Inventory Control Data Analyst

Jerry Roger White, Jr.

*** ********* *****; Bay Minette, AL 36507 251-***-****

Email: ***********@****.***

Executive Profile: Extensive experience in financial analysis, systems analysis, inventory control, and root cause analysis of budget to actual variances. I have strong experience in corporate accounting, tax accounting, and balance sheet analysis. Extremely familiar in plant projections, budget comparison analysis and monthly closings. I assisted staff in accounting and operations environment throughout my corporate career.

Areas of Knowledge:

1Fixed Asset/CIP Accounting

2Inventory Proficiency

3Balance Sheet Analysis

4Monthly Closing

5Budget Comparison Analysis

6High Level Management Special Assignments

7Employee Supervision

8Forensic Accounting Projects in relation to Insurance Claims

9Internal Control Design/Developing Business System Integration

10Systems Interface Projects

11Creation of KPI Reports

12Government Contracts and Sequestration

13FARS-(Federal Acquisition Regulations System) and revisions made in May 2012 to CPRs now IPMRs.

14Derivative Accounting for allocation to Fixed Price Sales Contracts

15Collaboration of new ideas to help everyone in the work environment become as proficient as possible.

16SAP FI, CO, MM, and PP modules

Experience:

HONEYWELL-INTELLIGRATED, remote position

August 2022 – June 2023

Procurement Data Analyst

Procure-to-Pay Internal Controls implementation using Power Automate, Oracle, and Amazon.com. Also, analyzing and reporting to management on a weekly, monthly, quarterly, and annual basis: Workflow timestamp key performance indicators, volumes of purchases by site, dollars of purchases by site, and many other intrinsic measurements which are used to determine a ranking of current project activities and how they relate to the profitability. Softwares used to implement the P2P process, Power Automate, Oracle ERP Procurement, SaaS, Python, and Visio

AMERICAN BAITWORKS on behalf of Robert Half, Ocean Springs, MS.

May 2022 – July 2022

Accounting Mgr. Interim

I filled in for the Accounting Mgr. as she was out on Maternity Leave.

Handled the daily functions of overseeing the inflow and outflow of cash.

Prepared weekly cash management reports for the CFO and CEO.

Reviewed payroll reports, Sales and Use Tax reports, created integration techniques for other

software.

INTUIT

Quick-books and Turbo-Tax Software Expert, 100% remote from Home Seasonal Timeframe: Mid Dec. - Mid May for years: 2020,21,22,23

I assisted customers and clients in troubleshooting and resolving issues related to their preparing and/or maintaining financial information and tax returns. Assist developers in addressing software resolutions as they relate to issues I discover while assisting customers/clients. I maintain financial information using Quick-books as well as prepare tax returns using Turbo-Tax software.

UNITI FIBER, LLC., Mobile, AL. and remote/hybrid

May 2021 - Sept 2021

Receivables Analyst

I was contracted by UNITI as a receivables analyst to help resolve outstanding balances within the customer subledger activity. Once an audit trail was deemed complete, we collected these accounts. I analyzed outstanding balances and identified inconsistencies and prepared adjustments if deemed necessary. Working in both Sales Force and Custom Call Software. Originally the contract was to be only 60 days. But, due to the success we were having in collecting on some over 60 days past due accounts, they extended the contract to 120 days.

DAHER Aerospace

April 2019-April 2021

Financial Analyst/Controller, Mobile, AL.

Mobile, AL. and remote/hybrid from home

Performed monthly EBIT, EBITDA, and Net Income before taxes.

Created lead schedules and tracked expenditures related to improvements to facilities in order to service Airbus as contract requirements dictate. Kept up with weekly labor burden rates which were subject to random audit by Airbus. Prepared a monthly roll-forward forecast for the upcoming month, upcoming quarter, and forecast of the annual activity for the logistics group which supported the final assembly line in Mobile, AL. for Airbus. Maintained a cost accrual for all major components of the total costs for support by aircraft produced. Maintained a lead schedule of expenses by category and by vendor by month. Performed internal control procedures to ensure costs were controlled and revenues were recognized correctly.

Reconciled customer issue Purchase Orders and made sure contract billing was in line with the terms. Maintained project costs on special tasks requested by Airbus.

Self-Employed, Bay Minette, AL.

April 2014 – April 2019

During this timeframe, I was contracted to assist in the completion of audits, reviews, and dozens of compilations for a local accounting firm. I also completed the corresponding tax returns in relation to the compilations. Many of these tax returns were S-corps and LLCs. as well as some disregarded entities. I also served in a contract role with Johnson controls in Clanton AL. There I performed a fixed asset tagging audit in SAP for all processing equipment. I also completed an 18-month contract with Hoist and Crane Service Group in Mobile, AL. There I created and maintained several ad-hoc reports designed specifically as directed by the area manager.

Financial Analyst III

BAE Systems

Sept 2012-April 2014

Mobile, AL.

Created matrices used to design budget templates for all overhead and administrative departments. Maintained overhead and administrative budgets on a bi-weekly basis for both the Mobile and Jacksonville shipyards.

Compiled monthly reporting packages which consisted of a Balance Sheet, P & L, and Stmt. of Cash Flows for approximately 15 companies which made up BAE Systems Southeast Shipyards.

