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QuickBooks Accountant Resume Example

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QUICKBOOKS ACCOUNTANT
Summary
  • Co-Manager successful at propelling new retail store to lead revenue in the district within 6 months. Experienced co-manager of teams of up to 20 staff.
  • Outside-Sales Representative handling $500,000 in sales revenue across 3 states, including Colorado, New Mexico, Arizona.
  • Energetic Sales Representative accomplished in Construction/ Medical sales. 20+ year career history marked by numerous sales awards. Desire to pursue new position with room for advancement.
Highlights
  • PGAS
  • Flow Cal
  • DART
  • VMA
  • PCMS
  • DWG True View 2014
  • SAP
  • QuickBooks
  • Word Perfect
  • Mindjet Mind Manager 15
  • Microsoft Windows 7, 8
  • Microsoft Office Professional Plus 2010, 2014
  • Silverlight: Word, Access, Excel, Outlook, PowerPoint, Publisher, Lync, Media Player, Visio
  • Adobe Reader X
  • MAC / I Phone
  • Keyboard @ 90 wpm
Accomplishments
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
  • Promoted to Sales Manager after only 6 months. Mentored 25 new sales associates. Resolved 100% of customer service issues to maximize loyalty and retention.

  • Data Verification

    • Checked figures, postings and documents for correct entry, mathematical accuracy and proper coding.

    Sales and Marketing

    • Increased annual gross sales by 15%.
    • Increased revenue [number]% in [year].
    • Developed direct mass mailings which resulted in 8% growth of customer base.
    • Ranked as a top performer, averaging [Percentage] above sales quota each month.
    • Acted as the department's "go-to" person for challenging calls and as the primary mentor for new employees.
    • Sales
      • Consistently generated additional revenue through skilled sales techniques.
      • Grew company staff from the initial [Number] members to [Number] members by hiring [Number] sales team members.

      Developed highly effective sales training strategies as Sales Manager of a 20-person team.

    • Exceeded Sales Management goals by 100% on a quarterly basis, within 6 months.

    • Litigation
        Legal Administration Tasks
        • Generated, typed, formatted and edited letters, documents, motions, briefs and client forms.
      • Assisted attorneys with trial preparation, developed trial exhibits to motions and reviewed/organized documents for trial discovery.

    Consistently exceeded daily sales targets with an average of $[Amount] in sales each day. Routinely helped as many as [Number] customers each day in a high-volume retail outlet. Received [Number] “exceeds expectations” ratings on performance reviews. Met monthly sales goals for [Number] months straight.

  • Managed a portfolio of [Number] accounts totaling $[Amount] in sales.

  • Created strategies to develop and expand existing customer sales, which resulted in a [Number]% increase in monthly sales.

    Collaborated with small team to design and implement enhancements for 14 projects which resulted in a revenue increase of 30%.

  • Increased customer satisfaction 75% by revamping service protocols.
  • Managed team of 15 personnel and created new customer service strategy to drive business development.Fulfilled all supervisory duties when Store Manager was on vacation.
Experience
QuickBooks Accountant Mar 2016 to Current
 Laus Deo Enterprises － League City, TX
Increased efficiency and alleviated work loads by creating a new Quick-books system.
Dispensed guidance, direction to carry out plans; provided financial information to support company goals.
Reconciled all bank and credit card accounts; executed quarterly financial reporting on multiple account.
Processed payroll, electronic deposits, contract pay adjustments; including journal entries, online transfers and payments.
Trained and supported users during new system implementations and upgrades.
 
