Experience

Clean Energy Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• VP of Finance

  • Oct 2021 - Jan 2023

  Financial Officer supporting the Chief Executive Officer via a broad range of accounting and finance duties. Works closely with Credit Union staff, acting as an internal financial consultant and subject matter expert. Key activates include internal, external, and regulatory reporting, daily accounting and payments processing, and interfacing with external auditors and NCUA examiners.



DaLand LLC

• United States
• Banking
• 1 - 100 Employee

• Director of Capital & Documentation

  • Apr 2021 - Oct 2021

  Collaborated closely with the Strategy Layer to ensure sustainable resource alignment to strategic objectives through the process of financial planning, budgeting, human resource engagement and development initiatives, contract management, and protection and utilization of intellectual property and strategies.

• CUSO Finance/Contract Strategist

  • Jul 2020 - Apr 2021

  Oversee financial operations, accounting, and payroll for DaLand CUSO. Ensure the strategic alignment of operational deliverables to our products and the corresponding financial operations. Responsible for optimizing financial operations of the company and ensure ongoing alignment of financial operations with product delivery suite.

• CUSO Finance/Contract Analyst

  • Oct 2019 - Jul 2020

  Accurately and efficiently execute the end-to-end daily, weekly, monthly, and quarterly accounting processes, financial reporting, general ledger entries, and payroll processing, ensuring adherence to DaLand’s financial policies and procedures, and validating that data is properly managed to measure the performance of DaLand’s business lines.



Longmont Auto Sales

• Office Manager / Bookkeeper / Title Clerk / Internal Auditor

  • Jan 2019 - Oct 2019

  Longmont, CO • Challenge: To analyze the point of sale system to create a more effective bookkeeping and inventory process, while managing the day-to-day processes. • Action: Implemented a streamlined process to the business model which was less prone to errors. • Result: Bookkeeping results are reflected accurately, documentation is archived in accordance to state guidelines. These modifications have helped the company turn a profit.



Little Apple Consulting

• Founder & Owner Little Apple Consulting LLC | Operations | Contract Specialist | Data Analytics

  • Feb 2013 - Oct 2019

  Greater Denver Area Founder and Owner of Little Apple Consulting LLC assisting companies with contract review/ negotiation, vendor evaluation, and data analysis on vendor proposals, bids, and contracts, ensuring clients had an objective perspective on the realities, benefits, and risks of key platform and vendor relationships/contracts • Cultivated custom-made contracts for clients and their vendors that are affordable and sustainable. • Promoted cost-efficient processing, emerging technologies, and… Show more Founder and Owner of Little Apple Consulting LLC assisting companies with contract review/ negotiation, vendor evaluation, and data analysis on vendor proposals, bids, and contracts, ensuring clients had an objective perspective on the realities, benefits, and risks of key platform and vendor relationships/contracts • Cultivated custom-made contracts for clients and their vendors that are affordable and sustainable. • Promoted cost-efficient processing, emerging technologies, and ideal strategies for member and transactional growth. • Passionate about reviewing all the data and vendor contracts in order to provide the client with the best platform selection. Show less



Allconnect

• United States
• Internet Publishing
• 100 - 200 Employee

• Revenue Operations Manager

  • May 2010 - Mar 2011

  Greater Atlanta Area Challenge: Manager position created to oversee and train growing revenue team in response to effective progress made as analyst. Action: Led revenue team to bring back millions in payment reconciliations while helping improve internal processes. Reviewed contracts and provided critical feedback to ensure efficient support and smooth transition of new deals. Result: Received VP recognition for training and mentoring new revenue assurance analysts from beginning to advanced levels… Show more Challenge: Manager position created to oversee and train growing revenue team in response to effective progress made as analyst. Action: Led revenue team to bring back millions in payment reconciliations while helping improve internal processes. Reviewed contracts and provided critical feedback to ensure efficient support and smooth transition of new deals. Result: Received VP recognition for training and mentoring new revenue assurance analysts from beginning to advanced levels profiting company from end-to-end.

