Customer Service Manager

Brian J. Oakes

**** ********** **., #***, ******, TX 75063

972-***-**** (Home) 214-***-**** (Mobile)

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

OBJECTIVE:

Desire to be a part of dynamic team which encourages innovative and out of the box ideas, adding value to the organization, as well as,

enabling me to achieve both short and long term professional goals and objectives.

CAREER PROFILE:

25+ years of accounting and supervisory experience with corporations, service industries, non-profit organizations and entrepreneurial

ventures. Detail-oriented, efficient and organized professional with extensive experience in accounting systems. Possess strong

analytical and problem solving skills, with the ability to make well thought out decisions. Excellent written and verbal communication

skills. Highly trustworthy, discreet and ethical. Resourceful in the completion of projects, effective at multi-tasking.

PROFESSIONAL EXPERIENCE:

Medsynergies, Inc., Irving, TX, 2012-Present

Provider of Physician Group Back Office Support and Management

Accounting Principal

• Manage Market Accountants processes and duties for 5 nationwide markets.

• Facilitate process improvements, insuring standardization.

• Prepare monthly journals, trending and financial reporting.

• Coordinate with market Financial Directors EBITDA transfers and financial reasonableness.

• Prepare training documents and train market staff on new processes.

• Coordinate with BHS San Antonio Controller for intercompany tie-out.

Fresenius Medical Care North America, Irving, TX, 2006-2012

Largest dialysis services provider in the world. Manufacturer of peritoneal and hemodialysis machines and equipment

Senior General Ledger Accountant

• Supervise staff of 4 professionals.

• Assure biweekly ADP Payroll activity properly interfaces with general ledger postings.

• Prepare payroll bank reconciliations, general ledger account reconciliations, (purchase order release

structure) and ancillary medicine inventory tracking, balancing and reporting.

• Monitor transaction flow, (assuring ordering and receiving are properly reconciled), of Fresenius

IntelliOrder Medicine Supply Chain.

• Supervised key aspects of Joint Venture accounting and reporting.

• Supported annual budget and interim forecast processes, as required.

• Ensured compliance with accounting deadlines.

World of Rugs, Gilbert, AZ, 2005-2006

Top retailer of contemporary and traditional rugs

Store Manager

• Responsible for Inventory Control, Customer Service, Merchandising and Cash Receipts.

Cirle K Stores, Inc., Tempe, AZ, 2002-2005

National provider of gasoline and convenient stores

Tax Analyst

• Amended 3 years of Motor Fuel Returns.

• Filed 26 Sales & Use Tax Returns for 9 states.

• Research tax regulations and tax rates by state and type.

• Streamlined 4 states, reducing preparation time by 80 hours.

• Prepared company Motor Fuel Tax returns and Sales / Use Tax returns.

Bass & Associates, P.C., Tucson, AZ, 2000-2002

National Bankruptcy collection and settlement law firm for Fortune 500 clients

Accounting Manager

• Audit accounting records to ensure client compliance.

• Maintain the integrity of client information, based on guidelines.

• Supervise the Posting Department.

• Manage client information for their Escrow Trust Accounts.

• Streamlined the procedures and structure of the department in order to expedite the daily balancing of

client receipts.

• In conjunction with the MIS Department, facilitated the flow of electronic data between Bass &

•. .Associates and their clients in order to minimize erroneous balance differences.

~ Earlier Career History~

Controller for E.J. Del Monte Inc., Rochester, NY (1999 to 2000)

Controller for Jewish Family Service of Rochester, Inc., Rochester, NY (1998 to 1999)

Controller / MIS Manager for SRECO-Flexible, Inc., Marina Del Rey, CA (1996 to 1998)

Accounting Supervisor for Safaris Events, San Francisco, CA (1994 to 1995)

EDUCATION:

B.S., Management, Western International University, Phoenix, AZ,

Major: Accounting & Management, (September, 2011)

SOFTWARE:

Platinum for Windows & DOS MAS90 Lotus123 Quattro Pro

Microsoft Office 97 and XP Macola Norton Oracle 11.i

PeopleSoft ACCPAC Pagemaker Windows 98

SAP MSA Fixed Asset Software. Great Plains

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