Customer Service Information Technology

**** ************* ****** *** ****, Lawrence, KS *6049 785-***-**** ************@***.***

SUMMARY OF QUALIFICATIONS

Years of loyal, dependable and trustworthy accounting and office management experience in a variety of industries. I am self-starting and able to maintain company productivity levels in absences of company principals. Works well with cross-functional/cross-departmental teams, as well as public and co-workers at all levels.

PROFESSIONAL & BUSINESS SKILLS

oMicrosoft Windows 10

oExcellent Problem Solver

oMicrosoft Office Suite 365

oRecords Management

oMicrosoft Teams

oOrganizational Skills

oQuickBooks Pro

oProfessional Writing Skills

oVarious Proprietary Software

o7 Habits of Effective People Certified

oFront Office Operation

oCustomer Service Liaison

PROFESSIONAL EXPERIENCE

KnowledgeWorks Global Ltd (formerly Allen Press) 8/2018 to Present

Association Manager Lawrence, KS

oAssist 12 to 15 Scholarly Associations/Societies with daily management of members and/or subscribers by maintaining database entries

oProcess renewal efforts for clients to maintain or grow membership/subscriber base.

oSubmit monthly reports to all society officers (and/or delegated others) by the fifth business day of the month.

oProcess payments for memberships/subscriptions via phone and/or fax transaction.

General Dynamics Information Technology 6/2013 to Present

Internal Support Group (ISG) Specialist Lawrence, KS

oReceived calls from front-line Customer Service Representatives (CSR’s) to assist them as they answer questions from Consumers regarding the Affordable Care Act (ACA).

oAlso, took calls from Consumers who have requested Supervisors regarding their issues/complaints with the ACA. Also accept “Kudo” calls regarding CSR’s

oBased on call volume, required to assist with all Lines of Business (LOB) calls received to the Federal Funded Marketplace (FFM) call centers.

oDocument outcomes of consumers’ calls so others have call history.

University of Kansas Center for Research 8/2008 to 6/2012

Research Grant Specialist Lawrence, KS

oReviewed purchases on over 400 research grants using guidelines in OMB Circulars A-21, A-110 and A-133.

oContacted departments, agency administration and/or principle investigators to rectify issues regarding expenditures, payments, and appropriateness of purchases.

oTracked grant spending using spreadsheets and DEMIS projection reports

oCreated journal entries to apply manual expenses (indirect costs, cost share, etc.) on research projects.

oReviewed and approved/declined budget adjustments, tuition, fellowship and retroactive funding adjustments, as appropriate, on sponsored projects.

oPrepared and submitted financial reports and billing documents to sponsors using e-mail, US Mail and agency websites.

oMaintained official project files, both digitally and in paper format.

oInvolved in the development of guidelines for data integrity and training manuals for Post Award Service

International Academy of Columbus 8/2005 to 6/2007

Business Manager Columbus, OH

oPerformed all accounting functions, including payroll, for a $1.2 million in annual revenue community school using State of Ohio software.

oMaintenance of 4 individual databases (Admin +, CSADM, EMIS and EMAD) tracking student and/or staff information, including daily attendance, class schedules and student adds/withdrawals.

oMaintained paper files for students, vendors, attendance, staff, and others as necessary for the running of the community school.

oFront-line person for staff, parent and teacher complaints and questions.

oHandled communication between resident school districts, vendors, and others with business interests in the school.

oTracking of monies from both the federal and state government and the creations of projections to determine best use of funding. Also controlled petty cash fund.

oSupervised a four-person staff of support personnel.

oAlso performed database and accounting functions for IAC’s sister school, Westside Academy.

Advantage Sales and Marketing 10/2004 to 6/2005

Accounts Receivable Specialist Columbus, OH

oReconciled $900,000 in monthly receivables.

oProcessed client checks by matching back-up to outstanding invoices, verified commission percentages, and utilized the Genisys System software to clear paid invoices.

oAssisted in end-of-month closing procedures, balanced cash reports to checks processed during the period.

oReviewed A/R aging reports for outstanding invoices and reported to collections department.

HKI Associates, Inc. 9/2001 to 7/2004

Office Manager Columbus, OH

oPerformed all accounting functions including maintaining general ledger, accounts payable/receivable, processing of checks, daily deposits, etc. using QuickBooks software. Including payroll for staff.

oCreated marketing proposals for submission to prospective clients.

oActed in a personal assistant capacity for both of the company’s principals.

oManaged firm’s daily operations in absence of principals.

EDUCATION

The Ohio State University Columbus, OH

Bachelor of Science in Business Administration, Major in Marketing, Minor in Accounting

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