Experience

Invesco Ltd.

• United States
• Financial Services
• 700 & Above Employee

• INREIT Senior Accountant

  • Oct 2022 - Present



Moss Adams

• United States
• Accounting
• 700 & Above Employee

• Assurance Staff

  • Nov 2017 - Present

  Hein combined with Moss Adams• Assisting with the completion of audit engagements.• Learning and having thorough knowledge of the Client’s business and related needs.• Preparing financial statements, and management letters in accordance with professional and Firm standards.

• Assurance Senior

  • Jul 2019 - Oct 2022

  • Manage personnel on engagements. This includes staffing, training, and review of work performed by colleagues on my team. On average I manage 2-3 engagement simultaneous. • Budgeting and planning for engagements. Setting realistic realization goals and coordinating timing for engagement completion. • Identifying risk on a per client basis in order to develop the proper auditing approach needed to obtain the desired level of assurance• Researching accounting guidance to problem solve complex transactions• Financial statement preparation including any required financial disclosures.

• Assurance Senior

  • Jun 2019 - Oct 2022



Hein & Associates

• United States
• Accounting
• 1 - 100 Employee

• Auditor

  • Jan 2015 - Nov 2017

  • Assisting with the completion of audit engagements. • Learning and having thorough knowledge of the Client’s business and related needs. • Preparing financial statements, and management letters in accordance with professional and Firm standards. • Assisting with the completion of audit engagements. • Learning and having thorough knowledge of the Client’s business and related needs. • Preparing financial statements, and management letters in accordance with professional and Firm standards.



Hyundai Capital

• Plano, Texas

• Credit Analyst I

  • Oct 2013 - Dec 2014

  • Purchase of sales finance contracts from franchise automobile dealerships. • Review and make appropriate decisions on loan applications which meet acceptable underwriting standards • Balance the demands of Production, Sales Support, Risk, and Quality Assurance • Purchase of sales finance contracts from franchise automobile dealerships. • Review and make appropriate decisions on loan applications which meet acceptable underwriting standards • Balance the demands of Production, Sales Support, Risk, and Quality Assurance



Aries Cleaning Company

• Area Manager

  • Aug 2012 - Jun 2013

  • In charge of quality assurance for night time cleaning crews in 6 buildings in north Dallas • Performed other services like carpet cleaning, bathroom floor cleaning, and floor stripping and waxing per client’s request. • Created invoices using Excel bi-weekly at the end of the pay period to receive payment from our clients • In charge of quality assurance for night time cleaning crews in 6 buildings in north Dallas • Performed other services like carpet cleaning, bathroom floor cleaning, and floor stripping and waxing per client’s request. • Created invoices using Excel bi-weekly at the end of the pay period to receive payment from our clients



Santa Fe Auto Insurance

• Insurance
• 1 - 100 Employee

• Claims Representative

  • Mar 2011 - Apr 2012

  • Received inbound calls to open new claims or to provide info regarding existing claims. • On average took around 40 calls per day • Made outbound calls to obtain missing info needed on claims. • Maintained a 95% average quality assurance rating for our weekly performance goals • Received inbound calls to open new claims or to provide info regarding existing claims. • On average took around 40 calls per day • Made outbound calls to obtain missing info needed on claims. • Maintained a 95% average quality assurance rating for our weekly performance goals



A to Z Call Center

• Carrollton, Tx

• First Party Collections

  • Mar 2010 - Aug 2011

  • Received inbound calls and made outbound calls to attempt to collect debts for various cable companies on accounts 30 to 120 days delinquent • Took on average around 80 calls per day • Maintained a 90% overall average for our monthly performance goals in dollar amount collected and quality assurance • Made payment plan arrangements with clients adhering to company policy • Received inbound calls and made outbound calls to attempt to collect debts for various cable companies on accounts 30 to 120 days delinquent • Took on average around 80 calls per day • Maintained a 90% overall average for our monthly performance goals in dollar amount collected and quality assurance • Made payment plan arrangements with clients adhering to company policy