Experience

Laboratory to Combat Human Trafficking

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Hotline Resource Specialist

  • Jan 2022 - Present



Summit Automotive Partners

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Director of Capital Operations and Data Compliance

  • Sep 2021 - Present

• Director of Capital Planning and Analysis

  • Aug 2021 - Jan 2023

  1. Serve as Owner's Rep for all capital improvements2. Review and analyze all capital improvement ROIs3. Plan, negotiate and review nation-wide contracts that affect the organization from an expense perspective4. Serve as Corporate representation for projects 5. Manage, lead, and direct the financial and business analyst team6. Manage and oversee the annual budget process of over $1.3B7. Build and lead the team through strategic planning8. Work with CFO, CAO, and Corporate Controllers to ensure financial accuracy organization-wide9. Develop and build relationships with Chase Bank, CARS Financial, etc.

• Head of Financial Planning and Analysis

  • Aug 2018 - Aug 2021

  Provide financial and analytical support to 13 dealerships in five different states. Develop business processes and work with the Chief Financial Officer, Chief Accounting Officer, and Controllers to ensure financial accuracy throughout the organization. Perform quantitative and qualitative research and analysis of initiatives, recommendations, and capital building projects.Assess, enhance, and drive the execution of an enhanced financial reporting package to owners, business partners, and executive management.Partner with CEO, CFO, and CAO in determining financial impacts to business strategy decisions by providing financial subject matter expertise.Design, develop, and maintain financial models, reports, and financial presentations to external partners and funders.Serve as Owner’s Rep and Project Manager for all capital projects which include dealership remodel, acquisitions, and divesting properties.Develop complex business models to financially report the overall “good” of the organizations and its subsidiaries.Build, manage and disseminate individual dealership, holding, real estate companies’ budget models and work with each GM individually to develop a proper budget for presentation to the owners.Work extensively with PowerPivot, SQL, and advanced functions within Excel to enhance financial reporting and KPIs.Build and enhance Balance Sheet, PnL, and Cash flow statements.

• Financial Analyst III

  • Jul 2017 - Aug 2018

  Provide financial and analytical support for 15 dealerships and 21 entities in five different states. Develop business processes and work with the Chief Financial Officer, Chief Accounting Officer, and Controllers to ensure accuracy throughout the organizations. Research and resolve Business Unit(s) inquiries for assigned functional areas. Perform monthly balance sheet, income statement and changes in financial position/budget variance analysis. Draft and disseminate financial stability write-ups and present to the Board/Partners.Investigate and report any inconsistencies or improprieties. Prepare financial reports, charts, tables and other exhibits as requested by utilizing SQL and PowerPivot. Provide timely, relevant and accurate reporting and analysis of the results of the 34 organizations performance against historical, budgeted, forecasted and strategic planning results to facilitate decision-making toward the achievement of the budget and strategic plan. Develop complex business models to financially report the overall "good" of the organization and its subsidiaries. Build and disseminate individual dealership/holding/real estate companies' budget models. Know and understand DAX and how its functions are used to incorporate PowerPivot and PowerBI.Develop process and procedures for inventory control, advertising, procurement, and cash controls.



Queer Asterisk

• United States
• Mental Health Care
• 1 - 100 Employee

• Substance Use Intern

  • Jun 2021 - Dec 2021

  Managing all aspects of a case from the date of entry to the date of discharge. Evaluating patients' physical and mental behaviors. Developing appropriate treatment and recovery plans. Facilitating individual and group therapy sessions. Monitoring patients over time to access treatment progress. Collaborating with psychiatrists, doctors, nurses, and social workers. Identifying behaviors that interfere with treatment and recovery. Assisting primary caregivers to manage addiction-related behavior.



