Description
Areas of Expertise: Audit Preparation Software System Implementation Financial Reporting & Analysis Fund Management Timely Month & Quarter-End Closing SELECTED ACCOMPLISHMENTS Financial Reporting and Analysis * Managed promotional spending financial reporting for large food and snack company with annual trade spending of $200M. Analyzed and communicated monthly performance, budget variance analysis, and trade spending trends to all brand managers, enabling assessment of effectiveness of promotional programs, and reallocating promotional spending resources as necessary. * Prepared customer contract P&L's for culinary contract presentations, with various scenarios for sales vice president's determination of offers to customers. Revised and resubmitted contract offers after feedback reviews from salesmen and customers. Efforts led to continued status of remaining #1 national culinary nut brand. * Reviewed and reported contract terms, and customer performance, crucial data for salespersons monitoring progress on customer sales, creating more effective promotions, ensuring contract renewals upon completion. * Planned and submitted annual operating budget and quarterly reforecasts to Chief Financial Officer (CFO), after coordinating with departments across company, leading company to change strategies mid-year, including commodity pricing, customer mix, and seasonal changes to customer buying trends. * Provided monthly balance sheet account reconciliations and compared and analyzed results versus budget and prior year figures, ensuring accuracy of general ledger, and management stopping spoilage return agreements with major customer, preventing future losses of over $150K. Implementation of Crucial New Financial Software Systems * Led Diamond Foods' accounting-side implementation of major upgrade to Demantra trade promotion management system. Integrated system was major asset to company, incorporating entire sales planning to cash collection cycle. Worked closely with sales and accounts receivable teams to get system running, monitored performance, suggested improvements, and worked through various upgrades. * Drove implementation of Diamond's use of COGNOS Planning, first automated budgeting tool to be used by company. Previous budgeting efforts had been totally spreadsheet-driven. New system, once implemented, shaved weeks off of budgeting cycle, allowing for timely quarterly reforecasts. Set basis for years of streamlining budgeting process by organizing user training for sales and other department heads for multi-user, web-based solution. * Launched accounting and general ledger implementation of JDEdwards ERP system at DISCO Hi-Tec America by scoping out other vendor systems before making selection, worked with consultants on customization of program, and trained accounting end-users. Deadline-Driven Presentation of Accounting Results * Met monthly and quarterly recording deadlines for financial reporting, including several years with SEC reporting demands, including net sales analysis for filings. Assisted in successfully meeting earlier SEC reporting deadlines as company grew in size. Michael Doxey jmdox3@gmail.com Page Two Selected Accomplishments (Continued) * Acted as liaison between controller and consultants and auditors on numerous projects, including sales and use tax audits, leading to $100K in refunds from vendor, research and development credit tax work, generating federal tax credits totaling over $200K, and compliance audits with marketing license partners. * Handled accounts receivable by dealing with multiple customers, and working with staff on making collection calls, resolving complicated credit and re-bill situations. * Processed tax reporting, working with Big 4 accounting firms as main source of information for annual federal and multi-state filings. Amended returns for change in state allocation methods, saving $100K. ACCOMPLISHMENTS Financial Reporting and Analysis * Managed promotional spending financial reporting for large food and snack company with annual trade spending of $200M. Analyzed and communicated monthly performance, budget variance analysis, and trade spending trends to all brand managers, enabling assessment of effectiveness of promotional programs, and reallocating promotional spending resources as necessary. * Prepared customer contract P&L's for culinary contract presentations, with various scenarios for sales vice president's determination of offers to customers. Revised and resubmitted contract offers after feedback reviews from salesmen and customers. Efforts led to continued status of remaining #1 national culinary nut brand. * Reviewed and reported contract terms, and customer performance, crucial data for salespersons monitoring progress on customer sales, creating more effective promotions, ensuring contract renewals upon completion. * Planned and submitted annual operating budget and quarterly reforecasts to Chief Financial Officer (CFO), after coordinating with departments across company, leading company to change strategies mid-year, including commodity pricing, customer mix, and seasonal changes to customer buying trends. * Provided monthly balance sheet account reconciliations and compared and analyzed results versus budget and prior year figures, ensuring accuracy of general ledger, and management stopping spoilage return agreements with major customer, preventing future losses of over $150K. Implementation of Crucial New Financial Software Systems * Led Diamond Foods' accounting-side implementation of major upgrade to Demantra trade promotion management system. Integrated system was major asset to company, incorporating entire sales planning to cash collection cycle. Worked closely with sales and accounts receivable teams to get system running, monitored performance, suggested improvements, and worked through various upgrades. * Drove implementation of Diamond's use of COGNOS Planning, first automated budgeting tool to be used by company. Previous budgeting efforts had been totally spreadsheet-driven. New system, once implemented, shaved weeks off of budgeting cycle, allowing for timely quarterly reforecasts. Set basis for years of streamlining budgeting process by organizing user training for sales and other department heads for multi-user, web-based solution. * Launched accounting and general ledger implementation of JDEdwards ERP system at DISCO Hi-Tec America by scoping out other vendor systems before making selection, worked with consultants on customization of program, and trained accounting end-users. Deadline-Driven Presentation of Accounting Results * Met monthly and quarterly recording deadlines for financial reporting, including several years with SEC reporting demands, including net sales analysis for filings. Assisted in successfully meeting earlier SEC reporting deadlines as company grew in size. Michael Doxey jmdox3@gmail.com Page Two Selected Accomplishments (Continued) * Acted as liaison between controller and consultants and auditors on numerous projects, including sales and use tax audits, leading to $100K in refunds from vendor, research and development credit tax work, generating federal tax credits totaling over $200K, and compliance audits with marketing license partners. * Handled accounts receivable by dealing with multiple customers, and working with staff on making collection calls, resolving complicated credit and re-bill situations. * Processed tax reporting, working with Big 4 accounting firms as main source of information for annual federal and multi-state filings. Amended returns for change in state allocation methods, saving $100K. Accomplishments (Continued) * Acted as liaison between controller and consultants and auditors on numerous projects, including sales and use tax audits, leading to $100K in refunds from vendor, research and development credit tax work, generating federal tax credits totaling over $200K, and compliance audits with marketing license partners. * Handled accounts receivable by dealing with multiple customers, and working with staff on making collection calls, resolving complicated credit and re-bill situations. * Processed tax reporting, working with Big 4 accounting firms as main source of information for annual federal and multi-state filings. Amended returns for change in state allocation methods, saving $100K.
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