Jeri Poulin

Experience

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  Honeywell Aerospace (Allied-Signal / King Radio)

  Mar 1984 - Feb 2003

  Various Other roles

  FP&A for SGAFP&A for EngineeringEngineering Finance/Project AccountingCapital Accounts AccountingProgram AnalystManager Technical Publications/Computer-aided Drafting

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  Honeywell Aerospace

  Feb 2003 - Jan 2016

  Created and maintained management reports and inventory models for 46 global factories (approx. $2.5b/mo.)Designed AOP/Forecast templates with automation to downstream consolidation and load files.Worked with Leadership and teams to review opportunities to improve inventory and working capital position.Consolidate and publish Aero OMC and PCV templates for Short Range Outlook.Automation improved data integrity, removing hours or days from reporting. Teamwork removed $50m in inventory in 2015, improved reserves accuracy, resulted in redefining ABC coding. Show less Developed database to import data from multiple sources for the following:Lead Management meetings for revenue/margin Risk and Opportunities and to develop mitigation strategies.Provide revenue and cost data for marketing and pricing strategies.Provide detail for Journal Entries supporting contract milestone metrics for billing & revenue recognition.Month-end reconciliation of internal management reports to Financial Statements.Developed database for internal P&L reports by market segment, product line, region and business segments.Reduced Past Due backlog by $130m. New forecast models improved monthly revenue performance accuracy to 98% accuracy ($650m/yr revenues). Show less Designed database to identify strategies to improve performance in unapplied cash, bad debt levels, disputes, and poor payment trends.Designed database to analyze sales, price, margin by part number and customer for pricing strategies (catalog and dealer discount structure) and contract negotiation.Contract review of Joint Development contracts for AOP, material forecasting, legal and regulatory compliance, GAAP and SOX compliance, revenue recognition journal entries.Reduced Past Due AR by $13.7m. Reduced unapplied cash by $6m. Resolved poor payment trends on 12,000 customer accounts. Process Improvements in Credit Memo process eliminated $12m in lost revenue per yr. Show less

  • Senior Finance Analyst-ISC FP&A

    Jan 2014 - Jan 2016

  • Senior Finance Analyst-Revenue Recognition

    Feb 2006 - Dec 2014

  • Finance Analyst-Accounts Receivables

    Feb 2003 - Feb 2006
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  Jet Midwest

  Apr 2017 - Sept 2022

  Finance Manager FP&A
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  PBI-Gordon Corporation

  Sept 2022 - now

  Business Intelligence Developer