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@biagibros.com
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Johana Franklin is listed as Sales Finance Analyst at Delicato Family Wines, a with 555 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at biagibros.com and a matched LinkedIn profile for Johana Franklin.
Johana Franklin previously worked as Accounting Assistant at Biagi Bros. and Customer Service Representative and Client Relationship Specialist at Biagi Bros.. Johana Franklin holds Bachelor Of Business Administration - Bba, Finance, General from Cal State East Bay- College Of Business & Economics.
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AeroLeads found 1 current-domain work email signal for Johana Franklin. Compare company email patterns before reaching out.
As a recent graduate with a BBA in Finance from CSU East Bay, I am eager to apply my analytical and problem-solving skills to the finance world. I have a passion for numbers and a keen interest in budgeting, financial planning, and credit analysis. I have gained valuable experience in the tax industry, where I helped clients maximize their returns by at least 15% and improved their tax projection outcome for the next year.Currently, I work as an accounting assistant and a customer service representative at Biagi Bros, a logistics and transportation company. In this role, I prepare the journal entries for month-end closing, I assist with the year-end and monthly ledger account audit and reconciliation. I partook in a few special large projects, such as requesting all the vendor's W9s and updating their information in our system, another one was gathering all the data needed to get to create the adjustments need to get into ASC842 compliance.In my prior at Biagi as a customer service representative, I managed over 25 winery accounts, built and maintained strong client relationships with excellent communication and customer service skills. I also created and processed monthly invoices, coordinated and oversaw projects, and trained and motivated new employees. I have learned the importance of being of service to others, listening to their needs, and delivering high-quality results.
Listed skills include Customer Experience, Collaborative Problem Solving, Income Tax, Accounting, and 41 others.
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A career timeline built from the work history available for this profile.
Napa, California, United States
Support the sales team by analyzing sales data, trends, and performance metrics to identify opportunities for wine shipment and depletion optimization.Prepare monthly financial report packages to track progress against the plan.Assist in preparing sales forecasts, and providing insights and recommendations to improve accuracy and effectiveness.Assist in the month-end close processes, including accruals and reclasses.
Napa, California, United States
Participate in monthly close by logging monthly recurring journal entries,and making necessary reclassifications to ensure proper allocation of expenses andrevenues.Review financial statements to analyze performance, identify patterns, trends,and potential areas for improvement,Ensure all payables and receivables are correctly posted.Produce and distribute monthly financial statements to stakeholders, ensuringtimely and accurate reporting. Conduct bank reconciliations to verify the accuracy of transactions and resolvediscrepancies.Perform General Ledger reconciliations to identify discrepancies, and track them tothe source, and implement necessary corrections to ensure the accuracy andintegrity of financial data.File state taxes, ensuring compliance with tax regulations and deadlines.Engaged in various special projects, including creating corporate binders formultiple entities, updating vendor information for accurate records and smoothtransactions, and participating in ASC842 data gathering to comply withaccounting standards.
American Canyon, California, United States
Promoted from a shipping clerk to a customer service rep within one year.Manage the most 25 winery accounts managing expectations with Biagi Bros, building and maintaining a strong client relationship with strong communications skills and outstanding customer standing.Create and process the monthly invoices for every winery account for warehouse and miscellaneous charges.Process and Co-ordinated 10-15 projects per week, collaborating with the warehouse crew to ensure prompt and satisfactory completion.Motivated and trained 5 new employees while encouraging high team cohesiveness.Identify variances and adjust Inventory systematically during biyearly warehouse cycle count for 100% accuracy.Investigate and research using data analysis skills to problem-solve resulting in 100% inventory accuracy.
Fairfield, California, United States
Prepared simple and intermediate federal and California state tax filing for individuals and identified the most potential write-offs, depreciation, deductions, and credits to maximize the client’s return by 15% or more.Implemented due diligence questionnaire prior to starting the tax preparation process.Recommended financial products best suited to the client’s needs 90% of the time.Analyzed the current year's return to create a financial plan and made relevant recommendations to maximize returns for the upcoming year.Collected cash, check, and credit card payment transactions upon return completion.
Vacaville, California, United States
Prioritized by answering 3-5 phone lines in a professional manner while attending to in-person guests.Researched availabilities and managed reservations for individual guests and large groups of over 30 people.Reviewed and updated billing accounts, collected payments in cash or credit card, and produced statements upon check out.Resolved and documented guest complaints by active listening coming to a win-win resolution.
Other employees you can reach at delicato.com. View company contacts for 555 employees →
Raquel Walsh
Colleague at Delicato Family WinesSan Francisco Bay Area, United States
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Michael Weinstock
Colleague at Delicato Family WinesSan Francisco Bay Area, United States
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Aria Vahedi
Colleague at Delicato Family WinesPhoenix, Maryland, United States
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Erica Lichatz
Colleague at Delicato Family WinesNapa, California, United States
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Carlos Alcala
Colleague at Delicato Family WinesRohnert Park, California, United States
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David Hayman
Colleague at Delicato Family WinesMill Valley, California, United States
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Todd Dewane
Colleague at Delicato Family WinesModesto-Merced Area, United States
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Celeste Cooper
Colleague at Delicato Family WinesSonoma, California, United States
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Nancy Brad Kirsinas, Csw
Colleague at Delicato Family WinesLos Angeles Metropolitan Area, United States
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Shannon Anderson
Colleague at Delicato Family WinesModesto, California, United States
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Quick answers generated from the profile data available on this page.
Johana Franklin works for Delicato Family Wines.
Johana Franklin is listed as Sales Finance Analyst at Delicato Family Wines.
AeroLeads has found 1 work email signal at @biagibros.com for Johana Franklin at Delicato Family Wines.
Johana Franklin is based in San Francisco Bay Area, United States while working with Delicato Family Wines.
Johana Franklin has worked for Delicato Family Wines, Biagi Bros., H&R Block, and Fairfield Inn & Suites By Marriott.
Johana Franklin's colleagues at Delicato Family Wines include Raquel Walsh, Michael Weinstock, Aria Vahedi, Erica Lichatz, and Carlos Alcala.
You can use AeroLeads to view verified contact signals for Johana Franklin at Delicato Family Wines, including work email, phone, and LinkedIn data when available.
Johana Franklin holds Bachelor Of Business Administration - Bba, Finance, General from Cal State East Bay- College Of Business & Economics.
Johana Franklin is listed with skills including Customer Experience, Collaborative Problem Solving, Income Tax, Accounting, Multi Language, Account Management, Financial Planning, and Data Entry.
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