Analyst Sales

Ellen Caldwell

Round Rock, TX ***** Phone:Cell: 480-***-**** *********@*****.***

Career Profile:

Detail-oriented, efficient and organized professional with extensive experience in accounting systems.

Possess strong analytical and problem solving skills, with the ability to make well thought out decisions.

Excellent written and verbal communication skills, highly trustworthy, discreet and ethical.

Resourceful in the completion of projects, effective at multi-tasking.

Summary:

Accounting professional with extensive experience in analysis, forecasting, cost accounting, and auditing.

Technically proficient in excel, word, power point, monarch, and access knowledge. Collaborate

effectively with business managers to resolve variances, refine forecasts, and identify opportunities for

improvement. My most current position was for a period of twelve years, with increased responsibility in

all areas of accounting, which is detailed below.

Experience:

Coca-Cola Bottling March 1998 – February 2010

Demand Analyst, Tempe, AZ June 2008 - February 2010

• Support for the Arizona and Southern California market units. Responsible for review of the

weekly forecasting and demand. Conducted weekly presentations, discussions and resolutions of

all changes for new product launches, sales trends, age issues and discontinued product. I

worked with the forecast team reporting any potential problems and recommendations of

corrections to the weekly forecast. Consolidated age information for the entire west, downloaded

and generated a report that was used throughout the west, for identifying and resolving potential

age issues. I also was responsible for consolidating all open purchase order activity and

generating the report that was used for follow up on all past due purchase orders. Also ensured

all Ad activity has been captured into the weekly forecast. The submission of sourcing changes,

material and bill of material set up, material maintenance, new product launch and daily review

and resolution of all out of stock issues.

Financial Analyst, Tempe, AZ July 2007 - June 2008

• Support and direction for full service vending personnel. Reporting and review of sales trend

analysis. Presentations of quarterly results for full service personnel and management. Review of

BASIS, AS400 system issues and errors in relation to incorrect system cost. Work with the

pricing department to research and resolve all price related errors. Follow up and direct San

Diego market unit to ensure they are in compliance with their SOX control audits. Other reporting

and special projects as deemed necessary.

Internal Auditor, Lubbock. TX January 2006 - July 2007

• Audited locations that consisted of 50% travel, testing internal controls and operational

procedures company wide to ensure compliance. Extensive examination into all Company

records to ensure compliance, and then conducted meetings on the results of these audits and

recommendations on areas of improvements. Any location that failed their initial audit would be

subject to a surprise review to ensure they were in compliance and ready for their following audit.

I was chosen to participate in a team investigation that identified falsification of Company records

which resulted in termination of employee’s. Also provided support and training to locations to

ensure success on their next audit.

Production Planning Analyst, Lenexa, KS November 2001 - December 2005

• Managed accounts payable, accruals, journal entries, payroll processing, and submitting it to

Corporate. Created and submitted bill of material set up, confirmation of production orders, and

any necessary adjustments needed in relation to that day’s production. Ordering raw materials,

created purchase orders, tracking promotions, receiving, month end close, and SOP audits.

Variance analysis of raw material inventory daily, on call 24/7 for any issues that may arise, as

well as providing support for other staff members in SAP training.

Cost Accountant, Lenexa, KS March 1998 - November 2001

• Support and direction for 23 locations in the mid-west and manage them in month end close. Key

member in SAP implementation, and was recognized as an expert trainer for our business unit.

Variance analysis, costing projects, reconciliations, journal entries, accruals, material set up and

maintenance and cost changes. Also responsible for sourcing changes, bill of material creation

and maintenance, assisting in SOX/internal control audits, and special projects as requested by

management. Month end close for the Business Unit, and training of new personnel with some

travel.

Shawnee Mission School District, KS June 1994 -March 1998

Tracking System Analyst

• Working with numerous accounts to investment of School funds. Worked with Bank officials to

bid out school funds and take advantage of the best bid offered by Bank contacts. Identifying

when monies are needed to mature to ensure monies are in the Bank when needed. Also wrote

and processed Journal entries daily, monthly bank reconciliations, approval of purchase orders to

encumber monies to ensure accounts allocated for supplies etc were set aside and budgeted for.

Daily deposits, month end involvement and reporting as assigned by management.

Education/Achievements:

Longview Community College, Johnson County Community College.

SAP Implementation Recognition

CCE/SOP Audit Certificate

References:

Joe Valdez – Coca Cola, Demand Manager Boss 480-***-**** or 480-***-****

Mike Solliday – Coca Cola, Demand Analyst Co-Worker 480-***-****

Gianna Genovese – Coca Cola, Demand Analyst Co-Worker 847-***-****

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