SlideShare a Scribd company logo
1 of 3
Henry.Codd@yahoo.com
LinkedIn: http://www.linkedin.com/pub/henry-codd/34/2a/975
Objective
Seeking staff accountant position where my previous Treasury Management skills will
provide exceptional financial analysis management identifying areas for cost reduction and
revenue enhancement. Stable record of reducing costs, growing client relationships and
developing new opportunities for growth in revenue by creating solutions to increase profit
margins. Solid financial analysis skills complement ability to make critical decisions,
manage cash flows and forecast budgets.
Summary
Treasury Operations/Sales Financial Planning and Analysis
Client Development Payroll Processing
Financial Statements Invoicing
Cash Flow Projections Accounts Receivable/Payable
Budget Variances Project Management
Achievements
 Created career change plan in 2013 to complete remaining accounting classes
required for CPA exam and achieve career goal as staff accountant and successfully
passing CPA exam in 2016/2017
 Ten years progressive experience in Treasury Management Operations and Sales
 Developed high performance teams by identifying individual core strengths and
abilities in order to create effective plan fulfilling client needs and profit margins
 Achieved MBA while working full time and traveling to client receivables centers
 Gained extensive project management experience by collecting and applying
individual team members approach to project in order to develop successful
approach to assignment from diverse team professional experiences
 Transitioned from Treasury Management Operations to Sales/Client Account
Implementation creating a new position and department dedicated to reducing
conversion timeline to converting new client accounts to Treasury Management
account deposit setup by developing relationships across several departments
including sales, operations, product development and commercial loans accounting
for all service fees based upon account balances
Experience
Lowe’s Home Centers, LLC – West Chester, OH
Department Manager – Nursery 2014 – Present
Responsible for the overall performance of the OSL&G department. Achieve department
sales and margin budgets while maintaining payroll and other controllable expenses.
Manage inventory and shrink to budget. Complete all reports in an accurate and timely
manner. Communicate policy updates and daily work tasks/projects with accountability on
individual and overall team basis. Ensure department associates are trained in all aspects
of assigned work tasks and maintain power equipment licenses in accordance with Lowe’s
policy.
Sales Pro Specialist 2012 – 2014
Responsible for providing superior customer service in both the fashion bath and plumbing
repair departments. Provide quick, responsive recommendations specific to the plumbing
trade to assist customers in basic plumbing repair projects. Provide installation service
sales, special order product sales, extended protection plan coverage and Lowes credit
products to increase department sales and exceed customer expectations. Offer MyLowes
card product to every customer so they can track their purchases and product warranties.
Customer Service Associate III 2012 – 2014
Responsible for providing friendly customer service by answering customer questions,
providing purchase assistance and keeping shelves stocked in all areas of the store as
assigned. Front-end customer service responsibilities included front line initial customer
contact walking customers to product location, processing customer returns, credit
applications, answer incoming phone calls, paging store associates, paint mixing, Rug
Doctor rental, assisting customers with loading purchases into vehicle and all other front-
end duties to provide exceptional customer service.
CCSG/Cinmar- West Chester, OH
Credit/Order Review Team 2005 - 2009
Investigate phone and Internet orders identified by system as high risk for credit fraud
prior to order shipping from warehouse. Resolved chargeback issues from credit card
companies by providing shipping and signature verification of delivered orders. Identified
high risk shipping addresses, email addresses and phone numbers from past fraud orders to
reduce future losses.
Fifth Third Bank - Cincinnati, OH
Cash Management Billing Analyst 2004
Billed monthly fees for new commercial clients based on cash management products and
services utilized by client. Maintained client relations by resolving billing disputes and
modified pricing when minimum account balances were maintained. Streamlined monthly
service fee reporting increasing percentage of fees collected while reducing aging of
receivables.
Verizon Wireless, Inc. – Cranberry Township, PA
Action/I2K Service Support 2003
Reduced customer cancellations by resolving issues and recommending service plans
targeted to their individual wireless plan needs. Trained new employees in product sales
and customer service skills within call center environment.
First Virginia Bank – Annapolis, MD
Cash Management Operations Supervisor 2002
Oversaw daily lockbox operations, ensuring timely deposit process and accurate invoice
data collection. Met with potential commercial clients to recommend cash management
products based on specific needs. Established morning meeting updates to communicate
client process changes and bank policy updates. Prepared monthly management reports
and projected increased cash management fee revenue. Managed lockbox system upgrade
to facilitate increased processing volume to meet planned sales growth. Assigned sales
territory responsibility after hiring in operational role.
Griffin and Company, Inc. – Washington, DC
Director of Finance and Administration 1999 – 2001
Prepared financial statements, budget variance analysis and capital expenditure
recommendations for meetings with President on a monthly basis. Assumed all human
resources functions in 2000. Contracted office systems and IT support reducing salary
expenses. Updated President weekly with cash flow projections, accounts receivable aging
and recommendations for reducing internal expenses. Developed employee policies to
clearly communicate Griffin and Company’s mission.
Chevy Chase Bank – Laurel, MD
Operations Manager 1998 – 1999
Managed daily lockbox workflow. Implemented process and system improvements, as well
as testing changes. Supported cash management sales group in meeting sales and service
goals. Led daily team meetings. Prepared monthly reports and budget analysis.
PNC Bank – Pittsburgh, PA
Implementations Analyst 1996 – 1998
Promoted to Analyst/Officer responsibilities in 1996 by building collaborative peer-level
relationships across all cash management areas to assure client service needs were
accomplished by project deadline. Ability to manage over 35 projects involving 20
commercial clients by developing specific project plans with client and cash management
team, resolving any issues by aligning most effective resources in order to assure client
deadline is maintained.
Operations Supervisor 1991 – 1996
Managed daily lockbox workflow. Promoted to Analyst position after developing strong
client relationships within cash management operations. Promoted to officer status in 1996
providing client support and liaison to sales team.
Education
Cincinnati State, Accounting Classes 2013 - Present
University of Pittsburgh, Katz School of Business, MBA 1995-1998
Indiana University of Pennsylvania, BSBA Finance, Economics 1984-1988
Honors
Phi Theta Kappa Honor Society, Beta Gamma Sigma Chapter
The Ohio Society of CPAs
National Society of Public Accountants

