Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.
Ability to collaborate across many levels
High level attention to detail and accuracy with ability to make effective decisions and problem solve
Strong organization and coordination skills
Strong analytical skills and sound judgment
Strong oral and written communication skills
Excellent customer service and interpersonal skills
Demonstrated initiative and independence
Flexible and adaptable
Experience in Software Tools: MS Office Products, Oracle Demantra & JD Edwards, Sales Discovery, and various accounting software
Prior use of systems and tools used to extract and analyze data
Ability to train others
05/2013 to Current
Demantra AnalystMassimo Zanetti Beverage USA － Chesapeake, VA
Daily maintenance of Demantra (including but not limited to-review contracts, commit events, adjust scan event forecasts, ensure forecasts and events line up, catch errors within the system and fix accordingly, add/delete new users and items). Ensure event accuracy on spending by Sales Manager. Analyze performance data to forecast/trend. Monthly and Quarterly Report Analysis. Detailed forecast analysis including Budget versus Actual spending and Forecast versus Actual spending. Maintain and enhance reporting. Annual Budget planning-assist Sales Managers/Brokers with promotion set up, reviewing events, forecasting, and spending by account, entering forecasts where applicable, and reporting analysis to track progress and to review forecast and spend before the Budget is locked.
05/2005 to 04/2013
Deduction AnalystMassimo Zanetti Beverage USA － Chesapeake, VA
Partnered with Sales Managers and customers to maintain a constant focus on achieving targeted deduction metrics. Partnered with Brokers and customers to resolve issues causing deductions. Obtained support documentation for customer deductions. Completed the trade payables process by issuing checks and assigning deductions. Prepared reports and analysis to determine compliance, trends, root causes, and trade spend efficiency. Established and maintained strong working relationships with customers and all functional groups essential to accomplish objectives. Successfully prioritized workload based upon significance of respective accounts.
01/2002 to 01/2004
Staff AccountantFurniture Management Group － VA Beach, VA
Performed multi-state payroll for over 25 stores. Executed accounts payable process from entering bills through processing the checks. Processed new hire paperwork. Performed reconciliation and analysis of general ledger accounts. Reconciled monthly bank statements. Completed and compiled monthly financial reports. Calculated sales commission on a monthly basis. Completed quarterly tax forms and business personal property & tangible assets documents for over 25 stores. Managed credit cards for business by evaluating statements and processing payments.
01/2000 to 01/2001
Computer Refresh CoordinatorCorporate Career Solutions － VA Beach, VA
Implemented and designed filing system for entire customer base. Created and updated spreadsheets in Excel. Developed, tracked, and closed work orders. Collected and processed time sheets. Reported weekly productivity reports. Scheduled appointments with customers for IT specialists. Provided exceptional customer service by responding promptly to customers via telephone or e-mail.
01/1999 to 01/2000
Accounts Receivable Specialist
Performed data entry to apply cash receipts. Created and distributed daily invoices and credit memos to customers. Collected past due invoices, reviewed aging reports and followed up on outstanding balances. Reviewed credit applications for completeness, verified accuracy of information, and contacted references for information regarding payment history. Coordinated communication with accounting and specialty sales and communicated with customers regarding credit inquiries and status. Maintained complete customer files, including credit application, credit review correspondence, customer interaction, and credit adjustments. Researched and analyzed customer accounts to resolve issues or discrepancies. Provided timely customer service to customers regarding accounts.
01/1994 to 12/1998
Office Automation ClerkCoast Guard Finance Center － Chesapeake, VA
Entered and updated vendors addresses into PCS system. Scanned invoices into Win system to be processed for payment. Matched invoices and processed payments. Electronically filed paid invoice folders and batches in PCS system. Researched unpaid purchase orders.
Bachelor of Science: Business and Public Administration, ManagementOld Dominion University － Norfolk, VA
Advanced Microsoft ExcelRockhurst University － Norfolk, VA
Microsoft Office Suite-over 20 years
Enterprise One-6 years
Sales Discovery-4 years
JD Edwards-11 years
MEI system-9 years
Accounting Software (ie.Great Plains, Kronos, QuickBooks)-over 15 years