Customer Service Manager

* *****

Joseph Klein

**** ****** * ********, ** 11210 *************@*****.*** 347-***-****

CONTROLLER OPERATIONS MANAGER BUSINESS MANAGER

PROCESS IMPROVEMENTS FINANCIAL MANAGEMENT STRATEGIC PLANNING

Accomplished Management Professional experienced in supporting and streamlining business operations to improve financial

and operational effectiveness. Financial visionary with a proven track record in implementing methods for cost reduction and

increased profitability. Exemplary background in the design and evaluation of internal control systems and processes.

Exceptional problem solving, analytical and critical thinking skills to recognize and meet organizational and fiscal objectives in

complex fast paced environments. Solid experience in IT Management and CRM systems.

CORE COMPETENCIES

Full Cycle Accounting Cash Flow Management Budgeting

IT Management P&L Monitoring Team Leadership

GAAP Compliance Financial Reporting Training/ Development

Financial Statements Financial Controls Internal Auditing

PROFESSIONAL EXPERIENCE

EFFY STEIGMAN & CO, CPA, Brooklyn, NY JANUARY 2013-

PRESENT

Accountant, Project Based

Reconcile company accounts for 20 clients and prepare corporate tax returns. Review financial records and books to ensure

accuracy and compliance with Generally Accepted Accounting Principles. Client base comprised of large supermarkets,

catering companies, and property management firms with over $2M in annual revenue.

Prepare and post journal entries for fiscal year-end close

Organize and resolve issues with client accounting records

Customize and implement QuickBooks functionality based upon client needs

Improve accuracy for period-end close cycle by instructing/monitoring bookeepers to book transactions in the

correct category

ADVANCED ENERGY RESOURCES INC., New York, NY January 2011 – January 2013

Strategic Consultant

Launched and expanded this startup company from a wholesale energy brokerage firm to providing energy efficiency

products including installation of energy efficient boiler upgrades and lighting upgrades to commercial and multi-family

properties. Oversaw company’s operations including planning and structuring, accounting, finance, external relations and IT

implementation. Formed channel partnerships with notable wholesale energy suppliers and negotiated revenue share to

maximize profits. Procured and partnered with government approved efficiency suppliers and subcontractors on a revenue

share basis to provide upgrades to client properties that qualified for state rebates

Effectuated process for providing and securing quotes including planning the documentation needed for sales and

approving generated quote, ensuring alignment with D.O.

Managed the recruitment, onboarding and training of all in-house (5), including Chief Engineer

Reviewed client contracts to analyze profits and generated weekly P&L report for executive management to

demonstrate financial position of the company and facilitate decision making

Secured progessional line of credit up to $100,000 by providing financial position and progress reporting to financial

institution

Prepared revenue and financial statements to bring in new investors and grow business

Attained an $80,000 savings by developing and installing an SBS server/network and a customized CRM system for sales

and cross-functional teams

TONER QUEST INC., Brooklyn, NY February 2008 – November 2010

Controller

Supervised a staff of 9 employees within the accounting, sales and purchasing department. Reviewed incoming COGS bills

against issued POs to ensure accuracy. Performed check runs to make vendor payments. Established solid vendor

relationships to increase payment terms and credit lines of Fortune 500 suppliers. Ensured the accuracy of customer

invoices versus sales orders and customer payment history to determine credit terms for accounts receivable.

Reconciled bank statements, merchant credit cards and expense credit card accounts

Enhanced QuickBooks to provide real-time reporting of P&L by class and item

Analyzed profit by items including COGS, Overhead Cost, Commissions, and Bank LOC Interest

Reviewed payroll processing, inventory item controls, payroll and sales taxation

Implemented and maintained internal controls, resulting in a 40% increase in profits

Implemented a data entry process to ensure proper transactional bookings and generate accounting reports

Assisted external accounting firm in reviewing financial statements and filing annual tax returns

THE BAR NETWORK, New York, NY March 2005 – January 2008

Operations Manager

Oversaw staff of 5 full time employees and 3 subcontractor companies. Liaised with software company to implement Digital

Signage Network Screens for over 400 establishments in New York City. Tested software program for proper content display

and reporting findings to senior management. Oversaw purchasing, quality control and inventory control, ensuring to secure

best pricing with vendors. Managed the internal server network consisting of 30 users across two locations.

Procured plasma screens and all related hardware for installation of the DSNS

Collaborated with vendors and service companies to ensure successful technical operations

Supported subcontractor installation companies by ensuring they have necessary information, policies and

procedures, and equipment for job completion

Audited customer establishments to ensure quality product installations, functionality, and customer satisfaction

Oversaw and trained customer service staff to assist clients with technical and content issues to ensure overall

customer satisfaction

BEST CATERING, Montreal, Canada June 2000 – November 2004

General Manager

Supervised catering staff of 150 which includes: recruitment and selection of staff, training staff on catering responsibilities,

motivation and feedback of performance of captains, headwaiters and waiters. Recommended increase

in target client base from small to large establishments, resulting in increased client base from events of up to 400 people to

events for up to 1,500.

• Established job costing and scheduling of event planning for clients.

Developed and maintained courteous, timely and exemplary customer service.

Researched prospective suppliers, providing cost analysis and purchasing of supplies and inventory.

Managed financial transactions including accounts payable, accounts receivable, payroll and banking.

HYPERTEC & NORTEL, Montreal, Canada June 1998 – May 2000

PC Desktop and Server Support

Worked in IT department providing support for servers, networks, and desktops for 350 users. Performed troubleshooting and

maintenance of servers, desktops, printers, and network.

Installed hardware and software on servers and desktops

Participated in network implementation, maintenance and design

EDUCATION

Master of Science, Accounting – Farleigh Dickinson University, New Jersey

Candidate for Certified Public Accountant Examination (CPA)

Bachelor of Arts in Talmudic Studies – Nitra College, New York

Courses in Computer Network Administration – Delta College, Montreal, Canada

Courses in Business Administration – Champlain Regional College

COMPUTER TECHNOLOGY & SOFTWARE

2

Microsoft Office Suite: Word, Excel, PowerPoint, Outlook

SBS Server and Network, QuickBooks, Salesforce.com, Sage 50, Freshbook, Bill.com, Intuit Tax Online, Lacerte Online

Contact this candidate