More Related Content

What's hot (19)

Haresh Resume
Haresh ResumeHaresh Resume
Haresh Resume
 
Resume1
Resume1Resume1
Resume1
 
Mallika ghosh cv nov '16
Mallika ghosh cv nov '16Mallika ghosh cv nov '16
Mallika ghosh cv nov '16
 
Resume 6.27.15
Resume 6.27.15Resume 6.27.15
Resume 6.27.15
 
Latest resume sujay
Latest resume sujayLatest resume sujay
Latest resume sujay
 
Latrice DResume2015#2
Latrice DResume2015#2Latrice DResume2015#2
Latrice DResume2015#2
 
cv sunil
cv sunilcv sunil
cv sunil
 
CV N
CV NCV N
CV N
 
Andrew Black Resume 12.2015
Andrew Black Resume 12.2015Andrew Black Resume 12.2015
Andrew Black Resume 12.2015
 
Sagar Kadam- Resume
Sagar Kadam- ResumeSagar Kadam- Resume
Sagar Kadam- Resume
 
Q.B. Resume Current
Q.B. Resume CurrentQ.B. Resume Current
Q.B. Resume Current
 
Mohan Kumar MG CV
Mohan Kumar MG CVMohan Kumar MG CV
Mohan Kumar MG CV
 
CV_BA
CV_BACV_BA
CV_BA
 
Gagan_Taneja_CV NEW
Gagan_Taneja_CV NEWGagan_Taneja_CV NEW
Gagan_Taneja_CV NEW
 
sayed doc1
sayed doc1sayed doc1
sayed doc1
 
Dontarious Usher Resume_Sales Professional_2016
Dontarious Usher Resume_Sales Professional_2016Dontarious Usher Resume_Sales Professional_2016
Dontarious Usher Resume_Sales Professional_2016
 
Actualizado 2015
Actualizado 2015Actualizado 2015
Actualizado 2015
 
subbiah Indus bank
subbiah Indus banksubbiah Indus bank
subbiah Indus bank
 
Sav CV new17
Sav CV new17Sav CV new17
Sav CV new17
 

Viewers also liked

Paula Hillyard public resume
Paula Hillyard public resumePaula Hillyard public resume
Paula Hillyard public resume
Paula Hillyard
 
