Associate Consultant

• Jun 2021 - Present

Associate Functional Consultant for HSO ProServ. 2021 HSO Microsoft Dynamics 365 MasterClass participant. ● Leading client training and participating in solution demonstration efforts ● Train the Key Super users using the Train-The-Trainer approach ● Lead solution discussion, create innovative ideas, and provide valuable recommendations ● Configuring and deploying Microsoft Dynamics 365 including Project Management & Accounting, Project Operations, and Expense Management functionality ● Prepare Functional Design Documents/ Process Design Documents/ Process Documentation ● Lead a group of consultants to generate documentation for over 100 User Stories Show less

Tax Analyst

• Oct 2020 - May 2021

● Manage all account and data tracking for 1099-C tax recovery reporting ● Accurately scrub and process large data files for tax compliance reporting ● Analyze and validate 350,000+ accounts for 1099-C reporting with minimal supervision ● Assist with responding to IRS and internal audit information requests ● Develop and maintain effective working relationships with data providers ● Manage all account and data tracking for 1099-C tax recovery reporting ● Accurately scrub and process large data files for tax compliance reporting ● Analyze and validate 350,000+ accounts for 1099-C reporting with minimal supervision ● Assist with responding to IRS and internal audit information requests ● Develop and maintain effective working relationships with data providers

Finance Technician III

• Oct 2019 - Sep 2020

● Accurately reconciled ten accounts monthly, totaling $250+ million ● Capitalized an average of thirty fixed assets monthly ● Worked alongside 3 Financial Analysts on various Monthly, Quarterly, and Year-end tasks ● Led a team of interns to pull and document $325+ million of invoices & 500+ leases ● Assisted with responding to monthly internal audit information requests ● Accurately reconciled ten accounts monthly, totaling $250+ million ● Capitalized an average of thirty fixed assets monthly ● Worked alongside 3 Financial Analysts on various Monthly, Quarterly, and Year-end tasks ● Led a team of interns to pull and document $325+ million of invoices & 500+ leases ● Assisted with responding to monthly internal audit information requests

Accounting Intern

• May 2018 - Oct 2019

SOFWERX was created under a Partnership Intermediary Agreement between Doolittle Institute and the United States Special Operations Command (USSOCOM). Located in Tampa, FL, SOFWERX has a very dynamic environment designed to create a high rate of return on collision for all participants. Through the use of our growing ecosystem, promotion of divergent thought, and neutral facilitation, our goal is to bring the right minds together to solve challenging problems.

Accounting and Finance Intern

• May 2018 - Oct 2019

Coach

• Dec 2017 - Dec 2018

Vice President of Finance

• Apr 2017 - Aug 2018

Administer an annual chapter budget of $25,000+Prepare financial statements for auditing on a semi-annual basisReduced expenditures by seven percent by filing the 501(c)(10)

Vice President of Community Service

• Nov 2016 - Apr 2017

Collected over 500 pounds of food for donationArranged six events for the 70+ members of the organizationRepresented the fraternity at various community service showcases

Sales Representative

• May 2015 - Dec 2015

Engaged the customers and asked probing questions to enhance satisfaction Maintained visual appeal of the store by folding and restocking clothing Received cross-training as a retail, footwear, and cashier associate Engaged the customers and asked probing questions to enhance satisfaction Maintained visual appeal of the store by folding and restocking clothing Received cross-training as a retail, footwear, and cashier associate