Savannah, Georgia, United States
Born and raised in Michigan, I served four years in the Navy before enrolling at the University of Tennessee to get my degree in Finance & Accounting. Go Vols!!! I then went full circle and returned to Detroit where I furthered my education by completing my MBA at Wayne State. My personal interests include fishing, fitness, being a die hard UT, Lions, Pistons fan, and serving my Lord Jesus within my family and community. I’m now currently working as a Senior Financial Analyst at Gulfstream in Savannah, Georgia.
• Provide assistance to operational departments in budget preparation. • Develop staffing and other revenue/margin/expense plans as required in coordination with operational management. • Prepare reports related to operational or strategic initiatives, analyzing significant variances from planned or forecasted results, and provide interpretative comments and recommendations to management. • Prepare accurate and timely analysis and report actual financial performance versus budgets and forecasts. • Provide analysis on risks and opportunities and supports analysis on corrective actions. • Perform analysis as required to ensure accuracy of financial statements. • Perform in-depth analysis as required, both for operational and strategic initiatives. • Continually evaluate financial process to identify and implement continuous process improvements, both in support of operations and with financial processes. • Capture and report savings as appropriate.
• Prepare, review, and distribute monthly financial reports to cost/profit centers. • Perform allocations from the sales unit to the production unit. • Perform and journalize month end close processes and reconciliations. • Prepare and present month end results to upper management and President. • Develop quarterly forecasts for the production unit. • Prepare annual budget for the production unit. • Develop annual burden rates for work centers. • Perform Cost Roll updates for BOM/Router changes via Engineering. • Analyze perpetual to general ledger for all inventory accounts. • Conduct annual physical inventories and review cycle count process. • Review and present margin analysis on manufactured products monthly.
• Identify financial status by comparing and analyzing actual results with plans and forecasts. • Monitor variances; identifying trends; recommending actions to management. • Conduct physical inventory counts and cycle counts. • Investigate cycle counting variances and resolve issues. • Update standard costs in the bill of materials. • Review standard and actual costs for inaccuracies. • Validate the cost of goods sold as part of the month-end close. • Perform Cost Rolls and Analysis. • Generate Financial Forecast. • Participate in the Month End Close Process. • Generate Financial Reports monthly and discuss with management.
• Forecast monthly sales based on demand and finished good pricing. • Track and update pricing based on design change implementation and surcharge adjustments. • Generate bill of materials (BOM) for new part costing and track price fluctuations. • Update scheduling agreements. • Generate vendor payments/deductions due to surcharge adjustments. • Assist in Investigating and resolving invoice discrepancies and accounts payable issues with suppliers; validate quantities and item pricing with purchasing department. • Compile and prepare the monthly financial statements. • Prepare monthly KPIs (Sales, Unit Sales, Profit/Loss, A/R, and Personnel Cost). • Prepare month-end/year end closing journal entries such as property tax, prepaid insurance, and surcharge calculations. • Generate weekly/monthly sales, unit sales, freight, and inventory reports. • Compile budgetary data via cost center reports to assist management with the development of business planning.
• Responsible for the management of order settlement processes, including past due invoice collection, deduction resolution, credit application, promotion payment processing, sales adjustments, and customer service issues for 250+ accounts. • Work with vendors to collect payments on past due invoices. • Create and Implement Lean Ideas for my position. • Collaborate with multiple business areas such as Sales, Transportation, and IT to resolve customer issues. • Answer complex accounting (Accounts Payable and Accounts Receivable) questions and troubleshoot technical issues in a corporate financial environment. • Support SAP accounting portal. • Participated in weekly meetings, providing customer statistics and updated performance initiatives.