Experience

A Second Chance, Inc.

• United States
• Individual and Family Services
• 100 - 200 Employee

• Managing Director of Fiscal

  • Oct 2021 - Present

• Accountant

  • Oct 2019 - Oct 2021



Rivers Casino Pittsburgh

• United States
• Hospitality
• 500 - 600 Employee

• Staff Accountant

  • Jan 2014 - Oct 2019

  Currently an employee on the Rivers finance team, working in compliance with generally accepted accounting principles and company procedures: Prepares, posts, and documents journal entries to general ledger and balance sheet accounts (monthly) Reconciles asset, liability, and capital accounts and completes lead sheets for documentation (monthly) Prepares or assists in the preparation of balance sheets, income statements, trend reports, and other financial reports to provide for… Show more Currently an employee on the Rivers finance team, working in compliance with generally accepted accounting principles and company procedures: Prepares, posts, and documents journal entries to general ledger and balance sheet accounts (monthly) Reconciles asset, liability, and capital accounts and completes lead sheets for documentation (monthly) Prepares or assists in the preparation of balance sheets, income statements, trend reports, and other financial reports to provide for department managers and/or executives (daily, weekly, and monthly) Analyzes above financial information and makes adjustments as necessary Processes checks and credit card transactions Monitors bank and credit card accounts and resolves issues with external representatives as necessary Answers internal and external phone calls to address isolated guest concerns Completes all other duties or projects as assigned Enjoying my experience as a staff accountant in the busy casino industry and seeking more responsibility and exposure - Automated financial statement creation, caught $45k invoicing discrepancy with vendor, streamlined many policies and procedures (reconciliations, inventory, diversity and spend reporting, etc.) Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Accounting Analyst

  • Feb 2013 - Dec 2013

  Maintained accounting records relating to a specific group of investments in accordance with department policies and procedures, including: Submited cash and asset reconciliations to the client, detailing any differences between internal and custodian records (daily and monthly) Provided cash projections of account balances to help the client make solid investment decisions (daily) Entered data to general ledger as needed to match actual activity Researched with sources such as… Show more Maintained accounting records relating to a specific group of investments in accordance with department policies and procedures, including: Submited cash and asset reconciliations to the client, detailing any differences between internal and custodian records (daily and monthly) Provided cash projections of account balances to help the client make solid investment decisions (daily) Entered data to general ledger as needed to match actual activity Researched with sources such as Bloomberg and DTC and communicates internally, with custodians, and with the client via email and telephone to resolve issues Created financial statements (cash journals, holdings reports, trial balances, portfolio valuations, etc.) Prepared month-end packages for the client, summarizing and detailing all cash and asset activity Performed special and ad hoc reporting as needed Exposed to a new industry and caught on quickly. Given responsibility to 10-15 easy accounts at first; number grew to almost 30 more-difficult accounts by the next month. Show less



Wingspan Portfolio Advisors

• United States
• Wholesale
• 100 - 200 Employee

• Accounting Specialist

  • Feb 2012 - Oct 2012

  Carrollton, TX Processed payments received via check/money order, ACH, wire, and Western Union, including some A/R payments (daily) Deposited checks and money orders via Remote Deposit (daily) Recorded above transactions (daily) and maintained related accounts using Microsoft Access and Quickbooks Reconciled bank accounts and other balance sheet items in Quickbooks (periodically/monthly) Modified and closed borrower accounts upon receipt of proper documentation and payment Recorded and tracked… Show more Processed payments received via check/money order, ACH, wire, and Western Union, including some A/R payments (daily) Deposited checks and money orders via Remote Deposit (daily) Recorded above transactions (daily) and maintained related accounts using Microsoft Access and Quickbooks Reconciled bank accounts and other balance sheet items in Quickbooks (periodically/monthly) Modified and closed borrower accounts upon receipt of proper documentation and payment Recorded and tracked escrow accounts as needed Assisted with Accounts Payable, Accounts Receivable, and other areas of the accounting department Quick and extremely detail-oriented. Discovered a major error in the servicing system while posting payments and prompted correction that prevented from having to make tedious adjustments to hundreds of affected accounts in the future.

• Quality Control Analyst

  • Sep 2011 - Feb 2012

  Carrollton, TX Reviewed advocates' research and resolutions to ensure quality performance based on established policies and procedures. Coached advocates in areas needing improvement. Was recognized for 100% quality each month. Proudest Achievement: - Helped develop advocates' skills on a personal level and noticeably helped improve each of their team's quality scores and passing rates.

• Customer Relations Advocate

  • Jun 2010 - Sep 2011

  Carrollton, TX On behalf of a major financial institution, researched and resolved escalated customer (mortgage) inquiries regarding modifications and refinances, short sales, payments, validity of debt, etc. Performed high-quality work in a fast-paced, deadline-driven environment. Also worked for special teams, handling legal and more complicated cases. Proudest Achievements: - Helped a distressed former customer recover over $15,000 of lost and misapplied payments belonging to his current… Show more On behalf of a major financial institution, researched and resolved escalated customer (mortgage) inquiries regarding modifications and refinances, short sales, payments, validity of debt, etc. Performed high-quality work in a fast-paced, deadline-driven environment. Also worked for special teams, handling legal and more complicated cases. Proudest Achievements: - Helped a distressed former customer recover over $15,000 of lost and misapplied payments belonging to his current servicer. Due to the years that passed and with limited access, tracking down the payments was extremely tough. In my research, I ended up discovering a system detailing exception payments which helped me solve that case, and more! - After being told it was not going to happen more than once, properly escalated the issue with a more-detailed explanation/request to higher management and helped a customer obtain a corrected year-end statement in time for her to complete her taxes. The interest recorded for that year was significantly inaccurate due to the completion of a modification into the next year. - In general, monitored the progress of hundreds of customers' requests for modifications and short sales.



Penn Station East Coast Subs

• United States
• Restaurants
• 400 - 500 Employee

• Assistant Manager

  • 2005 - 2010

  Advanced my way up from a position as a crew member Managed shifts from open to close and developed crew members’ skills Tracked month-to-date sales and labor by recording daily operating information Monitored labor and production costs Ordered and maintained inventory Projected daily sales based on relevant recent and historical sales