Accounting Manager A Team
Resume:
Andrew Zimmer
McKinney, TX
**********@*****.***
SUMMARY:
My finance, accounting, auditing and management experience will be an asset in qualifying for the current open position with your company. I am a self-starter, comfortable working on my own as well as leading in a team environment. I can be relied upon to prioritize tasks and delegate as needed and meet deadlines. I believe my work history shows that I am driven to succeed and am always looking for opportunities to grow.
WORK HISTORY:
CSG - Forte Payment Systems, Inc. July 2005 – September 2022
Accounting Manager / Manager, FP&A 3/18 – 9/22
Promoted to Accounting Manager in March of 2018 to lead a team of twelve through a pending acquisition of our company that closed in October 2018. I then worked with Senior Management to hire a new Accounting Manager in August 2019 in order to return to Finance.
In August 2019, I was tasked with and successfully developed a combined bottom up/top-down annual budgeting process working between Senior Management and fifteen individual cost center owners. I then worked with my team and cost center owners to develop a monthly review process in order to update forecast within a three-business day window.
Finance responsibilities included monthly reporting and summaries for revenue and expense variances to both budget and forecast for Senior Management including updating forecasted revenue and expenses monthly based on actual performance. Evaluating revenue, cost and profit opportunities and developing ad-hoc reporting as needed.
Reduced historical monthly close time of 12-15 business days to 4 business days between the months of April and August of 2018 to meet new close deadline due to pending acquisition.
Worked closely with IT to automate manual processes including merchant invoicing, reconciliations and reporting requests and enhancements.
Developed a complex Excel pricing tool for Sales which allowed individuals to quickly price and evaluate revenue and profit margins for potential contracts with merchants and partners.
Collaborated with Sales Enablement to develop annual variable compensation plans for Executive, Sales and Account Management teams.
Financial Analyst / Supervisor 7/05 – 3/18
Responsibilities included preparation, review and distribution of monthly, quarterly and annual reporting and analysis of all business aspects for Senior Management, Sales and banking partners for our ~75,000 customer portfolio. Tracking monthly revenue and expenses at individual merchant, portfolio and company levels, explaining variances and fluctuations to budget and forecast. Re-forecasting revenue and expenses monthly based on actual performance. Evaluating cost and profit efficiencies as needed. Development and maintenance of ad-hoc reporting as needed.
Previous responsibilities included preparation of month end journal entries, review of income statement, balance sheet and reconciliations for month and year end close and our annual audit.
Developed and maintained monthly reporting and analysis for pricing, revenue, cost and commissions structures by revenue stream for individual customers, contract id, and channel customers were signed through such as inside sales, resellers, software providers and government contracts.
Worked closely with IT to automate manual processes including merchant invoicing, reconciliations, reporting requests and enhancements.
Rent-Way, Inc. December 1998 – July 2005
Store Manager: McKinney, TX 2/05-7/05
Relocated to Texas in preparation for a future opportunity in multi-unit management.
Responsibilities included the supervision of all aspects of daily store operations and store staff, including cash and inventory controls, sales growth, collections performance, customer satisfaction, store appearance, ordering merchandise, local marketing, and the hiring and scheduling of store personnel.
Increased store operating profit from 8.5% monthly FYTD to budgeted amount of 26%.
Reduced collections from 13% of accounts outstanding at week’s end to the company standard of 9% or less.
Internal Auditor 5/02-2/05
Responsibilities included visiting three to five store locations per week and reviewing all aspects of operations including, but not limited to: cash controls, inventory controls, and adherence to company policies and procedures as well as manipulation of reported store statistics and performance indicators. Other responsibilities included creating and maintaining a database used for reporting store performance numbers to senior management and verifying the reporting and accuracy of our in-house point of sale system and it’s interface with our accounting software.
Promoted to Management ranks due to my demonstrated commitment to growth and my desire to take on additional responsibilities
Staff Accountant 6/00-5/02
Responsibilities included reconciling monthly bank statements, general ledger and asset accounts, daily wire transfers, month end closings, reviewing monthly financial statements for approximately 150 store locations and helped with preparation for quarter and fiscal year end audits.
Worked with our main banking partner and our internal IT Department to develop a “Positive Pay” for our Payroll and Accounts Payable accounts, greatly reducing the number of fraudulent checks processed through our accounts and creating a much easier way of reconciling accounts.
Promoted to Internal Auditor because of technical expertise and a desire to grow
Senior Associate, Accounts Payable 12/98-6/00
Responsibilities included coding, entering and reconciling accounts payable invoices for approximately 150 store locations and also the billing for a 2,500 vehicle fleet. After being promoted to A/P Senior associate in January of 2000, I was also responsible for the indirect supervision of approximately five associates as a team lead along with supporting the Accounts Payable Manager.
Worked with our Fleet Program Manager, GE Capital, to provide an electronic invoice broken down by expense category and our IT Department to create an interface to electronically enter the invoice, saving roughly 40 man-hours per month.
Country Fair Stores, Inc. July 1996-November 1998
Store Manager/Assistant Manager
In my two plus years at Country Fair, I learned valuable communication and management skills. I supervised four to six employees per shift and later managed a store staff of approximately 30 employees. My responsibilities included all aspects of daily store operations, such as ordering product, merchandising, store appearance, and completing daily and weekly performance reports and budgets. I was also responsible for the hiring, training, and promotion of employees and completing periodic employee performance evaluations.
Successfully completed management-training program in February of 1998 to become one of the youngest personnel ever trained as a manager for the company.
Successfully led the transfer of a franchise operation to a corporate owned location as my first assignment.
EDUCATION:
McDowell High School 1992-1996
Varied Business and Technology classes
Honors Accounting
COMPUTER SKILLS:
Proficient in Microsoft Office applications including Excel, Power BI, Access, Word, PowerPoint, and Outlook. I also have experience with Oracle, TM1 Finance, Salesforce, Workday, Quickbooks and various other computer applications.
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