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Title Customer Service Retail Store
Target Location US-IN-Indianapolis
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1Candidate's Name
Street Address  Royal Oakland Ct.Indianapolis, Indiana Street Address
Phone: C:PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEEnergetic professional skilled in nonprofit and corporate entities over twenty years as it relates to management, administration in finance, accounting, and compliance processes. Employment HistorySaks Fifth Avenue Retail Store- Indianapolis, INAugust 2023- January 2024 - Specialist Operations Associate (SOA)Manage and reconcile daily cash management transactions of sales team.Providing various daily metric and audit reporting for both internal and corporate management.Assisting Saks team members with currency requests, change orders, register loans, and cash pick-ups.Macys Retail Store, Orlando, FL./ Transferred to Indianapolis, IN May 2022- August 2023- Retail Sales AssociateProviding maximum customer service and effective communication.Exceptional multi-tasking in a challenging environment. HD Supply Whitecap, Orlando, FLFeb 2019 - Sept 2020 - Senior Tax AssociateIn communication with Corporate Audit Team, as well as communicated questions with customers regarding their invoices and documentation presented to HD Supply.Confirmed with customers the correct exemption certificate documentation necessary to meet states sales tax guidelines.Performed internal audits for both the US Tax Team and the International Tax Team in India.Daily reviewed, calculated, and adjusted sales tax for all 50 US states for the HD Supply distributors, and branch offices.US Pack Logistics LLC, Orlando, FLJan 2018 - Jan 2019 - Administrator and Accounting Assistant 2Developed efficient metric reports via Excel for multiple viewers for the Accounting and Payroll.Daily oversight of researching, contacting state departments, and making payments regarding withholding and unemployment tax accounts for six courier service companies nationwide.2014-2017  Family relocated and transitioned to Florida.Held temporary contract positions with multiple staffing companies during this time. Pension Fund Headquarters (Disciples of Christ), Indianapolis, IN Jan 2010 - Mar 2014, Compliance DirectorManaged defined benefits and tax deferred contribution plans for a three-billion-dollar nonprofit and healthcare organization.Helped in hiring the auditor and worked alongside the Auditing Department to review the company processes in corporate governance and fiduciary responsibility for five thousand accounts receivable.Oversight of the execution and documentation of the Participation Agreements and contracts between the organization, the members, and third-party vendors.Voted proxies, reviewed SOX reports, and created Board of Directors reports in a timely manner.Project manager of a team effort to create and implement a sales tax initiative.Developed, executed, and trained staff on the organizations first Records Management Data Security Policy. The policy became part of the Employee Handbook.Tracked and kept record of all employee incidents pertaining to theft and security issues. Pension Fund Headquarters (Disciples of Christ), Indianapolis, IN Nov 2007 - Dec 2009, Accounting DirectorSupervised the Accounting and Customer Service Treasury Departments for the North American Disciples of Christ Pension Fund headquarters.Entrusted by the Executive Staff to reconcile and process over eight million dollars monthly in pensions and annuities.Supported the Controller with audits, and multiple projects in a rigorous environment, including assisting with month end financial reporting for three entities: US Pension Headquarters, Canadian Headquarters, and the Healthcare Department.Effectively supervised the Receipting Department and the Call Center Customer Service for business transactions.Treasury duties, including processing ACH and wire transfers for Disciples of Christ members, reconciled sweep account daily, and oversight of budgeting processes and accounts payables.Education and TrainingIndiana University School of Business, Indianapolis, IN  Bachelor of Science in Business FinanceExperiential knowledge in Coupa Software, Excel, Word, Outlook Explorer, and Oracle. Previous training and usage with QuickBooks Pro, Great Plains and Oracle, AS400

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