Customer Service Sales

JON DAVID LOCKWOOD

Phone: 510-***-****

Email: ***********@*****.***

Aps: Microsoft Office including Access, Excel, Sharepoint, Salesforce.Com, Project, Powerpoint; Winfast spreadsheet, Quickbooks, Cognos Data Warehouse, Business Objects Crystal reports, JD Edwards ERP, Prophix Forecasting, Taxwise, AS 400 and Peoplesoft.

Professional Experience

Audit Accountant, Nelson & Associates, Emeryville, CA (Contract) March 22, 2012 – June 1, 2012

• Assisted in getting Lithium Software ready for their internal Audit especially with Revenue recognition with Software packages using Quickbooks and Salesforce.com.

• Processed new Sales orders and scheduled into Quickbooks.

• Monitored maturing loans, Outstanding AR over 90 days and sent out notices to Sales teams.

Data Enrollment Specialist, Nelson & Associates, Berkeley, CA (Contract) Nov 2011 – Dec 2011

• Handled 2012 Open Enrollment Benefit processing for New Year 2012 including Kaiser and Health Net

for Berkeley Unified School District in the Risk Management Benefits Dept.

• Data entry of Over 200 pages of Benefit tables into CSS Accounting program to help automate

Budget projections.

• Helped to troubleshoot technical problems and provide customer service to management and employees.

Accountant, Blaze-N-Skyy Pet Boutique, Asheville, NC Nov 2006 – June 2011

• Created Product reports, Monthly and Annual Financials & Tax reports using QuickBooks and Excel.

• Responsible for Accounts Payable & Receivables along with Internet Sale orders including shipping and

receiving with Paypal, Ebay orders, Store Internet Site and Etsy. • Weekend Retail and Holiday sales including customer service.

Credit Analyst , Pisgah Community Bank, Asheville, NC (Contract) May 2010 – Dec 2010 Pisgah Community Bank is a small bank lender with over $150 million loans outstanding to small and medium businesses in Western North Carolina with emphasize on relationship banking.

• Assisted with litigation requests with Interim CEO to help turn around bank especially with REO

properties.

• Assisted with action plans for problem loans along with FASB 114 reports.

• Underwrote new loan write ups, renewals and monitor charge-offs.

• Gathered financial requirements from clients including insurance, Accounts Receivable Agings,

Financial Statements and credit reports.

Accounting Assistance, Great Eastern Sun Trading Company, Asheville, NC June 2008 – Nov 2009 Great Eastern Sun is an Asian food distributor of Macrobiotic health products and the largest producer of Miso in the United States.

• Managed payables and receivables for vendors and customers with expertise on chargeback and

processing into QuickBooks Pro.

• Summarized working capital reports and helped with month end close for Accounting.

International Analyst, Dollar Thrifty Automotive Group (DTG), Tampa, FL June 2003 – Nov 2007 DTG have over 1000 corporate and franchise locations worldwide for car rental. The company has over 8,500 employees and had $1.66 billion in revenues FYE 2006.

In charge of $140M International Tour forecast for visitors from foreign countries to the United States. Managed $8M spending Budget for International Administration, Latin America, Caribbean, Africa, Asia, Europe, Middle East and United Kingdom.

• Used Cognos to Pull data and create reports for sales management.

• Trained International Sales Managers to use Prophix software for forecasting and collected variance explanations for Accounting department.

• Help with any Ad Hoc requests from management or sales staff including International financials, Forecasts for Cars to assist fleet management for planning especially for Tour operators.

Associate, Silicon Valley Bank, Santa Clara, California Feb 1998 – Nov 2002 Corporate Office for lending in technology, life-science and wine industries serving over 9,500 emerging growth businesses. Silicon Valley bank has over 27 regional offices across the United States with approximately 1,000 employees and $2 Billion in loans outstanding.

• Managed $100 million in dominion loan portfolio in Commercial Finance Department consisting of

20 technology companies with lockbox service. Partnered with a Relationship Manager handling medium credit risk companies and managing working capital loans.

• Supervised credit analysts for loan advances and ensure accuracy of end of day balances.

• Helped relationship managers, underwrite new loans including renewals, variances and action plans.

• In charge of compliance and credit files for government and KPMG audits for loan documents, financial reporting, articles of incorporation, intellectual property liens, compliance certificates, Letter of Credits, Accounts Receivable borrowing bases, overdraft and AP reports.

• Calculated monthly covenants and remaining month liquidity testing on accounts.

• Helped write loan committee minute summaries along with providing data for annual and 10Q report

for loans.

• Team award for highest increase in Investment Portfolio balance over three-month time period.

Education and Professional Development

SAN JOSE STATE UNIVERSITY, San Jose, CA

Bachelor of Science degree in Business Administration – Finance Minor in Human Performance Movement Science

Volunteering: San Francisco Women's Building Board of Directors with advise on Investment Planning & Forecasting.

AARP Tax Program Volunteer helping to file Free 1040 and 540 filings for Federal and California Personal Taxes for Elderly and Families.

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