Atlanta, Georgia, United States
I am a Financial Analyst with a strong background in portfolio support, contract compliance, and financial reporting. I focus on helping teams make informed decisions by providing clear, accurate analysis while ensuring contracts and processes are followed correctly and remain audit-ready. I work well in collaborative environments and partner closely with Finance, Sales, Audit, and Operations to reduce risk, improve processes, and maintain strong financial controls. My experience includes managing complex contracts, supporting large portfolios, and reviewing financial activity to ensure accuracy, transparency, and compliance. I am known as a reliable team contributor who communicates clearly, adapts quickly, and helps keep projects moving forward. I enjoy roles where I can support business performance through thoughtful analysis, attention to detail, and strong cross-functional relationships. Roles of Interest: Financial Analyst (FP&A or Operations), Portfolio or Financial Operations Analyst, Contract Compliance Analyst, Reporting or Portfolio Management, Supplier Management
Own financial management of the ROARK Capital portfolio, managing ~12K+ customer payments annually totaling ~$585MM in complex reimbursement spend (annual, semi‑annual, and quarterly) for major accounts including Arby’s, Culver’s, Jimmy John’s, CKE (Carls Jr), and Hardee’s. Build and maintain detailed account‑level reporting and visuals, clearly explaining variances, deductions, outlet movement, and advances vs. reconciliations to improve understanding for Sales and leadership. Ensure contract compliance and accurate customer payments, administering customer and bottler agreements according to established terms and analyzing customer payment scorecards. Conduct regular contract reviews, partnering with Sales, FSMs, and CFS to determine the optimal financial approach while meeting contractual and audit requirements. Lead year‑over‑year spend and variance analysis, comparing current and prior‑year activity to identify trends, risks, and improvement opportunities; investigate discrepancies and clearly communicate key drivers to leadership. Provide financial insights and training to Sales and management, translating reimbursement results into clear guidance that supports effective decision‑making and business growth. Collaborate cross‑functionally across NAOU, working with Finance, Sales, CCBSS (Volume Team), and PLUS to support audit readiness and manage customer advances, reconciliations, and deductions.
Adoption/Classification I specialize in using data-driven strategies to enhance client engagement and retention, utilizing tools like Excel, Workday, Power BI, and Tableau to develop KPIs, track performance, and generate insights for re-engagement efforts. As the primary escalation point for client issues, I analyze data to identify trends, optimize processes, and ensure continuous service improvement. My focus on reporting and data analysis helps align business objectives with strategic initiatives, streamlining operations and improving financial reporting accuracy while maintaining compliance with SOX audit standards.
I managed a diverse client portfolio of 63 active clients, using data-driven insights to improve process efficiencies by 20% and supplier performance through KPI analysis and strategic planning. By leveraging project management tools and analytics, I identified improvement opportunities, increased supplier performance by 15%, and ensured 100% compliance through monthly SOX-compliant audits. I collaborated with over 30 vendors to streamline communications and managed the delivery of clear, accurate data, while also creating visual workflows that supported project execution, reducing project timelines by 10%. My expertise in data analysis and technical proficiency enhanced procurement strategies, improving decision-making processes and contributing to a 12% increase in overall operational efficiency.
• Led strategic sourcing initiatives, identifying and onboarding top-tier suppliers, resulting in cost savings of 15% while maintaining high-quality standards and fostering long-term vendor partnerships. • Managed complex contracts, ensuring favorable terms and conditions, legal compliance, and risk mitigation, resulting in streamlined procurement processes and improved supplier relationships. • Implemented a robust supplier performance evaluation system, driving supplier accountability and performance improvements, leading to a 20% reduction in delivery lead times and a 10% decrease in defects. • Developed and executed cost containment strategies, optimizing procurement spend and achieving a 12% reduction in overall purchasing costs through cost-benefit analysis and strategic vendor selection. • Collaborated with internal stakeholders such as finance, legal, and operations teams to align procurement strategies with organizational goals, ensuring seamless integration and delivery of procurement solutions.
Manage requisition activity through VMS tool Beeline Managing and coordinating client and supplier community interactions within assigned market area or skill set. Provide SOP training and updates to supplier community on a regular basis to ensure comprehension and compliance
Replying to tickets through Salesforce and inquiries/ including but not limited to general request inquiries, assignment updates/changes, invoicing questions/concerns, visa letter requests , reporting requests, conversion fee inquiries Handling furlough tracking and exception approval process Replying to email correspondence in a timely manner/ according to SLAs Communicating ongoing issues through appropriate escalation process Update requisition record as directed by Program Manager to include changes, cancellations and status changes
Conducted detailed market analyses to identify cost-saving opportunities, achieving a 10% reduction in procurement expenses. Monitored supplier performance, ensuring alignment with contractual obligations and organizational goals. Supported category management initiatives by compiling and presenting procurement metrics to senior stakeholders.