Experience

Vividly

• Software Development
• 1 - 100 Employee

• Sr Trade Finance Mgr

  • Apr 2022 - Present

  Atlanta Metropolitan Area



Exceedra by TELUS Consumer Goods

• United Kingdom
• Software Development
• 100 - 200 Employee

• Customer Advisor

  • Jul 2019 - Present

  Atlanta Metropolitan Area



ACH Food Companies, Inc.

• United States
• Food and Beverage Manufacturing
• 200 - 300 Employee

• Manager Sales Info & Analytics

  • Aug 2018 - Jun 2019

  Oak Brook, Illinois

• Customer Marketing Analyst

  • Dec 2015 - Aug 2018

  Played Key role on new Trade Promotion Management system implementation project System Administrator and Super User of Exceedra (TPM) application Work closely with ACH IT Department and Exceedra developers on system defect resolution and system enhancements Responsible for initial and ongoing corporate training of new Exceedra users Provide month end Trade Spend reporting and analysis to Finance and Sales team Support both US and Canadian Sales team with… Show more Played Key role on new Trade Promotion Management system implementation project System Administrator and Super User of Exceedra (TPM) application Work closely with ACH IT Department and Exceedra developers on system defect resolution and system enhancements Responsible for initial and ongoing corporate training of new Exceedra users Provide month end Trade Spend reporting and analysis to Finance and Sales team Support both US and Canadian Sales team with planning, reporting, analyzing, and maintaining Trade spend budget Partner with Finance, Marketing, and Sales Management to ensure Trade spend adheres to budgeted rates



JMFG - Smithfield Foods

• Food and Beverage Manufacturing
• 700 & Above Employee

• Senior Accountant

  • Nov 2013 - Dec 2015

  Prepare daily COPA Reconciliation Prepare journal entries at month-end as needed Perform Balance Sheet reconciliations and adjustments to the General Ledger Upload month end results via BPC Maintain mapping of SAP accounts and profit centers to BPC defined categories Assist in testing for any changes to General Ledger processes or programs in SAP Assist in training other users on all changes related to the GL and closing functions as it relates to SAP… Show more Prepare daily COPA Reconciliation Prepare journal entries at month-end as needed Perform Balance Sheet reconciliations and adjustments to the General Ledger Upload month end results via BPC Maintain mapping of SAP accounts and profit centers to BPC defined categories Assist in testing for any changes to General Ledger processes or programs in SAP Assist in training other users on all changes related to the GL and closing functions as it relates to SAP and Z-Option Balance inter-company accounts and all related companies during close Provide communications to corporate and plants regarding any accounting changes Perform downloads of bank activity to record information in the General Ledger, reconcile the bank account and assist AR in reconciling their activity Prepare quarterly certifications Assist in preparation of the annual tax packages Maintain SOP’s Prepare ad hoc analysis reporting as required

• Senior Financial Analyst

  • Jul 2012 - Nov 2013

  Drive effective communication and support regarding trade account analysis for five companies with business managers, FP&A, and both internal and external customers Prepare monthly broker commission reports by division, region, and product category for Senior Management and Sales Manage the Trade month end close process for five companies, reviewing and processing journal entries, validations, and reconciliations ensuring accuracy and timely submission meeting company… Show more Drive effective communication and support regarding trade account analysis for five companies with business managers, FP&A, and both internal and external customers Prepare monthly broker commission reports by division, region, and product category for Senior Management and Sales Manage the Trade month end close process for five companies, reviewing and processing journal entries, validations, and reconciliations ensuring accuracy and timely submission meeting company deadlines Ensure that trade accruals are fully supported by approved Blacksmith programs, and that payments are made in accordance with deals and contracts Responsible for forecasting monthly paid by check liabilities for Indirect Customer accruals for four companies and providing reporting to respective business managers for review Ensure that Sarbanes-Oxley and US GAAP requirements for disbursements and accruals are met Prepare and distribute month end trade analysis reports for five companies to FP&A group, including comparative analysis between budget, actual, and prior year results Implement and monitor Internal controls to help minimize errors and adhere to internal/external auditing standards Provide reporting and details for internal and external auditors, issuing explanations and process walk throughs upon request Provide team members with direction on how to handle issues with trade and brokerage payments Served as co-lead on Trade Sales & Marketing project , creating new and re-aligning existing trade balance sheet and P & L general ledger accounts in SAP for better trade spending accountability



