FINANCE SPECIALIST Summary Strategic Finance Accounting Professional experience extensive contracts analytics, financial statement reporting, budget optimization customer service. Financial skill set attributes keen attention line itemization, deadline committed, dedicated business partner internal external customers ensure optimal organizational objectives met. Highlights Credit Accounts Payables/Receivables Management Pricing Cost Reduction Strategies Finance Procurement Forecasting (Volume Dead Net Gross Profit) P&L Reporting Trade Spend Marketing Budgets Contract Management Risk Analysis Financial Business Planning Analysis Career Accomplishments Formally recognized National Account Executives excellence financial analysis, budgeting, forecasting, customer service. Achieved 10% pricing submission reduction, eliminating pricing resubmissions creating departmental Pricing Authorization Training Guide. Reduced system liability identification checkbook percentages volume conversions. Created checkbook Reconciliation process training guide. Reduced invoice processing 10 days. Pilot customer mass data uploads. Territory Divestiture Collaboration process restated volume file creation. Experience Company Name June 2013 February 2015 Finance Specialist City State Forecasting Business Partner providing key business insights recommendations influence key stake holders based upon sales performance variance research actual versus forecast volume (12M cases), funding, dead net gross profit ($58M) National Account Executives. Assisted annual business planning Planning Revenue Growth Management (PRGM) department National Retail Sales Drug /Value channel customers. Managed $87.6M Trade Spend Cooperative Trade Marketing annual budget Drug/Value supply chain customers Reconciled invoices post audits 1010 Scan Data package level reducing trade spend checkbook variances scanned units 10% 18 month period. Customer facing experience (Rite Aid, Dollar Tree, Freds, Variety Stores, Big Lots, Aldi). Managed Checkbook Accruals Spends entries Trade Fund Marketing Funding. Monthly Bottler Pricing analysis identify discrepancies Accrual rates, Dead Net Sales Income (DNNSI), Volumes Package/Brand Categories. Summarized interpreted key business indicators provided recommendations Executive Leadership Non-Financial managers facilitated timely impactful business decisions forecasting financial statement reporting gaps. Prepared Regional National month end checkbook accounts payable reconciliation Ad Hoc reporting (P&L, Rolling estimates, overspend projections planned promotional activities). Assisted departmental key productivity initiatives implementation standardize forecast model, developed checkbook reconciliation process, discovered volume conversion percentages driving checkbook reporting accuracy variances. Submitted National retail account supply chain Pricing (PAT) performed weekly Sarbanes Oxley (Sox) compliance reviews. Company Name September 2011 June 2013 CMA Analyst City State Provided customer reconciliation process ensuring financial statement representation Key Accounts (Publix, Winn Dixie, Costco, Boyers, Weis, Louisiana Cold Drink Market Unit). Process Monthly rebate NRS post invoice accrual payment processing ($6 million) Communicate internal National Sales Executives, BU Finance, A/R Funding (General Ledger) customer accounting currency accuracy P&L National Retail Sales Key accounts portfolio research Fundamental analysis P&L retroactivity impact Sarbanes Oxley (SOX), SEC Regulations, Ernst Young monthly compliance Weekly Micro Strategy (IWR), Accrual/Payment Analysis (AVP), Contract Liability Analysis reporting Manage Off Invoice Accrual Post deduction validation, auditing, reconciliation Approve Rebate payments A/P funding Trade-spend trade promotions reconciliation Company Name September 2010 September 2011 Credit Representative II City State Managed credit approved proxy terms accounts receivables, delivering due diligence risk analysis Philly Coke bottler merger acquisition accounts. Communicated objectives internal external clients resolve A/R inquiries cash applications. Supply Chain Financial Risk analysis day sales outstanding (DSO) compliance credit limit proxy terms. Financial portfolio revenue performance achieved (97 percentile) within one year. Researched Market share optimization, profit maximization, bad debt mitigation. Performed A/R month end close reporting. Sarbanes Oxley (SOX) policy execution. Company Name June 2009 September 2010 Credit Representative I Contractor City State Provided accounts receivables analysis requested credit status changes Subway West business unit key accounts ($3M). Key Account Liaison internal external customers. Performed A/R account reconciliations, improving month end receivables ratio 83% within 10 month period increasing reoccurring ACH payments 47%. Negotiated payment arrangements external customers remain compliance net proxy terms extended, coordinating credit investigations department. Managed month end account closing process. A/R risk analysis based upon customer payment trends Dunn Bragg Street credit report. Utilized SAP itemize customer outlet invoices date range worked cash application department resolve cash misapplications. Vendor invoice coding. Company Name November 2007 December 2008 A/R Manager City State Managed accounts payable account receivable reconciliations. Administered Business Business commercial receivables. Ran Client liquidation reports. Supervised, trained, mentored staff. Company Name July 2007 October 2007 Accounts Receivables City State Reconciled financial receivable transactions resolving accounts discrepancies collecting, analyzing, summarizing debtor account information payment trends. Negotiated collected third party A/R accounts. Processed Payments settlements. Maintained financial historical records filing/attaching accounting documents financial software database. Company Name August 2004 July 2007 Department Manager A/R Unit Collections City State A/R Unit Collections Managed daily operations strategic objectives exceeding monthly corporate office expectations departmental branch goals set. Supported Director operations, supervised collection floor activities, built dialer campaigns, provided timely client receivable budget information, accurately reported client account standings. Lead, managed, mentored coached collection department (15 direct reports) appraising job performance contributions, formal setting side side floor training. Maintained bank card data, record management, accounting ledgers. Verified approved credit card check payments received A/R representatives. Provided Market share analysis stair step reporting corporate office. Processed Payroll (ADP), Yearly reviews, Scheduled, Hired, Disciplined employees. Education University Phoenix Masters Business Administration City State Florida Agricultural Mechanical University Bachelor Science Public Management Human Resources City State Public Management Human Resources Technical Skills SAP Micro Strategy (IWR) Microsoft Office Suite