Accounts Receivable Project Management
Resume:
Dorothy Burchard
*******@*****.***
I am a professional, with a bachelor’s degree in business administration. My background is 20+ years in CPG Accounts Receivable, trade spend, accounting, finance, and 5 years in program/project management. I am well-equipped to drive meaningful changes and exceed customer expectations.
Core Competencies:
Trade Spend, Planning, Budgets
A/R, Collections, Cash Application
Accrual’s, Month-End Close, JE
Advanced in Microsoft Office programs
Software implantations
Ability to thrive in fast-paced environment
Drive to exceed internal and external customer expectations
Integrity and leadership skills
Teamwork and Collaboration
Root cause analysis of complex issues to determine solution
Process improvements techniques
White Belt Certified
Professional History:
Beacon Hill (Contract- On site) 02/25- 05/25
Account Receivable Specialist- Collections
Account Reconciliation
Collections
Robert Half (Contract- Remote) 10/24-12/24
AR/ Manager
AR cash application
AR Reconciliation
Trade Spend
Apple One (Contract- Remote) 04/24-10/24
Deduction Specialist
Trade Spend Deductions- Reduced past due from 120 day (about 4 months) to current
Cash application
A/R Reconciliation
Processed Credit/Rebills
Repayments
Cross Mark, Plano, Texas 10/20-07/23
Traded Manager (Remote)
Managed 2 high profile CPG clients with a combined revenue of over $250MM
Managed a dedicated team of 4 Trade Specialists, a with customer base of 400
Conduct analysis of key accounts and presented to upper management
Worked with sales on accrual balances, plans/budgets
Maintain promo effectiveness scorecards for 2 large CPG Clients totaling over $250MM revenue
Updated and drove adherence to processes
Accounts Payable- 3-way match and submitted check requesting ensuring vendors to be paid timely, and billed Client for reimbursement
Notified sales team of price changes, allocations, and discontinued products
Calculated rebate agreements for sales on a monthly, quarterly and Simi annually bases
Trade Deduction Team Lead
Managed high profile CPG client with a combined revenue of $200MM
Partner with Trade team of 20 offshore members on of trade spend to ensure targets were meet
Publish Trade Spend scorecard for each CBC within assigned region and respond to questions on KPI’s
Facility bi-weekly meeting with Division /Branch Managers to review KPI’s and drive compliance to process
Point of contact for inquiries for the CBC related to CSDC questions or performance issues Hosted weekly calls with Trade Management and Sales Teams to drive results to meet
SLA’s
Safran Seats, Gainesville, Texas 11/15- 3/20
Program/Project Manager (Hybrid)
Create/maintain multiple project schedules as well as keep visibility to cross-functional project schedules impacting the manufacturing teams to assess all project needs on a weekly, monthly & quarterly basis, which resulted in no task over 8 days old
Created and streamlined existing work processes, which decreased efficiencies by 10%
Collaborated and leveraged knowledge across various departments on issues and needs, then conveyed needs to upper management for improvements
Performed Project Development/ Implantation by executing testing, audits, and analysis and make suggestions to management
Improved the development of risk register, reports, templates for schedules, reducing time management by 3%
Spearheaded meeting to ensure all parties are on the same page and have a good understanding of requirements needed, which increased productivity by 5%
Identified and implemented reports needed to perform analysis with insight on trends and risks, advised upper management
Trained, mentored and empowered employees on all aspect of Planisware
Provided friendly and helpful service by reporting to the organization of upcoming tasks on 50 programs, which resulted in them to be able to align resources, ensure 100% delivery of finished product is delivered on time
Championed use of user feedback in program managements improvements resulted in a 3% increase in customer satisfaction ratings
IBM Plano, Texas 11/13- 11/15
Account Receivable Coordinator
Collected and problems solved issues totaling $8 Million weekly, maintained currency at 95%
Cash application - $1.5 Million each week, which resulted in a DCSO at 34%
A/R and General ledger reconciliation - Investigated trade spend to correct sub ledger account, slashing misapplication by 5%
Assisted with JE
Created reports, preformed analysis providing upper management trends and account status
PepsiCo
Trade Spend Auditor 11 13
Conducted audits by performing trend and comparison analysis which resulted in a 50% reduction on 3 big accounts
Collected $8 Million weekly, which resulted in DSCO at 33 % and currency at 96%
Investigated and resolved issues on 732 trade spend events and secured repayments totaling $35 Million Created and published process and procedures manual
Assisted with month end close
Accounting Coordinator
Ensure trade spending deductions are properly categorized. validate and coded/cleared to the correct client accruals, brands, spend category, deal codes
Entered trade spend plans/budges in various management systems
Identify and drive improvements by streamlining processes and reducing deduction volume.
Assisted account managers to keep itemized CPG trade deductions up to date, reach out directly to clients or brokers as needed to collect information needed to settle each case.
Analysis of large sets of data.
Dispute erroneous CPG trade deductions and collect fair value of unpaid portion from clients as needed.
Accounts receivable – Collections on unpaid invoices.
Update summary of approved CPG trade deductions on weekly basis and report the progress on bi-weekly sales meeting
Dr. Pepper/ Snapple 1/07 - 10/08
Accountant Associate (Contract)
Performed analysis of budget reports by accounts and sales region
Researched and processed a portfolio on CPG trade spend deduction totaling $14 million
Assisted the retail finance department to ensure accurate financial statement reporting in SAP system
Assisted with month end close
Reviewed billing invoices and assisted in the corrections needed to assure accurate pricing and promotional allowances were accurate
ICS- America Source Bergen 10/05 - 12/06
Account Manager
Collections on Accounts Receivable for 3 third party clients which totaled $35 million and keep at 98% currency monthly
Prepared Month End Close Reports with a 2 day turn around
Prepared and entered JE’s
Reconciliation of General Ledger
Financial Analysis – resolved $5 million in invoice discrepancies
Created Reports and preformed analysis as needed
Education: and Certifications:
Bachelor of Business Administration, Finance - Le Tourneau University – Dallas, TX
Lean Six Sigma - White Belt
Projects:
Software Implementations: Planisware, Siebel, SAP
Policies and Procedures
On Board/ Setup of the trade spend deductions
Skills Sets: Systems:
Accounting- Month End Close /Reports /JE MS Office (Email, Word, Excel, Power Point, Project)
Finance- Bank Reconciliation Mapic/Power Link
Software Implementations Planisware
Team Leadership Lotus Notes
Audits SAP
Organized JD Edwards
Interpersonal Communication Seibel
Presentation at Meetings High Radius Order entry/ Billing
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