1 | P a g e

Jeff Atkinson (903) 452.1217 Longview, TX 75605 j_Atkinson@sbcglobal.net

Highly trained professional who combines expertise in credit analysis, auditing, and business process improvement to provide efficiency and accuracy to all financial departments. Implements strategies, manages changes and committed to quality improvements that drive business operations to success. Expert problem-solver with strong communication and leadership skills; highly analytical leader with demonstrated talent for implementing standards and procedures.

GAAP Microsoft Office Suite

Microsoft Project

Excel expert

Excel Macros

A/R, A/P Data mining into Access

QuickBooks

PeachTree Mass 90 and Mass 200

Great Plains and SAP

SharePoint and Visio

Professional Experience

TNT Truck Parts, Lancaster, TX Mar 2013 -Mar 2015 Finance Manager

Compiled and analyzed financial information to prepare entries to accounts, such as general ledger

accounts, documenting business transactions, as well as managed bank lines and notes Audited contracts and orders, and prepared reports to substantiate transactions, including monthly

billings/invoicing, accounts receivable, etc. Established and implemented a new accounting and reporting system to improve efficiency,

consistency and accuracy throughout the company

o Reduced overhead and expenses by $100,000 during 2013 and $125,000 in 2014

o Developed multiple systems to aid in cost improvements, such as inventory tracking, title tracking and truck shop tracking systems

o Ensured systems were set up to comply with corporate guidelines, such as SOX and GAAP

Maintained relationships and communication within the company, while participating in association planning and administrative meetings, and provided input to management on audit issues

The WFA Group, Houston, TX Jul 2005- Mar 2013 Contract Field Examiner

Reviewed sales of anywhere from $30K- $10 billion annual sales on an on-going basis.

o In charge of risk management and mitigation of assessments of customer loans at risk for the bank

2 | P a g e

Ensured productive performance, responsiveness to customer needs, and adherence to prescribed controls,

policies, and procedures Identified and presented audit observations and recommendations with risk assessment and root causes to

senior level and location management

o Acted as the liaison between the relationship manager and the client, in providing recommendations for improvement of collateral control and/or reporting procedures

o Reviewed commercial loan portfolios, collateral, and commercial finance documentation for banks and commercial finance companies

o Performed periodic onsite commercial loan audits for banks to verify accuracy, inventory, accounts receivable and equipment

Maintained relationships and communication with the company, while participating in association planning and administrative meetings, and provided input to management on audit

Resource Financial Services, Longview, TX Sept 1996- May 2005 Finance Manager

o Developed policy and procedure manuals for the credit department, as well as created electronic Credit Underwriting Guidelines for the entire company

Maintained a receivable base of $800K-$1.5M, with a loss ratio of less than 1%

o Managed day-to-day activities for the leasing company and account receivables for all the companies

o Participated in complex issues, where analysis of situations or data requires in-depth evaluation of variable factors, while managing credit, leasing and accounting departments

o Conducted in-depth competitive analysis for the Commercial Leasing, Software Sales Divisions, and Real Estate Division.

Ensured the timely submission and validity of all division or business unit financial reports or fiscal records as required

Coordinated and supported monthly close processes and verified accuracy of final recorded results in accordance to accounting principles, practices and procedures for senior management

Core Competencies Credit and financial analysis, Cash flow analysis, Bad debt analysis, Mortgage banking, Inventory controls and analysis, Cost accounting Accounts Receivable, Loan workout, Commercial and consumer lending, Bond and liens Cross functional teams

Education

Southwestern Oklahoma State University, Weatherford, OK Finance / Chemistry / Biology

University of Oklahoma, Norman, OK American Bankers Commercial Lending School National Association of Credit Management