Foley, Alabama, United States
Design, analyze, and test logistics software with a focus on the accounting/finance modules. Monitor and improve business processes across software support, customer support, software deployment and installation procedures. Software development project management. Customer Service management. Provide in-person and live webinar software training. Created Learning Center with user manuals and videos. Administered the change to new support ticket software.
Tripled the revenue for the Accounting Profit Center within one year. Managed the daily, monthly, and quarterly bookkeeping and financial reporting for 11 credit unions. Maintained great customer relations. Conducted in person and live webinar training courses on the CU*BASE software. Prepared for software conversions and ensured accurate transfer of financial information post conversion. Reconciled debit/credit card suspense and settlement accounts during and after software conversions.
Tax preparation & research - individuals, partnerships, corporations, estates & trusts Audit Assistance
Tax preparation - individuals and partnerships