Customer Service Office Manager

Curtis P. Wallace

The Woodlands, TX – 281-***-**** - ********@***.*** - www.linkedin.com/in/curtis-wallace

A Problem Solver with Successful Expertise in:

VP of FINANCE / CONTROLLER

●An effective communicator with 10+ years of successful experience working with both internal

and external customers, including major corporate accounts

●Organized, highly motivated and detail-driven innovator with strong leadership abilities

RELEVANT EXPERIENCE & ACCOMPLISHMENTS

VP of Finance / Controller

5/2020 – Present Norris Conference Centers (Hospitality) Houston, Texas

Reconcile general ledger accounts to subsidiary ledgers and propose adjusting journal entries

Develop annual to EBITDA budget requirements including expenditure requirements.

Manage internal audit and develop a culture of ethics and internal controls.

Ensure all financial reporting deadlines are met for all 6 locations and ASC842 compliance

Meet income and sales tax filing deadlines while forecasting upcoming financial reporting needs

Organize, develop reports, and provide FP&A reports with PowerPoint slides to Venture Capitalists

Provide analysis and recommend profitability for projects, including merger and acquisition projects.

Verify lease contracts, payments, and process cash flow analysis.

Controller

8/2013 – 4/2020 PCS Software, Inc. (SaaS/Transportation) Houston, Texas

Respond to inquiries from President, develop timely and accurate business process with scorecard analysis.

Quarterly and Annual Financials

Ensure all financial reporting deadlines are met

Reconcile general ledger accounts to subsidiary ledgers, support and propose journal entries to record adjustments.

Coordinate and direct all financial transactions recorded in PCS Software accounting system

Provide Monthly Business ad hoc reports

Manage and ensure proper collection activities.

Key liaison in M&A project, transition, and internal audits.

SaaS compliance with ASC606

Managed and developed HR and administrative departments.

Managed insurance benefits and started company retirement plans

Doubled company employment with coordinated interviews and training

Ensure timely and accurate payments to all vendors and employees

Coordinate end of year tax filings with CPA

Manage payroll and taxes 941 / W2 / 1099 / TWC

Meet income and sales tax filing deadlines while forecasting upcoming financial reporting needs

Maintain excellent credit rating with Dun & Bradstreet and respond to BBB complaints

Maintain company-wide software inventory

Managed the development of the fixed asset/inventory systems in the PCS Software

Develop and implement new procedures to enhance department workflow

Staff Accountant

4/2010 – 4/2013 Columbia Lloyds Insurance Co. (P&C Insurance) Houston, Texas

Reconcile intercompany balances and propose monthly settlement transactions.

Prepare invoices for intercompany ceded and assumed premiums and losses reconcile, reconcile balances, and propose journal entries to record.

Prepare and oversee the preparation of monthly journal entries required to record premiums, losses, expenses, and accruals.

Prepare annual state financial report.

Maintain the month-end close procedures and the annual filing schedules.

Office Manager

3/2007 – 4/2010 Gulf Coast Windows (Construction / Retail) Houston, Texas

Supervises 6 key employees to maintain the workflow process.

Provide supporting statistical and financial documentation monthly, as requested by COO.

Introduced and implemented Microsoft SharePoint to streamline project flow.

Payables and payroll for contract labor crew

Prepared marketing reports identifying strengths in customer leads and SCO advertising.

Performed an audit of 2005 and 2006 expenses and recovered over 15K in oversights.

Accounting – Commissions Specialist

1/2002 – 3/2007 Manhattan Life Insurance (Life/Health Ins) Houston, Texas

Generated 9-level rate tables with over 80 hierarchies (each hierarchy containing 50-400 agents)

and variable commission schedules for each agent into AS400.

Initiated and executed strategies to reduce fees by over 50%, resulting in over $90,000 in savings

Improved efficiency and managed $6-10K of weekly inventory to reduce supply costs by 30%

Lead in ensuring proper brochures and applications follows TDI

(Texas Department of Insurance) requirements

Assisted in company acquisition by identifying and merging foreign commission structure.

Client Services – Corporate Accounts

8/2000-1/2002 MCI WorldCom (Telecommunication) Houston, Texas

Effectively supported corporate accounts valued at more than $6 million resulting in high client retention

Achieved company ISO9000 rating by providing excellent customer service

Recognized for excellence and best practices in corporate accounts

Established strong relations with key decision makers of corporations that resulted in high client satisfaction

CORE COMPETENCIES

●A team-minded contributor with excellent presentation skills

●Interact with management to provide support and plan initiatives through financial and management information reports and analyses.

TECHNICAL SKILLS

• Forecasting • Supply Management • Code of Ethics

• Reducing Costs • Improving Efficiency • GAAP Compliance

• Project Management • Technology Integration • Quality Management

• QuickBooks Enterprise • MS Office / PowerPoint • Excel - Pivot Tables

• Payroll / 1099’s / Sales Taxes • Fixed Asset Management • Bank Reconciliation

• SaaS ASC606 Compliance • Monthly / Quarterly Financials • A/P, A/R

• Oracle NetSuite • Sales Tax Filing • Internal Controls

HARDWARE SETUP

Over 1.0 Gbps download speeds (CABLE connected) for remote access

EDUCATION / PROFESSIONAL DEVELOPMENT

Bachelor of Business Administration - Finance, University of Houston

MBA with Accounting Concentration, Keller Graduate School – DeVry University

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