Groove Auto

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Cash Management Accountant

  • Mar 2017 - Jul 2017

  Develop efficient and effective procedures for the daily and monthly reconciliations for Groove Mazda, Groove Subaru, Groove Toyota, Groove Ford, and Groove Silverthorne stores. Reconcile, on average, $138.1M cash and checks, monthly. Provide accounting leadership and training to Toyota/Subaru cash handlers. Transaction and data analysis within Dealertrack to rectify erroneous transactions from conversion to the end of FY16. Analyze journal transactions for accuracy. Serve as back-up funding administrator. Develop monthly bank reconciliation portfolio and present to Controller and Assistant Controller.



tiley ROOFING

• Denver, CO

• Vice President /CFO and Controller

  • Aug 2013 - May 2016

  Establish an efficient and effective business model that allowed me to provide thought leadership and strategic and visionary progressive initiatives. Developed strategic plan operatives to optimize operational performance and revamp the Tiley Roofing, Inc. brand. Managed day-to-day operations throughout the organization. Work with owner to build the annual budget plan. Managed seven professional staff members while overseeing the development of the strategic plans transition into tactical initiatives. Managed the organization’s budget and fiscal obligations of over $6M in revenues. Worked with owner and CEO in determining financial impacts to business strategy decisions by providing financial subject matter expertise. Reviewed income statements, balance sheets, and cash flow statements to ensure the feasibility and performance of the company. Provided thought leadership and direction to the owner, managers, and staff members to ensure decision-making processes supported the organization’s mission, vision, and strategic initiatives. Fostered positive working relationships with external vendors, clients, and community organizations. Research, analyze, calculate and compile financial data and statistical analysis and performance metrics. Lead all financial modeling efforts to drive transparency of results, analytics, and associated KPIs surrounding gross profit increases/decreases throughout the departments.



Towson University

• United States
• Higher Education
• 700 & Above Employee

• Divisional Communications Specialist

  • May 2012 - May 2013

  Managed daily financial activities for the Office of Admin and Finance. Serve as divisional lead for strategic planning to ensure leadership priorities were administered into the campus strategic plan.Managed the development and implementation of the division of Administration and Finance’s goals, policies, objectives, and strategic plans.Collaborated with University President, Vice Presidents, directors, managers, and staff members to maintain the university’s development and integration of the 2020 Strategic Plan. Fostered and maintained working relationships with the university’s seven divisions. Collaborated with University President to advocate for future capital funding to the Maryland General Assembly and the Maryland Department of Budget and Finance.Worked with CFO and other Admin and Finance directors in determining impacts to student tuition increases, parking, IT costs, and various business strategy decisions on new initiatives.Division lead for the Strategic Planning Committee, Resource Planning and Advising Committee (RPAC), Safety Committee, COOP Committee.Held executive committee for the Towson University Staff Council.Drafted, designed, and disseminated the 2012-2013 Operating and Budget Plan in conjunction with the Budget Director and RPAC. Designed, developed, and disseminated campus-wide daily announcement system.Serve as the divisional spokesperson for all public relation activities. At the time of the University’s President’s inauguration, I was asked to speak on behalf of the staff to welcome her to the university.Manage the budget for the Administration and Finance Office. Build, forecast, and monitor open commitments to ensure proper spending authority.Design, draft, and edit Admin & Finance Annual Plan.Nominated to the 2013 University President’s Leadership Institute.

• Financial Services Project Specialist

  • Mar 2008 - May 2012

  Manage Financial Services’ long-term vision and strategic plan initiatives. Collaborate with directors and managers to implement department’s perspectives into said strategic plan. Developed a comprehensive training program for PeopleSoft Financials users and trained senior executives, directors, deans, faculty, staff, and students. Managed and developed Financial Services’ budget and expenses. Reviewed campus-wide expenditures of over $411M. Work with Bursar, Finance Director, and Comptroller in determining impacts to student housing cost increases, tuition rates, and parking rates.Perform qualitative and quantitative research and analysis on department-wide initiatives and making recommendations to the Comptroller and department directors.Draft, edit, and disseminate training material for PeopleSoft Financials, Grant Work-flow Process, UBIT Accounting, Inter-departmental Invoicing, and Journal Uploads.Collaborate with Comptroller to draft and edit the Financial Services department’s vision and mission statements.Prepared 1-year, 3-year, 5-year expenditure forecasts for the university and presented to Comptroller for sign-off.Monitor Operating Expenses for correct postings.



Auraria Campus Bookstore

• Greater Denver Area

• Vault/Accounting Supervisor

  • Jan 2005 - Dec 2007

  Oversee the development of the Bookstore's budget. Monitored open commitments for spending authority. Developed training guidelines for all cash handlers throughout the bookstore. Direct the implementation of Auraria Higher Education Center human resource policies, practices, and procedures were being followed by Auraria Campus bookstore employees. Foster working relationships with senior executives, directors, and managers that would allow for proper growth throughout the bookstore.