Sales Customer

ANGELA P. WHITLOCK

**** **** ***** ***** **********, GA 30039 678-***-**** e-mail **********@*****.***

SUMMARY

Seeking a full-time position with a progressive company.

QUALIFICATIONS

ERP/Financial Software experience including: Oracle, Hyperion, SAP, PeopleSoft, SAS 70,Cognos, and Proficient in Microsoft Office products

Expertise in Pricing Analysis, Financial, Operational, SOX, and IT Audits

Payroll Systems, Reconciliations, Payroll Tax Reporting, Benefits, and Garnishment Deduction Orders.

Strong reporting background working with data and multidimensional environments

Broad and working understanding of reporting and inventory control

Strong general accounting knowledge – General Ledger, Financial/SEC Reporting, Financial Analysis, etc.

Strong communication and interpersonal skills

Experienced in writing RFP’s and RFQ’s for contracts and bidding processes.

COMPUTER SKILLS

Microsoft Word, Access, Power Point, Excel, Microsoft Outlook Peachtree Accounting software, Oracle, Harbor Payments, Salesforce, AS 400, AS 400 query, File Transfer, SAS 70, PeopleSoft, Cognos, ADP, SAP, SQL and good working knowledge of Great Plains.

EDUCATION

TROY STATE UNIVERSIY, PACIFIC REGION, Okinawa, Japan

Masters of Science in Business Management GPA 3.4/4.0

WILLIAM CAREY COLLEGE, Gulfport, MS

Bachelors of Science in Business Administration w/concentration in Accounting GPA 3.5/4.0

STRAYER UNIVERSITY, Lithonia, GA

40 Hours of Accounting Courses GPA 4.0/4.0

PROFESSIONAL EXPERIENCE

CO-OWNER/ANALYST 11/12-01/17

Magnolia Business Brokers & Advisors, Atlanta, GA

Work with sellers in determining the valuation of their businesses in order to determine a solid pricing strategy.

Work with corporate buyers in the merger and acquisition of any new businesses or developments.

Work with Sales and Finance to develop and implement pricing strategies including segment strategies for the various markets and channels.

Provide pricing analysis and reporting for management, including analysis on methods to optimize price through market and pricing strategies.

Analyze market dynamics, pricing trends, market opportunities, operating and sales margins in order to develop reports, procedures and tools for pricing and quoting.

Perform margin and pricing analysis to support key business initiatives as required.

Analyze and coordinate pricing strategies for all new and existing clients in order to optimize return on investment.

Assisted in annual budget and forecasting process which included operating expenses, and capital expenditures.

PROCUREMENT/PURCHASING ANALYST 2/12-10/12

Euramax International, Inc., Duluth, GA

Responsible for maintaining proper full goods inventory levels for assigned area/locations utilizing SAP

SAP Planning Modules.

Maintained PP and MRP profiles to ensure the integrity of the SAP Production and Capacity Modules

were fully utilized for purchased products.

Maintained SAP coverage profiles for each sales facility within assigned area.

I was responsible for the entire proposal/RFP and RFQ response process, including the initial evaluation of requirements, developing answers to RFP and RFQ questions, and final layout and collation of the finished product.

Participated in the review of inventory levels and warehouse capacity, initiated and coordinated necessary product movements to prevent out of stocks and out of date issues as well as overstock/warehouse capacity issues.

Responsible for all proposal development steps: kick-off meetings, proposal outline, schedule, writer assignments, document design, translation, editing, graphics, RFP compliance, publishing, document submission.

Develops methods and strategies for assessing large amounts of data.

Maintained cycle count program, including analyzing and reporting results and leading CI efforts of cross-functional teams.

Closely studied past sales data to determine trends in productivity.

Managed the preparation of major customer proposals through analyses of customer requirements as articulated in the RFPs and RFQ’s gleaned from contacts and competitive analysis

Provided customer with the requested reports and reconciliations of their materials and report production transactions in their on-line systems.

Audited and corrected production reporting and any inventory adjustments.

Coordinated the efforts of specialists in other company departments, researched and selected approach alternatives, and evaluated other vendors' products and obtained quotations from those vendors with the best equipment/software/services.

Lead and managed projects and project team for the successful planning, coordination, and implementation of projects within designated timeframes and budgets.

Drove all project phases including initiation, planning, execution, monitoring, control, and closure.

Directed day-to-day activities of projects and project teams in matrixed organization.

Ensured milestones were successfully met through oversight of project vehicles and coordination of resources.

Worked to collaborate with other departments impacting project.

Lead communication with client stakeholders and team members through completion of the project.

Directed project timeliness and budgets.

