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Financial Analyst Customer Service

Location:
St. Louis, MO
Salary:
110,000-130,000
Posted:
October 19, 2023

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Resume:

PROFILE SUMMARY

Highly analytical, results-driven, and versatile financial analyst professional with substantial experience and academic background in finance management and accounting. Equipped with a solid foundation in accounting and financial management fundamentals with sharp analytical, communications, and teamwork abilities. Goal-oriented, thrive on challenges to meet organizational goals and excel in new environments. Recognized for surpassing all expectations and rendering the optimum level of service regardless of time constraints or special considerations. Armed with strategies to develop the most appropriate solutions for businesses in the fast- changing global market. Known for a keen eye for detail with a proven capacity to multitask in a competitive, high-impact, and fast- paced environment. Displays outstanding ability to plan, coordinate, and implement practices and procedures to bring significant improvements in efficiency, productivity, and processes toward the successful attainment of individual and organizational growth. Committed to quality and excellence.

CORE COMPETENCIES

• Organizational Skills

• Strategic Financial Planning

• Critical Thinking Aptitude

• Time Management Aptitude

• Financial Analysis Expertise

• Excellent Communication Skills

• Personal Creativity Effectiveness

• Risk Management and

Performance Analysis

• Internal Control Management

• Auditing Proficiency

• Highly Organized Professional

• Excellent Interpersonal Skills

• Excellent Customer Service

• Financial Services

• Forecasting and Reporting

• Energetic Work Attitude

• Building Relationships

PROFESSIONAL SKILLS

• Outstanding analytical, problem-solving, and troubleshooting ability.

• Ability to manage multiple critical issues and interact with management.

• Comprehensive knowledge of basic accounting and different financial methods.

• Able to perform budget formulation work involving reviewing and preparing budget estimates and financial plans.

• Ability to perform the budget execution and administration work involving monitoring obligations incurred and the actual expenditures of funds.

• Ability to provide advice, assistance, and guidance on budgeting and related information and conducting analyses, reviews, special budget studies, and related information.

• Able to plan, organize, and direct budget activities and ensure the organization complies with legal and regulatory requirements and meets unit equipment and specialized training needs.

• Exceptional verbal/written communication with strong leadership skills to effectively resolve problems and provide superior customer service.

• Flexible professional can adjust rapidly to new and challenging situations and work well under pressure to meet time-sensitive deadlines.

• Strong motivator/team player with effective and excellent planning, organizational, and negotiation strengths and the ability to lead, reach consensus, establish goals, and attain results. PROFESSIONAL EXPERIENCE

Demand Planning Manager March 2022 - Present

8th Avenue Food & Provisions -Fenton MO

• Supports a collaborative work environment within the demand planning team and works cross-functionally with other supply chain teams, sales, IT, finance, etc. to ensure optimal results.

• Works closely with Sales leaders, Supply Planners, and Customer Commercialization Teams, to identify and improve forecasts based on available data.

• Continuously monitors forecast accuracy, forecasting bias, Pareto analysis of customer demand, MAPE etc. striving for best- in-class results.

• Engages with segment directors when results don’t meet target levels and recommend corrective actions that improve company metrics.

• Utilizes historical internal and customer data to perform statistical analysis to identify variability, patterns, and trends.

• Develops and maintains the annual forecast for assigned customer segments at customer - SKU - location level.

• Enters and maintains forecast data into demand planning tools like John Galt using best practices.

• Lead demand review discussion for relevant business units during monthly S&OP meetings. Garrett Wadley

: 5798 Shelton Drive, St. Charles, MO 63304

: 314-***-****

: ad0hnq@r.postjobfree.com

Garrett Wadley 314-***-****

Twilight Sort Supervisor FT March 2021 - Feb 2022

United Parcel Service - St. Louis, MO

• Executed operation production plans - Track PPH and FPH during operations - Monitor DWS scanning systems to meet percent valid goals with revenue recovery.

• Worked closely with support staff (HR, Finance, Maintenance Engineering, Safety, IT and other leaders) to build and secure support and resources.

• Ensured staff development by coaching and providing feedback and verifying that employees have career goals and plans.

• Emphasized customer service and satisfaction while monitoring employee safety training and certifications.

• Forecast daily operation plans for trailer count, package volume and labor need’s to run productively.

• Identified internal customer needs and determining solutions that meet business goals.

• Ensured implementation and maintenance of a Comprehensive Health and Safety Plan.

• Oversaw and reviewed risk management and safety compliance audits.

• Led a daily team ranging from 50 -120 employees. Financial Analysis Supervisor Sept 2019 - March 2021 United Parcel Service - Atlanta, GA (BIA-SBA)

• Determined key metrics of performance and prepare forecasts for various designs and prepare reports for senior management.

• Administered various strategies and ensure achievement of all business objectives within the timeframe and project deadline.

• Coordinated with revenue cycle excellent team and economic service staff and ensure accurate filling of all claims.

• Developed various financial models and determine impact of various procedures in various scenarios.

• Designed and executed various products for market and documented all business plans for various projects.

• Analyzed revenue cycle and ensure completion of all reports and identify all improvement opportunities.

• Worked with and manage large data sets (SQL Server, Ultra Edit, Secure Fx, Framework). Finance Cost Specialist June 2017 - Sept 2019

United Parcel Service - St. Louis, MO

• Completed yearly business plans ($1B+): inputting annual goals for all district functions and accounts “LVSUBMIT”.

• Supervised district fuel and oil operations: auditing recording methods to ensure accurate practices are in place.

• Completed post-cost analysis working cross-functionally with PE. (Calculate ROI on company projects).

• Researched\Forecast district expenses ($100M+/monthly): safety expenses, claims expenses, depreciation, payroll accounts, etc.

• Assisted operations management with controlling costs to meet company objectives.

• Produced daily/weekly finance reports assisting operations with managing results.

• Compiled and prepare reports, graphs, charts, and written financial summaries.

• Completed weekly BPR reviews with division managers and their teams. Unload Supervisor May 2011 - Aug 2015

United Parcel Service

• Planned work schedules and assign duties to maintain adequate staff for effective performance of activities and response to fluctuating workloads.

• Ensured all areas of the building are getting proper and consistent volume based on daily production plans.

• Supervised areas to maintain safety, efficiency, and service to ensure a productive work environment.

• Checked specifications of materials loaded or unloaded against information contained in work orders.

• Resolved worker problems or collaborate with employees to assist in problem resolution.

• Collaborated with workers and managers to solve work-related problems. EDUCATION

• University of Missouri - St. Louis

Major: Masters Business Administration; Major: Bachelor of Liberal Studies, BLS Minors: Communications, Business Administration, Marketing Honors & Awards: Dean’s List, National Honors Society of Leadership and Success Technical Skills

• Lean/Six Sigma quality systems, Microsoft Office, Longview for Excel, MS Access, PL SQL

• Expertise in excel - VLOOKUP, index-match, dashboarding, scenario analysis, what-if analysis, macros, etc.

• Database systems - Oracle, JD Edwards, Galt, Tableau, Power BI, and DAS. REFERENCES

Available upon request.



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