Enthusiastic Accounts Receivable Trade analyst eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of deduction management and contract creation. Motivated to learn, grow and excel in any accounting industry.
Overview
26
26
years of professional experience
Work History
Trade Analyst
Blacksmith Applications, Inc.
Pittsburgh, PA
07.2016 - 10.2019
Recorded data in Microsoft excel, streamlining analysis procedures for efficiency and accuracy
Performed audits and analysis of complex foodservice distributor and operator claims
Completed Data entry for processing of 50 plus claims daily
Ensured claims were processed timely and in accordance with client's agreement
Assisted in training of personnel on complex/technical tasks
Proactively recognized customer traits and practices
Established and fostered effective relationships with clients
Customer Accounting Analyst
The Kraft Heinz Company
Pittsburgh, PA
09.2010 - 07.2016
Audited Foodservice payment deviations to confirm deductions are compliant with Heinz policies and forwarded to business process owner for resolution
Kept portfolio identified and processed within 30 days
Collected money from customers on deductions identified as invalid
Self-monitored daily aged trial balance as it related to individual and departmental goals
Worked closely with Sales and Market Spending teams to ensure proper funding vehicles are utilized to close deductions in timely fashion
Interacted with Cash Application, Finance, Accounts Payable, Credit, Supply Chains, Disallowed Claims Group, Traffic, Affiliates, Sales and Marketing
Assisted in planning, development and implementation of Customer Accounting policies and procedures
Assisted Supervisor with all Customer Accounting monthly reporting needs
Provided training and guidance to Sales, new hires and internal personnel on deduction management and disallowed management
Completed monthly journals and miscellaneous check deposits
Bi-yearly meeting with auditors to monitor Sarbanes-Oxley policies
Performed Account reconciliations and adjustments
Participated in Six Sigma green belt training
Assisted in SAP training and development
Supply Chain Deduction Analyst
The Kraft Heinz Company
Pittsburgh, PA
10.2006 - 09.2010
Exceeded departmental goals by lowering supply chain related deduction balance from $28MM to $1MM
Researched all Supply Chain deductions originating from Heinz warehouses that involved issues with total receipt of product ordered by customer
Communicated with customers and warehouses to determine if deductions are valid and inventory adjustments are needed while focusing on trends to minimize prolonged issues
Identified customer deduction patterns and practices and worked with sales to eliminate future deductions
Cultivate mutually beneficial relationships with Heinz Carriers to accrue proper paperwork to confirm shipment totals and resolve disputes
Filed claims with carriers and insurance companies to collect on invalid deductions due to carrier issues
Performed account reconciliations of Accounts Receivable clearing account
Completed manual journal entries and system adjustments
Unearned Cash Discount Collections Analyst
The Kraft Heinz Company
PIttsburgh, PA
12.2003 - 10.2006
Collected repayment of unauthorized cash discount deductions
Actively worked with customers, brokers and sales team to seek repayment and identify issues
Prepared detailed analysis of customer's activity for management and sales team
Completed monthly reporting to management, brokers and sales team
Assisted in development of policies and procedures to help maintain departmental and company goals
Senior Cash Applications Coordinator
The Kraft Heinz Company
PIttsburgh, PA
02.1999 - 09.2003
Analyzed, coded and applied cash to customer's account within two business days or less
Contacted customers to resolve unidentified cash within 30 days or less
Received and processed wire transfers
Assisted with implementation of cash pre-processor
Developed, tested and trained associates on cash procedures during system transition
Reconciled daily and monthly Accounts Receivable accounts
Prepared and posted manual journal entries and adjustments
Prepared attendance records for payroll
National Accounts Coordinator, Foodservice
Del Monte Foods
Pittsburgh, PA
07.2020 - 04.2025
Education
No Degree - Accounting, Business Administration, Marketing
Community College of Allegheny County
Skills
Data entry
Deduction Management
Cash Applications
Collections
Strong communication Skills
Effective time management
Self-directed professional
Account Reconciliations
Payment processing
Staff education and training
MS Office proficiency
Customer Service
Process improvement
Knowledge of Lean Six Sigma processes
SAP understanding
Timeline
National Accounts Coordinator, Foodservice
Del Monte Foods
07.2020 - 04.2025
Trade Analyst
Blacksmith Applications, Inc.
07.2016 - 10.2019
Customer Accounting Analyst
The Kraft Heinz Company
09.2010 - 07.2016
Supply Chain Deduction Analyst
The Kraft Heinz Company
10.2006 - 09.2010
Unearned Cash Discount Collections Analyst
The Kraft Heinz Company
12.2003 - 10.2006
Senior Cash Applications Coordinator
The Kraft Heinz Company
02.1999 - 09.2003
No Degree - Accounting, Business Administration, Marketing