Financial Forecasting & Analysis Manager

• Nov 2019 - Present

Tax & Business Advisor

• Jan 2014 - Nov 2019

At ARGI, I work with a team of focused consultants that help provide clarity for individuals and businesses through comprehensive, integrated financial services:∙ Comprehensive financial planning∙ Investment management∙ Business management and accounting services∙ Corporate benefits education for employees∙ Business retirement plan management and consulting services∙ Tax preparation and planningARGI Investment Services manages more than $1.5 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Cincinnati, OH, Indianapolis, IN, Norwalk, CT, and Grand Rapids, MI and serve personal and business clients across the country.Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs & Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.

Tax Professional

• Jan 2014 - Feb 2014

-Responsible for filing complete and accurate tax returns for clients-Conduct tax interviews with clients-Ensure client confidentiality and privacy-IRS audit support and attendance-Offer additional products and services-Generate business growth-Grow tax expertise -Responsible for filing complete and accurate tax returns for clients-Conduct tax interviews with clients-Ensure client confidentiality and privacy-IRS audit support and attendance-Offer additional products and services-Generate business growth-Grow tax expertise

Accounting Intern

• Jul 2013 - Sep 2013

-Interned under county treasurer to handle all duties regarding the county storm water bill of local utility district-Utilized accounting software to receive all county storm water payments, post to general ledger, and update to bring county current in receivables department-Investigated discrepancies in account balances-Assisted in audit preparation, including updates to fixed asset records-Performed initial setup and data entry of over 100 vehicles into fleet management system -Interned under county treasurer to handle all duties regarding the county storm water bill of local utility district-Utilized accounting software to receive all county storm water payments, post to general ledger, and update to bring county current in receivables department-Investigated discrepancies in account balances-Assisted in audit preparation, including updates to fixed asset records-Performed initial setup and data entry of over 100 vehicles into fleet management system

Accounting Intern

• May 2012 - Aug 2012

-Interned under company controller to reform cash flows forecasting-Created and analyzed cash flows spreadsheet for presentation to company management-Analyzed accounts receivable software data output to develop aging schedule and aid in collection and account reconciliation process-Developed and analyzed capital expenditures budget variance spreadsheet -Worked with superiors from various locations to develop accurate capital expenditure reports -Gained valuable experience using Macola ES ERP accounting software and Microsoft Office

Human Resources Assistant

• May 2011 - Dec 2011

-Led job description audit to create clear succession plan spanning across 7 departments and affecting approximately 75 employees-Maintained employee records for health and wellness benefit program-Balanced and maintained monthly 401(k) benefits spreadsheet, as well as various other components of employee records-Performed data entry for sales order invoices in customer service department -Led job description audit to create clear succession plan spanning across 7 departments and affecting approximately 75 employees-Maintained employee records for health and wellness benefit program-Balanced and maintained monthly 401(k) benefits spreadsheet, as well as various other components of employee records-Performed data entry for sales order invoices in customer service department

Sales Associate and Cashier

• Jun 2007 - Aug 2010

Salesperson and Cashier. Primary duties included:-Open and close store -Operate cash register-Size customers for appropriate soccer equipment-Assist in day-to-day functioning of shop-Count, organize and re-stock merchandise-Place customer request orders-Contact customers via phone-Clean and organize store Salesperson and Cashier. Primary duties included:-Open and close store -Operate cash register-Size customers for appropriate soccer equipment-Assist in day-to-day functioning of shop-Count, organize and re-stock merchandise-Place customer request orders-Contact customers via phone-Clean and organize store