Senior Financial Analyst - Promomash - Tampa, Florida
(2023-07 - 2026-02)
- Collected and analyzed financial data to identify trends and discrepancies.
- Completed supporting documentation for required internal reporting.
- Trained and mentor junior team members.
- Monitored key performance indicators to track progress toward goals.
Senior Deductions Analyst - Fanatics, Inc. - Tampa, Florida
(2020-07 - 2023-07)
Provide and support the implementation of business solutions by building relationships and partnerships with key stakeholders; identifying business needs; determining and carrying out necessary processes and practices; monitoring progress and results; recognizing and capitalizing on improvement opportunities; and adapting to competing demands, organizational changes and new responsibilities
- Ability to analyze and synthesize business requirements, including recognizing patterns and conceptualizing processes to resolve deductions, including those related to shortage claims, proof of delivery, freight, pricing differences, damages, and other discrepancies
- Develop and maintain customer tracking spreadsheets and other financial reports
- Act as the liaison between customer and cross-functional teams (Operations, Sales, and Customer Service) to ensure timely clearing of chargebacks/deductions.
- Assist on developing any system conversion
- Conduct research and analysis to resolve deductions, including those related to shortage claims, proof of delivery, freight, pricing differences, damages, and other discrepancies
Senior Deductions Analyst - Refresco, Inc. - Tampa, FL
(2016-03 - 2020-07)
- Collaborates with other departments including CSCS, Sales, Management, and Master Data to resolve and correct sources for deductions
- Assist in running and maintaining reports for management (ei; aging reports, monthly metrics and audit)
- Assist with escalation and trending analysis within customer portfolios
- Work with Sales, E-Commerce, Master Data, and management to resolve and correct system issues.
- Utilize multiple data base and application to investigate root cause of the deductions.
- Act as a liaison between deduction analyst and other departments.
Deductions Analyst - Coca-Cola - Brandon
(2013-10 - 2016-03)
- Identify trends to be able to prevent deductions from future payments by identifying root causes.
- Generated semi and monthly reporting of deduction portfolio as required by management teams.
- Coordinated work with Sales, E-Commerce, Master Data, and management to resolve and correct system issues.
- Create and store electronic customer profiles which include deduction history, contacts, re-bill requirements, and other information which might unique to that customer.
- Utilizes multiple databases and applications to investigate relevant pricing profiles. These include Access, Excel, BASIS, PAT, Contract agreements, customer portals, and SAP.
