Rachael Schweitzer, Mba Email & Phone Number

Lakeland, FL, US

• Design critical analytical dashboards, reports and queries to drive strategic business decisions
• Create and maintain an agency management system inventory in collaboration with the IT Department
• Identify emerging reporting needs of Patriot and its agencies and communicate to Patriot Operations, Finance and IT teams
• Oversee the integration and execution of strategic Patriot initiatives related to its data and reporting needs

• Plan and drive implementation of new projects, processes, and systems to improve execution and productivity across teams
• Analyze current clients profitability and provide input on prospective clients revenue potential
• Creates analysis models which are easily manipulated, analyzed and recognizes business trends for various areas including sales andworkforce planning.
• Drive accountability, in partnership with finance, to conduct monthly P&L and performance reviews to drive continuous improvement and goal attainment

• Creates analysis models which are easily manipulated, analyzed and recognizes business trends for various areas including sales and workforce planning
• Continually works to identify new opportunities to provide valuable metrics to the business and Senior Management team
• Conducts comprehensive impact/what-if financial and operational analysis of business process changes
• Partners closely with Distribution Centers within the organization to troubleshoot financial concerns, and to drive margin growth
• Works with client to understand their data and metrics needs to ensure accurate and effective KPIs
• Communicates requirements effectively between functional areas and supporting departments

• Critically evaluates information gathered from multiple sources, reconciles conflicts and decompose high-level information into details
• Interface with vendor partners and design optimal solutions for cost and service improvements
• Develop, maintain and perform processes to continuously monitor vendor partner services
• Monitor, track & escalate deviations in cost and service from each carrier
• Provide weekly cost per package reports to client with analysis of costs
• Provide monthly reports for carrier services and scorecard of performance

• Prepares margin analysis for individual clients to ensure profitability
• Resourcefully analyzes the income statement and researches anomalies
• Independently investigates and resolves various accounts receivables issues
• Reliably ensures adequate documentation is provided for each reconciliation and journal entry prepared
• Effectively reconciles general ledger accounts to the parent company reporting package
• Diligently reviews all account receivable invoices for accuracy and appropriate general ledger coding

• Meticulously prepare, review, and submit client invoices on a weekly and monthly basis
• Proactively contact appropriate teams to obtain necessary billing backup
• Accurately assessed cost of goods sold and revenue accounts at month end to determine reclass eligibility
• Consistently analyze work in progress report to determine what adjustments need to be posted
• Analytically assists in the preparation of monthly internal financial reporting
• Independently prepares and investigates various billing-related issues

Master Of Business Administration - Mba, Data Analytics

Bachelor’S Degree, Accounting