Joe Levine

• Performed financial and budget analyses to determine budget requirements, improve internal controls and justify requested funding from 34 departments while supporting business partners with a $65M annual budget.
• Analyzed monthly, quarterly and annual patterns to assist budget owners with forecast business needs.
• Worked with HR business partners and recruiting teams to manage headcount.
• Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.
• Led meetings with directors to analyze spending and provide financial recommendations.
• Reviewed monthly, quarterly and annual budget performance reports, ensuring all departments operated within allocated budgets and investigated and reported excessive variance.
• Handled internal and external inquiries and complaints submitted by department heads, providing outstanding customer service when resolving issues.

• Designed plans to improve operations and suggested changes to processes for overall organization.
• Generated reports of findings to help management with making key decisions.
• Generated CRM reports to maintain client records, including customer activity and personal data.
• Developed and updated tracking spreadsheets using Salesforce.
• Evaluated performance and policies against metrics.
• Collected, arranged and input information into database system.
• Used Salesforce CRM/ERP to model data and forecast trends.

During the period of 2013-2017 I was pursuing my B.S. in Economics and worked as a self employed bookkeeper, contracting my services out to various local small business to help pay for school and living expenses.

• Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
• Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
• Established QuickBooks accounting system to reflect accurate financial records.
• Proactively identified all accounting errors by developing cross-referencing databases.
• Verified postings to ledgers to confirm accurate entry and account balances.
• Reviewed and processed employee expense reports and vendor invoices for payment.
• Analyzed figures, postings and documents to maintain accounting program accuracy.

• Analyzed prior delivery processes and uncovered more efficient method.
• Designed tasking objective frameworks, aligning available talent with required responsibilities to maximize throughput and performance metrics.
• Coordinated resolution of issues with supply chain participants, including warehouses, sales brokers and carriers.
• Handled high-volume paperwork and collaborated with AR department to resolve invoicing and shipping problems.
• Managed system support functions to set priorities and service levels expectations.
• Monitored and reported on transportation costs and properly filed shipping documents.
• Maintained damaged goods records, backorder logs, and any applicable regulatory reporting.
• Verified accurate account invoicing through collaboration with accounting department.