Bio
Credentials
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Qlik Sense Data Architect Qualification
QlikDec, 2020- Apr, 2026 -
QuickBooks Certification
QuickBooks Online ProfessionalJan, 2020- Apr, 2026
Experience
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United States
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Software Development
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1 - 100 Employee
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Product Owner
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Jan 2020 - Present
• Led a major version release incorporating a new UI designed by an external team and data model architected internally in order to advance and modernize the existing application which resulted in efficiency improvements for customers and increased maintainability for the business.• Implemented a new embedded BI tool (Qlik Sense) in addition to designing all of the new dashboards.• Worked cross-functionally with the Customer Success department to design and complete a new module for project portfolio tracking that addressed gaps in the marketplace for IT Finance organizations.• Implemented product management tool (Productboard) to manage customer requests and product roadmaps and trained internal stakeholders on its features and use.• Served as SME and L2 support for customer-facing teams to triage bugs and perform iterations on customer use cases.• Refined agile processes using Jira and mentored team of 5 QA testers.
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IT Finance Advisor
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Oct 2018 - Dec 2019
• Served as account owner for 5 clients and developed plans using MS Project to complete multiple phases of software implementation for each customer.• Provided guidance to customers on industry standards and best practices.• Responsible for configuration of application to customer specifications by refining requirements, designing data flows using Visio, and creating reports.• Oversaw implementation team including a Project Manager, Analysts, and Developers to ensure project timeline and deliverables were met.
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Implementation Analyst
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Feb 2015 - Oct 2018
• Gathered business requirements from customers and merged them into the software framework for upwards of 10 clients.• Developed design of data flows using SQL queries to support the appropriate business logic.• Tested reports and processes to ensure customer’s requirements were met.
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United States
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Automation Machinery Manufacturing
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700 & Above Employee
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Senior Financial Analyst
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Jul 2014 - Feb 2015
• Partnered with manufacturing operations managers for two facilities to forecast the P&L for a $140M business unit.• Owned monthly reporting of the business unit’s performance to forecast to the Vice President and other executives.• Managed one direct report and trained them to assist with account reporting and reconciliation.• Site lead for transition to new financial reporting system, HFM.
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Financial Analyst
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Jan 2013 - Jul 2014
• Partnered with operations team to manage expenses for $65 million business unit• Forecasted entire P&L for business unit• Monthly reporting of performance to forecast to General Manager
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Staff Accountant
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Jul 2009 - Dec 2012
Participant in Financial Leadership Development ProgramFinancial Planning & Analysis Rotation• Worked with operations team to create accurate forecast of sales and expenses• Used Hyperion Enterprise to load and track performance against forecast • Developed reports for daily and weekly expense managementGeneral Accounting Rotation• Performed timely monthly reconciliations of AP, AR and Payroll bank accounts• Daily reconciliation of AP and Payroll checks• Managed fixed assets and coordinated CIP of $6 million with project managers• Coordinated department’s completion of annual tax schedules for three companies• Assisted with yearly SOX testing and annual record retention cleanupCost Accounting Rotation• Lead auditing process of annual physical inventory • Reconciled inventory and reported balances to operations managers weekly• Reported daily sales and bookings to corporate• Performed daily cost rolls for new manufactured items• Performed monthly revenue recognition compliance
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Virginia Tech
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Center for Vehicle Systems and Safety at Virginia Tech
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Office Assistant
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Jul 2008 - May 2009
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Center for Vehicle Systems and Safety at Virginia Tech
• Processed purchase request forms and travel reimbursements• Created mailings and brochures• Trained two others on required tasks• Served as sole office manager for a month
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Virginia Tech
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Admissions Office
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Office Assistant
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Aug 2006 - May 2008
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Admissions Office
• Organized and sorted over 5000 files each year• Assisted with computer entry of applicant information
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Huntington Ingalls Industries, Inc.
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Newport News, Virginia, United States
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Summer Intern
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Jun 2007 - Aug 2007
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Newport News, Virginia, United States
• Responsible for processing employee performance reports • Assisted employees with completion of security clearance applications
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Education
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2005 - 2009Virginia Tech
Bachelor of Science, Finance
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References
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