Resume Sample for Account Manager

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The following is an example of Account Manager resume sample. Reviewing the candidate's full work experience, outlining key-qualifications, duties and responsibilities for the Accounting job title/field.

Resume Writing Example for Account Manager | CV Format

Account Manager – Pool Administrators Inc

Rocky Hill, CT

Work Experience

Account Manager

Pool Administrators Inc

Glastonbury, CT

May 2016 to Present

Oversight of contractual agreements with clientele. Priding myself on the delivery of dedicated loyal client services to state agencies, including departments of public health and insurance departments, program board of directors, and other contractually designated parties. Responsible for monthly and quarterly reporting both statistically and written communication to ensure all service level agreements are adhered to. High level decisions are independently made. 
➢ Hands on Account Manager for the Ryan White Part B IBM / MBM services and Medicare Part D/ Coverage Gap Subsidy Program. Possess a thorough working knowledge of custom system processes for programs regarding both Insurance Benefit Management and Medical Benefit Management, inclusive of financial system integration, Great Plains General ledger and data integrity through system integration. Dedicated to ensure a client base of over 6,000 receives timely monthly premium payments and their claims for out of pocket medical expense are paid in a timely manner in alignment with service level agreements. 
➢ Manger of a staff of 6, including a Data Manger, Medical Management Staff and Insurance Benefit Analysts. 
➢ Utilized tax and accounting proficiencies to build a platform outside of the current system to perform APTC calculations for client participants who either owe or should receive monies from the IRS in reimbursement. 
➢ Weekly meeting participant with large insurers and department of public health to work on system feeds from each reporting segment which will ensure there is no loss of insurance coverage. 
➢ Key player in the build, design, testing and implementation of an in house processing system. Subject matter expert on CARE4 system for an operation use. Administrator of the system and overall responsibilities for running reports and data integrity review. Continue to play a role in the new program initiatives requiring further system modification and staff education on the program.

Accounting Manager

Padgett Business Services

Farmington, CT

July 2014 to April 2016

Responsible for monthly, quarterly & year- end review, procedures, & close. Adjusting entries & tax provisions executed for a client base of over 125 small business entities. Produce timely monthly financial statements to assist in making sound business decisions while overseeing an office staff of five. 
➢ Additional capacities in Federal and State tax preparation. 
➢ Audit Representative for clients both in federal and state payroll and sale and use tax audits. 
* Implement policy & procedures 
* Conversion of 125 companies to Quick Books general ledgers from Creative Solutions Accounting, a franchise developed software.

Assistant Store Manager


Farmington, CT

December 2012 to December 2014

Store Administrator


April 2012 to December 2012

Responsible for $5.1M line of sales. Maintained daily sales goals and targeted expenses. Success was driven by accurate staffing of 19 individuals and keeping inventory levels in line with plan. Achieved 1st in the region, 5th nationally for the best inventory results in January 2013. 
Rapidly promoted to Women’s department manager within seven months of employment. 
➢ Reported store’s financial results to corporate regional finance director via Oracle based systems. 
* Monthly & year- end close for our store, prepared adjusting entries for store. 
* Monthly income and expense reports prepared; variance analysis with narratives. 
* Human Resource store representative. Intake personnel for new store employees. Processed and educated them on the company policies, inclusive of training specific to the Nordstrom retail culture. 
* Scheduled store team’s hours. Payroll contact for store and administrator for adjustments.


The Bolat Group LLC

Wallingford, CT

September 2011 to March 2012

Franchise expert for client’s foreign presentation to other countries, based on the internationally built career foundation at Edible Arrangements. Presentations were executed to exhibit the success and downfalls of Franchising. (1 month assignment). 
➢ Treasurer for a Senate candidate in the state of Pennsylvania. Successfully self-studied software and laws to account for all campaign funding and expenditures. Filed reports to Regulatory Federal Agencies on behalf of the political campaign. (4 month assignment) 
➢ Assisted in the development of the LLC’s goals in the United States, from an accounting aspect. LLC was founded by a Navy Veteran, its business was prior commenced solely in Japan. (1 month assignment)

Director of Accounting

Edible Arrangements, International World Headquarters

Wallingford, CT

July 2009 to August 2011

Accounting Manager

Dipped Fruit

Dubai, AE

June 2007 to June 2008

June 2007- June 2008 
Maintained the general ledger integrity for the 15th fastest growing franchise chain in the U.S.with a growth rate of 650 to 1000 franchises in less than 1 year. Supported President, who was nominated Franchisor of the Year, while managing a staff of five. 
Finance Lead for implementation of new line of business “Dipped Fruit” yielding revenue over $2M in first year. Improved services in financial support both domestic and international for over 1000 franchises. Experience with contracts and financial relationships flourished internationally between Master and Sub franchisees in the United Kingdom, Italy, Turkey, India ,China, Jordan, Dubai, Abu Dhabi, Kuwait, Bahrain, Qatar, and Saudi Arabia. Eventually leading to 1300 stores in 14 countries. 
Influenced the business need, and successfully implemented the general ledger from Quickbooks to Microsoft Great Plains. 
➢ In charge of monthly, quarterly & year- end close, adjusting entries, all tax provision responsibilities. 
➢ Daily cash reconciliations. Execute royalty and national television revenue pulls from franchisees bank accounts. 
➢ Audit and Tax dedicated point person for supplying data, key schedules, ad hoc reports and financial system navigation. 
* Implemented In House QuickBooks Training at World Headquarters for new franchisees, inclusive of a customized corporate training manual. 
* Manage accounts receivable, accounts payable, collection functions. 
* In charge of setting up in house and assisting franchisees POS set up and maintenance.

