Jeremy Silva
Bartlesville,OK
Summary
A result-driven Accounting Analyst with a strong background in customer service, financial planning, forecasting, budgeting, and creating financial statements as well as sales. Agile with excellent communication and analytical skills and an in-depth understanding of financial products and services. Working knowledge of SAP and accounting principles.
Overview
28
28
years of professional experience
Work History
Fee Ops/Consignments & Marketing Financial Services Analyst
Phillips 66 Company
09.2017 - Current
- Utilized SAP accounting software for invoicing, budgeting & reporting to manage accounting & process 300-400 invoices monthly for 500 marketing consignment sites
- Resolved account/inventory imbalances promptly using SAP accounting software, showcasing strong analytical acumen, keen attention to detail & effective problem-solving skills
- Drove an exceptional 80% surge in operational productivity by implementing a cutting-edge Power BI tool seamlessly integrated with SAP’s advanced analytical capabilities, encompassing data connectors & interactive dashboards.
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
Invoice Resolution Analyst
Phillips 66 Company
12.2016 - 08.2017
- Analyzed & presented weekly metric data during the Weekly Metrics meeting using Power BI, leading to the identification of cost-saving opportunities
- Enhanced billing efficiency by 20% & resolved 90% of payment discrepancies by researching billing issues using SAP FI/CO to streamline payment processes
- Improved company’s cash flow by 20% through the issuance of Debit/Credit memos using SAP software
- Mentored team members on resolving billing issues & conducted training sessions, while taking the lead on initiatives to resolve billing discrepancies using the internal ticketing system & Excel for tracking.
- Managed a high volume of cases simultaneously while maintaining exceptional attention to detail and adherence to established timelines for resolution.
Analyst, Pipelines and Terminals Analyst
Phillips 66 Company
02.2011 - 11.2016
- Handling invoicing for the clients & associated terminals exceeding $1.5M using various modules of SAP accounting software
- Demonstrated meticulous attention to detail & critical thinking skills in managing the invoicing of clients & associated terminals using SAP’s Finance & Invoicing modules, resulting in a 20% increase in invoicing accuracy
- Achieved $100k in cost savings & increased efficiency by 30% through the management of SAP Software & account administration.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Identified trends and patterns in large datasets, leading to actionable insights for business growth.
Inventory and Exchange Team Leader
Phillips 66 Company
09.2010 - 01.2011
- Team Lead over Central Division Clean Products
- Help Associates and Analyst when needed
- Completed recons for central division.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Supervised team members to confirm compliance with set procedures and quality requirements.
Commercial Actualization Process Analyst
Phillips 66 Company
05.2007 - 08.2010
- Timely and accurate billing issue resolution
- Independent interactions with Commercial trading, scheduling, and other departments within Phillips 66
- Support back office needs of the Commercial Products Accounting business
- Proactively identify processes needing improvement and implement resolution
- Worked on varied and complex processes
- Coordinated actualization testing for CMSII, COP/P66, and T4 pipeline schedule automation for the CMSII Project
- Ensured actualization within two days for automated move tickets that did not auto-match
- Managed and maintained daily, monthly, and yearly metrics for the Bartlesville Commercial Billing Group.
- Conducted regular audits of internal processes, ensuring compliance with industry regulations and company policies.
Stores Accounting Associate
Phillips 66 Company
10.2004 - 04.2007
- Maintained and accounted for ninety retail store sites Lottery, Money Orders, Credit Cards, and Cash
- Called on and audited each retail site for negative inventory and corrected as needed
- Cleared fuel negative inventory issues by working with retail site personnel weekly until issues were resolved.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Retail Store Manager & District Coordinator
Phillips 66 Company
06.2002 - 09.2004
- Order stock and account for inventory weekly
- Responsible for station's daily appearance
- Set work schedules and gave evaluations to employees
- Gave safety training to Managers as District Coordinator
- Worked on broken fuel dispensers at all sites within the District
- Set and maintained store inventory level on goods.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Managed store organization, maintenance, and purchasing functions.
Technician
Petroleum Marketers Equipment Company
04.2001 - 05.2002
- Worked on various equipment at service stations
- Train customers on new equipment purchased from Petroleum Marketers
- Serviced fuel dispensers, tank monitors, cash registers, and other mechanical equipment.
Retail Store Manager
Phillips 66 Company
08.1996 - 04.2001
- Order stock and accounted for inventory weekly
- Responsible for station daily appearance
- Set work schedules and gave evaluations to employees
- Set and maintained stores inventory level on goods.
Education
Bachelor of Science in Accounting -
Rogers State University
Claremore, OK05.2007
Associate of Art in Liberal Studies -
Rogers State University
Claremore, OK05.2000
Skills
- Industry Networking
- Credit analysis
- Cost-benefit analysis
- Economic forecasting
- Financial Analysis
- Analytical research
- Financial and operational reporting
- Budget coordination
- Goal Setting
- Problem-solving abilities
- Valuation Techniques
- Microsoft Excel proficiency
Community Leadership
President of the Bartlesville Bruin Baseball Booster Club, 08/01/19, Present, Responsible for the oversight of the Bartlesville Bruin Baseball Booster Club, Organize Booster Club fundraisers for both Spring and Fall, Organize Media Day for the High School, Work with Booster Club Board to set yearly budget, Organize summer baseball fees for the High School team
Timeline
Fee Ops/Consignments & Marketing Financial Services Analyst
Phillips 66 Company
09.2017 - Current
Invoice Resolution Analyst
Phillips 66 Company
12.2016 - 08.2017
Analyst, Pipelines and Terminals Analyst
Phillips 66 Company
02.2011 - 11.2016
Inventory and Exchange Team Leader
Phillips 66 Company
09.2010 - 01.2011
Commercial Actualization Process Analyst
Phillips 66 Company
05.2007 - 08.2010
Stores Accounting Associate
Phillips 66 Company
10.2004 - 04.2007
Retail Store Manager & District Coordinator
Phillips 66 Company
06.2002 - 09.2004
Technician
Petroleum Marketers Equipment Company
04.2001 - 05.2002
Retail Store Manager
Phillips 66 Company
08.1996 - 04.2001
Bachelor of Science in Accounting -
Rogers State University
Associate of Art in Liberal Studies -
Rogers State University
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