Sales Accounting
Resume:
ANDREW M. REFSNIDER
Email: ********@*****.***
Fifteen years of experience in the implementation of ERP Accounting Software Systems, from both front-end
applications and back-end data systems support environments. Seven years of supervisory experience in the
non-profit accounting industry.
EDUCATION AND TRAINING
COMPUTER APPLICATIONS - DATABASE SYSTEMS CERTIFICATE CANDIDATE Current
MONTGOMERY COLLEGE Rockville, MD
COMPLETED COURSE WORK: Introductory Web Design, Introductory Programming: C++, Introductory
Database Applications: MS Access 2013
BACHELOR OF SCIENCE IN BUSINESS – MAJOR IN ACCOUNTING Glassboro, NJ
ROWAN UNIVERSITY
CERTIFICATIONS
Sage ERP applications, FRx & Advanced FRx Reporting, Crystal Reports Development & Advanced Crystal Reports, FAS Fixed Assets
Accounting - Sage Software, Quickbooks; Peachtree Complete Accounting
PROFESSIONAL EXPERIENCE
SAGE CRM SYSTEMS ANALYST 2/2014 to 11/2014
FORTESSA TABLEWARE SOLUTIONS Sterling, VA
• Configured Sage CRM and ERP systems processing for over 30 Sales Reps generating orders in excess of $13 million
in total annual sales.
• Served as liaison between 60 Sales and Accounting staff members and outside development team. Created over 20
custom reports and Business Intelligence queries based on user needs. These streamlined reports resulted in over
60 man hours of saved work time with an average increase in revenue of $75,000 per month.
• Provided Quality Control on system-related issues and handled over 60 support call tickets per month, saving
approximately $30,000 in project revenue, on rollout of new ERP software releases.
UNITED HEALTH GROUP - MD (BUSINESS ANALYST) 6/2011 to 5/2013
• Performed lead work on projects of over $3 million in scope and greater than six months in duration. Validation of
testing on these projects resulted in a 0% error rate tolerance per medical claim per state jurisdiction.
• Utilized in excess of 20 Microsoft Access queries, objects, tables, macros and reports to generate, modify, and process
over $5 million in quarterly AP 1099 Tax Reporting.
M-EDGE, INC. - MD (SENIOR ACCOUNTANT/SAGE SOFTWARE) 5/2011 to 5/2011
• Utilized Sage X3 ERP system for the following system implementation: AR and AP invoice & payment entries;
GL journal and beginning balance entries; PO receipt of goods and receipt of invoice transaction entries; preparation
and validation of Data Import for monthly AP Business Supplier invoice transactions.
MEDASSURANT, INC. - MD (ACCOUNTANT/SAGE SOFTWARE) 1/2011 to 4/2011
• Developed and implemented import routines to automate the creation of monthly AR Medicaid/Medicare contract billings
in excess of $2 million within the Sage accounting system.
• Financial statement analysis and development of custom monthly financial reports.
MWAA - VA (ERP CONSULTANT) 8/2010 to 12/2010
• Reconciled capitalization of $25 million in assets with construction in process by utilizing advanced Excel tools, such as
v-lookups and pivot tables, and Crystal reporting tools.
ERP SOFTWARE SYSTEMS ANALYST/SENIOR ACCOUNTANT 2/2009 to 10/2009
PROMARK TECHNOLOGY, INC. Annapolis Junction, MD
• Project managed the development, modification, upgrade and maintenance of the accounting and contact management
software systems in support of an annual $100 million sales budget.
• Created 5 independent job routines to import/export critical data within the accounting system while updating costing
data for hundreds of inventory records, updating pricing for over 500 customers, validating over 50 vendor invoices at
an average of $1,000 per order on a weekly basis.
• Composed written documentation for support of accounting software including step by step operational procedures and
processing of ADP financial systems.
INTRALOT, INC. - GA (SPECIAL PROJECTS ACCOUNTANT) 12/2008 to 1/2009
• Converted 2009 annual inter-departmental budget updates in excess of $20 million into web-based Hyperion Financials
database system.
• Experienced in Microsoft Access database architectural design.
