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Senior Financial Analyst, Logistics, Supply Chain, Compliance.

Frederick, PA, 19435
November 07, 2019

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**** ************* **. • Frederick, PA 19435 • 267-***-**** •


I am a professional with over 23 years of experience in financial data analysis and research. I have demonstrated leadership abilities and a record of success in personnel management and special projects, including the development and management of specialized database systems. I excel in my ability to respond to and exceed expectations of customer and company, including process streamlining, improvement of information flow, accurate data analysis and timely reporting. My areas of expertise include: Chargeback Processing, Account Reconciliation, Class of Trade Verification, Perfect Internal Audit Record, Loading & Maintaining CARS Contracts, Pricing Acceptance Processing, Logistics, Auto Deduction Research and Resolution, Supervision, SOP creation.


SUREFIT HOME DECOR, Alburtis, PA 2017-August 2019

Chargeback, Compliance and Inbound Logistics Supervisor

Oversee a team of 36 full time, Union and Temporary employees, 12 directly. Create, lead and plan the team’s daily duties. Execute the week’s projects, goals, and meet deadlines. Manage employee time sheets through AS400, including vacation, sick and emergency time and track union points. Studied union contract, handle write ups and disciplinary action.

Report findings to upper management for contract and policy review. Created new procedures to increase automation for more efficient daily workload management for multiple departments.

Scorecard tracking for all customers as well as addressing deficiencies to raise overall scores.

Proactively review and investigate all Chargeback items and dispute any that may have been issued in error. Tracked recoveries and applied funds to the appropriate accounts.

Assisted and backfilled duties for our Accounts Receivable and Account Payable departments when needed. Initiated ACH and direct payment activity to assist in the repayment of Chargebacks.

Compliance review all Routing Guides and instruct the shipping department of all guidelines to prevent Chargebacks from being issued. Keep detailed records of shipments as backup.

Created new SOP’s and guidelines for Compliance department.

Inbound Container Processing: Run OOCL reports for incoming containers, track port dates, coordinate and schedule delivery, unloading, receiving, and put aways and empty container pickups to prevent additional fees.

Use AS400 for reports, closing and receivers. Elite system for receiving research, to close and process Inbound containers, and Syteline for product lookups and container transfer receipts.

Schedule all logistics for inbound Containers, Returns, & supply shipments inbound to the company

Presented and updated Forecasting reports to Senior Management which ultimately went to the board for review.

Tracked and created budget spreadsheets for special, end of year, and seasonal projects. Calculated the labor cost and made suggestion of cutbacks needed to stay on target with projected goals.

IMPAX LABORATORIES, Fort Washington, PA 2014-2017

Chargeback Accounts Team Leader

Received Presidents Award bonus and stock shares for solely processing chargebacks during the transition purchase of Core/Lineage/Amedra in 2015.

Managed and trained three employees with no prior chargeback experience to a level of proficient chargeback processing as well as supervising their daily work for accuracy and further training.

Completed all Internal and External Audits with highest possible scores.

Reviewed all incoming chargeback errors on a daily basis and delegated corrections to my Chargeback Team. Reviewed the daily EDI report to ensure SOX regulations were maintained.

Entered all new products and WAC/Basis pricing for generic NDC’s in CARS.

Experienced in Class of Trade, Membership verification, 340B, DEA and HIN procedure.

Perfect record of processing of Chargebacks as it pertains to SOX control.

Created process for in-depth analysis of Auto Deductions resulting in the savings of tens of millions of dollars for the company.

Worked directly with IT, Revitas, and Cognos reps to resolve issues, create enhancements and maintain a high quality process.

Created and processed chargeback forecasting reports for Monthly, Quarterly, and year end processing.

Created SOP’s for Chargeback processing following management guidelines.

Met with manager and upper management to give status updates on chargebacks processing, overview of auto deductions, and monthly carryover status of chargebacks.

Quickly built strong relationships with our internal departments and created a solid bond with all of our wholesalers and client base to receive responses more quickly and to work more efficiently.

SHIRE PHARMACEUTICALS, Chester brook, PA 2012-2014

Senior Chargeback/Financial Analyst

Validated line items of submitted chargeback data and processed administrative fees, including credit for returns and recalls, shipping errors and damaged product.

Maintained trading vendors, customers, products and members in CARS.

Provided support for all supply channel related activities. Assisted in the contract setup of the CARS/IS system.

Investigated and re-billed invalid deduction amounts.

Accurately provided chargeback reporting on a weekly, monthly and quarterly basis. Accurately provided reporting for product movement, availability and other information as required.

Calculated Distribution and Pricing Agreement payments.

Created workflow and training documentation.

DEA, HIBCC, and HRSA 340B ID confirmation. Monthly PHS Validation reporting.

Assisted Wholesalers with chargebacks and product delivery info, submitted corrections, processed manual chargebacks and provided Wholesalers with reconciliations.

Created Alameda County drug “Take Back” program tracking for upper management.

Created and reported on a quarterly basis the Vermont Pricing Submission Report.

TEVA PHARMACEUTICALS, North Wales, PA 2010-2012

Senior Financial Analyst

Received Employee of the Year Award for securing an approximately 500 million dollar bid and contract for Walmart.

Delivered timely pricing offers to the customer as a liaison with pricing to satisfactorily resolve customer concerns, track the offer price and process customer response.

Successfully completed over seven years of neglected pricing research in only nine months.

Trained colleagues in high level Excel processes to improve data accuracy.

Handled high volume of data management including credit requests, billing adjustments, price adjustments, full line bids, product obsoletions, loading contracts, handling of expiring contracts, contract extensions, price increase and decrease and high volume daily email communication.

Extensive and constructive cooperation with National Account Managers, Market Planners, Demand Planners, Pricing, Accounts Receivable, Chargebacks and Contracts Departments.

Proactively organize & implement new bid procedures to assist market planners with full line bids.

GMAC Commercial Mortgage, Horsham, PA 1994-2010

Senior Financial Analyst

Created the Advance Tracking System for GM. Tracked and monitored customer debt verses commercial property value and reported to investors. This system is still being used today over 20 years after I created it.

Trained employees in Excel and the sat with each department to on how excel would benefit the company and to maximize data retention while reducing employee time spent.

Delivered timely weekly, monthly, quarterly and yearly, reporting to supervisors and to investors.

Six sigma training and completed black belt level.

Crossed trained in several departments and provide ways to streamline processes.


B.A., Criminology and B.S., Sociology, DeSales University, Center Valley, Pennsylvania (1994)

Paralegal Certification, Lehigh University, Allentown, Pennsylvania (1996)


Elite, Syteline, OOCL Logistics Container Tracking, CARS - Custodial Account Reconciliation System, COGNOS, SAP, Excel (V=Lookup, Concatenate), Word, Outlook, AS400/Alltel Database, HIBCC, State License Verification (All States), HRSA – 340B, HCRS – DEA, Stericycle – Universal Link, DNA Integrichain system, Premier and Apexus Rosters, PCM (Price Change Management System), SOP creation. Compliance, Chargebacks, Forecasting, Data mining, SAP, SOP Creation, Policy and Procedures, management, supervisor, team leader, accounting, research

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