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Customer Service Manager

United States
August 14, 2012

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To obtain a challenging position that allows professional growth and provides the opportunity to utilize my analytical, leadership and organization skills.


**/** – Present AAA Allied Group

Manager, Accounting – Miami Valley Region

• Perform accounting duties and processes for the Miami Valley region.

• Undergo daily, weekly and monthly review of financial data in preparation of the overall company’s income statements and balance sheet.

• Reconcile bank statements.

• Prepare and post journal entries.

• Administer systems such as JPMorgan Chase Access, PNC ActivePay and other various web based applications.

• Administer region’s procurement card program.

• Reconcile American Express Traveler Cheque purchases and resolve settlement discrepancies with American Express and District Office support teams.

• Order departmental supplies.

• Support front line with applications needed to perform duties.

• Assist and advise processes with end users and accounting department to continue a smooth transition of the club merger between AAA Miami Valley and AAA Allied Group.

• Supervise employee in travel accounting department.

02/2002 – 12/2012 AAA Miami Valley

Manager, Accounting/Inventory Control

• Provide general direction and leadership in managing, controlling, and reporting financial data.

• Manage staff of four in areas such as general accounting, accounts payable, accounts receivable, fixed assets and travel accounting.

• Prepare and report actual to budget figures and research and communicate variance explanation.

• Review and prepare monthly account reconciliations.

• Review and update account accruals and allocations.

• Coordinate and analyze budget for accounting department and assist district offices and support departments with annual budget preparation.

• Compile and present final budgets to department heads and provide ongoing monthly reports to explain performance.

• Monitor and reconcile inventory to include supplies, consignment, and prepaid inventory.

• Administer procurement card program.

• Research and resolve discrepancies in regards to customer accounts and subsidiary ledger accounts.

01/2000 – 02/2002 AAA Miami Valley

Travel Accounting Supervisor

• Managed staff of three, maintained subsidiary ledger, and ensured accuracy within the database for reporting and forecasting travel revenues.

• Interfaced invoices from a front room system to the travel accounting system.

• Prepared close out by applying and balancing accounts payable, receivables, and commission receivables and transferring this data to the general ledger accounting system.

• Analyzed travel bookings to forecast future revenues.

• Prepared and calculated monthly agent incentives, corporate billing statements, and office productivity.

• Provided customer service to all management and travel agents by editing invoices, creating reports and fulfilling specified requests.

06/1999 – 01/2000 Roberds, Inc.

Senior Accounts Receivable Specialist

• Created and posted journal entries in relation to accounts receivable.

• Balanced multiple accounts receivable reconciliations.

• Reviewed credit aging.

• Prepared monthly write offs.

• Monitored the distribution and use of gift certificates.

09/1997 – 05/1999 Wealth Strategies, Inc.

Corporate Service Manager/New Business Manager

• Supervised the service assistants for in house and outside representatives of investments.

• Responsible for ensuring client satisfaction and resolving client complaints.

• Assisted accounting in calculating, distributing and inquiries concerning representative commissions.

• Created and tracked representative incentive programs.

• Processed all new monies for investments, verifying all documents were completed accurately and tracked funds through until invested.

1995 – 1997 Roberds, Inc.

Senior Accounts Receivable Specialist

• Worked independently on accounts receivable reconciliations.

• Recorded accounts receivable journal entries, and balanced all daily business.

• Monitored and updated spreadsheets for the Ameritech cellular phone purchases, recorded adjustments, charge backs, and residuals for contracts.

• Provided customer service and departmental credit card inquires and disputes.

• Assisted in the opening of the Cincinnati Grand Store.

1994 – 1995 Roberds, Inc.

Finance Department

• Reviewing completed credit applications and inputting into the Bank One system for credit approval.

• Acted as a liaison between Bank One and customers concerning approval decision.

• Assisted as cashier for sales and returns and processed paperwork for special orders, price adjustments, and credit memos.


• Developed and implemented departmental policies and procedures such as employee cash checking, check acceptance, travel accounting logs, point of sale close outs, and account reconciliations.

• Automated processes to reduce manual entries by utilizing integration modules for fixed assets, procurement card transactions, deposit close outs and payroll through ADP and Paycor.

• Implemented and administers a procurement card program for executives, managers, supervisors, travel agents and accounts payable vendors.

• Reduced company expenses working with a third party cost containment team by reviewing and bidding print jobs, office and janitorial supplies, and telecomm.

• Completed projects of software enhancement upgrades.

• Completed integrations of POS club software due to club merger.

• Completed team project of converting travel accounting systems due to club merger.


09/2006 – 12/2011 Park University Cum Laude

• Bachelors of Science in Business Management

Principles of Accounting I

Principles of Accounting II

Cost Accounting

Ethics for Accountants

Business Income Tax

Individual Income Tax

1993 West Carrollton High School Diploma


• ADP EZ Labor

• Crystal Reports (Report Writer)

• Frx (Report Writer)

• Kwiktag

• Microsoft Dynamics (Great Plains)

• Microsoft Excel

• Microsoft Outlook

• Microsoft Word

• Point of Sale


• Association of Certified Fraud Examiners Conference 2008

• Dale Carnegie leadership training 2008

• Management and Leadership skills for supervisors and managers 2007

• Microsoft Excel – New Horizons

• Microsoft Outlook – New Horizons

• National Association of Procurement Card Professionals Conferences 2006-2008

• Use tax seminar 2007


Association of Certified Fraud Examiners 2008 – 2012

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