Experience

Sentinel Trust Company, LBA

• United States
• Financial Services
• 1 - 100 Employee

• Senior Operations Associate

  • May 2022 - Present

  Sentinel Trust Company, LBA, is a family-owned, $5.5B, multi-family office focusing on the unique needs of affluent families nationwide. Sentinel manages investments, serves as corporate trustee, evaluates tax and estate strategies, and supports clients’ everyday activities with a personal touch. Sentinel Trust Company, LBA, is a family-owned, $5.5B, multi-family office focusing on the unique needs of affluent families nationwide. Sentinel manages investments, serves as corporate trustee, evaluates tax and estate strategies, and supports clients’ everyday activities with a personal touch.



alliantgroup

• United States
• Business Consulting and Services
• 700 & Above Employee

• Financial Analyst

  • Feb 2019 - May 2022

  OVERVIEW:Prepare monthly, quarterly, and annual operating reports for the CEO that displayed Sales and Operations KPIs for potential improvements. Establish and monitor FP&A KPIs and metrics to evaluate business line performance. Manage revenue, profitability, and pricing data to provide analysis and support to Sales BUs. Reconcile transactions, perform job cost analyses and weekly WIP variance analyses, and build detailed analysis reports from scratch. Produce payment reports for variance CPA partners and year-over-year analysis reports detailing multiple activities for upper management and investors.HIGHLIGHTS:☑ Reduced time to generate reports exponentially through automation solutions; developed and automated all reporting tools, financial models, and processes to support forecasting.☑ Identified and fixed multiple major reporting errors (due to outdated and incorrect procedures) by implementing new processes that improved weekly data accuracy significantly.☑ Paved the way for substantial follow-up business results by improving a Follow-Up Retention Business Tracker/Matrix that enabled management to view multiple key elements. Identified numerous overlooked opportunities as a result.☑ Created advanced variance analysis and reconciliation processes and procedures that were implemented for all reports across the finance department Show less

• Lead Billing Associate

  • 2018 - 2019

  OVERVIEW:Promoted based on performance in earlier positions. Managed a sub-team of 8 and oversaw all aspects of staff development, resource management, client service, and process development/streamlining. Screened and interviewed employment candidates. Created forecasting reports for management. Challenged to learn, master, and provide training to teams on new system following company’s transition from Netsuite to 3E/Mattersphere ERP system. HIGHLIGHTS:☑ Served as a Subject Matter Expert on the company’s billing processes, as well as collaborating with client account associates, project managers, and business development directors on low inventory turnover projects to fix financial discrepancies. Show less

• Senior Billing Associate / Billing Associate

  • 2017 - 2018

  OVERVIEW:As Senior Billing Associate, managed a full workload while taking on increased responsibilities. Communicated proactively with team members in other departments to address and resolve issues. As Billing Associate, transitioned to department in order to gain exposure to accounting prior to shift to finance. Conducted in-depth research on client issues to address and mitigate potential problems. Generated invoices and credit memos to meet tight deadlines. Ensured excellent service to both internal and external clients.HIGHLIGHTS:☑ Set and currently hold records for every quantifiable invoicing metric (Largest Dollar Amount and Most Invoices Generated- daily, weekly, and quarterly) while maintaining near-perfect accuracy rate.☑ Earned the company’s highest award for 3 consecutive quarters, maintaining status as Top Performer in the department for 11 consecutive months until promotion to new role.☑ Generated multiple hours of time savings per week through creating and implementing new processes that boosted team efficiency substantially.☑ Produced average of 15-20 invoices daily vs. assigned goal of 8-10. Show less

• Senior Data Analyst / Data Analyst

  • 2015 - 2017

  OVERVIEW:As Senior Data Analyst, entered tax accounting data using various formulas into Excel spreadsheets and internal documents. Analyzed input variables to determine best processes for data operations. As Data Analyst, prepared and oversaw completion of projects within required deadlines and billable hour constraints.HIGHLIGHTS:☑ Created easy-to-follow proprietary files for use by the project management teams, using Excel to transcribe client wage information into files.☑ Ensured distribution of only the most accurate information from the department to external recipients through thorough review of all employee work.☑ Eliminated paper usage and improved efficiencies by implementing electronic resources to analyze and evaluate tax accounting data. Show less



Best Buy

• Retail
• 700 & Above Employee

• Samsung Experience Expert

  • Jul 2014 - Oct 2015

  OVERVIEW: Provided service to 100s of customers per day, serving as a consultant to identify their needs and provide the best possible product / service solutions. HIGHLIGHTS: ☑ Generated 2.5x revenue above expectations in 2nd and 3rd months following hire; reached #7 salesperson ranking in Greater Houston within 1 month and #2 ranking after 2 months. ☑ Promoted and certified by Samsung to serve as Best Buy’s person of reference for all Home Theater Samsung products. ☑ Achieved the following: Superior Customer Service Award, 11/2014, and Top Performer in Revenue or Margin, 8/2014, 9/2014, 10/2014, and 12/2014. Show less



University of Houston

• United States
• Higher Education
• 700 & Above Employee

• Intramural Sports Supervisor

  • Aug 2010 - Jun 2015

  OVERVIEW: Supervised up to 25 employees and 200 patrons daily. Developed and facilitated weekly clinics to train employees in each sport. Assisted in creating and updating weekly game schedules for 6,400 participants. HIGHLIGHTS: ☑ Created marketing campaigns that increased participation across all sports exponentially. ☑ Led development and implementation of advanced statistics tracking, league award races, and “All Star Weekend” event. ☑ Awarded Employee of the Month, 10/2010. Show less