Kelli J Easley Email & Phone Number

Kansas City, Missouri Area

Reconciliation of Quickbooks accounts for clients nationwide (posting payments, creating invoices, processing refunds, etc.). Prepare monthly sales, commission and royalty reports. Interact with CPAs as necessary for tax preparation and questions. Collaborate with hiring managers and department managers to understand their needs, job requirements, and team dynamics. Create position descriptions and social media graphics for posting online. Review and screen applicants. Schedule in-person and video interviews with management staff.

Lawson, Missouri, United States

Seasonal operator of firework store. Manage inventory, orders, sales, customer service and marketing. Employ several part time people during season.

Lawson, Missouri, United States

Participation in meetings, trade shows, and conferences. Website & social media management. Maintain Chamber records and reporting in Wild Apricot member software. Active involvement in local and State regulation decision-making for businesses. Produce monthly financial statement reports. Research and identify successful event, marketing, and growth opportunities.

Lawson, Missouri, United States

Record tenant payments for rent and collect on past due accounts. Manage nuisance complaints with tenants. Work with the Maintenance Department and contractors on work to be done at any of 6 local sites.Create bi-monthly newsletter for tenants.

Online Trading Academy, Irvine, CA 2008 to 2016Corporate Finance Program Manager 2013 to 2016• Managed past due accounts receivable for company owned centers in Quickbooks and Microsoft Dynamics• Liaison to 3rd party finance company for issues, settlements, questions and problems• Scheduled Finance Agents for events worldwideFranchise Support Manager 2011 to 2012• Provided training in operational support for training centers worldwide• Delivered support and facilitated trainings online, onsite at center locations and at conferences and events• Documented and shared best practices network-wide• Salesforce database utilization• Quickbooks support and trainingGeneral Manager, Kansas City 2008 to 2011• Managed day to day operations including payroll, accounts payable and vendor relationships• Salesforce database utilization• Arranged meetings, special events and production of weekly radio show• Created and analyzed sales and marketing reports• Created human resources manual and benefits package

Responsible for coordinating meetings, incentive trips and training for division including arrangements for all hotels, food, ground transportation and training materials. Sold sponsorships to investors for broker expos in addition to collection signed agreements and sponsorship payments.Responsible for new hire, termination and pay change processes.2005 President’s Club Top Performer

Systems Support Liaison 2002 to 2004• Supported and maintained fund performance, plan information and statement layout for Scicom 401k statements and Sungard Omni Plus Systems• Responsible for department equipment set-up and maintenance including LAN desk and Sungard software rollouts and upgrades• Resolved and tracked statement and security issues directed to Employee Benefit Systems SupportClient Education Specialist 2000 to 2002• Prepared and presented educational meetings for Trust & Wealth Management customers nationwide• Created and maintained database of UMB retail locations, Employee Benefit Division and Tax Savings customers to track types of meetings, events and expenses. • Developed new educational materials

Overland Park, Ks

• Prepared, tracked and managed non-technical environmental maintenance contracts, scopes of work and requisitions for Sprint network facilities• Conducted site maintenance inspections and vendor meetings• Created custom scopes of work and master agreements

Greater St. Louis Area

• Monitored and tracked defaulted borrowers and cohort default rates for five campuses• Produced weekly admission/financial aid packaging status reports• Created entrance and exit counseling materials and procedural outline• Former Executive Board Member, Missouri Association of Student Financial Aid Professionals (MASFAP)

Counseled students and families about financial aid programs and created financial aid packages. Responsible for Federal Stafford Loan counseling and financial aid training programs for Student Affairs staff. Editor, MASFAP High School Counselor Financial Aid Fact Book (Editions 1997-1999). Co-Instructor, Freshman Seminar 101, 1995-1997.