A finance professional with solid track record in managing financial transactions and maintaining accurate records. Known for focus on team collaboration and delivering reliable results. Proficient in accounting software, data entry, and problem-solving, adaptable to changing needs.
Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in Account Receivables with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.
Overview
17
17
years of professional experience
Work History
Sales Analyst
Southern Glazer's Wine and Spirits
10.2020 - 11.2024
Work with the Trade Development Team to maximize efficiency efforts regarding pricing accuracy, returned case reductions, sales maximization, replenishment efficiency, compliance evaluation, and void closure; work with tools specifically developed (Authorization Grid) to control these costs and participate in the development of additional approaches to minimize these costs, including monthly system pricing validations (Retailer Receiving to SGWS)
Administer sales systems, creating and/or running reports, creating and/or cascading goals, account and territory management, staff training, etc
Distribute monthly sales reports from internal and external sources ensuring data integrity and ease of use, align brands with suppliers
Prepare commercial analysis that recaps business performance by trade channel and sales inputs
Organize and maintain account segmentation data within the Information Technology system, review and update quarterly
Update master records to define customer account segmentation
Classify accounts based on volume and/or revenues
Track competitive pricing activity based on sales input
Create daily/weekly/monthly/quarterly pricing reports and analysis
Run standard and ad hoc reports for business and supplier needs
Analyze and rank teams and sales representatives that fail to deliver minimal standards
Identify potential brand risks and opportunities
Recap performance goals, and volume goals
Perform maintenance of data dimensions and routine updating of tracking tools to promote accuracy and accountability
Perform other duties as assigned
Accounts Receivable Specialist
Southern Glazer's Wine and Spirits
07.2007 - 10.2020
Provide financial, administrative, and clerical services as well as ensure accuracy and efficiency of operations
Cash application through various payment methods such as checks/cash, electronic funds transfer (EFT), Online Bill Pay, Drivers, and non-sufficient funds (NSFs)
Reconcile and maintain assigned accounts with accurate notes
Research and resolve past due invoices, unapplied activity, and short-paid items
Call assigned accounts to collect past due balances and handle inbound customer AR calls
Review and process payments on the COD collection reports
Prepare and enter all necessary Accounts Receivable journal entries
Director of Merchandising and Distribution at Southern Glazer's Wine and SpiritsDirector of Merchandising and Distribution at Southern Glazer's Wine and Spirits