Manager

• Aug 2019 - Present

Staff Accountant

• Jul 2015 - Jul 2019

• Corporate, Partnership, Fiduciary and Individual Tax • Financial Statement, Venture Capital Firm and 401(k) Audit• Tax Research• Tax Planning• Income tax examination (IRS & FTB Discrepancy Resolution)

Graduate Assistant

• Sep 2013 - Dec 2014

Awarded graduate assistantship in the College of Business and Economics, Graduate Programs Office while completing my MBA full time. Performed varying and diverse projects for the Associate Dean, Director of Recruitment and Admissions, Director and Assistant Director of Student Affairs, and Communications Specialist. • Executed several projects concurrently with conflicting deadlines. • Expedited smooth transition during implementation of new recruiting process. • Directed Research Assistant Program, facilitating the application process and aligning faculty member with student researcher • Assembled and administered course evaluations to students for project management and corporate entrepreneurship courses. Sought and achieved increased participation by students. • Assessed and analyzed competing MBA programs. Show less

Accounting Specialist Intern, Accounting Clerk

• Jun 2012 - Aug 2013

Originally hired for a 3-month summer internship which was later extended to regular employment. Worked directly with the CFO, Accounting Manager, Specialists, and Clerk to secure the daily and monthly success of the accounting department. • Achieved increased efficiency via streamline of accounts payable process. • Partnered with Accounting Manager in completion of monthly close procedures. • Controlled general account and ATM change fund reconciliations. • Completed daily audits of payroll, branch change funds, share drafts, ACH, charge-off recovery, cash over/short, wire and check register accounts. • Headed the stale-dated checks process. • Audited charge-off loan accounts, interpreting their reasons for delinquency • Fulfilled product specialist role in indirect lending department, funding automobile loans. Show less

Head Cashier

• Jan 2011 - May 2012

Supervisory role coordinating productivity of the front end (cashiers, commercial services, and customer service desk). Ensured efficient, effective operational flow and customer service with the front end team, daily. • Coached, mentored and monitored front-end team.• Created and operated daily break, lunch and loader schedule• Collaborated with whole store team to produce best-in-market of “My Lowe’s” (customer loyalty program) in its first year.• Inspired and motivated associates on new programs within store.• Resolved any customer complaints, employee disputes, and physical perimeter emergencies• Completed opening and closing store procedures Show less

Receiving Clerk

• Oct 2009 - Jan 2011

• Participated in and enabled mass-receiving during opening of new store (Received all product to fill entire store).• Oversaw all incoming/outgoing purchase orders, appointment scheduling, receiving discrepancies, receiving reports and department internal audit.• Trained receiving manager and associates on department procedures.• Collaborated with sales floor departments in organization, storing, and retrieval of store inventory.• Headed receiving order management and electronic due file (special orders and "pick up laters" owed to customers), achieving inventory control, customer satisfaction and optimal organization of department. Show less

Assistant Store Manager

• Nov 2005 - Aug 2008

Excelled in Assistant Store Manager (ASM) role without prior experience in position or company. Executed hands-on learning, training and performance. Assumed initial role of Zone 1 ASM, in charge of Electrical and Plumbing department, department managers, team leads and associates. Later, promoted to Administrative ASM, in charge of the front end, customer service, admin, cash office and store operational reviews. • Third-in-command of store overseeing 200+ associates, directly fostered 2 department managers and 20+ direct reports • Scrutinized total store expenses and budget, monthly and annually. • Drastically improved failing store Pricing, Receiving, Front End, Inventory Replenishment Process, Delivery and Cash Control operational reviews. Sustained scores above passing for duration of position as Admin ASM. • Cultivated and mentored high-performance teams in merchandising, sales and Lowe's culture. • Interviewed, selected and secured best-fit candidates for store positions. Performed mass-hiring prior to opening of new store. • Opened store in new market, inclusive of setting up the steel racks, hiring new employees, running mass receiving, welcoming our first customers on grand opening day and ensuring the success of the stores thereafter. Show less