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Senior Financial Analyst

Acworth, Georgia, United States
80,000 - 85,000
May 22, 2018

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S H A L L O N E . J O H N S O N

Acworth, GA Phone/Text: 706-***-**** PROFESSIONAL PROFILE

Detail oriented financial services professional with extensive background in financial planning, accounting and analytics. Adept at providing financial reporting and analysis for monthly reviews and financial submissions across systems. Results driven business partner with a demonstrated track record of making recommendations supported by data from financial information systems which help senior management gain a competitive advantage and improve decision making capabilities. Skilled communicator, able to build strong cohesive relationships by working collaboratively with cross functional teams. Quick study of new technologies and possess expertise with MS Excel and a broad range of financial software. Skills and competencies include: Core Strengths

Business Planning/Forecasting

Product P&L Statement Analysis

Volume Reporting

Variance Analysis

Balance Sheet Reconciliations

Scorecards/KPI tracking

Cost Management

Financial Modeling

Trend Analysis


Risk/Opportunity Assessment

Client and Vendor Relationship


Stakeholder & Cross Functional


Software Experience

Advanced Excel (pivots,

lookups, nested


Microstrategy Business


Accenture CAS




AS 400

Business Objects



Coke Catalog

Margin Minder



MS PowerPoint

MS Access

MS Word


Coca-Cola Atlanta, GA April 2016 – April 2018

Business Analyst, Financial Systems (CAS Implementation & Deployment) Provide analytical support to National Retail Sales customer teams Walmart/Sams, Kroger and Amazon. Create reporting and perform data validation and review of performance metrics.

Steward and drive usage of the Accenture CAS Modern Trade Promotions Management system, which is a FP&A software application designed to: plan, track and manage the settlement of the business plans for Coca Cola’s Sparkling and Still product portfolios (total plans represents approximately $6 billion in trade funding)

Provide support to NRS teams (Walmart/Sam’s, Kroger, Amazon) as the subject matter expert in the onboarding and management of their business plans in CAS platform

Coordinate the planning activities and conduct training sessions for user groups on the utilization of CAS ensuring agreed upon milestones and activities are completed before deadlines

Increase the accuracy of financial data contained within the system by conducting monthly opportunity review meetings and audits of the consolidated performance of NRS teams against key milestones as it relates to volume, revenue and profitability, inclusive of pro-forma P&L analysis

Analyze report results to identify and research trends in volume and spend forecasts, variances to benchmarks and trade promotion optimization providing reconciliation of financial results

Compile data from different sources to analyze and identify opportunities for customer teams to improve quality of data inputs (forecast volume, pricing discount rates, promotion spends) in CAS

Resolve customer issues by effectively partnering and developing cohesive working relationships with functional leads in Finance, IT, Informatica Product Master Data, and System Development teams

Responsible for intra- and inter-departmental coordination to ensure completion of new products/ customer hierarchies being added to CAS system

Develop and maintain a prioritized defect issue list and action plan to manage backlog and drive resolution, including executive engagement as required

Conduct routine meetings, handle debriefs with internal and customer stakeholders, and manage customer expectations on status and timelines

S H A L L O N E . J O H N S O N Phone/Text: 706-***-**** Coca-Cola Atlanta, GA Jan 2015 – April 2016

Financial Analyst II– Bottler Commercial Finance Operations

Managed US Sales & Ops Direct Marketing Expense budget totaling $5.4MM

Managed CCR Bottler Commercial Operating Expenditures totaling $35.4 MM for 180 employees

Administered expenditures for Capital projects: manage PO and vendor payment process

Stewarded and executed monthly process for rolling estimate and annual budget plans

Produced monthly variance analysis of Budget/Actuals/Forecast for US Region Sales & Ops DME

Generated weekly DME budget report of $1.1 B that includes available budget by campaign, spend amounts by journal vouchers and purchase orders, committed funding, and coke catalog amounts

Prepared accounting entries to properly record business and financial transactions in Company financial systems

(journal vouchers, intercompany transactions )

Conducted month-end and year-end financial reviews with Bottler Commercial Senior management of campaign accruals to minimize fallouts and overspends

Coca-Cola Atlanta, GA Mar 2013 – Dec 2014

Financial Analyst II– Commercial Leadership Finance Operations

Managed DME budgets of $3.8MM for Customer & Trade Communications; $2.8MM for Ecommerce

Provided monthly variance analysis of actual vs. budget/RE for OPEX to CL Senior Management

Performed analytics for overall performance and cost drivers for OCM categories

Generated weekly DME budget report of $1.1 B that includes available budget by campaign, spend amounts by journal vouchers and purchase orders, committed funding, and coke catalog amounts

