Customer Care Sales

OBJECTIVE

Seeking a position that displays leadership and exemplary behavior with a company that teaches transferable skills and promotes continuous growth, helping to pave the way for future generations.

EDUCATION

Stephen F. Austin State University

Bachelor of Business Administration in Accounting

Master of Professional Accountancy, Emphasis in Audit – December 2016

CPA Eligible & to complete 2019/2020

Beta Alpha Psi Honors – September of 2013 to December of 2016

SKILLS

Detail Oriented, Strong Organizational & Communication Skills, Vizio, Revenue Certified, Ad-Hoc, Dealio, PeopleSoft 8.4/9.2, MS Office Suite – Advanced Skills, Engagement, Practice Management, Hyperion, SAP, Online Payroll Services, QuickBooks & Qqest Software, Experience Personal Tax Preparer

Job History

NRG Energy (Contract)

Retail Commissions Analyst February 2020-May 2020

Analyze and assess accuracy of sales reports

Evaluate and classify sales data

Define commissions on basis of transaction analyses

Assimilate, analyze and maintain records of sales and commission data through various sources

Collaborate with sales team management and resolved commission-relate issues

Resolve and co-relate actual commission and internal data

Maintain accurate periodic records of commissions

Summarize and submit commission data for supervision and variance explanations

Aid monthly reporting and brought notice to errors, also correcting errors

Identified variations in prices in data and made necessary adjustments to Matrix and/or Decks

Jones Lang LaSalle (Contract)

Associate, Accountant/Finance Department September 2017-February 2019

Manage accounting functions such as vendor invoicing, client billing, accounts payable/receivables, and commissions

Applied ACH and Wire payments appropriately and ensured they made it to lockbox

Manage balance sheet accounts for deferred income, rebates, and cash held for clients

Ensure that payments, write-offs, journal entries, and intercompany transfers are completed and applied correctly for payout per pay cycle

Processes adjustments and cut checks when necessary, if overpaid by client

Accurately prepare and run financials for brokers, and client specific reports monthly

Attend finance transaction calls for the market and give insight where necessary

Perform month end functions including to submit accruals, review and analyze P&L statement and variance commentary

Daily reconciliation of commissions received

Research issues if commissions not received or misapplied or outstanding or unapplied cash

Responsible for uploading necessary documentation and meeting deadlines for all of Houston Market that included Brokerage, Capital Markets Group, Retail, and Project Management

Provide coaching, mentoring, and training to employees and interns to ensure they are receiving and giving the best customer care to clients

Sent out invoices daily for commissions to be received as well as prepared invoice for remaining portion to be paid for broker to send to client

Assist with audit w KPMG when information was requested to be researched

Whitley Penn, LLC (Contract) January 2017-June 2017

Audit Department

Maintained knowledge of the company policies as well as a positive attitude, being self-motivated, and a team player always taking initiative and willing to learn

Developed and maintained relationships with clients to gather necessary audit information

Gained a comprehensive understanding of PCAOB and generally accepted auditing standards

Prepared binders for client testing including corporate, 401(k)’s, and EBP audits

Performed tie-outs of CAFR, single, and combined corporation’s audits

Cash balancing for clients ensuring their books match reconciliation

Performed testing of Financial Statements analytics, communications of company, balance sheet, and income statement including any documentation to be rolled over

First Transit June 2015 – August 2015

Accounting Intern/ Payroll Department

Summer Intern while completing my Degree at College

Maintained knowledge of the company and its operations

Entered operators’ hours daily as well as updated pay raises, ensuring employees pay equaled hours worked

Updated records, profiles, and bus routes electronically

Reviewed check registry at the end of pay period

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