Manager Financial Planning and Analysis, Accounting

Suzanne M. Boatner

*** ******** **** ****, ******, TN, 37774

Work: 865-***-****, EXT. 2153

EXPERIENCE:

**** - ******* ************* ******* ***., a subsidiary of Emerson Electric Co. - Knoxville, TN

2000 – Present Manager, Financial Planning & Analysis

Manage one report - Financial Analyst

Meet with senior level management with financial analysis of comparison of actual expenses to budgets, and analysis of project and product line gross margins.

Compile and make suggestions for cost containment and cost reductions

Prepare corporate annual budget, compute cost center allocations, manufacturing overhead allocation percentage to labor and material.

Prepare exhibits for Hyperion reporting, financial reporting, forecasting, Profitability Review, Financial Review, President’s Council, Board Meetings, and year-end reporting.

Prepare President’s Operating Report (POR), Product Group and Kind of Business (KOB) for updated forecast.

Review and Analyze New Product Development

Oversee capital budgeting, calculate ROI, approve appropriation requests

Analyze Balance Sheet accounts for reserves levels: Allowance for Doubtful Accounts, Sales Returns, Property Insurance, Medical Insurance, and Warranty.

Work with Inventory Manager to evaluate Excess & Obsolete Inventory to determine proper reserves.

Evaluate lease vs. buy options.

Maintain fixed asset records.

Internal Quality Auditor

Prepare Pricing, ITO, DPO, and DSO Analysis

Lead for Costing Effort-analyze monthly variances and lead cost roll at year-end.

1993 - 2000 Manager of Accounting/Assistant Treasurer

Managed accounting staff of thirteen in the areas of accounts payable, accounts receivable, general ledger, document scanning, credit, collections, escheatment process, federal and state income taxes, state sales taxes, franchise and property taxes.

Reviewed and approve monthly journal entries.

Reviewed balance sheet account reconciliations, analyzed manufacturing standard cost variances, compared actual expenses to budgets, and analyzed project and product line gross margins.

Prepared consolidated financial statements (domestic and foreign subsidiaries), borrowing-base certificate, inventory turns, DSO, DPO, and cash flow statements.

Prepared accounting budget

Administered corporate insurance program

Liaisoned with external auditors

Managed corporate short-term and long-term cash investments and borrowings

Projected cash balances, both short and long term.

Oversaw American Express corporate program and corporate travel policy

Participated as leader and/or member of several process improvement teams using value stream mapping

Participated in taking company public

Participated in purchasing, merging and sale of subsidiaries

1990 - 1993 Accountant

Prepared corporate and subsidiary sales tax returns for forty states.

Prepared monthly journal entries

Prepared monthly financial statements for subsidiaries

Reconciled balance sheet accounts to detail.

Maintained computerized fixed asset records.

Prepared 401k quarterly reports for the 401k administrator

1988 - 1990 Accounts Receivable and Payroll Specialist

Prepared and input monthly exempt and biweekly non-exempt payrolls using ADP.

Maintained and updated all employee records.

Prepared monthly payroll journal entries.

Prepared check requests for payroll deductions.

Prepared domestic and international invoicing using Fourthshift software.

Input cash receipts.

Made collection calls and researched discrepancies.

1983 - 1988 TECHNOLOGY FOR ENERGY CORP.

General Accounting Specialist

Responsible for all aspects of corporate accounts payable.

Distributed travel advances, airline tickets and corporate credit cards.

Analyzed balance sheet accounts to detail.

Prepared month-end journal entries.

Maintained miscellaneous income payment records and prepared IRS 1099 forms.

Maintained computerized fixed asset records.

EDUCATION: UNIVERSITY OF TENNESSEE, Knoxville, TN

Bachelor of Science in Business Administration, Major: Accounting

MIDDLE TENNESSEE STATE UNIVERSITY

Murfreesboro, TN, Major: Accounting

MONTGOMERY COUNTY COMMUNITY COLLEGE,

Bluebell, PA, Major: Languages (French and Spanish)

AFFILIATIONS: Member of Institute of Management Accountants

Member of Beta Gamma Sigma

COMPUTER

SKILLS: Microsoft Outlook, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, Hyperion, Oracle, Fourthshift, Sage FAS Fixed Asset Program, Adobe Acrobat, FoxPro, Abra, ADP, and Quickbooks.

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