Experience

Surescripts

• United States
• IT Services and IT Consulting
• 500 - 600 Employee

• Principal Revenue Analyst

  • Mar 2023 - Present

• Senior Revenue Analyst

  • Oct 2020 - Mar 2023

  • Execute month-end close procedures including billing, collections, accruals, and balance sheet reconciliations• Primary point of contact for external customer billing inquiries and cross-functional collaboration efforts • Prepare and present monthly CFO sales collections materials• Write ASC 606 technical accounting memos • Manage external audit revenue requests



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Assurance Supervisor

  • Aug 2019 - Oct 2020

  ● Simultaneously trained and managed 8-10 Associates and Senior Associates throughout the planning, fieldwork, and issuance of 31 audits, 21 of which issued SEC Form 1-K reports, for a REIT with approximately $2.5B in managed assets● Managed issuance of additional SEC requirements, including seed filings, post-qualification amendments and Form 1-SA● Served as a main point of contact between client and RSM teams to timely meet regulatory deadlines

• Assurance Senior Associate

  • Oct 2017 - Jul 2019

  ● Trained and managed Associates, reviewed Associate workpapers and coordinated engagement details and economics with clients and RSM managers/partners● Prepared financial statements, supplemental schedules and client audit opinions for standalone audits, REITs, and lessee hotels ● Performed analysis and testing over revenue, accounts receivable, debt and equity balances● Industry Focus: Real Estate (Hospitality, REITs, Private Clubs), Government Contracting

• Assurance Associate

  • Oct 2015 - Sep 2017

  ● Performed client interviews, walkthroughs, and internal control testing for commercial and SEC clients● Completed substantive testing and analysis over cash, accounts payable, expenses and payroll balances ● Industry Focus: Real Estate (Hospitality, Private Clubs), SEC, Government Contracting



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Assurance Intern

  • Jun 2014 - Aug 2014

  ● Performed walkthroughs and preliminary analysis of cash, accounts payable, and payroll expenses ● Performed walkthroughs and preliminary analysis of cash, accounts payable, and payroll expenses



EagleBank

• United States
• Banking
• 300 - 400 Employee

• Intern

  • Jun 2012 - Dec 2013

  ● Assisted with the transfer of original data during the implementation of new Enterprise Resource Management system ● Assisted with the transfer of original data during the implementation of new Enterprise Resource Management system