Joan Petrillo
Brookhaven
Summary
Effective finance professional with extensive experience at Martindale's Natural Market, excelling in payroll processing and accounts payable. Proven track record of enhancing reporting accuracy and streamlining operations, while fostering team collaboration and development. Adept at implementing internal controls, resulting in increased profitability and reduced expenses.
Overview
20
20
years of professional experience
Work History
Controller
Martindale's Natural Market
09.2019 - Current
- Completed journal entries, reconciliations, and account analysis to prepare monthly financial documents and general account management.
- Prepared balance sheets and income statements.
- Managed payroll data entry and processing for 52 employees.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales and use tax returns.
- Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
- Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
- Managed a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
- Identified areas for operational improvement through detailed financial analysis, leading to increased profitability and reduced expenses.
- Assisted in the preparation of annual tax filings, ensuring full compliance with local, state, and federal regulations.
- Managed the implementation of new accounting software, resulting in increased efficiency and improved financial tracking capabilities.
- Implemented internal control measures to safeguard company assets and prevent fraud or mismanagement risks.
- Completed year-end close processes through effective financial functions.
- Managed daily financial functions in collaboration with supervisors and the store manager.
- Managed assets, portfolios, accounts payable and general financial reporting procedures.
- Oversaw accounts payable operations for a retail business with $500K+ in monthly expenses.
- Created and distributed reports on internal finances.
- Used Quickbooks Desktop to prepare financial reports to assist management in operational planning and key decision making.
- Verified accurate completion of corporate income tax preparation.
Senior Store Manager
Martindale's Natural Market
01.2005 - Current
- Maintained a clean and organized store appearance to enhance the overall shopping experience for customers.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Managed store organization and maintenance.
- Streamlined store operations through the implementation of efficient scheduling systems and task delegation.
- Increased average transaction value by upselling products, promoting add-ons, and cross-selling complementary items.
- Ensured compliance with company policies and local regulations regarding safety standards, staff conduct and in-store procedures.
- Enhanced customer satisfaction through training staff on exceptional customer service practices and conflict resolution techniques.
- Managed cash control, store opening and closing procedures.
- Completed point of sale opening and closing procedures.
- Responsible for hiring, training and mentoring new staff members.
- Processed regular payroll submissions for employees.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Upheld and communicated store programs and standards to employees.
- Interacted well with customers to build connections and nurture relationships.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Reported issues to higher management with great detail.
Education
High School Diploma -
Cardinal O'Hara High School
Springfield, PANo Degree -
Neumann University
Aston Mills, PANo Degree -
Chubb Institute
Springfield, PASkills
- Payroll processing
- Preparing financial statements
- Statement reconciliation
- Bookkeeping
- General ledger accounting
- Processing payments
- Month-end and year-end closings
- Accounts payable management
- Attention to detail
- Organizational skills
Timeline
Controller
Martindale's Natural Market
09.2019 - Current
Senior Store Manager
Martindale's Natural Market
01.2005 - Current
High School Diploma -
Cardinal O'Hara High School
No Degree -
Neumann University
No Degree -
Chubb Institute
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