Shannon R McKenzie
Lomita,CA
Summary
Experienced accounting supervisor, sales representative, customer service specialist and administrative rockstar seeking new opportunity for growth with an exciting company.
Overview
12
12
years of professional experience
Work History
Accounting Supervisor / Assistant to the CEO
Proworks Insurance Services Inc
Rolling Hills Estates, United States
10.2021 - Current
- Set up and improved accounting systems and processes to meet business needs and maximize operational success.
- Managed accounts payable, accounts receivable, audits, financing and turned in payroll for processing.
- Monitored status of accounts receivable and accounts payable to facilitate prompt processing.
- Utilized QQ Catalyst and Intuit Quickbooks to analyze, store and record company financial information.
- Reached out to vendors and customers to verify information and follow up on client issues.
- Prepared and mailed invoices to customers, processed payments and documented account updates.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Developed client rapport by efficiently addressing incoming correspondence and resolving several A/P inquires per day.
- Applied mathematical abilities to calculate and check figures in accounting systems.
- Contacted clients with past due accounts
- Prepared checks and assisted with payroll duties.
- Audited and processed credit card bills.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Handled all of the CEO's personal payables.
- Responded to numerous emails and other correspondence each day to facilitate communication and enhance business processes.
- Assisted the customer services department with daily tasks relating to money.
Sales Representative / Merchandiser
Young’s Market Company
Los Angeles, CA
03.2018 - 09.2019
- Planned time and activities accordingly to ensure achievement of company and supplier established goals and sales objectives for wine and spirits within 40+ drug chain accounts
- Executed monthly planners/schematics and sold in incremental displays
- Developed monthly, weekly and daily written plans for execution
- Established and followed an efficient and economical routing pattern that ensured assigned accounts were serviced and merchandised as needed
- Built positive relationships and effective partnerships with the ultimate decision maker in all assigned accounts
- Coordinated multiple and diverse options for selling the company’s products to each account based upon their business operations and needs
- Obtained extensive knowledge of the brands and was educated on in-depth features and benefits of each compared to the competition
- Ensured 100% distribution of all authorized SKU’s in cold box and on shelf in all assigned accounts
- Ensured feature price promotions and displayed merchandising support from the assigned territory chain account buyers
- Communicated issues, opportunities and market intelligence with appropriate management
- Maintained and submitted up-to-date, accurate territory and account records
Regional Sales Representative
Gold Coast Natural Distributing
Los Angeles, CA
03.2013 - 08.2017
- Developed and maintained business relationships with Whole Foods and Bristol Farms clients in the designated Southern Pacific region
- Promoted, sold and secured orders for natural foods brands from clients through a relationship-based approach
- Oversaw and presented to 45+ Whole Foods and Bristol Farms stores per month by in-person visits and telephone calls
- Compiled detailed reports each month for all store-level accounts and summarized regional monthly sales
- Presented new products and services to clients and assisted them in selecting those best suited to their needs
- Designed sales sheets (product information handouts) to present and push target items
- Coordinated sales strategy with Whole Foods marketing and regional sales teams
- Planned weekly ads for each quarter of the year and schedule pre orders accordingly
- Maintained positive growth in the Southern Pacific region
- Achieved largest growth in monthly sales YTD on several occasions
- Pioneered and presented my account methods at annual national sales meetings as a featured speaker
- Expedited the resolution of customer problems and complaints, completed required paperwork to supply to vendors
- Researched sources for developing sales growth and for information to determine their potential
- Analyzed the market’s potential and determined the value of existing and prospective products’ value
- Participated in new store openings, demos, annual sales meetings and trade shows
Freight Operations
Diversified Transportation Services
Torrance, CA
07.2010 - 07.2012
- Managed a high volume of calls and emails in a fast-paced freight dispatch department
- Quoted, processed and tracked domestic and international freight shipments
- Worked one-on-one with customers to identify unique needs and assure accuracy of shipments
- Processed orders by determining correct freight dimensions, weight, class, truck space, etc
- Audited insurance purchases and completed weekly reports for management
- Directed incoming calls to available dispatchers/delegated work
Buyer’s Assistant
Food Pantry Ltd
Torrance, CA
02.2010 - 07.2010
- Processed orders for hotel gift shops nationwide
- Entered data for pricing and UPC numbers to ensure proper scanning of merchandise
- Answered calls and processed client inquiries
- Visited hotel gift shop managers to coordinate profitable merchandising
Receptionist / Office Assistant / Sales
The Massage Spot
Hermosa Beach, CA
12.2008 - 07.2009
- Sold spa products and services to clients
- Operated front desk (greeted customers, answered phones, booked appointments, processed payments)
- Cleaned and maintained spa appearance, Opened/Closed spa
Customer Care & Sales Representative
Murad Inc
El Segundo, CA
06.2007 - 06.2008
- Answered and managed 70-100 customer phone calls per day, responded to customer emails and chats
- Entered order data/processed customer orders, refunds, reships, and various other services
- Sold approximately $20,000 of merchandise per month
Accounts Payable / Assistant / Receptionist
KibbeChem Inc
Elkhart, IN
08.2005 - 08.2006
- Entered invoices, verified invoices with purchase orders, cut/mailed checks, balanced accounts, filed/organized all paperwork
- Assisted the Customer Service Manager with daily tasks
- Reviewed customer invoices, filed all end-of-year paperwork, assisted in balancing receivable checks
- Recorded all incoming and outgoing freight, calculated freight costs
- Answered/transferred calls on switchboard, assisted with general inquiries from clients, coordinated appointments for Executives
- Performed general office duties such as filing, faxing, copying typing documents and sorting mail
Education
The Institute For Integrative Nutrition
2020
Business Administration and Management
Indiana University South Bend
South Bend, IN2007
Skills
- Adaptable and Resilient
- Proactive and Self-Motivator
- Meticulous and mindful with client interactions
- Quick learner of new processes and concepts
- Efficient and Detail-Oriented
- Friendly and Relatable
- Diligent Follow Through
- Calm and Professional Under Pressure
- Multitasking and Time Management
- Confidentiality and Data Protection
- Teamwork and Collaboration
Timeline
Accounting Supervisor / Assistant to the CEO
Proworks Insurance Services Inc
10.2021 - Current
Sales Representative / Merchandiser
Young’s Market Company
03.2018 - 09.2019
Regional Sales Representative
Gold Coast Natural Distributing
03.2013 - 08.2017
Freight Operations
Diversified Transportation Services
07.2010 - 07.2012
Buyer’s Assistant
Food Pantry Ltd
02.2010 - 07.2010
Receptionist / Office Assistant / Sales
The Massage Spot
12.2008 - 07.2009
Customer Care & Sales Representative
Murad Inc
06.2007 - 06.2008
Accounts Payable / Assistant / Receptionist
KibbeChem Inc
08.2005 - 08.2006
The Institute For Integrative Nutrition
Business Administration and Management
Indiana University South Bend
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