Summary

My Career spans 15 years of experience, 5 years with Liberty Mutual and previous experience in retail management running small, high volume businesses. I am seeking a post of a Jr. Accountant or Staff Accountant that would utilize my extensive accounting, computer and customer service skills. I ambacked by solid academic credentials (AS in accounting, BS in Business Administration with a focus on business management). I have been assigned positions of increasing responsibility in every company I have worked for and have been known as the go to person for most any project, big or small. I would love to put my experience and educational background to good use through a position in public accounting as well as obtain the experience needed towards reaching my next goal of obtaining a CPA designation.

Work History

Work History
Apr 2004 - Present

Senior Claims Examiner

Liberty Mutual

As an insurance adjuster I handled No-Fault medical claims. These claims were made due to injuries resulting from a car accident. I would ascertain what injuries were related to the Motor Vehicle Accident (MVA), research the standard treatment plan and estimate the cost to the company. This money would then be held in reserve and frequently many cases went up to the policy limits of $150,000. Customer service is a key function as I was dealing with complex medical claims. Many of my claimants had significant injuries requiring long term care and attorney involvement.

  • Out of a staff of over 100 people I was assigned by my office manager to an advisory board to represent my fellow employees, explain my daily job duties to a panel of upper management and give feedback as to how a new team that was being developed could help alleviate some of our workload. This was a 6 month assignment.
  • I offered and was assigned to be part of a focus team to implemented next-generation technologies and process automations (including new EDI and windows Vista systems) to help employees embrace technology upgrades. Trained users and served as the primary “go-to” troubleshooter on these new systems.
  • Became the “Growth and Development” leader of the operation, leading by example, as I spent the majority of my free time earning a bachelor’s degree. Made multiple presentations to my coworkers, with management permission and usually over lunch hour, to discuss the many benefits available to obtain degrees and insurance designations as well as reduce the stigma of being an adult student.
  • Finished my Associates at Nassau Community College and then my Bachelors degree’s at SUNY Farmingdale, a personal project of mine, while working full time and leading numerous company projects. 
Dec 2009 - Present

Tax Coach

NYC Dept of Consumer Affairs

Currently working with the NYC Dept of Consumer Affairs, Office of Financial Empowerment, in cooperation with Deloitte LLP, to help eligible, low income New Yorkers file their taxes for free and claim tax credits they might otherwise miss. My primary responsibility is to take the complex federal and NYC tax codes and interpret them to my clients.

  • Conduct extensive interviews with clients to ascertain filing status, eligible exemptions, qualifying dependents, qualifying relatives and whether or not clients are eligible for any credits.
  • Coached and counseled clients as to the best way to prepare for yearly tax returns, advised of how to properly locate and retain any records they may need for the 2011 tax season.
  • Enjoyed interacting with clients in a low income area, explaining the current tax code in plain English to the best of my ability.
Jan 2001 - Jan 2004

Sales/Operations Manager

STAPLES, THE OFFICE SUPERSTORE

As the Co-Manager of a retail operation doing annual sales of 12 million dollars or more, my primary responsibilities were for maintaining detailed inventory records, daily cycle counts, out of stock counts and cycle adjustments to manage inventory, all according to the companies’ records retention policy. Managed a team of up to 45 employees to meet customer service and sales goals in multiple departments. Monitored sales results to meet company set expectations and hit budgeted numbers. Ran a highly effective and engaged team of employees thru the use of multiple employee recognition programs, employee of the month, bravo awards and birthday clubs to name a few.

  • Worked in 6 different stores in 3 years, working as a troubleshooter, taking poor performing stores and getting them up to company standards. I was the only manager to work so many different stores in such a short time frame due to my ability to get stores up to company standards quickly. 
  • Identified the departments in the store that had the highest gross margins and pushed those departments aggressively. The furniture department has a 40% gross margin whereas the electronics department has a 10% gross margin. Even though the company is known for office supplies, technology sales were heavily pushed. Increasing sales in the furniture department, usually hidden in the back of the store, increased profits to record levels. 
  • As part of a self initiated troubleshooting project - resolved months of backlogged inventory issues, restored order and organization to processes/records in disarray, researched and solved inventory problems and corrected invoicing and journal entry errors that had previously been missed. Most losses are though paperwork errors and this was the focus. 
  • Won sales contests time and again. Won a Lexmark laser printer for winning a Lexmark sales contest, free Microsoft upgrades for consistently beating sales forecasts, digital cameras, PDA’s and numerous other products for winning contests coordinated by outside vendors.
Sep 1996 - Sep 2000

Store Manager

CVS Pharmacy

Responsible for the total operation of a midsized box retail store doing approximately 6.5 million in sales a year. Responsibilities included Human Resources, specifically: recruiting, hiring, training and development, performance management, payroll, and workplace scheduling. Storebusiness operations – including managingprofit and loss, facility management, safety and security, loss prevention, and banking. Product management - including ordering, receiving, price changes, handling damaged products, and returns. Team Development - facilitating staff learning and career development.

  • Actually took a store that was budgeted to lose money for the year and turned a small profit. I met my goal of 140% of budget and ended up with a very nice bonus.
  • Ended up developing dozens of future managers so the company couldpromoteemployees from within and develop futureleaders, usually for employment at other locations.
  • Received 2 Paragon awards for management excellence and was chosen to help head up a management training program requiring me to travel throughout the southeast introducing CVS technology to a recently acquired large chain pharmacy.

Education

Education
2005 - 2008

BS

Farmingdale State University of New York

Concentration in Finance and Investment Strategies

Farmingdale State College, Farmingdale, NY

President’s List, Member of Sigma Beta Delta, Honors Society for Business Students

2002 - 2005

A.S.

Concentration in Financial Accounting Standards Board (FASB) Accounting Principles

Nassau Community College, Garden City, NY

Dean’s List.

Skills

Skills

Photoshop CS4

SAP

Quickbooks

Wordpress CMS

Microsoft Windows (All)

Microsoft Office

Microsoft Powerpoint

Microsoft outlook

Microsoft Excel