Customer Service Manager

Michael Heiner

**** *. **** **** *****, AZ ***** 480-***-**** **********@*****.***

.

NOTED SKILLS AND ABILITIES:

Profound knowledge of financial practices, principles, regulations and methodologies

Familiar with accounting principles and functions, including payroll, billing and invoicing

Experience with financial reporting, forecasting, statistical, variance, cost and data analysis and research

Advanced customer service and support skills with the ability to build and sustain strong client relationships

Skilled in preparing simple to complex individual tax returns promptly and accurately

AREAS OF EXCELLENCE:

Finance Operations

Customer Service/Support

Complex Problem Solving

Excel

Oracle software

Lacerte tax software

Collaborative Teamwork

Self-Motivated

Forecasting/Planning

EDUCATION:

UNIVERSITY OF PHOENIX, Phoenix, AZ (2015)

Bachelor of Science, Business Finance (GPA: 3.68/4.0)

Strategic Financial Management, Investment Fundamental and Portfolio Management, Accounting

CAREER EXPERIENCE:

US Foods, Tempe, AZ

Contract Coordinator, Pricing Operations May - July 2016

Input the terms, dates, and payments of contracts with service vendors and suppliers.

Create purchase orders for vendors and manage payments through accounts payable departments.

Maintain contract files and ensure proper departments are charged, which helps accounting departments better allocate and manage company budgets.

Organized and maintain update contract files and database of high volume, utilize activity logs, Oracle software programs, database and other electronic tools

Assists in facilitating the review and approval process of all new contracts and renewal of existing contracts

Serve as a resource including location of policies, procedures and organizational references

Ericksen Financial, Certified Public Accounting, Tempe, AZ January-April 2016

Assistant tax Preparer

Compute taxes owed by following tax code and Lacerte software

Prepare simple to complex tax returns for individuals or small businesses

Help taxpayers by using federal, state and local codes to ensure clients receive the maximum benefit permitted under government law

Uncover potential deductions and credits client may qualify for

Review financial records such as income statements and documentation of expenditures

Verify totals on past forms for accuracy

PORTER ELECTRONICS, Mesa, AZ June 2013 – January 2015

Shipping Manager

Provide oversight of shipping operations through the coordination, management and execution of daily tasks

Handle inventory management tasks; track inventory levels to ensure adequate supply, purchasing items as needed

Prepare products for shipment; ensuring accuracy of information and verifying against purchase order

Purchase items for sale to meet customer needs and requests; forecast production needs and conduct industry research to identify market trends and ensure product availability

Research and secure vendors; conduct competitive analysis to negotiate pricing

Implemented small shipping boxes/supplies, which yielded a significant savings of $4 per shipment

TRUE VIEW SYSTEMS, Mesa, AZ August 2008 –May 2013

Accounting Assistant/Electronic Installer

Assisted with accounting and bookkeeping functions, including payroll, billing/payments and inventory tracking

Performed installations and repairs of home theater products/systems and audio/visual equipment, including TVs, projectors, speakers and computers

Interacted with customers to identify their needs and implement applicable corrective action

References

Brian Moore, Managing Partner, Pillar Companies, (480) – 707- 2453

Jim Ericksen, Owner, Ericksen Financial Services CPA, (480) – 820 – 0097

Paul Porter, Owner, Porter Electronics, (480) – 626 - 1394

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