1. Jeffrey D. Herrick, CPA, MBA
8135 Chesterhill Lane ▪ Indianapolis, IN 46239 ▪ (317) 809-5129 ▪ jherrick17@sbcglobal.net
PROFESSIONAL EXPERIENCE
YMCA of Metropolitan Chicago (via Accountemps) November 2015-December 2015
Provider of Community Services
Membership Accountant (7 week temporary assignment)
• Create and send out invoices for members on installment billing plan
• Process membership cancellations for those members with delinquent payments
• Other data analysis projects assigned by the Director of Decision Support
Salesforce Marketing Cloud/Exact Target (via Accountemps) September 2014-September 2015
Provider of Digital Marketing Services
Customer Support Specialist/Cash Application and Reporting
• Research and analyze sales tax impacts for customer orders and exemption claims
• Report on daily cash inflows to Director of Accounts Receivable
• Apply cash receipts to invoices for Exact Target Australia and United Kingdom
• Oversee the billing of accounts that require special handling (specific instructions)
• Serve as quality control reviewer for invoices produced daily
Veolia Water (via Accountemps) October 2013-May 2014
Provider of Water Treatment and Water Plant Management Services
Billing Specialist/Contracts Administrator/Technology/Analysis
• Create invoices for fixed fee, pass through costs and variable cost contract lines for thirty business
units, half of which regularly had two or more invoices to produce
• Provide reconciliation reports on contract lines that have limit constraints
 Helped bring several business units up to date with monthly balancing
 Regular use of pivot tables to provide data customized to the end client’s needs
• Work with project managers and finance department to help resolve any issues regarding revenue
• Regular use of Peoplesoft Financial Software for producing invoices and providing analysis
Speedway/SuperAmerica, LLC July 2008-October 2013
Provider of fuel and convenience store services
Customer Service Representative (part-time July 2008-April 2009)
• Provide assistance to customers purchasing fuel and other items
Manager (April 2009-October 2013)
• Schedule store team to provide most efficient customer service
• Order inventory
• Perform weekly cycle counts on store inventory to ensure inventory levels are accurate
• Train new employees on store procedures and policies
o Created a training manual for training new shift leads on how to complete a daily sales report
o Served on the Region Communications Board that acts as a liaison between the store
managers in my district and corporate management

2. R. W. Armstrong and Associates January 2008-April 2008
Provides project management and engineering services in the construction and architectural industry.
Sr. Project Analyst
 Produced billing reports for project managers so they could determine billable WIP
 Issued invoices to customers based on direction from project managers
 Helped Finance Department automate the vehicle mileage logs
Raytheon Technical Services Company, Indianapolis, IN June 2000-November 2007
Provides engineering and manufacturing services and solutions in the Aerospace/Defense industry
Cost/Schedule Analyst II
 Develops budgets and forecasts for multi-million dollar defense programs, variance analysis to
determine root causes of cost and schedule variances, and net investment analysis to make sure
billings occur on a regular basis
 Assisted with conversion to SAP
 Provided financial analysis for program review presentations to senior management
 Developed a new chart for showing cash receipts/net investment for projects that is used in
presentations for new projects/proposals
 Maintains flexibility in my responsibilities in order to do ad hoc projects as needed or fill in for other
analysts
 Provided financial analysis for development of new program proposals
 Promoted to level II analyst after agreeing to take on a high profile program ($60M+).
EDUCATION & CERTIFICATION
Ivy Tech, Indianapolis, IN 2014
Technical Certificate – Databases (MS Access, Oracle, MS SQL Server, Visual Basic)
Butler University, Indianapolis, IN 2005
Masters of Business Administration
 GPA: 3.47
Indiana University, Bloomington, IN
1997
Bachelors of Science in Business
Major: Accounting/Minors: Economics, Political Science
Six-Sigma Specialist Certification (Raytheon Technical Services Co.) 2004
Indiana CPA license (renewed June 2015)
2001
Microsoft Office Specialist – MS Acces 2013
2014
Microsoft Technology Associate – Database Administration 2014
TECHNICAL SKILLS
Microsoft Applications: Word, Excel, Access, Power Point, Project
• SQL, currently learning Oracle, Visual Basic, and VBA

3. • Other Software: PeopleSoft, SAP R/3 (6+ yrs experience), Lotus Notes, Winsight 6.1, Blue Cube
• Operating Systems: all Windows operating systems
References Available Upon Request