ANDREW M. REFSNIDER Page 2
Email: ********@*****.***
ERP SOFTWARE IMPLEMENTER/SENIOR ACCOUNTANT 6/2006 to 9/2008
SAGE SOFTWARE RESELLERS Atlanta, GA
• Demonstrated knowledge and usage of ad-hoc query tools such as Microsoft FRx and Crystal Reports by creating in
excess of 40 to 50 customized financial and data analytical reports.
• Conducted on-site customer training in all areas of core financials, distribution, job costing, payroll including ADP, and
manufacturing accounting software for over 250 students representing companies in annual revenues of $2 to over $50
million.
PROJECT ACCOUNTANT 6/2004 to 5/2006
NUTRICIA, NA Rockville, MD
• Utilized experience in Sage software back-end table structure and database design to create over 25 customized
Crystal Reports encompassing $40 million in annual sales and modifying Customer and Vendor Invoice Forms for a
staff of over 50 personnel.
• Coordinated efforts between IT, Financial Analyst, Sales Manager, and outside consultant to develop, test and
implement 2 highly customized accounting applications based on re-structured sales territorial database.
• Developed customized FRx financial reports for EBITA departmental budget analysis & P&L requirements across
multiple business units with annual revenues in excess of $40 million.
ERP SOFTWARE CONSULTANT/TRAINER/SENIOR ACCOUNTANT 6/003 to 6/2004
VICOR BUSINESS SERVICES, INC. Bethesda, MD
• Worked with over 100 end-users on designing, developing, testing and implementing over 25 standard and 3rd party
accounting applications in support of business operations, to include documentation and knowledge sharing with a team
of more than 20 technical support specialists.
• Analyzed, planned and implemented well over 50 data conversions of Sage accounting database software into new
Sage ERP systems.
ERP SOFTWARE CONSULTANT/TRAINER/STAFF ACCOUNTANT 9/1998 to 5/2003
COMPUDATA, INC. Philadelphia, PA
• Instructed over 50 customers on proper Inventory Control to include physical and perpetual inventory counts,
adjustments to item costing/pricing, and the generation of valuation, stock status and historical sales reports for
organizations with inventories ranging from $3 million to $25 million.
• Trained Project Managers and A/R Billing Staff on Job Costing applications in order to accurately Work-In-Progress
Cost Reconciliations, Time and Material and Fixed Fee contract types, and Construction Billing for various clients with
annual billings between $10 and $25 million.
ERP SOFTWARE CONSULTANT/STAFF ACCOUNTANT 5/1996 to 8/1998
L. KIANOFF & ASSOCIATES, INC. Birmingham, AL
• Provided technical and functional support in the areas of: ERP systems administration, problem resolution, support,
process mapping, system testing and development, security access, and training for a customer base of over 200
users.
• Taught over 30 accounting application courses to customers and fellow product resellers and developed customized on-
site training solutions to meet industry-specific needs while utilizing FRx Financials and Crystal Reports..
CONTROLLER 4/1995 to 4/1996
JEWISH COMMUNITY CENTER Birmingham, AL
• Supervised accounting department consisting of two staff accountants and one senior-level accounting
assistant.
• Responsibilities included: GL, AP & AR month-end closings and Payroll quarter-end closings; GL, AR
membership, AP and Payroll account reconciliations; GL adjustments and journal entries; all bank account
reconciliations; the creation and monthly presentation to Board of Directors of Financial Statements; oversight of ADP
payroll system; monthly State grant tracking and internal grant/foundation proposal development.
• Monthly and quarterly financial statement analysis and development of financial reports to meet requirements
of board of directors for $20 million annual agency operating budget.
FINANCE DIRECTOR/GRANTS ADMINISTRATOR 9/1993 to 3/1995
WORKSHOPS INC. Birmingham, AL
• Analyzed and re-structured departmental operations for nine independent cost centers to include the re-
structuring of five positions, entrenching of one and one-half positions, and specific logistical changes involving three
administrative personnel.
• Increased administrative productivity with limited resources; generated higher employee satisfaction, and
reduced operating costs by $35K or 17% per year.
• Submitted monthly and quarterly financial statement reports to United Way agency, which was the outside
organization responsible for monitoring and auditing all financial operations of Workshops, Inc., as well as the approval
organization for the agency’s annual $3 million operating budget.
• External responsibilities included personal accounting and bookkeeping services for agency clients while
utilizing Quickbooks software.
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