Experience

Grace Chapel

• United States
• Religious Institutions
• 1 - 100 Employee

• Director of Finance

  • Nov 2021 - Present



CVS Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Associate Strategy Manager

  • Nov 2019 - Nov 2022

  In this role I support strategic business decisions with thoughtful reporting and analytics. The team relies on me to have innovative and efficient reporting for as many KPIs as inventory, margin, new item launches, brand tracking, and high level reporting and analytics. I regularly provide the team with insightful analytics and have earned the teams' trust when sending out new reports and templates. I am well received with recommendations and analysis I provide. I have been stretched to learn SQL reporting in this role and I have risen to the challenge. In doing so I greatly improved and simplified complex data requests and bottlenecks experienced by the team in receiving insightful analytics. Show less



Ocean Spray Cranberries

• United States
• Food and Beverage Services
• 700 & Above Employee

• Senior Business Analyst

  • Dec 2018 - Oct 2019

  I developed financials and financial strategies for Innovation products and platforms in a startup environment. I worked closely with functional teams to support the development and launch strategy. As a team, we were professional problem-solvers.I successfully managed multiple projects at a time and built new and stronger relationships with each team. I supported decision making by providing pro forma P&Ls and strategic analysis. I was the go-to for identifying cost drivers and efficiency savings opportunities.I was also the go-to for Excel modeling questions, Power BI dashboards and reports, and data structure. I really enjoyed having the know-how on multiple systems as it created opportunities to teach and learn with others. Show less

• Senior Financial Analyst

  • Sep 2017 - Jan 2019

  I hit the ground running in this previously vacant role.High exposure role to the C-Suite. My VP at the time shared with me I was in this role because of my reputation for relationship building. So I got right to restoring and developing relationships between C-Suite executives and FP&A. I was the master of all the data and cost centers this role touched. I wanted to understand it all and be able to answer to it. Inevitably, I became a translator for management and tech to promote progress in reporting and analysis.I made the art of Foreign Currency rate planning more of a science. Then transitioned it smoothly to the Treasury team for ownership and maintenance. Show less

• Financial Analyst

  • Jun 2015 - Sep 2017

  I developed relationships with brand managers to support collaboration, cooperation, and understanding between FP&A and Marketing.I managed as many as 13 meetings in a one-week span with each marketing budget owner to maintain the integrity of advertising and promotional expense forecasting and reporting. I identified many opportunities for savings for the SKU Rationalization team. Additionally, I developed a model to track monthly the sales return on new products and innovation. Show less



Christ Community Church

• East Taunton, MA

• Volunteer Youth Leader / Administrator

  • Sep 2012 - Aug 2017

  I served as both a youth leader and one of the volunteer administrators. I include this role in my experience because of the exposure and development I received. Here, I learned leadership and people management, negotiation, discussion facilitation, and even brand management. Feel free to ask me about the many stories and experiences I have relating to each of these skill sets developed while serving this church and in this organization. I served as both a youth leader and one of the volunteer administrators. I include this role in my experience because of the exposure and development I received. Here, I learned leadership and people management, negotiation, discussion facilitation, and even brand management. Feel free to ask me about the many stories and experiences I have relating to each of these skill sets developed while serving this church and in this organization.



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Financial Analyst

  • Mar 2014 - Jun 2015

  Planning and analysis for the National Insurance business. NI serviced large commercial businesses with a wide variety of insurance coverage. Everything from worker's compensation to Property/Casualty and specialized coverage. My role involved consolidating, uploading, and managing the plan and forecast for this business unit.

• Accountant

  • May 2012 - Mar 2014

  Entry level accounting processes such as journal entries, account reconciliations, dividend entries, and some, but limited, analysis.



Messiah University

• United States
• Higher Education
• 700 & Above Employee

• Student Body Vice President

  • Aug 2011 - May 2012

  Chair of Student Forum: lead and organized the Forum. Developed proposals from the Student Body to the Administration of desired changes on campus or to policies. Worked directly with Administration to improve communication to the Student Body on campus Chair of Student Forum: lead and organized the Forum. Developed proposals from the Student Body to the Administration of desired changes on campus or to policies. Worked directly with Administration to improve communication to the Student Body on campus



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Commercial Markets Financial Intern

  • May 2011 - Aug 2011

  Developed training materials for new internal budget system Assisted in the testing and development of the budget system Developed an intranet page for users to receive guidance and information about the new system Distributed the training materials directly and through intranet site Assisted in basic monthly financial reporting Developed training materials for new internal budget system Assisted in the testing and development of the budget system Developed an intranet page for users to receive guidance and information about the new system Distributed the training materials directly and through intranet site Assisted in basic monthly financial reporting



Messiah University

• United States
• Higher Education
• 700 & Above Employee

• Assistant to the Assistant Dean of Students

  • Sep 2009 - May 2011

  Dean of Students Office; Work Study to the Assistant of the Vice Dean of Students Secretarial work: keyboarding, filing, copying, editing, organizing Website maintenance Annual reports developing, special events budgeting I am a workstudy for the Dean of Students Office at Messiah College. I have really enjoyed this job and the incredible practice and experience it has given me with Excel Documents, Writing Forms in Word, and doing Filing and Editing. Dean of Students Office; Work Study to the Assistant of the Vice Dean of Students Secretarial work: keyboarding, filing, copying, editing, organizing Website maintenance Annual reports developing, special events budgeting I am a workstudy for the Dean of Students Office at Messiah College. I have really enjoyed this job and the incredible practice and experience it has given me with Excel Documents, Writing Forms in Word, and doing Filing and Editing.



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Commercial Professional Services - Financial Intern

  • May 2010 - Aug 2010

  Liberty Mutual Group - Corporate Headquarters Boston, MA Budgeting, Planning, and Forecasting Financial Operations Reports Account Reconciliations for multiple departments including Worker's Compensation Really enjoyed this internship. I developed and drastically improved my skills in Microsoft Excel, and also met some great people during my summer there. Liberty Mutual Group - Corporate Headquarters Boston, MA Budgeting, Planning, and Forecasting Financial Operations Reports Account Reconciliations for multiple departments including Worker's Compensation Really enjoyed this internship. I developed and drastically improved my skills in Microsoft Excel, and also met some great people during my summer there.



JCPenney

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Oct 2006 - Aug 2009

  Customer service, opening and closing registers, inventory management Key Achievements: Received the "Just Ask" Award for "Excellence in Sales and Customer Service". Received an overall "Above Average" rating on all annual performance reviews. Customer service, opening and closing registers, inventory management Key Achievements: Received the "Just Ask" Award for "Excellence in Sales and Customer Service". Received an overall "Above Average" rating on all annual performance reviews.



Auto Parts International

• Norton, MA

• Temporary Employee for the Accounts Payable Department

  • Jun 2008 - Aug 2008

  Worked with the Accounts Payable Department entering in invoices and other filing, sorting, and updating data. Worked with the Accounts Payable Department entering in invoices and other filing, sorting, and updating data.