Judith Palmer
Schererville,IN
Summary
Finance and Accounting professional with an MBA degree. Experienced in managing all Accounts Payable Department functions, and Cost Analysis driving process improvement. Proficient in applying GAAP to ensure accurate statements and tax reporting. Exhibit strong leadership skills combined with an impeccable ability to take on responsibility, manage priorities, and delegate tasks. Proactive manager who motivates the staff to take the initiative to resolve issues before they become problems. Team player with great communication and collaboration skills. Organized, detail-oriented, and effective in fast-paced work environments.
Overview
20
20
years of professional experience
Work History
Tax Preparer-Freelance
02.2021 - Current
- Freelance tax preparer, who helps individual and small businesses prepare and file their tax returns accurately and in compliance with relevant laws and regulations.
Senior Financial Analyst for Jefferson & Wells (Remote)
02.2022 - 06.2023
- Purchase to Pay for client CNH Industrial America LLC
- Managed team of 5 in providing support on Accounts Payable backlog issue
- Identified process Improvements and new ways of working to maintain queues and tickets
- Posted payments in SAP and responded to invoices and supplier portal tickets dated 2021 and prior
- Addressed backlogged WF 40’s receiver’s message responses by posting payments when possible or identifying issues
- Provided supplier customer service addressing outstanding critical supplier tickets
- Posted current payments or pushed WF10’s queues to receivers for follow-up in various plants
- Accomplished a 60% reduction of Invoices dated 2021 and prior.
Senior Cost Analyst at Provisur (Remote)
07.2019 - 05.2020
- Planned, organized and controlled the accounting functions for various locations within the organization (domestic and international) using Peachtree
- Responsible for product costing, efficiency analysis and developing and implementing procedures for collecting production and cost information
- Performed day-to-day accounting operations responsibilities including month end close, general ledger maintenance, balance sheet, journal entries and cost accruals
- Reported operational results and financial analysis for location assigned
- Owned standard cost calculations, while working with plant personnel to ensure bill of material maintenance
- Identified, researched and resolved issues during the month end close
- Examined general journal entries and general ledger account reconciliations, ensure reconciliations to support monthly and quarter close process as well as reporting and analytics
- Prepared asset, liability, and capital account entries by compiling and analyzing account information
- Maintained and reconciling fixed assets schedule
- Standardized and maintain a system of accounting records and techniques
- Summarized and prepared financial status and transactions reports, including a profit and loss statement, and variance analyses
- Prepared cost/projection analysis of new business opportunities
- Conducted internal audits to assess financial status
- Supported forecasting and annual budget process as well as the annual audit.
Accounts Payable (AP) Lead at BAI
01.2008 - 08.2018
- Performed a broad range of accounting tasks and processes related to accounts payable transactions
- Processed 3-way match invoices to receipt and purchase order for entry into Microsoft Dynamics 365
- Maintained information necessary for 1099 compliance
- Prepared month-end inventory report and lead year end physical audit
- Worked with auditors regarding all AP policies, procedures, and questions
- Developed and enforced policies and SOPs and trained AP staff
- Improved cost-effectiveness and reporting efficiency by developing and implementing automation services and eliminating manual processes.
Cost Analyst/Accounts Payable at Kellogg’s – Snack Division
10.2004 - 12.2007
- Performed variance analysis between actual and standard costs in SAP, and provided quantitative results to senior management that helped them make rational decisions
- Reviewed, verified, and coded invoices while maintaining the account ledger and recording all financial transactions timely and accurately.
Education
Master of Business Administration (MBA) -
The University of Phoenix
Phoenix, AZ10.2016
Bachelor of Science (BS) in Business - undefined
The University of Phoenix
Phoenix, AZ02.2015
Skills
- Finance and accounting
- Business systems analysis
- Accounts payable
- Account reconciliations
- Inventory control
- Sales Used Tax
- Cost analysis
- Inventory and cost accounting
- Process automation
- Regulatory reporting
- Tax compliance
- Budgeting
- Business process improvement
- Gap analysis
- Policies and procedures
- SOP development/implementation
- Project management
- System controls and protocols
- Information technology
- Training and development
- Customer service
- Cross-functional communication
- Problem solving
- Emotional intelligence
- Proficient in MS Office Suite Excel (Vlookups, Pivot tables, Sum Functions)
- SAP
- Microsoft Dynamics 365
- Peachtree
- Other ERP systems experienced
- Bookkeeping
- Tax Return Preparation
- Data Gathering
Contacts
773-367-1978, judithpalmer954@gmail.com
References
Available upon request
Timeline
Senior Financial Analyst for Jefferson & Wells (Remote)
02.2022 - 06.2023
Tax Preparer-Freelance
02.2021 - Current
Senior Cost Analyst at Provisur (Remote)
07.2019 - 05.2020
Accounts Payable (AP) Lead at BAI
01.2008 - 08.2018
Cost Analyst/Accounts Payable at Kellogg’s – Snack Division
10.2004 - 12.2007
Master of Business Administration (MBA) -
The University of Phoenix
Bachelor of Science (BS) in Business - undefined
The University of Phoenix