Greg DeWeerd
Colorado Springs,CO
Summary
Detail-oriented Accountant with strong skills in financial reporting, account reconciliation, and budget management. Proven ability to effectively manage Trust Accounts and support compliance auditing processes.
Overview
29
29
years of professional experience
Work History
Accountant
Orchard Alliance
Colorado Springs, Colorado
05.2020 - 05.2026
- Managed general ledger entries and reconciled accounts regularly.
- Supported annual audits by providing accurate documentation and timely assistance.
- Collaborated with teams to ensure compliance with financial regulations and policies.
- Coordinated budget preparation and monitored fiscal year expenditures to ensure alignment with financial objectives.
- Utilized accounting software for tracking expenses and processing invoices efficiently.
- Managed Trust Accounts, overseeing contributions, distributions, present value calculations, and amortizations for Trusts, Endowments, CRUTS, and Unitrusts.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
Personal Services Group Representativie
T Rowe Price
Colorado Springs, Colorado
05.2015 - 05.2020
- Engaged high net worth clients to assess and address their unique financial needs.
- Managed client inquiries and provided detailed investment information.
- Educated clients on financial products and services available.
- Facilitated account openings and maintained accurate client records.
- Resolved client issues through timely follow-up and support, enhancing overall client satisfaction.
- Assisted co-workers during busy periods to provide excellent customer service.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Resolved customer complaints in a professional manner while remaining empathetic to their concerns.
- Achieved daily performance goals established by management, contributing to team success.
Assistant Manager
Lowes Home Improvment
Colorado Springs, Colorado
05.2009 - 04.2015
- Held the assistant manager level positions of Sales Manager, Assistant Manager 3 and Assistant Manager 2
- Collaborated with management to develop strategic plans that aligned with business goals.
- Assisted in managing daily store operations and maintaining inventory levels.
- Developed customer relationships and drove increased business and loyalty with Commercial customers
- Managed and developed skill proficiencies of commercial sales team and product exteriors outside sales rep to enhance team effectiveness.
- Managed sales generation and growth, profit and loss, cost and expense controls, payroll management, merchandising standards, and inventory control.
- Conducted interviews, staffing, hiring, training, evaluating, and development of store personnel
- Developed inventory tracking and supply ordering system to improve operational efficiency.
- Maintained accurate records of sales transactions using point-of-sale systems.
Operations Manager
Circuit City Stores
Colorado Springs, Colorado
03.2008 - 03.2009
- Managed daily operations to enhance store functionality and customer experience.
- Coordinated inventory management and stock replenishment to support sales initiatives.
- Trained staff on customer service protocols and sales techniques.
- Oversaw scheduling to optimize workforce productivity and coverage.
- Supervised employee workflow to improve productivity and uphold quality standards.
- Coordinated employee scheduling, conducted training sessions, and maintained inventory control processes.
- Managed staffing needs through recruitment, selection, onboarding, and training.
Store Manager
Best Buy
Colorado Springs, Colorado
07.1997 - 02.2008
- Managed multiple departments as Store Manager, Sales Manager, and Operations Manager, leading to enhanced store performance.
- Instrumental in increasing revenue of location #298 by 25% between 2005 and 2008
- Managed daily store operations and ensured efficient workflow.
- Exceeded team goals and resolved issues through implementation of targeted customer service initiatives.
- Trained and supervised staff to deliver exceptional customer service.
- Recruited, trained and supervised new employees.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Monitored and implemented programs to enhance store proficiencies and ensure compliance in operational audits.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Education
MBA - Management And Finance
University of Phoenix
Tempe, AZ01-1998
Bachelor of Arts - Business Administration And Management
Calvin College
Grand Rapids, MI05-1989
Skills
- Financial reporting
- Account reconciliation
- Budget management
- Financial analysis
- Tax preparation
- Compliance auditing
- Customer relationship management
Timeline
Accountant
Orchard Alliance
05.2020 - 05.2026
Personal Services Group Representativie
T Rowe Price
05.2015 - 05.2020
Assistant Manager
Lowes Home Improvment
05.2009 - 04.2015
Operations Manager
Circuit City Stores
03.2008 - 03.2009
Store Manager
Best Buy
07.1997 - 02.2008
MBA - Management And Finance
University of Phoenix
Bachelor of Arts - Business Administration And Management
Calvin College