Managerial Accounting

Jamestown Case

Conducted an in-depth customer profitability analysis for Jamestown Electric Supply Company, a case study focused on evaluating customer contributions to the company’s bottom line. Used managerial accounting techniques to assess profitability trends, cost allocation inefficiencies, and the impact of operational decisions on financial performance.

Key Contributions

Analyzed financial statements and sales data to identify declining profitability despite increasing revenue.
Evaluated the company’s initial customer profitability model, identifying flaws in cost allocation for warehousing, shipping, and administrative expenses.
Developed an alternative profitability system that incorporated cost drivers such as rush orders, overtime labor, and special packaging requirements.
Performed cost-benefit analysis to assess the impact of high-maintenance customers on overall profitability.
Recommended strategic solutions

Skills Demonstrated

Financial Analysis & Accounting – Evaluated financial statements, cost structures, and revenue trends.
Data-Driven Decision Making – Used quantitative methods to assess and improve profitability.
Strategic Problem-Solving – Proposed actionable recommendations to optimize business performance.
Managerial Accounting & Cost Control – Applied concepts like activity-based costing (ABC), cost allocation, and financial forecasting.