Exercițiu de-conștientizare-și-prioritizare-a-propriilor-valori-pera-novacovici
Exercițiu de-conștientizare-și-prioritizare-a-propriilor-valori-pera-novacoviciExercițiu de-conștientizare-și-prioritizare-a-propriilor-valori-pera-novacovici
Exercițiu de-conștientizare-și-prioritizare-a-propriilor-valori-pera-novacovici
Alina Sisiiac
 

Viewers also liked (16)

کارآفرینان موفق دنیا
کارآفرینان موفق دنیاکارآفرینان موفق دنیا
کارآفرینان موفق دنیا
 
CV 2016
CV 2016CV 2016
CV 2016
 
Paula Hillyard public resume
Paula Hillyard public resumePaula Hillyard public resume
Paula Hillyard public resume
 
нурсейит рысты образовательный центр дарын
нурсейит рысты образовательный центр дарыннурсейит рысты образовательный центр дарын
нурсейит рысты образовательный центр дарын
 
Nelly furtado
Nelly furtadoNelly furtado
Nelly furtado
 
Autorreflexion pabe
Autorreflexion pabeAutorreflexion pabe
Autorreflexion pabe
 
Engineered print 2
Engineered print 2Engineered print 2
Engineered print 2
 
Power_DDR_Slides
Power_DDR_SlidesPower_DDR_Slides
Power_DDR_Slides
 
PORTAFOLIO DIAGNÓSTICO
PORTAFOLIO DIAGNÓSTICOPORTAFOLIO DIAGNÓSTICO
PORTAFOLIO DIAGNÓSTICO
 
Exercițiu de-conștientizare-și-prioritizare-a-propriilor-valori-pera-novacovici
Exercițiu de-conștientizare-și-prioritizare-a-propriilor-valori-pera-novacoviciExercițiu de-conștientizare-și-prioritizare-a-propriilor-valori-pera-novacovici
Exercițiu de-conștientizare-și-prioritizare-a-propriilor-valori-pera-novacovici
 
Psy ass2 ppt
Psy ass2 pptPsy ass2 ppt
Psy ass2 ppt
 
Registro Beni Ammortizzabili (Immobilizzazioni)
Registro Beni Ammortizzabili (Immobilizzazioni)Registro Beni Ammortizzabili (Immobilizzazioni)
Registro Beni Ammortizzabili (Immobilizzazioni)
 
advanced glaucoma intervention study
advanced glaucoma intervention studyadvanced glaucoma intervention study
advanced glaucoma intervention study
 
1st eStandards conference: next steps for standardization in large scale eHea...
1st eStandards conference: next steps for standardization in large scale eHea...1st eStandards conference: next steps for standardization in large scale eHea...
1st eStandards conference: next steps for standardization in large scale eHea...
 
Proyecto de aula siglo xxi omayra muñoz nn
Proyecto de aula siglo xxi omayra muñoz nnProyecto de aula siglo xxi omayra muñoz nn
Proyecto de aula siglo xxi omayra muñoz nn
 
High energy rate forming process
High energy rate forming processHigh energy rate forming process
High energy rate forming process
 

Similar to Hwcresume2016 (20)

Pradeep Singh-CV
Pradeep Singh-CVPradeep Singh-CV
Pradeep Singh-CV
 
Curtis baugh rm_16
Curtis baugh rm_16Curtis baugh rm_16
Curtis baugh rm_16
 
Curtis baugh rm_16
Curtis baugh rm_16Curtis baugh rm_16
Curtis baugh rm_16
 
HOH C.Vc DXB
HOH C.Vc DXBHOH C.Vc DXB
HOH C.Vc DXB
 
RESUME_jennifer.f.serafica
RESUME_jennifer.f.seraficaRESUME_jennifer.f.serafica
RESUME_jennifer.f.serafica
 
April E McDowell Resume.
April E McDowell Resume.April E McDowell Resume.
April E McDowell Resume.
 
