Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Phillip Marchese

Wilmington,MA

Summary

Results-driven Account Manager with proven success in managing client relationships, driving revenue growth, and implementing strategic initiatives. Strong skillset includes problem-solving, negotiation, and communication. In previous roles, made significant impact by improving processes for increased efficiency and customer satisfaction. Demonstrated ability to lead teams towards common goals while maintaining focus on bottom line results.

Overview

3
3
years of professional experience

Work History

Account Manager

T&M Construction
Medford, MA
01.2025 - Current
  • Managed client accounts and maintained strong relationships with stakeholders.
  • Facilitated communication between clients and internal teams to address needs.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Developed strategies to increase revenue from existing accounts.
  • Prepared monthly financial statements for each account.

Administrative Assistant

Assured Testing Laboratories
Tyngsboro, MA
07.2024 - 01.2025
  • Data entry and record keeping, as well as maintaining the company's QuickBooks.
  • Handled customer inquiries, complaints, and follow-up, ensuring high customer satisfaction levels.
  • Creation of weekly reports tracking sales, customer patterns, and order due dates.
  • Managed Accounts Receivables/Accounts Payables.
  • Daily purchase order and invoice creation.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.

INTERN TAX ASSOCIATE

Daigle & Associates LLP
Stoneham, MA
10.2022 - 12.2023
  • Prepared and filed tax returns for individuals, trusts, estates, and corporations.
  • Advocated on behalf of clients during disputes with the IRS or other taxing authorities.
  • Utilized computer software program ProFx to prepare taxes accurately and efficiently.
  • Drafted correspondence to clients concerning their tax status or changes in law that may affect them.
  • Maintained client confidentiality in accordance with IRS guidelines.

Education

Bachelor of Arts (B.A.) - Accounting

Merrimack College
North Andover, MA
05.2023

Skills

  • Coordination and Teamwork
  • Multitasking and Time Management
  • Highly Efficient and Productive
  • Research and Analytical Skills
  • Strong Organizational Skills
  • Proficient in Microsoft Excel and Word
  • Client account management
  • Financial reporting
  • Customer relationship management
  • Attention to detail

References

  • Keith, Lanzillo, Quality Control Manager, klanzillo@daiglellp.com, (617) 584-0159, Daigle & Associates LLP, Supervisor
  • Anthony, Daigle, CEO, adaigle@daiglellp.com, (617) 312-9283, Daigle & Associates LLP, Boss

Timeline

Account Manager

T&M Construction
01.2025 - Current

Administrative Assistant

Assured Testing Laboratories
07.2024 - 01.2025

INTERN TAX ASSOCIATE

Daigle & Associates LLP
10.2022 - 12.2023

Bachelor of Arts (B.A.) - Accounting

Merrimack College

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