Customer Service Project Manager
Resume:
J. R. McClendon Adams
Jmadams** at yahoo dot com
Experienced Accountant/Financial Analyst with excellent communication and interpersonal skills who is self managed, excelling in a diverse environment while developing and maintaining effective working relationships. Over 8 years of experience in accounting at leading medical and real estate organizations, with a high aptitude for technological solutions leveraging available use of information to eliminate inefficiencies and peruse large scale issues. Strengths in process management, instituting cost alternatives and variance analysis techniques gained from an experienced background in both the Federal and Private sector. Excellent motivator and trainer, who works to collaborate with other departments and agencies to contribute to the overall organizational vision.
COMPUTER SKILLS
• JDE/Oracle • Cognos SharePoint Hyperion
• Excel (Pvt Tbl, V&H Lkps, Mcrs, IF scenario) • MS Office 2007 Concur/Gelco Sage
EDUCATION and TRAINING
• 2009 - BS, Finance -Walden University
• 2010 - Non-Defense Federal Travel Regulations
• 2011 - Seeking CGFM
- Diversity Training
PROFESSIONAL EXPERIENCE
Peace Corps Washington, DC 1/10-Present
Financial Technician
Recruited from Atlanta, GA as a Travel Specialist, to manage a 15% increase in travel vouchers due to prior experience in managing travel and expense from an auditing standpoint. Executed end-to-end reimbursement functions in the CFO for all HQ travel including managing obligation increases multiple payer sources and JE requests. Assisted in writing desk-level operating procedures while teaming with Financial Systems Analysts to streamline the accounting functions.
• Helped resolve critical control and operational weaknesses creating a voucher tracking process as well as increased customer service and ongoing traveler training.
• Restructured the time-consuming manual process to adapt to the workload challenges to manage the vouchering process to mitigate processing errors, Directed the preparation for travel related budgeting for 8-10 special training conferences throughout the year.
• Reduced operational risks by auditing vouchers were examined for TQSE, TCS, PCS in accordance with the FTR, OFMH, capable of calculating cost-construct for large group travel saving thousands of dollars over the course of busy conference and training seasons.
• Performed cost benefit analysis to review travel requests or explore alternate methods of travel.
Sciele Pharma, Inc. Atlanta, GA 03/07-07/2009
Expense Analyst
Promoted and transitioned through 3 roles in 2.5 years. Initially hired to fill a newly created position under Director of Finance and Accounting to assist with organizing the department and assist with small, project-based accounting and auditing functions while acquiring new portfolio of prescription level pharmaceuticals and distribution contracts. After a significant growth in the department from 12 to 24 finance and accounting staff as well as the merger with Alliant Pharmaceuticals and later, Victory Pharma, was transitioned to provide executive level support three executives, Vice President of Finance, Controller and Director of Financial Reporting to upgrade the document management system and set controls of sensitive information well as compose, edit, send and secure confidential information. Ultimately progressed into Expense Analyst role supporting expense accounting technology (JDE/Oracle 1, Concur and AMEX@Work) to manage travel and expense for 1100 employees. During acquisition by Shionogi Pharma was granted signing authorization to approve travel expenses because of the understanding of priorities to detail and estimate spending from numerous data sources aiming to control budgets and allocate spending during financially strict periods. Because of extensive analysis in spend trends and anomalies was able to delineate expense sources, eliminating fuel purchase cards as well as recover an estimated $20K in rebates, $60K in cash back rewards, while allowing users to gain benefits for individual use.
• Responsible for all travel related expense accounting functions such as GL reconciliations and journal entries; Using several data sources to calculate variances, reallocate funds, ensure travel card compliancy as well as submitting recommendations for the approval of funds requests.
• Worked on reconciling Master AMEX against the 21 sub-accounts monthly for prompt payment as well as performing various vendor audits to monitor cost and completion, expense reporting for finance executives and mid-level managers
• Created and executed data and system analysis to resolve issues, strengthen internal controls, and enhance performance utilizing JDE/Oracle Financials, Concur expense reporting system and AMEX travel card reporting system
• Provide technical and reporting assistance using basic SQL language to create queries to create reports in Excel to perform financial analysis and monthly reconciliations.
• Acted as corporate liaison for questions regarding T&E policy and procedures and performed training on T&E management.
• Set negotiation conditions when reviewing proposals for purchasing equipment or services under $10K.
• Acted as Staffing and Benefits liaison to support the Finance department with guidance regarding human resource questions in reference to staffing classification, PTO, employee relations and problems at the request of both management and staff during growth in the department that doubled within the year.
• Developed SharePoint site to promote effective coordination of the records management instituting the conversion from paper to electronic data, organizing documents for searches, creating priorities and setting up access requirements.
• Served as the purchase card holder to manage and allocate office supplies including large office equipment real estate leases as well as continued support for the department in areas of accounting and auditing.
AmeriCorps, Hands On Atlanta Atlanta, GA 10/06-03/07
Americorps NCCC Project Manager
Volunteered with state-side community Provided planning and coordination to engage residents in self-sufficiency; utilizing corporate and community volunteers to put on projects for the betterment of the East Lake Meadows housing project revitalization which created the Meadows of East Lake from the Cousins Foundation. Developed contacts from community partners such as Wachovia, Washington Mutual, Goodwill, Atlanta Urban League, Georgia Department of Labor (GDOL), and Consumer Credit Counseling Service (CCCS) along with other local and national assistance agencies.
• Provided financial education, personal budgeting and job placement assistance utilizing community volunteers
• Motivated and organized over 150 volunteers over the course of 5 months for various community events to participate in special events that include holiday fundraisers, tutoring projects, health awareness fairs, computer training and educational tours.
