Customer Service Project

MARTIN L. WARING, II

*** **** ** ******, ***. *F CHESTER, PA 19013

TH

215-***-**** *************@*****.***

ACCOUNTING / FINANCIAL PROFESSIONAL

Proven to improve cost efficiencies and increase productivity through focus on

accuracy and process improvements.

Progressive expertise within various industries, implementing processes and procedures which ensure

accuracy and improve reporting. Recognized for addressing issues and expediting resolutions through

client centric approach.

EXPERIENCE

REED ELSEVIER, PHILADELPHIA, PA

VENDOR MANAGER/FINANCIAL ANALYST (CONTRACT POSITION) 3/15 PRESENT

My duties consist of forecasting, budget analysis, vendor management, contract review, creating and

approving purchase orders, batching and coding vendor invoices, matching purchase orders and vendor

invoices, vendor setup and maintenance.

SUNOCO, INC, Philadelphia, PA

INVENTORY ACCOUNTING SPECIALIST (CONTRACT POSITION) 7/14 – 12/14

Responsible for General Ledger entries, creating journals for month end reconciliation and closing,

calculating rates for daily gas prices, creating customer invoices, processing vendor invoices on a daily

basis, coding vendor invoices, and matching vendor invoices with purchase orders.

TOWERS WATSON, Philadelphia, PA 2011 – 2014

Financial Analyst

Provided end to end support to consultants throughout company for billing generation process while

utilizing these function in Oracle R11 and Oracle R12.

• Supported consultants by reviewing terms and conditions for standard contracts, setting up project

codes, applying budgets, and updating customer and project master data.

• Reviewed and created contract setup requests for terms and conditions, signatures, and capital

project setup requests, validating approval.

• Allowed associates to monitor and track expenses and times for specific actions by creating project

codes, project parameters, and subject level hierarchies.

• Applied and monitored cost budgets and limits through duration of project, resulting in accurate

revenue tracking for projects and processing invoices using contract to cash billing processes.

• Performed peer reviews on all changes, ensuring accuracy of billing and completeness of projects.

• Monitored inactive project codes, eliminating accrual of charges and complex billing per project and

contract.

• Promoted customer first service culture of respect and opportunities for clients and associates by

responding to associates and clients within 0 – 8 hours and resolving issues regarding projects,

expenses and time entry.

ASSOCIATED GLOBAL SYSTEMS, Springfield, PA

Accounting and Collections Specialist (Contract Position) 2010 – 2011

• Processed vendor invoices and vendor payments on daily basis and account analysis on a monthly

basis.

• Managed daily collections of over 30 business to business accounts by communicating via email or

telephone.

• Achieved accurate tracking of customer receivables in processing daily billing for customer invoices

using Oracle systems.

• Created reports that reflected open invoices using Excel and AS400.

• Merged documents using Microsoft Excel and other Microsoft Office applications.

• Posted payments to customer accounts via ACH payments, lockbox, credit card and check payments.

• Tracked revenue for each general ledger (GL) account by creating reconciliation reports of customer

accounts on weekly and monthly basis.

REGENT SYSTEMS, Philadelphia, PA 2007 – 2010

Accounts Payable Accountant

Completed general ledger coding and data entry of invoices, vendor reconciliations, payments of goods

and services, and other various duties in SAP for Comptroller Financial Services Office of Defense Supply

Center Philadelphia and Defense Logistics Agency business systems modernization project.

• Processed high volume of vendor invoices and created purchase orders on daily basis in accordance

with GAAP .

• Researched, analyzed and resolved EBS failed intermediary documents (IDOCS), which included

contract pricing, issues, and credits, while utilizing SAP.

• Created purchase order system using Microsoft Excel that tracked and monitored vendor payments,

accurately tracking vendor invoices and ensuring improper invoices were not paid.

DAY AND ZIMMERMANN, Philadelphia, PA 2005 – 2007

Accounts Receivable and Payroll Specialist

Posted cash application to customer accounts and collections for over 100 business accounts via lockbox,

check and ACH transactions in SAP . Performed monthly account reconciliation of customer accounts.

• Monitored new contract employees’ hours and processed benefit and government paperwork,

resolving payroll discrepancies and ensuring timely pay for over 300 employees throughout PA, GA,

NY, MI, and TX.

• Daily business to business collections for over 100 customer accounts

• Researched vendor statements and created purchase orders, validating that vendor invoices were

tracked and improper invoices were not paid.

• Performed VLookup searches in Excel for various records, cross referencing for accurate reporting.

• Trained new associates on implementation of SAP for various functions, which included payroll,

general accounting, and billing.

PRIMERICA FINANCIAL SERVICES, Upland, PA 2002 – 2008

District Leader

• Enabled clients to meet financial goals through financial planning and debt elimination.

• Trained, developed, and recruited representatives, resulting in new associates’ success in providing

accurate customer service and developing businesses.

• Ensured practices and marketing techniques were in compliance with company, state, and federal

guidelines by working in conjunction with company’s General Counsel and Compliance Bureau.

EDUCATION

ASB, ASSOCIATE OR SPECIALIZED BUSINESS, BROOKLINE COLLEGE, PHOENIX, AZ (1996)

BS, Bachelor of Science in Accounting, Western Governors University, Denver, CO (2015)

TECHNICAL SKILLS

Oracle, SAP,

Microsoft Office Applications (Word, Excel, Access, PowerPoint, OneNote, Publisher, Outlook),

Hyperion, Crystal Reports, Lawson, Great Plains,

Yardi, SharePoint, PeopleSoft, AS400,

ADP, QuickBooks, Peachtree, Sage, Elite

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