Experience

GEON Performance Solutions

• United States
• Plastics Manufacturing
• 200 - 300 Employee

• Sr. Credit Analyst

  • Mar 2021 - Present



TriMark USA

• United States
• Wholesale
• 700 & Above Employee

• Credit Analyst

  • Dec 2019 - Mar 2021



Tarkett

• France
• Wholesale Building Materials
• 700 & Above Employee

• Credit Analyst

  • Jan 2019 - Dec 2019



TTI Floor Care North America

• Manufacturing
• 400 - 500 Employee

• Credit Analyst, Finance

  • 2013 - 2018

  Supports major retail accounts (i.e., Target, Best Buy, Lowe’s, Canadian Tire) by researching and tracking inventory, payments, deductions, shortages, returns, advertising co-ops and credits. • Captured $2.25M of payment shortages or invalid deductions over the last 3 years by researching and working with retailer on chargebacks. • Prepares, posts and reconciles journal entries for monthly close reporting. • Manages multiple customer programs, including returns, defective allowances, freight allowances, term discounts, pricing and advertising co-ops. • Builds and maintains strong relationships with internal and external customers to resolve unpaid issues for accounts receivables on assigned accounts. • Collaborates with Transportation, Sales, Return and Order Entry Departments to resolve issues, including order entry or invoicing errors and non-payment. • Matches and adjusts credits to claims and requests approval for credits by providing valid documentation. • Reviews customer credit limits periodically to reduce credit exposure for poorly performing companies by changing credit terms. Show less



Things Remembered

• United States
• Retail
• 700 & Above Employee

• Financial Analyst, Corporate Accounting

  • 2007 - 2013

  Performed financial reporting, journal entries, forecasts and annual budgets in support of 638 US and 36 Canadian retail outlets. • Provided profit and loss (P&L) statements to Territory Vice Presidents and District Managers, responding to questions regarding entries and analysis on how to improve financials. • Calculated and tracked incentive payouts for field management. • Analyzed consumer traffic flow patterns and transactions to identify conversion opportunities. • Streamlined employee scheduling by providing data analyzing hourly transactions to allocate staffing during peak periods to improve efficiency. • Created Excel models to forecast annual payroll budget for all retail stores. Executed monthly store wage variance analysis utilizing Excel models and Lawson. • Performed ad-hoc reports due to changing business needs. Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 2005 - 2007

  Successfully developed 200+ investment relationships resulting in the management of $2 million in assets. • Implemented retirement financial plans for clients based on risk tolerance and financial goals. • Recommended quality and diversified investments for clients using a buy-and-hold approach. • Advised clients on 401(k) plans, 403(b) plans, and life insurance policies: proposed changes when appropriate. Successfully developed 200+ investment relationships resulting in the management of $2 million in assets. • Implemented retirement financial plans for clients based on risk tolerance and financial goals. • Recommended quality and diversified investments for clients using a buy-and-hold approach. • Advised clients on 401(k) plans, 403(b) plans, and life insurance policies: proposed changes when appropriate.



Luxottica

• Italy
• Luxury Goods & Jewelry
• 700 & Above Employee

• Financial Analyst, Pearle Vision

  • 1997 - 2005

  Provided timely and accurate financial reporting to senior leadership on sales transactions, inventory levels and store level performance metrics for hundreds of retail outlets. • Used MicroStrategy to analyze performance and import data to Excel for reporting and distribution. • Tracked employee hours and performance metrics to calculate incentive payouts and performance goals. • Consolidated performance data for hundreds of retail outlets, including sales, cost of goods, payroll, and expenses to analyze P&L opportunities. • Prepared financial statements, revenue and expense analysis, posted journal entries, budget preparation, compiled statistics, respond to data requests. Financial Analysis Assistant, Pearle Vision | 1998 to 2004 Accounts Receivable Assistant, Pearle Vision | 1997 to 1998 Show less