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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

Microsoft

Excel

Office Suite
A/R, A/P

Macros
PeachTree

Mass 90

Project
Data mining
into Access
Great
Plains and
SAP

and Mass
200

Excel expert
QuickBooks
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

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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