Accounting Professional_Mark Phelps

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Mark Phelps HC 65 Box 8390 ● Amado, AZ 85645 ● (520) 390-7960 ● [email protected] KEY QUALIFICATIONS • Over 10 years of experience using QuickBooks Accounting Software supporting Accountant / Bookkeeper usage questions. • Highly skilled in performing analytical tasks • Honest, trustworthy and dependable • Computer (Expert): QuickBooks 2000 and above, Sage 100 & 50 and all MS Office programs, QuickBase, Windows, RightNow Knowledge Management, Outlook. AREAS OF EXPERTISE ● Custom MS Excel worksheets ● Project management ● Reports compilation ● A/R ● Data Analysis ● Converting data into information PROFESSIONAL EXPERIENCE Royce Masonry – Tucson March 2016 - Present Accounts Receivable Administrator Send out monthly Billing Updated Vendor Portals with Final job numbers for payment Collections on past due amounts Coded new contract pricing into Sage 100 Report monthly A/R performance in Excel Maintain insurance and warranty information on projects Major Accomplishments: Revamped billing process from paper to electronic records Collected over 1 million in outstanding receivables in first 2 months Created trend line and monthly performance reports to give management a top view of Accounts Receivable. Silverado Rooter & Plumbing January 2015 – March 2016 Director Accounts Receivable and New Client accounts Send out billing to customers daily Process payments and handle payment issues Do credit checks on clients Manage collection of overdue bills and legal proceedings for collections Handle daily deposits of checks and credit card transactions Major Accomplishments:

Transcript of Accounting Professional_Mark Phelps

Page 1: Accounting Professional_Mark Phelps

Mark PhelpsHC 65 Box 8390 ● Amado, AZ 85645 ● (520) 390-7960 ● [email protected]

KEY QUALIFICATIONS• Over 10 years of experience using QuickBooks Accounting Software supporting Accountant / Bookkeeper usage questions.• Highly skilled in performing analytical tasks• Honest, trustworthy and dependable• Computer (Expert): QuickBooks 2000 and above, Sage 100 & 50 and all MS Office programs, QuickBase, Windows, RightNow Knowledge Management, Outlook.AREAS OF EXPERTISE● Custom MS Excel worksheets ● Project management● Reports compilation ● A/R● Data Analysis ● Converting data into information

PROFESSIONAL EXPERIENCE

Royce Masonry – Tucson March 2016 - Present

Accounts Receivable Administrator

Send out monthly Billing Updated Vendor Portals with Final job numbers for payment Collections on past due amounts Coded new contract pricing into Sage 100 Report monthly A/R performance in Excel Maintain insurance and warranty information on projects

Major Accomplishments:

Revamped billing process from paper to electronic records Collected over 1 million in outstanding receivables in first 2 months Created trend line and monthly performance reports to give management a top view

of Accounts Receivable.Silverado Rooter & Plumbing January 2015 – March 2016

Director Accounts Receivable and New Client accounts

Send out billing to customers daily Process payments and handle payment issues Do credit checks on clients Manage collection of overdue bills and legal proceedings for collections Handle daily deposits of checks and credit card transactionsMajor Accomplishments:

Revamped bills processes collecting over $49,000 in past due items with first 6 months,

Improved turnaround of A/R from 180 to 55 days.

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Coworx – Tucson, AZ  April 2014 – January 2015Real-Time Analysis

• Update Excel documents to track changes in planned and actual staffing levels• Create and maintain Excel documents to track Overtime needed, recruited, and used.• Create and prepare reports on agent stats using IEX• Create daily PivotChart reporting attendance for the call center.Major Accomplishments:

Designed and implemented shared worksheet to eliminate overstaffing of overtime, resulting in 80% deduction in over utilization of OT.

Dun and Bradstreet Creditability Corp. – Tucson, AZ

 Jan 2013 – March 2014

Credit Advisor – FLEX

• Updated Customer Credit Business Files with branding images and descriptive text• Update customer payments and payment agreements in ordering system• Send billing emails to customers and updated payment agreements• Answer customer billing questions

Major Accomplishments:

Reviewed and created Excel table mapping out knowledge gaps in internal knowledge base, resulting in a 30% increase in the knowledge base and 50% reduction in

Intuit, Inc. – Tucson, AZ Dec 2000 – Aug 2011Content Writer/Subject Matter Expert

• QuickBooks certified 2001, 2002, 2003, 2004, 2005, 2006 / QuickBooks Online 2006, 2007, 2008, 2009, 2010

• Create and maintained over 22,000 help articles for the QuickBooks Online product• Walked customer through setting up payroll and doing initial payroll processing.• Answered Accounting professionals QuickBooks general usage, report, and payroll

questionsMajor Accomplishments:

Setup internal/external knowledge base for QuickBooks online resulting in overall reduction of contact costs of $250,000 in the first quarter of full implementation.

EDUCATIONPima Community College – Tucson, AZAssociates: General Studies (2000) / Accounting (2015)I plan to obtain my Bachelors in Accounting, hopefully by 2017.

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ADDITIONAL SKILLS AND ABILITIES• Able to maintain confidentiality of documents• Proven ability to create advanced Excel workbooks and handle complex mathematical calculations• Outstanding work ethics with excellent organizational skills• Good attention to detail• Excellent organizational and communication skills