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Customer Service Financial Analyst

Location:
Dayton, OH
Posted:
June 05, 2023

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Resume:

William Courter

adxiu8@r.postjobfree.com 330-***-****

Canton, OH 44714

SUMMARY

Versatile Accountant adept in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive and diligent.

SKILLS

Accounting principles understanding

Private Co. Accounting Experience

Cost and budget analysis

Excel, Word, Outlook, PowerPoint, Shoptech (E2)

Supervision

Strong Organizational Skills

Good Communication

Reporting and Analytical Skills

MRP-Software Experience

GAAP Accounting, Taxes, PR,AP, AR, WIP

Budget preparation and forecasting expertise

Project organization

Problem resolution

Asset Management ROI

Report writing

EXPERIENCE

Chief Financial Officer

Tek Group International, Inc. Canal Fulton, OH April 2007 - March 2020

Secured business financing through SBA, Machinery Financing, Private Banks, Investment Groups

Monitored business trend forecasts, adjusting budgets and operational plans to maximize growth and opportunities.

Completed analysis of company financial data and produced industry reports outlining metrics and results.

Evaluated departmental performance and developed improvements to key operations.

Oversaw budgetary and financial activities and implemented strategies to grow business and profits.

Reviewed daily financial reports and reconciled accounts to keep information current and accurate.

Organized and oversaw capital improvement projects to maintain business viability.

Crafted and monitored internal control systems.

Implemented a real-time ERP system to track daily manufacturing

Established standards for job costing for labor DM and overhead

Financial Analyst

Altercare of Ohio Navarre, OH June 2001 - December 2006

Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses.

Determined and tracked budget expenses with accuracy and transparency.

Analyzed financial data to identify financial trends, patterns and strategy and compiled information into reports.

Generated reporting packages for areas such as business performance results.

Supported accounting department during monthly closings.

Reviewed costs, expenses and revenues associated with construction projects.

Compiled and provided informational spreadsheets for tax purposes.

Controller

Willison Industries, Inc. Akron, OH January 2000 - April 2001

Prepared monthly financial statements, coordinated annual audits and facilitated preparation of Consolidated Annual Financial Reports (CAFR).

Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities.

Updated billing procedures to improve overall efficiency and reduce accounts receivable.

Prepared and presented annual fiscal and business plans.

Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.

Compiled, prepared, and filed federal and state tax returns in compliance with regulatory standards.

Managed cash flows to optimize year-end tax benefits.

Provided timely actuals, forecast, and budget data for IT and corporate management.

Managed accounting, payroll, and financial reporting activities.

Accounting Supervisor

Ohio Cast Products,Inc. Canton, OH January 1995 - December 1999

Approved cash disbursements by verifying check amounts against invoices and authorized checks and wire transfers.

Selected, trained, assigned, scheduled and coached employees and communicated job expectations.

Approved ledger entries by auditing transactions.

Supported annual audits by providing information and answers to auditors.

Evaluated employee job performance and motivated staff to improve productivity.

Automated office operations, managing client correspondence, payment scheduling, record tracking and data communications.

Accountant Intern

Nicholas J. Pace CPA Canton, OH January 1986 - April 1994

Prepared journal entries for review and corrected any identified errors to maintain integrity and accuracy of accounting system.

Represented clients in interaction with tax authorities and provided knowledgeable litigation support to resolve financial issues.

Assessed accuracy, completeness and integrity of corporate financial records.

Delivered superior level of customer service to all small business clients.

Maintained accurate accounts for cash, fixed assets and other transactions.

Assisted clients in determining business strategy and achieving profitability goals.

EDUCATION AND TRAINING

Some College (No Degree): Business Administration And Management

Ohio State University Columbus, OH

Some College (No Degree): Accounting And Finance

Kent State University Kent, OH

Some College (No Degree): MCMP Management Program

Malone University Canton, OH



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