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Consultant Resume Profile

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TX

CAREER SUMMARY

Organized, focused and highly motivated business professional, skilled in information technology, QuickBooks expertise, project management. Analytical skills, contract negotiator, business processes, data collection, travel and expense, office administration, customer service, client retention, data analysis, system migrations, process improvement, accounts receivable, accounts payable, and payroll.

Technical Skills

Applications/Tools: MS Word, MS Access, MS Project, MS Excel, Visio, Print Shop, MySQL, Dream Weaver, Front Page, Adobe Acrobat Professional, QuickBase, QuickBooks, SalesForce, SharePoint, Retail bookkeeping, Workforce Cisco phone Systems, MLS, DocuSign, ZipForm

HIGHLIGHTS OF PROFESSIONAL EXPERIENCE

Confidential

Service Department

  • AR/AP using QuickBooks
  • Capture inventory using QuickBooks
  • Collections
  • Create customer invoice using QuickBooks
  • Account reconciliation
  • Maintain Social Media
  • Document control
  • Dispatch service technicians
  • Product and equipment procurement
  • Office management

Confidential

Assistant

  • Installed and supported applications and equipment.
  • Administered marketing by creating print ads, flyers, and mass mailing.
  • Worked with owners to complete projects in a timely manner
  • Responsible for real estate contract lifecycle
  • Responsible for the procurement of office equipment
  • Responsible for document control

Confidential

Consultant

Inbound call center assignment.

Confidential

Technical Publication Supervisor/Executive Operations Assistant

  • Worked closely with stakeholders and staff to understand the requirements and specifications for new applications along with re-engineering the existing applications
  • Resolved vendor invoice or purchase order issues
  • Implemented, and managed company CRM ZOHO CRM -cloud base
  • Collaborated with project managers and technical staff to develop and implement manuals and maximize process efficiency
  • Data cleansing, and data profiling
  • QuickBase, developer and subject matter expert
  • Simplified complex, time-sensitive projects into series of manageable tasks
  • Responsible for document control
  • Captured customers and corporations information accurately

Confidential

Supervisor, Product Specialist

  • Track record of consistently meeting and exceeding customer expectations and company goals. Core competencies include customer relations, employee supervision, training, operations, sales promotions, merchandizing and P L accountability.
  • Managed daily story operations, including staff hiring, training, evaluation and work schedules
  • Handled budget planning and tracking, accounting and payroll
  • Established sales goals managed budgets and devised sales forecasts
  • Cultivated and maintained positive relationships with Sephora's vendors brands

Confidential

Vendor Management II

  • Managed electronic financial information products used by advisors and staff of asset management firm handling over 329B in assets Main point of contact for product vendors cultivated new vendor relationships Market data assistant
  • Market Data liaison
  • Assisted in all aspects of trade reporting, account balances monitoring, company research
  • Event planner - road shows and investment seminars
  • Evaluated the organization's technology use, needs, and recommend improvements, such as hardware and software upgrades.
  • Installed and supported applications and equipment.
  • Met with department heads, managers, supervisors, vendors, and others, to solicit cooperation and resolve problems.
  • Project team leader - developed internal web site.
  • Recruited, hired, trained and supervised staff, and participated in staffing decisions.
  • Reviewed project plans in order to plan and coordinate project activity.
  • Spearheaded the evaluation and integration of Reuters Knowledge
  • Evaluated data processing proposals to assess project feasibility and requirements
  • Served as liaison between company and client technical and executive management teams
  • Conducted in-house and client-site training,
  • Provided system and administration support of all third party services for all sites.
  • Served as applications tester for in-house products, facilitating integration into production environment
  • Maintained and cultivated vendor and broker relationship
  • Instrumental in migrating four hundred and fifty users off Reuter's server backbone and onto Schwab in-house server infrastructure Resulting in a 500,000 savings soft dollar savings

Confidential

Project Manager

  • Formed and staffed back office operation.
  • Established accounts receivable and accounts payable policies and procedures
  • Acquired systems, tested environment and trained new users.
  • Established policies and procedures
  • Selected and purchased all software and hardware, integrated new systems into existing network.
  • Oversaw day-to-day changes for an eighteen- 18 team trading staff three shifts
  • System administrator Reuters 2002, Globex2, Galax-c
  • Negotiated new product and services
  • Liaison between vendors and end users with emphasis on troubleshooting
  • Manage all market data services.
  • Lead team leader for all system conversion projects.

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