Experience

EAGLE.bank

• United States
• Banking
• 1 - 100 Employee

• Commercial Loan Officer

  • Apr 2019 - Present

  · One of two commercial lenders managing bank's commercial portfolio · Achieved over 100% of 2022 annual loan production goal through July of 2022. · Achieved over 185% of annual loan production goal in fiscal year 2021. · One of two lenders generating over 125% of new loan production team goal throughout fiscal year 2020, much of which came through newly create PPP program. · Increased commercial portfolio size by nearly 44% since calendar year end 2020. · Implemented various… Show more · One of two commercial lenders managing bank's commercial portfolio · Achieved over 100% of 2022 annual loan production goal through July of 2022. · Achieved over 185% of annual loan production goal in fiscal year 2021. · One of two lenders generating over 125% of new loan production team goal throughout fiscal year 2020, much of which came through newly create PPP program. · Increased commercial portfolio size by nearly 44% since calendar year end 2020. · Implemented various processes and standardized Board reports with bank management. · Experience spreading financial statements and creating full underwriting credit memos ensuring new loans meet bank’s metrics requirements per lending policies. · Asset Liability Committee Member tasked with managing financial performance of the bank. · Responsible for assisting VP of Commercial Lending in loan policy review. Show less · One of two commercial lenders managing bank's commercial portfolio · Achieved over 100% of 2022 annual loan production goal through July of 2022. · Achieved over 185% of annual loan production goal in fiscal year 2021. · One of two lenders generating over 125% of new loan production team goal throughout fiscal year 2020, much of which came through newly create PPP program. · Increased commercial portfolio size by nearly 44% since calendar year end 2020. · Implemented various… Show more · One of two commercial lenders managing bank's commercial portfolio · Achieved over 100% of 2022 annual loan production goal through July of 2022. · Achieved over 185% of annual loan production goal in fiscal year 2021. · One of two lenders generating over 125% of new loan production team goal throughout fiscal year 2020, much of which came through newly create PPP program. · Increased commercial portfolio size by nearly 44% since calendar year end 2020. · Implemented various processes and standardized Board reports with bank management. · Experience spreading financial statements and creating full underwriting credit memos ensuring new loans meet bank’s metrics requirements per lending policies. · Asset Liability Committee Member tasked with managing financial performance of the bank. · Responsible for assisting VP of Commercial Lending in loan policy review. Show less



Univision Communications Inc.

• United States
• Telecommunications
• 1 - 100 Employee

• Senior Manager, Digital FP&A

  • Jan 2016 - Oct 2018

  · Lead team of three dedicated analysts responsible for managing all shared services across vertical business units totaling +$125M annual operating expense base and +$10M annual capital expenditure base. Accountable for full expense cycle including monthly forecasting and closing, monthly GM pacing reviews, annual budgeting, and four-year long-range planning while identifying financial risks and opportunities. · Principal modelling expert tasked with new matrix inception and creation… Show more · Lead team of three dedicated analysts responsible for managing all shared services across vertical business units totaling +$125M annual operating expense base and +$10M annual capital expenditure base. Accountable for full expense cycle including monthly forecasting and closing, monthly GM pacing reviews, annual budgeting, and four-year long-range planning while identifying financial risks and opportunities. · Principal modelling expert tasked with new matrix inception and creation, acquisition integration, and implementation of standardized working files across team in New York, Miami, and Chicago. Primary digital finance lead during Oracle PBCS integration responsible for migration of new tool into existing models. · Lead support of Digital CFO and Corporate SVP of Finance consolidating digital P&L and variance explanations across finance team of 15 during close, estimate, and long-range planning as well as orchestrating ad hoc requests. · Drive efficiency by spearheading over 10 projects including overhauls of digital payroll, GAAP compliant internal headcount capitalization, monthly variance reporting to corporate, and monthly variance reporting to finance leadership. · One of only 3% of company employees to receive a perfect rating during annual review Show less · Lead team of three dedicated analysts responsible for managing all shared services across vertical business units totaling +$125M annual operating expense base and +$10M annual capital expenditure base. Accountable for full expense cycle including monthly forecasting and closing, monthly GM pacing reviews, annual budgeting, and four-year long-range planning while identifying financial risks and opportunities. · Principal modelling expert tasked with new matrix inception and creation… Show more · Lead team of three dedicated analysts responsible for managing all shared services across vertical business units totaling +$125M annual operating expense base and +$10M annual capital expenditure base. Accountable for full expense cycle including monthly forecasting and closing, monthly GM pacing reviews, annual budgeting, and four-year long-range planning while identifying financial risks and opportunities. · Principal modelling expert tasked with new matrix inception and creation, acquisition integration, and implementation of standardized working files across team in New York, Miami, and Chicago. Primary digital finance lead during Oracle PBCS integration responsible for migration of new tool into existing models. · Lead support of Digital CFO and Corporate SVP of Finance consolidating digital P&L and variance explanations across finance team of 15 during close, estimate, and long-range planning as well as orchestrating ad hoc requests. · Drive efficiency by spearheading over 10 projects including overhauls of digital payroll, GAAP compliant internal headcount capitalization, monthly variance reporting to corporate, and monthly variance reporting to finance leadership. · One of only 3% of company employees to receive a perfect rating during annual review Show less



