Summary
Overview
Work History
Education
Skills
Software
Timeline
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Keystone Marcy

Fair Oaks Ranch,TX

Summary

Reliable Operations Manager with over 4 years of experience in bookkeeping, payroll and financial management. Motivational and inspiring team leader with expertise in scheduling, customer relationship management and inventory control. Resourceful and methodical self-starter. Versatile and innovative management professional skilled at seeing "big picture" while still also focusing on details. Expertise in business development and streamlining processes and systems.

Overview

4
4
years of professional experience
3
3
years of post-secondary education

Work History

P&L Accounting Analyst

HEB Distribution Center
San Antonio, TX
11.2020 - 01.2022
  • Responsible for monitoring Profit and Loss statements for all of HEB’s Warehouses and Transportation Fleet, across HEB’s W&T Division.
  • Educated Upper Accounting, Warehouse, and Transportation Management on Cost Integrity, Opportunities, and Financials; related to Sales, Units, Revenue, and Expenses for the Division. Generate Cost and Sales Projections for Warehouse Leadership across W&T, in tangent with our Planning and Analysis Department.
  • Responsible for making sure all major expenses and variances are investigated and can be explained before completing the final entry to close out HEB’s W&T Division’s P&L Financials, each period.

Flow of Goods Team Leader

HEB Distribution Center
San Antonio, TX
02.2019 - 11.2020
  • Was responsible for maintaining upwards of $1.5 million worth of product in inventory.
  • Worked with accounting, procurement, R&D, quality assurance, and operations to ensure accuracy of financial statements and inventory levels for H-E-B’s Dairy Manufacturing plant.
  • Analyzed shrink, tonnage, prices, shortages and overages to identify cost variances within each department in order to develop shrink reduction projects and shrink forecasting models.
  • Managed cost controls to ensure FIFO was executed correctly, which lead to a 92% reduction in Inventory Loss from prior to current year (FY20). Ensured cost buckets were correct and were an accurate representation of each department’s financials.
  • Worked with Upper & Lower-level Leadership to identify process gaps. Lead projects to mitigate risks and improve business opportunities.
  • Worked with Upper Management and Third-Party Vendors to help program and implement a new ERP system for HEB’s Manufacturing division.

Security Reference Associate

AllianceBernstein
San Antonio, TX
09.2018 - 02.2019
  • Responsible for maintaining Security Data such as Fixed Income, Equities and Derivatives. These are time sensitive and are held in multiple internal downstream Accounting and Trading software applications.
  • I was tasked with ensuring that the Data is generated in a timely manner, updated accurately, and distributed throughout all Internal Software Databases.
  • Major discrepancies that I find, I report them directly to the Associate Officer and/or the Vice President of Operations.

Proxy and Class Action Associate

AllianceBernstein
San Antonio, TX
07.2018 - 02.2019
  • Responsible for reviewing and filing Class Actions on behalf of all eligible USA based Clients through Alliance Bernstein's Vendors.
  • I ensured that the Proxy Voting Accounts are set up correctly, and review and process Reconciliation and Discrepancy Reports weekly. Assisted with any escalated inquiries received by Proxy Administrators, Private Clients, and Class Actions.

Education

Bachelor of Science - Finance

University of Evansville
Evansville, IN
08.2015 - 05.2018

No Degree - Economics

Blinn College
Brenham, TX
08.2014 - 05.2015

Skills

    Budget Management

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Software

Microsoft Suite

Excel VBA & Power Query

Microstrategy (BI)

Dynamics 365

NetSuite (Essbase Integration)

Salesforce

SQL

Timeline

P&L Accounting Analyst

HEB Distribution Center
11.2020 - 01.2022

Flow of Goods Team Leader

HEB Distribution Center
02.2019 - 11.2020

Security Reference Associate

AllianceBernstein
09.2018 - 02.2019

Proxy and Class Action Associate

AllianceBernstein
07.2018 - 02.2019

Bachelor of Science - Finance

University of Evansville
08.2015 - 05.2018

No Degree - Economics

Blinn College
08.2014 - 05.2015

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Keystone Marcy