Ann E. Email & Phone Number

United States

Sonoma County, California, United States

Sonoma County

• Developed inventory methods and product data for implementation of new software.• Set up all details of inventory program, created training manual and trained associates.• Research and resolve inventory variance• Perform physical inventory counts. • Forecast inventory demands to maintain proper stock levels for multiple locations.• Submit purchase orders and persistently communicate with vendors to confirm orders are on schedule.• Developed shipping requirements to streamline receiving and prevent shipping issues. • Work with contractors and vendors to build mutually beneficial relationships and ensure compliance.• Research and correct receiving and billing errors.• Extensive use of MS Excel: import, export, formatting, formulas, functions, filter and sort in support of duties such as forecasting, research, audits and building reports.• Conduct sales analysis to build sales reports and charts.• Created purchasing tools such as centralized vendor information and product purchasing key.• Process A/P, A/R and assist in other accounting duties.

Santa Rosa, California

With my office, organizational and time management skills I worked in an accounting office of three Certified Public Accountants. What started as a temporary tax season position turned into a long term working relationship in assisting the firm in reorganizing for efficiency and preparing to increase clientele. Temporary duties included reviewing returns for accuracy, finalizing the returns in preparation for submission to clients and filing. I also assisted in greeting clients and answering phones when needed. Following tax season I updated files, worked in Excel to create a digital record in preparation for digital files, updated and ran reports. My work was efficient and appreciated by all members of the office.

With my typing, 10 key and customer service skills I excelled as a part-time teller. I was quickly promoted to full-time teller assisting members in research, closing and opening accounts. I assisted in receiving cash shipments and balancing the vault. Due to my attention to detail I helped my associates in finding and correcting cash discrepancies to balance their cash drawers. I was soon promoted to Member Service Representative, opening and closing all types of accounts (including IRA's and estate) and introducing new members to credit unions as not-for-profit and member owned financial institutions.