Summary
Overview
Work History
Education
Skills
Personal Information
Certification
References
Timeline
Generic

Alan Swarbrick

Fort Worth,TX

Summary

Reliable Store Manager with 10 plus years in sales and progressive leadership roles. Skilled at coaching and encouraging staff toward advancement by leveraging enthusiastic and supportive attitude. Proactive in addressing operational concerns to streamline processes, boost customer engagement and leverage substantial marketing prowess to strengthen and expand revenue streams.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Owner/Operator

Swarbrick Tax Services
Fort Worth, TX
11.2019 - Current
  • Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
  • Compiled data from clients to accurately complete tax forms.
  • Identified potential deductions to minimize clients' tax liabilities.
  • Set pricing structures according to market analytics and emerging trends.
  • Calculated net income and adjusted strategies to increase income and bottom-line profits.

Store Manager

EG-America/Cumberland Farms
Manchester, NH
10.2022 - 01.2024
  • Conducted daily store operations, including opening and closing procedures and cash handling.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Identified operational issues and implemented appropriate process improvements to promote workplace safety and productivity.
  • Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
  • Developed strategies to maximize sales and profitability.
  • Analyzed financial data to identify areas of improvement.
  • Established customer service standards and monitored staff compliance.
  • Monitored inventory levels and placed orders to restock shelves.
  • Managed inventory tracking and physical inventory counts to minimize loss.
  • Oversaw inventory management through cycle counts, audits and shrinkage control.
  • Ensured compliance with safety regulations and company policies.
  • Created weekly work schedules for store personnel.
  • Recruited, trained and supervised new employees.
  • Monitored employee performance and identified performance gaps for corrective action.
  • Trained and mentored associates to teach daily tasks and procedures.
  • Maintained accurate records of employee performance reviews.
  • Identified opportunities for cost savings through waste reduction initiatives.
  • Planned special promotions or discounts based on market trends.
  • Updated and maintained store signage and displays.
  • Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
  • Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
  • Built customer confidence by actively listening to concerns and complaints and quickly resolving issues.
  • Generated repeat business by responding to customer concerns with friendly and knowledgeable service.

Office Assistant

Macy's
09.2007 - 08.2022
  • Preparation of the daily deposit
  • Maintaining a certain amount of cash on hand and ordering additional funds to meet that amount when needed
  • Replenishment of the registers in the store to ensure they all have the proper amount during peak sales times
  • Other duties included setting up interviews for managers and sometimes performing those interviews myself, preparing the documents to hire a new employee following federal guidelines and setting up training for new associates
  • I would also help on the sales floor when needed and on many occasions help the closing manager close the store.

Lead Financial Assistant

Internal Revenue Service
01.1991 - 11.2018
  • I acted as manager in the absence of the manager
  • Assisted managers with additional duties during employee absences.
  • Established key relationships with peers throughout company to improve workflows and reduce communication bottlenecks.
  • Coordinated audit activities by providing requested information or documents in a timely manner.
  • My main duties included, performing reviews on audits and phone call completed by the examiners for accuracy and completeness.
  • Analyzed data to identify discrepancies and errors in financial documents.
  • Provided support for the preparation of monthly, quarterly, and annual financial reports.
  • Conducted research on various accounting topics and provided recommendations based on findings.
  • Developed and implemented internal controls to ensure compliance with company policies and procedures.
  • Prepared bank reconciliations to ensure accuracy of accounts payable and receivable ledgers.
  • Completed year-end closeout of all accounts and records.
  • Aided senior leadership by researching and updating material requirements.
  • To evaluate training needs
  • I was certified as an instructor and led classes for many units in the building
  • I also created the learning materials.

Education

Some College (No Degree) - Accounting and Business Management

University of Phoenix

Skills

  • Project management
  • Data analysis
  • Communication
  • Documentation skills
  • Relationship Building
  • Organization
  • Problem-solving
  • Management
  • Microsoft Office
  • Payroll Processing
  • Document analysis
  • Process Improvement
  • Customer Service
  • Invoice Processing
  • Regulatory Compliance

Personal Information

Title: Store Manager

Certification

  • Food safety certified through June 2028

References

References available upon request.

Timeline

Store Manager

EG-America/Cumberland Farms
10.2022 - 01.2024

Owner/Operator

Swarbrick Tax Services
11.2019 - Current

Office Assistant

Macy's
09.2007 - 08.2022

Lead Financial Assistant

Internal Revenue Service
01.1991 - 11.2018

Some College (No Degree) - Accounting and Business Management

University of Phoenix
Alan Swarbrick