Customer Service Financial Analyst

K. ALANNA GRAY

Winston-Salem, NC 336-***-****

*******.****@*****.***

1

Accounting / Financial Analyst

and I’m a diverse self-motivated skills set professional to progressively looking gain to more further experience my career while in the contributing Accounting to and the Financial success of arena, my employer. where I can utilize my analytical Summary of Qualifications

Professional Experience

Software Kelly Services, Proficiency: Winston Citrix, Microsoft Salem, AS400, NC Office SAP; suite Business (Excel-Objects, Pivot tables SAS, & CMOD, V-lookup)PeopleSoft,, Banner Database and QuickBooks. driven systems, Lotus Notes Financial Analyst, Lincoln Financial April 2015 to Present Accounts • • • • • Process Research Assist current Research compliance Provide Receivable auditors audits journal financial and and and Analyst, investigate distribute with entries BI control Reporting external Rock to proofs, for in record Tenn ICAS, the audits, and underwriting, claims financial PeopleSoft to insure investigations department transactions SOX and and compliance AWD lost by by drafting preparing check to to determine the and affidavit appropriate audit controls. accurate findings the to root the general and appropriate and cause timely audit ledger of reporting items reports department accounts in suspense. January for from the to CMOD clear or scenario 2015 business suspense. for to and internal March partner. for 2015 audit,

• • • Use Procter Prepare Troubleshoot AS400 & weekly Gamble and and Microsoft and and resolve monthly Nestle. Office shipping billing to research, flags statements and prepare, errors and with complete and the invoice use end of over of credit-month $200k rebills. journal in daily entry “merchandising and accruals. display” shipments for Material Master Operator, Caterpillar July 2014 to December 2014 Equipment Experis, • • • • • • • • Reviewed Evaluated Assist Transition Creates, entry Managed Monitored, Supported Winston Analyst, in CAM-management maintains, Salem, equipment assigned orders from service troubleshoot PepsiCo WS NC in SSQ flagged the provider and customers’ to procurement information purchasing SAP communicates and for and order manual resolved accounts cycle of closure, systems and indirect review count equipment accurate ordering. in confirmation SAP including of to materials. warehouse ensure for change installs all March regions data, management and issues inventory. invoicing 1 payment SAP, to and provide The service data and issues. Item accurate payment at Catalog projects. both the and integrity (TIC)local timely, and and prior reporting. Microsoft corporate to March order Excel. level 2013 settlement. through to June data 2013 Trade Spend Financial Analyst, PepsiCo/IBM December 2013 to May 2014

• • Received, contractual Prepared agreement and reviewed, terms. funding paid bottlers components administered billing in and and EPM customer approved processing contractual the system. set up and fountain maintenance payment of while all PepsiCo ensuring national compliance account of customers, contractual Accounting

(3+ years)

• • • • • Accounts Accounts Audit Journal Reconciliation Assistance Entries Payable Receivable & Accruals Financial Analyst & Preparation

(3+ years)

• • • • • Financial Banking/Procurement Depreciation Budgets & Lending Reports Forecasting Reports Services & Statement Operation and Customer Service

(7+ years)

• • • • • Inventory Logistic Purchase Project Departmental Planning Orders Tracking Coordination – Mfg. K. ALANNA GRAY

Winston-Salem, NC 336-***-****

*******.****@*****.***

2

Trade Winston • • • • • • Spend PepsiCo Reviewed Researched, Worked Used maintained. Researched for Researched, not Personnel further violated. Financial excel budgeting with and and action. root analyze analyze Sales Group, updated Analyst, business cause and Manager’s and and Winston-of internal daily, PepsiCo/objects prepared troubleshoot any weekly FIFO to Salem, audit to IBM access monitor quarterly payments, - and NC review. cont’d system customer’s periodic accruals and needed errors annual reports purchase and in for SAP, report payment corrections for ECR, trends, Management with FSR, advances contract supporting via and Journal excel in each renewals/regards documentation to Entries period ensure to extension to then account SOX ensure convey December compliances for balancing. and proper Plan finding funding vs 2013 accounting Actual, were to balances. management to executed May for is 2014 Financial • • • • • • • Created Performed Processed Assisted Designed A/Coordinated Analyst/R and and A/with financial Operation and inventory P. delivered and annual approved maintained and rate Coordinator, tracking presentations analytical incoming negotiation/the and company reports, logistics. invoices Data to bids identify Entry for calendar, process with a $Clerk and 1.the 3 for million forecast and use and various of assisted Switch Quick dollar short programs. management Books. grant. board and long operator, term with budget multiply special spending projects. companies trends. 2009-2010 Customer Service Representative, Aon Consulting 2009 Program • • • • • • • Prepared, Researched Handled Coordinated Responsible Assisted Prepared database, services Assistant through with daily invoices, and/maintained, & and for and Administrative project A/or the resolved P managed incoming presentation and reports, hiring planning and A/issues R and executive filed calls memos, processes Secretary supervision applications. for vendor from relating grant letters, and client. while contracts – funds. to board Office of healthcare financial monitoring office member of and the employees. statements reimbursements. benefits, Chancellor, department meetings, 401K and events, Winston-other budgets savings, documents, conference Salem using life benefits, State SAP. calls, using University retirement and word travel processing, plans, schedules. and spreadsheet, related 2007-2008 State Employees Credit Union, Greensboro, NC 2006-2007 Financial Service Officer

• • • • sub travelers’ Received Monitored Performed Explained, accounts and checks advised and data in balance evaluated Citrix. entry and on credit currency services and delinquency promoted card when drawer. advances. handling credit while union resolving financial Education products issues statements, and and services problems deposits, to customers with withdrawals, customer's with money existing accounts. orders, or when cashier opening and new and BACHELOR OF SCIENCE DEGREE in BUSINESS ADMINISTRATION at LIVINGSTONE COLLEGE 2002-2005 MVP: Central Intercollegiate Athletic Association, Athletic Track and Presidential Leadership Scholarships ASSOCIATES GPA: IN ACCOUNTING 3.5, Honor at Scholarship FORSYTH TECHNICAL COMMUNITY COLLEGE 2015-2016