Summary
Overview
Work History
Education
Skills
Timeline
Generic

Gwen Gipe

Nipomo,CA

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

24
24
years of professional experience

Work History

Senior Financial Analyst

Safran Cabin
08.2023 - Current
  • Responsible for the financial analysis and the completion of daily, monthly, quarterly, and annual reports.
  • Monitor BPC Compliance report on a weekly basis and work with GL team to correct data as needed
  • Responsible for the financial analysis and the completion of daily, monthly, quarterly, and annual reports.
  • Reconcile ERP transactions to BPC reports to ensure consistency and reliability
  • Support Controller, by collecting, preparing, reviewing and publishing various monthly financial reports (income statements, forecasts, headcount, KPI, etc.) according to published schedules
  • Review monthly reports to help identify trends, variances, and track performance by comparing actual results to forecasts
  • Assist in identifying Financial Reporting process improvements and recommend actions to Controller
  • Maintain Financial Reporting process documentation
  • Assist with special projects, and development of various ad hoc financial analysis, as needed
  • Performs other duties as assigned by management


Credit Analyst - Remote

Sysco Inc
03.2023 - 08.2023
  • Responsible for timely collection of AR balances and identifying and resolving the root cause of delinquency issues.
  • Make decisions to hold or release customer orders that are systematically placed on credit hold.
  • Ensure accuracy of customer’s account data, billing address, credit limit and payment terms.
  • Build and leverage relationships with a variety of functional areas (Customer Service, Sales, Accounts Receivable, Merchandising Department, Operating Company Finance Department, and Profit Management) in order to address customer and/or process related issues.
  • Analyze account portfolio to identify and address risk and provide reporting and KPI Metrics to management.
  • Analyzed credit scores to determine borrowers' creditworthiness.
  • Analyzed accounts and communicate with Sales and Customers to ensure timely collection of customer payments.
  • Prepared reports relevant to Credit Department key metrics and perform systematic credit analysis of new and existing contract multi-unit accounts.
  • Coordinated with the outside collection and legal counsel pursuing delinquent accounts.
  • Assisted with preparing period-end bad debt (doubtful account) and monthly reporting.

Accounts Receivable Team Lead

Curation Foods
05.2019 - 03.2022
  • Improved cash flow by streamlining accounts receivable processes and implementing efficient collection strategies.
  • Reduced outstanding balances for faster revenue generation by diligently monitoring aged accounts and promptly resolving disputes.
  • Enhanced team productivity by developing and conducting comprehensive training programs on accounts receivable procedures.
  • Boosted customer satisfaction with timely resolution of billing issues, fostering positive relationships between the company and clients.

Produce Account Manager

Sysco Inc
11.2012 - 04.2019
  • Increased Operating Company satisfaction by building strong relationships and addressing their needs promptly.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Developed customized account plans for clients to help them achieve their business goals.
  • Collaborated with sales team, Operating Companies to identify potential upsell opportunities and expand client base.

Replenishment Analyst/Sales Assistance

Ocean Mist Farms
06.2006 - 01.2010
  • Optimized inventory levels by analyzing sales trends and forecasting demand.
  • Improved stock availability for high-demand items through effective collaboration with suppliers and buyers.
  • Enhanced order accuracy by closely monitoring purchase orders, shipment schedules, and delivery confirmations.
  • Expedited order processing times by streamlining communication channels between internal departments and external vendors.

Grower Accounting Specialist

Dole Fresh Vegetables
09.1999 - 06.2006
  • Investigated daily variances and corrected errors to resolve discrepancies within the grower accounting system.
  • Reconciled account information and reported figures in the general ledger by comparing them to bank account statements each month.
  • Input financial data and produced reports using AS400 mainframe.
  • Processed payments and documents such as invoices, journal vouchers, and statements.
  • Verified items billed against items ordered and reconciled differences through follow-up with the vendor.
  • Assisted Month-end processes.

Education

Bachelor of Arts - Business Administration

California State University - Fullerton
Fullerton, CA
08.2021

Accounting Certificate - Accounting

Allan Hancock College
Santa Maria, CA
08.2024

Skills

  • Reporting and Analytical Skills
  • KPI Monitoring and Management
  • Financial Statement Analysis
  • Power BI and Advanced Microsoft Skills
  • ERP Systems
  • Account Management
  • Reconciliation
  • Problem Solving
  • Sales and Merchandising
  • Procurement
  • Grower Accounting
  • Collections and Accounts Receivable
  • Credit Analysis

Timeline

Senior Financial Analyst

Safran Cabin
08.2023 - Current

Credit Analyst - Remote

Sysco Inc
03.2023 - 08.2023

Accounts Receivable Team Lead

Curation Foods
05.2019 - 03.2022

Produce Account Manager

Sysco Inc
11.2012 - 04.2019

Replenishment Analyst/Sales Assistance

Ocean Mist Farms
06.2006 - 01.2010

Grower Accounting Specialist

Dole Fresh Vegetables
09.1999 - 06.2006

Bachelor of Arts - Business Administration

California State University - Fullerton

Accounting Certificate - Accounting

Allan Hancock College
Gwen Gipe