Alison Graham Email & Phone Number

Santa Rosa, California, United States

Work with Sales Team to ensure client’s brand marketing & consumer strategies are implemented• Administer claims, deductions, and reconciliation process by meeting client and customer expectations through maintaining accurate records that will stand up to external audit• Maintain efficient forms management process and provide sales team with accurate and timely promotional contracts• Maintain and reconcile trade accrual amounts for client and Costco; provide promotional strategy solutions and communicate accrual balances/issues on a regular basis• Act as representative in Costco and third party audits – provide documentation to prove promotional programs, sales dollars, and accrual earned and spent in audit time frameCreated new efficiencies in reconciling existing trackers for Costco clientsTaught administration team Xlookup to improve accuracy in reconciling purchase orders for items with promotional accruals

Petaluma, California, United States

Primary point of contact for Trade Promotion Management (TPM) system for $550M+ CPG companyTPM system administratorSystem implementations, re-implementations, and onboarding of new usersPrimary liaison for all TPM questions and analytics for Sales, Finance, AR, AP, Customer Service, and broker partnersTPM system training leadAnnual customer planning sessions for top 70% of customersBroker partners contracts and commission budget management for network of 100+ customersKey Account Sales Operations ContactSupported Oracle BI data integrity and troubleshooting

Sales Support and Enablement Coordinator for top customer accountsData management for internal and external system sources• Internal Master Data• External customer portals, new item set up and maintenance, reporting, and analysisBroker partner commission management and processing for network of 100+ customersKey account deduction reconciliation and solution specialist for Kroger, Albertsons, Publix, and more

Petaluma, California, United States

Deduction management and reconciliation of an open balance of over $5M Sales team administrative support on projects, new item set up, item maintenance, and certificate requestsManaged Oracle BI Sales deduction dashboard by confirming troubleshooting data errors and building templates for monthly trade spend review

Santa Rosa, California, United States

Multiple client balance sheet reconciliations and ledger entries daily including fixed asset management, receipts of expenses, and bank and credit card reconciliationsPayroll processing including quarterly payroll tax return preparation and sales tax return preparationMonth/Year-end accounting protocolsIndividual & corporate tax return coordination

Santa Rosa, Ca

Accounts receivables and payables coordinatorReview, validate, and verify invoices and check requestsData entry of invoices for payment and mailingProcess bi-weekly check batchesAbila MIP Fund Accounting software utilizationMonthly ledger reconciliationsAd hoc projects upon request

Santa Rosa, California, United States

Accounts receivables and payables coordinatorReview, validate, and verify invoices and check requestsData entry of invoices for payment and mailingProcess bi-weekly check batchesAbila MIP Fund Accounting software utilizationMonthly ledger reconciliationsAd hoc projects upon request