CV Bilal
CV BilalCV Bilal
CV Bilal
 
Corey S Wallace Resume 2016
Corey S Wallace Resume 2016Corey S Wallace Resume 2016
Corey S Wallace Resume 2016
 
Anup Minhas CV
Anup Minhas CVAnup Minhas CV
Anup Minhas CV
 
Biplov Resume Sep 2016
Biplov Resume Sep 2016Biplov Resume Sep 2016
Biplov Resume Sep 2016
 
Tarek_Shaaban_C.V.[1]
Tarek_Shaaban_C.V.[1]Tarek_Shaaban_C.V.[1]
Tarek_Shaaban_C.V.[1]
 
Rashell Wright
Rashell WrightRashell Wright
Rashell Wright
 
RT Resume Rev3
RT Resume Rev3RT Resume Rev3
RT Resume Rev3
 
My resume
My resumeMy resume
My resume
 
MCResume 2015 (1)
MCResume 2015 (1)MCResume 2015 (1)
MCResume 2015 (1)
 
Moskalyk, C (Resume) Branch Manager
Moskalyk, C (Resume) Branch ManagerMoskalyk, C (Resume) Branch Manager
Moskalyk, C (Resume) Branch Manager
 
Alistair-CV
Alistair-CVAlistair-CV
Alistair-CV
 
Tiernary Kidd Harris Resume 2016
Tiernary Kidd Harris Resume 2016Tiernary Kidd Harris Resume 2016
Tiernary Kidd Harris Resume 2016
 
M.Hedgepeth Resume 2016 1
M.Hedgepeth Resume 2016 1M.Hedgepeth Resume 2016 1
M.Hedgepeth Resume 2016 1
 
Trissdrakeresume (1)
Trissdrakeresume (1)Trissdrakeresume (1)
Trissdrakeresume (1)
 

Recently uploaded

Al Mizhar Dubai Escorts +971561403006 Escorts Service In Al Mizhar
Al Mizhar Dubai Escorts +971561403006 Escorts Service In Al MizharAl Mizhar Dubai Escorts +971561403006 Escorts Service In Al Mizhar
Al Mizhar Dubai Escorts +971561403006 Escorts Service In Al Mizhar
allensay1
 

Recently uploaded (20)

Berhampur Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Berhampur Call Girl Just Call 8084732287 Top Class Call Girl Service AvailableBerhampur Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Berhampur Call Girl Just Call 8084732287 Top Class Call Girl Service Available
 
Durg CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN durg ESCORTS
Durg CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN durg ESCORTSDurg CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN durg ESCORTS
Durg CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN durg ESCORTS
 
QSM Chap 10 Service Culture in Tourism and Hospitality Industry.pptx
QSM Chap 10 Service Culture in Tourism and Hospitality Industry.pptxQSM Chap 10 Service Culture in Tourism and Hospitality Industry.pptx
QSM Chap 10 Service Culture in Tourism and Hospitality Industry.pptx
 
Ooty Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Avail...
Ooty Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Avail...Ooty Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Avail...
Ooty Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Avail...
 
Pre Engineered Building Manufacturers Hyderabad.pptx
Pre Engineered  Building Manufacturers Hyderabad.pptxPre Engineered  Building Manufacturers Hyderabad.pptx
Pre Engineered Building Manufacturers Hyderabad.pptx
 
Solan Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Solan Call Girl Just Call 8084732287 Top Class Call Girl Service AvailableSolan Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Solan Call Girl Just Call 8084732287 Top Class Call Girl Service Available
 
JAJPUR CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN JAJPUR ESCORTS
JAJPUR CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN JAJPUR  ESCORTSJAJPUR CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN JAJPUR  ESCORTS
JAJPUR CALL GIRL ❤ 82729*64427❤ CALL GIRLS IN JAJPUR ESCORTS
 
Nanded Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Nanded Call Girl Just Call 8084732287 Top Class Call Girl Service AvailableNanded Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Nanded Call Girl Just Call 8084732287 Top Class Call Girl Service Available
 
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
 
Call 7737669865 Vadodara Call Girls Service at your Door Step Available All Time
Call 7737669865 Vadodara Call Girls Service at your Door Step Available All TimeCall 7737669865 Vadodara Call Girls Service at your Door Step Available All Time
Call 7737669865 Vadodara Call Girls Service at your Door Step Available All Time
 
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDINGBerhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
 
SEO Case Study: How I Increased SEO Traffic & Ranking by 50-60% in 6 Months
SEO Case Study: How I Increased SEO Traffic & Ranking by 50-60%  in 6 MonthsSEO Case Study: How I Increased SEO Traffic & Ranking by 50-60%  in 6 Months
SEO Case Study: How I Increased SEO Traffic & Ranking by 50-60% in 6 Months
 
