Adam Kersey
Syracuse,UT
Summary
Results-driven Finance Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous with details and an "Out of the Box" thinker. I strive to create long lasting relationships with both my co-workers, business partners and most importantly, our guest.
Overview
11
11
years of professional experience
Work History
Finance Manager
BLVD Home
02.2022 - 07.2024
- Managed/overseen 150 accounts per month, reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
Sales/Finance Manager
Stephen Wade Auto Center
03.2017 - 01.2022
- Managed budgeting and forecasting activities, ensuring accurate financial projections for the sales team which consisted of 22 salesman.
- Optimized inventory levels through precise forecasting and close collaboration with supply chain partners. Worked very closely on a daily basis with 35 banks/credit unions to best fit our customers with their perfect auto loan.
- Trained junior staff members on company-specific finance procedures, contributing to their professional development while enhancing team efficiency.
- Reduced operational costs through careful analysis of expense reports and identification of areas for potential savings.
- Facilitated cross-departmental communication by serving as a liaison between finance and sales teams, fostering a collaborative working environment.
Account Manager, Funeral Director
Metcalf Mortuary
08.2013 - 02.2017
- Increased client satisfaction by building strong relationships and addressing their needs promptly, while maintaining a professionalism as they navigate through the loss of a loved one.
- Managed all aspects of funeral arrangements for smooth and efficient service delivery to approx 20 cases per month.
- Liaised between hospitals, physicians, county coroner and members of clergy to coordinate final arrangements.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Education
Associate Degree in Funeral Law/Financing - Finance And Postmortem
Certified Careers Institute
Layton UT05.2011
Skills
- Budget Forecasting
- Financial Budgeting
- Customer Satisfaction
- Credit analysis
- Verbal and written communication
Timeline
Finance Manager
BLVD Home
02.2022 - 07.2024
Sales/Finance Manager
Stephen Wade Auto Center
03.2017 - 01.2022
Account Manager, Funeral Director
Metcalf Mortuary
08.2013 - 02.2017
Associate Degree in Funeral Law/Financing - Finance And Postmortem
Certified Careers Institute
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