Tj Spencer Email and Phone Number

On a monthly basis, close the books in accordance with GAAP in 5 business days. This includes journal entry preparation, balance sheet account reconciliations, and GL account analyses to ensure completeness and accuracy of financial results.Assist with the monthly consolidation and financial statement preparation (BS, P&L, CF).Analyze period over period results and provide meaningful commentary on reasons for variances.Automate and/or streamline manual and inefficient processes; contribute to the ongoing development and implementation of internal controls.Assist with monthly lender reporting under multiple credit agreements.Assist with providing information to the external auditors in connection with the year-end financial statement audit.Assist with integration of acquired practices into existing accounting processes.

Assisted in the month-end close process, which included preparing journal entries and account analysis. I was responsible for monthly BS, P&L, Cash Flow entity reviews & variance analysis. In addition; on a monthly, quarterly and yearly basis I was in charge of account reconciliations, bank statements and workbooks for all intercompany receivables. In the interim support was given for the year-end SOX audits. I additionally prepared and submitted governmental reporting for annual tax packages, created adhoc reports as needed for the finance team. Participated & lead special projects focused on the continuous improvement of accounting practices, while collaborating with functional departments to ensure processes following Controllership guidelines

• Entry level position, where I assisted with Bank reconciliations, balance sheet Journal entries. Worked on special projects when needed. Helped reconcile quarterly adjustments for basic hits charges. Reconciled monthly tax allocations for 6 sub business. Helped with the month end close process and various account reconciliations

• Provided complete credit and collection coverage to over 150 multi-million dollar clients, with sales ranging in gross of 30 million per year. I worked alongside Sales VP, Credit VP and Directors of the kind to implement protocols needed to drive down receivables. Reviewed financials and D&B reports to access credit line above 500K. Periodically attended company meetings with top tier clients to facilitate timely manner of payments. Supervised a group of 3- 5 employees in an effort to negotiate, and settle outstanding receivables over 180 days. Administered very high call volumes and exceeded cash targets each month by more than 10%. Settled disputes on invoicing, EDI, PO’s, returns and payment allocations. Led meetings for new employees as well as trained them on departmental and company policies. I was carefully selected into a mentor program with the VP of Human Resources to increase managerial skill sets. CEO client contact was a must to ensure an effective business relationship at all times.

• Managed a portfolio of 400 clients, with a sales volume exceeding 5 million dollars. Evaluated and processed new and existing customer’s credit limits through financial statement analysis and credit evaluation. Selected to head meetings on excel training to increase employees knowledge on specific useful functions. Worked alongside the National Sales division to resolve customer’s issues regarding invoices, PO’s and shipments. Released new purchases against the customer credit contingent upon good account standing. Received an average daily incoming call rate of more than 30 clients. Emails and phone messages were completed in a 24 hour time frame. Partnered with Honeywell India to reconcile client accounts balances, that were in excess of 360 days past due. Knowledge of the market was a must, to ensure present and future business will continue. I used creative accounting techniques to set up installment plans and settlements on outstanding receivables. Created reports and excel spreadsheets that became useful for the whole department.

• Managed a sales force of more than 300 individuals. Worked alongside the Director to increase sales in low producing regions. Attending numerous sales meetings and product kick off’s on a monthly basis. Presented new actions plans to grow the business and facilitated most meetings. Daily prospected new clients and ensured these prospects were added to the pipeline. I stayed abreast of competitive pricing, demographics and economic conditions to set proactive goals on attaining the set yield per quarter. Achieved a good success rate in building a pipeline, moving opportunities through the sales cycle. I proposed, presented and discussed solutions with appropriate decision-makers. Maintained daily relationships with Marketing, Product Support, Global Services, Finance, and Engineering to ensure selling techniques were in line with continued growth. Aggressively pitched clients to up sell into new lease contracts to build the business. Effectively employed set protocols during appropriate stages in the sales cycle; matching level for level, to grow and advance the sale

• Managed a 200 million dollar portfolio with top tier hospital accounts. Maintained compliance of customer files as each relates to company and state regulations, in order to sell the portfolio to a 3rd party administrator. Calculated the amount required to sustain anticipated yield using market base depreciation figures. Worked closely with Product Group Operations to arrange for equipment returns, maintenance, ownership and service data on JDE and Info-Lease systems. Coordinated with third-party funding sources to obtain contract buyout information. Analyzed and reconciled each account with the third-party calculations against company records. Arranged for payment to third parties for buyouts and corresponded with end-user customers. Obtained reports and analyzed daily RMA (return merchandise acquisition) activity between FIS (Financial Services) and the product groups ensuring that the correct amounts were being credited and/or re-billed as appropriate. Maintained, on a daily basis, the RMA tracking report while controlling RMA requests submitted and RMA credits received.

Supervised and trained a group of 3-4 employees on administration of medical leasing contracts. Established standards for contractual performance and reviewing and approving contract cases, specifications, and related documents.• Transformed a “prehistoric” invoicing system into an efficient Excel-formulated database which reduced the billing turnaround time from two weeks to one day. Prepared operating procedures for department workflow. Developed and maintained a Compliance Process Manual. Mediated disputes between staff and customers resulting in successful resolution of contractual issues. Demonstrated continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively and jointly providing quality seamless customer service. Prepared monthly compliance reports for senior management.