Conduct thorough reviews of monthly financial data to ensure accuracy in budgeting and forecasting.
Assist in monthly closing support and reporting for Massena West Smelter.
Manage a multi-million dollar monthly expense budget for 10+ smelting departments.
Assist in annual financial planning process for Smelting operations.
Track key performance indicators (KPIs) and variance analysis (actual vs. budget).
Identify discrepancies in financial data and use corrective actions to resolve them.
Analyze trends in financial performance to identify areas for improvement.
Provide detailed financial insights and data analysis to help the Financial Controller make informed strategic decisions.
Assist Financial Controller to ensure accurate financial reporting and identify areas for cost control or improvement.
Organize and monitor daily, weekly, and monthly raw material tracking reports.
Process accurate raw material consumption in Oracle.
Complete monthly & quarterly cycle counts to identify any discrepancies between actual and recorded inventory levels.
Reconcile inventory count results to maintain accurate inventory balances and values.
Investigate root causes of discrepancies between actual vs projected inventory levels.
Complete full annual physical inventories and communicate results to inventory managers and Controller for review and reporting.
Participate in monthly meetings with department managers to review both actual expense versus forecasted expense and take any corrective action.
Collaborate with department managers to ensure accurate budgeting and forecasting processes were followed.
Coordinate with raw material suppliers regarding delivery schedules and tonnage ordered.
Review raw material requisitions to ensure accuracy and take any corrective action.
Senior Account Manager
St. Hilaire Insurance Services
Massena, NY
09.2021 - 07.2022
Research and secure new accounts within assigned territory to increase sales and profitability.
Act as a daily liaison between insurance company, claims adjusters and clients.
Coordinate with company underwriters to maximize benefit-cost ratio.
Review sales reports in order to make informed decisions for the company's future.
Coordinate team work schedules to prioritize production and agency profitability.
Establish and enforce sales goals to boost team morale.
Account Manager
State Farm Insurance
Massena, NY
11.2018 - 08.2021
Design and execute effective marketing strategies to sell new insurance contracts.
Contact potential clients and create rapport by networking, cold calling and using referrals.
Review the needs of business or individual customers and implement suitable protection plans.
Collect information from clients on their risk profiles in order to offer them the proper solution.
Personal Lines Account Manager
Farmer’s Insurance
Massena, NY
06.2015 - 07.2018
Develop insurance coverage policies to meet personal needs.
Establish new clients and reunite with previous ones.
Manage and monitor the daily operations of a business which includes all forms of communication, handle the day to day cash flow, generate sales spreadsheets and profitability charts.
Financial Professional
High Peaks Financial Group
Lake Placid, NY
01.2014 - 05.2014
Specialized in selling life insurance and annuities.
Knowledge of financial planning, investment management and estate planning.
New Market Agent
State Farm Insurance
Malta, NY
04.2013 - 12.2013
Senior Commercial Lines Account Manager
Northern Insuring Agency, Inc
Massena, NY
11.2000 - 04.2013
Identified company needs to provide appropriate insurance coverage.
Performed review, audit and oversight of insurance claims.
Worked with management, claims adjusters and attorneys to determine strategies to meet client needs.
Conducted insurance risk analysis, insurance contract reviews, claims auditing and risk management strategies to benefit the company.
Education
Associate of Applied Science - Business Administration
State University of New York at Canton
2000
Skills
Financial Accounting
Proactive worker
Strong Analytical skills
Detail Minded
Adaptability
Time Management
Technical Skills
Oracle Applications (Discoverer)
Orbit Analytics
Connected Planning
Microsoft Applications, including Excel and XLEdge
Timeline
Financial Accountant - Smelting Analyst
ALCOA
07.2022 - Current
Senior Account Manager
St. Hilaire Insurance Services
09.2021 - 07.2022
Account Manager
State Farm Insurance
11.2018 - 08.2021
Personal Lines Account Manager
Farmer’s Insurance
06.2015 - 07.2018
Financial Professional
High Peaks Financial Group
01.2014 - 05.2014
New Market Agent
State Farm Insurance
04.2013 - 12.2013
Senior Commercial Lines Account Manager
Northern Insuring Agency, Inc
11.2000 - 04.2013
Associate of Applied Science - Business Administration