Financial Controller

• Mar 2020 - Present

Associate

• May 2019 - Mar 2020

Implementing financial reporting systems for private equity clients to support sell side transactions and insights into results post transaction. Providing guidance on data management and structuring to uncover insights into financial results Regularly interfacing with CFOs and finance leaders to ensure reporting and process design is ready for transition to full time finance staff. Manage project deliverable timelines and client expectations. Led the finance function for a $5M… Show more Implementing financial reporting systems for private equity clients to support sell side transactions and insights into results post transaction. Providing guidance on data management and structuring to uncover insights into financial results Regularly interfacing with CFOs and finance leaders to ensure reporting and process design is ready for transition to full time finance staff. Manage project deliverable timelines and client expectations. Led the finance function for a $5M revenue professional development company and was primary consultant to the GM for decision support Show less Implementing financial reporting systems for private equity clients to support sell side transactions and insights into results post transaction. Providing guidance on data management and structuring to uncover insights into financial results Regularly interfacing with CFOs and finance leaders to ensure reporting and process design is ready for transition to full time finance staff. Manage project deliverable timelines and client expectations. Led the finance function for a $5M… Show more Implementing financial reporting systems for private equity clients to support sell side transactions and insights into results post transaction. Providing guidance on data management and structuring to uncover insights into financial results Regularly interfacing with CFOs and finance leaders to ensure reporting and process design is ready for transition to full time finance staff. Manage project deliverable timelines and client expectations. Led the finance function for a $5M revenue professional development company and was primary consultant to the GM for decision support Show less

Senior Financial Analyst - Enterprise Systems

• Jun 2018 - May 2019

-Finance member of the Solutions Engineering Leadership Team, including nine directors and the VP of Solution Engineering -Forecasting and analyzing for a six hundred person organization that supports IT investments for Grainger -Assist in the valuation of internally created software and potential impairments -Provide strategic decision support on staffing decisions -Leading process changes to improve the level of detail in our time reporting which will improve the valuation of our… Show more -Finance member of the Solutions Engineering Leadership Team, including nine directors and the VP of Solution Engineering -Forecasting and analyzing for a six hundred person organization that supports IT investments for Grainger -Assist in the valuation of internally created software and potential impairments -Provide strategic decision support on staffing decisions -Leading process changes to improve the level of detail in our time reporting which will improve the valuation of our internally created software

Senior Accountant

• Oct 2016 - Jun 2018

-Lead on ASC 606 revenue recognition implementation across Grainger’s global accounting functions -Analyze contracts to determine the proper accounting based on ASC 606 -Implement new processes and controls based on ASC 606 revenue recognition implementation

Staff Accountant

• Jan 2016 - Sep 2016

-Monthly journal entries and commentary on bonuses, profit sharing, pension, & post retirement expenses -Owner of SOX controls; supported quarterly testing from internal & external auditors.

Financial Analyst - Logistics & Global Export

• Jul 2015 - Dec 2015

-Forecasting, reporting, and analysis for Logistics Management’s OPEX budget and monthly gross profit analysis to explain drivers in the variance to forecasted sales & gross profit -Projected freight costs based on the expected fuel surcharge in future months including the design of a sales forecast model to project export sales based on the fluctuation of oil prices forecasted by the Department of Energy.

Staff Accountant - Enterprise & Cost Accounting

• Jan 2015 - Jun 2015

-Month end accounting responsibilities and process improvement inclusive of profit sharing calculations, real estate taxes, T&E, and COGS -Strong focus on process improvement and audit deliverables -Redesign of the company profit sharing calculation

Financial Analyst - Branch Network

• Jul 2014 - Dec 2014

-Staffing analysis & reporting for 300 branch locations -Training branch managers on using our tools to plan their staffing levels for seasonal increases in vacation time and other staffing challenges

Internal Audit Intern

• May 2013 - Aug 2013

-Conducting branch audits for the Internal Audit department inclusive of inventory counts, reviewing daily transactions, ensuring that segregation of duties are being followed within the branch, and company policy is being followed by branch managers and employees -Developing and reviewing SOX process maps -Conducting branch audits for the Internal Audit department inclusive of inventory counts, reviewing daily transactions, ensuring that segregation of duties are being followed within the branch, and company policy is being followed by branch managers and employees -Developing and reviewing SOX process maps