Experience

PolyCon Solutions

• United States
• Business Consulting and Services

• Financial Analyst

  • May 2022 - Present

  Provide financial management and analytical assistance to analyze, resolve, and track budgetary and other financial issues to support the Federal Aviation Administration Assist in the preparation of budget and financial plans Assist in interpreting budget and financial guidance Assist with invoice reviews, validations, and acceptances Develop monthly financial reports as needed Review and coordinate funding actions with Program Managers, Business Managers, Contracting Officers etc Prepare program funding documentation as required , I.e., Procurement Requisitions (PR), Requisitions for Inter-Agency Agreements (IAA), Program Authorization (PA) funds transfer request, etc Monitor the approval process for all assigned procurement requests to ensure timely commitment, obligation, and award Perform reconciliation of program funding and obligations Develop new or maintain existing MS Excel spreadsheets to support financial tracking Assist in coordinating travel budgets and expenditures; perform travel tracking and reporting Show less


Intellectual Property Owners Association (IPO)
• United States
• Government Relations Services
• 1 - 100 Employee
• Finance Manager

  • Oct 2022 - Jun 2023


Allied Universal

• United States
• Professional Services
• 700 & Above Employee

• Staff Accountant

  • Aug 2019 - May 2022

  • General ledger posting in accounting system • Processing AP, AP, Payroll, Bank Reconciliations, Month end process & Financial Statements • Customer Invoicing and collection, including maintaining customer records, tracking and resolving outstanding payment issues and forecasting collections. • Preparation of monthly balance sheet account reconciliations and analyses • Assisting in coordination and preparation for year-end audit • Processing Expense Reports • Assisting with other tasks and special projects assigned by the Accounting Manager • Handled financial payouts between company and clients. • Approved Incentive Bonus, client request bonus, reimbursements, and vacation payout. Show less



McAdam Financial

• United States
• Financial Services
• 200 - 300 Employee

• Financial Consultant

  • Jun 2018 - Sep 2019

  • Financial consultant position which includes comprehensive financial planning, marketing techniques, consultative selling, client service, and regulatory compliance. • Account Management • Financial Forecasting • Tax planning • Worked with individuals at Big 4 accounting companies • Held meetings with individuals regarding how to maximize their company benefits and outside accounts for retirement, tax planning, and education planning. • Holds Life and Health Certification. Currently studying for Series 65 Certification. Show less