Results-driven Analyst with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Bringing several years of experience, a strong work ethic, and adaptability. Ready to apply knowledge and skills to take on new professional challenges.
Overview
10
10
years of professional experience
Work History
AP Operations Analyst
DFA Dairy Brands/ Dean Foods Company
Fort Worth, TX
06.2020 - 09.2024
Analyzed and resolved discrepancies related to the processing of invoices and purchase orders.
Prepared batch check runs, daily ACH, and Virtual Card transactions.
Gathered and researched supporting documentation for audits.
Monitored all discount-eligible suppliers to ensure earned discounts were being captured, and resolved any issues therein.
Monitored bank website daily for ACH returns and NOCs.
Researched a daily audit report in order to capture errors prior to invoices being paid.
Reconciled monthly report for payments made via Virtual Card - JPMorgan Bank portal.
Created stop pay voids.
Collaborated with suppliers to ensure AP issues were resolved.
Created debit and credit memos to correct payment discrepancies.
Provided management with a monthly report of aging credits and worked to ensure credits were taken.
Deductions Analyst
Dean Foods Company
Fort Worth, TX
08.2019 - 06.2020
Coordinated and monitored the daily workflow of the Deduction Specialist team.
Reviewed contracts and trade programs to determine if customer calculations were accurate.
Pulled data, created reports, analyzed trends, and provided succinct reports/presentations focused on root cause for non-compliance.
Researched and resolved deductions, including spoilage, cash discounts, promotional discounts, rebates, product returns, freight claims, and other adjustments taken by the customer.
Partnered with other departments to provide financial insight on process gaps, opportunities, and specifically the impact of deductions.
Ensured accuracy of coding, other details, and compliance to trade spend budgets.
Served as the superuser for all deduction areas.
Identified deduction trends at the customer level by performing root cause analysis and communicated such trends to management. Developed recommendations for the Deductions team to review and implement.
Assisted Deduction Coordinators with resolution of escalated issues; provided recommendations and decisions on best course of action
Responsible for select high-visibility, complex customer accounts including research of deductions - gathering source documents (including research on customer portals), researched contractual requirements, and interacted directly with customers to analyze and resolve issues
Master Data Analyst
KEURIG DR. PEPPER, INC
Plano, TX
05.2018 - 08.2019
Met data standards, SLAs, and related business needs.
Managed and actioned customer requests.
Ensured all assigned requests are accurately performed in accordance with the target date.
Ensured compliance with SOX and internal controls to mitigate operational, business, and financial reporting risk.
Worked closely with internal and external customers to identify all needs to effectively implement defined account setup.
Supported related business projects/initiatives and met business needs and requirements, in addition to regular data maintenance.
Supported relationships with key stakeholder groups and collaborated with manager and team to support business needs.
Identified and implemented process improvement ideas.
Worked with the manager and team to support upstream and downstream business groups, and optimize the end-to-end process.
Built and maintained a solid base of skills and business knowledge, and fostered an open and supportive team environment.
Commercial Trade Accounting Specialist-Deductions
DR. PEPPER SNAPPLE GROUP
Plano, TX
11.2014 - 05.2018
Investigated and analyzed outstanding customer deductions/chargebacks to determine if they are in compliance with the terms of agreement.
Ensured timely research and resolution of customer deductions, with a strong focus on accurate financial reporting.
Effectively analyzed deductions to identify root cause and worked with cross-functional teams to reduce or eliminate recurring deductions.
Worked closely with the sales team to obtain additional information and documentation.
Through research, I identified invalid customer deductions and developed specific reimbursement plans with the sales team to recoup any amounts owed and to avoid future invalid deductions.
Created and maintained Chargebacks Manual with up-to-date information pertaining to all accounts.
Skills
Reporting Skills
Relationship Building
Microsoft Excel
Excellent Communication
Teamwork and Collaboration
Organizational Skills
Problem-solving Abilities
Analytical Thinking
Accomplishments
2024 - I was nominated for and won an EPICC award (Empathy, Proactive, Innovative, Curious & Collaborative) with my last company, DFA Dairy Brands. I earned this award for striving to complete goals and projects, as well as providing continuous support to our Accounts Payable team as a whole.