Sales Representative Accounting

JEREMY WILSON

**** ******* **** *********, *********** 38672

901-***-**** *******@*****.***

FINANCIAL ANALYST ACCOUNTANT

Highly skilled finance and accounting professional with over 10 years of experience managing analysis, accounting, budgeting, and reporting functions for companies in diverse industries. Demonstrated ability to provide clear, concrete financial data necessary to critical business decisions. Adept at preventing fraud through critical evaluation of core information and audits of accounts. Able to leverage a strong sales background to build relationships with both customers and internal teams.

Finance Operations Accounting Financial Analysis Auditing & Process Reviews Reporting

Fraud Prevention Project Coordination Inventory Control Expense Reduction AR / AP Budgeting

Risk Assessment Strategic Selling Logistics Analysis Problem Solving Team Building Communication

Continuous Improvement Process Efficiency Solutions Delivery State Tax Preparation Fixed Assets

PROFESSIONAL EXPERIENCE

MCCA Companies (2015 – Present)

Credentialing Auditor

Review Settlement Agents’ policies and procedures, including escrow account controls, data security risk assessments, settlement practices, closing documents, licenses, etc to make a determination if such information meets the requirements of ALTA best practices.

DILLARDS 2011 - Present

Merchandising/Sales Representative

NEXAIR 2008 - 2011

Suppliers of oxygen and other gases for the medical and welding sectors.

Inventory Analyst (2010 - 2011)

Instrumental in maintaining streamlined operations and inventory management through delivery of reports covering major accounting and inventory data. Calculated key data such as cost of gases on-site and individual gas gains and losses through both periodical and ad-hoc reports. Conducted physical inventory audits.

Significantly lowered overhead caused by excessive overtime by preparing reports that documented plant worker proficiency / productivity and led to an optimized structure for labor hours.

Eliminated nearly 75% of overtime-related costs through the optimized structure, dropping from several hundred hours of overtime per month to just under 50 hours.

Supported the company in improving on-time delivery and ensuring available stock levels to fill orders by maintaining accurate reports and providing key information on logistics.

Enhanced overall operations through participation in various process improvement projects, contributing multiple recommendations for expense reduction and process efficiency.

Key project team member for several inventory analysis initiatives and special projects.

Staff Accountant (2008 - 2010)

Managed and reviewed accounting activities for fixed assets. Spearheaded planning and execution of major capital assets projects. Entered and updated information in the company-wide database of fixed assets inventory records. Handled reconciliation for several general ledger accounts. Prepared and submitted company state and property taxes, with individual tax function spanning tax schedules for 6 states. Ensured monthly sales tax payments for 5 states. Participated in monthly closing procedures.

Maintained accurate accounting transactions by researching and addressing discrepancies.

Successfully resolved AR questions and issues through research into the cause and effective solutions.

JEREMY WILSON Page 2 *******@*****.***

REGIONS BANK 2000 - 2007

Leading financial services provider. Formerly Union Planters Bank.

Property Accountant (2006 - 2007)

Administered finance and accounting functions for newly purchased and pre-construction sites, including reporting, maintenance, account reconciliation, general ledger / books analysis, and database administration. Ensured appropriate review and documentation of internal controls. Managed cross-departmental accounting initiatives spanning numerous locations and divisions.

Facilitated fixed asset accounting by conducting audits and reviewing journal entries for accuracy.

Verified on-site inventory against database records as part of month-end physical inventory counts.

Assured projects aligned with budgetary expectations by communicating with project managers to review budget expenses and track spending.

Retail Branch Operations Specialist (2005 - 2006)

Performed critical evaluations on ACH and paper documents to determine acceptance or rejection. Conducted audits on teller cash sheets and cash items, including handling cash balancing for more than 500 tellers per month. Oversaw collections activities. Provided training and mentorship to a team of 15 personnel, covering new policies, procedures, and other information critical to bank operations.

Recovered more than $1 million in chargeback check funds.

Cut general ledger cash items by more than 60% through item reduction and clearance.

Maintained accuracy across all accounts by researching missing charges posted to the incorrect account and ensuring appropriate placement of charges.

Retail Quality Assurance Analyst (2003 - 2005)

Coordinated fraud prevention and overdraft-related loss mitigation across numerous branches. Ensured minimal cash loss through account analysis and by aligning branch operations with expected policies and regulations. Reviewed audit exceptions to identify and address any errors involved.

Facilitated risk prevention for new bank business by reviewing for compliance issues and making recommendations for booking.

Circumvented costly financial losses by evaluating more than 500 accounts weekly, with an eye for key fraud indicators that required bank notification and account closure.

Financial Sales Representative (2000 - 2003)

Drove sales and business development for the branch. Identified and pursued leads. Innovated and executed short-term and long-term marketing strategies supporting monthly, quarterly, and annual goals. Brought in new accounts through close communications and negotiations with potential customers. Increased account penetration for existing accounts through up-sells and cross-sells of products and services.

Maintained a top ranking for monthly loan closures, with a consistent $1 million monthly average.

Achieved the highest new account sales for 3 consecutive months out of all personnel across 35 branches.

FORMAL EDUCATION

Bachelor of Arts, Accounting

Bachelor of Arts, Finance

Bachelor of Arts, Marketing

University of Memphis - Memphis, Tennessee

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