Managerial Staff Resume Example

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(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Seasoned financial and accounting representative with more than 23 years of experience in fast-paced customerservice. Excellent analytical and communication skills. Track record of achieving exceptional results in clientretention and customer satisfaction.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
, Expected in Bachelor of Arts : - GPA : Political Science United States HistoryAug 2007University of Colorado - Boulder, COPolitical Science United States History Review of client interactions which include customized coaching sessions Classes in client retention, trade accuracy, anti-bribery training, ethics Professional phone skills training Professional public speaking training (Toastmasters) Grant writing experience Professional Tax Certification from H & R Block Tax Professional Program including: -30 hours of certification credit in Investment Income -21 hours of certification credit in Tax Return Preparation - 6 hours of certification credit in Business Credits - 3 hours of certification credit in Ethics - 3 hours of certification credit in Amended Tax Returns
Work History
, -
Bickford Senior Living -
Overland Park, KS, 01/2015 - 06/2016
  • Answer clients' questions about the purposes and details of retirement plans and strategies via inbound calls.Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.Interpret for clients information such as investment performance reports, financial document summaries and investment questions.Enroll clients in retirement savings plans and disburse funds from accounts in the form of loans, withdrawals and roll overs.Conduct discovery to gain relevant financial information from client and recognizes opportunities to expand or deepen client relationship.
  • Key Accomplishments:-Met and exceeded call metrics for participant service center for average handle time, schedule adherence, errors, and Foresee scores Recognized with special awards for reporting metrics to my team members and collaborated with team on ways toimprove team metrics.
Bickford Senior Living - Managerial Staff
Midland, MI, 01/2010 - 06/2011
  • Business Complex servicing over 3,000,000 visitors to Rocky Mountain National Park Full charge processing of all accounts receivable Management and audit of all payment system accounts (Visa, MC, Discover, American Express) Reconcile bank balances; record general ledger entries Full Payroll Processing Employee and Sales Tax Preparation Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
  • Key Accomplishments: -Streamlined spreadsheet to digital process for payroll records-Audit and resolution of ongoing employee tax discrepancy resulting in a $10K tax savings to the corporation-Created more detailed income and expense reports for each business.
H & R Block - Tax PreparerOct
City, STATE, 01/2000 - 05/2003
  • Seasonal employmentPrepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Key Accomplishments:-Earned bonus each season for exceeding fee revenue goals-High client retention rate-Moved from completing individual returns to small business and farm returns.
Glassblowers Of Estes Park, Inc -
City, STATE, 01/1990 - 11/2007
  • Retail Glass Art Business Small Business Owner/Operator for 19 Years Daily Operations/Sales Scheduling and Management of 20 Employees Key Accomplishments:-Grew business from first year sales of approximately $50K in 1990 to over $900K in 2007-Became a bestselling vendor for QVC in 1996-Creation of 20 jobs in the areas of manufacturing, shipping, and retail sales.
Habitat For Humanity - Colorado SpringsEstes Park Swim Club Board Member - TreasurerBoy Scouts of America - Committee Secretary
accounts receivable, Art, Business Owner, coaching, credit, client, clients, documentation, expense reports, financial, Analyze financial information, financial planning, forms, frame, funds, general ledger, Grant writing, mail, money, payroll, Payroll Processing, public speaking, Express, reporting, Retail, retail sales, Sales, Scheduling, shipping, spreadsheet, Tax, taxes, Tax Return Preparation, Tax Preparation, prepare tax, Tax Returns, phone skills
Additional Information
  • Licenses Series 7 LicenseSeries 63 License
  • Volunteer Work Habitat For Humanity - Colorado SpringsEstes Park Swim Club Board Member - TreasurerBoy Scouts of America - Committee Secretary

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    • Bachelor of Arts

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