Historical Data Coordinator Sep 2015 to Mar 2016
 Kinder Morgan /Abrams Tech Serv. － Houston, TX
Conducted qualitative and quantitative analysis of logistics operations using simulation models and other tools.
Tracked production costs and progress using Excel and reported results to management each month.
  • Facilitate Copano-TX Midstream Measurement Team transition from FlowCal measurement system to KM/VMA measurement system; validate Historical FlowCal data (DLY & HR) vs VMA Prod data. Estimated  volumes with a 90% accuracy rate.
  • Daily & Hourly Volume Reports 2013, 2014, and 2015 tracking MCF, MMBTU, and BTU.CONT).
  • Compare and challenge Historical Data from Analyst/ Measurement Dept.
  • retrieved from Flow Cal and loaded into VMA; resolve missing data according to procedures.
  • Assist Volume Processers and Analysts with errors in queues.
  • Processed suspend, pended and warning errors; update missing spot gas quality records; balance reporting and research any discrepancies.
​​Analyzed [Data type] data using [Software Program] and [Software Program]. Acted as a liaison between the [Department name] and all outside companies, boards and committees. Organized and entered field data into [Software Program].
 Inspect, collect, interpret, analyze and compile data obtained from material testing. Prepare and present data summaries to internal and external collaborators, meeting with vendors and internal teams as required. Explain work processes to peers and assist in training new staff. Assisted in the post-implementation troubleshooting of new applications and application upgrades. Analyzed system vulnerabilities and collaborated with IT and business teams to eliminate vulnerabilities in support of internal and external audits. ​​
Technical Assistant_Tank Integrity Team Sep 2014 to Sep 2015
 Enterprise / Abrams Tech Serv. － Houston, TX
  •  Maintained a calm, professional demeanor when faced with high demand, high volume workloads. Support customers with online billing and account issues. Researched, resolved and followed up on customer issues.
  • Researched, documented and escalated cases to higher levels of support according to internal procedures. Researched issues on various computer systems and databases to resolve complaints and answer inquiries.
  • Referred difficult issues to upper management while maintaining positive rapport with customer.
  • Developed and maintained positive customer relationships. Provided thorough support and problem resolution for customers.
  • Responded to customer service emails in a timely and effective manner.
  • Developed documentation for common processes for both support staff and end-users.
  • Identified inefficiencies and made recommendations for process improvements.
Ann Taylor: Recruited, hired and trained [Number] new employees for [Department] and [Department].
  • Created new account, reset passwords and configured access for users. Provide technical support to the Facility Mechanical Integrity Engineers, Coordinators and other department personnel in the execution of the Facility Mechanical Integrity Program activities for Fixed Equipment.
  • Maintained Crude tank records imported into PCMS by Mistras and Share Point.
  • Expense coding system for inspection costs; provide costs reports, and code vendor Invoices.
  • Generate requisitions and cost tracking techniques, and process inspection invoices.
  • Maintained project List for PO's, and AFE's for Storage Tank Units in TE, Onshore Crude, SNJR, Acadian, and Eastern Gulf-Onshore.
  • Accumulate, analyze and distribute information and reports in communicating with key internal and external key personnel to resolve project specific issues related to documentation compliance.
Data Coordinator Sep 2013 to Sep 2014
 Go Johnson － Baytown, TX
Oversaw the development and launch of [Product name].
Coordinated inventory and cost control programs. Oversaw scheduling for the day-to-day activities of [Number] transportation employees.
    Collaborated with plant engineer to resolve [Number] HVAC and refrigeration issues per week. Analyzed and interpreted data from facilities equipment. Recorded the type and cost of maintenance and repair work.
  • Managed and updated equipment records. Changed lamps and ballasts and tested electrical circuitry. Retained careful and thorough maintenance and repair records. Maintain 2 Settle SAP Team utilizing excel spreadsheets to analyze data into UMBW and HIBE lists.
  • Accumulate, and analyze all inventory for TBC/USC plants: Baytown/ Mount Belvieu/ Battleground/ Beaumont.
  • Liaison between Texas Brine personnel (Plant Mgr, mechanical and electrical tech.) and vendors.
  • Advise other TBC/USC plants in developing inventory management methods: equipment identification, tracking methods, report preparation and maintaining the web based SharePoint database.
  • Completed this project ahead of schedule.
Co-Manager Dec 2012 to Sep 2013
 Ann Taylor Factory Store － Texas City, TX
  • Delivered excellent customer service by greeting and assisting each customer. Addressed customer inquiries and resolved complaints. Design and implemented customer satisfaction metrics. Opened a new store location and assisted in recruiting and training new staff. Stocked and restocked inventory when shipments were received. Reorganized the sales floor to meet company demands. Directed and supervised employees engaged in sales, inventory-taking and reconciling cash receipts. Completed a series of training sessions to advance from Assistant Manager to Store Manager. Fulfilled customer shipping needs using UPS and USPS methods. Completed weekly schedules according to payroll policies. Trained all new managers on store procedures and policies. Maintained daily record of all transactions. Wrote order supply requests to replenish merchandise. Trained staff to deliver outstanding customer service. Analyzed marketing information and translated it into strategic plans. Addressed and corrected sales staff communication issues in a tactful and effective manner. Worked closely with the district manager to formulate and build the store brand. Contributed to merchandising ideas at team sale meetings. Direct client service efforts consistent with Ann Taylor standards to capture client opportunities.
  • Operated a cash register to process cash, check and credit card transactions.
  • Guided customers in choosing items that reflected personal style and shape. Administered all point of sale opening and closing procedures. Explained information about the quality, value and style of products to Influence customer buying decisions. Replenished floor stock and processed shipments to ensure product availability for customers. Operated a cash register to process cash, check and credit card transactions. Drive toward store's achievement of quantifiable performance (i.e.
