allison klatt

financial services representative

About

With over 2 and one half years of progressive and varied accounting experience, I have developed a strong background in planning, projecting, and analyzing expenses, revenue, profit, labor and many other variables. Agile use of a Tier II ERP Software (Sage 50), advanced Excel skills, and a consistent attention to detail have aided my delivery of timely reports to management, assistance to vendors and customers, collaborative problem solving with state tax entities and third party providers, and financial processes support to related companies. My professional advancement from an accounting assistant to a junior accountant providing support to three related companies with combined annual gross sales of $3.5 million, is a testament to my passion, commitment, and enthusiasm for challenging work.

Country

united states

City

mount prospect

Industry

retail

Skill

customer service, sales, account management, data analysis, inventory management, financial reporting, marketing strategy, merchandising, microsoft excel, microsoft office, sage products, salesforce.com, microsoft outlook, training, teamwork, retail category management

Experience

corporate sales representative

e.a. langenfeld

2019-2 - Present · 7 yrs 8 mos

* Corporate Sales responsibilities for Electrical, Automotive & Hardware Vendors for Ace Hardware Account. Reponsibilities include: * Provide strategic planning & superior account management to drive bottom line sales growth. * Collaborate with Vendor Sales Managers to identify and execute effective marketing and promotional opportunities. * Increase product knowledge & penetration through the pursuit of opportunities at corporate and store level. * Support of Corporate Sales & key Vendors in the Plumbing Department. * Excel at early adaption & demonstration of new electronic platforms, procedures, forms, and programs. * Trade show organization & support. * Develop & grow relationships with individuals across Vendor Team & Hardware Retail Cooperative to drive efficient and successful business processes.

corporate sales support

e.a. langenfeld

2017-5 - 2019-2 · 1 yr 10 mos

* Provide detailed & comprehensive support to Corporate Sales Managers & Ace Hardware Vendors across multiple departments. * Excel at early adaption & demonstration of new electronic platforms, procedures, forms, and programs. * Trade show organization & support. * Develop & grow relationships with individuals across Vendor Team & Hardware Retail Cooperative to drive efficient and successful business processes. * Serve as an extension of Customer Care Team to assist with product knowledge, Vendor program terms & pricing, as well as investigating discrepancies.

accounting associate, office coordinator

air-duct manufacturing

2016-6 - 2017-4 · 11 mos

* Completed bi-weekly payroll processing and labor analysis. * Calculated and paid all federal and state payroll and business taxes. * Reconciled various general ledger accounts, studied and quickly resolved variances, and made adjusting entries to independently complete monthly financial statements. * Developed training materials and trained multiple on-site and remote personnel to perform invoicing, payment processing, basic journal entry, purchasing, shipping services, and additional tasks as needed.

financial services representative

merrill lynch

2020-4 - Present · 6 yrs 6 mos

accounting assistant and inside sales

air-duct manufacturing

2014-4 - 2016-6 · 2 yrs 3 mos

* Under the supervision of Certified Public Accountant completed full charge bookkeeping duties for a commercial manufacturing company and associated companies with annual gross sales of $3.5 million. * Completed quoting, sales order and confirmation process for inside sales. * Built and maintained relationships with all active and prospective customers. * Lead in resolving customer inquiries or concerns. * Maintained detailed logistics schedule for all work in progress and merchandise to ship. * Compared and arranged freight for most reliable performance and best pricing.

contract physical therapist assistant

supplemental health care

2012-3 - 2014-4 · 2 yrs 2 mos

* Continual adaption to new facilities, department procedures, schedules and patient populations while maintaining the highest standards of care and ethical practice. * Implemented patient physical therapy plan of care and utilized frequent collaboration with multiple internal and external departments/practitioners. * Delegation of appropriate tasks to Aides while maintaining close supervision.