Charles Heath

Charles Heath Email and Phone Number

Financial Accounting Specialist @ De Elliotte Co Inc
Leawood, KS, US
Charles Heath's Location
Leawood, Kansas, United States, United States
Charles Heath's Contact Details
About Charles Heath

I have experience in all aspects of financial management from the basics of general ledger accounting and financial reporting to forecasting, budgeting, and strategic planning. My experience includes managing all aspects of the financial operations at WG Acquisition Corp. from pricing jobs to managing professional financial relationships and partnerships. My skills include cash flow management, forecasting, budgeting, general ledger accounting and financial analysis.In addition, I have several abilities that do not show up on a resume. This includes a solid work ethic that goes back to my pre-teen years when I had my first paper route and mowed yards around the neighborhood. I can promptly improvise when conventional ways are blocked and you need to find another way. I also recognize the importance of schedules and know that every moment counts. My many years of experience enable me to make intelligent decisions.Specialties:• Strategic Planning• Forecasting and Budgeting• Financial Reporting• Inventory Management• Cash Management

Charles Heath's Current Company Details
De Elliotte Co Inc

De Elliotte Co Inc

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Financial Accounting Specialist
Leawood, KS, US
Charles Heath Work Experience Details
  • De Elliotte Co Inc
    Financial Accounting Specialist
    De Elliotte Co Inc
    Leawood, Ks, Us
    View
  • Ensoftek
    Contract Accountant
    Ensoftek Jun 2016 - Aug 2017
    Kansas City, Missouri Area
    • Worked on chargebacks, write offs, adjusting entries and other projects as needed for GSA Fleet Management Services.• Reduced chargebacks from over $6 million to less than a million in a year. Called on agency customers, obtained proper documentation, then rebilled the chargeback using updated documentation.• Performed an average of more than 150 adjusting entries per month to properly account for canceled orders, or price adjustments to orders.• Write offs were minimal. Typically performed for old receivables that were deemed uncollectible.
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  • Tdb Communications, Inc.
    Accountant
    Tdb Communications, Inc. Dec 2014 - Jun 2016
    Kansas City, Missouri Area
    I headed up a team of people responsible for helping procure subsidized childcare costs for Army families. Charged with making sure that our team met its daily goals, plus took on special projects as needed by other teams within the overall group. Tracked daily production of each individual team member and reported to GSA management our daily results. Duties required a tremendous attention to detail and leadership skills needed to ensure that daily goals are met.
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  • Wg Acquisition Corp.
    Principal
    Wg Acquisition Corp. Apr 2009 - Sep 2012
    Leading company in the field of stamping press service and repair. Ward & Garrison worked with all parts of a stamping press, including press controls and mechanical functions. Involved in all aspects of the company including accounting, financial management, forecasting, relationship management with key partners (insurance, taxes, banking), customer service, accounting, human resources, purchasing, vendor relationships, inventory, job bidding, planning, budgeting and scheduling.• Utilized Peachtree accounting software, reconciled financial statements.• Supervised a staff of 4 Field Technicians and 1 Technical Salesperson.• Helped oversee 12% revenue growth in 2011, and 16% through June 2012 (year over year).
  • Umb Financial Corp.
    Equity Analyst
    Umb Financial Corp. Mar 2006 - Feb 2009
    • Recommended equity purchases and sales to portfolio managers, based on quantitative and qualitative factors relevant to specific company outlook.• Researched economic factors as it related to sector being analyzed to determine highest quality investments for equity portfolios.• Communicated ideas to portfolio managers through face to face meetings and through a weekly newsletter, which I commenced during my time at UMB.
  • Umb Financial Corp.
    Portfolio Manager
    Umb Financial Corp. Sep 1998 - Mar 2006
    • Leading bank and asset manager in the Kansas City area and throughout the Midwest, with a focus on small and medium sized businesses as well as high net worth individuals.• Managed over $200 million in trust client investment portfolios, allocating assets based on client risk tolerance and UMB Asset Management quality guidelines.• Managed portfolios up to $8 million in total relationship size with over two dozen portfolios greater than $1 million in size.• Reported portfolio results to client, either through phone interaction or face-to-face meetings.• Assisted in sales efforts to bring in new clients, explaining investment process, presenting current economic conditions, and risks involved with each type of investment.

Charles Heath Skills

Financial Analysis Financial Reporting Forecasting Strategic Partnerships Strategic Financial Planning Pricing Capital Budgeting Operating Budgets Wealth Management Investment Strategies Asset Allocation Investment Management Mutual Funds Portfolio Management Asset Management Banking Financial Planning Finance Management

Charles Heath Education Details

Frequently Asked Questions about Charles Heath

What company does Charles Heath work for?

Charles Heath works for De Elliotte Co Inc

What is Charles Heath's role at the current company?

Charles Heath's current role is Financial Accounting Specialist.

What is Charles Heath's email address?

Charles Heath's email address is ba****@****hoo.com

What is Charles Heath's direct phone number?

Charles Heath's direct phone number is +181671*****

What schools did Charles Heath attend?

Charles Heath attended University Of Missouri-Kansas City, Baylor University.

What skills is Charles Heath known for?

Charles Heath has skills like Financial Analysis, Financial Reporting, Forecasting, Strategic Partnerships, Strategic Financial Planning, Pricing, Capital Budgeting, Operating Budgets, Wealth Management, Investment Strategies, Asset Allocation, Investment Management.

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