Responsible for creating $10 and $8 Million annual budgetsMeet weekly with Region General Managers to review results and create $2-$4 Million quarterly forecastsCreate monthly P&L Statements and revenue reconciliation for entire region and 6 individual territories.Compile monthly client partner performance scorecards for Region Manager and Area DirectorsVerify accuracy of Travel & Entertainment expenses, reconcile to forecast and budgetCreate monthly schedule for royalty payments, ensure vendors receives paymentProvide client partners with necessary reports and tools to help them achieve annual goalsMonthly General Ledger close for region; including expense review, creating 10-12 journal entries, and reconciling costsCreate monthly product mix/cost analysis reportsCalculate monthly commissions, prepare statements and corresponding journal entries

Generated Daily Scorecards. Scorecards compare daily sales to goal, forecast and prior year on corporate and regional levels as well as for over 90 client partners. Scorecards also track key initiatives performance. Distributed within all levels of company including CEO, CFO and Channel President. Reconciled and tracked Purchase Orders and vendor payments, reconcile monthly credit card receipt batches.Produced weekly reports tracking channel revenue and performanceAided in creation of budgets for 5 domestic regions and Domestic Administration cost center over $65 Million in budgets.Provided training to regional support staff regarding report generation and excel presentation.

Created annual budgets for Marketing, Supply Chain, Wholesale, Public Relations, and eCommerce. Budget totals varied from $2 Million - $15 Million each. Created daily scorecard tracking eCommerce Sales versus budget, forecast and prior year. Distributed within all levels of the company including CEO, CFO and Division President. Selected by Division CFO to be DBA for Oracle Sales Analyzer. Set-up new users accounts, weekly updated information into database weekly, and responsible for troubleshooting problems. Trained new associates on usage.Created Weekly Marketing Scorecards around Keyword and Affiliate performance.Created over 20 journal entries monthly including cost allocation, expense accruals, inventory scrap, and royalty calculations. Maintained all royalty and prepaid expenses schedulesSupported organization by generating Ad Hoc Reports.

Oversaw and managed the collection efforts of Accounts Receivable team. Manage a team of 5 + associatesCreated and administered monthly incentives and performance reviewsAccountable for interviewing, hiring and training of new personnelDSO went from record high of 72 to a low of 39 daysEvaluated credit lines risks, and set-up accounts with appropriate billing statusResponsible for clients with special billing needs; including international clients, licensees & direct officesSelected to work as Subject Matter Expert for Credit & Collections Department during implementation of Oracle 11i. Worked with external auditors on Quarterly and Yearly AuditsAssisted in month-end closeCertified FranklinCovey Co. Manager

Responsible for over 25,000 FranklinCovey Co. accounts.Contacted Clients with Past Due AccountsCreated new Bad Debt PolicyDesignated to lead merge of Accounts Receivable between Franklin Quest and Covey Leadership CenterAuthored department dunning noticesDeveloped training program and manual for new employees

Contacted past due clients via telephone. Worked with delinquent clients to make payment arrangementsPrinted and mailed monthly account statementsMaintained client files and prepared past due loans for collection by

Responsible for managing the financial affairs of SUUSA in accordance with generally accepted accounting procedures and standards Prepared annual budgets for 8-10 SUUSA accounts Responsible for the education and supervision of other student officers in the proper procedures for requisitioning and collecting of SUUSA moneys Handle all general ledger reporting in preparation for annual fiscal audit