Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Work Availability
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Open To Work

Candace Wolfe

Kernersville,NC

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Finance Assoc AnalystDistributor Volume Assoc. AnalystFinance Senior AssociateCustomer Maintenance & Trade Resolution TrainerAR Supervisor, Trade Resolution

Work Type

Full TimeContract Work

Location Preference

On-SiteRemoteHybrid
Location: Kernersville, NCWinston-Salem, NCGreensboro, NCLexington, NCCharleston, SC
Open to relocation: No

Salary Range

75000/yr - 200000/yr

Important To Me

Career advancementWork-life balanceCompany CultureWork from home optionPaid time offHealthcare benefitsPaid sick leave401k matchPersonal development programsFlexible work hours

Summary

Dynamic Finance Associate Analyst with 20 years of extensive corporate finance experience, specializing in qualitative and quantitative analysis, trade spending, and forecasting. Expertise in identifying potential risks and formulating effective mitigation strategies while enhancing controls to drive informed business decisions. Proven track record of delivering accurate insights and fostering collaboration across cross-functional teams to achieve organizational goals. Committed to leveraging analytical skills to contribute to financial success and operational efficiency.

Overview

18
18
years of professional experience

Work History

Finance Assoc Analyst

PepsiCo
Winston-Salem, North Carolina
10.2022 - 09.2025
  • Collaborated with cross-functional teams to ensure accurate financial reporting, on-time payments, & yearly reconciliation of >$160MM trade portfolio
  • Proved successful working within tight deadlines and fast-paced environment.
  • Managed execution and compliance of National Foodservice contractual funding components
  • Successful completion of annual audits, addressing auditor inquiries, and providing supporting documentation.
  • Ensured compliance requirements and customer commitments are adhered to in accordance with contractual obligations and with Sox Audit accounting policy guidelines
  • Skilled at working independently and collaboratively in team environment
  • Demonstrated high level of initiative and creativity while tackling difficult tasks
  • Completed paperwork, recognizing discrepancies and promptly addressing resolution
  • Self-motivated, with strong sense of personal responsibility.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Provided recommendations for process improvements and discontinuation of ineffective or outdated methods.
  • Entered financial data into company accounting system with stringent adherence to data security protocols
  • Supported month-end closing activities by preparing necessary documentation and reconciliations.
  • Developed comprehensive training materials for new analysts, improving onboarding efficiency.

Distributor Volume Assoc. Analyst

PepsiCo
Winston-Salem, North Carolina
08.2022 - 10.2022
  • Continuously evaluated and optimized processes related to distributor volume reporting, and error code resolution to enhance productivity and streamline operations.
  • Shadow collaboration among multi-disciplinary teams including finance, IT, and sales to maintain alignment and rigorous observance of deadlines for annual fountain pricing.
  • Provided personalized training and support for onboarding new hire during account transitions

Finance Senior Associate

PepsiCo
Winston-Salem, North Carolina
10.2013 - 08.2022
  • Drive organizational cash flow by resolving customer discrepancies related to trade spends and other deductions
  • Identified and collected over $1.5M in erroneous deduction repayments
  • Created yearly analytics reports for Sales Managers/Finance to determine trends in product purchasing, forecasting & budget planning
  • Managed $45 million annual customer spends, by tracking accrued forecast, liabilities, and customer histories
  • Facilitated weekly conference calls, with Customer & Finance Managers to monitor expenses with allotted budgets
  • Maintained balancing record with 100% rate of accuracy
  • Led cross-functional teams to streamline supply chain processes and enhance operational efficiency.
  • Collaborated with stakeholders to drive process improvements and reduce costs across operations.

