Charles Manuel: Resume

Charles W. Manuel

138 Ashuelot St.

Dalton MA, 01226

EDUCATION

Concentrations in Accounting and General Management. Minor In Economics

PROFESSIONAL EXPERIENCE

Staff Accountant: Berkshire Eye Center

October 2014-February 2015

Duties & Accomplishments:

Handling all monthly closing procedures with the assistance of a book keeper
Processing Payroll, a nd overseeing all other HR functions
Managing the Billing Department with the assistance of the Practice Administrator
Generating reports and spreadsheets to be presented to the Board Of Directors on a monthly basis
Updating accounting systems to proper standards
Directly assisting the Practice Administrator
Utilized Quickbooks for all accounting

Vice President - Wealth Management Adviser: Dion Money Management

January 2012 – August 2014

Duties & Accomplishments:

Managing a book of 120 families' personal assets totaling $30 million in assets under management.
Prospecting for new clients through referrals and lead generation software such as Sage ACT and Sales Force.
Doing investment research using Morningstar Systems, Envestnet, Xtract, and Axys reporting.

Promoted from Client Relations Division to Vice President after 12 months
Created new prospecting techniques, and direct marking efforts to aide department performance.
Worked in a team environment to help the management and investment committee select client investments
Became the go-to person for all software troubleshooting and training, including Morningstar Systems, Envestnet, Xtract, and Axys reporting

Accounting Intern: Berkshire Health Systems

January 2011- May 2011

Duties & Accomplishments:

Data input into excel from billing statements for proper costing and reporting.
Helped other departments when necessary, such as marketing, inventory costing and internal costing.

Worked on customer accounts, checking for proper insurance co-payment rates
Allocated costs to different items/products from all of the Berkshire Health Systems

Supervisor/Bartender: Rub: Bourbon and Barbecue/Gramercy Bistro

September 2008 - December 2011

Duties & Accomplishments include:

Making a schedule for all employees, hiring and managing a team of 10-15 individuals.
Preparing and executing catering events both on site and on location.
Handled daily operations including food quality control and service quality control

Proposed and implemented a ground up marketing plan to re-launch the restaurant due to prior poor management.
Proposed and implemented new accounting, inventory, costing, and food ordering strategies to save money. Recognized 10% savings in food cost the first week of implementation
Motivated staff to sell specials and build the company brand.

Owner/Operator: Raymond Grey Construction

June 2009 - December 2011

Duties & Accomplishments include:

Formed company as an S Corporation.
Marketed company through Chamber of Commerce meetings, Green Construction Seminars and online blogs.
Marketed solar panels as supplement to home building.
Brought in $100,000+ revenue in the first year of business.

SKILLS

10+ years of experience in MS Word, Excel, Power Point, Access and Outlook
Sales experience in financial services field
Excellent customer service and problem resolution skills
Extensive financial software experience in Morningstar Direct, Morningstar Principia, ASI financial reporting, Axys reporting, Envestnet, and Xtract systems, Sage ACT, Sales Force, X-Tract, Marketwatch stock and ETF screeners, Quickbooks, CheckWriters and Quickfill.
Information Technology experience in CCNA Networking
Experience in UNIX Operating Systems

PROFESSIONAL REFRENCES

Charles Manuel