Sales Project

Jane Josefson

*** ********** ****, *******, ** **357 ( (H) 763-***-**** (

Email:*****************@****.***

FINANCE / ACCOUNTING PROFESSIONAL

Cost Accountant / Financial Analyst / Project Accountant

Detail-oriented and analytical problem-solver with expertise in reducing

costs, improving profits, and increasing the productivity of managers and

professionals with clear, concise, and insightful financial analysis and

reports. Highly organized professional with proven ability to build

cohesive teams that achieve and exceed organizational objectives.

Expertise in developing complex financial models to expedite planning and

analysis.

. Product costing and variance analysis

. Inventory planning and control

. Cost center budgeting and reporting

. Product line planning and profitability analysis

. Project Accounting and Project Management

. Sarbanes-Oxley documentation and testing

. Software: Microsoft Office, Hyperion Essbase

. ERP/MRP: SAP, COPICS, MAPICS, JD Edwards

EXPERIENCE:

Temroc Metals, Hamel, MN (2009)

Plant/Cost Accountant

. Created and implemented new credit background check forms and procedures

for reviewing potential new customers in accordance with new laws

regarding disclosure of financial information. Instituted new financial

controls over petty cash, credit cards, etc.

. Prepared NAFTA documentation for key customers.

ELCA Board of Pensions, Minneapolis, MN (2008)

Compliance Analyst (Contractor)

. Drafted key controls and processes for implementation of new Entity-Level

controls. Documented processes (flowcharts/procedures/risk matrices) for

Accounts Receivable.

VITAL IMAGES, Minnetonka, MN (2007-2008)

Internal Control Analyst

. Revamped process documentation and testing. Developed control matrix

linking key controls, testing schedule, sample sizes, test scripts, and

testing documents - reducing time spent updating/maintaining

documentation.

. Performed testing/reviewed results with management and external auditors.

CONTRACT/TEMPORARY (Minneapolis/Suburbs) (2004-2007)

. Sarbanes-Oxley: Revised process documentation, wrote test scripts,

and performed testing.

. Cost Accountant: Developed product costs for annual business plan.

Monitored inventory.

GUIDANT (Cardiac Rhythm Management Division), Arden Hills, MN (2003-

2004)

Inventory Analyst

. Spearheaded initial implementation of Sarbanes-Oxley testing for Cost,

Inventory, and Fixed Assets; documented key financial processes and

controls with flowcharts and narratives; designed 85 tests;

led four-member team in completing aggressive testing schedule 'on

time'.

. Performed inventory analysis and reporting for $350 million in inventory

by product line and location.

M & P UTILITIES, Maple Lake, MN (2001-2003)

Project Analyst

. Coordinated forecasts of cost and revenue for over 200 projects each

month and prepared monthly revenue/expense forecasts and reports by

customer and by project.

. Prepared two annual plans - developing income statement based on

estimated revenue and expenses by project.

. Identified risk in $5M out-of-state construction project due to unknown

geological features. Created flexible model predicting costs based on

soil conditions and miles completed, work location, and restoration

requirements.

Jane Josefson Page Two

MALLINCKRODT ALTERNATE CARE, Plymouth, MN (1998-2001)

Senior Financial Analyst

. Designed and implemented new cost center reporting system. Devised new

reports separating costs into fixed/ variable expenses - focusing on cost-

drivers and controllable spending. Developed customized reports by

functional area.

. Served on new product development teams -- providing new product costs

and other components of ROI analysis, then presented financials to

Division Management.

. Supported Marketing, Sales, and Operations managers in preparation of

operating budgets, strategic and annual plans, quarterly projections,

monthly forecasts, and the annual capital budgeting process.

THE TORO COMPANY, Bloomington, MN (1986-1998)

Financial Analyst, Consumer Division, 1993-1998

. Supported Product Line Manager in developing major investment proposal

for $35 million product line

aimed at doubling sales in five years: provided ROI analysis

incorporating new/improved products,

acquisition targets, marketing/sales budgets, financing, and new

customer development program;

and assisted in preparing presentation to Senior Management.

. Led seven-member team in bringing up SAP Sales & Distribution module for

mass retail business segment. Coached team members/used humor to

maintain team morale as new processes, coding, and pricing procedures

developed and extensive testing program completed. New system came up

working perfectly the first time!

. Worked closely with Sales and Marketing in preparation and review of

proposed sales agreements (pricing/promotion/volume rebate/marketing

participation programs/credit terms) for mass retail customers/one-step

and two-step distributors. Provided profitability analysis in P&L format

by Customer/product segment down to the Direct Profit Contribution level.

Analyzed gross margins at SKU level.

. Prepared strategic and annual plans, quarterly projections, and monthly

forecasts - working with Product Line Managers and managers in Marketing,

Sales, Customer Service, Operations, Engineering, Plant Controllers, Cost

Accounting, etc.

Cost Accountant, Consumer Division, 1986-1993

. Received Toro Eagle award for innovative cost and inventory reporting.

. Initiated product line inventory reporting and forecasting. Developed

inventory model calculating product line inventory level targets needed

to achieve inventory reduction objective. Provided inventory reports

showing actual versus target inventory levels - tracking progress towards

objective. Inventory levels decreased 20% while sales increased 30% in

less than two years.

. Streamlined product costing/variance analysis by tracking key

components/raw materials to highlight cost trends, project material price

variances, and forecast standard and costs by SKU.

. Implemented new gross margin analysis format using actual costs and

separating accessories from associate 'whole goods'. New format revealed

low/negative margins on SKU's previously considered profitable-to-break-

even. Participated in resulting cost reduction program.

. Expanded monthly ECO reporting to include reports sorted division and by

product line (in addition to existing listing by project number covering

all divisions). After seeing the product line and divisional totals,

Engineering Management revised the ECO approval process for all divisions

to focus engineers' efforts on projects creating the most 'value' -

resulting in reduction in ECO spending.

. Brought up Cost/Inventory/BOM modules in conversion to new MRP and in-

house ERP systems.

. Reviewed and established standard costs for raw materials, purchased

parts, manufactured sub-assemblies and finished goods annually. Led

three physical inventories and oversaw on-going cycle count

program/quarterly statistical inventory cycle counts. Monitored

transactions and made monthly

JE's for cycle count adjustments, obsolescence, BOM changes, warranty,

etc.

EDUCATION / PROFESSIONAL DEVELOPMENT

B.A. Accounting and History, University of Oregon:

. Graduated in top 10% of class with emphasis in Management Accounting (GPA

3.5).

. Member Beta Gamma Sigma Business Honor Society.

Continuing Education:

. University of Minnesota Extension: IT Auditing, Internal Auditing,

Reporting for Management Control.

. Metro State University: Graduate-level course in Information Systems.

. In-house courses: Project Management, 'Seven Habits of Highly Effective

People', Effective Meetings.

. Toastmasters.

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