Financial Reporting Data

DOROTHY MEINERT

Dresher, PA ***** ad5q6s@r.postjobfree.com 610-***-****

Accountant Analyst

Multi-faceted financial professional with solid and progressive experience in all facets of accounting and finance. Collaborating with all members of the organization to achieve financial data integrity. Proven success meeting monthly, quarterly, and annual close processes. Analytical problem solver that excels in business partnering and delivering actionable information.

Systems experience includes SAP FICO & MM, Business Warehouse and Excel. Strengths and core competencies include:

Extensive Accounting and General ledger background

Reconcile GL accounts and resolve discrepancies

Journal entry calculation, document supporting backup

Post numerous journal entries in SAP for timely financial close

Month end process improvement for more efficient monthly close

Advanced excel skills - Pivot tables, v-lookups, etc.

ERP experience

Professional Background

Shellpoint, Fort Washington, PA

Investor Analyst, June 2019 - Present

Analyze, review and reconcile private equity loan from internal system migration.

Maintains and adheres to all government compliance and internal controls.

Prepares and ensures accuracy and integrity of accounting and transactional records for financial reporting.

Reconcile bank statements to loan deposits and wire remittance calculations.

Identifies potential operational risk and escalates issues to management.

ESSITY HEALTH AND MEDICAL SOLUTIONS, NA, Philadelphia, PA (2003 –January, 2019

)

Business Controlling Analyst - US & CA (2013 –2019)

Assisted strategic finance initiatives for alignment to the North America and global business strategy for the TENA® brand. Developed efficiencies and controls that ensured accuracy and timely financial close. Served as the primary financial contact with third-party, Johnson & Johnson, an external financial partner with annual $120M gross sales. Executed sales data integration, physical inventory and net billing/AR data. Ensured expenses were reconciled and potential deviations aligned with budget. Completed monthly accruals for A&P, trade, inventory, prepaid, product cost, freight, and SG&A. Partnered with plants in the US and Canada while reviewing physical inventory, obsolete inventory, and product costs allocation to the market. Performed monthly and annual working capital deviation analysis to quarterly forecast and annual budget. Integrated external sales data in internal SAP and BW systems with results for accurate visibility for financial reporting and audit reviews. Collaborated with North America and Global Business Shared Services to ensure successful and timely month-end close. Assisted in internal and external financial audits.

Key Achievements:

Played a key role in supporting marketing advertising & promotion budget of $36M.

Reconciled and monitored the sales team for $30M trade budget.

Partnered with the IT team to ensure sales data was uploaded accurately in Business Warehouse.

Reviewed, analyzed, and reconciled inventory and product cost deviations for potential discrepancies, which identified potential issues.

Reconciled trade account and incorporated weekly and monthly reviews while identifying issues and meeting budget for year-end close.

Model, forecast and maintain $50M G&A budget. Ensure meets budget expectations.

Eliminated a projected $3M A&P budgetary overage, which included aligning with budget to be under budget by less than .05%.

Implemented a work plan to review and consolidate working capital across 4 markets and 2 factories, which identified deviations to budget and target in a timely basis.

Analyst, US & CA (2003 – 2013)

Calculated accruals and provided timely reporting for monthly/annual financial close. Assisted in financial audits. Coordinated and gathered analysis to maintain fixed asset system while ensuring compliance with financial and tax policies. Served as the accounts payable liaison to NA Hub for the Personal Care division, A/P intercompany reporting, AMEX liaison, and correction of AMEX upload errors. Calculated and administered monthly accruals.

Key Achievements:

Partnered with IT to implement new methodology utilizing internal systems to incorporate third-party Johnson & Johnson sales data in internal Business Warehouse system, which created accuracy and transparency for the region and global headquarters.

Global intercompany billing

LOCKHEED MARTIN COMPANY, Valley Forge, PA (1990 – 2003)

Financial Analyst (1997 – 2003)

Consolidated, reconciled, analyzed, and reported financial cost data from multiple internal businesses in excess of $330M. Provided monthly analysis of actual vs. budget of multiple incurred cost projects. Liaised with auditors in all matters related to expenses and savings of multiple cost projects.

Key Achievements:

Secured proper documentation of deferred assets in the general ledger in excess of $500M.

Calculated, forecasted, and publicized forwarding pricing and billing rates/amounts to multiple sites of deferred assets in excess of $500M as well as liquidated and allocated the $500M to multiple sites according to negotiated Advanced Agreements.

Managed auditing process for $1.5B cost savings that enabled LMC to recover $350M in internal costs for 30 separate and multi-site projects.

Submitted cost proposals and served as the representative and government audit liaison, which included gaining audit acceptance with final negotiated cost ceiling of $43.8M.

Nominated for the prestigious Al Gore National Hammer Award for taking a significant leadership role in reinventing government practices and contributing to the documentation of $1.5B in cost savings.

Education & Credentials

Master of Science in Human Organization Science

Villanova University, Villanova, PA

Bachelor of Business Administration in Accounting

Temple University, Philadelphia, PA

Financial systems applications

ERP, SAP FICO, SAP MM, Business Warehouse, Excel

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