Provide analysis of project, including business case, ROI, and post project review.

RISK ANALYST 10/11-12/11

Care Stream, Marietta, GA

Completed rate development on new and existing groups using systems and applications to support the underwriting process, SAP and Cognos, etc.

Evaluated group eligibility and system-generated rates for accuracy and reasonability, generates utilization reports.

Released case rates to Sales and Marketing using defined rating parameters, while referring cases to the underwriters as required.

Developed and implemented pricing strategies to optimize sales and profitability in the region.

Assisted with the development of innovative strategies and action plans to address region’s needs and lead execution. .

Collaborated and communicated with Sales to create solutions that serve the needs of the customer while maintaining an equitable balance between risk and rates.

Analyzed and compiled claims, financial and/or competitor data to develop reports and statistical studies, or exhibits in support of strategic recommendations.

Assists IT, Actuarial and QA, in systems testing for updates before and after implementation.

Performed other duties and special projects as assigned.

Responsible for setting all pricing and discounting and their respective processes, to maximize the pricing element of the revenue line for all branded product lines.

INDEPENDENT CONTRACTOR 7/10-5/2011

A Plus Realty

Licensed Real Estate Broker in the State of Georgia and Florida.

Responsible for escrow accounts/funds and commercial real estate financial analysis reviewing year-end taxes.

P&L’s, balance sheet statements, and cash flow statements to determine value and pricing for commercial property.

PRICING/SALES ANALYST 02/09-6/2010

BWay Corporation

Preparation and analysis of monthly financial statements and presentations. Working closely with our General Manager(s) to explain monthly and YTD business activity and significant variances to budget.

Responsible for achieving gross margins and implementing pricing strategies, maximizing revenue results through price optimization.

Assisted in budget and forecast preparation including modeling input and review of results.

Ensured integrity of the general ledger by analyzing assigned balance sheet accounts and applicable expense accounts using Great Plains accounting systems on a monthly basis.

Provided accurate accounting information to external and internal sources (i.e. management, auditors etc.) as required.

Performed inventory adjustments in SAP within defined dollar limits to correct discrepancies.

Reported inventory shortage adjustments to purchasing to avoid stock-outs manufacturing stoppage and customer backorders.

Maintained records for inventory accuracy trends, inventory reconciliations, and fiscal year-end inventory audit.

PRICING & SALES ANALYST

HC Brill Company, Inc, Tucker, GA 06/08-12/08

Determined pricing for new and existing products in timely manner, worked closely with logistics in determining the freight component for delivered pricing.

Worked with cost accounting & plant controllers to ensure products cost were determined using activity-based costing model

Lead completion of customers' Request for Proposals (RFP)

Tracked product and customer P&Ls and action plans to improve profitability

Lead business case analysis for Innovation projects and capital expenditures (eg, new production line)

Worked closely with the cross-functional support team (sales, marketing, R&D, etc.) to ensure responsiveness to customer requests

Match invoices and purchase orders and enter into Great Plains accounting systems.

Developed financial reports/models for forecasting, trending and results analysis

PRICING ANALYST AUDITOR

ChoicePoint, Inc, Alpharetta, GA (Laid off due to company buy-out) 07/07-05/08

Prepared, reviewed, posted month-end, quarter-end, and year-end statistical journal entries related 10Q financial statements

Analyzed contract pricing, negotiations, renewals, and amendments to ensure product and pricing accuracy.

Reviewed and loaded customer contract pricing into Sales Force utilizing automated pricing approach.

Audited manual and EDI orders to ensure accurate invoice transmission. Calculated amortization rates, issued rebates and miscellaneous invoices.

Supported Finance during period end close, budget process, system and financial audits. Also Support Marketing and Receivables Departments to resolve issues.

Lead, directed, created, tested and setup customer masters, contracts and unique requirements between finance, billing and customer of newly acquired business.

Expanded automatic price audit process to manually created orders resulting in reduction of aging receivables and customer phone calls.

Maintained a strong internal control environment over the portfolio valuation and reporting process ensuring the financial integrity of the underlying investment portfolios managed by the company

INTERNAL AUDITOR

Arris International, Suwanee, GA (Advancement) 2/06-07/07

Provided an objective and independent evaluation of the adequacy and effectiveness of the Company’s operational and financial controls.

Reconciled accounts, prepared journal entries for 10Q financial closing accounts balances based on estimates.

Prepared, reviewed and posted month-end, quarter end, and year end statistical journal entries related to financial and inventory data analysis.

Conducted SAP system reviews to support products and ensure business objectives were met.

Assisted and supported SAP Applications Support management team when required.

