Experience

St. Joseph's Hospital

• Hospitals and Health Care
• 1 - 100 Employee

• Sr. Financial Analyst

  • Apr 2009 - Present



Coca-Cola Europacific Partners

• United Kingdom
• Manufacturing
• 700 & Above Employee

• Senior Cost Accountant

  • Apr 2007 - Apr 2008

  Responsible for handling sales to other bottlers (Agency Customers) previously handled in the business units by the Supply Chain Finance Managers. Worked closely with the Finance Managers countrywide to outline the new job responsibilities. Month end close journal entries including the USA, COMBO and Virgin Islands Pallet Transfers. Agency Analysis providing analytical support to manager. (Created a detailed Excel file and Access Database for time savings). Account Reconciliations… Show more Responsible for handling sales to other bottlers (Agency Customers) previously handled in the business units by the Supply Chain Finance Managers. Worked closely with the Finance Managers countrywide to outline the new job responsibilities. Month end close journal entries including the USA, COMBO and Virgin Islands Pallet Transfers. Agency Analysis providing analytical support to manager. (Created a detailed Excel file and Access Database for time savings). Account Reconciliations Including: Deposit Assets (Pallets & Shells), Deposit Liabilities (Shells & Others), and created a Pallet Reconciliation access database to track and detail the Pallet Transfer Journal Entry for backup for the field. Security Exchange Commissions (Capital Deposits) involving millions of Dollars in receivables by running an Information Warehouse Report using pivots to populate a schedule. Worked with NFO Team to set up 2008 product pricing (Created Access Database).

• Senior Accountant/Team Lead

  • Apr 2004 - Apr 2007

  Supervised and lead six Staff Accountants in daily duties. Prepared and approved reconciliations: Deposit Liabilities, Bank Fees, Property Taxes and Recycling. Prepared and approved month end journal entries. Prepare financial reports including the year-end Federal Tax Packages & quarterly State Packages. Prepared the 2006 and 2007 Fleet Budget utilizing the “PAZ” Model.

• Cost Accoutant

  • Apr 2001 - Apr 2004

  Transitioned North Texas in September 2002. Worked closely with the transition team and the North Texas division. Monthly reconciliations: Inventory, Liability, Fuel Tax, Marketing Fees, PPV and Related Party. Month end journal entries: Consignment, CO2, Pallets & Shells, Purchase Price Variances, Rebates, Accruals, Related Party, Freight, Marketing Fees. Month end report analysis: Operating Reports, Usage, Production Volume, Full Goods Inventory, Shrinkage, and BD&L.

• Staff Accountant

  • Apr 1999 - Apr 2001

  Monthly reconciliations including CMA’s, Coupons, Prepayments and Sales Tax. Paid City, County and State Sales Taxes On-Line for Florida, Alabama and Manually filed for Georgia. Obtained approval signatures, audited and paid CMA’s, Rebates and Incentives. (Saved company over $1Million in 2000).



PwC

• Professional Services
• 700 & Above Employee

• General Ledger Accountant

  • Apr 1994 - Apr 1999

  Promoted to supervisor to train 35 Expense Report Auditors, 3 supervisors and 1 manager during merger with Coopers & Lybrant. Researched, analyzed and reconciled Staff, Partners and Retired Partners Expense Reports, Relocation and Country Club accounts. Designed and implemented a training manual with outside consultants resulting in shorter training periods and consistency. Processed and audited Expense Reports by verifying supporting documentation, footing and general ledger account… Show more Promoted to supervisor to train 35 Expense Report Auditors, 3 supervisors and 1 manager during merger with Coopers & Lybrant. Researched, analyzed and reconciled Staff, Partners and Retired Partners Expense Reports, Relocation and Country Club accounts. Designed and implemented a training manual with outside consultants resulting in shorter training periods and consistency. Processed and audited Expense Reports by verifying supporting documentation, footing and general ledger account coding. Month End Close Journal Entries and general ledger analysis. Show less