Carlee Carter
Chesapeake,VA
Summary
Dynamic Revenue Accountant with expertise in ERP systems and customer relationship management at Milo's Tea Company. Proven track record in delivering accurate month-end close activities and enhancing operational efficiency. Adept at guiding teams through complex accounting challenges while fostering strong client connections, resulting in improved revenue recognition and customer satisfaction.
Overview
7
7
years of professional experience
Work History
Revenue Accountant
Milo's Tea Company
Chesapeake, VA
09.2023 - Current
- Performed month-end close activities, including journal entries, reconciliations, accruals.
- Provided guidance on complex accounting issues related to revenue recognition.
- Conducted variance analyses between budget and actual results for revenue accounts.
- Managed customer relationships by responding promptly to inquiries regarding invoices or payments.
- Assisted with the implementation of a new ERP system to ensure accurate data entry.
- Collaborated with internal stakeholders such as Sales, IT, and Finance teams.
- Delivered superior level of customer service to small business clients.
- Daily utilization of ERP systems (Sage, Salesforce, High Radius, Monday.com)
Assistant Manager of Operations
Lululemon
, Florida
01.2022 - 09.2023
- Coordinates labor management and monthly scheduling for a team exceeding 30 individuals
- Manage weekly budgets to ensure quarterly financial targets are achieved.
- Facilitate and direct weekly and monthly strategy-planning meetings focused on achieving business objectives.
- Audit and code expense reports to correct GL accounts.
- Monitored daily operations, ensuring efficiency, accuracy and compliance with policies and procedures.
- Participated in meetings with senior executives regarding project updates or strategic planning initiatives.
Customer Service Supervisor
Airforce Exchange
, Guam
01.2021 - 01.2022
- Directed cash flow activities in store while guaranteeing compliance with established procedures.
- Implemented programs designed to increase employee engagement within the team.
- Evaluated customer trends and communicated findings to management to strengthen initiatives for the store.
- Verified and reconciled all cash flow up to $200,000.
- Developed and led weekly agendas.
- Evaluated employee performance reviews based on specific criteria set forth by management.
Assistant Manager
Lululemon
, Virginia
01.2020 - 01.2021
- Organized leadership and staff meetings, developing a pertinent agenda weekly to enhance alignment and success across store operations.
- Led visual merchandising initiatives for seven stores in Southeast Seasonal Region.
Coached peers, facilitating professional development and enhancing performance.
Provided constructive feedback to improve merchandising strategies.
Adapted visual displays based on varying store demands to maximize impact. - Managed team of 20+ employees throughout pop-up store opening and closing processes
- Analyzed sales data to identify trends and adjust strategies accordingly.
Key Leader
Lululemon
, Virginia
01.2018 - 01.2020
- Guided store team in leveraging technology for operational support while emphasizing positive guest experiences.
- Received and processed inventory from warehouse, including unpacking, counting, folding, sizing, and arranging on floor.
- Coached team members on effective customer service techniques.
- Organized promotional events which resulted in an increase in sales revenue by 15%.
Education
BBA - Marketing
Brenau University
Gainesville, GA08.2023
Skills
- ERP systems
- Journal entries
- Month end close
- Collections management
- Efficient in Microsoft Office
- Customer relationship management
- Invoice statements
- New Customer onboarding
- Monthly Profitability recaps for customers
- Operational efficiency
Affiliations
- Active volunteer at the local community animal shelter
- Coaching and playing volleyball in the local community
- Played college volleyball for 3 years
References
References available upon request.
Timeline
Revenue Accountant
Milo's Tea Company
09.2023 - Current
Assistant Manager of Operations
Lululemon
01.2022 - 09.2023
Customer Service Supervisor
Airforce Exchange
01.2021 - 01.2022
Assistant Manager
Lululemon
01.2020 - 01.2021
Key Leader
Lululemon
01.2018 - 01.2020
BBA - Marketing
Brenau University
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