Jared Palma Email & Phone Number

Napa, California, United States

Analysing profit maximization on constrained luxury goods by analysing and distributing annualproduction quantities to the highest margin customer or customer tierReviewing daily orders in against balance to go for US Trade to achieve correct order mix as well astargeted rate per caseSupporting the Americas allocations process through facilitation of cross-functional decision makingwith Supply, Commercial Finance, Luxury Sales, and Commercial ManagementDistributor collaboration – Supporting order and inventory queries, resolving outstanding distributordebits/credits, and fielding all miscellaneous distributor requestsManaging out of stocks and problem solving out of stock orders by selecting which distributor is bestable to fill orders through analysing capacity and demand

Assembled financial year budget reports using location specific allocationsReconciled financial data to track expense and revenue accounts Extracted financial data from Sage Intacct for dissection and reporting Worked closely with development team to report location specific budgets for grant writing and supportManaged and maintained cash flow statements to report on long/short term trends and variancesAd-Hoc reporting to support the Finance, Technology, and Operations team Supported Staff Accountant with account reconciliations

San Jose, California, United States

❖ Create high level and digestible financial reporting bi-monthly for Board of Directors Meetings❖ Prepare and publish budgets and forecast for company and programs❖ Support Contract and Development Manager for funding reports❖ Upkeeps Abila MiP databases for proper classifications of expenses and revenues❖ Prepare Outcome and Operational Reports budget to actual and publish on Power BI❖ Assist directors and key managers in setting financial goals and measure performance❖ Convert program goals into budgets and reports❖ Assist in monthly accounting close by preparing detailed balance sheets, income statements, and monthly cash flow statements

Dublin, California, United States

❖ Process and reconcile high volume of daily deposits with high levels of accuracy❖ Code, Balance, and summarize high volume employer reports for insurance eligibility❖ Generate and maintain employer monthly invoices❖ Process payroll Audits via Workflow tracking software❖ Track employer and employee inquiries related to the payment of contributions and enrollment❖ Answer insurance eligibility inquiries outlined by Taft-Hartley Trust funds❖ Utilized Microsoft Excel to provide and explain financial data to management

Dublin, California, United States

❖ Maintained and Managed Pension records at high levels of accuracy❖ Calculated Pension benefits using in accordance to outlined contract rules❖ Processed estimates and applications of Taft-Hartley Defined Benefit and Defined Contribution applications

San Ramon, California, United States

Apply customer paymentsResearching unidentified paymentsPost/Process invoices into the accounting systemAssist in processing Car Sales files for retail car salesCompile Business Management audit reporting to ensure proper procedures and ethical practices are being followedValidate payment requests for complete informationGeneral filing and processingPayables. Reconciliation.Implemented PeopleSoft Strong attention to detail / Intermediate technical skills / Excellent communication skills

Merced, California Area