Experience

Compass Catholic Ministries

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Program Director

  • Jun 2020 - Present



The Catholic Foundation of Central Florida

• United States
• Philanthropy
• 1 - 100 Employee

• Stewardship Director at The Catholic Foundation of Central Florida

  • Mar 2022 - Jul 2022

• Senior Accountant

  • Jun 2019 - Mar 2022

  • Manage daily finances of the Foundation to analyze financial information, summarize financial status and provide efficient operations of organization. Work with various ministries throughout the Diocese to develop fund strategies to meet both current and long-term operational needs. • Perform monthly reconciliation of banks, general ledger accounts, client gift receipts to maintain accurate records and transparency of organization.• Work with CFO and audit firm to ensure compliance with GAAP standards. Maintain organization financial records. Show less



Diocese of Orlando

• United States
• Religious Institutions
• 100 - 200 Employee

• Staff Accountant

  • May 2017 - Jun 2019

  • Emplaced a new 5 step process using Lean Six Sigma methodology, improving monthly payroll reporting process of 58 entities; reducing processing errors by 28%.• Review Statement of Activity to ensure proper booking of activity both for the current month and fiscal year to date. • Prepare monthly financial reports comparing monthly and year-to-date activity with budgeted projections, cash flow analysis, vendor payment detail. • Monitor and improve internal controls for processing weekly bill payments, access to entity bank accounts and employee payroll information. • Perform over monthly reconciliations for all balance sheet accounts totaling over including complex reconciliations for liability accounts. Show less



Zeiders Enterprises, Inc.

• United States
• Individual and Family Services
• 500 - 600 Employee

• Financial Counselor

  • Mar 2014 - Mar 2018

  • Provide short-term counseling to agencies to increase operational readiness and resilience • Analyze financial data to forecast appropriate funding strategies for client financial success • Identify and resolve financial issues with budget and credit management solutions • Provide short-term counseling to agencies to increase operational readiness and resilience • Analyze financial data to forecast appropriate funding strategies for client financial success • Identify and resolve financial issues with budget and credit management solutions



First Command Financial Services, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Nov 2014 - Feb 2017

  • Developed comprehensive financial plan for clients to meet current and long-term goals. Managed current database of clients while establishing community connections to build network of resources while actively recruiting new clients. • Maintained client files with current data to provide weekly performance reconciliation • Reviewed financial statements to compile comprehensive investment reports • Identified market risk factors to develop recommendations for long-range planning • Developed comprehensive financial plan for clients to meet current and long-term goals. Managed current database of clients while establishing community connections to build network of resources while actively recruiting new clients. • Maintained client files with current data to provide weekly performance reconciliation • Reviewed financial statements to compile comprehensive investment reports • Identified market risk factors to develop recommendations for long-range planning



US Army

• United States
• Armed Forces
• 700 & Above Employee

• Financial Counselor

  • Sep 2013 - May 2014

  • Identified measures for individuals to manage their budget and credit needs • Educated clients on skills and techniques to meet short and long-term goals as well as emergencies • Collaborated with community resources to provide financial solutions for service members • Identified measures for individuals to manage their budget and credit needs • Educated clients on skills and techniques to meet short and long-term goals as well as emergencies • Collaborated with community resources to provide financial solutions for service members



Airman and Family Readiness Center

• Armed Forces
• 1 - 100 Employee

• Financial Counselor

  • Nov 2012 - May 2013

  • Counseled service members about their retirement systems and investment planning • Advised individuals on how to develop positive behaviors with regard to credit management • Facilitated financial literacy through effective partnership with community resources • Counseled service members about their retirement systems and investment planning • Advised individuals on how to develop positive behaviors with regard to credit management • Facilitated financial literacy through effective partnership with community resources



U.S. Customs and Border Protection

• United States
• Government Administration
• 700 & Above Employee

• Financial Counselor

  • Jun 2012 - Mar 2013

  • Provided personal budget planning and credit counseling to Agency and employees • Developed and conducted financial presentations to promote the financial success of agents • Educated agents and their families in good financial habits, retirement and estate planning • Provided personal budget planning and credit counseling to Agency and employees • Developed and conducted financial presentations to promote the financial success of agents • Educated agents and their families in good financial habits, retirement and estate planning



H&R Block

• United States
• Retail
• 700 & Above Employee

• Registered Tax Return Preparer

  • Jan 2011 - Apr 2012

  • Provided tax solutions to clients through analysis of key policies and procedures of the IRS • During tax preparation, identified opportunities to offer company products to meet customer need • Educated clients on asset protection, credit counseling, college and retirement planning • Provided tax solutions to clients through analysis of key policies and procedures of the IRS • During tax preparation, identified opportunities to offer company products to meet customer need • Educated clients on asset protection, credit counseling, college and retirement planning