Coordinated with IT department and external auditors during SOX IT testing.

Performed Great Plains System Administrator functions including backup / disaster recovery, updated, security, policies, procedures, trouble shooting, SQL maintenance, on-going user training and support, server administration, etc.

Implemented data warehousing services with SQL analysis.

Developed and executed Dynamics GP financial programs.

Participated in understanding of functional specifications and business requirements.

Installed and maintained Dynamics GP software for functional accounting purpose.

Supported product customizations and suggested ERP upgrades.

Identified and evaluated risks during review and analysis of System Development Life Cycle (SDLC), including design, testing/QA, and implementation of systems and upgrades.

Prepared audit scopes, reported findings, and presented recommendations for improving data integrity and operations.

Responsible for guiding the company through 404 readiness efforts where I documented processes, identified key controls, tested controls, facilitated remediation efforts for Change Management, and succeeded in ensuring that no significant deficiencies were identified by external audit. Additionally, we conducted a service auditor examination (SAS 70 Type I).

Primary responsibilities are to perform reviews of invoice payments, expense accounts, freight cost, credit procedures, AR adjustments, and promotional spending that is managed by direct customer teams and brokers for geographic areas to ensure compliance with the Companies policies and procedures.

REVENUE ACCOUNTING/AUDIT MANAGER 10/04-12/05

Beau Rivage Casino and Resort, Gulfport, MS (Left due to Hurricane Katrina)

Managed 12 revenue audit clerks, 7 AP and 5 AR clerks in their performance of the audit procedures and compilation of statistical revenue information for revenue generating departments.

Conducted Sarbanes-Oxley 404 testing to assure adherence to company processes.

Worked very closely with Ernst & Young Big 4 auditors in providing auditing assistance in Financial,

Operational, and Sarbanes-Oxley 404 testing and reviews for company SEC reporting.

Contributed as lead systems administrator and DBA on successful first pass on SAS70 Type I and Type II audits

Primary responsibilities were to perform reviews of AP invoice payments, expense accounts, freight cost, credit procedures, AR adjustments, and promotional spending that is managed by direct customer teams and brokers for geographic areas to ensure compliance with the Companies policies and procedures.

Tested, Managed and performed successful year end close in Great Plains ERP.

Accounted for incoming checks, bank statements, and accrual monthly adjustments in Great Plains.

Constantly made and reviewed journal entries and input edits of what was entered into the accounting

computerized system (TAP) and approved the posting of entries to the general ledger.

Frequently reconciled account balances ensuring that account balances are properly supported by the source

information at the end of the month.

Prepared adjusting journal entries as necessary to correct errors during posting or restated account balances based

on estimates. Recognizing timing differences between periods.

Prepared reviewed and post month-end statistical journal entries related to food, beverage and hotel revenue.

Performed month end closing reports and corporate taxes and reported to state tax commission.

Performed full cycle A/P and A/R accounting functions. Contacted and paid invoices from vendors with F&B.

Analyzed and coordinated changes to the system to comply with laws, as well as internal and external reporting requirements.

Performed, analyzed and updated weekly and biweekly payrolls for retail departments.

Generated all ADP check print files, tax files, lien and disbursement files and transmit to ADP.

Performed all tax update testing required by PeopleSoft.

Completed all auditing requirements for internal audit and for SOX purposes.

Investigated and resolve all tax notices with ADP.

INTERNAL AUDITOR SUPERVISOR 8/1998-6/02

MCCS Internal Control, Okinawa Japan

Provided auditing and programming services in support of Internal Control work Process

Planned and performed internal control checks and internal auditing functions (both financial and operational) at

various facilities within the MCCS division.

Ensured functional areas within the organization were in compliance with various Marine Corps Orders pertaining

to the operations of the MCCS divisions.

Audited government contracts for pricing accuracy and analyzed contract terms, negotiations and renewals.

Interviewed personnel at all levels to determine current process in place.

Formulated information into flow charts or other management analysis formats.

Analyzed current work practices and recommended improvements if such practices were in conflict with sound

business practices or organizational guidelines.

Performed various cost control functions and assisted on special projects related to facility design and

development.

Prepared analyses and processing of data and reports required for general budget administration and project

scheduling of facility construction projects.

Conducted studies of the costs and effectiveness of MCCS acquisition programs. Estimated the cost and time to

complete major training programs, identified best value contract support mechanisms, and estimated operations

and support costs.

Gathered relevant data, assessed its quality, applied costing modules using traditional estimation methods, and

developed new costing algorithms when required.

Built analytical models that utilized both financial and operational data to monitor facilities operating results

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