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E-mail: EMAIL AVAILABLEPhone: PHONE NUMBER AVAILABLEStreet Address Foxhill DriveSalem, VA Street Address
PROFESSIONAL SUMMMARYResults-driven and proactive Senior Financial Analyst with 15+ years experience in financial planning, budgeting, and statistical modeling. Masterful in operations management, general ledger reconciliation, and process improvement, showcasing a comprehensive skill set in nurturing financial adherence. Effective communicator and creative problem-solver, committed to efficient and cost-effective resource management.1Proficient in using technology to enhance data and information management.2Expert in the use of Excel and Access to analyze data and automate reporting3Expert in fully utilizing ERP systems and making the most of them4Committed to implementing quality improvement techniques that drive business operations to success.KEY AREAS OF EXPERTISEFinance: Financial Analysis (Sales and Cost), Inventory analysis and accounting, Standard Costing, Budgeting, Forecasting, Financial ModelingOperations: Vendor Management, Inventory Planning and ControlComputers: Lawson, Margin Minder, SAP, JD Edwards, MS Dynamics SL, AS400, Word, PowerPoint, Hyperion, M1, SQL, APTAdvanced user of Excel and AccessOther: Statistical Modeling/Analysis, ad hoc reporting and analysisSKILLS & ACCOMPLISHMENTSEffectively worked cross functionally with Finance and Operations to begin full utilization of the ERP system driving improved data collectionEffectively bridged the gap between Finance and Manufacturing to fully utilize the ERP system and begin using the MRP system improving scheduling and materials managementOversaw the automation of the annual physical inventory, improving accuracy and reducing the time and cost of the process.Automated the production of Daily Sales Reporting, reducing the time to update, and improving the accuracy.Extensive Financial and Operational auditing experience.Subject matter expert on APT Statistical Modeling ToolHave been formally recognized by company rewards system for various accomplishments.PROFESSIONAL EXPERIENCEMincon (November 2021 May 2024)Regional Supply Chain ManagerSubject matter expert for the M1 ERP SystemSuccessfully bridged the gap between finance and operations to begin full utilization of the ERP system increasing the accuracy of the dataDrove the development of a cost accounting process and policiesDrove the full utilization of the M1 ERP SystemImplemented forecast methodology to project inventory needsImplemented inventory control and purchasing policies gaining control of inventory growth and improving cash flowOversaw the management of nearly $30M worth of inventory across 7 companies in 4 countriesOversaw the implementation of a robust inventory count process increasing count reliability and accuracyManaged a team of 4 customer services representatives and nearly 15 warehouse personnelWas the acting controller for one of the plants in the regionJohnson Controls (July 2012 November 2021)Engineering Controller/Senior Financial AnalystDeveloped and implemented a Cost Accounting Policy using Standard CostsSubject Matter Expert on the Dynamics SL ERP systemLed the company to the full utilization of Dynamics SL as well as the JAAMS manufacturing moduleLed the company to full utilization of the MRP systemLead person on ERP upgrade teamDeveloped model for creating and maintaining annual budget and monthly forecasts that fed into the long range planLed the annual budget process and the monthly forecastsWas highly adept at extracting the data from the backendFully developed and implemented cost accounting processDeveloped inventory control procedures that improved accuracy year over yearDeveloped physical inventory process and plan that improved count reliability and reduced time to countAssumed the Controller role for the Engineering/R&D DepartmentResponsible for all aspects of accounting for a $85M P&LManaged Inventory Control teamSupport the General Manager with facilities managementChaired the safety committeeActing trade compliance managerAdvance Auto Parts (April 2009 July 2012)Senior Financial AnalystDeveloped method of evaluating investments that was deemed best practice within the companyDeveloped statistical model for allocating budgets to the 3,500 retail storesHad regular meetings with the EVP to discuss performance of initiatives and investmentsSubject matter expert on APT Statistical Modeling toolPresented examples of work performed at a national conference of super usersProvided decision support and insights into the success and profitability of business cases that wer being tested throughout the companyDid benchmarking and test vs control analysis to determine the impact of economic trends on various segments of the companyWorked closely with FP&A team to develop departmental budgets as well as sales and GM targetsMW Manufactures (May 2006 April 2009)Senior Cost Analyst .Acted as controller of a manufacturing plant that generated $300M+ in revenueAutomated production of the Daily Sales Report improving accuracy and reducing time to updateAutomated the calculation and posting of Cost of Goods Sold improving accuracy and reducing time to updateDeveloped ways of extracting data directly from the ERP system, eliminating the need for duplicate data entryImplemented process changes in the physical inventory that improved accuracy and reduced count timesPlanned an oversaw the quarterly physical inventoryEDUCATIONAuthentic Leadership Development Harvard Business School, Boston MassachusettsBachelors of Business Administration - Roanoke College, Salem, Virginia. Concentration in AccountingAssociates in Science, Business Administration - Virginia Western Community College. |