Experience

Onnit

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Retail Trade Spend Analyst

  • Oct 2021 - Present

  • Generation of detailed analysis of trade spend deduction actuals data to extrapolate trends, problems, inefficiencies, and solutions. Presentation of high-level strategies to maximize profitability and efficiency from those findings to C suite, sales, & ops • Participate in internal sales meetings to advise sales and keep the accounting team informed of pertinent updates • Management, training, and development of a subordinate accounts receivable clerk • Development and implementation of SOPs • Assists Revenue Manager with accounts receivable aging and collections as needed • Identify unauthorized and invalid deductions and collaborate closely with customers to dispute and pursue repay till funds are recovered • Ad hoc financial reporting and various monthly, quarterly, and annual close tasks & accruals Show less



Amplify Snack Brands

• United States
• Manufacturing
• 1 - 100 Employee

• Deductions Analyst

  • Sep 2020 - Oct 2021

  • Track, analyze, and validate promotional trade spend actuals against sales planning and work closely with sales to adjust planning accordingly • Identify operational trends that are resulting in fees and lost revenue and work with the Ops team to address and correct • Identify unauthorized and invalid deductions and collaborate closely with customers to dispute and pursue repay till funds are recovered • Cash Application • Identify invoicing issues such as missing OIs and EDLPs and work cross functionally with the invoicing team to address Show less



Chameleon Cold-Brew

• United States
• Beverage Manufacturing
• 1 - 100 Employee

• Accounts Receivable Coordinator

  • Jan 2019 - Jun 2020

  • Invoicing including via EDI including maintenance, upkeep, and troubleshooting of EDI system • AR Aging analysis • Cash Application • Weekly Cash Reporting • Month End Close & Reporting • Trade Spend Accruals. Utilization of deep knowledge of customers, promotions, product performance and history to accurately accrue while adjusting for and recording actuals • Deductions Analysis & Approval • Maintaining and utilizing close relationships with the Sales & Ops teams to coordinate regarding deductions approval and invoicing • Developing, maintaining, and utilizing positive relationships with our customers and their AP teams • Bank reconciliations • Various Ad hoc reporting • Personal expense reporting • New customer set up Show less



Berson Financial Group, Inc.

• Accounting
• 1 - 100 Employee

• Accounts Payable Staff Accountant

  • Apr 2018 - Oct 2018

  • Accounts Payable • Bank Reconciliations • Manual check runs, wire payments, ACH payments • Credit Card Downloads & Reconciliations • Preparation of Cash Flows & Check Registers • Coordinating with clients’ personal assistants • Setting up, modifying, and closing various client vendor accounts while analyzing cost and maximizing benefit to my clients • Meeting deadlines while efficiently multitasking and prioritizing new tasks, projects, and requests in a fast-paced environment • Various special tax preparation tasks at the request of my Firm President Show less



BCA Solutions CPA's Inc.

• Agoura Hills, California, United States

• Administrative Assistant

  • Sep 2014 - Apr 2018

  • Accounts Receivable, Accounts Payable, Payroll preparation, Bank reconciliations • Corresponded with clients, vendors, the IRS, and the CA FTB etc. to research & resolve problems and tasks as they arose • Prepared, sent & filed E-File forms, estimated payment vouchers, tax summaries, power of attorney’s, tax return drafts and filing copies, in addition to various other tax & legal documents in an accurate and timely manner • Administrative duties and customer service • Managed service referrals, related meetings, contract maintenance, new contracts, and office supplies inventory • Resolved all IT issues for the office • Coordinated on projects with 3rd parties such as lawyers, real estate brokers, notaries, mortgage companies, banks, government agencies etc. Show less