Customer-focused professional with a successful 30-year career in the accounting and finance sector. I am a dynamic professional who applies customer care and Problem solving in a busy business environment.
Overview
42
42
years of professional experience
Work History
Senior Accountant
MARS Snack Foods
07.1974 - 05.2004
Prepared monthly journal entries and reconciliations.
Reconciled accounts and created documents for monthly closure procedures.
Completed year-end closing processes with controllers and external auditors.
Reviewed documents and accounts for discrepancies and resolved variances.
Updated general ledger with latest entries.
Reviewed budgets and communicated discrepancies to senior management.
Reconciled balance sheets and streamlined best practices for balance sheet processes.
Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
Evaluated and improved financial records to make important business decisions.
Contributed to hiring, training and development of accounting teams.
Reviewed business operations and obligations to help organization function at acceptable level.
Assisted team members in transitioning to new system through extensive training and one-on-one support.
Partnered with auditors to track errors and add contributions to maintain accuracy.
Assisted in upgrade and conversion of in-house financial systems.
Expedited payroll and invoicing by streamlining billing systems.
Leveraged finance knowledge to strengthen controls and improve transparency.
Oversaw accounting team in servicing diverse clients.
Recommended strategies to expedite filing projects and annual reporting.
Directed accounting team in timely reporting of finances for diverse client businesses.
Researched technical tax issues to define tax effect or impact of certain tax positions.
Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Cooperated with senior leaders to create operating budgets and initiate financial planning.
Compiled general ledger entries on short schedule with 100% accuracy.
Trained new employees on accounting principles and company procedures.
Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Used accounting software to issue tax returns and prepare consolidated reports.
Collected and reported monthly expense variances and explanations.
Maintained integrity of general ledger and chart of accounts.
Tracked funds, prepared deposits and reconciled accounts.
Provided journal entries and performed accounting on accrual basis.
Prepared working papers, reports and supporting documentation for audit findings.
Liaised with clients regarding financial plans and objectives.
Signing Supervisor
Sears Corporate Headquarters
01.2009 - 04.2016
Established team priorities, maintained schedules and monitored performance.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Assisted in organizing and overseeing assignments to drive operational excellence.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Cashier
West Suburban Currency Exchange (part Time)
06.2000 - 08.2002
Greeted customers entering store and responded promptly to customer needs as the night time Manager.
Performed daily audits and inspections.
Manually verified with the Secretary of state for customers who were in need of issuance of yearly license plate sticker.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Customer Service Representative
First Card (Part Time)
09.1998 - 06.2000
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls with minimal wait times.
Answered customer telephone calls promptly to avoid on-hold wait times.
Updated account information to maintain customer records.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Offered advice and assistance to customers, paying attention to special needs or wants.
Tracked customer service cases and updated service software with customer information.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Educated customers about billing, payment processing and support policies and procedures.
Followed up with customers about resolved issues to maintain high standards of customer service.
Exhibited high energy and professionalism when dealing with clients and staff.
Investigated and resolved customer inquiries and complaints quickly.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Utilized customer service software to manage interactions and track Collections from existing customers.
Education
Bachelor of Science - Business Administration And Finance
Rosary College
River Forest, IL
05.1987
Associate of Applied Science - Business Administration
University of Illinois At Chicago
Chicago, IL
05.1969
High School Diploma -
Immaculate Heart of Mary
Westchester, IL
05.1967
Skills
Customer Service
Budget Management
Process Improvement
Business Development
Project Planning
Business Administration
Schedule Management
Human Resources Management
Staff Management
Cost Control
Revenue Forecasting
Employee Development
Goal Setting
Problem Resolution
Business Planning
Negotiation and Conflict Resolution
Documentation and Reporting
Customer Relationship Management
Employee Coaching and Mentoring
Training and Development
Professional and Courteous
Administration and Reporting
Team Development
Financial Management
Teamwork and Collaboration
Timeline
Signing Supervisor
Sears Corporate Headquarters
01.2009 - 04.2016
Cashier
West Suburban Currency Exchange (part Time)
06.2000 - 08.2002
Customer Service Representative
First Card (Part Time)
09.1998 - 06.2000
Senior Accountant
MARS Snack Foods
07.1974 - 05.2004
Bachelor of Science - Business Administration And Finance
Rosary College
Associate of Applied Science - Business Administration