Experience

WestStar Bank

• United States
• Banking
• 100 - 200 Employee

• Assistant Vice President - Accounting Manager

  • Jan 2023 - Present

• Accounting Manager

  • May 2021 - Present

• Senior Accounting Associate

  • Feb 2017 - Apr 2021



Whitewater Stategies, Inc.

• Greater Philadelphia Area

• Revenue Accounting Consultant (Monroe Energy, a subsidiary of Delta Airlines)

  • Jul 2012 - Mar 2014

  • Initiated the establishment of the Revenue & Inventory Department. • Interviewed, hired and trained revenue department staff. • Coordinated testing and system implementation of SRA (Solarc/RightAngle); conducted and reviewed testing results in SRA and SAP system interface prior to “go live”. • Reviewed sale and purchase contracts in the system to ensure matching pricing and payment terms for accurate invoicing & payment. • Established departmental work procedures and generated desktop procedures for various tasks within the department. • Implemented staff cross-training to enhance teamwork and productivity. • Facilitated internal and external audits ensuring adherence to GAAP and compliance with the laws and statutory regulations. • Generated monthly reports; revenue forecast, sales, accounts receivable, and other ad-hoc reports as needed. • Facilitated the initial setup of payroll & benefits in the payroll system. • Troubleshot and resolved issues with accounting system with IT staff. Show less



Western Refining

• United States
• Oil and Gas
• 400 - 500 Employee

• Billing Manager

  • Oct 2008 - Apr 2012

  •Assisted in gathering financial data for SEC in the acquisition of Giant Industries.•Instrumental in the merger of two billing departments.• Streamlined the billing processes to maximize efficiency • Managed the implementation and integration of the new accounting system (JD Edwards)• Responsible for designing, implementing and enforcing policies and procedures, as well as streamlining effective billing processes across multiple business units in multiple states.• Trained and supervised billing analysts and supervisors on the billing processes, price checks, and account reconciliations• Reviewed sales and revenue reports• Responsible for monthly close for the billing department. • Compiled weekly and monthly reports for management to assist with gross profit tracking and projections.• Reconciled monthly inter-company sales and purchases.• Generated and reviewed monthly and annual governmental reports for Department of Energy – EIA -782A & 782C, EIA821 Show less

• Billing Supervisor

  • Dec 2005 - Sep 2008

  • Supervised employees on daily processing of all product deliveries by invoicing customers in a timely and accurate manner. • Planned, coordinated, and directed the daily invoicing process of all product deliveries in an accurate, efficient and timely manner.• Provided inventory control through the invoicing process, ran reports for management and completed month end close for all product billing.• Reconciled the fluctuation of product inventory, receipts & distribution.• Assisted inventory and accounts payable with terminal reconciliations and corrections and helped make timely adjusting entries. Interfaced with other departments in researching and resolving discrepancies. Show less



Yazaki North America

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Financial Analyst

  • Apr 2003 - Dec 2005

  • Executed financial analysis of financial performance and business operation of an automotive components manufacturing company in the US and its Mexican operations.• Evaluated short term and long term investment plan and budgets.• Streamlined monthly inventory processes for more timely and efficient reporting.• Structured system report setup to provide better use of the current automated technology.• Produced monthly and annual reports on company-wide cost reduction initiative trends.• Modified and coordinated accounting systems and accounting control procedures to enhance efficiency and reduce data retrieval time.• Assisted the Finance Director in budget development, planning, and other company financial projects.• Demonstrated ability to work effectively with others within a complex, fast paced organization. Show less

• Accounts Receivable/Billing & Collection

  • Jul 1997 - Mar 2003

  • Coordinated all accounts receivable functions as well as several general ledger duties. • Processed and reviewed monthly Sales Reports and Statement of Accounts.• Facilitated setting up and processing of JD Edwards Financial reports and other supplemental reports.• Prepared A/R and bank memo journal entries at month end. • Prepared accrual journal entries of US custom duties and other A/R accounts as necessary at fiscal year end.• Reconciled A/R accounts to the financial statements.• Received an “Associate of the Month” award for the entire Yazaki North America Branch in July 2001 for outstanding performance. Show less