Experience

Orgain

• United States
• Wellness and Fitness Services
• 100 - 200 Employee

• Senior FP&A Analyst

  • Sep 2022 - Present

• Senior Trade Analyst

  • Jun 2021 - Present



Associa

• United States
• Real Estate
• 700 & Above Employee

• Financial Accounting Specialist

  • Mar 2020 - Jun 2021

  Foothill Ranch, Lake Forest, California, United States -Prepare month-end closing and financial statements for over 50 Homeowner Associations - Process monthly bank statement reconciliations - Post month-end accruals, deferrals, and other adjusting entries as well as reclassifications requested by Board of Directors and Community Managers - Work closely with A/R, A/P, and Community Managers with closing invoices and coding GLs accurately before month-end - Review budget vs. actuals to identify variances, trends, and non-budgeted… Show more -Prepare month-end closing and financial statements for over 50 Homeowner Associations - Process monthly bank statement reconciliations - Post month-end accruals, deferrals, and other adjusting entries as well as reclassifications requested by Board of Directors and Community Managers - Work closely with A/R, A/P, and Community Managers with closing invoices and coding GLs accurately before month-end - Review budget vs. actuals to identify variances, trends, and non-budgeted items - Maintain effective internal controls by ensuring transactions follow company policies and GAAP - Assist Auditors and Board of Directors with financial questions and reports Show less



Solaris Paper, Inc

• United States
• Paper and Forest Product Manufacturing
• 100 - 200 Employee

• Senior Trade Analyst

  • May 2019 - Jan 2020

  - Developed monthly and annual spend accruals and tracked spend expense at the retail brand level to ensure financial objectives are met - Reduced the A/R aging balance by improving the standard operational procedures and processes for deductions and contracts - Extracted and manipulated data from multiple systems to develop routine reporting - Worked closely with the Accounting Department to develop and maintain monthly consolidated financial reports including month-end closing and… Show more - Developed monthly and annual spend accruals and tracked spend expense at the retail brand level to ensure financial objectives are met - Reduced the A/R aging balance by improving the standard operational procedures and processes for deductions and contracts - Extracted and manipulated data from multiple systems to develop routine reporting - Worked closely with the Accounting Department to develop and maintain monthly consolidated financial reports including month-end closing and deduction reconciliation - Assisted accounting with month-end adjusting entries to reflect accurate trade spend expense and other P&L cost components (non-trade related) - Managed and processed demand forecast for over 60 skus helping drive accuracy by 67% - Collaborated closely with cross-functional teams such as Marketing, Sales, Accounting, Customer Service, and IT to ensure customer performance expectations and company strategic objectives are met

• Trade Analyst

  • Sep 2016 - May 2019

  United States *Company Name Changed from Oasis Brands to Solaris Paper in 2018 - Reviewed spend expense and actuals by customer to identify variances in planning and took corrective action for future planning activities - Worked closely with the sales team to develop an accurate forward-looking trade spend to meet target by territory and customer - Managed and maintained a $1.1M non-performance trade budget - Calculated broker bonus on a semi-annual basis - Lead deduction research and… Show more *Company Name Changed from Oasis Brands to Solaris Paper in 2018 - Reviewed spend expense and actuals by customer to identify variances in planning and took corrective action for future planning activities - Worked closely with the sales team to develop an accurate forward-looking trade spend to meet target by territory and customer - Managed and maintained a $1.1M non-performance trade budget - Calculated broker bonus on a semi-annual basis - Lead deduction research and resolution by verifying promotional contracts, invoices, movement reports, retailer Ads, and Nielsen data



National Services Group

• Payroll Representative

  • Apr 2016 - Sep 2016

  Irvine, CA - Processed payroll including voids and manual checks of over 500 employees on a biweekly basis - Audited post-payroll data on Paychex software for accuracy - Transmitted direct deposit data into Paychex system by verifying employees voided checks and consent forms - Reviewed new hire packets and compliance documents with confidentiality - Suggested procedural changes with my IT Department and Payroll Manager to improve work efficiency - Printed and… Show more - Processed payroll including voids and manual checks of over 500 employees on a biweekly basis - Audited post-payroll data on Paychex software for accuracy - Transmitted direct deposit data into Paychex system by verifying employees voided checks and consent forms - Reviewed new hire packets and compliance documents with confidentiality - Suggested procedural changes with my IT Department and Payroll Manager to improve work efficiency - Printed and distributed checks to locations set by the Vice President for each branch manager - Handled phone calls to resolve payroll issues as well as following-up with each employee on any updated payroll information Show less



Fastenal

• United States
• Wholesale
• 700 & Above Employee

• Outside Sales Representative

  • Mar 2014 - Mar 2016

  Anaheim, CA - Ran Daily Store Operations (Inventory Management, Vendor Consolidation, Customer Care and Service, Filing and Faxing, Phone Calls, Emails, Quoting, Product Sourcing, Pricing, Ordering, Invoicing, Merchandising, Receiving, Shipping, Product Support, Sales Support, Credit Applications, CA Tax Certifications, A/R (Collections), Inventory Redistribution, Store Maintenance) - Provided excellent and superior customer service to all customers - Averaged $15,000 in monthly sales while… Show more - Ran Daily Store Operations (Inventory Management, Vendor Consolidation, Customer Care and Service, Filing and Faxing, Phone Calls, Emails, Quoting, Product Sourcing, Pricing, Ordering, Invoicing, Merchandising, Receiving, Shipping, Product Support, Sales Support, Credit Applications, CA Tax Certifications, A/R (Collections), Inventory Redistribution, Store Maintenance) - Provided excellent and superior customer service to all customers - Averaged $15,000 in monthly sales while maintaining 50% profit margin - Developed a book of business of 100+ customers by displaying superior customer service and executing 100+ cold-calls (phone + in person) per week - Reduced COGS by implementing Lean Six Sigma and Inventory Management methods - Made local deliveries to clients as well as assist with PO pick-ups for other Fastenal Stores - Networked with Qualified Vendors to expand Fastenal's current product line and to reduce cost, lead times, and stock-outs - Collaborated sales and margin strategies with my RVP, DM, and GM on a monthly basis - Created Costing Savings and Usage Reports for my Top Key Accounts to demonstrate value - Processed and verified credit applications, credit card transactions, and CA Resale Tax Certificates - Assisted the A/R Department on collection calls and invoice discrepancies; reduced days out by 30% Show less