Experience

Utility Tree Service

• United States
• Utilities
• 1 - 100 Employee

• Business Analyst

  • Jun 2022 - Aug 2022

  ● Create dashboard and financial reports using PowerBI to increase awareness in the company’s accounts receivables, work point completions on a monthly/yearly basis, and other miscellaneous expense reports. ● Collaborate with Project Manager and Vice President to help automate systems such as payroll and generate reports to visualize data in meetings with contractors. ● Assist the accounting department by streamlining processes and increase efficiency when invoicing contractors for… Show more ● Create dashboard and financial reports using PowerBI to increase awareness in the company’s accounts receivables, work point completions on a monthly/yearly basis, and other miscellaneous expense reports. ● Collaborate with Project Manager and Vice President to help automate systems such as payroll and generate reports to visualize data in meetings with contractors. ● Assist the accounting department by streamlining processes and increase efficiency when invoicing contractors for payment which helped the company receive over $15 million of unrealized receivable from 2021 to present Show less



PwC

• Professional Services
• 700 & Above Employee

• Anti-Money Laundering Analyst

  • Aug 2021 - Mar 2022

  ●Prepare detailed alert narratives for AML management to understand the transactions on an account and whether it aligns with the expected activity. ● Identify suspicious and/or fraudulent activities by triangulating prior transactional customer records, external data, and publicly-available information. ● Conduct technical analyses to detect trends and patterns in transactions between multiple parties. ● Implement new and upcoming alert scenarios for different types of transactions



Keystone Pacific Property Management

• United States
• Real Estate
• 100 - 200 Employee

• Accounting Coordinator

  • Jan 2021 - Aug 2021

  Irvine, California, United States •Managed posting and reconciliation of daily cash receipts, security deposits, wire transfers, ACH deposits, and lockbox receipts to general ledger •Analyze accounting records to configure Caliber software based off Clients needs •Work closely with staff accountant, escrow, and A/R team members to coordinate new account transitions including invoices, manual checks, vendor refunds, and voided checks. •Responsible for handling ACH program, includes creating and auditing main ACH file… Show more •Managed posting and reconciliation of daily cash receipts, security deposits, wire transfers, ACH deposits, and lockbox receipts to general ledger •Analyze accounting records to configure Caliber software based off Clients needs •Work closely with staff accountant, escrow, and A/R team members to coordinate new account transitions including invoices, manual checks, vendor refunds, and voided checks. •Responsible for handling ACH program, includes creating and auditing main ACH file and maintaining online payment reports and returns. Show less