Experienced Finance Associate

• Jul 2019 - Present

Finance leader for the Technology Enabled Compliance Services team in Dallas. Business advisor to 18 partners and over 100 staff. Analyze budget to actuals and communicate with partners and managers to ensure optimization and maximization of budgets. Drive the project management process for more than 200 engagements to ensure accurate reporting and compliance with the COSO framework. Centralize and condense pertinent information and create processes to communicate to all staff to improve… Show more Finance leader for the Technology Enabled Compliance Services team in Dallas. Business advisor to 18 partners and over 100 staff. Analyze budget to actuals and communicate with partners and managers to ensure optimization and maximization of budgets. Drive the project management process for more than 200 engagements to ensure accurate reporting and compliance with the COSO framework. Centralize and condense pertinent information and create processes to communicate to all staff to improve efficiency and time management. Improve existing processes, including the use of automation, to derive a quicker and enhanced solution. All duties of a Finance Specialist.

Finance Specialist

• Feb 2015 - Jun 2019

Finance leader for 3 market teams (Industry, SALT, TECS) in North Texas for over 4 years. Business advisor to 16 partners and over 150 staff. Served in a senior capacity, trained new employees and served as an informal coach while continuing to develop internal relationships. Drove the billings and collections process by monitoring reports and outstanding accounts receivables and assisted in any pitfalls and challenges the teams incurred in the process. Provided recurring and ad hoc… Show more Finance leader for 3 market teams (Industry, SALT, TECS) in North Texas for over 4 years. Business advisor to 16 partners and over 150 staff. Served in a senior capacity, trained new employees and served as an informal coach while continuing to develop internal relationships. Drove the billings and collections process by monitoring reports and outstanding accounts receivables and assisted in any pitfalls and challenges the teams incurred in the process. Provided recurring and ad hoc financial reporting. Assisted in pricing engagements through the use of budgets and guided proper project management techniques. Developed and instructed over 20 engagement economics and project management training sessions. Point of contact for all inquiries that require research to find a solution, including non-financial related questions. Demonstrated newly implemented technology for applicable users and navigated them to pertinent information.

Tutor

• Jan 2012 - Dec 2014

Tutored my fellow students in Algebra, Statistics, Pre-Calculus, and Calculus 1 & 2. Was asked to join the tutoring program as a freshman, even though the program stipulates that only upper classmen can participate.

Student

• Aug 2011 - Dec 2014

Finance Intern

• Jun 2014 - Aug 2014

I assisted the Finance team with an external audit, serving as point of contact for the auditor. I worked in accounts payable/receivable, managing inventory control and any other tasks they needed done. I assisted the Finance team with an external audit, serving as point of contact for the auditor. I worked in accounts payable/receivable, managing inventory control and any other tasks they needed done.

Merchandiser

• May 2013 - Aug 2013

I stocked shelves with Dr. Pepper products at a local grocery store, and helped with deliveries to stores and camps around the city of Kerrville, TX. I stocked shelves with Dr. Pepper products at a local grocery store, and helped with deliveries to stores and camps around the city of Kerrville, TX.

Operations Intern

• Jun 2012 - Aug 2012

Summer internship dedicated to providing client support services, assisting in the production and shipping operations, and working in the Finance Department. Summer internship dedicated to providing client support services, assisting in the production and shipping operations, and working in the Finance Department.

Client Consultant

• May 2011 - Aug 2011

My daily activities included customer phone support and complaint resolution, managing a dedicated email support system, processing client purchase requests, putting together marketing packages and assisting management and co-workers with a variety of crucial projects as needed. My daily activities included customer phone support and complaint resolution, managing a dedicated email support system, processing client purchase requests, putting together marketing packages and assisting management and co-workers with a variety of crucial projects as needed.

Host/Busser

• Sep 2009 - Jul 2011

I greeted and built relationships with customers and made sure they were satisfied with their refreshments, then organized and sanitized the dining area after their departure. I greeted and built relationships with customers and made sure they were satisfied with their refreshments, then organized and sanitized the dining area after their departure.