Experience

Clerics of St. Viator

• Religious Institutions
• 1 - 100 Employee

• Executive Administrative Assistant

  • Apr 2019 - Present



Medical Offices and Osh, LLC

• Consultant/Analyst (part-time)

  • Dec 2017 - Mar 2019

  Medical Offices: Key analyst reconciling accounts, creating efficiencies and correcting financial errors. Automated and constructed schedules to eliminate late fees. Reconciled and uncovered fraud within office. Created procedures to enforce internal controls.Property Management Specialist: Audit and manage financials of 9 rental properties. Automated and constructed schedules to eliminate late fees. Worked with property manager through the sale of 6 properties. Medical Offices: Key analyst reconciling accounts, creating efficiencies and correcting financial errors. Automated and constructed schedules to eliminate late fees. Reconciled and uncovered fraud within office. Created procedures to enforce internal controls.Property Management Specialist: Audit and manage financials of 9 rental properties. Automated and constructed schedules to eliminate late fees. Worked with property manager through the sale of 6 properties.



Barrington Saddlery LLC - division of International Capital Investment Company

• Finance - V.I.P. Client Services (part-time)

  • Jun 2012 - Jun 2017

  Reported daily sales details to management identifying key product lines associated with improved sales volume and profit margin. Implemented procedures and trained staff on new Point of Sale system. Created and tracked V.I.P. rewards program for elite customers and VIP Trainers. Reported daily sales to management. Prepared and audited bi-weekly payroll for Human Resources. Filed monthly sales tax returns. Handled special billing requests and account analysis for elite customers. Reduced accounts receivable 75% by creating an aging report, calling customers and meeting regularly with sales associates to set goals.



St. Anne Home and School Association

• President Elect, President, President Emeritus (volunteer)

  • Jun 2009 - Jun 2012

  As president, led a team of six officers and over 20 committees to raise funds, drive family involvement and promote the St. Anne Community. Increased annual net proceeds 30% to fund school technology. As president, led a team of six officers and over 20 committees to raise funds, drive family involvement and promote the St. Anne Community. Increased annual net proceeds 30% to fund school technology.



United Airlines - Mileage Plus, Inc.

• Analyst/Accountant

  • May 1995 - Aug 1998

  Collaborated with the Controller to prepare and present financial business reviews that communicated key drivers for expense control during monthly forecast meetings with Executive Management. Prepared annual Operating Expense Budgets, working across the company to compile/edit data with all managers. Performed month-end closing to back up accountant. Managed accounts payable and reconciled outstanding variance. Improved the analysis of monthly operational and financial reporting by tracking unproductive time and creating a monthly summary. Completed various Financial Analysis projects and researched and prepared recommendation for a new Accounting System.



Fanuc Robotics North America, Inc.

• Financial Analyst

  • Apr 1994 - Jan 1995

  Designed and created various financial budgets, forecasts and analysis for new corporate finance department. Revamped cash forecast model and authored a guide for Executive Management to interpret model. Coordinated and trained management in the preparation of operating expense budget/forecast. Designed and created various financial budgets, forecasts and analysis for new corporate finance department. Revamped cash forecast model and authored a guide for Executive Management to interpret model. Coordinated and trained management in the preparation of operating expense budget/forecast.



American Distribution System, Inc.

• Financial Accountant

  • Nov 1992 - Mar 1994

  Responsible for the preparation of corporate financial statements, bi-weekly payroll, daily cash flow analysis and profit/loss studies. Decreased preparation time of monthly financials by 50%. Responsible for the preparation of corporate financial statements, bi-weekly payroll, daily cash flow analysis and profit/loss studies. Decreased preparation time of monthly financials by 50%.



Wickes Furniture Company, Inc.

• Corporate Accounting Manager, Senior Financial Analyst, Corporate Cash Manager and Financial Analyst

  • Oct 1988 - May 1992

  Responsibilities within these roles included:Accurate and timely preparation of all financial statements. Accelerated receivable collections and decreased reporting errors. Coordinated the audits of independent, internal and state auditors. Preparation and completion of field budgets with over $200 million in sales for 25 store locations. Prepared monthly forecast for Executive Management. Established cash management procedures for leveraged buyout company. Originated policies for precise handling of $70 million in loans.