Allison Fredricks
Fort Mill,SC
Summary
Analytical and resourceful Financial Specialist with expertise in helping clients identify and achieve financial goals. Supports financial management of customer work requests and reviews reports for accuracy. Leverages budget tools to collect financial data, manage funds, calculate profitability and track required metrics to perform accurate forecasting and modeling.
Overview
17
17
years of professional experience
Work History
Senior Financial Specialist
3D Systems
Rock Hill, SC
03.2021 - Current
- Provided weekly revenue analysis and monthly forecasting support to BU SVP and regional directors.
- Created the department's annual budget and a comprehensive five-year strategic plan.
- Achieved a significant decrease in reporting turnaround time by 50% through the use of automated financial reporting processes.
- Effectively controlled expenditures for R&D operations and upcoming initiatives
- Generated monthly P&L reports and performed variance analysis comparing actuals to budget.
- Conducted analysis on parts cost trends and the effect of FX rate fluctuations.
- Developed ad-hoc analyses and financial models to support strategic initiatives with data-driven recommendations.
- Developed cost savings initiatives by analyzing current spending patterns.
- Leveraged financial records and reports to develop comparisons of prior year expenditures with current year budget execution plans.
- Developed and implemented processes to increase accuracy and efficiency of analysis.
Controller
RocketFuel Brands
Charlotte, NC
01.2019 - 03.2021
- Maintained accurate financial documentation, records, and general ledgers alongside budget preparation
- Ensured accuracy of financial records by conducting monthly reconciliations for multiple account balances, such as cash holdings, asset values, project accounts receivable figures, and prepaid tax obligations.
- Reconciled asset and liability accounts to ensure accuracy and create audit trails
- Implemented strong strategic planning skills to effectively manage multiple projects and tasks, resulting in increased efficiency and superior results.
- Identified key drivers of profitability and provided strategic recommendations to leadership to drive financial goals.
- Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
- Performed detailed variance analyses between actual results versus budget and forecast estimates.
- Analyzed financial data and generated accurate financial statements on a monthly basis.
- Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Senior Business Operating Analyst
Novolex
Charlotte, NC
01.2018 - 01.2019
- Reviewed financial operations to monitor trends including fixed and variable costs, revenues, and financial ratios
- Managed, researched, developed, and executed improvement processes for accounting/finance operations to optimize financial and operational systems; examined and addressed weaknesses in internal controls
- Performed detailed analysis on price volume mix effect on business unit results
- Streamlined sales flash reporting for five separate business units creating an overall time savings of 25%
- Analyzed foreign currency transactions, freight/transportation costs and the overall impact on financial results
- Created and managed financial dashboards for senior leaders
- Closely tracked cost of goods sold, production and raw material costs on a monthly basis
Senior Financial Analyst
Consultant
Charlotte, NC
01.2014 - 01.2018
- Led a team of financial analysts to identify, analyze, and exploit tactical commercial business opportunities and intervene on fundamental issues to promote profit growth
- Served as a pivotal resource to the organization and financial department, maintaining accountability for the development of detailed forecast models against budgets based on key indicators to increase accuracy of short and long-term earnings
- Created effective, accurate forecasting model that evaluated actuals versus monthly budget forecast
- Piloted special projects that drastically improved process efficiency and performance.
Senior Business Planning Analyst
Daimler Trucks
Fort Mill, SC
01.2008 - 01.2014
- Recorded, verified, consolidated, and monitored financial transactions, providing oversight of daily operations while administering a $100M budget
- Organized accounting functions in accordance with standard accounting practices and led communications with business leaders to support strategic decision-making
- Managed income statement and balance sheet reporting; budget and cost controls; year-end audits; and capital expenditures forecasting for multiple business operations
- Evaluated processes and procedures, established structures and systems, and aligned company vision with financial objectives
- Introduced a new financial reporting process that minimized forecast and budget preparation time by 50%
- Partnered with department management and corporate staff to establish a seven-year business plan.
Education
Bachelor of Arts - History -
Montclair State University
Montclair, NJSkills
- Strategic Planning & Analysis
- Profit Growth & Expense Reductions
- Due Diligence / Ad-Hoc Analysis
- Team Leadership & Training
- Continuous Process Improvements
- Financial Reporting / Documentation
- Budgeting / Forecasting
- Historical Trend Analysis
- Variance Analysis
- Financial Modeling
- Cost-benefit analysis
- Advanced Excel User
References
References available upon request.
Timeline
Senior Financial Specialist
3D Systems
03.2021 - Current
Controller
RocketFuel Brands
01.2019 - 03.2021
Senior Business Operating Analyst
Novolex
01.2018 - 01.2019
Senior Financial Analyst
Consultant
01.2014 - 01.2018
Senior Business Planning Analyst
Daimler Trucks
01.2008 - 01.2014
Bachelor of Arts - History -
Montclair State University