Al Mizhar Dubai Escorts +971561403006 Escorts Service In Al Mizhar
Al Mizhar Dubai Escorts +971561403006 Escorts Service In Al MizharAl Mizhar Dubai Escorts +971561403006 Escorts Service In Al Mizhar
Al Mizhar Dubai Escorts +971561403006 Escorts Service In Al Mizhar
 
ALWAR 💋 Call Girl 9827461493 Call Girls in Escort service book now
ALWAR 💋 Call Girl 9827461493 Call Girls in  Escort service book nowALWAR 💋 Call Girl 9827461493 Call Girls in  Escort service book now
ALWAR 💋 Call Girl 9827461493 Call Girls in Escort service book now
 
PITHAMPUR 💋 Call Girl 9827461493 Call Girls in Escort service book now
PITHAMPUR 💋 Call Girl 9827461493 Call Girls in  Escort service book nowPITHAMPUR 💋 Call Girl 9827461493 Call Girls in  Escort service book now
PITHAMPUR 💋 Call Girl 9827461493 Call Girls in Escort service book now
 
Falcon Invoice Discounting: Unlock Your Business Potential
Falcon Invoice Discounting: Unlock Your Business PotentialFalcon Invoice Discounting: Unlock Your Business Potential
Falcon Invoice Discounting: Unlock Your Business Potential
 
Escorts in Nungambakkam Phone 8250092165 Enjoy 24/7 Escort Service Enjoy Your...
Escorts in Nungambakkam Phone 8250092165 Enjoy 24/7 Escort Service Enjoy Your...Escorts in Nungambakkam Phone 8250092165 Enjoy 24/7 Escort Service Enjoy Your...
Escorts in Nungambakkam Phone 8250092165 Enjoy 24/7 Escort Service Enjoy Your...
 
WheelTug Short Pitch Deck 2024 | Byond Insights
WheelTug Short Pitch Deck 2024 | Byond InsightsWheelTug Short Pitch Deck 2024 | Byond Insights
WheelTug Short Pitch Deck 2024 | Byond Insights
 
PARK STREET 💋 Call Girl 9827461493 Call Girls in Escort service book now
PARK STREET 💋 Call Girl 9827461493 Call Girls in  Escort service book nowPARK STREET 💋 Call Girl 9827461493 Call Girls in  Escort service book now
PARK STREET 💋 Call Girl 9827461493 Call Girls in Escort service book now
 
SRI GANGANAGAR 💋 Call Girl 9827461493 Call Girls in Escort service book now
SRI GANGANAGAR 💋 Call Girl 9827461493 Call Girls in  Escort service book nowSRI GANGANAGAR 💋 Call Girl 9827461493 Call Girls in  Escort service book now
SRI GANGANAGAR 💋 Call Girl 9827461493 Call Girls in Escort service book now
 

