Senior Financial Analyst

• Apr 2021 - Present

Financial Analyst

• Apr 2019 - Apr 2021

* Actively participate in financial processes within facility including operating budgets, forecasts, program reporting and analysis, pricing, decision support and cost analysis. * Prepare alternate and complete financial and statistical reports by identifying appropriate sources of data and meaningful financial indicators. * Assist with the preparation/review of the reporting packages, KPI’s, etc. * Analyze data trends to identify key areas of concern or opportunities for improvement. * Analyze large amounts of data effectively, efficiently, and accurately.

Staff Accountant II

• Jul 2018 - Apr 2019

* Conducted and reviewed monthly, quarterly, and annual financial reporting packages for senior management, project leaders, and department managers against budgets/forecasts. Performed actual vs. forecast variance analysis weekly* Reconciled and research balance sheet accounts monthly* Assisted in the preparation of month end financial statements* Prepared financial reports and documents as needed for external auditors for mid-year and year-end audit reviews* Prepared weekly analysis of revenue reports for the executive leadership team* Lead analysis/trend with Tableau in expense reporting of sales department presented to senior management* Served as point of contact for all financial/accounting questions within the company as well as for vendors and customers* Participated in accounting software vetting to improve operations and ensured technology was best leveraged to support business needs* Assisted in modified a comprehensive financial reporting package to reflect growing organizational complexity

Staff Accountant

• Jun 2016 - Jul 2018

* Month End/Year End closing processes, including the reconciliation of Balance Sheet accounts, Journal Entries, and the accurate/timely closing of the books monthly* Analyzed financial statements on a monthly basis, including variance analysis, where applicable* Analyzed/track of revenue event* Assisted with the preparation/review of the reporting packages, KPI’s, etc.* Assisted with tax reporting/compliance, payroll, and collection efforts* Processed Accounts Payable and Invoicing* Acted as liaison, between Accounting/Finance and other departments within the organization

Client Experience Coordinator

• Feb 2016 - May 2019

* Lead, coached, and supervised staff to provide excellent customer experiences * Implemented initiatives and strategies related to creating customer experience excellence * Assisted and ensured adherence to staff schedules, based on the operational needs of the store * Assisted in exploring enhanced customer service levels and the initiation of new procedures to improve the customer experience and exceed sales goals * Lead, coached, and supervised staff to provide excellent customer experiences * Implemented initiatives and strategies related to creating customer experience excellence * Assisted and ensured adherence to staff schedules, based on the operational needs of the store * Assisted in exploring enhanced customer service levels and the initiation of new procedures to improve the customer experience and exceed sales goals

Financial Center Client Service Representative

• Jul 2015 - Jun 2016

* Created connections and developed rapport with clients to provide outstanding, personalized service * Connected with clients to understand their top financial priorities and uncovered products and solutions that will benefit them while completing transactions (i.e. preparing cashier’s checks, exchanging foreign currency, depositing and withdrawing money, making payments, performing cash advances etc). * Met sales goals by influencing clients to learn about products/services that will benefit them * Built, developed, and maintained partnerships with teammates and specialists to maximize effectiveness and serve clients * Assisted clients with inquiries and/or problem resolution in a professional and composed manner

Sales Associate

• Mar 2012 - Jan 2015

* Trained in retail operations, merchandising, cashiering, and excellent customer service * Worked to exceed daily and quarterly selling goals by 5% * Helped store pass audit test with 89% compared to falling short of passing in previous years * Decreased theft by 25% by ensuring everything was correctly coded and censored * Quickly resolved customer issues and complaints without having to rely on manager’s assistance * Asked to work during holiday breaks from college due to outstanding customer service skills and superb work results