Customer Service Sales
Resume:
Tarek KABBARA
********@*******.***
Irvine CA 92612
Summary
An MBA with successful sales experience at a Fortune 100 company as well as a background in Finance & Accounting. Strong skills in analysis, MS Office, financial statements and problem solving. Eager to learn and expand my knowledge and can undertake difficult mandates and tight deadlines. A motivated individual who has excellent communication and presentation abilities who can work well in a team environment or individually.
Professional Experience
Capital Group Companies, Irvine, CA 01/2015 - 11/2015
Senior Accountant
Provide accurate and timely information to meet regulatory and key stakeholder reporting needs
* Prepared monthly reports under strict deadlines such as portfolio turnover, cost roll forwards and N1-A reports
* Effectively utilized and analyzed funds' monthly financial statements for multiple reports such as NSAR, ICI monthly, and portfolio turnover
* Designed and implemented processes, procedures and reports to ensure proper reporting guidelines (GAAP, SEC regulation, IRS, Federal Reserve)
* Used software (Eagle Investment Systems, Sharepoint, Bloomgberg) on a daily basis
Verizon Enterprise Solutions, Santa Ana, CA 08/2013-10/2014
Sales Associate (B2B)
Managed activity for 200+ clients in mid to large size companies for a Fortune 500 telecommunications firm
* Exceeded quota by 7% in one quarter as Client Executive which involved prospecting, generating leads and developing business strategy execution plans with the account team
* Developed and maintained client relationships through positive communication and timely customer service addressing all issues and questions
* Responded to and resolved an average of 8-10 customer service issues per week for top clients on teams' portfolio
* Improved team results by 10% monthly by taking part in end of month calls and tracking orders to ensure timely submission
Final Link Signings, Garden Grove, CA 2010 -2012
Accounting Supervisor (Part-time while attending CSUF full-time)
Maintained balanced accounts in QuickBooks while manually updating Excel for quality control
* Re-engineered Excel database to streamline and enhance the efficiency of accounts data entry.
* Performed payroll tasks using QuickBooks.
* Improved delinquency on A/P payment cycles by 40% by reorganizing invoice spreadsheet sent to notaries and creating spreadsheet to track outstanding payments.
Ernst & Young, Jeddah, Saudi Arabia Summer 2011
Assurance Intern
Learned about auditing and generating financial statements, bank reconciliations, inventory counts and other auditing related issues.
Education
University of California, Irvine 06/2015
* Master of Business Administration
* Cumulative GPA: 3.7
California State University, Fullerton, CA 05/2012
* Bachelor of Arts in Finance (Cum Laude Honors)
* Cumulative GPA:3.66
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