Experienced account manager with a background in client relations, customer service, and issue resolution. Trusted for managing sensitive financial details, maintaining strong customer relationships, and delivering accurate documentation and reporting.
Work History
Account Manager
20 Years 3 Months
M & I Services Inc | 08.2006 - Current
Supported audit requests by organizing schedules, files, and transaction details.
Gathered financial information, prepared documents, and closed books.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Prepared working papers, reports and supporting documentation for audit findings.
Prepared and filed tax forms to meet the needs of customers.
Used accounting software to issue tax returns and prepare consolidated reports.
Prepared personal and business tax returns
Customer Service, called customers when filings were due
Identified legal tax savings and recommended ways to improve profits.
Completed bi-weekly payroll for company employees.
Sales Manager
4 Years 4 Months
United Marketplace LLC | 09.2001 - 01.2006
Built long-lasting client relationships through excellent customer service and consistent followups.
Attended industry events and conventions to explain sales opportunities.
Managed accounts to retain existing relationships and grow share of business.
Administrative Intern
3 Years 2 Months
Carib Cor Services | 01.1998 - 03.2001
Coordinated daily administrative support, maintaining organized records and timely document flow.
Processed incoming calls, emails, and visitor inquiries with professional responsiveness.
Prepared correspondence, reports, and internal forms with consistent accuracy and formatting.
Managed filing systems, ensuring quick retrieval of sensitive office documents.