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Business Analyst & Account Manager Resume Example

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BUSINESS ANALYST & ACCOUNT MANAGER
Summary

To obtain a full time position in the field of Finance/Accounting

Highlights
Microsoft Word, Excel, PowerPoint, Outlook § Ability to use Microsoft Access, SAGE ACT, R Studio, ACCTivate § Possessing the basic knowledge of SQL, SAP, and QuickBooks
Experience
Company NameDecember 2014 to CurrentBusiness Analyst & Account Manager
City, State
  • Preparing technical reports by collecting, analyzing, and summarizing sales and inventory data and presenting to vice president § Providing rational budget and purchase order plans according to the sales & marketing report § Analyzing annual sales report and assisting sales & marketing manager to develop the future sales & marketing plans § Determining operational cost and objectives by studying business functions; gathering operational data; evaluating output requirements and formats § Reviewing KPIs on a monthly basis; improving financial status by identifying problems, monitoring variances, and recommending actions to executive management; writing and updating operational procedures § Defining project requirements by identifying project milestones, phases, and elements; forming project team; establishing project budget § Checking customers' credit history with the referred corporations and evaluating customers' information from third party agency; assisting accountant to determine credit limits and payment terms for customers § Investigating the credit hold accounts and assisting accountant to find out the solutions § Maintaining database for customers and suppliers by entering, verifying and backing up data; participating in special projects and ad-hoc analysis as assigned § Performing the controller role through the entire Amazon project; assessing and analyzing the progress of the project; making rectifications specific to different phases § Maintaining business relationships with suppliers and national account customers; monitoring and controlling inventory § Proposing new marketing and sales strategies according to company financial situation.
Company NameSeptember 2013 to December 2014Office Manager
City, State
  • Managing office operations to ensure efficiency and productivity, coordinating and communicating with different departments § Achieving financial objectives by preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions § Designing and implementing office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments; reporting office performance to vice president § Managing relationships with customers, suppliers and contractors; following up on calls and complaints from customers § Designing and implementing data management systems, integrating multiple databases § Collecting marketing data from suppliers, customers and other resources, sorting and analyzing data and reporting to president § Controlling inventory to lower the operational cost and expense; recording office expenditure and managing operational budget Page 2 § Monitoring achievement of sales objectives and key performance; compiling monthly sales statement and summarizing monthly sales report; preparing branch sales' commissions on a monthly basis § Analyzing and organizing work processes and procedures, ensuring all health and safety policies are observed § Maintaining office staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results § Assessing customers' financial status to determine their credit limits and payment terms § Verifying bills from suppliers and assisting accountant to make the payment § Billing customers and assisting accounts receivable to collect payment § Managing petty cash account, reconciling petty cash on a monthly basis.
Company NameMay 2011 to September 2013Purchasing Specialist & National Account Coordinator
City, State
  • Seeking new suppliers according to new product development; negotiating product price with vendors § Generating purchase order and releasing to suppliers; drafting the sales contract and send it to customer; checking purchase contract and sign the contract with suppliers and customers § Inspecting the quality and quantity of the products from suppliers; arranging international and domestic shipments to customers § Accepting claims from customers and analyzing problems to report to the suppliers; maintaining records and files for customers and suppliers § Monitoring and controlling inventories and cost of goods § Generating and analyzing year-end national account customers' sales revenue and forecasting the following year sales trend; reporting § Checking customers' credit history and determine the credit limits and payment terms for customers § Receiving bills from suppliers and assisting accountant to verify bills; processing Accounts Payable paperwork at completion of the check run; preparing wire transfer documents and report to accountant for payment § Recording petty cash activity, reconciling petty cash on a monthly basis § Performing daily-end order closing and billing invoices to customers § Assisting vice president in tracking and maintaining company insurance policies § Preparing all the documents for bidding different projects such as Wal-Mart Store, Inc., Lowe's Companies, Inc., Petco Animal Supplies, Inc.
Company Name
  • online products fulfillment project § H.
  • E.
  • Butt Grocery Company: electric moving equipment project § Wal-Mart Store, Inc.: material handling equipment supporting project § Best Buy Enterprise Services, Inc.: hand brake pallet jack project § Petco Animal Supplies, Inc.: special made pallet jack and hand truck project § Publix Super Markets: super-easy-move pallet jack project.
Education
University of HoustonDecember 2015Bachelor of Business: FinanceGPA: GPA: 3.57Finance GPA: 3.57
Advanced Financial Management; Investments; International Finance; Money, Markets & Institutions; Operations & Supply Chain Management; Business Finance; Statistical Analysis for Business Application; Management of Information Systems; Legal Environment of Business; Financial Planning; Quantitative Methods in Finance; Commercial Bank Management.
Languages
Ability to communicate effectively in both the spoken and written English and Mandarin
Personal Information
U.S. Citizen
Additional Information
  • Working Authorization U.S. Citizen
Skills
accountant, processing Accounts Payable, accounts receivable, ad, agency, basic, Billing, budget, closing, coaching, controller, counseling, credit, data management, databases, database, Designing, detail-oriented, drafting, English, executive management, Finance, financial, Financial Management, Financial Planning, forecasting, hand truck, Information Systems, Inspecting, insurance, inventory, Investments, Legal, Managing, Mandarin, marketing plans, marketing, marketing manager, marketing and sales, Microsoft Access, Excel, Money, office, Outlook, PowerPoint, Microsoft Word, multi-tasking, negotiating, Enterprise, new product development, organizing, pallet jack, policies, presenting, problem solving skills, processes, progress, quality, QuickBooks, Receiving, reconciling, Recording, reporting, safety, SAGE, sales, SAP, scheduling, sorting, SQL, Statistical Analysis, Supply Chain Management, time management, trend, written, year-end
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Resume Overview

School Attended

  • University of Houston

Job Titles Held:

  • Business Analyst & Account Manager
  • Office Manager
  • Purchasing Specialist & National Account Coordinator

Degrees

  • Bachelor of Business : Finance
    Advanced Financial Management; Investments; International Finance; Money, Markets & Institutions; Operations & Supply Chain Management; Business Finance; Statistical Analysis for Business Application; Management of Information Systems; Legal Environment of Business; Financial Planning; Quantitative Methods in Finance; Commercial Bank Management.

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