Customer Service Accounting
Resume:
MEGAN LARSON
*************@*****.***
OBJECTIVE:
I ‘Optimize’ organizations through creative, team developed, future thinking solutions. My accounting and
finance background paired with my systems understanding proves my ability to put into place controls, both
financial and operational, to assist in future growth and transparency. I seek a finance position within a growing
company that needs a well rounded team player who will assist them in getting to the next level.
ACCOMPLISHMENTS:
Member of a team tasked to create workflow and system solution to resolve current inefficient processes.
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This opened the door to new profitability analytics that ultimately redefined the corporate direction
roadmap. Leading to 2 changes: 1 – new development in departments and revenue streams previously
unsupported – allowing for potential additional profit generation of $3 $5 million in the first year. 2 –
Providing break even understanding which allowed for custom optimization and restructuring of
unprofitable sectors and clients.
Established cash flow controls and expenditure processes of customer accounts which increased customer
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service and improved billing methods while the company realized over $250,000 in additional revenues as
well as faster receivables turnover.
Streamlined contracts and restructured pricing strategies using actual cost analysis to construct variable
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pricing matrices, this resulted in 5 10% increased account margins in multiple departments.
Part of a team that performed audit at offsite facility analyzing margin deficiencies resulting in the
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consolidation of all service billing to main headquarters by doing so the company realized an increase in
margins on that segment by 23%.
Provided overhead efficiency analysis which resulted in recommendations to restructure operational
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departments with projected improved margins of 8 13% and with additional scalability of 4x.
Created and implemented paperless billing systems for three different companies.
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WORK HISTORY
September 2012 – February 2014
Finance Business Analyst, Scribes STAT, Inc. Portland, Oregon (National Healthcare Support Company)
- Realized 170% annualized growth during my employment taking the company from 160 680+ employees
in 17 states working directly with the leadership team.
- Streamlined operational processes and designed data parameters and controls to improve billing,
analytics and reporting.
- Set in place T&E policies and guidelines which realized a departmental sunk cost savings of 37%
- Identified inefficiencies within the organization which triggered network expansion, paperless processes,
and increased document security. Allowed company to utilize 2 personnel previously utilized in disparate
processes.
- Revised the forecast model to new business line expectations and assisted in compiling 2014 budget.
- Participated on project team that determined future system solutions (3) for 2014 implementations and
lead for the internal project teams.
- Created test scenarios to identify optimal business processes and developed procedure manuals and
trained staff on operational and accounting systems as well as lead instructional workshops and 1 on 1
training to ensure proper implementation of optimal workflows.
- Full Cycle Accounting; Month close preparation; Cost Accounting; System design and implementation;
Billing; Trend Analysis; Forecast Variance Analysis; Payroll administrator for 600+ employees. Managed
staff of 2.
March 2011 – September 2012
Operations Finance Manager, Export Global Metals, Inc. Hillsboro, Oregon (International Supply Chain
Logistics Company)
- Member of a team which identified key business factors and provided custom reporting for each line of
business to leadership. This ultimately took the company from reactive to proactive by restructuring
their international brokerage and local yard operations in how they utilized and shipped commodities.
- Implemented paperless solution and merged operations and financial systems through an import/export
format. Moved company from pen and paper to computerized processes with newly defined workflows and
processes passing multiple financial audits and RIOS/R2 certification scrutiny.
- Full Cycle Accounting; Financials; Budgeting & Forecasting; Payroll & HR; Inventory Control Analyst;
Collections; Claims; Contract Negotiations; Risk Analysis; Cost Accounting; Systems Implementation &
Administration; Member of Leadership Team; Managed staff of 14
June 2009 – February 2011 Took time off to take care of elderly family members.
January 2008 – May 2009
Staff Accountant & Business Systems Analyst – Cook Security Group. Milwaukie, Oregon (Regional
Manufacturing Company)
- Full Cycle Accounting; Billing; Cost Accounting; Collections; Fixed Assets; Operations System
Administration; Contract Proposals, Pricing and Renewal Analysis; Internal Auditor; Program
Implementation Specialist.
- Created system controls to track expenditures and control pass thru vs. sunk costs. Implemented reports
to monitor activity from a ‘top down’ management approach. Developed budget for out of state offices,
highlighting areas of cost control review.
- Developed and implemented operational training manual for staff. This improved reporting and
increased billing by 18%
Jun 2004 to Dec
2007
Bookkeeper – while attending college Various Small Businesses, Boise, ID
Private Investigation Firm: Full Cycle Accounting; Payroll; Tax preparation for audit team; General
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Office Duties. Trained small business owner to become self sustaining with their record keeping and
filings to their CPA.
Non Profit Firm: System and procedure development; MRDD software set up and design; Full Cycle
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General Ledger Accounting; Cost Accounting; Medicaid/Workers Compensation administration; general
office administrative support; customer service
Real Estate & Auto Finance Firm: A/P; A/R; Payroll; Prepared financial documents for shareholders,
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CPA; Developed real estate, auto contracts, and customer financial loan documents; Liaison between
auto dealers and customers; Prepared affidavits of repossession; Responsible for all intercompany and
personal accounting for employer.
SKILLS & EXPERTISE
Software Knowledge:
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o Accounting: QuickBooks (Certified Pro Advisor), MAS90, SAP (CBfC), MRDD, Peachtree
o Operations: Paychex, ADP, E Recruit, Concur, Shift Admin, S2000Win, ROM
o Reporting: Visual Integrator, Paychex Report Writer, Crystal Reports, Cayenta, All MS Office
Applications,
o Other: Internet, Document Production, Newsletters, Publications, Citrix, Multiple remote
support/training applications
Skills: Leadership ability, Project Management/Logistics experience, streamlining and restructuring
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workflow identification; experience with multiple large system integration projects; works well within
time sensitive deadlines with little supervision.
Characteristics: Professional; self motivated; confident; open communicator. Teamwork oriented and
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always striving for continuous improvement. Comfortable discussing accounting policy and procedures;
financial decision; and operational adjustments at any level with other professional disciplines.
EDUCATION:
College of Idaho, June 2007, Caldwell, Idaho; BA in Business Administration & Accounting
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