Aaron Miller
Denver,NC
Summary
Results-driven professional with 15+ years of experience in financial management, client success, and operations leadership. Skilled in driving process efficiencies, optimizing financial reporting accuracy, and enhancing client satisfaction through tailored onboarding and training solutions. Proven track record in budget management and cost-saving initiatives, achieving measurable improvements in operational productivity and team performance.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Owner
YourBooks.Online
Denver, NC
03.2021 - Current
- Maintained 99% accuracy in daily financial transaction records, ensuring compliance and reliability in all purchasing, sales, and payment documentation
- Conducted monthly reconciliations across 5+ financial accounts, ensuring 100% accuracy and resolving discrepancies efficiently
- Prepared monthly, quarterly, and annual financial statements, providing stakeholders with actionable insights to support strategic business decisions
- Streamlined invoicing process, reducing overdue accounts by 20% through timely follow-ups and efficient payment tracking
- Managed payroll for employees with QuickBooks Payroll and ADP, ensuring accurate wage distribution and tax withholding
- Submitted quarterly sales tax returns with 100% compliance to state and federal regulations
- Ensured accurate month-end and year-end financial records, maintaining a 0% discrepancy rate through meticulous adjustments and reconciliations
- Delivered detailed financial reports that enabled management to improve cost efficiency and align with revenue goals
- Contributed to budget planning, achieving a 15% improvement in expense tracking accuracy through effective forecasting
- Organized comprehensive financial records and prepared 1099s for contractors, ensuring tax compliance and timely submissions
Partner and Director of Customer Success
10X Consulting Group
Charlotte, NC
10.2016 - 03.2021
- Led onboarding for over 50 clients transitioning to ServMan ERP, achieving a 90% customer satisfaction rate with tailored installation and support for the mechanical service industry
- Developed customized installation plans, managed end-to-end project tasks, and executed data migration testing with 98% data accuracy post-migration
- Coached clients on industry best practices, enhancing their financial reporting accuracy by 25% and reducing bookkeeping errors by 30%
Senior Manager of Customer Service
CubeSix, Inc.
Matthews, NC
10.2006 - 09.2013
- Designed and deployed a comprehensive training curriculum, reducing onboarding time by 20% and increasing new customer proficiency in the ServMan application by 30%
- Created a master implementation plan that reduced average installation setup time by 15%, enhancing user adoption
- Collaborated with the Installation Department to create a best practices guide that decreased support requests by 25% post-installation
- Developed integrated help guides and manuals, increasing client self-service rates by 40% and reducing support inquiries by 30%
- Managed user documentation resources, boosting client engagement by 35% and cutting resolution time on support inquiries by 20%
- Partnered with SMEs to produce end-user guides, improving documentation accuracy by 25% and usability for customer support teams
- Maintained user manuals, increasing product usability and training resource availability, which raised client satisfaction scores by 30%
Customer Service Manager
Chase Student Loans
Ridgeland, MS
07.2004 - 06.2005
- Oversaw operations for an inbound call center with 60+ associates, improving first-call resolution by 15% and customer satisfaction ratings by 10%
- Managed a $1.2M budget, implementing cost-saving measures that achieved a 10% reduction in expenses while maintaining service quality
- Exceeded department KPI metrics, achieving call resolution and customer satisfaction targets for the first time in 9 months
Training and Quality Assurance Coordinator
SkyTel
Clinton, MS
09.2001 - 05.2004
- Directed Training and Quality Assurance departments, implementing programs that increased new hire proficiency by 30% and improved procedure adherence by 25%
- Developed targeted sales and customer service training programs, increasing conversion rates by 15% and enhancing customer satisfaction scores
Customer Service Supervisor
SkyTel
Clinton, MS
07.2000 - 09.2001
- Supervised a team of 15–20 representatives, increasing productivity by 20% through Total Quality Management practices and regular team briefings
- Conducted regular evaluations, resulting in a 10% improvement in team performance and higher employee retention
Manpower Specialist
SkyTel
Clinton, MS
12.1999 - 07.2000
- Scheduled 500+ employees across three call centers, ensuring 24/7 coverage with a 15% reduction in service gaps
- Coordinated and monitored training sessions across three locations, achieving a 20% increase in employee readiness and reducing onboarding time by 10%
Education
Some College (No Degree) - American History
University of North Carolina At Chapel Hill
Chapel HillSkills
- ERP System Implementation
- Payroll Administration
- Comprehensive Financial Reporting
- Financial Planning
- Account Reconciliation Expertise
- QuickBooks ProAdvisor
- Excel Proficiency
- Team Management
- Project Management
- Client Satisfaction Management
- Employee Training
Accomplishments
- Key Award
- Employee of the Month
- Ovation Award
Certification
- QuickBooks ProAdvisor
Affiliations
- Gardening
- Pet parent
Timeline
Owner
YourBooks.Online
03.2021 - Current
Partner and Director of Customer Success
10X Consulting Group
10.2016 - 03.2021
Senior Manager of Customer Service
CubeSix, Inc.
10.2006 - 09.2013
Customer Service Manager
Chase Student Loans
07.2004 - 06.2005
Training and Quality Assurance Coordinator
SkyTel
09.2001 - 05.2004
Customer Service Supervisor
SkyTel
07.2000 - 09.2001
Manpower Specialist
SkyTel
12.1999 - 07.2000
Some College (No Degree) - American History
University of North Carolina At Chapel Hill