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Financial Analyst Management/Financial Reporting Manager

Valrico, FL
$78,000 - 90,000
March 09, 2018

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Alton Gilbert

(H) 813-***-**** (M) 813-***-****

Senior Financial Analyst

Financial services professional with extensive experience in financial reporting, general accounting, budgeting, forecasting, variance analysis and personnel management. Detailed oriented, independent thinking and highly motivated problem solver with a process improvement focus and strategic vision. Developed strong productive working relationships both internally and externally achieving established priorities.

Core Competencies

Financial Analysis & Reporting

General Ledger Accounting

Forecasting & Budgeting Planning

Reporting tool implementation

Proven leadership skills

Strong knowledge of ERP systems

Financial Analysis with various BI tools

Process documentation

Professional Experience

Senior Financial Analyst 2011 – 2017

Coca-Cola Refreshment, Inc., Brandon, Florida

Provided financial support focused on several areas including budgeting, forecasting and financial analysis. Prepared and presented comprehensive reporting packages to management teams that played a critical role in strategic planning efforts. Financial analysis prepared quarterly and at year-end for internal and external auditors to assist in the audit process. Monitored financial data accuracy and continuously worked with IT staff to ensure data integrity was appropriately maintained.

Instrumental in automating the AR reporting process that eliminated 90% of the daily manual reports and transferred to an outsource provider. Collaborated with various project teams to improve other reporting processes – report modeling design, data gathering and UAT testing

Received award for instrumental role performed in AR reporting tool implementation, trained 5 outsource providers and managed outsourced reporting relationships

Improved bad debt reserve calculation methodology resulting in $4.5M savings for 7 business units

Compiled and analyzed Business Units (BU) forecasts; identified and communicated forecasting and reporting process gaps to Finance Shared Services and field finance management

Led quarterly bad debt reserve and 9 month write-off meetings with senior management to review the bad debt reserve balances and proposed the required risk adjustments for all business units

Prepared analysis and presentation slides for Shared Services management used in monthly corporate reporting

Developed and implemented new reporting for newly created bottling Franchises

Financial Analyst 2009 – 2011

Provided support to Financial Shared Services senior management and field Finance Managers by providing standard and adhoc monthly and quarter-end analytical reports. Generated timely variance and trending analysis with commentary for Shared Services and Supply Chain management to assist with critical strategic financial planning decisions.

Developed, improved, documented and automated various processes; decreasing processing time while boosting operational efficiency by 6%

Prepared inventory and Working Capital scorecard reports for Shared Services and Supply Chain leadership teams to more effectively evaluate productivity and improve operations

Performed balance sheet, P&L, Working Capital reviews and fluctuation analysis - provided explanations for management to make timely decisions

Compiled analysis and variance narratives to internal and external auditors during quarter-end and year-end audit to satisfy audit requirements

Prepared the AR reserve entry to record the potential AR risk and the 9 month write-off entry for the past due invoices to account for the company risk exposure.

Accounting Supervisor 2006 – 2009

Provided leadership and supervision over the cash process for 60 sales centers; ensured daily and monthly reconciliations were done accurately and timely. Liaised and managed the relationship between the sales centers and 20 banks. Additionally, oversaw monthly and fiscal year-end close activities, Sarbanes-Oxley certifications, approved journal entries, forecasting, staff training and development. Created an environment focused on 100% customer satisfaction and resolved customer issues promptly.

Improved the daily cash reconciliations process by leveraging MS Access to summarized large volume data into more manageable state

Developed and implemented analysis template for accounting staff to easily identify material discrepancies to be referred for more in-depth investigation, resulting in a 50% decrease in month-end unresolved reconciling items

Maintained accurate reconciliations for the business units and provided detailed cash analysis for senior management

Eliminated unnecessary procedures to ensure expedient resolution of open reconciling items within 30 days and escalated potential risks to Internal Control Managers and Business Units Directors in a timely manner

Raised efficiencies by prioritizing staff responsibilities, appropriately allocated resources and timely communication to management; liaised with the sales centers, business units headquarters and banks

Senior Accountant/Staff Accountant 2002 – 2006

Performed diversify duties by maintaining and providing accurate and timely financial statements for one of the world's leading beverage companies. Assisted with the transitioning of Coca-Cola accounting functions from the Business Units to the Finance Shared Services Center. Trained new team members, reviewed and approved account reconciliations and payment transmittals for accuracy within tight deadlines.

Restructured the format of several critical and complicated Balance Sheet account reconciliations which in turn decreased the likelihood of errors as well as the time to complete the reconciliations; then implemented as standard model across the accounting teams

Audited and corrected amortization methodology school and sports contracts for 1 business unit - $5M recovery

Managed month end closing cycle and performed variance analysis of accounts explaining fluctuations for management meetings

Prepared monthly General Ledger reconciliations and reviewed financial statements for abnormalities

Additional Position

Assistant Finance Manager - New York City School Construction Authority (SCA) 1998 – 2002

Participated in the development of a $2 billion five-year capital plan, also the annual operating budget processes. Prepared and presented comprehensive reporting packages to management teams that played a critical role in strategic planning efforts.


Masters of Business Administration - Business Administration, University of Phoenix, Florida

Bachelors of Science - Accounting, St. Francis College, New York

Associate of Applied Science - Accounting and Computer Science, LaGuardia Community College, New York

Technical Skills

SAP, BW, Business Objects, Access, Excel, Word, Power Point, SQL, MicroStrategy and SharePoint

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