Open to opportunities

Jori Phillips

@joriphillips

Message

Dedicated finance professional with expertise in customer management.

United States

Message

What I'm looking for

I am looking for a progressive organization that values teamwork and offers opportunities for professional growth.

I am a multi-faceted finance professional with a strong background in customer management and financial analysis. Currently, I serve as a Finance Assistant Analyst at PepsiCo, where I support key organizational initiatives and ensure the delivery of business case value realization. My role involves managing customer data integrity issues and collaborating with technical teams to resolve process challenges efficiently.

Previously, I held positions as a Financial Customer Management Sr. Coordinator and Coordinator, where I honed my skills in cash resolution, billing, and reconciliation. I take pride in my ability to analyze aged trial balances and facilitate collection efforts, resulting in significant improvements in cash flow management. My commitment to excellence and attention to detail have earned me respect among my peers and clients alike.

Experience

Work history, roles, and key accomplishments

Current

Finance Assistant Analyst – Service Delivery

Current

PepsiCo

Feb 2024 - Present (1 year 6 months)

Supported key organizational initiatives, aiding in the creation and alignment on key business objectives, and ensuring delivery of business case value realization. Provided front-line process support for issues and managed customer data integrity.

Microsoft Office Suite Oracle ArcTree Microsoft Teams Business Analysis Data Integrity Process Improvement Stakeholder Management

Financial Customer Management Sr. Coordinator

PepsiCo

Dec 2021 - Feb 2024 (2 years 2 months)

Served as a chain resolution specialist and team trainer, reviewing and analyzing aged trial balance to identify, prioritize, and facilitate collection efforts. Provided team-specific training for new hires and tenured coordinators, maintaining all training documentation.

Microsoft Office Suite Oracle ArcTree Microsoft Teams Training Collections Financial Analysis Dispute Resolution Coaching

Financial Customer Management Coordinator

PepsiCo

Jun 2019 - Dec 2021 (2 years 6 months)

Managed cash resolution, billing, reconciliation, and collection for large Food Service Distributors, ensuring accurate and timely application of payments. Tracked, performed complex research, and resolved cash issues, resulting in a 72% DCSO improvement.

Microsoft Office Suite Oracle ArcTree Microsoft Teams Cash Management Billing Reconciliations Collections Customer Service

Customer Service Representative

IBM

Sep 2015 - Jun 2019 (3 years 9 months)

Worked directly with customers to minimize cash flow risks associated with incorrect billing and delivery execution issues, serving as a floor supervisor to diffuse escalated situations. Maintained daily client contact by responding to customer calls, researching problems, and answering billing and accounts receivable inquiries.