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  • Four (4) years of inventory cost accounting, financial reporting, and data-mining experience.
  • Microsoft Excel expertise with proficient use of pivot tables, formulas, charts, and graphs.
  • Statistical literacy and strong proficiency in languages SAS, JMP, R, and Arc.
  • Excellent mathematical, statistical, analytical, problem solving, and systems analysis skills.

Work History

Mar 2016Present

Material Planner - Field Purchasing

  • Place orders to procure material according to purchasing requests from the Trane Parts Centers. This involves daily contact with the stores, as well as with suppliers, to ensure parts availability and delivery.
  • Effectively communicate with the field and with suppliers regarding purchasing requests and order delivery.
  • Manage purchase orders through reconciliation.
  • Obtain supplier quotes per customer needs.
  • Maintain supplier and part data accuracy in systems, including part and supplier setup where needed.
  • Resolve Invoice/PO issues causing delays in payment to our suppliers.
Jan 2013Mar 2016

Inventory Assistant Analyst

  • Directly trained and supervised the production of employee development.
  • Analyze monthly Cost of Goods values within 300 stores and 15 distribution centers.
  • Report general ledger discrepancies over $2,500 and effectively manage month end closing.
  • Execute database query reports and utilize spreadsheets to support analysis.
  • Reconcile accounts applying GAAP (generally accepted accounting principles).
  • Provide financial reports and customer sales margins.
  • Prepare vendor credit memos to be entered as accounts payable vouchers.
  • Implement random inventory audits across United States and Canada.
May 2011Jan 2013

Inventory Assistant

  • Monitor and prepare $50,000 of general ledger accounting on a weekly basis.
  • Analyze reporting of inventory discrepancies.
  • Approve all vendor purchasing requests over $10,000.
  • Daily usage of Microsoft Excel, Outlook, PeopleSoft, and Oracle software.
Jun 2009Oct 2010

Sales Associate

  • Assist in $2,000 daily sales of small electronics and wireless communication.
  • Contain vast knowledge of household electronics and cellular phones.
  • Provide service warranties and wireless contracts with national carriers.


Aug 2007Dec 2012

Bachelor's Degree

Winona State University
  • Statistics, Finance, Mathematics (minor)
  • AACSB accredited College of Business
  • Winona, MN


MS Office

Excel, Outlook, Word, PowerPoint

Business Software

Prophet 21, PeopleSoft, SQL

Statistical Language

SAS, JMP, R, Arc

Computer Programming

Java, Dreamweaver