CHAD CONANT CASE

***** ****** ****** *** *******, TX 78233 512-***-**** acxwt5@r.postjobfree.com

SUMMARY OF QUALIFICATIONS:

EDUCATION: B.B.A., Finance, University of Western Michigan – (2000-2004)

Full Academic Scholarship from the Greenleaf Asset Management Corporation.

Five Semesters on Dean’s List

3.4 GPA on 4.0 Scale

PROFESSIONAL EXPERIENCE:

Accounts Payable Specialist

Southwest Key – San Antonio, TX 2016-2016

Reconcile General Ledger in Microsoft Dynamics Great Plains during month end closings.

Assist with new Vendor Setup in Microsoft Dynamics Great Plains.

Verify Trial Balance funds for Petty Cash transactions.

Integration of invoices into GP after inter-company allocation.

Prepare financial transactions for general journal, expenditure transfers, invoice payments, and purchase.

Process submitted invoices in a timely and efficient manner.

Process all travel expenses for the assigned areas of the organization to meet deadline.

Oversee Procurement Card program for the organization. Process P-Card transactions for Southwest Key employees.

Ensure accurate invoice entries in the accounting systems and software.

Adhere to the accounting policies and procedures set forth by the organization.

Pricing Coordinator/Accounts Payable

SEIFS – San Antonio, TX 2015-2015

Coordinate with internal departments to audit pricing of existing products and implement pricing for new products.

Run, compile, and distribute regular sales and pricing reports.

Implement and maintain a pricing structure across the customer base.

Assist in sales analysis of customer data base as necessary.

Ensure accuracy of fuel prices received from all major Oil brands throughout the United States.

Prepare financial transactions and processes for general journal, expenditure transfers, invoice payments, purchase,

travel, and related vouchers. Classifies, codes, posts, and balances financial and accounting documents and records.

Reviews accounting records, such as expenditures, expense code and ensures travel transactions are accounted for

accuracy and compliance with departmental policies and procedures.

Prepares monthly status analysis of account balances and expenditures; and prepares technical reports on estimates,

cost data, and budget items.

Research escalated Accounts Payable issues related to pricing/products.

Perform profit/loss analysis for specific carrier loads and specific time periods.

Work close with IT to assist them with coding for automating prices internally.

Work close with sales to create new terminals and the oil products available to pull from.

Accounts Receivable

Dell Computers - Dell Financial Services (DFS) - Austin, TX 2008-2014

Provide invoicing and collections services for Direct and 3rd party partners using an Oracle based system.

Utilized V-lookups, macros, and pivot tables within Excel.

Proficient with DOMS, POMS, IDD, DPS, and Oracle.

Collections for aging buckets over 30 days after researching/reconciling each account prior to call.

Reconcile, review, and audit customer PO’s, DFS contracts, and invoices; these processes are necessary to ensure financial accuracy when recording contract information into DFS databases along with providing invoicing to customers.

Support Sales by determining pricing and managing credit for numerous major corporate accounts.

Provide Sales with Monthly/Quarterly funded and total sales reports.

Audit and prepare new sales for current and new sales customers.

Update Skus based on customers’ PO’s for Warranty extensions.

Sales Executive/Sales Support

Aegis Wholesale Bank - Austin, TX 2006-2007 (Closed)

Responsible for managing presales specifications on business deals, and providing product support for major clients

including Countrywide, Fannie Mae, Freddie Mac, and GMAC.

Assisted in producing a consistent $2MM+ in monthly sales while working with mortgage brokers and financial specialists

Business was driven from cold calling, and by providing online training sessions and informative seminars to mortgage

Brokers.

Managed customer relationships and product calls with account executives for existing and potential business partners.

Responded to all customer needs and account executive leads under a maximum two-hour allowance time.

Provided company program information to customers of other account managers while meeting and surpassing personal

quota by 10%.

Account Manager/Quality Control

First Franklin Financial Bank - Austin/Houston, TX 2004-2006 (Closed)

Prequalified customers by determining interest rates, explaining company guidelines, ordering/reviewing appraisals,

and verifying customer profile met all underwriting policies and stipulations.

Consistently processed a higher volume of mortgage files (ranging from 50-60%) relative to other account managers.

Assisted title companies, attorneys, and account managers by organizing and preparing files shown to investors

Reports were returned with a successful 2% or less error rate under a 24 hour time constraint from corporate.

Audited 200+ company files ensuring government and corporate compliance in one month (branch record).

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