Sales Management

NANCY A. ZIMMER

*** ********* ****, *** ****, Altamonte Springs, FL 32714, Cell 386-***-****

*********@***.**.***

OCCUPATIONAL PROFILE

Offer a background in finance with over 20+ years of hands on experience in business and financial operations. Use

exceptional ability to evaluate company-wide infrastructures to plan and support the financial requirements of multi

business units. Skilled in managing multiple projects, meeting deadlines, and resolving issues prior to the escalation

within a team environment.

• Working knowledge of all accounting functions: General ledger, PL, BS reconciliations, Job Cost, Cash

Control, Bank recons, AR, AP, & Payroll. Prepare journal entries for close.

• Experience in GAAP and monthly closing processes. Reconcile high volume General Ledger Accounts.

• Participate in Monthly & Quarterly Accrual and Balance sheet reviews for consolidated locations.

• Focus on trend reporting and utilize KPI’S for management. Internal/external audit testing, including

Multi-state Sales tax reconciliation and compliance.

PROFESSIONAL EXPERIENCE

Frutchey, Tannenbaum, CPA’S, Maitland, FL 2/2014 to 4/2014

Tax Accountant /Contract- Tax Season

Complete data entry on Corporate, SCorp, Partnership, and Individual returns on ProSys tax software.

Work with Fixed Assets, handle bank reconciliations, revenues and expense for CPA office during the Tax

Season. Make recommendations for missing documents that we were not included in tax return.

Ansari Pizza Group, LLC; Orlando, FL 11/2013 to 12/2013

Accountant/ Contract /Year end

Provide management analysis for financial statement review. Handle consolidated financials for 14

Cici's Pizza locations throughout FL & TN. Set up financial company entities in QuickBooks. Oversee

staff to create structure from with-in. Bank reconciliations, sales tax filings, and payroll review for

Financial statement reporting. Work with company CPA to streamline consolidated reviews.

Server Tech Solutions; Longwood, FL 07/2013 to 09/2013

Accountant/ Office Management team

Contract position. Handle all phases of accounting for Software Manufacturer. Included Treasury/ Cash management

Systems, in bank reconciliations. Reconcile AR/ AP, including collections and payment

processing. Create processes to streamline Accounting systems. Reconcile Credit card statements.

QuickBooks’s accounting system with General Ledger entry for month/ quarter end processes.

Acorn Stairlifts; Orlando, FL 02/2013 to 05/2013

Sales Tax Audit /Compliance Testing

Contract position. Test reliable measures to see if contractors held the proper documents for the file with

the legal department. Deal with multi state compliance on Resale /Seller’s permit, Business Licenses,

general liability insurance to be maintained on files. Test and offer advice on new accounting system

measures to include proper data on compliance for files.

Total Mobility and Modification Services; Lake Mary, FL 04/2012 to 1/31/2013

Sr. Staff Accountant

Handle all phases of Divisional Finance that include general ledger, balance sheet and P&L reconciliations through

month end financial reporting. Parent company: MSC Care Management. Handle Worker’s Compensation claims for

Durable Medical Equipment and Home modifications business. 2011 Revenues @ $300 million dollars. Company size

is about 1000 employees. Merger with One-Call Medical lead to Finance department eliminated in Lake Mary.

Key Achievements:

• Enter daily cash receipts and balance from book to bank through daily on-line treasury management.

• Enter AP and cut weekly vendor checks. Complete vendor reconciliations and problem solve any issues.

Prepare AP accrual on open purchase orders and monitor Vendor spends for 1099. CC Travel Expense.

• Prepare weekly AR with focus on DSO for management review. Facilitate sales adjustments /write offs.

• Focus on deferred cost and deferred revenue for Home modifications of open jobs and completed items.

• Handle inventory reconciliation of 5 warehouses consisting of inventory items, and Patient service assets.

• Roll-forward analysis of AR/AP/ COGS/Sales tax, inventory, depreciated assets, and patient service assets.

Jackson Hewitt; Orlando, FL 10/2011 to 3/2012

Seasonal Tax Preparer

Provide tax preparation services for walk-in clients. Answer questions on tax procedures and guidelines.

Participate in on the job training for certification to obtain Tax Preparer ID number from the IRS. Handle

rejected tax returns and provide filing solutions to correct any errors. Study tax guidelines and IRS forms.

Sparton Corporation; De Leon Springs, FL 11/2005 to 8/2011

Accountant

Prepare journal entries to reconcile sub-ledger to general ledger accounts between consolidated global locations.

Handle revenue, expense and accrual accounts. Monitor open credit lines/ limits for customer base. Electronic

Component Manufacturer for 6 global locations throughout the world. 2011 Sales Revenues - $204 Million for

Government Defense, Digital Compass, & Medical sectors. Participate in Internal/External audit measures.

Key Achievements:

• Prepare weekly Accounts Receivable Tracking Report on approx. $20 Mil Receivables. Reconcile AR for six

consolidated locations, and make recommendations for Bad Debt Allowance accounts.

• Utilize Advanced Excel Spread sheet Analysis with Macros to complete financial reports.

• Utilize job costing measures for the benefit of the P&L for revenue recognition of consolidated locations.

• Balance Trade payables & miscellaneous payables / Accrued receivers at month end.

• Balance Intercompany for all consolidated locations: Accounts rec/ Payables to Corporate accounts.

• Facilitate E-Commerce sites for the Dept. of Revenue for Sales tax filings for FL/ OH/ CA.

Ford Motor Credit Corporation; Nashville, TN 05/1997 to 6/2005

Loss Prevention Analyst – CSR-B

Loss Prevention department in a call center environment. Provide high volume account reconciliations on Customer &

Business bases. Educate the customer on the effects of negative credit, offer payment solutions, and other objectives

concerning collateral. Working knowledge of Fair Credit Reporting act. Maintain AR objectives under budgeted

guidelines. Legal compliance for replevin and bankruptcy. Mentor of new employees by facilitating training and

providing a team work atmosphere. Resolve payment disputes through account analysis from lockbox

agencies. Work with outside contractors to locate & secure collateral through the use of skip tracing techniques.

PROFICIENCIES

Manage deadlines on a timely basis for monthly/ quarter end financial reporting.

Reconcile high volume GL accounts for Accrual & Balance sheet reviews.

Focus on job costing by phases of completion for deferred revenue and cost allocations.

NTO and Release of Lien, along with construction phase accounting/ job retainage.

Microsoft Office 2003, 2007, & 2010 with PowerPoint and Outlook.

Advanced Excel with the use of VLookups and Pivot tables to produce financial reports.

Utilize QuickBooks, Peachtree, Sage-MAS90 Accounting Software packages.

Utilize Manufacturing software from Soft brands for Accounting /Inventory systems.

Customer based working knowledge with Oracle, Great Plains, SAP, & PeopleSoft.

EDUCATION

Master’s Degree of Accounting & Financial Management - Keller Graduate School – 2009.

CPA Track. Includes Becker CPA Prep Courses. GPA 3.5.

Bachelor of Science – Business Management – University of Central FL -1996.

• Devry/ Keller Graduate School of Management Alumni Association

• www.linkedin.com/pub/nancy-zimmer/19/625/177

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