Experience

Buckeye State Bank
• United States
• Banking
• 1 - 100 Employee
• Chief Financial Officer

  • Sep 2023 - Present


Capitol Square Review and Advisory Board

• United States
• Government Administration
• 1 - 100 Employee

• Assistant Director of Finance and Administration

  • 2022 - Nov 2023

  Oversee company-wide administrative, financial, human resources, and accounting operations, perform internal audits, and address legal issues by cooperating with legal counsel. Lead a team of 65+ individuals and instructed on best practices to streamline all facets of a gift shop, parking garage, food service/catering, and special events and increase overall revenue. Highlights of accomplishments in this role include: •Drafted and presented financial reports/statements for the… Show more Oversee company-wide administrative, financial, human resources, and accounting operations, perform internal audits, and address legal issues by cooperating with legal counsel. Lead a team of 65+ individuals and instructed on best practices to streamline all facets of a gift shop, parking garage, food service/catering, and special events and increase overall revenue. Highlights of accomplishments in this role include: •Drafted and presented financial reports/statements for the Executive Director and the Board, wrote budget language and testimony, and created and implemented administrative policies to optimize operational endeavors. •Negotiated new budgets with the House and Senate, allocated $25MM capital and $17MM operating budgets, and devised strategic plans to achieve profitable operations within the company. •Restructured organizational processes and trained staff members on the latest tools and technologies to exceed performance metrics. Show less



Ohio Department of Mental Health & Addiction Services

• United States
• Mental Health Care
• 300 - 400 Employee

• Chief Financial Officer

  • May 2022 - Nov 2022

  Steered all aspects of budgeting, purchasing, accounts payable, accounts receivable, and audit management and prepared monthly, quarterly, and annual financial statements with a keen focus on accuracy.
  Highlights of accomplishments in this role include:
  •Coordinated all operations about asset management, travel, agency payment card program, and Community Funding (SAMHSA Grants) to improve the agency’s financial health.
  •Developed and executed a $1.6B budget in four… Show more Steered all aspects of budgeting, purchasing, accounts payable, accounts receivable, and audit management and prepared monthly, quarterly, and annual financial statements with a keen focus on accuracy.
  Highlights of accomplishments in this role include:
  •Coordinated all operations about asset management, travel, agency payment card program, and Community Funding (SAMHSA Grants) to improve the agency’s financial health.
  •Developed and executed a $1.6B budget in four months and guided and mentored a budget team of eight professionals on state/government budget processes. Show less

• External Audit Manager, Community Monitoring

  • 2021 - 2022

  Columbus, Ohio, United States Piloted a cross-functional team of 13 and designed new policies and procedures to strengthen internal controls and sustain compliance with State, Federal, statutory, regulatory, and agency standards. Highlights of accomplishments in this role include: •Directed and certified the timely completion of special projects by eliminating major risks, outlining Plans of Correction (POCs), and orchestrating on-site financial and compliance reviews. •Fulfilled contractual and fiscal monitoring… Show more Piloted a cross-functional team of 13 and designed new policies and procedures to strengthen internal controls and sustain compliance with State, Federal, statutory, regulatory, and agency standards. Highlights of accomplishments in this role include: •Directed and certified the timely completion of special projects by eliminating major risks, outlining Plans of Correction (POCs), and orchestrating on-site financial and compliance reviews. •Fulfilled contractual and fiscal monitoring and reporting requirements by collaborating with the senior leadership team. Show less



Veeva Systems

• India
• Software Development
• 1 - 100 Employee

• Revenue / Bookings Analyst

  • Apr 2019 - Mar 2021

  Examined revenue sources following defined revenue systems guidelines and applied profit growth plans by partnering with sales representatives. Contributed to enhancing bottom-line growth by creating monthly, quarterly, and annual close reports and managing reconciliations for C-level executives. •Introduced revenue collection/recognition processes and grew the sales and order pipeline by utilizing resource planning tools and maintaining 100% GAAP compliance. •Elevated work productivity… Show more Examined revenue sources following defined revenue systems guidelines and applied profit growth plans by partnering with sales representatives. Contributed to enhancing bottom-line growth by creating monthly, quarterly, and annual close reports and managing reconciliations for C-level executives. •Introduced revenue collection/recognition processes and grew the sales and order pipeline by utilizing resource planning tools and maintaining 100% GAAP compliance. •Elevated work productivity and promotion rate by 25%, evaluated the company’s financial health, and strategized growth-maximization plans, boosting organizational success and profitability by 20%. Show less



Washington Prime Group Inc.

• Real Estate
• 500 - 600 Employee

• SR Internal Auditor

  • 2021 - 2021

  Columbus, OH, United States Planned and carried out internal and revenue audits to assist the senior management team in regulating day-to-day activities. Highlights of accomplishments in this role include: •Verified a seamless flow of financial management progression by categorizing and eradicating fiscal issues. •Drove profitability by 25% by designing and launching audit strategies and conducting annual risk assessments.



