Michael O'Brien Email & Phone Number

Durham, North Carolina, United States

Cambridge, Massachusetts, United States

Jacksonville, Florida, United States

Port Washington, New York, United States

Jacksonville

• Hired to build Deductions Team during a time of growth at Fanatics, INC.• Work various Deduction types in a timely manner (Shortage, POD, and Pricing Claims)• Communicate with internal and external customers to resolve Deductions.• Created and implemented Deduction reporting for tracking purposes.• Worked Major Customer Accounts ( Walmart, Costco, Ect.)• Trained all new Deduction analysts.

Jacksonville, Florida, United States

• Completed a weekly Cost Per Unit report to ensure Warehouse Efficiency.• Present a monthly Cost Per unit meeting with Warehouse.• Calculate and Maintain a Duty Taxes Spreadsheet to ensure adequate accruals.• Create and Maintain a spreadsheet to monitor and track warehouse billing for Stuart Weitzman and Kate Spade Brands.• Prepare an Annual Operating Plan for Warehouse expenses under Stuart Weitzman brand.

Jacksonville, Florida Area

• Performed monthly reporting duties for management review: Bank Reconciliation, cash discount discrepancy, monthly account aging.• Managed customer deductions, matched to credits, ECT. IE Chargebacks, Returns, Rebates, Bill backs, Shortages and Post audits.• Maintained a CVS pharmacy bill back report that resulted in a $600k write back to income.• Developed SAP tools and dashboards to analyze customer aging, financial reporting and customer DSO reports, and Cash discount discrepancy reports.• Responsible for Billing, Deduction Management, Invoice validation for 4 of the top 5 customer accounts for roughly $600M yearly.• Ran and maintained a yearly tax exempt certificate program for 400 customers over 3 Ranbaxy companies.• Maintained all records for SOX and JSOX audit requirements. • Maintained customer credit files.• Initiated all new customer credit applications.• Gathered all pertinent information regarding new customer accounts, IE credit application, DNB reporting, applicable licensing, DEA Certificate, tax exempt certificate and audited financials.• Coordinated with sales to determine credit limit based on estimated sales.• Directed customer service to set a new account up for billing once all approvals had been received.• Set up the account from a finance perspective in SAP to capture all applicable accruals.• Monitored and maintained the order hold queue. Determined customer risk if they were ordering over their issued credit limit and released orders based on financials, up to $250k over the credit limit.• Performed yearly and ad’hoc credit limit reports for over 400 customers to determine if adequate credit limits were in place. Recommended new credit limits if the current limit was too low for future sales, or too high based on reduced sales.• Monitored 400 customers’ credit limits before and during major product launched to ensure smooth delivery of product.

Associate'S Degree, Finance, General

Currently working towards a degree in Finance to further my knowledge and understanding of my position.

Regents Diploma, General Studies

Activities and Societies: Golf Team, Football TeamGraduated 3rd in class.