Louis Vuitton

• France
• Retail Luxury Goods and Jewelry
• 700 & Above Employee

• Accountant

  • Oct 2014 - Dec 2015

  · Responsible for US financial close, booking monthly journal entries and account analysis · Managed US CAPEX from project creation through placing in service · Formalized 2016 rental budget according to lease terms · Forecasted new store opening project budgets and completion in conjunction with store planning · Spearheaded development and implementation of six new processes using Microsoft Excel VBA which maximized accuracy and reduced reporting time · Administered monthly cost… Show more · Responsible for US financial close, booking monthly journal entries and account analysis · Managed US CAPEX from project creation through placing in service · Formalized 2016 rental budget according to lease terms · Forecasted new store opening project budgets and completion in conjunction with store planning · Spearheaded development and implementation of six new processes using Microsoft Excel VBA which maximized accuracy and reduced reporting time · Administered monthly cost savings report to six regional directors and senior finance personnel Show less · Responsible for US financial close, booking monthly journal entries and account analysis · Managed US CAPEX from project creation through placing in service · Formalized 2016 rental budget according to lease terms · Forecasted new store opening project budgets and completion in conjunction with store planning · Spearheaded development and implementation of six new processes using Microsoft Excel VBA which maximized accuracy and reduced reporting time · Administered monthly cost… Show more · Responsible for US financial close, booking monthly journal entries and account analysis · Managed US CAPEX from project creation through placing in service · Formalized 2016 rental budget according to lease terms · Forecasted new store opening project budgets and completion in conjunction with store planning · Spearheaded development and implementation of six new processes using Microsoft Excel VBA which maximized accuracy and reduced reporting time · Administered monthly cost savings report to six regional directors and senior finance personnel Show less



Cintas

• United States
• Facilities Services
• 700 & Above Employee

• Staff Accountant

  • Apr 2013 - Sep 2014

  · Served as finance contact for 13 locations throughout the Great Lakes and Northeast regions, and managed and analyzed monthly forecast and P&L for designated locations · Maintained balance sheet for all locations, including balance sheet review and analysis three times per year · Performed internal location audits to ensure compliance with GAAP and internal company policies · Developed and implemented four new automated processes as a member of the audit goal team and automated… Show more · Served as finance contact for 13 locations throughout the Great Lakes and Northeast regions, and managed and analyzed monthly forecast and P&L for designated locations · Maintained balance sheet for all locations, including balance sheet review and analysis three times per year · Performed internal location audits to ensure compliance with GAAP and internal company policies · Developed and implemented four new automated processes as a member of the audit goal team and automated three departmental reports using Excel to improve efficiency and consistency Show less · Served as finance contact for 13 locations throughout the Great Lakes and Northeast regions, and managed and analyzed monthly forecast and P&L for designated locations · Maintained balance sheet for all locations, including balance sheet review and analysis three times per year · Performed internal location audits to ensure compliance with GAAP and internal company policies · Developed and implemented four new automated processes as a member of the audit goal team and automated… Show more · Served as finance contact for 13 locations throughout the Great Lakes and Northeast regions, and managed and analyzed monthly forecast and P&L for designated locations · Maintained balance sheet for all locations, including balance sheet review and analysis three times per year · Performed internal location audits to ensure compliance with GAAP and internal company policies · Developed and implemented four new automated processes as a member of the audit goal team and automated three departmental reports using Excel to improve efficiency and consistency Show less



Quest Diagnostics Healthcare IT Solutions (formerly MedPlus)

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Accounting Coordinator II

  • Dec 2011 - Apr 2013

  · Monthly sales forecast and revenue recognition according to contract terms · Consistently tracked annual revenue of +$20M while interfacing with key stakeholders · Continually improved longstanding internal processes in partnership with department directors

• Accounting Intern

  • Feb 2011 - Dec 2011