Experience

Ampla

• United States
• Financial Services
• 1 - 100 Employee

• Product Manager

  • May 2023 - Present

  Austin, Texas, United States Building the next generation of finance driven products for emerging brands



Brex

• United States
• Financial Services
• 700 & Above Employee

• Product Manager

  • Jun 2021 - May 2023

  Austin, Texas, United States Focusing on the end to end customer experience and infrastructure creation surrounding credit and underwriting across Brex products.

• Credit and Risk Lead

  • Jul 2020 - Jun 2021

  Austin, Texas, United States

• Capital Markets

  • Jun 2019 - Jul 2020

  Greater New York City Area

• Senior Accountant

  • Mar 2019 - Jun 2019

  San Francisco Bay Area The smartest corporate card in the room. No personal guarantee, instant approvals, and modern payment terms. Powered by the Mastercard network with best-in-class fraud protection.



PwC

• Professional Services
• 700 & Above Employee

• Audit Senior Associate

  • Jul 2018 - Mar 2019

  San Francisco Bay Area Relevant Industry Experience: - FinTech - Banking - Asset Management - Venture Capital - SEC Reporting (PCAOB)

• Audit Associate

  • Oct 2016 - Jun 2018

  San Francisco Bay Area Relevant Industry Experience: - FinTech - Banking - Asset Management - Venture Capital - SEC Reporting (PCAOB)



County of Santa Barbara

• Government Administration
• 700 & Above Employee

• Part Time Accountant-Auditor - Payroll Division

  • Aug 2015 - Apr 2016

  Santa Barbara, California Area The Office of the Auditor-Controller provides accounting, budgeting, and financial services to the public, county agencies, school districts, special districts, and cities as defined under Government Code. The Auditor-Controller is dedicated to act in a way that will serve the public interest, honor the public trust and demonstrate a commitment to professionalism. The Payroll Division within the County of Santa Barbara handles payroll for over 4,500 employee on a biweekly schedule. The… Show more The Office of the Auditor-Controller provides accounting, budgeting, and financial services to the public, county agencies, school districts, special districts, and cities as defined under Government Code. The Auditor-Controller is dedicated to act in a way that will serve the public interest, honor the public trust and demonstrate a commitment to professionalism. The Payroll Division within the County of Santa Barbara handles payroll for over 4,500 employee on a biweekly schedule. The Payroll division handles all aspects of the payroll cycle saving the County, and people, of Santa Barbara over $200,000 dollars annually. As a part time employee I have been asked to complete the following projects for the Payroll Division: -Redesign biweekly payroll process instruction documentation for ease of use, clarity, and accuracy -Create in-person training program and instructional documentation for operation of new, county wide, time card system -Utilize Java Script in new hire process by replicating PDF fields in 65 page new hire packet

• Part Time Accountant-Auditor - Advanced Accounting Division

  • Jul 2014 - Aug 2015

  Santa Barbara, California The Office of the Auditor-Controller provides accounting, budgeting, and financial services to the public, county agencies, school districts, special districts, and cities as defined under Government Code. The Auditor-Controller is dedicated to act in a way that will serve the public interest, honor the public trust and demonstrate a commitment to professionalism. The Advanced Accounting division is a dynamic division within the office that handles revenue tracking, special district… Show more The Office of the Auditor-Controller provides accounting, budgeting, and financial services to the public, county agencies, school districts, special districts, and cities as defined under Government Code. The Auditor-Controller is dedicated to act in a way that will serve the public interest, honor the public trust and demonstrate a commitment to professionalism. The Advanced Accounting division is a dynamic division within the office that handles revenue tracking, special district financial management, fund reorganization, and many more specialized projects that do not fall under another department’s particular preview. As an part time employee, I am responsible for many monthly, quarterly, and yearly tasks, division wide project assistance, as well as development, planning and execution of my own projects. Monthly, Quarterly, and Yearly Responsibilities: -Receive, Track and Distribute over 20 million dollars monthly generated through 30 state revenue sources using access and excel -Perform advanced fund reconciliations and closing journal entries in high audit risk situations -Create monthly, quarterly, and year-end transaction and correction journal entries for accounts with over 5000 transactions utilizing excel functions -Serve as compliance liaison for over 25 districts and 15 revenue recipients -Report and summarize data for use in creating publications intended for the state government and the public Project Based Work: -Interpret FEMA and US Coast Guard guidelines to develop cost breakdowns and justifications for use in the greater than $500,000 cost recovery settlement for the cleanup of the Refugio Oil Spill -Redesign division wide revenue processing training program following “Deming” guidelines -Collect, analyze, and summarize data for presentation of audit risks for management decisions -Construct, with team of programmers, a Microsoft access database to automate the revenue tracking process making it more accurate and consistent

• Financial Accounting and Customer Service Agent

  • Apr 2014 - Jul 2014

  Santa Barbara,California The Office of the Auditor-Controller provides accounting, budgeting, and financial services to the public, county agencies, school districts, special districts, and cities as defined under Government Code. The Auditor-Controller is dedicated to act in a way that will serve the public interest, honor the public trust and demonstrate a commitment to professionalism. The Financial Accounting and Reporting division handles claims on funds, internal reimbursement for travel, and financial… Show more The Office of the Auditor-Controller provides accounting, budgeting, and financial services to the public, county agencies, school districts, special districts, and cities as defined under Government Code. The Auditor-Controller is dedicated to act in a way that will serve the public interest, honor the public trust and demonstrate a commitment to professionalism. The Financial Accounting and Reporting division handles claims on funds, internal reimbursement for travel, and financial data summary for reporting purposes. As a Financial Accounting and Customer Service Agent my primary responsibilities included the following: - Processed customer claims for expenditure reimbursements ranging from 5 to 50,0000 dollars - Served as the customer support agent for the claim creator and managed any questions or concerns - Prioritized certain claims while maintaining a fair workflow - Processed 20 or more claims per hour and received hundreds a day



California Shock Trauma Air Rescue

• Assistant to the CFO

  • Jun 2012 - Sep 2012

  Sacramento, California -Transitioned sensitive medical files, supply invoices, service invoices, and part manifests from paper format to a paperless format. - Digitization, classification, and sorting in the information organization system of CALSTAR.