Brian Burks Email & Phone Number

Cleveland, Ohio, United States

Solon, Ohio

Cleveland/Akron, Ohio Area

• Supports major retail accounts (i.e., Target, Best Buy, Lowe’s, Canadian Tire) by researching and tracking inventory, payments, deductions, shortages, returns, advertising co-ops and credits.
• Captured $2.25M of payment shortages or invalid deductions over the last 3 years by researching and working with retailer on chargebacks.
• Prepares, posts and reconciles journal entries for monthly close reporting.
• Manages multiple customer programs, including returns, defective allowances, freight allowances, term discounts, pricing and advertising co-ops.
• Builds and maintains strong relationships with internal and external customers to resolve unpaid issues for accounts receivables on assigned accounts.
• Collaborates with Transportation, Sales, Return and Order Entry Departments to resolve issues, including order entry or invoicing errors and non-payment.

Cleveland/Akron, Ohio Area

• Performed financial reporting, journal entries, forecasts and annual budgets in support of 638 US and 36 Canadian retail outlets.
• Provided profit and loss (P&L) statements to Territory Vice Presidents and District Managers, responding to questions regarding entries and analysis on how to improve financials.
• Calculated and tracked incentive payouts for field management.
• Analyzed consumer traffic flow patterns and transactions to identify conversion opportunities.
• Streamlined employee scheduling by providing data analyzing hourly transactions to allocate staffing during peak periods to improve efficiency.
• Created Excel models to forecast annual payroll budget for all retail stores. Executed monthly store wage variance analysis utilizing Excel models and Lawson.

Cleveland/Akron, Ohio Area

• Successfully developed 200+ investment relationships resulting in the management of $2 million in assets.
• Implemented retirement financial plans for clients based on risk tolerance and financial goals.
• Recommended quality and diversified investments for clients using a buy-and-hold approach.
• Advised clients on 401(k) plans, 403(b) plans, and life insurance policies: proposed changes when appropriate.

Cleveland/Akron, Ohio Area

• Provided timely and accurate financial reporting to senior leadership on sales transactions, inventory levels and store level performance metrics for hundreds of retail outlets.
• Used MicroStrategy to analyze performance and import data to Excel for reporting and distribution.
• Tracked employee hours and performance metrics to calculate incentive payouts and performance goals.
• Consolidated performance data for hundreds of retail outlets, including sales, cost of goods, payroll, and expenses to analyze P&L opportunities.
• Prepared financial statements, revenue and expense analysis, posted journal entries, budget preparation, compiled statistics, respond to data requests.Financial Analysis Assistant, Pearle Vision | 1998 to 2004Accounts.

Bachelor Of Business Administration (Bba), Finance, General

Associate Of Arts - Aa, Hospitality Administration/Management