• Revenue Assurance Analyst

  • Apr 2007 - May 2010

  Greater Atlanta Area • Challenge: To provide oversight to the sales-to-cash process serving as functional boundary spanner ensuring full return on sales. • Action: Developed and implemented multiple automated solutions into useful reports and data providing management with relevant and accessible information. • Result: Recovered 975K through auditing 94% of phone and cable rates in Accord, finding 7,676 rate discrepancies between Accord and the provider contract. Worked collaboratively with IT to… Show more • Challenge: To provide oversight to the sales-to-cash process serving as functional boundary spanner ensuring full return on sales. • Action: Developed and implemented multiple automated solutions into useful reports and data providing management with relevant and accessible information. • Result: Recovered 975K through auditing 94% of phone and cable rates in Accord, finding 7,676 rate discrepancies between Accord and the provider contract. Worked collaboratively with IT to ensure the Accord re-write project satisfied all finance-related revenue, billing and cash collection imperatives.



inCode Wireless

• Telecommunications
• 1 - 100 Employee

• Revenue Recognition Manager

  • Dec 2006 - Apr 2007

  Greater Atlanta Area Challenge: Promoted to oversee the contract revenue process of professional service contracts and ensure their compliance to company and GAAP guidelines. Action: Managed revenue forecasting, support documentation and pricing of new service offerings while interfacing with sales, operations and billing for all revenue transactions. Conducted training sessions on revenue recognition for sales and operations personnel. Result: Consolidated multiple Excel files into one automated… Show more Challenge: Promoted to oversee the contract revenue process of professional service contracts and ensure their compliance to company and GAAP guidelines. Action: Managed revenue forecasting, support documentation and pricing of new service offerings while interfacing with sales, operations and billing for all revenue transactions. Conducted training sessions on revenue recognition for sales and operations personnel. Result: Consolidated multiple Excel files into one automated system using Macros and formulas slashing month-end close from two weeks to four days.

• Contract and Project Accounting Manager

  • May 2006 - Dec 2006

  Greater Atlanta Area Challenge: Design financial tools to assist in the reporting processes for revenue, accounts receivable, accounts payable and general ledger, utilizing advanced Access and Excel. Action: Redesigned company’s automated database systems and financial tools to streamline processes, generate financial & revenue reports, and ensure accurate commission payout. Result: Economized time of end-to-end processes, including reducing document conversions from 3 days to several hours using… Show more Challenge: Design financial tools to assist in the reporting processes for revenue, accounts receivable, accounts payable and general ledger, utilizing advanced Access and Excel. Action: Redesigned company’s automated database systems and financial tools to streamline processes, generate financial & revenue reports, and ensure accurate commission payout. Result: Economized time of end-to-end processes, including reducing document conversions from 3 days to several hours using macros and formulas in Excel.



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Vendor Compliance Analyst

  • Jun 2005 - May 2006

  Greater Atlanta Area Challenge: Analyze and review key components of vendor contracts to identify issues and errors. Action: Identified key issues in vendor contracts, including work authorizations and contract breeches. Collaborated with headquarters and vendors to resolve contract discrepancies. Results: Recovered $8.3M for Cingular Wireless after identifying contractual issues and saved $1.2M capital after correcting allocations. Discovered overcharges impacting bottom line by $550K.

• National Finance Specialist

  • Sep 2003 - Jun 2005

  Greater Seattle Area Challenge: Manage $1B requisition-to-payment process for national cell site build & growth. Analyze financial data of network projects and reconcile external vendor accounts. Action: Co-developed savvy automated tool to warehouse financial information and eliminate the input of redundant/corrupt data. Result: First team to bring company into compliance with Sarbanes Oxley by implementing and developing internal audit controls.

• Sr. Administrative Assistant

  • Jun 2000 - Sep 2003

  Greater Seattle Area Supported four senior directors and assisted in multiple projects, including launching original Blackberry.