Kelly R. Westbrook

**** ***** ****

Winston-Salem, N.C. 27127

336-***-**** (cell)

ad042s@r.postjobfree.com

PROFILE

Finance professional with experience in accounts payable, accounts receivable, project management, sales and customer relationship management.

Skills

Proficient at multi-tasking. Fast and dependable worker. Ability to work well with others as a team or alone with minimal supervision. Strong attention to detail. Strong time management skills. Strong communication skills. Strong customer service skills. Knowledge within the consultative sales industry. WORK EXPERIENCE

Kaplan Early Learning, Winston Salem, NC 8/22 to Present Procurement Specialist

Responsible for maintaining existing supplier relationships, and ensuring that all purchased products and materials meet specification. Responsible for working with leadership to understand the needs of our organization and ensuring our supply goals are achieved in a timely manner.

• Responsible for requesting quotes and negotiating pricing, purchase terms and conditions

• Prepare and issue purchase orders and agreements

• Monitor supplier performance and resolve issues and concerns

• Inspect and evaluate the quality of purchased inventory and resolve any issues

• Analyze industry and demand trends and support senior management with the development and implementation of sourcing strategies

Eastern Food Equipment, Winston Salem, NC 10/21 to 3/22 Buyer (Contractor)

Responsible for purchasing materials, supplies and equipment for our Foodservice customer needs. This included negotiating deals with suppliers, researching possible item selections and taking inventory of current products.

• Interacted with suppliers to schedule delivery times and resolve shipping errors.

• Created purchase orders in a timely matter and match all paperwork accordingly.

• Managed POs/RFQs in MAZI (software for commercial food equipment)

• Maintained vendor relationships as wells problem solved any issues

• Monitored and track the delivery of orders from RFQ to PO to delivery. Sovereign Grand Lodge Independent Order of Odd Fellows, Winston Salem, NC 04/13 to 05/21 Analyst

Responsible assisting in the development and implementation of Odd Fellows annual program goals and priorities relating to financial management and budgeting.

• Developed a system to account for financial transactions by establishing a chart of accounts defining bookkeeping policies and procedures.

• Responsible for month end close, quarter end close and year end reporting

• Prepared financial reports to senior leadership explaining actuals vs. forecast trends and variance explanations. Blue Cross Blue Shield, Winston Salem, NC 08/12 to 1/13 Customer Service Rep (Contractor)

Engage with members and customers to identify issues and apply customized solutions to meet their issues or inquiries.

• Utilized probing and problem-solving methods to resolve all customer inquiries (via inbound calls, written or in person inquiries) on first contact.

• Documented corrective measures and provided instructions as needed to internal business areas to ensure prompt resolution and response to customer inquiries.

• Worked closely with Sales, Healthcare Professionals and Network Management partners to further optimize customer, employer group and provider relations by identifying opportunities to promote stakeholder programs.

• Extensive knowledge of individual Medicare Healthcare insurance options for BCBSNC consumers. State of North Carolina, Winston Salem, NC 04/09 to 10/11 Licensed Insurance Agent

Responsible for selling insurance policies, monitoring claims, and ensuring all necessary documentation has been filled out and filed prior to providing insurance policies.

• Identified target populations and demographics with needs for insurance including individuals, families and businesses.

• Assessed client’s needs to customize insurance packages to best meet their needs.

• Executed all sales documents and policies

• Maintained clients and working through third party references First Community Bank, Winston Salem, NC

Sr, Financial Assistant 04/07 to 03/09

Managed a team of 5 tellers to ensure that all the First Community Bank's policies, procedures, and regulatory guidelines were strictly complied with in the process of performing duties.

• Established and promoted cordial relationships with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction.

• Ensured the customers' confidential information is properly protected and only used for official purposes.

• Informed and suggested new banking products to customers. Provided information to customers on their account such as balance, account status, and check or payment clearing history. Walker & Associates, Lexington, NC 04/05 to 03/07

Sales Analyst

Responsible for

• Identified and recommend changes to current sales techniques, procedures and promotional efforts based on market research and new industry trends.

• Developed and organized information reflecting salesforce effectiveness and marketplace opportunities.

• Maintained sales team records for account assignment and credit

• Monitored and aid with monthly operating cost

• Assisted in the development of sales quotas and forecasts for the sales team. Skills

Microsoft Word, Excel, Outlook, PowerPoint, AS 400, MAZI Software (FE&S dealers) & Peachtree Accounting System, PeopleSoft

EDUCATION

High Point University, High Point, NC, 2007

Bachelor of Science in Business Management with a concertation in Marketing

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