Sales Customer Service

LATASHA PHILLIPS

862-***-**** • ***********@***.***

http://www.linkedin.com/in/latashaphillips

Target Role: Accountant/Financial Analyst

Self starter with an established history of embracing and helping to achieve corporate goals through timely

completion of vital accounting functions, including month end close reporting and budget preparation.

Excellence focused Professional experienced in staff training, inventory processes, informational audits, and

customer support. In depth knowledge of: personal income tax, variance resolution, and incentive rebate

management. Demonstrate flexibility by performing special projects and ad hoc reporting for 3 business units as

dictated by operational requirements.

•

Core Competencies:

•

Accounting • Month End Close • Account Reconciliations • Tax Preparation • Journal Entries

• Budget Preparation • Variance Analysis • Report Generation • Account Receivables • Credit & Collections

Sarbanes Oxley • P&L • Balance Sheet • Training & Development • Customer Service • Problem Resolution

• Financial Modeling

•

• PROFESSIONAL EXPERIENCE

SONY ELECTRONICS INC., Park Ridge, NJ 2005 Present

Senior Financial Analyst/Accountant, 2012 Present

• Directly support the monthly close process in relation to Balance Sheet and P/L journal entries and

reconciliations. Assist with budget preparation, particularly for fixed SGA in close collaboration with 2

business units. Ensure the timely distribution of volume incentive rebates to Pro media and Data media

dealers, effectively auditing and determining the amount needed for processing. Audit dealer claim

submissions, to ensure accuracy of documentation submitted. Authorize offshore journal entries and

reconciliations. Audit and release consumed merchandise acquired by internal customers. Research and

address monthly balance sheet variances. Audit and submit check request to A/P for customer refunds for all

Sony retail stores. Train 5+ India based and U.S.A personnel on black line applications, reconciliations, and

journal entries. Facilitate accurate analysis through the use of advanced Microsoft Excel formulas, including

Vlookup, Sumif and Pivot tables.

• Innovated solutions for retail gift card redemption, directly contributing to process improvements and the

implementation of effective financial controls.

• Revamped the consumed merchandise process that cut down processing errors and turnaround time for

recording the transaction(s).

• Recognized for the ability to not only self motive but also to motivate others.

•

Staff Financial Analyst/Accountant, 2006 2012

Generated and transmitted daily sales report to company managers and sales teams to facilitate forecasting and

identify progress toward goals. Ensured timely completion of month end journal entries and reconciliations

according to U.S. GAAP. Prepared adequate monthly reserves for: Pro media, Consumer media and Data media

division’s VIR programs, in accordance with respective contracts. Created monthly rolling forecast for $10M in

monthly revenues generated by Sony’s MASD division. Uploaded and consolidated monthly forecast into

Hyperion database. Adhered to relevant Sarbanes Oxley requirements for month end documentation. P erformed

an audit on a 3rd party company used to administer rebate program claim submission. Facilitated accurate analysis

through the use of advanced Microsoft Excel functions including Vlookup, Sumif and Pivot tables. Enforced

adherence to contract compliance.

• Revamped the requirements for Meridian, a 3rd party company, after audit revealed numerous errors.

• Orchestrated and performed physical inventory, retirement, adjustment, and journalized fixed assets in Oracle.

LATASHA PHILLIPS ● Page 2 • 862-***-**** • ***********@***.***

• Streamlined reporting by creating standard queries for SAP R3 & BW for Sales data and G/L

account info used by internal staff.

Earned praise for strong work ethic and willingness to work after regular business hours to ensure timely

•

completion of all tasks.

Customer Support & Collection Specialist, 2005 2006

Primary contact for internal and external customers, regarding pre and post sales activities on assigned accounts.

Ensured timely ordering and shipping of basic and customized materials to individual customers in close

collaboration with the sales team. Tracked and reported on the pricing terms of multiple department projects and

operations.

• Managed customer support, including the new orders, order maintenance, return processing, credits & debits,

customer resolution and account reconciliation.

• Met and exceeded monthly 3% goal for chargebacks.

ADVANTAGE SALES AND MARKETING, Ramsey, NJ 2004 2005

Accounts Receivable & Collection Specialist

Performed commission statement reconciliations. Delved into aging issues and culled collection documentation.

Handled bank deposits, researched and rectified deduction issues, and fueled compliance with contract terms.

Monitored accounts receivables. Researched aging issues and handled collection documentation

• Handled such globally recognized companies as Johnson & Johnson and Unilever.

•

• Note: Additionally worked as an Accounting Intern at RMSBG CPAs. Details upon request

EDUCATION

Wall Street Prep – 2014

Financial and Valuation Modeling

Master of Accounting & Financial Management – 2013

Keller Graduate School of Management, Online, GPA: 3.67

Bachelor of Science in Accounting – 2005

Berkeley College, West Paterson, NJ

Actively pursuing CPA license – New Jersey

TECHNICAL SKILLS

Microsoft Office: Word, Excel (Advanced), Access, PowerPoint, Outlook; SAP, Oracle 11i, Oracle Discoverer,

DPA, Hyperion, Data Warehouse, OFA, and QuickBooks.

Contact this candidate