Experience

Intuit

• United States
• Software Development
• 700 & Above Employee

• Staff Business Analyst

  • Mar 2021 - Present

  Staff Business Analyst in the FinOps / Cloud Hosting Optimization department.

• Lead Financial Analyst

  • Feb 2020 - Dec 2021

  Forecasting, planning and analysis for the various Consumer Group product offerings with a specific focus on the Technology ecosystem. This role develops data driven insights and partners closely with key business leaders across Product Development, Design, and Product Management to execute our vision of delivering Intuit's mission to "Power Prosperity Around the World".

• Sr. Financial Analyst

  • May 2018 - Feb 2020

  • Partner with the TurboTax Product Engineering business on operational and financial forecasts• Create financial models and full year plans and quarterly forecasts, as well as report on actual performance versus forecasts• Partner closely with the TurboTax Canada business and leaders to help drive financial accountability across Product, Marketing, Care & G&A• Develop an understanding of business drivers and model scenarios to predict the range of possible financial outcomes• Identify tracking and reporting gaps and develop solutions that enable us to gain visibility & insights into performance• Build reporting utilities, management reports, spreadsheet models and ad-hoc queries to support business analysis• Leverage reporting tools and develop deep understanding of systems to provide self-service reporting to organization• Present complex financial analyses clearly and concisely to business partners to drive optimal resource allocation Show less

• Sr. Accountant

  • Oct 2014 - Apr 2018

  • Gather, prepare, test and maintain adequate documentation to support Journal Entries for a broad range of accounting areas including pre-paids and accruals• Apply judgment and correctly interpret GAAP accounting requirements to ensure accounting entries are properly recorded, substantiated, and communicated with external auditors• Partner with Business and Financial Analyst communities to gather, prepare, test, and maintain adequate documentation to support monthly accruals and amortization• Accumulate proper accounting evidence to support monthly balance sheet reconciliations and test accounts for accuracy and completeness• Effectively assess risk over accounts and areas of responsibility• Apply judgment, using PCAOB requirements, to ensure that financial integrity of accounting entries, accruals, and account reconciliations are intact and operating effectively• Assist in research of technical accounting issues as needed• Perform detailed reviews of Contract/Statement of Work to determine and apply proper accounting treatment for booking journal entries and gathering audit evidence• Interact with external auditors to explain decision making criteria and supporting audit evidence provided to them• Cross train to cover other Corporate Accounting areas of responsibility while being flexible to assist in other areas during periods of peak activity• Continually assess and design desk procedures and process flows, ensuring they are designed to maximize internal controls and efficiency• Perform periodic testing during quarterly audits and assist in designing more effective testing techniques• Assess and recommend policy changes, helping with implementation across affected organizations Show less



Salo, LLC

• United States
• Law Practice
• 1 - 100 Employee

• Compass Program Rotational Member

  • Oct 2013 - Aug 2014

  Financial consultant that provides solutions and assistance to clients that are in need of accounting and financial services. Rotational projects include: SECURIAN FINANCIAL GROUP, 6/2014 to present - Prepare quarterly statements for two subsidiaries of the Company - Assist with special projects, e.g. prepare RBC Calculations, assist with various M&A statements, UCCA Filings, etc. SCHWING AMERICA, INC., 12/2013 to 6/2014 - Executed month end close to assure all accounting transactions are at a level for Generally Accepted Accounting Principles (GAAP). Financial Statement preparation for each individual company and for the consolidated entity - Prepared audit schedules and collaborated with upper management to handle audit issues - Partnered with Controller and upper management in the recommendations and documentation of internal controls - Maintain daily cash and liquidity reports required by the bank to determine line of credit funding - Researched and documented accounting matters to ensure accordance with US GAAP - Maintain fixed assets and process acquisitions, disposals and transfers. Monitor CIP projects. Accomplishments: - Month-end reporting improvement – I progressed the monthly reconciliations by making them more concise and user-friendly. I also re-engineered their monthly financial reporting package to enable financial and operational reports to be created from data directly extracted from SAP and therefore reducing manual preparation and risk of human error. - Implemented an unclaimed property policy and a sales and use tax policy. JACK LINKS, 10/2013 to 11/2013 - Performed standard cost rolls and updated SAP for new product cost standards - Prepare period end inventory reconciliations - Prepare monthly standard to actual variance analysis reports - Review daily purchase price variance accounts and investigated large discrepancies Show less



Schechter Dokken Kanter

• United States
• Accounting

• Senior Accountant

  • Jan 2010 - Sep 2013

  Specific job responsibilities included: - Audited and prepared financial statements in accordance with US GAAP and US GAAS for companies in the senior health services, restaurant, manufacturing, tribal government and low-income housing industries. - Exposure to complicated accounting issues, including discontinued operations, convertible preferred stock offerings with attached warrants, beneficial conversion features and restatements of previously issued financial statements. - Performed testing over SOX 404 internal controls and performed walkthroughs of significant process, including estimation processes and significant transaction processes. - Lead a public company audit and improved efficiency by cutting over 150 hours from the prior year audit, which saved the firm $50,000. - Effectively manage client relationships and build strong and positive client relationships across various public and private clients, measured by excellent feedback received from clients. - Participated in recruiting events at colleges and job fairs. - Utilized research resources in order to conduct research on applicable accounting matters and provided clear, concise analysis and deliverables regarding several topics. Show less



UMD Financial Aid and Registrar

• Financial Aid Assitant

  • Feb 2008 - Dec 2009

  Reviewed FAFSA applicant's and their parents tax returns to verify information agrees to FAFSA information and made adjustments accordingly. Reviewed FAFSA applicant's and their parents tax returns to verify information agrees to FAFSA information and made adjustments accordingly.