Financial Advisor, Financial Analyst, Financial Manager

Objective

To use my skills and knowledge to support and grow the business of any company’s strategic initiatives.

 

Education

Nashville State Technical Institute – Associates Degree ,Computer Accounting Technology – Diploma 1996

University of Phoenix – Bachelors Degree, Business/Finance – October 2012 to April 2015

Lean Six Sigma White Belt, Yellow Belt Training and Certified Kaizen Leader

 

 

Positions Held

December 2011 to present, Finance Supervisor

Cardinal Health/3PL&SPD

Responsible for participation in the annual budget process and partnering with the business leaders to ensure budgets fit within the overall vision, strategy and targets of the $2+ billion business of Specialty Distribution and Specialty 3PL, Lead Accounting team to ensure proper controls and invoicing of clients, Lead the Accounts Payable process to ensure invoices are paid to our vendors in a timely manner, Staff performance reviews, coaching, training,  coaching, employee development, Responsible for monthly reporting and analysis of results relative to prior forecast and plan delivering support in providing consolidated business analysis on business drivers behind the financial results, Assist Director in performing special projects on an as needed basis, Proactively seeks out area of process improvement and leads change within team and cross functionally, Functions as Project Accountant for Capital Expenditures and asset placement, Major contributor in building, developing, testing and implementing the new client billing system within Elite 8.4 while partnering with business leaders and staff

 

August 2010—December 2011, Customer Operations Supervisor

Cardinal Health/SPS

Supervision of 7 employees including a Lead, Customer Service and Accounts Receivable, facilitate One on One with staff for job performance, coaching, development plans, evaluation of core competencies, coaching for progress on development plans and benchmarking, monthly training and team building sessions, communication and interaction at the team level and up to the leadership level, conflict resolution, manage to Key Performance Indicators, management of PTO and Kronos, oversee the daily workflow for customer service and accounts receivable functions, participation in client business reviews, line extensions, new client launches, strategic business planning and collaboration with peers for the functional area, and other duties and projects as assigned by management.

 

September 2007 August 2010, Customer Operations Lead

Cardinal Health/SPS

Manage daily Accounts Receivable and Customer Service work flow according to SOPs and/or processing standards per client, training and support for team members, bi-weekly CAS meetings with staff, status updates with Manager regarding work flow, one on one skill improvement sessions, daily interactions with client regarding their business status, participate in client conference calls and business reviews, cross functional relationship building, lead team meetings and conflict resolution.  Coordinate with staff and warehouse regarding client order pushes, line extensions and new client launches. 

 

December 2005 to September 2007, AR Specialist

Cardinal Health/SPS

Provide daily accounts receivable functions for my clients.  This includes cash posting, debit/credit reconciliation, G/L write-off and month end balancing, Cognos reporting, collections by phone and correspondence, specialized reporting as requested by the client, special projects and committees, assisted in training of new employees, and other duties as assigned by management.

 

April 2001 – December 2005, Credit Analyst

Ingram Entertainment Inc.

Maintain portfolio of 600-700 accounts totaling $4-$6 million, account maintenance and reconciliation, auditing checks, customer service, review and approve credit applications and credit lines up to $25K, account deductions, collections, various spreadsheets and Cognos reports, correspondence, answer phones, working with sales and customer service reps, assist in training of new employees.

  

Computer Skills

Elite 6.5 and 8.4, Microsoft Excel, Word, PowerPoint, Publisher, Outlook, Access, Captivate 5.0, SAP/FSP, Kronos, ALM, AS400, Smart Data, Cognos

Licenses and Certificates

LSS White Belt, Yellow Belt Training and Kaizen Certified

References

Available upon request.

  • ID#: 88572
  • Location: Nashville, TN , 37211

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