Experience

SageSure

• United States
• Insurance
• 300 - 400 Employee

• Senior Financial & Budgetary Analyst

  • Sep 2017 - Present

  · Prepare monthly financial reports for Senior Management · Ad-hoc reports for Director of Accounting and Assistant Vice President of Finance · Prepare monthly variance analysis for management to review expense trends · Monitor and analyze financial, statistical and operational data trends. · Prepare annual budget for finance department · Create flowing forecast model. · Prepare monthly financial reports for Senior Management · Ad-hoc reports for Director of Accounting and Assistant Vice President of Finance · Prepare monthly variance analysis for management to review expense trends · Monitor and analyze financial, statistical and operational data trends. · Prepare annual budget for finance department · Create flowing forecast model.



GTO Access Systems, LLC

• Manufacturing
• 1 - 100 Employee

• Financial Analyst II

  • May 2015 - Sep 2017

  · Monitor and analyze financial, statistical and operational data trends. · Build and maintain databases for forecasting future financial performance. · Ad-hoc reporting for the Chief Financial Officer and President. · Assist CFO with budgeting and forecasting. · Prepare journal entries and assist with all aspects of month end procedures. · Analyze month end financial results and upload them into an external reporting software (OneStream). · Document business processes… Show more · Monitor and analyze financial, statistical and operational data trends. · Build and maintain databases for forecasting future financial performance. · Ad-hoc reporting for the Chief Financial Officer and President. · Assist CFO with budgeting and forecasting. · Prepare journal entries and assist with all aspects of month end procedures. · Analyze month end financial results and upload them into an external reporting software (OneStream). · Document business processes and analyze procedures to see if they meet changing business needs. · Sarbanes – Oxley compliance to prepare company for internal and external audits. · Oversight of Internal Controls for audit purposes. · Calculate and create spreadsheets for commissions for the internal sales team. · Prepared weekly and monthly reports for the internal sales team. · Create financial scorecards for new products to evaluate profitability. · Assist other departments (HR and Product Development) in creating reports that are viable for operations. · Maintained rebates and co-op reports for customers.

• Accounting Supervisor

  • Aug 2014 - May 2015

  · Supervised Accounts Payable Specialist and three Accounts Receivable Specialists. · Reconciled discrepancies between accounts receivable general ledger account and accounts receivable trial balance account. · Served as back-up for payroll. · Prepared journal entries to assist with all aspects of month end. · Ad-hoc reporting for the CFO and Controller. · Helped integrate over 100 new customers into the ERP system. · Assisted CFO during acquisition of new business… Show more · Supervised Accounts Payable Specialist and three Accounts Receivable Specialists. · Reconciled discrepancies between accounts receivable general ledger account and accounts receivable trial balance account. · Served as back-up for payroll. · Prepared journal entries to assist with all aspects of month end. · Ad-hoc reporting for the CFO and Controller. · Helped integrate over 100 new customers into the ERP system. · Assisted CFO during acquisition of new business segment. · Prepared monthly tax filings.

• Accounts Payable Specialist

  • Jul 2013 - Aug 2014

  · Composed effective accounting reports summarizing accounts payable data. · Researched and resolved accounts payable discrepancies. · Balanced monthly general ledger accounts to accurately record cost and month end accruals. · Posted invoices to the appropriate general ledger accounts. · Served as back up for the Accounts Receivable Specialist. · Posted receipts to appropriate general ledger accounts. · Prepared journal entries to assist the Controller with month end.



Florida Department of Economic Opportunity

• United States
• Government Administration
• 400 - 500 Employee

• Employment Security Representative

  • Jan 2010 - Jun 2010

  · Effectively managed a high – volume of inbound and outbound customer calls. · Answered a constant flow of customer calls. · Assisted initiating unemployment claims for people in need. · Helped with unemployment related issues. · Gathered and verified all required customer information for tracking purposes. · Conducted fact finding for adjudicators to make non-monetary determinations. · Effectively managed a high – volume of inbound and outbound customer calls. · Answered a constant flow of customer calls. · Assisted initiating unemployment claims for people in need. · Helped with unemployment related issues. · Gathered and verified all required customer information for tracking purposes. · Conducted fact finding for adjudicators to make non-monetary determinations.



PKF Fasselt

• Germany
• Business Consulting and Services
• 100 - 200 Employee

• Tax Accountant

  • Jun 2006 - Jun 2009

  · Bookkeeping for various companies. · Assisted in preparing balance sheet reviews for clients. · Prepared income tax, VAT, and business tax reports for clients. · Assisted with all aspects of payroll. · Bookkeeping for various companies. · Assisted in preparing balance sheet reviews for clients. · Prepared income tax, VAT, and business tax reports for clients. · Assisted with all aspects of payroll.