Service Customer

Wendy Shelton

*** **** *****

Jonesboro, GA *****

404-***-**** *********@*******.***

SUMMARY

Detail oriented finance professional with 15 years’ experience applying financial and managerial accounting practices. Exceptional track record of improving budget processes. Recognized as an exceptional team player with strong analytical and accounting skills. Forms and maintains strong working relationships with internal customers and vendors to positively impact customer relationships.

PROFESSIONAL EXPERIENCE

MFR Consultants, Federal Motor Carrier Safety Administration, Atlanta, GA 2014 – Present

Budget Auditor

Provides assistance to the (13) Division offices, ( in the Southern Division), in the collection and analysis of Excel spreadsheet data from all accounts, compares date to transactions recorded in DELPHI, helps identify difference and reconciles difference by requesting changes to DELPHI so that those records match the Excel reports.

Performs recurring audits of each account several times each month to ensure obligations are properly recorded in DELPHI, and, when necessary, acts to de-obligate funds in excess of actual expenditures

Assists staff in Division offices and services centers to properly enter data into Excel spreadsheets

Assists in the coordination of reconciliations and de-obligations within the divisions and service centers

Assists in the reconciliation and submission of adjustments of service center budget status to Headquarters for assigned division offices, provides budgetary assistance to ensure the budget totals are compiled monthly and provided for consolidation and reporting to headquarters

Performs purchase card reconciliation and assists cardholders in field offices with reconciliation between US Bank and DELPHI by reviewing and researching records to obtain information and reasons for discrepancies.

Assists with data entry, report preparation and special projects as directed, to meet the budgetary and personnel needs of the service centers

Coordinate with FMCSA HQ to track and process procurement request, other similar transactions and correct billing errors. Prepare and process procurement action through FMCSA HQ. Maintain a log of procurement actions processed through FMCSA HQ

Coordinates the execution of the approved budget and maintains continual liaison with various managers, informing them of budgetary policies, procedures and changing requirements. (work to keep 12 Travel Assistants informed on budget policies and changes)

Consults with Administrative Officer and Field Administrator to provide technical advice on the various aspects of budgetary and financial planning, and reports variations in excess of accepted funding.

Develop statistical and cost data for us in programming and planning of Budgets

TCI Business Services, Ellenwood, GA 2013 – Present

Accountant I (Part-time)

Prepare/assist in preparing simple to complex tax returns for individuals or small businesses. Maintains records of financial transactions by establishing accounts and posting payments. Creates and review financial records such as income statements and documentation of expenditures in order to provide guidance and expert financial advice to business owners.

Review bills, invoices and check requests. Ensure all appropriate documentation exists.

Performs monthly reconciliation on bank accounts online utilizing QuickBooks Software

Develops system to account for financial transactions by establishing a chart of accounts, defining bookkeeping policies and procedures.

Balances subsidiary accounts by reconciling entries

Maintains general ledger by transferring subsidiary account summaries.

Balances general ledger by preparing a trial balance/ reconciling entries.

Maintain schedules for balance sheet accounts.

Prepare journal entries and monthly financial statements.

Enter data to create tax returns.

Complies with federal, state and local legal requirements by filing reports and advising management on needed actions.

THE COCA-COLA COMPANY, Atlanta, GA 2000 – 2012

Senior Administrative (Finance) Assistant, Compass National Account Team 2004 – 2012

Managed and executed budgets up to $1.2M for diverse clients, programs, and projects. Provided updates of DME and CTM commitments and RE forecast. Maintained tracking logs for budgets and outstanding invoices. Provide project support to Marketing Manager and National Account Team on activities such as contracts, project plans, and budget management.

Collaborated with management at project level, ensuring expense plans were achieved.

Developed and implemented budget tracking system, eliminating budget overages.

Prepared and submitted journal vouchers for payment, ensuring timely payments to external customers.

Improved customer relationships by compiling quarterly budget reports, financial spreadsheets, and company data reports to complete mandatory ad-hoc reports by utilizing Microsoft Word.

