
Revenue/Inventory/Fixed Assets Analyst at Greatcall/Jitterbug
Greater San Diego Area

Revenue/Inventory/Fixed Assets Analyst at Greatcall/Jitterbug
Greater San Diego Area
• Over six years of experience in the telecom/cellular industry including cash management, monitoring billing system issues and bill verification, as well as numerous fraud analysis and cash reconciliation analysis.
• Over 5 years dealing with vendor relationships, vendor reconciliation, as well as channel payment analysis.
• Experience calculation/creating Management Information Reporting (MIR), Cost of Goods Sold, Equipment Revenue, Return entries, and Cost Adjustments for Returns each month-end.
• Significant computer, administrative, inventory control, database, spreadsheet, and project management skills.
• Four years of experience as an operations analyst dealing with payment research, reconciliations, month-end report development.
• Over two years of network/PC setup, hardware setup, and peripheral setup & configuration (1998-2000).
• Over five years of financial finance in tax, cost accounting, and various levels of finance.
(Privately Held; Wireless industry)
September 2007 — Present (1 year 11 months)
• Responsible for the channel commission reconciliations and marketing accrual journal entry each month-end
• General Inventory Accounting and Revenue Analysis
• Book General Journal Entries for month-end inventory
• Month-end fixed asset reconciliation and journal entries
• Inventory reconciliation and month-end journal entries
• Usage Fraud research/analysis within CostGuard billing system
• Developing SOP’s (Standard Operating Procedures) for all processes and reconciliations for the annual audit
• Responsible for the analysis and research of implementing a new sales channel commissions program within existing off-the-shelf software
• Assisting with the development of sales and commissions forecasting
• Create Management Information Reporting as well as Cost of Goods Sold, Equipment Revenue/Returns, Cost Adjustment for Returns, and ARPU calculations/entries each month-end.
(Telecommunications industry)
March 2007 — September 2007 (7 months)
-Supervised shipping and logisitics employees
-Managed returns and replacements process for all logistics and reverse logistics processes
-Managed the inventory of A and B stock phones for reuse in inventory
-Researched all ship errors, technical issues with Brightstar shipment vendor
(Public Company; 1001-5000 employees; LEAP; Telecommunications industry)
January 2006 — March 2007 (1 year 3 months)
• Functional Project Lead for T_Recs Chesapeake software to automate Alternative Payment Location Vendor reconciliations in Phase I.
o Developed, reviewed, and tested all reporting specifications for all vendors for Chesapeake data integration.
o Tested each file for compliance, data validation, and other specifications needed for implementation.
o Tracked all bugs and defects along with their resolution in Software Planner Program.
o Set-up flow-charts and specifications for Phase II where Cardmember Not Present Credit Cards along with Checkwriter Not Present reconciliatons.
o Maintaining current manual reconciliations for parallel testing, as well as assisting in ad-hoc reporting and refunds process within Revenue Assurance Department.
o Utlilized PaymenTech Credit Card Processing System for Credit Card Reconciliations and Fraud Analysis.
(Public Company; 1001-5000 employees; LEAP; Accounting industry)
April 2003 — January 2006 (2 years 10 months)
• Responsible for documenting all processes for payment research, adjustments, vendor relationships, and reconciliations for the duration of the job.
• Enhanced alternative payment location vendor reconciliations working with the accounting department to improve upon these processes
• Responsible for daily adjustment reports, payment recap, long distance drop adjustments, customer refunds, payment deletes and adjustments and interfacing with vendors daily
• Payment transfers, Over & Short payment reconciliation and analysis
• Effectively gather information, interpret and prepare monthly journal entries. Journals to be uploaded into the Accounting System, Oracle 11i
• Prepare monthly account reconciliations for various balance sheet accounts. Analyze and interpret financial trends for various income statement and balance sheet accounts
• Researched, analyzed, and processed Credit Card Fraudulent Activity and reported statistical information back to management monthly
(Public Company; 201-500 employees; SORC; Telecommunications industry)
September 2001 — November 2002 (1 year 3 months)
The firm’s primary business function is magazine and periodical distribution as well as racking for large stores.
• Performed various operational, distribution, retail project management, and accounting functions.
• Responsible for accurate and timely distribution of hundreds of best selling titles.
• Managed the accounts receivable staff of four individuals in the Deyco division for 6 months assisting in decreased accounts receivables.
• Developed and managed the daily cash flows for the AP/AR department and aging reports for accounts receivable reporting.
• Managed the Magnet magazine database by running weekly reindexing and updates to ensure maximum performance and speed of the database.
• Led the accounts receivables department in reducing the accounts receivable by over $100,000
(Educational Institution; 51-200 employees; Telecommunications industry)
September 1998 — May 2000 (1 year 9 months)
• Generated and assisted in the analysis of competing benchmark universities via the internet to assist the school in improving the course and curriculum structure.
• Assisted the Network Administrator in network maintenance, general network responsibilities, and hardware maintenance (installation and configuration).
• Taught and tutored beginning through advanced computer skills courses to faculty and students. Courses consisted of Html web editing, internet research, Microsoft Access, Excel, PowerPoint, and Word. Also tutored students with SPSS statistical software.
(Public Company; 1001-5000 employees; HRS; Telecommunications industry)
1994 — 1998 (4 years)
• Prepared corporate consolidated tax returns, consolidated statements and income summaries
• Performed departmental PC Audits and Activity Based Costing research
• Worked with other functional leaders of each department to track, document, and analyze Activity Based Costing Drivers.
• Software Used: Easy ABC, Excel, Access, Word, and Tax Dimensions
(Public Company; 501-1000 employees; EMR; Electrical/Electronic Manufacturing industry)
1996 — 1997 (1 year)
Performed Obsolete and Excess Inventory Audits and Reporting
Month-End reconciliations for inventory
Monthly Inventory Audits at off-site warehouse
Ad-hoc reporting and projects as requested by management
MBA , E-commerce/Accounting/Finance/Human Resource Management , 1998 — 2000
Worked as a graduate assistant while working on my MBA. Managed the training process for all MS Windows programs, statistical software and assisted in general network administration duties. Also handled all of the hardware and peripheral setup for presentations, computer lab setup, and any ad-hoc needs by faculty.
Worked on various e-commerce projects regarding product development, benchmarking, marketing analysis and comparison, as well as advising on the implementation of e-commerce websites.
Performed research on competing business schools to benchmark against the college of business at Florida Tech and presented this data to the faculty for further analysis and decisions regarding future programs within the school.
Worked for professor of Human Resource Management in performing research for a local hospital regarding doctors satisfaction in the workplace and pay and reporting those results back to the faculty.
BSBA , Accounting/General Business , 1993 — 1996
AA Business , Business , 1988 — 1993
1985 — 1988
Member of the DCT Work Program where students work in a regular job during their senior year of high school which included a course in financial skills where students were taught everything from managing money, general bookkeeping, and balancing a checkbook as well as other personal financial teachings. I worked in retail in the evenings for the remainder of my senior year while in this program.
1982 — 1985
1977 — 1982
Surfing, Snowboarding, Skateboarding, Hiking, Biking, Travelling, everything with my family.
Leap Beyond Award-Cricket Communications 2005, 2006, and 2007
Graduate Student of the Year Award 1998-99, 1999-2000
Florida Tech School of Business Articulation Scholarship 1993-1996
Nominated for the Florida Tech Co-Op Award by Lisa Vulinec at Harris Corporation, 1996