Customer Service Sales

David Healey

Hamilton, NJ

***********@*****.*** - 609-***-****

Account reconciliations

Macrolook ups

Advanced computer proficiency (both PC and Mac)

V Look ups

Quicken

Pivot's

Expert in QuickBooks Pro

Fiscal budgeting

Bookkeeping

US GAAP principles

Willing to relocate: Anywhere

WORK EXPERIENCE

SENIOR CUSTOMER SERVICE REPRESENTATIVE

GRAND BANK - Hamilton, NJ - April 2014 to Present

Analyzed key metrics such as analysis of balance fluctuations and differences within general ledgers using GAAP

Coordinated various projects with members of management such as audits for compliance with bank policy and procedures.

Facilitated successful internal audits through sound and thorough documentation, and decreased audit findings from internal/external auditors by 85%.

Worked with internal auditors, compliance department and management to ensure that any audit findings were taken care of and that policies or procedures changed due to findings. Worked with compliance department to ensure accurate reporting with federal government with regards to Suspicious Activity Reporting, Currency Transaction Reports and Sec 314 requests. Partnered with compliance department/compliance officer to update and implement new internal audit procedures/checklists.

Partnered with management to review and seek approval for new policies and changes in procedures. Trained new member of branch on BSA/AML procedures and policies. Reviewed daily/monthly new account reports to ensure CIP and property risk ratings were in compliance. Cleared three-month backlog of new account verification and audit packages. Achieved 95% rate of success of monthly mystery shops for seven straight months. TEAM SUPERVISOR

STAPLES, INC - East Windsor, NJ - January 2010 to January 2015 Supervised a sales force of7-12sales associates.

Trained all incoming sales team members.

Analyzed key aspects of the business to evaluate the factors driving results and summarized results into presentations.

Worked with fellow team leaders and management to properly forecast sales and payroll budgets to ensureeach

week we were on target.

Verified company controls were in compliance with established policies by auditing stores and warehouses. Made sure that inventory reports matched our inventory system. Analyzed and located differences within inventory management. Established operational objectives and work plans and delegated assignments to subordinate managers. Provided timely actuals, forecast and budget data for IT and corporate management. Customer Service Supervisor

STAPLES, INC - Hamilton, NJ - November 2012 to April 2014 08610

Handled various accounting transactions such as balancing out several different general ledgers each day. Scheduled staffing for the main branch.

Processed quarterly Vault and ATM audits with a zero error rate. Pulled daily branch cash position reports.

Scheduled employees according to customer levels.

Oversaw team of 2 tellers

Teller

STAPLES, INC - Hamilton, NJ - November 2010 to November 2012 Executed customer transactions, including deposits, withdrawals, money orders and checks. Rapidly and efficiently prepared customer and ATM cash and change orders. EDUCATION

Bachelor of Science in Accounting

Southern New Hampshire University

2016

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