Management Accountant

Management Accountant — Apex Logistics Group

Chicago, IL | July 2023 – Present

• Led the annual budgeting and quarterly forecasting processes for 3 business divisions, reducing budget-to-actual variance from 8.2% to under 3% using NetSuite ERP.
• Engineered a flexible labor cost allocation model using Sage Intacct and Excel, identifying $145,000 in monthly operational redundancies and driving a 12% labor cost saving.
• Standardized the month-end variance analysis reporting framework, shortening the presentation delivery cycle to executive stakeholders by 3 days (30%) and eliminating reporting errors.
• Collaborated with cross-functional supply chain teams to audit inventory valuation methodologies, resulting in a $64,000 reduction in carrying costs over an 8-month period.

Associate Management Accountant — Summit Manufacturing Solutions

Milwaukee, WI | June 2021 – June 2023

• Monitored standard product costing schedules for 120 SKU lines, identifying material price variances that saved $78,000 in direct material procurement costs over 12 months.
• Created weekly operational performance scorecards and cash flow dashboards in Power BI, improving executive tracking visibility and reducing forecast errors by 18%.
• Reconciled general ledger balance sheets and cost-of-goods-sold accounts for a $14M manufacturing facility, decreasing month-end reconciliations errors by 22%.
• Automated standard costing review worksheets using advanced Excel macros and Power Query, reducing manual weekly data processing time by 10 hours (25%) and reducing formatting errors.

Financial forecasting, Budget management, Standard costing, Variance analysis, Capital expenditure evaluation, Profitability modeling, Cash flow optimization, General ledger reconciliation, Inventory valuation, NetSuite, Sage Intacct, Power BI, Advanced Excel (PivotTables, Power Query, macros)

Cost Allocation Restructuring

Role: Lead Cost Accountant

Tools: Sage Intacct, Microsoft Excel, Power BI

Redesigned the corporate cost allocation methodology across 5 regional offices, saving 16 analyst hours monthly and improving profit margin accuracy by 14%.

ERP Inventory Module Integration

Role: Lead Implementation Accountant

Tools: NetSuite, Microsoft Excel, Jira

Directed the financial validation phase of NetSuite inventory module migration, ensuring 99.8% data reconciliation accuracy across 12 warehouses.

• Certified Management Accountant (CMA) (2023)
• Chartered Global Management Accountant (CGMA) (2024)

• Languages: English (Native), Spanish (Conversational)
• Volunteer Work: Provided financial counseling services for local non-profit business incubators (2022-present)
• Availability: 3 weeks notice