Morgan Mcgee
Ben Wheeler,TX
Summary
Accomplished Finance Manager with a proven track record at Superstar Trailers, enhancing financial accuracy and customer satisfaction. Expert in budget forecasting and adept at fostering client relationships, significantly improving financial processes and compliance. Skilled in Microsoft Excel and effective communication, consistently achieving and surpassing goals with strategic improvements and team training.
Overview
8
8
years of professional experience
Work History
Finance Manager
Superstar Trailers
11.2022 - 08.2023
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Optimized cash flow with diligent monitoring of accounts receivable and payable.
Finance Manager
RJ Trailers
06.2020 - 03.2023
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
Customer Service Representative
Maximus
01.2017 - 11.2020
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Customer Sales Representative
Chiro Supply
02.2015 - 08.2017
- Built strong relationships with clients through attentive service, leading to repeat business and referrals.
- Emphasized product specifications to meet customer needs.
- Responded to customer calls and emails to answer questions about products and services.
- Increased customer satisfaction by addressing and resolving issues promptly and professionally.
- Assisted call-in customers with questions and orders.
- Described product highlights and benefits to help guide purchasing decisions.
- Enhanced the overall customer experience by providing personalized recommendations based on their preferences and needs.
- Participated in ongoing product training sessions, ensuring a comprehensive understanding of offerings to better assist customers.
- Resolved concerns with products or services to help with retention and drive sales.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Upsold additional products or services when appropriate, contributing to higher average transaction values per sale.
Education
High School Diploma -
Mabank High School
Mabank, TX05.2016
Skills
- Budget Forecasting
- Financial Budgeting
- Customer Satisfaction
- Internal Controls
- Financial Management
- Continuous Improvement
- Credit analysis
- Performance Analysis
- Customer relationship development
- Verbal and written communication
- Financial Analysis
- Coaching and training
- Staff Training
- Cash Flow Management
- Mentoring and training
- Debt management
- Revenue Recognition
- Improvement Recommendations
- Portfolio Management
- Customer Service
- Problem-solving abilities
- Active Listening
- Critical Thinking
- Data Entry
- Customer Relations
- Call center experience
- Computer Proficiency
- Conflict Resolution
- Problem Resolution
- Money handling abilities
- Complaint Handling
- Microsoft Excel
- Complaint resolution
- Payment Processing
- Client Relations
- Professional telephone demeanor
- Microsoft Outlook
- Scheduling
- Follow-up skills
- Call Management
- Product Knowledge
- Paperwork Processing
- Appointment Scheduling
- Order Processing
- Administrative Support
- Microsoft PowerPoint
- Microsoft Office Suite
- Prioritization
- De-Escalation Techniques
Timeline
Finance Manager
Superstar Trailers
11.2022 - 08.2023
Finance Manager
RJ Trailers
06.2020 - 03.2023
Customer Service Representative
Maximus
01.2017 - 11.2020
Customer Sales Representative
Chiro Supply
02.2015 - 08.2017
High School Diploma -
Mabank High School
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