 Assigned management of the House Account/Channel.  First person to own the detailed review of the Channel and discovered various issues and purposed necessary solutions. Create latest estimate and annual budget, to prevent unexpected Company misses; therefore, minimizing Company exposure. Manage a gross sales volume budget that moves through the channel. Discovered sales reporting errors, corrected and implemented a new process to prevent going forward. New process also provides first time ever visibility to key customer’s gross sales volume and spend allowing analysis for trade spend efficiency.  Support National Sales Manager in monthly Risk & Operations process and preparation. Support National Sales Manager in annual budget process. Share the responsibility of a gross sales volume budget and a trade spend budget. Internal resource for Convenience Store Field Sales Team. Manage and coach Sales Analyst.  Work with numerous departments regularly – Supply Chain, Brand, Finance, IT. Multichannel representative to McLane Corp.

 Share the responsibility of a gross sales volume budget and a trade spend budget. Trained Field Sales on new trade spend system. Team member for end of year trade spend project to ensure accuracy and proper expense estimated. Setup process for team to forecast displays. Worked with Field Sales to ensure efficient spend at their accounts and reviewed all spend exception requests. Assisted with budgeting and monthly Risk & Operations. Liaison to Sales Broker. Prepared Quarterly Business Review to help manage Broker partners. Multichannel representative to McLane Corp.

 Supported Brand Managers and Field Sales with recommendations for effective go-to-market spending, financial analysis of Brand, Channel and Customer performance. Dedicated Analyst to Gum Brand Team for launch of new product. Responsible for budgeting and forecasting the Gum Brand. Participated in new item process and pushed items through the system. Strong analytics and critical thinking skills. Translated information into insights, evaluated trends into a forecast and painted a financial picture that influenced decisions.

 Responsible for forecasting, budgeting and trade planning for Food and Drug Channel. Key project member for new forecast and budget system implementation and roll out to Field Sales. Key project member for Business Intelligence launch and roll out to Field Sales. Attended key customer account calls and presented trade marketing plans.

 Responsible for all Finance/Accounting IT issues.  Utilizes excellent organizational and multitasking skills. Documents and explains to all levels of management system issues and resolutions. Prioritizes, plans and executes resolutions to system issues in a timely fashion.  Ensures that all financial reporting and controls are adequate. Lead on all system implementations of business projects for accounting. Interacts with all business functions in supporting the development and implementation of process improvements. Responsible for numerous improvements in the month-end close process.  Ad hoc financial analysis. Lead on year end application’s audit. Successful completion of YCA Project Management course.

 Sole accountant responsible for the legal entity Complete Protection. Perform all necessary steps for the close cycle, such as: Calculate and book all monthly, quarterly and yearly close entries. Review monthly expenses. Analyze the balance sheet and income statement. Complete all necessary documentation to be inline with Sarbanes Oxley. Prepare and analyze the monthly Management Report and present it at the close meeting. Calculate and report monthly, quarterly and yearly metrics. Assist in the annual budget process. Perform ad hoc financial analysis. Work with all levels of management.

 Calculate commissions for internal and external employees. Execute payments in a timely manner. Create, document, and update commission policies. Improved and automated the commission process in order to expedite commissions. Responsible for the integrity of the data used to calculate commissions. Calculate and book monthly commission accruals. Reconcile accounts related to commissions. Work with all levels of management. Create flow charts, a risk matrix and control diagrams for Sarbanes Oxley.

 Maintain balance sheet integrity for Fifth Third’s holding companies including: Preparing and posting monthly accruals to the general ledger. Monitor expenses for the Franklin Financial acquisition. Perform the accounting on stock options exercised by Officers of the bank.  Over see the accurate distribution of fee income to appropriate affiliates. Identified an overstatement of assets and formed a project team with Trust and Treasury to investigate and correct. Assist the Benefits Department to resolve differences and restore internal control over employee retirement plans.

 Assist with monthly accounting accruals. Manage and maintain tracking spreadsheets for accurate sales reporting Prepare weekly management report for distribution to key leaders. Completed audits of sales/revenue reporting. Prepare invoices for payment and track expenses. Responsible for moving customer accounts to correct sales segment.  Prepare monthly operations reviews for presentation to President. Gather special pricing contracts for delivery to regulatory department for PUCO filing. Responsible for collecting past due receivable. Proven experience and ability in working with all levels of organization, including IT, Marketing, Accounting, Senior Management and Sales teams.

This internship included rotation through various areas within the bank’s Finance Division. Assignments included: Corporate Reporting, where I was accountable for weekly, monthly, and quarterly Federal Reserve Bank Reports, month-end closings, and other required reporting; General Accounting, where I worked on updating the fixed asset listing of an acquired bank; Tax Department, where I maintained a number of internal reports; Accounting Policy, where I was responsible for converting the acquired bank’s general ledger accounts.

 Posted General Ledger entries. Completed Bank Reconciliations. Assisted in tax preparation.

 Organized and created files containing loan information. Updated the computer systems on loan information. Organized and implemented various Y2K related projects, including contacting relationship managers. Involved in numerous group projects. Created daily delinquency reports for the department. Utilized a range of PC tools for various projects.