Organized and dependable Lead Field Financial Analyst, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Lead Analyst, Field Finance
CJ Logistics America, LLC
Arlington, TX
05.2019 - Current
Lead team of 7 Field Financial Analysts that play critical role in organization's daily operations.
Provide team with consultation, expertise, training, support, and coverage.
Continuously monitor and complete comprehensive monthly analysis of P&L's for 7 sites.
Provide financial insights to field operations team for increased profitability.
Work directly with supply chain leaders to ensure expenses are captured within correct month.
Prepare and submit month-end accruals within 2 day close window.
Review revenue and track accessorial costs for customer invoicing.
Provide detailed customer specific estimates.
Produce accurate monthly financial reporting with variance notes for leadership.
Monitor assets, leased equipment, and CRF requests.
Constantly improving best practices, internal processes, and reporting for finance and AP team.
Fully manage and support 2 AP Specialists.
Track invoice volume and time data for each AP Specialist.
Developed collaborative tools & templates for analysts and AP Specialists.
Review and provide salary allocations network wide.
Review and edit budgets annually.
Analyst, Field Finance
CJ Logistics America, LLC
Arlington, TX
05.2014 - 05.2019
Worked closely with Corporate Accounting Manager and Field Finance Managers to develop & design field finance report packs.
Integral part of building Field Financial Analyst team processes and best practices.
Performed full analyst responsibilities for 9 sites.
Generated financial reporting and customer specific estimates.
Traveled to assist with onsite startups and shutdowns to meet strict deadlines.
Performed monthly petty cash audits for 9 sites.
Processed expense reports for Regional Vice President and maintenance staff.
Provided space allocations and headcounts to corporate to ensure pooled cost centers are booked accurately.
Accounts Payable Specialist
DSC Logistics
Roanoke, TX
08.2007 - 05.2014
Worked directly with Operations to validate expenses.
Reviewed and verified invoices and payable documents for various sites.
Processed 250+ weekly invoices through JDE.
Worked directly with Corporate Accounting Manager to improve and streamline AP processes.
Reviewed statements for missing or unpaid invoices.
Responsible for keeping payable accounts up to date.
Compared pricing between vendors and made changes as necessary.
Audited and verified information on all reimbursement requests.
Met critical deadlines for payable items each month.
Created accurate accruals for accounting team.
Education
Some College (Towards Degree) - Business Administration And Management
University of Mary Hardin-Baylor
Belton, TX
High School Diploma -
Coppell High School
Coppell, TX
05.2001
Skills
Financial Reporting
Data Analysis
Financial Accounting
Leadership Skills
Critical thinking
Problem solving
Effective Communication
Interpersonal Skills
Microsoft Office
Insight
Timeline
Lead Analyst, Field Finance
CJ Logistics America, LLC
05.2019 - Current
Analyst, Field Finance
CJ Logistics America, LLC
05.2014 - 05.2019
Accounts Payable Specialist
DSC Logistics
08.2007 - 05.2014
Some College (Towards Degree) - Business Administration And Management