Experience

DENT Instruments, Inc.

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Director of Finance & Human Resources

  • Mar 2023 - Present



American Osteopathic Association

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Director, Operations and Analytics

  • Nov 2015 - Feb 2023

  - Manage largest business line for 501(c)6 representing 85% of revenue - Created new operational processes and technical improvements to systems, websites, and internal software through data-driven solutions - Lead cross-functional teams, supervised team of 3, and project managed numerous internal and external projects to increase revenue and operational efficiency - Responsible for board reporting at quarterly meetings, including financial statement, investment, and budget analysis - Manage largest business line for 501(c)6 representing 85% of revenue - Created new operational processes and technical improvements to systems, websites, and internal software through data-driven solutions - Lead cross-functional teams, supervised team of 3, and project managed numerous internal and external projects to increase revenue and operational efficiency - Responsible for board reporting at quarterly meetings, including financial statement, investment, and budget analysis



Neighborhood Housing Services of Chicago

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

• Manager of Financial Planning and Analysis

  • Jul 2011 - Oct 2015

  - Managed financial reporting and annual audits for Neighborhood Lending Services, Inc. (NLS), a large non-profit serving low and moderate income borrowers through mortgage lending, counseling services, and redevelopment/neighborhood revitalization; parent organization had $12M annual revenue and NLS holds $34M in assets - Responsible for helping to fundraise for $250M loan pool with top financial institutions as investors, serving low- and moderate-income borrowers in Chicagoland area; act… Show more - Managed financial reporting and annual audits for Neighborhood Lending Services, Inc. (NLS), a large non-profit serving low and moderate income borrowers through mortgage lending, counseling services, and redevelopment/neighborhood revitalization; parent organization had $12M annual revenue and NLS holds $34M in assets - Responsible for helping to fundraise for $250M loan pool with top financial institutions as investors, serving low- and moderate-income borrowers in Chicagoland area; act as account manager and primary contact for institutional investors - Redesigned financial team to create financial analyst role and redirect junior accountant to tasks more suited for skill set; hired, developed, and directly supervised team of 2-3 individuals Show less - Managed financial reporting and annual audits for Neighborhood Lending Services, Inc. (NLS), a large non-profit serving low and moderate income borrowers through mortgage lending, counseling services, and redevelopment/neighborhood revitalization; parent organization had $12M annual revenue and NLS holds $34M in assets - Responsible for helping to fundraise for $250M loan pool with top financial institutions as investors, serving low- and moderate-income borrowers in Chicagoland area; act… Show more - Managed financial reporting and annual audits for Neighborhood Lending Services, Inc. (NLS), a large non-profit serving low and moderate income borrowers through mortgage lending, counseling services, and redevelopment/neighborhood revitalization; parent organization had $12M annual revenue and NLS holds $34M in assets - Responsible for helping to fundraise for $250M loan pool with top financial institutions as investors, serving low- and moderate-income borrowers in Chicagoland area; act as account manager and primary contact for institutional investors - Redesigned financial team to create financial analyst role and redirect junior accountant to tasks more suited for skill set; hired, developed, and directly supervised team of 2-3 individuals Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Consultant, Project Controller Practice

  • Jul 2007 - Jul 2011

  - SAP implementation team, managing $20 million defense contractor account and $3 manufacturing account - Worked with partner to control expenses and maximize margin - Financial, and operational management of consulting projects including forecasting, budgeting, and profit modeling - SAP implementation team, managing $20 million defense contractor account and $3 manufacturing account - Worked with partner to control expenses and maximize margin - Financial, and operational management of consulting projects including forecasting, budgeting, and profit modeling



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate, Forensic Investigations

  • Apr 2006 - Jun 2007

  - Fraud detection and resolution regarding employee financial mismanagement - Promoted to senior role based on superior analytical skills in system wide databases

• Financial Analyst

  • Jun 2004 - Apr 2006

  - Began as a temporary resource during SAP Finance implementation - Hired to build financial databases to audit expenses and find fraud - Analyzed millions of lines of financial transactions and reconciled accounts between financial systems and corporate credit card statements



The Washington Economics Group, Inc.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Intern, Economic Consulting

  • Sep 2003 - May 2004

  • Conducted quantitative and qualitative research on a variety of economic and political topics under the guidance of the firm's chief economist and CEO. • Analyzed new trade agreements for impacted clients in the food & beverage and education industries. • Completed feasibility studies for clients from Latin American looking to enter or expand their market in the US. • Assisted in the development of an international economics course for chief economist’s position as guest lecturer at… Show more • Conducted quantitative and qualitative research on a variety of economic and political topics under the guidance of the firm's chief economist and CEO. • Analyzed new trade agreements for impacted clients in the food & beverage and education industries. • Completed feasibility studies for clients from Latin American looking to enter or expand their market in the US. • Assisted in the development of an international economics course for chief economist’s position as guest lecturer at FIU. Show less • Conducted quantitative and qualitative research on a variety of economic and political topics under the guidance of the firm's chief economist and CEO. • Analyzed new trade agreements for impacted clients in the food & beverage and education industries. • Completed feasibility studies for clients from Latin American looking to enter or expand their market in the US. • Assisted in the development of an international economics course for chief economist’s position as guest lecturer at… Show more • Conducted quantitative and qualitative research on a variety of economic and political topics under the guidance of the firm's chief economist and CEO. • Analyzed new trade agreements for impacted clients in the food & beverage and education industries. • Completed feasibility studies for clients from Latin American looking to enter or expand their market in the US. • Assisted in the development of an international economics course for chief economist’s position as guest lecturer at FIU. Show less