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Sales Customer Service

Wylie, Texas, United States
November 28, 2017

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Charles Daniel

Financial Specialist Dallas

Wylie, TX 75098 - 469-***-****

Seeking an senior level accounting position with management of people that have financial reporting, forecasting, data analysis, and process improvement. A proven leader that is a hands-on, working manager to assist a team in reaching challenging department goals/metrics. Also experience with SAP, Six Sigma

(Greenbelt Certification) and SOX auditing skills. Proven track record of exceeding customer's goals and expectations. Keen ability to work with customers around the country on driving change and completing projects on a timely basis.


Financial Specialist Dallas

Interstate Batteries, Inc - Dallas, TX - 2009 - 2017 Disbursement Process - 40+ distributors US & Canada - $600,000 weekly average. Commission Process - biweekly submission of 130 + team members from 40+ distributors. AR Reporting and Management - analysis work, distributors to resolve invoices. Chase Paymentech - primary contact for CC terminals, chargebacks, setup/terminate MID's. Plus setup of AMEX accounts and Bluefin, EMV.

Liason with ACES accounting to provide assistance on expenses for IOT Distributors. Close Out accounts/books - sold distributorships, close out fleet services, banking with our OTT Team (field based)

Treasury of POS PAY specialist for 7 US Banks & CIBC Canada Bank. - fraud tool. AP Process - create POs in EOne to pay invoices on large operational expenses. Created documentation for financial processes - on corporate portals. Mentor/training several roles at distributors (MGM, Office Managers, RSM's) within IOT Distributors. Create controls processes and procedures on several external vendors - users access, purchases, and usage data.

Utilize SQL databases to execute prebuilt queries for reporting. Data Analyst

The Coca Cola Company - Houston, TX - 2008 - 2009

Weekly Consolidated Deduction Reporting. Provided to management team to show small balance, aging, associate, customer top ten.

• Completed special projects assign by manager - adhoc reports, full scope of military deductions, Six Sigma data collection and analysis to locate potential process improvements for department.

• Active in the development, planning, implementation, and review of the overall collecting for assign regions in the US.

• Conducted general ledgers analysis, invoice adjustments, created disallowed under $500 report and perform month-end close.

• Created pivot tables, charts, and reports for weekly presentation to management team.

• Identifying control and operational deficiencies and providing sound remediation solutions.

• Developed effective internal accounting plans and communicate clearly with management.

• Updated Chart of Authority for department - approval limits to be in compliance with SOX guidelines.

• Provided training to field and clients on systems usage. Accounting Supervisor

The Coca Cola Company - 2005 - 2008

Managed 7-8 associates to oversee $25M of accounts receivable of customers accounts.

• Coordinated close activities for month, quarter and year end with clients (externally and internally).

• Audited associates payments to verify all department data points checked on monthly basis.

• Developed forecasting schedules for associates to develop schedule on maximizing performance.

• Worked with associates to reduce average days open from 30 to 21 days by reducing research time and working with sales broker administrators (Six Sigma).

• Investigated the collection of disallowed deductions for $15M including promotions, pricing, distribution, tax, military.

• Involved in decision making of department customer alignment and market assignments.

• Investigated and research customer trends to eliminate/reduce similar types of deductions.

• Prepared cost analysis on actual vs. estimated on savings of receivables project.

• Research, analyze, and monitor financial productivity for customer accounts.

• Provided SAP training/follow-up to associates needing knowledge of A/R system or customer data allowing associates to complete task more timely.

• Reviewed bad debt/risk of loss customer listing from credit analyst to determine next action with clients. Gave some direction for clients to gain leverage on discussion for financials. Collection Coordinator II

The Coca Cola Company - 1999 - 2005

Collection of $8M of disallowed deductions - working with brokers, field finance, sales, warehouses. Post accruals and re-class journal entries for assigned regions, analysis income statement, and prepare forecasts

• Prepared forecasting of upcoming months write-off lists to reduce risk of expensing to sales budget.

• Traveled to clients hubs for auditing and training/'cleanup' work of new associates.

• Reconciled and analyzed balance sheet accounts.

• Created pivot tables, graphs, and trend lines for long-term pay out • Monitoring and maintaining daily reports to assist company in reducing bad debt by collecting on aging accounts

• Matched and offset open cash on account from customers to open or written-off deductions to reduce/increase sales budget.

• Resolved past account discrepancies to bring account balance current. Manage revenue and operating profit trends.

• First employee in newly created position to collect deductions. Accounting Specialist I

The Coca Cola Company - 1994 - 1999

Identifying and logging root cause of order/invoice/payment discrepancies and taking appropriate action to reduce/resolve problems by working with Customer Service, Sales, Broker, Customer and Supply Chain.

• Reviewed appropriate approval and record non-cash receivable transaction to accurately state financial records.

• Researched of financial material prior to distribute. Process invoice adjustments to correct previous issued invoices.

• Primary point contact for all customers, warehouses, and vendors for deductions which allowed me to gain knowledge of other areas in the business.

• Proactively researched deductions to offer and resolve all matters in a timely manner.

• Created Excel spreadsheets and populate database for month end close and other assign task.

• Consolidated, reconciled, and analyzed financial information.

• Resolved past account discrepancies ensuring transactions are recorded correctly and account balances are accurately stated.


Bachelor of Business Administration in Accounting

Texas A&M University






SharePoint IOT Administrator

Created Templates for Reporting

SAP System, A/R, Reports

Accounting, Reconciliation,

Fleet Management & Fuel Programs

Multiple MS Office Programs, Internet

MS Access, Power Point, Excel.

ADP Data Analyst

MS Word, Data Entry MS Excel, pivot tables

SOX compliance, user system access

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