Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
AccountManager

Lauren Peña

Houston,TX

Summary

Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management. Talented professional considered knowledgeable leader and dedicated problem solver. Brings 10 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements.

Overview

8
8
years of professional experience

Work History

Account Manager

Winpark
Houston, TX
02.2020 - Current
  • Developed and initiated projects, managed costs, and monitored performance.
  • Reined in project costs while meeting key milestones.
  • Fostered relationships with vendors to promote positive working relationships.
  • Updated operational methods, oversaw accounting procedures, tracked information and compiled data to improve efficiency.
  • Orchestrated projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders.
  • Oversaw high profile projects for by planning, designing, and scheduling phases.
  • Generated and submitted invoices based upon established accounts receivable schedules and terms.
  • Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
  • Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
  • Delivered engaging and polished presentations to highlight products and draw favorable competitor comparisons.
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Improved account management by predicting potential competitive threats and outlining proactive solutions.
  • Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs.
  • Managed book of business worth Millions across 20+ accounts

Office Administrator

Central Helicopter Service, LLC
Houston, TX
05.2016 - 01.2020
  • Manage daily operations, financials, and administrative activities to implement enterprise-wide quality system, improve cost structure, enhance operating performance
  • Maintain files according to guidelines and maintain confidentiality
  • Respond to calls and visits from senior management, site employees, public and determine urgency of any situation
  • Accounts Payable, Accounts Receivable, budgets and forecast
  • Strengthened financial management processes to bring errors to near-zero in reporting, payroll administration and general bookkeeping
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software
  • Accurately and quickly prepared and delivered multiple bank statements, including statements, deposits and ledgers
  • Verified postings to ledgers to ensure proper entry and account balances
  • Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records and financial statements
  • Oversaw accounts and financial reporting for over 20 clients
  • Analyzed and adjusted inconsistencies in automated supply accounting system
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable
  • Improved business direction by prioritizing customers and implementing changes based on collected feedback
  • Booked flights, car rentals and hotel accommodations for business travel for employees

Retail Banker

Woodforest National Bank
Houston, TX
05.2014 - 05.2016
  • Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
  • Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
  • Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Reviewed figures, postings and documents for correct entry, completeness and accuracy.
  • Handled 100's of calls per day to address customer inquiries and concerns

Education

High School Diploma -

Goose Creek Memorial
Baytown, TX
05.2012

Associates -

Houston Community College
Houston, TX

Skills

  • Microsoft Office, Receptionist and QuickBooks
  • Basic accounting, Procurement
  • Data entry
  • Accounts Receivable, QuickBooks and AccountEdge
  • Process and procedure development
  • Strong verbal communication
  • Account maintenance
  • Project planning and development
  • Business process re-engineering
  • Advanced problem solving
  • Budget administration
  • Business Partner Relationship Management

Additional Information

  • Electronic Card Services ·
  • PayPal

Timeline

Account Manager

Winpark
02.2020 - Current

Office Administrator

Central Helicopter Service, LLC
05.2016 - 01.2020

Retail Banker

Woodforest National Bank
05.2014 - 05.2016

High School Diploma -

Goose Creek Memorial

Associates -

Houston Community College

Similar Profiles

CREATE PROFILE
Lauren Peña