Megan Ellis
Scotts,MI
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Collaborative and strategic team leader with robust background in customer relationship management. Principle strengths include: Excellent organizational skills, ability to bring together individuals from different environments to communicate on a level ground, strong leadership skills, strong initiative and drive, always willing to take on and learn new processes, broad knowledge of finance and accounting practices and processes, and a strong aptitude in systems.
Overview
21
21
years of professional experience
Work History
Account Manager
Get Movin' LLC
04.2018 - Current
- Took product to new territory steadily increasing accounts by at least 30% each year.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained highest client retention rate for company by providing exceptional customer service and anticipating client needs.
- 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.
- Streamlined internal processes for better efficiency in account management tasks.
- Improved overall team productivity by implementing best practices in organization and time management.
- Drove revenue growth by identifying new business opportunities within existing accounts
- Implemented new CRM system to track client interactions and feedback, leading to more personalized service.
- Boosted client retention by developing and implementing comprehensive account management strategy.
- Achieved or exceeded company-defined sales quotas.
Decision Support Analyst
Bronson
01.2021 - 01.2024
- Supported BHG Finance during monthly, budget and month end close including reviewing cost standards for every department, Flex Budget, item adds, and reconciliations working in EPIC and Performance Management
- Supported the BHG Finance Team by performing closing activities
- Key member of the team entering costing data for budget and actuals
- Provided superb customer service by entering all cost standard adds
Capital Financial Analyst
Zoetis and Atrium
01.2011 - 01.2019
- Supported GMS Finance during budget and month end close including journal entries, item adds, and reconciliations
- Supported the capital process through the timely and accurate set up of capital projects, work orders, and purchase requisitions
- Supported the GMS Finance Team by performing closing activities including posting journal entries
- Key member of the team inputing costing data for budget
- Provided superb customer service by entering all purchased item adds
- Supported project teams by approving purchase orders and setting up work orders.
Capital Cost Specialist, Engineering
Yonkers Reporting to Pfizer
01.2011 - 01.2012
- Supported the capital process through the timely and accurate cost management of capital projects, work orders, and purchase requisitions
- Provided superb customer service by working with project teams to manage costs associated with projects in CompuTron and the Capital Database (CDB) including budget set up
- Supported project teams by analyzing purchase orders and hourly charges to projects
- Prepared close packets for capital requisitions
- Created cost control sheets to monitor charges between two different companies and multiple systems.
Senior Financial Analyst, WPBS Planning and Report
KELLOGG
01.2004 - 01.2009
- Supported the financial planning and reporting process through the timely and accurate completion of annual plans, estimates, and other analysis
- Prepared monthly analysis to identify and explain variances to the Plan and Strategic Estimate
- Developed forecasts and budgets that met the goals established for the Division and each equity
- Developed and built Hyperion Reports for all the equities under WPBS
- Provided up-to-date financial information, including forecasts, for each equity and for the total Division
- Key member of the WPBS Restatement team.
Education
BSM -
Cornerstone University
Grand Rapids, MI01.2004
Skills
- Microsoft Office: Outlook, Excel, Word, Access, PowerPoint, Project, Visio
- CRM: Greenrope and Salesloft
- Financial Software: Hyperion, Citrix, O@sis, Documentum, WinShuttle, Ariba, RUMBA
- SAP FI/CO and BWP
- MAPS
- Data Collection & Research
- Financial statement analysis
- Financial Management
- Financial and operational reporting
- Advanced computer skills
- Flexible team player
Affiliations
- Institute of Management Accountants
- Toastmasters
- SAP User Group
- Dale Carnegie Graduate
Timeline
Decision Support Analyst
Bronson
01.2021 - 01.2024
Account Manager
Get Movin' LLC
04.2018 - Current
Capital Financial Analyst
Zoetis and Atrium
01.2011 - 01.2019
Capital Cost Specialist, Engineering
Yonkers Reporting to Pfizer
01.2011 - 01.2012
Senior Financial Analyst, WPBS Planning and Report
KELLOGG
01.2004 - 01.2009
BSM -
Cornerstone University
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