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Ten plus years of experience in Accounting Administration Services.Accomplished analysis of income

statement/balance sheets, forecast and monthly and quarterly comparison of variance.Experienced in

general ledger accounts, review of financial reporting documents and budget preparation while working

closely with management and staff.I worked with insurance clients to open and close accounts; while performed customer acquisition diligence.Strategic and innovative problem solver with strong organizational, communication and interpersonal skills.

Computer Proficiency:Microsoft Office 2007, SAP, Hyperion, PeopleSoft, Access, Visio, GAPs,

CRM, QuickBooks, J.D. Edwards

Work experience

Sep 2008Jan 2009

Customer Service Manager

Vangent Corporation

·Decreased costs of serving customers by 35%; providing web-based self-service that offers convenient access to Windsor Medicare Extra Insurance Plans.

·Increased customer satisfaction by measuring Customer’s survey and training staff to deliver superior customer service.

·Identified problems and resolved the requests of customers by telephone to ensure response consistency, and provide advice regarding insurance plans.

Jun 2005Dec 2007

Consultant Assignment

·Conducted credit investigation on client accounts (12 - 20); as well as managed daily information for client portfolios.

·Assisted in clients’ financial audit statement tracking and reporting, and resolved account issues.

·Improved productivity by 35%; by developing Access databases to improve internal access to client accounts.

Jan 2003Jun 2005

Project Consultant

Bank Of America Global Market Office

My major responsibilties were to managed and updated  the TCRIS (Proprietary Credit Database) for credit risk associated with interest rate, commodities, and foreign exchange and equity derivatives - approved trades by using CARS and MOD forms - developed and implemented daily /monthly ad hoc reports - performed accounts payable/receivable in using excel spreadsheet for clients' accounts as well as facilitated flow of data between TCRIs and other vendors/insurance/bank companies.

Apr 2000Nov 2002


JP Morgan Chase Commercial Investment Banking

Major Responsibilities:  Analyzed and prepared commercial bank quarterly financial highlights for CFO for revenue and assets in excess of $800 million and $62 billion, respectively; assisted in analyzing and collating the commercial bank income statement/balance sheet variances;

·Fulfilled financial system needs of new hires, initiated systems setup, and provided training, resulting in immediate productivity for staff.

·Reduced real estate fees by 45% and at the same time secured office space and equipment for new employees.

Apr 1989Apr 1998

Staff Assistant

British Petroleum Corporation

Assisted in the selection process for the Organization Capability Group of outside vendors/consultants for internal projects; Supervised temporary project staff and assist in auditing program that results in cost savings of 30%, as well as developed and gathered information for writing technical documents; Worked in Information Technology/Shared Services and created Process flow charts

SERVED AS DATABASE ADMINISTRATOR in the Contract Services Department (1989-1997)

Co-developed and implemented PowerPoint presentation flowcharts for Management Team; Worked with Lotus Notes Database for Request For Proposals in managing external consultants’ staff, and  processed external consultants time expenditures, and invoices through SAP application as well as Designed and implemented monthly budget reports in QuickBooks and Excel spreadsheet


Sep 1997Apr 2000

Bachelor of Science in Mangement

National Louis University


Certification in Bookkeeping
I am currently working at Macy's in the HR sector as the Payroll assistant.