Customer Service Specialist

**** *. ********* ***

Denver, CO *****-****

H 303-***-****

C 303-***-****

*********@***.***

JEFFREY GOLDSTEIN

PROFILE

Denver native, married for 51 years, 2 daughters, 4 grandchildren. Have been gainfully employed since the age of 16. Love my family, dogs and computers. Am physically active and a vegetarian. EXPERIENCE

INTERNAL ACCOUNTANT, CPE COORDINATOR, RECEPTIONIST, CBIZ MHM, LLC, DENVER, CO — 1998-2024

I just left CBIZ, where I was the receptionist for the Denver office, as well as the CPE Coordinator . I answered phones, processed payments, worked with staff and clients and scheduled appointments using AgilQuest soft- ware. I also processed FedEx and Quicksilver invoices. I have performed AR and AP for the Denver and Salt Lake City offices. I have also assisted with the Denver PR in the past. Customer service for co-workers, as well as clients and vendors. Report generation and creation and AR reconciliation for Controller, Directors, co-workers and clients (both Offices). AR applications (checks and credit cards) and adjustments for both offices using Lockbox and CPA and Practice Engine software, AP using GL coding to send to our Corporate headquarters, as well as using a Procurement Card in order to pay invoices internally. Have developed a good relationship with both exterior clients, clients and vendors. To my knowledge, I have worked the longest of any other CBIZ employee. ACC0UNTING/BOOKKEEPING, ACCOUNTEMPS, APPLE ONE, PACIFICARE — 1997-1998 Temporary positions at Pacificare, Resources Trust, Sienna Imaging, Pioneer Drama and Dr. Robert Wright. Membership Account Services Specialist with Pacificare - contract entry, eligibility, account reconciliations, reports, customer service.

PRESIDENT/OWNER, VOGUE FLOWERS — 1975-1996

Job responsibilities consisted of overseeing daily activities, hiring, managing 8 employees, buying, sales, floral designing, delivery, flower processing, customer service, telemarketing, AR, AP, PR, bank reconciliation, sales tax and quarterly tax preparation.

EDUCATION

University of Colorado, Boulder, CO — Bachelor of Music Education, 1974 SKILLS

Proficient in Word, Excel, Outlook, CPA Software, Practice Engine, CaseWare, ShareFile, Quicken and Quick- Books. Have some experience with Access, Oracle, Chameleon and Great Plains (Dynamics). Am very com- fortable using a computer and have a great deal of customer service, telemarketing and problem solving experi- ence, detail oriented.

REFERRALS

Available upon request.