Bobby S.

Senior Financial Analyst at Clasen Quality Chocolate
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Location
Greater Madison Area

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Credentials

  • Microsoft Certified: Power BI Data Analyst Associate
    Microsoft
    Oct, 2022
    - Sep, 2024
  • Certified Public Accountant
    AICPA

Experience

    • United States
    • Food Production
    • 100 - 200 Employee
    • Senior Financial Analyst
      • Jun 2017 - Present
    • United States
    • Manufacturing
    • 1 - 100 Employee
    • Assistant Controller
      • Nov 2015 - Jun 2017

      - Pricing and costing oversight of 200+ Retail SKUs manufactured at Bell. Led initiative to positively impact profitability by $100K+ annually with cost-to-price-analysis - Responsible for analysis and communication of financial and operational impacts in distribution strategy - Led analysis in product costing impact of purchasing and production volume decisions while introducing 100+ new SKU’s in expedited time-frame - Implemented Cash Application and Revenue Recognition processes as Financial Controller for Scotts Business Unit, ($38M annual revenue) Show less

    • Ireland
    • Food and Beverage Services
    • 700 & Above Employee
    • Plant Controller
      • Aug 2013 - Nov 2015

       Lead and Supported the Operation Accounting functions for the Norwich, NY Plant. Provide accurate, and timely information to management for decision-making Monthly Site Review presentations to executive level leaders  Monitor the performance, manage, and collaborate with of one direct report, a Senior Accounting Assistant.  $12 million - annual Factory Spend. $500 thousand - annual Cost Savings project management. $5 million - annual Capital Project management Operation Budgeting, General Ledger control, Inventory Accuracy, Manufacturing Order analysis, Product Costing, Cost Savings Projects, Fixed Asset control, Month-End completion, Internal Control Management, and Reporting on all key areas of plant operations. Show less

    • Commercial Analyst
      • May 2012 - Aug 2013

       Identifying sales opportunities with high margin potential Costing, pricing, and margin analysis for specific products and sales opportunities Price increase implementation and analysis across product lines Index –based pricing with raw material fluctuations International Travelo Dublin, Ireland. Pricing & Margin Management trainingo Systems administrator/super user – SAP, Salesforce, Vendavo

    • United States
    • Environmental Services
    • 100 - 200 Employee
    • Loan Compliance Assistant Intern
      • May 2011 - Jan 2012

       Reconciliation of federal grants to ensure city contractors were being paid appropriately  Capital project budgeting  Site visits and interviews per Davis-Bacon standards  Reconciliation of federal grants to ensure city contractors were being paid appropriately  Capital project budgeting  Site visits and interviews per Davis-Bacon standards

    • United States
    • Accounting
    • 100 - 200 Employee
    • Audit Intern
      • Jan 2011 - Apr 2011

       Public accounting experience. Audit fieldwork – Balance Sheet, Income Statement, Statement of Cash Flows  Preparation of financial statements in accordance with GAAP  Internal Control Consulting  Public accounting experience. Audit fieldwork – Balance Sheet, Income Statement, Statement of Cash Flows  Preparation of financial statements in accordance with GAAP  Internal Control Consulting

Education

  • University of Wisconsin-Whitewater
    Masters of Professional Accountancy
    2011 - 2012
  • University of Wisconsin-Whitewater
    Bachelor of Business Administration - Accounting
    2007 - 2011

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