Mr. Casey Goeman

ad4lbt@r.postjobfree.com • 659-***-****

www.linkedin.com/in/casey-goeman-27a287277 Madison, AL 35758

Detail-oriented and resourceful professional with diverse skill set in possessing financial analytical acumen and driving big-picture vision. Passion for developing solid understanding of investment operations and products. Expertise in managing end-to-end accounts payable and receivable processes, including accurate invoice processing, timely payments, and efficient cash management. Capable of reconciling accounts, identifying discrepancies, and implementing corrective actions. Ability to maintain accurate financial records, analyze data, and provide valuable insights to support decision-making. Proficient in resolving billing discrepancies, addressing employee and customer inquiries to their satisfaction, and providing exceptional customer service. Adept at collaborating with interdisciplinary teams to ensure seamless financial experiences through peak and trough periods in order to achieve overall success through challenging business and economic conditions.

Areas of Expertise

Quickbooks - Accounting

Licensing and Compliance

Business Operations Management

Human Resources

General Ledger, A/P, A/R, P&L

Inventory and price management

Microsoft Office ( Excel )

Advertising and Marketing

Sales Tax

Insurance – business and staff

Retirement Plans

Payroll

Professional Experience

Goeman Beverages Inc dba Home Package Store, Tuscaloosa, AL 1998 – 2023

Owner / Operations Manager

Acted as sole shareholder of Sub S Corporation to orchestrate retail liquor, beer, and wine store's business operations. Employed QuickBooks software to efficiently manage payroll tasks, encompassing employee payment, W-2 generation, and monthly, quarterly, and annual tax filings at state and federal levels. Remained diligently informed about dynamic alcoholic beverage industry trends and developments, actively using trade publications and market research data. Incorporated new products, discontinued outdated ones, and maintained a diverse range of traditional items. Conducted employee recruitment, training, and coaching processes by identifying individual strengths and weaknesses, while identifying problem employees and removing them. Organized enticing product tastings and drink recipe demonstrations to drive new product sales and attract a broader customer base.

Key Accomplishments:

●Launched various marketing campaigns by leveraging traditional media channels and social media platforms.

●Drove profit margins by exploiting wholesale discounts, expanding inventory, and maintaining unmatched variety for customers.

●Pioneered introduction of novel product categories, including drinking games, bar utensils, gift accessories, and tailgating supplies elevating store to coveted "one-stop shop" destination for patrons.

●Accomplished continuous sales growth, surpassing 1M in annual sales within first decade by transforming establishment into county's premier business in terms of alcoholic beverage purchases.

●Mastered Clover POS system with integrated Shopventory inventory software enabling the creation and implementation of a customized inventory management system, resulting in enhanced ordering efficiency, meticulous tracking of inventory turnover and trends, strategic price adjustments, and detection of shrinkage.

Additional Experience

Mutual Fund Specialist, Bank of America, San Francisco, CA

●Managed account reconciliations, while leaving no room for discrepancies and ensuring financial accuracy.

●Performed wire transfers to execute all non-automated mutual fund trades by displaying strong attention to detail.

●Manually calculated and posted capital gains and dividend distributions to accounts ensuring accurate and timely processing.

●Expertly researched and crafted responses to client inquiries by showcasing strong problem-solving skills and dedication to delivering exceptional customer service.

Compliance Analyst, E-Trade Financial, Palo Alto, CA

●Attained skills in financial regulations and policies to deliver accurate and reliable information to valued clients.

●Conducted thorough research and diligently prepared responses to customer inquiries encompassing a wide range of investment account and activity matters, including equity and option trades’ time and sales discrepancies, margin interest calculations and charges, equity reorganizations, asset transfers, IRA account legalities, general company policies and market procedures.

Financial Advisor, Ameriprise Financial, Birmingham, AL

●Served as licensed agent with certifications in Series 7, Series 63, and Life and Casualty Insurance.

●Managed all client assets, while ensuring optimal portfolio performance and delivering tailored financial solutions.

●Established client accounts as well as implemented comprehensive and diversified proprietary financial planning model.

Education

Bachelor of Science in Management

Tulane University A.B. Freeman School of Business, New Orleans, LA