Strategic and results-driven professional Analyst with experience in driving company-value and bottom-line revenue growth through expert analytical and problem solving initiatives for major global retailers. Delivers successful and profitable results by leveraging expertise in contract and data analysis, accounting, financial modeling, team leadership and client and vendor relations. Insightful top-performer with a proven track record of exceeding goals and achieving consistent, multimillion-dollar finds. A dynamic leader, capable of building and managing results-driven, cross-functional teams and facilitating strategic communications between clients and vendors to solve disputes and spike positive organizational growth.
Areas of Expertise:
Data Analysis
Project Management
Accounts Payable
Financial Analysis
Account Management
Accounts Receivable
Contract Analysis
Strategic Planning
Account Reconciliations
Pricing
Process Improvement
Cost Accounting
Auditing / Recovery Audit
Team Leadership
Purchasing & Receiving
Profit Recovery
Client & Vendor Relations
Retail & Commercial Accounts
Software Skills:
Proficient in Microsoft Office Suite – Word, Excel, PowerPoint
Specific company systems and interfaces
Professional Experience:
APR/AP Recovery Inc. – Mt. Pleasant, SC 2015 to 2016
Accounts Payable Audit Recovery Firm
APR Analyst
Perform annual audits of clients’ corporate AP operations and disbursements ledger to ensure accuracy of their Accounts Payable operations. Clients audited or currently auditing include: Land O Lakes, Brown Forman, Carpenter Technology, Medtronic, Waste Management, Charter Manufacturing, Partners Healthcare and NBC Universal.
Top performer on the Brown Forman audit with nearly 400% more in recoveries than the next auditor
Developed personal rapport by making direct contact with each and every vendor for every client during their review.
FLEXTECS, LLC. – Atlanta, GA 2014 to 2015
Accounts Payable Audit Recovery Firm
Senior Auditor / Audit Lead
Lead two new retail audits, Northern Tool & Equipment and The Sportsman’s Guide and worked with the new clients to implement audit processes and techniques, not previously done by a prior audit firm.
Generated $1M in revenue with analysis of clients purchasing and pricing systems to discover flaws and limitations using central data capture workbook and reporting solutions in excel
Exposed errors in client accounting of accrual programs that led to higher than anticipated revenue generation, through proprietary software and analysis using excel
Clients advised of other areas to pursue where revenue could be generated, through analysis and review of clients data and systems
Sherlock and Walker, LLC. – Charlotte, NC 2013 to 2014
Private Investigative firm, specializing in the recovery of lost or abandoned property and assets.
Consultant, Operations & Sales
Managed a short-term project to establish and streamline company operations, processes, work flow, and sales. Tasked with improving client tracking systems and revenue growth, while instituting key analysis and recovery processes. Identified and secured contracts and expanded client base. Investigated and researched lost property, successfully recovering assets for clients.
Enhanced client tracking processes and accuracy by creating, maintaining and evaluating master spreadsheet for account analysis review
Established direct partnership initiatives with attorneys and accountants as well as major corporations to gain direct access to client databases and expand company’s geographical outreach
PRGX Global, Inc. – Atlanta, GA 2000 to 2013
The world's largest firm in profit discovery, global business analytics, information services, and leading recovery audit.
Senior Auditor
Promoted from auditor in 2003 to direct key recovery audit activities and client accounts for the world’s most experienced recovery audit firm with 1.5K+ employees serving clients in 30 countries, including 70% of the top 50 global retailers. Analyzed and reviewed client records, data sets, contracts, and agreements to find errors related to overpayments or under collection of money, resulting in profit discovery and recovery. Primary liaison between clients and outside vendors to solve disputes related to audit processes.
Tasked with leading audit teams on major projects and assignments and trained team members on claim concepts and other financial functions. Communicated with company CFO’s and VP’s of Finance and Accounting to present findings and claims and receive approval. Vendor-by-vendor auditing comprised of claim categories including cash discount, pricing, volume rebates, duplicate payments, advertising, defective/return allowances, freight, bill backs, and new store allowances.
Captured $26M in personal recoveries since 2004 for Lowe’s Home Improvement, resulting in $22.36M in client revenue and $3.64M in company gains.
Lead team to produce over half of the $5.2M in total 2009 recoveries, exceeding previous firms past three audit cycles and generating $2M more than projected.
Recognized as highest-producing auditor and most experienced team member.
Selected to assume lead audit role for GlaxoSmithKline account, resulting in successful, profitable finds.
Key accounts included Lowe’s Home Improvement, GlaxoSmithKline, Kohl’s Corporation, W.W. Grainger, Regis Corporation, Ulta Salons, Saks Fifth Avenue, and Piggly Wiggly.
Northern Trust Corporation – Chicago, IL 1998 to 2000
International financial services company with 85 offices in 18 US states and 12 international offices.
Senior Portfolio Account analyst
Provided accurate account information, analysis and Net Asset Value (NAV) to clients. Presented monthly financial statement and 5500 Department of Labor reports. Responsible for accounting and auditing of transactions directed by record keeper. Reconciled daily cash transactions and utilized partner areas to determine the validity of transactions.
Education & Certifications:
Bachelor of Arts in Criminal Justice, 1997 – Governors State University – University Park, IL