Senior Manager Finance & Channel Finance

• Feb 2023 - Present

Manager of Finance

• Sep 2021 - Mar 2023

Prepare multi-statement models to project future earnings and cash-flows from external parties. Design and implement processes that ensure proper financial reporting by automatically reconciling to the general ledger. Create SQL queries to pull financial and managerial data in order to calculate proper inputs into forecasting models. Prepare multi-statement models to project future earnings and cash-flows from external parties. Design and implement processes that ensure proper financial reporting by automatically reconciling to the general ledger. Create SQL queries to pull financial and managerial data in order to calculate proper inputs into forecasting models.

Senior Financial Analyst

• Apr 2021 - Sep 2021

Act as a liaison between the Sales, Operations, and Accounting departments for the Aggregates division. Forecast the future cash-flows of both short term and long term investment opportunities. Create presentations for C-Suite level executives regarding financial performance, risks of business interruption, their respective remedies, and on other as-hoc analyses. Act as a liaison between the Sales, Operations, and Accounting departments for the Aggregates division. Forecast the future cash-flows of both short term and long term investment opportunities. Create presentations for C-Suite level executives regarding financial performance, risks of business interruption, their respective remedies, and on other as-hoc analyses.

Senior Financial Analyst / Interim Director of Analytics

• Oct 2019 - Apr 2021

Interim Director of Analytics : Calculate financial and non-financial KPI’s used in external reporting filings such as 10-Q, 10-K, and earnings releases. Provide clarity to management by creating “tagging” processes in which all similar transactions can be aggregated. Translate data into telling stories to contribute to the Company’s narrative during public events such as investor meetings and earnings calls. Act as “point-person” for reporting needs : create and update balance sheets and income statements for both internal and external purposes. Support all departments by providing insights and holding training sessions to ensure symmetric information across the company : - Create a tiered pricing system for all revenue generating departments. - Put in place an SOP for calculating commissions for our US entity. - Expand the use of SQL, Microsoft Power BI, and other efficient data querying and visualization tools. Show less

Financial Analyst & Controller

• Nov 2018 - Oct 2019

Take on the responsibility of controller for Offset Paperback Manufacturers And Digital Printing Services in Dallas, PA after 3 months. Enhance the calculation for revenue and expense accruals, work in process, and other accounting values through the use of SQL and advanced excel formulas. Translate financials between both IFRS and GAAP to ensure proper audit readiness. Put in place processes such as supervisory overrides that mitigate risk exposure to the company. Consolidate three additional subsidiaries and their related financial statements and calculated KPI into a reporting package provided to management. Report all financials to our parent subsidiary through SAP financial consolidation. Hold and lead calls with other controllers to ensure uniform processes during consolidation. Manage and enrich 5 additional accounting personnel by ensuring proper training, approving journal entries, and providing support wherever possible. Trace down flaws and bottlenecks in the manufacturing process through getting trained by personnel and personally transforming raw goods into a finished product. Achievements : - Provide the possibility of extraordinary savings by being the first calculate a dollar value for our unnecessary spoilage. - Personally recognized by the CEO for my time, effort, and dedication. Show less

Junior Financial Analyst

• Jan 2018 - Nov 2018

Run side by side tests of payroll systems to determine variances and discrepancies. Organize 500,000+ excel data entries daily to analyze payroll information by using functions such as Pivot Tables and VLookup. Locate variances between payroll systems as a new system is introduced to ensure local, state, and federal law compliance. Locate the discrepancies between payroll systems through investigation, calculations, and documentation. Create new processes alongside tax accountants to accurately report information that supersede the previous process in order to increase efficiency and consistency. Show less

Lead Teller Operations Specialist

• Jan 2016 - Dec 2017

Schedule and perform audits to be performed on all cash entities in the branch including Employees and Vault. Validate check negotiability while processing different transactions and providing extraordinary customer service. Research transactions from prior years to reconcile variances between expected balance and actual balance. Enhanced the operational risk application to capture regulatory findings from agencies such as SEC and OCC. Executed wire transfers, stop payments and account transfers. Established key procedures for teams preparing documentation, models, and presentations. Coordinated daily cash reconciliation at a high-volume location. Show less