Hwcresume2016

  • 1. Henry.Codd@yahoo.com LinkedIn: http://www.linkedin.com/pub/henry-codd/34/2a/975 Objective Seeking staff accountant position where my previous Treasury Management skills will provide exceptional financial analysis management identifying areas for cost reduction and revenue enhancement. Stable record of reducing costs, growing client relationships and developing new opportunities for growth in revenue by creating solutions to increase profit margins. Solid financial analysis skills complement ability to make critical decisions, manage cash flows and forecast budgets. Summary Treasury Operations/Sales Financial Planning and Analysis Client Development Payroll Processing Financial Statements Invoicing Cash Flow Projections Accounts Receivable/Payable Budget Variances Project Management Achievements  Created career change plan in 2013 to complete remaining accounting classes required for CPA exam and achieve career goal as staff accountant and successfully passing CPA exam in 2016/2017  Ten years progressive experience in Treasury Management Operations and Sales  Developed high performance teams by identifying individual core strengths and abilities in order to create effective plan fulfilling client needs and profit margins  Achieved MBA while working full time and traveling to client receivables centers  Gained extensive project management experience by collecting and applying individual team members approach to project in order to develop successful approach to assignment from diverse team professional experiences  Transitioned from Treasury Management Operations to Sales/Client Account Implementation creating a new position and department dedicated to reducing conversion timeline to converting new client accounts to Treasury Management account deposit setup by developing relationships across several departments including sales, operations, product development and commercial loans accounting for all service fees based upon account balances Experience Lowe’s Home Centers, LLC – West Chester, OH Department Manager – Nursery 2014 – Present Responsible for the overall performance of the OSL&G department. Achieve department sales and margin budgets while maintaining payroll and other controllable expenses. Manage inventory and shrink to budget. Complete all reports in an accurate and timely manner. Communicate policy updates and daily work tasks/projects with accountability on individual and overall team basis. Ensure department associates are trained in all aspects of assigned work tasks and maintain power equipment licenses in accordance with Lowe’s policy.
  • 2. Sales Pro Specialist 2012 – 2014 Responsible for providing superior customer service in both the fashion bath and plumbing repair departments. Provide quick, responsive recommendations specific to the plumbing trade to assist customers in basic plumbing repair projects. Provide installation service sales, special order product sales, extended protection plan coverage and Lowes credit products to increase department sales and exceed customer expectations. Offer MyLowes card product to every customer so they can track their purchases and product warranties. Customer Service Associate III 2012 – 2014 Responsible for providing friendly customer service by answering customer questions, providing purchase assistance and keeping shelves stocked in all areas of the store as assigned. Front-end customer service responsibilities included front line initial customer contact walking customers to product location, processing customer returns, credit applications, answer incoming phone calls, paging store associates, paint mixing, Rug Doctor rental, assisting customers with loading purchases into vehicle and all other front- end duties to provide exceptional customer service. CCSG/Cinmar- West Chester, OH Credit/Order Review Team 2005 - 2009 Investigate phone and Internet orders identified by system as high risk for credit fraud prior to order shipping from warehouse. Resolved chargeback issues from credit card companies by providing shipping and signature verification of delivered orders. Identified high risk shipping addresses, email addresses and phone numbers from past fraud orders to reduce future losses. Fifth Third Bank - Cincinnati, OH Cash Management Billing Analyst 2004 Billed monthly fees for new commercial clients based on cash management products and services utilized by client. Maintained client relations by resolving billing disputes and modified pricing when minimum account balances were maintained. Streamlined monthly service fee reporting increasing percentage of fees collected while reducing aging of receivables. Verizon Wireless, Inc. – Cranberry Township, PA Action/I2K Service Support 2003 Reduced customer cancellations by resolving issues and recommending service plans targeted to their individual wireless plan needs. Trained new employees in product sales and customer service skills within call center environment. First Virginia Bank – Annapolis, MD Cash Management Operations Supervisor 2002 Oversaw daily lockbox operations, ensuring timely deposit process and accurate invoice data collection. Met with potential commercial clients to recommend cash management products based on specific needs. Established morning meeting updates to communicate client process changes and bank policy updates. Prepared monthly management reports and projected increased cash management fee revenue. Managed lockbox system upgrade to facilitate increased processing volume to meet planned sales growth. Assigned sales territory responsibility after hiring in operational role.
  • 3. Griffin and Company, Inc. – Washington, DC Director of Finance and Administration 1999 – 2001 Prepared financial statements, budget variance analysis and capital expenditure recommendations for meetings with President on a monthly basis. Assumed all human resources functions in 2000. Contracted office systems and IT support reducing salary expenses. Updated President weekly with cash flow projections, accounts receivable aging and recommendations for reducing internal expenses. Developed employee policies to clearly communicate Griffin and Company’s mission. Chevy Chase Bank – Laurel, MD Operations Manager 1998 – 1999 Managed daily lockbox workflow. Implemented process and system improvements, as well as testing changes. Supported cash management sales group in meeting sales and service goals. Led daily team meetings. Prepared monthly reports and budget analysis. PNC Bank – Pittsburgh, PA Implementations Analyst 1996 – 1998 Promoted to Analyst/Officer responsibilities in 1996 by building collaborative peer-level relationships across all cash management areas to assure client service needs were accomplished by project deadline. Ability to manage over 35 projects involving 20 commercial clients by developing specific project plans with client and cash management team, resolving any issues by aligning most effective resources in order to assure client deadline is maintained. Operations Supervisor 1991 – 1996 Managed daily lockbox workflow. Promoted to Analyst position after developing strong client relationships within cash management operations. Promoted to officer status in 1996 providing client support and liaison to sales team. Education Cincinnati State, Accounting Classes 2013 - Present University of Pittsburgh, Katz School of Business, MBA 1995-1998 Indiana University of Pennsylvania, BSBA Finance, Economics 1984-1988 Honors Phi Theta Kappa Honor Society, Beta Gamma Sigma Chapter The Ohio Society of CPAs National Society of Public Accountants