Sam Kirchen Email & Phone Number

Waukesha, Wisconsin, United States

• Maintained many responsibilities within the financial analyst role while mentoring new financial analyst, ensuring seamless integration and consistent customer service • Collaborated with the solutions center team to develop an invoice tracking system, enhancing purchase order generation and customer escrow tracking through the customer portal• Supervise portion of property tax and innovated procedures to save customers money with interstate allocation• Commenced and assisted with… Show more • Maintained many responsibilities within the financial analyst role while mentoring new financial analyst, ensuring seamless integration and consistent customer service • Collaborated with the solutions center team to develop an invoice tracking system, enhancing purchase order generation and customer escrow tracking through the customer portal• Supervise portion of property tax and innovated procedures to save customers money with interstate allocation• Commenced and assisted with the standardization of end-of-lease procedures across departments, tailoring the process to meet each department’s needs and establishing a consistent tracking system for lease expirations• Integrated the credit process into CRM (Zoho), allowing for centralized tracking and storage of confidential financial information Show less

Waukesha, Wisconsin, United States

• Maintain accounts receivable process with all weekly billing, returned payments, buyout invoicing, and all other invoices • Complete month-end procedures and work with the controller and financial team to generate monthly financial statements• Integrated new Netsuite ERP system in September 2022• Head credit processes while generating credit limits for customers based on financial information and business plans• Built and continued to maintain standard operating procedures… Show more • Maintain accounts receivable process with all weekly billing, returned payments, buyout invoicing, and all other invoices • Complete month-end procedures and work with the controller and financial team to generate monthly financial statements• Integrated new Netsuite ERP system in September 2022• Head credit processes while generating credit limits for customers based on financial information and business plans• Built and continued to maintain standard operating procedures within the company handbook for accounts receivable, property tax, and month-end closing procedures Show less

Onalaska, Wisconsin, United States

• Processed member transactions including deposits, withdrawals, transfers, and payments • Identified sales opportunities and referred customers to branch partners in financial services• Maintained records of financial transactions in an organized fashion• Observed and helped coach newer tellers• Assisted teller supervisor with monthly teller audits

o Servero Created overall guest experience by seating, taking orders, serving dishes and removed dinnerware with enthusiasm o Order input of financial transactions through a digital systemo Negotiated customers reviews, thoughts and concerns

• Communicated with alumni the importance of gifts to the UWL fund providing scholarships to students• Raised of $5,000 for student scholarships• Informed alumni on current status/situations at the University of Wisconsin-La Crosse

o Servero Maintained server duties while becoming sufficient in menu options and alcohol drinkso Made sure that the customers were satisfied with their service and environment for a top restaurant in Brookfield

o Servero Maintain customer satisfaction with their experience at the restaurant as well as keeping restaurant cleano Kept up to date and informed customers on recent promotions and special dealso Helped with the promoting of the restaurant in the new area

o Worked on bistro side of theater as a food runnero Maintained clean enjoyable movie environment for customerso Interacted with customers for questions regarding movies and/or service

o Under 7’s girls’ assistant coacho Help head coach run practices and teach new techniques and thought process on the fieldo Created a fun and learnable environment

Bachelor'S Degree, Finance, General, 3.38

Activities and Societies: Delta Sigma Pi Business Fraternity

High School Diploma, 3.75

Activities and Societies: Soccer, Tennis Captian, Key Club and Soccer Manager