• Surveyed and assessed resident’s needs for continuous improvement to help set developmental goals through various methods for reporting to grantors such as the Cousins Foundation, AmeriCorps State grants and other State/Federal funding sources.
• Provided individual and group instruction to teens about the facts surrounding financial aid, assisted with college applications, internships, summer jobs and homework. Partnered with Jr. Achievement for financial education to elementary and middle school aged children.
• Wrote and published the Summer Internship Handbook, handbook on file with the Villages of East Lake in the Mercy Housing office and on hand at Hands On Atlanta, citing opportunities for youth within non-profits, state and local government agencies, retail establishments and select community partners to give high school and college students with viable skills to further their education and future employment.
GMAC Commercial Mortgage (GMACCM) Atlanta, GA 05/05-07/06
Portfolio Analyst
Paid out of contact as a project accountant, to front-line commercial mortgage account review looking at simple factors in payment history to creditors and leaseholds prior to delinquency, allowing GMACCM to determine a window of opportunity within a company’s ability to remain successful within their market. Hired as a Portfolio Analyst to report and remit loan analytics to investors regarding a $450M commercial mortgage portfolio via monthly conference call presentations for Commercial Mortgage Backed Securities (CMBS) portfolio management. Was the front-line analyst committed to reducing delinquency by conducting analysis by reviewing income statements, lease summaries and credit information from several different sources to needed to forecast loan default to begin or restructuring loans during company's window for greater success out of bankruptcy. Contracted to perform project accounting during high volume in loan delinquency to
• Reduced the rate of bankruptcy by performing various property and business valuations using historical property tax payments and appraisals, quarterly financial statements as well as Articles of Incorporation and other pertinent legal and financial documents to determine financial stability prior to the event of mortgage delinquency
• Established ongoing support by instituting forced placed insurance, property tax forwards by regularly reconciling property tax payments and escrowed funds.
• Provided project accounting by calculating fair value for government annexes, calculating the amounts for loan restructures, foreclosures as well as the sale of property and or the entire business.
• Developed excellent skills in reporting and using financial analyses methods to review Income Statements, Balance Sheets and Cash Flow statements to assist asset managers in performing commercial business valuations with heavy reliance on macros, pivot tables and various lookups in Excel.
American Medical Receivables Atlanta, GA 12/04-5/05
Accountant/Office Manager
Stood in for the Office Manager for a small DME company in which I took over the creation in setting up the QuickBooks Chart of Accounts. Revamped the receipt of billable services by working with Microsoft Small Business Solutions to allow for data to be uploaded into EDMS and exported to Excel for reporting.
• Oversee the spending of money to manage payables and receivables.
• Perform GL posting. Familiar with GAAP regulations. Assist with month end closing.
• Payroll skills include entry and time verification of payroll data. Assist with payroll tax reporting and remittance.
• Managed receivables by verifying and posting accounts receivable transactions to journals. Followed procedures for processing receipts and cash etc. Establish payment plan or other process for payment of delinquent accounts. Excellent follow up with customers on established payment plans. Prepared and delivered bank deposits.
• Managed office relocation without disturbing billing deadlines, staff efficiency or creating customer service issues.
Accredited Home Lenders Alpharetta, GA 06/03-11/04
Account Manager
• Maintained detailed reports on Excel and Access for sales management, profitability, budgeting and expense reporting for sales executives.
• Processed up to 30 lending packages per month which included: consumer credit analysis, utilizing tri-merge credit reports, income documents including income tax documents and banking and retirement account statements all in accordance to underwriting guidelines to set funding conditions or stipulate required documents and manage timely closings. Familiar with DL/UP, Fannie Mae and Freddie Mac, and A-C grade mortgage underwriting.
• Managed pipeline for 2-3 sales executives, providing assistance in developing marketing strategies
Administrative Assistant
• Provided benefit orientation and set up for new employees and H/R functions such as new hire orientation benefit consultation and termination.
• Scheduled meetings and travel arrangements, and planned social and business events.
Dunbar Recruiting Services Atlanta, GA 03/02-05/03
Medical Accounting Specialist
(Contracts) Atlanta Plastic and Reconstructive Surgery Consultants
Breastcare Specialists, LLC
Pediatric Services of America
• Developed and implemented organizational policies and procedures for the facilities.
• Research and resolve complex EOB denials to recover funds aged over 180 days.
• Provided corrective medical billing for various specialties including OBGyN, Skilled Nursing, Oncology, and general practice.
• Extremely knowledgeable with Medicaid, Medicare, BCBS and Tricare/CHAMPUS.
Mount Vernon Ob/Gyn Atlanta, GA02/01-02/02
SR. A/R Specialist
• Collected over $30,000 in prior year medical claims allowing the practice to purchase Osteoporosis testing equipment to offer larger range of services
• Provided accounting duties such as bank reconciliation using Peachtree accounting software.
• Performed medical billing and coding for a portfolio of 1 million dollars in revenue for an aging over 240 days.
• Performed complex cash posting amongst servicers and providers.
• Performed routine Insurance and Patient collections.
Atrium Living Centers Sandy Springs, GA 1/99-01/01
Accounting Specialist
• Billed and collected Medicare, Medicaid and commercial insurance for 7-10 skilled nursing facilities with occupancy of 50-150 hospice and skilled nursing clients.
• Created a monthly billing schedule and weekly billing packets along with weekly logs for billing PT, OT, and ST; pharmacy billing; and ancillary products.
• Eliminated an elaborate data entry process, to increase the allocation of time for collections instead of corrections and rebilling by 30%.
Contact this candidate