Financial custodian of Coke Catalog: approved/rejected idocs, remediated errors, approved orders >$50k by collaborating with FSMs and Marketing Managers, managed merchandising vendor relationship with Ritway, generated monthly Coke Catalog Bill Report

Conducted month-end and year-end financial reviews with Commercial Leadership Senior management of campaign accruals to minimize fallouts and overspends

Analyzed the trending of coupons monthly for CL team to identify possible budget risks and provide recommendations of budget adjustments for opportunities

Supported CL team by completing journal vouchers, direct pays, misc. invoice creation, FAS questionnaires

Power user testing & validating OPEX in FDW/BPC for CL team; collaborated in training sessions with FDW/BPC teams to on-board the use of the new tools for CL. STAP: Principal Financial Analyst – Sparkling Mar 2014 – Sept 2014

Provided analytical support for the North America Sparkling Business Unit with the responsibility of analyzing Direct Marketing Expense actuals, rolling estimates and business plans for KOTM budget totaling $53.8MM.

Consolidated and analyzed system reports for Direct Marketing Expense actuals and rolling estimates – determined areas for budget moves, initiated funds transfers

Stewarded business reviews with Sparkling marketing teams to identify R&O and reported potential findings and recommendations back to Sparkling Finance

Analyzed and acted on compliance reports (blocked invoices, PO violations, GR/IR reports) – stewarded follow up and escalation process with individual Marketers Coca-Cola Atlanta, GA Mar 2011 – Feb 2013

Financial Analyst II– Commercial Leadership Finance

Managed cyclical campaigns for Southeast Region Market Development Managers by loading on a monthly basis between 10,000-20,000 campaign visits into BOSS system

Performed weekly campaign analysis and provided post-mortem analysis against campaign priorities

Performed comprehensive reviews of MDM/DSM profile account alignment and collaborated with Regional Route Planning teams to ensure campaigns were routed properly S H A L L O N E . J O H N S O N Phone/Text: 706-***-**** Coca-Cola Atlanta, GA Jan 2010 – Feb 2011

Financial Analyst II– NABU

Analyzed and reported on KBIs (Key Business Indicators) for volume, net sales, and gross profit

Performed weekly penetration reporting and analysis including brand, package mix, and availability of products for On-Premise to determine sell-in opportunities

Performed weekly and monthly financial & sales volume analysis for On-Premise Channel VPs

Weekly analyzed CMAs (Customer Marketing Agreements) to determine program effectiveness

Pulled volume & DNGP from Margin Minder/ Matrix to perform monthly analysis of Account Executive performance based initiatives and tracked IPO (Individual Performance Objectives)

Provided financial reporting related to new outlets, package performance and customer performance for SEBU Management team, On-Premise Directors, Channel VPs, & Account Executives

Performed ad hoc financial reporting/analysis requests as needed Coca-Cola Atlanta, GA July 2007 – Jan 2010

Accountant III– Nat’l Sales

Managed CTM (Cooperative Trade Marketing) budgets for Nat’l Sales: Supermarket, Home Market, Drug/Club/Mass and On-Premise customers for a combined total in excess of $100MM

Researched and processed funding payments for customers

Calculated volume based payments monthly, quarterly, and annually according to customer contracts

Processed invoice payments for CTM vendors within Service Level Agreements

Reviewed quarterly forecasts/annual plans for CTM customers with Finance Partners

Assisted NAEs and Directors with financial interpretation of customer contracts and CPACT

Performed monthly reconciliations of customer accounts between CCE & CCNA CTM systems

Communicated on a regular basis with NAEs to keep them briefed on the status of customers’ budgets

Served as a liaison between inter-company departments at TCCC & CCE

Prepared yearly spread allocations to bill bottlers their portions of CTM customer expenses

Developed and maintained reporting tool to track clearing of GL internal charges for CTM team Coca-Cola Atlanta, GA Oct 2005 – July 2007

Accountant I – Nat’l Sales (2005-2007)

Analyzed data from CTM database and created monthly reports for management

Verified details of quarterly forecasts to ensure accuracy of contract elements in CCNA system

Created weekly reporting of CTM customer/vendor payments and distributed to NAEs/Directors

Created and updated CTM access database yearly and performed maintenance on databases as needed

Researched missing payments and discrepancies in payments between CCE database and CCNA CTM system

Acquired confidentiality agreements from CCE employees for access to bottler volume information EDUCATION

The University of Georgia –Terry College of Business BBA in Accounting Athens, GA Coca-Cola Classes & Training

FDW Power User, BPC Power User, FAST I, Business Objects, Matrix, Records Retention Coordinator

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