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Customer Service Management

Location:
California, United States
Posted:
October 18, 2016

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Resume:

OBJECTIVE: Experienced, results-driven, and dedicated Accounting Professional with over 15 years of experience looking to help employer achieve challenging goals

QUALIFICATIONS: Leadership, internal audits, taxes, analysis and problem-solving, written/oral communications, staff training and development, negotiations, organizing, operations/relationship management, and customer service

EXPERIENCE:

Winter Wyman (Contract) 2/2016 - Present

Metropolitan Museum of Art

Assist with month end close, balance sheet reconciliations, and Flux analysis

Reviewed financials reports for Board of Directors.

Assist with other HOC projects

Seedco, NY February to March 2016

Prepared audit schedule and corps tax 990, sch D, O, J etc.

Provided salary allocations for project managers

Assisted with grant invoices for various project.

Study Group USA, NY

Accounting Manager 8/2008 – 10/2015

Recommend short term cash management strategies to management, reducing cost by 30%

Manage cash flow weekly and monthly, along with forecasting/budgeting for management

Analyst for operational processes, internal audit, internal controls, regulatory compliance to state and federal guidelines, prepare monthly sales tax, quarterly revenue tax returns, resale certificates, Annual /monthly Surveys, register and update tax changes in both US and Canada

Analyze tax issues and resolve by reducing tax liabilities by 45%

Reconcile and maintain global intercompany expenditures and loans accounts

Oversee accounts receivable/payable, bank reconciling month end closing, analyze actual to budget variances, maintain fixed assets schedules, and work with HR on budgets, payroll accruals, benefits, and 941filings.

Communicate effectively with staff and management at parent company in UK, Australia, and Canada to improve process effectively by 75%

H&R Block, NY

Tax Professional – Seasonal 8/2007 – Present

Prepare federal, multi-state, earned income, rental property, Small Business, investments, and trust tax returns

Research and study tax laws for potential tax savings for corporate and individual clients

ROBERT HALF INTERNATIONAL

Consultant – The Children Health Fund 4/2006 – 8/2008

Compiled Financial spreadsheets for senior management regarding contributions and donations

Investigated and reconciled daily activities accounts payable and receivables

Implementing procedures and guidelines regarding donations

SOUTHERN HOME CARE SERVICES, GA

Staff Coordinator/Accountant 8/2004 – 4/2006

Monitored grants revenues and expenditures ensuring data was recorded into the financial accounting system

Established written and oral communication guidelines with healthcare provider of various programs, such as, source, community care, and county grants, which resulted in effective problem-solving

Supervised approximately 67 Certified Nursing Assistants, who provided services for over 350 Clients

JACOB NURSING & HEALTHCARE EMPLOYMENT AGENCY, NY

Accountant Manager/Payroll Specialist 9/1999 – 7/2004

Managed the office’s daily operations for accounting, purchasing, payroll processing, and billing

Prepared monthly and weekly financial statement related to month-end closing activities

Developed techniques and implemented procedures to improve daily operations and increase efficiency

CONSTAIN CONTROL ASSOCIATES MANAGEMENT CONSULTANTS, NY

Consultant – The Bank of New York 2/2001 – 4/2002

Audited and maintained monthly activities for global investments accounts

Developed performance measurement statistical reporting for all department heads

Created and maintained database for management information globally and domestically

Consultant – Chase Manhattan Bank 11/1999 – 2/2001

Administrator for over 80 billion dollars of domestic and global reports for various clients

Prepared and audited monthly reports for domestic and global accounts

Processed and resolved compensation claims with recommended procedures that improved efficiency and productivity by 10%

EDUCATION:

CENTRAL MICHIGAN UNIVERSITY 2000 – 2002

Master of Science, Information Research Management

ST. JOSEPH’S COLLEGE 1996 – 1998

Bachelor of Arts, Organizational Behavior Management

Concentration in Business Administration, Finance, and Accounting

CERTIFICATES: Human Resources/Leadership and Supervision, H&R Block Certificates

TECHNOLOGY TOOLS: Microsoft office, Outlook, Excel, Word, Epicor, FRX Reporting, Doc Link, and other proprietary enterprise management tools, SAGE



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