Experience

Monfort Companies

• United States
• Investment Management
• 1 - 100 Employee

• Director of Finance

  • Jun 2017 - Present

  1962 Blake Street, Suite 200, Denver, CO 80202 Work with team to manage and support all phases of the expense financial planning process including consolidations Review monthly expenses to ensure that expenses are booked correctly and work with the accounting team to make any necessary reclassification Responsible for consolidating financials, headcount reporting, and compensation analysis Track financial status by monitoring variances from plan Reconcile transactions by comparing and correcting data Provide information to… Show more Work with team to manage and support all phases of the expense financial planning process including consolidations Review monthly expenses to ensure that expenses are booked correctly and work with the accounting team to make any necessary reclassification Responsible for consolidating financials, headcount reporting, and compensation analysis Track financial status by monitoring variances from plan Reconcile transactions by comparing and correcting data Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyzes, and recommendations Build financial models and perform valuation analysis Assist in the management and execution of due diligence processes

• Business Analyst

  • Mar 2016 - Jun 2017

  1962 Blake Street, Suite 200, Denver, CO 80202 Analyze current and historical financial data based on the monthly financial statements to provide performance analysis on each restaurant, gather and organize information about issues in the restaurants through interview with store managers, develop solutions and confirm with store managers to ensure changes/solutions are in effect Set up policies and procedures for store managers in regard to cash control, keep track of the cash into/ out from the bank account, help accountants prepare… Show more Analyze current and historical financial data based on the monthly financial statements to provide performance analysis on each restaurant, gather and organize information about issues in the restaurants through interview with store managers, develop solutions and confirm with store managers to ensure changes/solutions are in effect Set up policies and procedures for store managers in regard to cash control, keep track of the cash into/ out from the bank account, help accountants prepare monthly financial reports by providing cash paid in/out sheet and miscellaneous deposits sheet Create and constantly perform cash, inventory, and financial controls at two 7-Eleven stores and work on improving the performance, including building a system to constantly observe weekly sales, write-offs and labor costs, making incentive policies concerning the items above



John Wiley and Sons

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• Wiley-CPAexcel Campus Representative

  • Sep 2015 - Aug 2016

  Greater Denver Area • Help Wiley CPAexcel set up the professional meeting time • Let DU students know about the CPAexcel Review Course



Jiangsu Lixin Accounting Firm

• Audit assistant

  • Jul 2013 - Aug 2013

  Zhenjiang, Jiangsu, China Performed land value-added tax liquidation audit practices, using detail-orientation and accuracy, identified $300,000 in liability Actively participated in daily activities, consistently demonstrating teamwork skills Took directions from boss and also had ability to work independently