Processed administrative requests for purchase orders.

Collaborated with Finance and marketing managers, ensuring smooth work flow and efficient organization operations.

Process good receipts, purchase orders and invoices for National Account Team.

Managed check request process by ensuring that request adheres to company policy.

Managed Vendor set-up and maintenance process through Master Data System and SAP.

Assisted Marketing Department with special projects; managed National Promotions from inception to completion.

Responded to customer inquiries and provided supporting documentation to resolves billing discrepancies.

Coded and submitted invoices daily for payment in SAP system.

Reviewed collection reports to determine status of payments and outstanding balances.

Created ad-hoc reports using Microsoft Excel.

Researched missing and/or duplicate orders to make appropriate corrections and adjustments.

Created and processed orders for marketing and promotional items as needed, meeting customer deadlines while minimizing cost to serve.

Initiated follow-up with customers on outstanding shipments to verify physical receipt of product.

Administrative Specialist, The ARAMAARK Team 2000 – 2004

Continually optimized multimillion dollar budgets and served as subject matter expert (SME) for financial analysis issues, concerns, and special projects. Created purchase orders, marketing campaigns, and records good receipts within the Marketing Expense Management (MEM) tool with SAP. Set up new vendors and requested appropriate records to update and maintain current vendor records.

Maintained detailed administrative and procedural processes that reduced redundancies within the department.

Trained 7 new employees within 6 months, increasing customer reported satisfaction.

Reduced freight costs 35% by collaborating with internal shipping department and ensuring Company discount was applied to large promotional orders.

Improved accuracy and efficiency in POS ordering procedures, resulting in achievement of team objectives.

Reduced costs by consistently improving productivity of projects.

Ensured customer satisfaction by providing efficient service to National Accounts.

Approved and submitted direct pay invoices to AP and managed vendor payments inquiries by maintaining an Invoice Tracking Log.

Coordinated meetings, travel arrangements, and maintained department calendar.

Processed P-Card statements, expense reports, and invoices.

Maintained various departmental database systems and lists using MS Excel and other applications.

Processed complex administrative project assignments.

WASTE MANAGEMENT INC., Lake City, GA 1998 – 2000

Budget/Billing Analyst

Executed accounts receivable reporting enhancements and reconciliation procedures. Managed accounting operations, month-end close, account reporting and reconciliations. Performed complex and general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations. Prepared weekly volume reports for Commercial Line of Business. Entered Customer contracts in independent system to ensure rate increase were applied effectively.

Processes and generates moderately complex Municipal Billing and Down-Loads.

Processes and generated billings of assigned districts and areas including all lines of business.

Performs a comparative analysis of generated revenues.

Creates invoices, transmits file to print vendors, and post billing transactions.

Compiles, validates and maintains generated revenue reports.

Creates and mails manual invoices.

Work with various departments regarding dispute resolution of accounts.

Researched and resolves customer issues.

Creates and processes adjustments.

Processes customer refund request.

Researches, resolves and manages customer credit balance reports.

Revenue reporting and month-end system close processing.

Maintains and reviews bill cycles.

Review and maintains various billing reports.

Daily reviews and approval of Daily Cash Reconciliation Reports.

Managed Vendor Set-up and Maintenance process.

EDUCATION

Virginia Commonwealth University, Richmond, VA – Biology Coursework, Life Science

Virginia State University, Petersburg, VA – Biology Coursework, Life Science

SOFTWARE SKILLS

Expert in QuickBooks Pro

Expert in SAP R/3, ERP

Expert in SharePoint Software

Expert in MEM System

Expert AS400 Basis

Expert in Team Site Website

Microsoft Suite

Map Point Software

Experienced in DASH Website

AFFILIATIONS

Member, International Association of Administrative Professionals (IAAP)

Certified Administrative Professional – Recertified May 2010

Treasurer, Ewing Estates Homeowners Association

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