Customer Maintenance & Trade Resolution Trainer

Pepsi Beverages Company
Winston-Salem, North Carolina
06.2010 - 10.2012
  • Managed development, implementation, and continuous improvement of training programs, including on-going learning opportunities
  • Coordinate and conduct small group and individual training sessions based on staff and organizational learning needs
  • Maintained team procedures & Microsoft Visio flowcharts, to ensure SOX compliance, for 170+ team specific processes
  • Implemented team-specific quality attributes & completed monthly observations for 30+ employees
  • Developed streamlined task system to provide more effective access request for peers, team, and management staff
  • Developed and managed training progress and time tracking for tenured and new-hire on-boarding

AR Supervisor, Trade Resolution

Pepsi Bottling Group
Winston-Salem, North Carolina
03.2010 - 06.2010
  • Enhanced staff development by, provided coaching, mentoring, and consultation
  • Proposed and published metrics incorporated into monthly financial and score-cards
  • Tracked and submitted employee time sheets to accounting department for payroll processing
  • Maintained attendance records, taking note of staff vacation time, sick days and personal days for 15+ employees

AR Specialist, Trade Resolution

Pepsi Bottling Group
Winston-Salem, North Carolina
06.2009 - 03.2010
  • Delivered solid above target service level agreement metrics for cases resolution & quality audit score of >90%
  • Performed account research, reconciliations and reporting on account issues, customer disputes and other account variances including short pays, over pays and miss-applied payments
  • Assisted in training of On-boarding, Tenured Employees, and Contacts on Customer Maintenance team

Customer Maintenance Coordinator

Pepsi Bottling Group
Winston-Salem, North Carolina
08.2008 - 06.2009
  • Actively suggested and coordinated implementation of operational improvements to enhance quality, improve production times, and reduce costs
  • Resource for Oracle and Customer Masterfile (CM) testing and implementation
  • Developed training materials & facilated onboarding and tenured team training, enhancing onboarding process and knowledge retention.
  • Partnered with Business Unit Advocates and Acquisition Manager to ensure successful integration of 5 newly acquired PBG locations
    Participated in team-building activities to enhance working relationships
  • Performed regular audits of processed applications to ensure accuracy and adherence to established policies and procedures.

Records Retention Agent

Pepsi Bottling Group
Winston-Salem, North Carolina
09.2007 - 08.2008
  • Processed document requests from Customers and Account Owners
  • Processed check remittance request from AR Agents
    Promptly responded to general inquiries from Customers via mail, e-mail, and fax
  • Cross-trained and provided back-up for other customer service representatives when needed
  • Strictly adhered to confidentiality dictations to safeguard information
  • Performed various administrative functions, including sorting & delivering incoming mail, generating customer charge-back support
  • Added documents to file records and created new records to support offsite storage needs
    Demonstrated respect, friendliness, and willingness to help wherever needed

Education

Associate of Applied Science - Accounting And Finance

Forsyth Technical Community College
Winston-Salem, NC
08-2027

Skills

  • FP&A and Budget Management
  • Advanced Microsoft Excel
  • Portfolio & Internal control management
  • Financial Reporting
  • Cross-functional collaboration
  • Power BI reporting
  • Accrual & incentive-based trade spends
  • Variance analysis
  • ERP systems (SAP S/4HANA, ECC, & Oracle)
  • KPI Tracking

Timeline

Finance Assoc Analyst

PepsiCo
10.2022 - 09.2025

Distributor Volume Assoc. Analyst

PepsiCo
08.2022 - 10.2022

Finance Senior Associate

PepsiCo
10.2013 - 08.2022

Customer Maintenance & Trade Resolution Trainer

Pepsi Beverages Company
06.2010 - 10.2012

AR Supervisor, Trade Resolution

Pepsi Bottling Group
03.2010 - 06.2010

AR Specialist, Trade Resolution

Pepsi Bottling Group
06.2009 - 03.2010

Customer Maintenance Coordinator

Pepsi Bottling Group
08.2008 - 06.2009

Records Retention Agent

Pepsi Bottling Group
09.2007 - 08.2008

Associate of Applied Science - Accounting And Finance

Forsyth Technical Community College

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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