JMFG - Smithfield Foods

• Food and Beverage Manufacturing
• 700 & Above Employee

• Financial Analyst

  • 2011 - 2012

  Reviewed closing entries and analyzed overall trade accrual balances for month end close Prepared monthly validations/reconciliations of all trade accrual and prepayment account balances Responsible for setting up and managing Indirect trade accrual rates for five companies Reviewed and posted month end journal entries for Trade and A/P departments Responsible for setting up and managing OS&D accrual rates for five companies Managed one of the company’s… Show more Reviewed closing entries and analyzed overall trade accrual balances for month end close Prepared monthly validations/reconciliations of all trade accrual and prepayment account balances Responsible for setting up and managing Indirect trade accrual rates for five companies Reviewed and posted month end journal entries for Trade and A/P departments Responsible for setting up and managing OS&D accrual rates for five companies Managed one of the company’s largest Indirect customer’s differential rates and payments, using complex formulas and weekly commodities reporting to bring Monthly list price to Actual market price Prepare and distribute Indirect trade accrual account reporting/analysis to five different companies providing recommendations for necessary adjustments needed to respective accounts Responsible for final settlement of trade deals in SAP, closing trade agreements and determining proper allocation of remaining funds to the P&L

• Associate Accountant

  • 2010 - 2011

  Responsible for reporting used to analyze and adjust trade accounts during the month and at period end Investigated and accounted for variance and anomalies found in month end reporting Prepared GL summaries used in the account validation/reconciliation process Monitored Trade GL accounts prior to close to identify large over or under accruals Provided other departments with information regarding trade account balances or other information pertaining to their… Show more Responsible for reporting used to analyze and adjust trade accounts during the month and at period end Investigated and accounted for variance and anomalies found in month end reporting Prepared GL summaries used in the account validation/reconciliation process Monitored Trade GL accounts prior to close to identify large over or under accruals Provided other departments with information regarding trade account balances or other information pertaining to their respective companies and distribution channel Trained new Broker Analysts and Trade Disbursement Coordinators and served as back up Assisted Broker Analysts in resolving issues concerning broker commission payments and other brokerage related issues Served as Co-lead with on-boarding project , integrating new company onto SAP ERP system – Trade and brokerage segment

• Trade Disbursement Coordinator/Broker Analyst

  • 2007 - 2010

  Assisted with project converting manual brokerage process to automated SAP ERP accrual based agreements Maintained brokerage contracts and payment rates in SAP for four divisions servicing approximately 100 brokers, prepared and issued broker payments Worked closely with sales to ensure timely on boarding for new brokers, ensuring proper set up in customer master, and timely payment Prepare monthly brokerage reconciliations to ensure brokerage accruals are properly stated… Show more Assisted with project converting manual brokerage process to automated SAP ERP accrual based agreements Maintained brokerage contracts and payment rates in SAP for four divisions servicing approximately 100 brokers, prepared and issued broker payments Worked closely with sales to ensure timely on boarding for new brokers, ensuring proper set up in customer master, and timely payment Prepare monthly brokerage reconciliations to ensure brokerage accruals are properly stated in financial reporting Processed trade promotion payments for Retail and Deli divisions Worked closely with Sales team and Brokers, providing information, training, and issue resolution



Skyjack Inc.

• Canada
• Machinery Manufacturing
• 700 & Above Employee

• Accounts Receivable Clerk

  • 2002 - 2007

  St. Charles, IL Handled all A/R functions for parts and service division including daily client invoicing, issuing over 150 invoices daily averaging $1 million in monthly sales Processed new customer credit applications verifying bank, credit references, and D&B rating scores Responsible for issuing customer warranty and return credits Processed daily cash deposits, credit card transactions, and customer payment application Assisted with month end A/R, bank, and intercompany… Show more Handled all A/R functions for parts and service division including daily client invoicing, issuing over 150 invoices daily averaging $1 million in monthly sales Processed new customer credit applications verifying bank, credit references, and D&B rating scores Responsible for issuing customer warranty and return credits Processed daily cash deposits, credit card transactions, and customer payment application Assisted with month end A/R, bank, and intercompany reconciliations Show less