Finance/ Accounting Professional
Resume:
James A. Beard
Permanent Address:
Knoxville, TN 37919
adwd9p@r.postjobfree.com
CAREER OBJECTIVE
Highly motivated Accounting / Finance professional seeking career opportunity with a company looking to fully utilize and further develop employee with strong skill set, background, and commitment toward achieving success within the corporation.
EDUCATION
Indiana University - Kelley School of Business Bloomington, IN (August 1996 - May 2001, December 2006)
Major: Finance Minor: Accounting
EXPERIENCE
INVOPEO Knoxville, TN (October 2021– Present)
Staff Accountant
• Duties consisted of reconciling multiple bank accounts on a bi-weekly basis and all balance sheet accounts monthly. Also assisted with the monthly closing procedure including issuance and analysis of financial statements while ensuring financial compliance.
•. Work effectively and cross-functionally to develop necessary teamwork and analyze reporting for business operations and budgets to best perform audits and ensuring adherence to standard requirements.
•. Very frequently work with management team in order to ensure efficient communication so all departments are on same page so as to. best create new processes to improve financial and operational efficiency.
Pilot Corporation Knoxville, TN (January 2018–October 2021)
Store Manager
•. Responsible for the generation and execution of business plans to achieve established standards, sales and profit objectives.
•. Duties consist of coaching, managing, and developing others to ensure customer expectations are met. Also responsible for driving store sales, accounting, maintenance, merchandising, food service, and fuel desk functions.
•. Job functions also entail managing and tracking inventory, performing P&L analysis, generating and maintaining effective vendor
relationships, and ensuring compliance with federal, state, provincial, and. local laws and regulations while running day to day operations.
Jewelry Television Knoxville, TN (November 2012 – May 2017)
Customer Service Senior Representative
•. Responsible for providing support for and being committed to excellent customer service by building productive relationships. This includes handling customer inquiries and resolving complex issues, listening attentively and solving problems creatively, and using diplomacy to best achieve desired outcomes. Effectively communicating with individuals cross functionally within company is also necessary to ensure best possible solution found.
•. Duties also consist of successfully managing high-volume workload and consistently exceeding performance benchmarks in customer service rating categories including communication skills, listening skills, problem resolution, and leadership.
Imagepoint, Inc. Knoxville, TN (April 2007 - July 2010)
Senior Financial Analyst
●Worked with members of all levels of organization to streamline and improve departmental, market segment/SBU, and corporate processes to maximize product and installation gross profit.
●Led the monthly close, quarterly forecast and yearly budget process. Completed borrowing base report for lending institutions, results package for Board of Directors, and assisted CFO in preparation of financial presentations.
●Managed all treasury functions of company. Acted as liaison with banking institutions, analyzed and updated changes to short and long-term debt accounts. Ensured Debt instrument changes were properly documented and corresponding changes made to amortization schedules, ledgers, and covenants. Scheduled audits, conducted internal control and regulatory compliance reviews, and completing cash and debt bank reconciliations.
●Implemented training program for SBU Project and Business Managers to provide background in accounting principles and terminology. SBU product gross margins increased by 18% and installation gross margins increased by 23% in 2008.
Houghton International Lafayette, IN (April 2006-February 2007)
Senior Accountant
●Managed month end close, quarterly forecast, and yearly budget process for multiple customer sites.
●Conducted inventory and cost variance analysis, calculating and updating product cost and price changes, accruing, deferring, and reconciling accounts, entering journal entries, conducting cycle counts, and analyzing Trial Balance, P&L, and Balance Sheet reports.
●Duties also consisted of Accounts Payable and Payroll Analysis. This included wage garnishments, tax compliance and reporting, and unemployment claim processing. Also assisted with collection of Accounts Receivables, estimated and managed cash flow, created and billed customer invoices, participated in Six Sigma Training, trained department employees, and ensured compliance of GAAP, Sarbanes-Oxley, and internal control principles.
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