Dawn Foods Global

• United States
• Food and Beverage Manufacturing
• 700 & Above Employee

• Credit Risk Analyst

  • 2016 - 2019

  Investigated the creditworthiness of clients and credit recovery applications of various customers by collecting, compiling, and analyzing financial information, such as credit bureau reports, income, savings, and investments history. Highlights of accomplishments in this role include: •Formulated new policies for bad debt collection and write-offs and trained 18 credit risk analysts on new processes, decreasing bad debt and increasing account receivables collections by 75%. •Grew the… Show more Investigated the creditworthiness of clients and credit recovery applications of various customers by collecting, compiling, and analyzing financial information, such as credit bureau reports, income, savings, and investments history. Highlights of accomplishments in this role include: •Formulated new policies for bad debt collection and write-offs and trained 18 credit risk analysts on new processes, decreasing bad debt and increasing account receivables collections by 75%. •Grew the additional revenue and bottom line by 50% through strategic client engagement and credit collection. Show less


Michigan Army National Guard
• United States
• Armed Forces
• 300 - 400 Employee
• Soldier

  • Aug 2006 - Jul 2016


University of Michigan

• United States
• Higher Education
• 700 & Above Employee

• Financial Analyst Manager / Internal Controls Coordinator

  • 2015 - 2016

  Ann Arbor, Michigan, United States Headed purchasing and accounting functions and redesigned the entire internal controls process to facilitate 2K student life organizations. Delivered insights to uplift the efficiency of financial and internal control processes and fiscal procedures while crafting annual reports. Highlights of accomplishments in this role include: •Minimized financial risk by 90% by implementing audits as a part of the audit rotation. •Managed student life purchases valued at $10K+ to increase… Show more Headed purchasing and accounting functions and redesigned the entire internal controls process to facilitate 2K student life organizations. Delivered insights to uplift the efficiency of financial and internal control processes and fiscal procedures while crafting annual reports. Highlights of accomplishments in this role include: •Minimized financial risk by 90% by implementing audits as a part of the audit rotation. •Managed student life purchases valued at $10K+ to increase purchasing and accounts payable for 2K organizations. •Prepared comprehensive monthly and quarterly financial reports for executives and provided strategic direction to achieve key metrics and capture new opportunities, minimizing liabilities by 10%. Show less



United States Department of Defense

• Armed Forces
• 1 - 100 Employee

• Budget/Program Officer

  • 2012 - 2015

  Organized training sessions for a team of 20 employees to meet the internal organizational deadlines for information analysis and budget estimations. Educated department personnel on operating procedures, DA, NGB, and DFAS regulations, and specific financial rules, such as DFAS-IN 37-100, DFAS-IN 37-1, AR 37-1, DoD Financial Management Regulations, and Joint Travel Regulations to drive overall productivity. Highlights of accomplishments in this role include: •Established and implemented a… Show more Organized training sessions for a team of 20 employees to meet the internal organizational deadlines for information analysis and budget estimations. Educated department personnel on operating procedures, DA, NGB, and DFAS regulations, and specific financial rules, such as DFAS-IN 37-100, DFAS-IN 37-1, AR 37-1, DoD Financial Management Regulations, and Joint Travel Regulations to drive overall productivity. Highlights of accomplishments in this role include: •Established and implemented a $3.2M budget to improve financial stability and resource allocation. •Carried out monthly account reconciliations that resulted in outperforming 30 Government Credit Card users.

• Financial Services Manager

  • 2009 - 2012

  Delegated Soldiers’ Active-Duty Operational Support Orders (ADOS) for payment processing, ensuring timely transactions and proper management control. I authorized Government credit card payments for purchase orders for all of the Michigan National Guard (MING) and its units, establishing a streamlined payment processing system. I processed travel vouchers for payment in the Defense Travel System per the published and accepted guidelines of the Department of Defense (DOD) / National Guard (NG)/… Show more Delegated Soldiers’ Active-Duty Operational Support Orders (ADOS) for payment processing, ensuring timely transactions and proper management control. I authorized Government credit card payments for purchase orders for all of the Michigan National Guard (MING) and its units, establishing a streamlined payment processing system. I processed travel vouchers for payment in the Defense Travel System per the published and accepted guidelines of the Department of Defense (DOD) / National Guard (NG)/ and MING, ensuring 100% compliance and quality adherence. I advised management on Joint Federal Travel Regulations (JFTR) and Joint Travel Regulations (JTR) in regard to Defense Travel System inquiries, interpreting regulations, and making recommendations to improve the execution of current policies and procedures to my supervisors and superiors.

• Public Affairs Specialist

  • 2006 - 2009

  Lansing, Michigan, United States

• Personnel Service Specialist

  • 2006 - 2008