Maintained labor utilization rates and reported these and other required information on quarterly CPRs (Contractor Performance Reports) which as of 2012 are now called IPMRs (Integrated Program Management Reports). I was lucky enough to be handed the duty of modifying and merging our data queries to support the (EVM-Earned Value Management) guidance which was my resource to assist in my creating a database for what was to be needed to document, maintain, and report.

ThyssenKrupp Steel USA, LLC.

October 2009 – August 2012

Lead Inventory Accountant/Cost Accountant

Calvert, AL. 36513

Under the direction of Director of Controlling, I created all business process maps relating to accounting for raw materials, finished goods, and spare parts inventories as required by GAAP, IFRS, ThyssenKrupp Financial Reporting Policy, and ISO Compliance. Worked in conjunction with our IT department and the IBM Consultants to take those process designs and turn them into a customized configuration of SAP ECC to be interfaced with our logistics and manufacturing software. SAP ECC which stands for SAP ERP Central Component. Please refer to the addendum pertaining to purchasing which we created a customized design to best satisfy our processes. I trained key users on how to train all end users within their departments throughout the plant so as to achieve consistency of software usage. Performed monthly valuation analysis of all three types of inventories and reported this information to our cost accountants and controlling for a validation of product costing which was then reported back to us so I could then book the NRV-LCM adjustment. And as in any new start-up company, I was assigned to project teams to modify the processes and software interfaces to most correctly operate through change management and continuous improvement practices. There are many other tasks and responsibilities I haven’t mentioned and don’t have the space within this resume to do so. My experiences here have helped me mature as a person and as an accountant. Patience, diligence, and desire for teamwork are just some of the traits I gained more of while working at ThyssenKrupp. Softwares used SAP and Power BI.

Senior Financial Analyst

Evonik / Degussa Corporation

08/04 - 07/09

4201 Degussa Rd; Theodore, AL 36582

I conducted analysis for CIP, Fixed Assets and A/D, Accrued Utilities, Supplies Inventory, and other various Balance Sheet Accounts, Monthly Closings, Sales/Use Tax compliance. Scrutiny of all significant variances tracking details as requested by plant managers. Allocated cost of electricity and Natural Gas and the related hedged funds(in accordance with FASB 133) in order to match the processing costs of all carbon black sales which were on a fixed price agreement. Help to implement multiple cost savings opportunities that resulted in vast savings throughout the plants as a result of lowering supplies inventory by 20%. Help supervise accounts payables and receivables and was liaison between staff and plant managers. I also filed all Department of Commerce monthly, quarterly, and annual reports for the carbon-black division of Degussa.

1Assisted consulting group, DMA in identifying overpayments made during a sales / use tax audit. Was able to identify approximately $780K on overpayments and applied for refund of this money.

(Senior Fin. Analyst Cont’d)

2Was lead accountant in submitting lead schedules and supporting documents to Insurance Company for reimbursement of a $24MM claim due to damage resulting from Hurricanes Katrina and Rita. Was able to obtain full reimbursement in less than 8 months. Actual plant rebuilds took 7 months. Also helped calculate a business interruption claim amount which was submitted, reviewed, approved and collected in full.

3Assigned responsibility to conduct corporate high-level projects that involved information only for top CEO.

4Attended a seminar to become more knowledgeable about revenue recognition and allocating the costs associated with the fixed price contract revenues. (Sept 2008) FASB 133.

Gibbons Company, LLC

01/02–08/04

3601 Springhill Business Park #202; Mobile, AL 36608

Senior Staff Accountant

I performed fieldwork of reviews and audits for clients. Traveled to client locations, conducted audits, accounting compilations and financial reviews. Gave suggested accounting advice and handled all corporate and partnership tax returns, tax and audit research and compilations ensuring taxes and business accounts were completed as GAAP and IRS dictate. Became very familiar with helping clients create a good database in Quick-books and assisted them either by phone or in person to get their monthly information downloaded to a file format so we could upload it into our software for taxes and reporting.

McPherson Oil Company

07/97 – 12/01

2340 Woodcrest Place; Birmingham, AL 35214

Accounting Manager

I managed monthly closings, Balance Sheet Analysis, Budget Preparations, Property Tax Assistance, Sales and Use tax compliance. I worked closely with owners, clients and staff ensuring that accuracy and internal control were kept throughout employment. I oversaw setting up and maintaining Chart of Accts. And design of how each acct. consolidated and/or allocated into the F/S and B/S. Attended a seminar regarding FASB 80 (Accounting for Futures Contracts). I matched/allocated changes in hedge values to purchase prices in the specific months and the fixed price contracts with customers to calculate our realized earnings to stay in compliance with revenue recognition requirements.

Perdido Bay Golf Resort

03/93 – 7/97

1 Doug Ford Drive

Perdido Key, FL 32514

Assistant Golf Pro

Touring Pro

I humbly competed on the Gulf Coast Golf Tour and Hooters-Jordan Golf Tour for 2 years.

Education:

Auburn University

Auburn, AL. Winter of 1989-Fall of 1992

B. S. Accounting

Graduated –Fall of 1992

Software:

1 Microsoft Office (Excel, Word, Outlook, Visio, Teams, and Power-point)

2AS400

3SAP

4Crystal Report Writer

5Hyperion

6FRX Accounting Software

7Quick-books and Quick-books Pro

8Creative Solutions Accounting Software

9Oracle

10Salesforce

11Power Automate

12Nimbus

References available upon request

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