Terry I. Green
Purcell, OK ***80
Cell: 405-***-****
*****.*********@*****.***
SUMMARY OF QUALIFICATIONS
• Highly ethical,responsible, and motivated Operations Manager/Controller
• Actively manage customer accounts and contracts
• Technologically versatile in accounting / accounting software
• Effectively organized attention to detail, and service oriented
• Adaptable to new concepts and responsibilities/Proficient in handling diverse tasks simultaneously
EMPLOYMENT HISTORY
May 2012 – December 2013 Operations Manager/Controller
WPS, Inc. Ada, Oklahoma
• Managed, developed, and maintained all aspects of the companies accounting program.
• Supervised staff and implemented companies policies
• Assist with the corporate budget in preparation and maintenance of budgets and projections using Excel for Windows
• Full Charge Bookkeeping: Adjusting entries, Bank Reconciliations, Full Payroll, Purchase Orders, Accounts Receivable & Accounts Payable.
• Managed Human Resources and employee benefit programs.
• Worked with E-Rate Billing
April 2007 – May 2012 Controller/Director of Finance
Pure Inventions, LLC – Little Silver, New Jersey
• Managed, developed, and maintained all aspects of finance, accounting, marketing, and data processing of office
• Review staff work and approve transactions for data entry
• Assist with the corporate budget in preparation and maintenance of budgets and projections using Excel for Windows
• Trained new employees to administer the inventory control
• Created operational reports for forecasting manufacturing product inventory components for production and inventory control.
• Full Charge Bookkeeping: Adjusting entries, Bank Reconciliations, Full Payroll, Accounts Receivable & Accounts Payable.
• Worked with outside Accounting Firm to help reduce Accounting Costs.
Accomplishments:
• Increased internet sales approximately $45,000.00 for first half of 2008 with E- Strategy Ideas
• Recovery processing of previously paid monies in sales tax paid
• Organized contracts to reduce shipping costs
• Reduced Credit Card Merchant Cost approximately $4,000.00 per year
• Reduced Rental Contract saving $12,000.00 per year
July 2000 – May 2014 Self-Employed Accountant
Tucker Associates – Hartland, Vermont & Jackson, New Jersey & Searcy, Arkansas
• Perform clerical and accounting services including short / long term assignments for up to thirty clients
• Perform clerical / administrative tasks and organize all related records
• Maintain accounts payable and receivable & payroll accounts
• Prepare tax forms 1099, W-2, Sales Tax, Room & Meals, Quarterlies, 1040-ES, etc.
• Implement various reports either with accounting software or from spreadsheets.
• Properly handle and account for cash receipts, check & credit card payments
• Proficient in QuickBooks, Apple and PC Accounting Programs, and Accounting Edge Software for Apple Computers
Customer Types:
• Oil & Gas (Construction/Trucking/Washout)
• Specialty Market/Restaurants
• Construction/Carpenters
• Plumbing/Heating/Electrical
• Antique Store/Art Restoration
• Medical Field
• Estate Attorney
• Real Estate Mortgage and Rental Companies
• Health & Beauty
• CPA Firms/Tax Accountants
• Investment Firms
September 1994 – December 2006 Office Manager & Administrative Assistant
Dr. Albert I. Pristaw
Upper Valley Eye Associates - Woodstock, Vermont
• Managed all administrative functions
• Delegated and supervised staff support
• Full Charged Booking
• Medical Billing & Coding
• Collections
• Performed diverse customer service activities, resolved customer complaints, and dispensed contact lenses and eyeglasses
• Collected and accounted for monies received on all orders
• Maintained schedules and updated licensing for five offices in five states
• File maintenance and organization, appointment schedules, professional meetings and travel arrangements
• Proofread documents, composed and typed files, updated curriculum, and completed third-party billing as dictated by doctor
January 2002 – April 2003 Tax Associate
H&R Block – West Lebanon, New Hampshire
• Collaborate and communicate with clients to prepare and complete tax returns
• Develop clients’ understanding of the process for preparing tax returns
• Educate client about tax savings tips and provide answers to FAQ’s
• Scrutinize each client’s tax information prior to sending to appropriate area
EDUCATION
1990 – Williams College – Williamstown, Massachusetts
• Business Major. Co-op: Special Assistant to Procurer of Finished Goods to the Physical Plant in the Department of Buildings and Grounds (Internship)
1990 – Charles H. McCann Technical School – North Adams, Massachusetts
• High School Diploma **Major Focus: Economics, Marketing Accounting 1,2 & 3, Finance & Business**
2001 – 2009 – H&R Block Tax Courses
• Continued Education Courses *Annual Education Tax Classes*
LICENSES Health & Life Insurance in the state of New Jersey Lic. Exp 04/15/2011
EQUIPMENT PROFICIENCY
• Electronic Typewriter, Apple Computer, VAX 8250 computer with VMS Operation System
• Computerized cash register, fax machines, telephones, switchboards
• Microcomputer attached to Network Server, Macintosh HD630, Gateway, Compaq Presario 5340, Dell Inspiron 5100, IMAC
SOFTWARE EXPERTISE
• WordPerfect
• Lotus 1-2-3
• Leading Edge Word Processing (LEWP)
• Claris Works
• Microsoft Excel
• Microsoft Word
• Filemaker Pro
• Terminal Cis
• QuickBooks 2000-2012
• QuickBooks Enterprise Solution 2008-2015
• Quicken 98-2010
• Money
• Print shop Publisher
• Microsoft Windows 98
• Print shop Deluxe
• Front Page
• Claris Home Page
• QuickBooks for Mac
• Accounting Edge for Mac OS X
• TPS Accounting Software
• Lacerte Software
• AutoTask
COMMUNITY SERVICE Projects
• Treasurer: Woodstock Union Arena Skating Club – Woodstock, Vermont
• Treasurer: Chief Financial Officer Crestview Farms Home Owners Association – Purcell, OK
References: Upon Request