Assistant Controller

Walgreens, Inc

Farmington, CT

May 2006 to June 2007

Produced systematic reports reflecting statistical data using diverse background system integration to enable key daily components for executive’s financial decisions. Managed company treasury operations and cash components. Resolved issues that were key in the phase out of business requirements. Played a key role during the acquisition of Arrow Pharmacy stores over to Walgreens. 
➢ Lead team in Monthly, Quarterly & Year End Close process utilizing PeopleSoft Financial Management Systems 
➢ Dedicated Audit and Tax contact person for data, schedules, ad hoc reporting, tax schedules and support in retrieving system data for auditors. 
* Various banking software used with POS data to reconcile and report daily results of cash and investments. Uploaded data to Excel in order to use Pivot Tables and V-Look ups to create accurate reliable data.

Product Line Financial Internal Auditor

Stanley Access Technologies

Farmington, CT

January 2005 to May 2006

Improved monthly and quarterly financial reporting for internal and external sources producing results 2 days earlier than my predecessor. Creation and maintenance of budgets, forecasts and ad hoc statistical reports for division via SAP, Oracle/Hyperion Financial Management. Prepared, 5 days earlier than predecessor, key reports on New Product Information resulting in management’s ability to analyze and make critical, reliable, prompt business decisions via data manipulation with the use of Excel pivot tables and V-Look ups. 
➢ Member of Monthly financial reporting team into corporate, business line area results used in consolidations 
* Identified budget to actual variances and made recommendations to management. 
* Responsible for key account reconciliations prior to monthly close. 
* Monthly performed internal audits in satellite offices/warehouses within the United States.

Accounting Manager

ConnectiCare Inc

Farmington, CT

July 2000 to December 2005

Senior Accountant

June 1999 to July 2000

Designed 7.53 PeopleSoft general ledger, both GAAP and STAT, Budget to Actual ledgers from existing Hyperion ledger. Mapped over 2000 accounts. Wrote and provided using NVision and Query reporting tools, accurate, reliable data for reports to the CFO and Board of Directors. 
Successfully converted PeopleSoft 7.53 to 8.4 web version. The 1st Connecticut Company to achieve this status. Decreased the monthly close from 30 to 10 days, created ideas for organizational upgrades, built effective, trouble free systems. Inclusive of data maintenance, testing the data, and ultimately moving it into the live production environment. In charge of security levels of all users. 
Volunteered to be finance lead on the team for year 2000 conversion process. Achieved success in playing an integral part providing financial information for the merger between Connecticare and HIP of New York. 
➢ Supervised a staff of five individuals through the monthly financial close and financial reporting package. 
* Performed eliminations and consolidations. 
* Key income and expense variances identified as part of close process. 
* Bank reconciliations and investments reconciled along with all other accounts as part of monthly cycle. 
* KPI and two monthly reporting packages delivered with data integrity assurance.

Liaison between Financial and Operational units – Manager

Citi Group

Hartford, CT

June 1995 to May 1999

United Health Group, Hartford, CT (Business Acquisition, formerly MetraHealth/Travelers) 
Finance Team Leader June 1995 – May 1999

Senior Accountant

MetraHealth Insurance Company

January 1994 to June 1995

Designated to a specialized team to transfer data in general ledger systems from the Travelers Insurance Companies to United HealthCare’s database. (MetraHealth Insurance Company). 
Maintained over $1M general ledger for the high risk reinsurance division, while supervising a staff of four. Reported financial results monthly to over 25 individual state reinsurance board of directors. Finance Lead responsible of the conversion of the general ledger to the PeopleSoft system at the corporate level reinsurance division. 
Successfully and seamlessly to the clients, converted over 25 individual ledgers for the high risk pools over to PeopleSoft Financial Management. Each unit had over 500 accounts to map during the conversion. 
➢ Supervised a staff of four individuals through the monthly financial close and produced the financial reporting package. 
* Performed eliminations and consolidations. 
* Key income and expense variances identified as part of close process. 
* Bank reconciliations and investments reconciled along with all other accounts as part of monthly cycle. 
* Performed all close functions for 25 smaller entities. Worked closely with claim processing administrators.

Senior Tax Analyst

The Travelers Insurance Company

Hartford, CT

January 1991 to January 1994

Tax Analyst

December 1988 to January 1991

Managed the preparation of State, Franchise, and Premium Tax Returns for all Travelers Insurance Companies timely and without penalties. Took initiative to find tax savings of over $1.3M in a single year through aggressive efficient tax research. This researched was manually discovered by studying the tax code and monthly tax journals. Resolved and identified incorrect journal entries coded to a suspense clearing account. Cleaned up over $1M in erroneous intercompany journal entries and properly reclassified them. 
➢ Utilized tax software when applicable to prepare returns. Many were manually completed at the state level for franchise and premium tax returns. Educated myself in various state tax computer software programs.


Bachelor of Science in Accounting

Southern Connecticut State University

New Haven, CT


Excel (2 years), General ledger (4 years), payroll (2 years), PeopleSoft (3 years), State tax (3 years)

Additional Information

2016 Intuit Quick Books Online Pro Advisor Certification, Intuit’s Payroll systems, 2016 and earlier versions of Intuit Desktop Quick Books. MS Office Suite (Excel Expert), Microsoft Great Plains, Oracle, SAP, Hyperion, PeopleSoft Power User. PeopleSoft University Certifications in General Ledger, Fundamentals to Financials, NVision Reporting, Query & Crystal Reports. Versions 7.53 & 8.4 web). Various Federal and Multi State Tax Software Programs.

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