Mr. David L. Carson Sr., M.B.A. 704-***-**** **************@*****.***
Professional Aspiration
Multi-skilled professional looking for a long-term career opportunity in the areas of Accounting, Finance, Operations, Education, Training or Management
Systems and Technical Experience
Microsoft Office Suite, QuickBooks Online and Desktop, Workday, Lawson, Service Now, Fuse, Workbench, SAP, AS400, Dynamics, Sharepoint, Management Reporter, Crystal Reports, Etc... Professional Consulting/ Contract Experience
Business Development Manager, Nexa Mortgage
January 2025 – Current
● Advertise, solicit, and provide loan officers with live mortgage leads
● Pre-Qualify new leads for mortgage pre-approvals Appliance Sales, Lowe’s Home Improvement
June 2024 – Current
● Sell, stock, load, clean appliances at store 2750 in Troutman, NC
● Learn and educate customers regarding new and helpful appliance features Accounting Consultant, Carolina Excavation LLC
July 2023 – March 2024
● Reconciled bank accounts via QuickBooks online
● Daily Accounts payable and receivable
● Month end journal entries
● Liaison between tax firms and leadership teams for quarterly and monthly audits
● Advised leadership on budget and forecasts
● Researched any potential savings through changing methodology Project Consultant/Manager, Bridgford Foods
November 2022 – April 2023
● Partnered with the General Manager of Food Services to learn all aspects of the operation of the food plant including but not limited to: Production, HR including payroll, Finance, Marketing, and Inventory Management
● Achieve company objectives in sales, service, quality, the appearance of the facility, and sanitation/cleanliness through training of employees and creating a positive, productive working environment
Margin Accounting Specialist (Contract), Lowes Corporation/Beacon Hill Staffing November 2021 – October 2022
● Responsible for the daily administration, tracking, accrual, and collection of vendor funds
● Manage the relationship with the assigned merchant categories
● Attend weekly merchant staff meetings and quarterly SOX compliance meetings
● Assist in financial process flows by analyzing non-standard purchase and sales agreements for potential GAAP issues
Mr. David L. Carson Sr., M.B.A. 704-***-**** **************@*****.*** National Trainer Consultant – Samsung Appliances, AMS Retail Solution September 2018 – November 2019
● Deliver high-impact educational product, sales, and brand content in person and through remote delivery methods to include video and webinar tools that will enhance internal and external knowledge
● Conduct live product seminars and sales training for formal and informal settings in partnership with internal sales contacts to achieve their goals
● Conduct product training and support at trade and road shows, special events and other events as requested
Additional Professional Experience
Credit Specialist, United Rentals
November 2020 - November 2021
● Provide patient credit balance follow-up/resolution functions for assigned Centers/Practices
● Complete reviews of billing system as well as any applicable insurance remittance advices, patient payment detail and applicable Center/Practice payor grids
● Document all follow-up efforts in billing system for clear and concise identification of any identified issues and steps taken to resolve said issues Accounting Technical Consultant, CMI Solutions
March 2019 - March 2020
● Provide clients with Microsoft Dynamics SL training and support
● Work with clients on custom software training and support
● Managed the documentation process on implementation and training procedures for Petro Cycle accounting software for the movement of fuel
● Create, design, and distribute Financial Reports via Management Reporter and Crystal Reports Accounting and Tax Instructor, Penn State Greater Allegheny Pittsburgh, PA January to 2018 - September 2018
● Taught courses in the discipline area of accounting and tax
● Developed and designed curriculum plans to foster student learning, stimulate class discussions, and ensures student engagement
● Provided tutoring and academic counseling to students, maintains classes related records, and assesses student coursework
● Collaborated with colleagues regarding research interests and co-curricular activities Past Careers & Companies
Senior Accountant @ Rolls Royce, Internal Auditor @ Value City Furniture, Accounting and Math Instructor @ Columbus State Community College and Erie Business Center, Night Auditor @ Marriott, and Teach math and coach basketball @ AUSY drop out recovery high school to name a few… Education
Ohio Dominican University, Columbus, Ohio
Master of Business Administration 2004 - 2006