Results-Driven FP&A and AR Finance Analyst

Professional Summary

Professional Experience

ResultsdrivenFinancial Analystwith 5 + years of FP&A, quota/capacity planning, and expense forecasting experience supporting global sales organizations. Proven track record of delivering accurate budget vs actual insights, building dynamic Excel models, and driving data backed decisions that improve revenue efficiency. Adept at partnering with cross functional leaders, scaling processes with ERP/FP&A systems, and thriving in fast paced environments. Tasia Lofton

Analytical Reliable Collaborative

*************@*****.*** 708-***-****

BekoUS–Bolingbrook, IL

Manage invoicing, collections, and cash application processes to ensure timely and accurate revenue recognition. Monitor account reconciliation, billing discrepancies, and follow-ups to reduce outstanding balances. Generate and analyze AR reports, including aging analysis, unapplied cash, and short payments; provided actionable insights to reduce delinquencies and optimize collection workflows.

Prepare month-end reports, including accounts receivable, collections, and sales summaries. Collect and analyze historical financial data to support decision-making and financial forecasting. Interpret financial scenarios to support budgeting, identify investment opportunities, and inform strategic planning. Consolidate and analyze financial data, aligning insights with organizational goals and financial health. Deliver recommendations to reduce operational costs and enhance overall financial performance. Audit and advise on financial statements and account activity to maintain compliance and accuracy. Synthesize credit risk intelligence and reported key findings and concerns to the CFO for risk mitigation. Train and supervise new accounting team members, ensuring consistent performance and adherence to standards. Utilize financial systems including SAP, Avalara, EPICOR, NetSuite, SharePoint, and advance Excel to streamline reporting, enhance data accuracy, and support day-to-day accounting operations. Glanbia Corp – Downer’s Grove, IL

Financial Analyst & Credit Control Specialist 2019–2023 Identified financial performance trends and risks, providing strategic recommendations to improve decision-making and minimize exposure.

Analyzed financial reports, including income statements, expenditure data, and market performance, to support accurate forecasting and planning.

Collaborated with cross-functional finance teams, including risk analysts, to review forecasts and validate financial data. Applied deep understanding of financial systems and institutions to support sound financial operations and compliance. Allocated incoming payments daily with accuracy to maintain up-to-date financial records. Investigated and resolved customer deductions to ensure timely collection of receivables. Ensured prompt collection of accounts receivable and performed account reconciliations to maintain ledger integrity. Maintained and strengthened customer relationships through effective communication and issue resolution. Supported month-end close by distributing financial reports and assisting with reconciliations and documentation. Dyson Corp– Chicago, IL

Financial Analyst 2018–2019

Processed daily invoicing and investigated supporting documentation to ensure billing accuracy. Cleared and collected customer receivable deductions in alignment with company policies and procedures. Resolved customer deductions and chargebacks promptly, ensuring compliance with internal guidelines. Partnered with the sales team to ensure all agreements with direct and end-user customers were properly documented and verifiable. Disputed invalid chargebacks respectfully and tracked the status of collections through resolution. Various Companies — Illinois

Receivable/Payable, Financial Analysis, Collections, Reconciliation 2017-2018 Posted an average of 50 customer payments daily (cash and credit card) and resolved authorized deductions through adjusting entries in Epicor.

Performed collections by analyzing customer payment plans, history, and credit lines. Processed daily invoices and executed 3-way matching to ensure accurate and timely AP/AR transactions. Reconciled accounts by collecting and matching receipts to invoices, and promptly resolved discrepancies by collaborating with sales, customer service, and trade promotions teams.

Analyzed financial data, including income, expenditures, and market performance, to support reporting accuracy and business decisions. Receivable-Controlling & Financial Management Analyst 2023– 2025 Education

Core Skills

Technical Skills

FP&A & Long Range Planning

Quota & Capacity Planning

Budget vs Actual Analysis & KPI Dashboards

Forecast Accuracy Improvement

GAAP & Financial Statement Analysis

Cross functional Business Partnering

Credit Risk & AR Management

Process Automation & Scaling

BachelorofScience in Accounting — Lindenwood University, 2017 Excel (Power Query, PivotTables, XLOOKUP, nested formulas, scenario modeling) SAP S/4HANA & Epicor ERP – financial modules, reporting FP&A / Planning Tools – Anaplan (beginner), Adaptive Insights, Planful (familiarity) Power BI & Tableau (basic dashboards) SQL fundamentals for ad hoc data pulls Financial Statement Analysis Invoicing & Collections Software Deduction Management Tools Data Reconciliation Tools 3-Way Matching Systems Financial Modeling (basic to intermediate level) CPG Tool Tasia Lofton

Analytical Reliable Collaborative

*************@*****.*** 708-***-****

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