  • net sales, ROV, conversion, UPT, DPT, payroll, inventory shortage, operational assessments, and credit cards).
  • Prioritize and execute daily and weekly tasks (i.e.
  • price changes, MOS, special orders, merchandising needs, payroll adjustments, processing of shipment, transfers and proper claims process.) Assist with development of team to accomplish store's business objectives through recruitment, selection, coaching, investment, engagement, retention, and motivation.
  • Ensure that staff understand and stay within compliance with all Ann Taylor values and practices, and operational standards, while respectfully challenging and motivating associates.
Lead Accountant/ Executive Assistant/ Property Manager Jun 2012 to Dec 2012
 China Moon Charters LLC/ PWP Global － League City, TX
  •  Maintained and coordinated executive and senior management vacation, day-to-day meeting and travel schedules.
  • Collaborated with other administrative team members, human resources and the finance department on special projects and events. Handled and distributed all incoming and outgoing mail. Created and maintained computer- and paper-based filing and organization systems for records, reports and documents. Served as Executive Assistant to the national sales manager, marketing manager and senior product managers. Served as a liaison between company president and clients regarding client accounts and new business. Approved travel expenses and reimbursement requests.  
  • Perform a full range of Executive Administrative support duties of a confidential and challenging nature for 4-companies: Pump-out/ Service, Property Management, Restaurant, and Industrial Cleaning.
  • Maintained 4-companies with QuickBooks and Excel; Reconciled accounts monthly, calculated and paid bills.
Enrollment Advisor Feb 2009 to Sep 2010
 Ashford University － Clinton, IA
 Evaluated program performance against expectations.
Led team of [number] professionals with [number] direct reports. Directed improvement plans. Managed operations in accordance with budget requirements. Maintained compliance with company and legal requirements. Completed quarterly and yearly audits. Conducted randomized feedback surveys.  
​
  • Recruit students into undergraduate programs by calling on prospective students, enrolling students, and ensuring that students are correctly placed into courses that meet their academic goals.
  • Advise potential students; verify enrollment status; ensure students are eligible for admission to perspective degree program, while providing information on Ashford University's policy practices and rules.
  • Record student's progress for the initial course including: attendance, academic and enrollment process to ensure that students comply with Ashford University's policy and procedures.
Division Manager Assistant (Admin II) Sep 2007 to Sep 2009
 John Deere Davenport Works － Davenport, IA
  • Perform a full range of Executive duties of a confidential and challenging nature for OFP Mgmt.team Davenport/Dubuque.
  • Schedule meetings on behalf of Division Manager.
  • Coordinated travel arrangements, and created CFSM-D Admin calendar and maintained staff meetings on behalf of Module Managers; coordinate meeting amenities for luncheons.
  • Schedule international and local travel: accommodation, transportation, meetings with JD Partner Company owners.
  • Create and maintain weekly reports from various departments and distribute; facilitated work flow by utilizing warehousing, materials management, transportation resources thru exchange of information with various business managers using SAP.
Sales Manager May 2002 to May 2012
 Eco Quest International － Bettendorf, IA
  • Source customers thru various channels such as: warm market, internet leads, trade shows, cold calls, local networking groups (BNI, Chamber of Commerce after Hours).
  • Provide training to new "franchise owners" on: setting goals; determine marketing plan (website, developing leads, trade shows); Bookkeeping w/ QuickBooks (ordering, setting-up company).
  • Monitoring progression of new franchise owner(s) against goals and encouraging direction on existing market and brainstorm on ideas, while provide mentoring in personal development, customer assistance, and product lines.
Education
Bachelor of Arts, Business Management Fort Lewis College － Durango, CO Minor Microbiology
Skills
. net, academic, Administrative support, Adobe, Analyst, balance, Bookkeeping, business planning/analysis, coaching, conversion, credit, client, customer assistance, database, direction, documentation, HR, inspection, inventory management, inventory, Keyboard, MAC, Mgmt, marketing plan, market, materials management, Mechanical, meetings, mentoring, merchandising, Access, excel spreadsheets, Excel, exchange, Microsoft Office Professional, MOS, Outlook, PowerPoint, Publisher, SharePoint, Share Point, Microsoft Windows7, Word, Works, networking, payroll, personnel, coding, progress, Property Management, quality, QuickBooks, recruitment, reporting, research, sales, SAP, technical support, trade shows, transportation, travel arrangements, unique, View, Visio, warehousing, website, Word Perfect
  • Sales Software: Salesforce.com, TapScan
  • Public Relations Software: Bacon's Mediasource, Factiva
  • Desktop Publishing Software: Photoshop, Illustrator, HTML
  • Healthcare: intravenous therapy, MEDISOFT, computerized charting, STD counseling, breastfeeding educator People skills: great bedside manner, enthusiastic people person, advanced problem-solving, great organizational skills
  • ​
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Resume Overview

Companies Worked For:

  • Laus Deo Enterprises
  • Kinder Morgan /Abrams Tech Serv.
  • Enterprise / Abrams Tech Serv.
  • Go Johnson
  • Ann Taylor Factory Store
  • China Moon Charters LLC/ PWP Global
  • Ashford University
  • John Deere Davenport Works
  • Eco Quest International

School Attended

  • Fort Lewis College

Job Titles Held:

  • QuickBooks Accountant
  • Historical Data Coordinator
  • Technical Assistant_Tank Integrity Team
  • Data Coordinator
  • Co-Manager
  • Lead Accountant/ Executive Assistant/ Property Manager
  • Enrollment Advisor
  • Division Manager Assistant (Admin II)
  • Sales Manager

Degrees

  • Bachelor of Arts , Business Management

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