Experience

Advancement Foundation, Diocese of Fort Worth

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Senior Accountant

  • Sep 2021 - Present

  Manage investment account for endowment portfolio of about $75,000,000. Work with gift processing team to track all donations coming in for various projects associated with the Foundation. Evaluate processes, and improve processes. Implement data migration to new software system. Manage investment account for endowment portfolio of about $75,000,000. Work with gift processing team to track all donations coming in for various projects associated with the Foundation. Evaluate processes, and improve processes. Implement data migration to new software system.


Sutton Frost Cary LLP
• United States
• Accounting
• 1 - 100 Employee
• Audit Senior

  • Oct 2020 - Sep 2021


BDO USA, LLP

• Accounting
• 1 - 100 Employee

• Assurance Associate

  • Jan 2019 - Sep 2020

  Maintain effective collaborative skills and independent performance while executing and delivering quality work on audit engagements (private, not-for-profit, and government). Analyze client financial information and frequently interact with key client management to gather further information, and resolve audit-related problems. Programs used: Microsoft Excel, APT, CaseWare and IDEA. Maintain effective collaborative skills and independent performance while executing and delivering quality work on audit engagements (private, not-for-profit, and government). Analyze client financial information and frequently interact with key client management to gather further information, and resolve audit-related problems. Programs used: Microsoft Excel, APT, CaseWare and IDEA.



The Catholic University of America

• Higher Education
• 700 & Above Employee

• Teaching Assistant

  • Aug 2016 - Dec 2018

  Assisted the Accounting Professor in grading assignments, and taught in the professor's absence. Held office hours for students to help them understand specific accounting topics, develop critical thinking skills and improve their learning practices.

• Summer Business Institute Counselor

  • Jun 2017 - Jun 2017

  Led a small group of five high schoolers in discussion based on the topics of lectures. Guided the small group in the completion of an entrepreneur project throughout the week.



Institute for Humane Studies

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

• Development Intern

  • Jan 2018 - May 2018

  Assisted in donor outreach and in donor database management using salesforce. This internship was in connection with the Koch Internship Program at the Charles Koch Institute. Once a week, attended classes at the Charles Koch Institute on a Professional Development and the principles of Market Based Management. Assisted in donor outreach and in donor database management using salesforce. This internship was in connection with the Koch Internship Program at the Charles Koch Institute. Once a week, attended classes at the Charles Koch Institute on a Professional Development and the principles of Market Based Management.

• Audit Intern

  • Jul 2017 - Aug 2017

  Followed directions and guidance of the senior and managers of an audit engagement to perform audit procedures. Communicated questions with team mates and clients when audit issues arose. Followed directions and guidance of the senior and managers of an audit engagement to perform audit procedures. Communicated questions with team mates and clients when audit issues arose.