned with the client’s needs for small business, family, and individuals. I updated Salesforce, a CRM tool, to maintain client information. Communicated
Gerdau, Tampa, FL __ May 2013-Mar. 2014
Responsible for processing and maintaining Critical Vendor accounts and payments ensuring continued operations for 80+ locations throughout the US and Canada.
Review credit memo activities and apply accordingly.
Handled 300-400 invoices weekly.
Completed daily payments and process reports through SAP in combination with Excel Spreadsheets to provide weekly activity reporting and metrics analysis.
American Income Life, Tampa, FL Feb. 2013-Jun. 2013
Sales of Life and Supplemental Health Insurance and Variable Annuities.
MSC Transport, LLC, Dumont,NJ Sep. 2010-Nov. 2012
Managed new logistic accounts ensuring accurate tracking of project tasks and deliveries.
Responsible for tracking project deliverables and monitoring deadlines.
Produced regular and timely reports to maintain project profitability to stakeholders.
Coordinated all tasks related to invoicing and purchase orders (AR/AP).
Software used SAP, Microsoft Excel, Lotus Notes.
Developed efficiency-enhancing workflow/process improvements that made it possible to accommodate increasing responsibilities necessitated by staff reductions. Decreased office expenditures by 15%. Through the use of Jinfonet Software created custom AdHoc Reports and used the data to implement needed controls. Also absorbed costs by taking on the responsibilities of a company driver to maximize company revenue. Saved 33% in fees and improved the response-rates of direct marketing campaigns by bringing formerly outsourced bookkeeping and customer service in house.
Garden State Intermodal, Woodbridge, NJ April 2004-Sept. 2010
Functioned as Primary Liaison to customers and drivers and ensured a consistently positive customer/driver experience.
Managed (45) Customer Accounts and supervised and directed (65) Owner Operators as well as office personnel (5).
Served on the Executive Team.
Helped drive a 10% increase in customer/driver satisfaction (as measured by a customer/employee survey in 2008, 2009).
Created a daily adhoc report that, reduced inaccuracies and, provided upper management with an important decision-making tool. Developed and maintained accurate files for projects and programs. Assisted the Sales and Marketing teams to obtain new business.
Syska Hennessy Group, Princeton, NJ Jan. 2002-April 2004
Senior Staff Account
Lead a Department of 5 Junior Accountants.
Reorganized department to capitalize on the skills of the staff to produce an enhanced more efficient process of reporting to Senior Staff members, in-turn, created a better environment within the office due to better workflow.
Increased bottom line with less payroll expenditures by 22% with reducing overtime.
Initiated Employee Appreciation Program to invite employees to share ideas to better the overall output of individual and departmental performances.
American Transportation Group, Iselin, NJ
Jan. 2000-Jan. 2002
Reported directly to the CFO with daily investment transactions and reported on gains and losses.
Coordinated with the Senior Accountant with journal entries both in A/P and A/R. to maintained journal entries of the company’s multiple overseas offices.
Primary contact for our South American accounting offices (All Spanish).
Initiated a more aggressive strategic plan. Plan helped drive a 18% increase in company investment revenue during my tenure.
Streamlined the conversion and integration of the previous accounting software to the new package between US and South American offices.
Promoted from Junior Treasurer to Senior Treasurer within 10 months.
Civic Development Group, Hopelawn, NJ May 1998-Dec. 1999
Managed a department of 4 purchasing agents with a yearly purchasing budget of $1.9 million.
Assisted with the planning of setting up 2 call centers on a monthly basis throughout the east coast and as far west as Ohio.
Responsible for the purchasing of all furniture, phone systems, computer systems, office supplies, company printing, and miscellaneous purchases needed to run the call centers. Responsible for Corporate office supplies as well. Coordinated with Print shops for Company Apparel purchases.
Resolved vendor issues with our Accounts Payable department and provided detail expense reports and cost analysis per call center for monthly tracking and reporting.
COLORADO TECHNICAL UNIVERSITY 2018
BS Project Management
ITT TECHNICAL INSTITUTE, Tampa FL 2016
School of Electronics Technology: Electrical Engineering Technology-Construction Project Management
Insurance License 215- Life, Health, and Variable Annuities
ACADEMY OF PROFESSIONAL DEVELOPMENT, Edison, NJ 1997
MIDDLESEX COUNTY COLLEGE, Edison, NJ
UNITED STATES MARINE CORPS, Red Bank, NJ 1993-1996