Key 2nd Assistant Accountant

• Feb 2022 - Present

2nd Assistant Accountant

• Jun 2021 - Feb 2022

Accounting Clerk

• Oct 2019 - Jun 2021

• Logging/tracking POs, matching POs to invoices, entering POs and invoices into PSL, printing checks• Vendor entry and maintenance in PSL; communicating with departments and vendors to open credit accounts• Auditing Petty Cash, entering driver meal money in PSL, entering Cashet in PSL• Maintaining organization in the Accounting office via defined filing and tracking processes, opening office mail

Lead Credit Risk Analyst

• Aug 2018 - Oct 2019

• Manage industry classifications for 40,000+ credit customers for industry trends, and presentation to the board• Maintain a shared storage and filing system for all department files, reports, and procedures • Provides exposure trend analyses; investigate discrepancies and variances for senior management review• Maintain customer profiles to ensure accuracy (i.e. borrower ratings, merger/acquisition activity, loan balances, client hierarchy, industry classification, entity type/subtype) • Complete quarterly federal regulatory submissions and documentation as necessary• Tracks status of customers affected by wildfires, hurricanes, etc. that impact their ability to conduct business• Validate performance of new and existing company-wide technology platforms• Facilitate weekly Clearinghouse meeting• Develop Sarbanes-Oxley-compliant control documents, procedural documents, and checklists for departmental tasks• Monitor vendor performance to ensure deadlines are met, and provide assessment of deliverables for contract renewal negotiations. Show less

Junior Credit Analyst

• Apr 2017 - Aug 2018

• Performed monthly, quarterly, and annual data and exposure validation for systemically significant financial institutions (i.e. up-to-date borrower rating, correct limit and exposure figures, correct client hierarchy representation, etc.)• Ensured past-due borrower ratings are remediated for direct credit/global markets customers; reach out to internal partners and senior management when necessary• Facilitated weekly Clearinghouse meeting – run, format, and disseminate report to client portfolio managers and credit department heads for review and feedback regarding credit risk and business decisions prior to weekly meeting; perform administrative tasks such as confirming/communicating meeting logistics, attendance, minutes, and results• Developed Sarbanes-Oxley-compliant control documents, procedural documents, and checklists for departmental credit risk reporting tasks Show less

Financial Analyst - Sales Audit

• Oct 2016 - Apr 2017

• Maintained store cash and store credit card fees sub ledgers in ReconNet, including data integrity, balance file loading, data purge, and General Ledger Mapping. • Ensured audited sales transfer to the General Ledger timely and accurately• Completed analysis on centrally managed accounts, including forecast guidance and expense control initiatives• Responsible for the preparation and review of account reconciliations and journal entries• Oversaw Sales Journal General Ledger mapping and I-series & Oracle GL interfaces. • Responsible for Sarbanes-Oxley internal control compliance• Provided support for Financial Shared Services projects associated with focus on process improvement• Performed testing and reporting for new systems projects • Coordinated and completed information requests for financial audits from finance business partners• Completed ad hoc financial reporting and projects as requested by Management• Established and maintained procedures for policies, including documentation and training.• Performed other duties as assigned Show less

Financial Leadership Program Teammate

• Oct 2015 - Oct 2016

Participated in four rotations spanning core finance disciplines, including opportunities in Sales Audit, Accounts Payable, Accounts Receivable, Payroll and Finance Support. Accounts Payable Rotation:•Facilitated invoices getting into the AP system and to the appropriate approvers•Investigated and resolved invoice or payment discrepancies with suppliers•Identified opportunities for process and work flow improvements •Additional responsibilities as assignedSales Audit & Accounts Receivable Rotation:•Reconciled bank activity with point of sale activity for all tenders•Ensured that all activity gets accurately recorded in the financial statements•Ensured that all Credit Card Retrieval and Chargeback requests are fulfilled •Prepared and analyzed fraud reports to optimize fraud rules •Generated monthly invoices for licensees and recorded payments receivedPayroll Rotation:•Investigated and resolved payment questions or discrepancies•Performed verification and balancing functions to ensure the accuracy of payroll transactionsFinance Support Rotation:•Recorded activity in the general ledger. Investigated variances versus forecast•Partnered with external auditors to supply audit requests•Supported Inventory Control team in reconciling physical inventory results to the stock ledger•Supported Accounts Payable, Sales Audit / AR, and Payroll as needed Show less

Sustainability Fellow

• Aug 2014 - Jul 2015

• Partnered with faculty leading a research study to develop a sustainable community engagement program with the Wood Street Commons affordable housing development in downtown Pittsburgh to provide career assistance opportunities for its at-risk residents. • Researched existing, adaptable marketing modules for use in sales career development training presentations. • Partnered with faculty leading a research study to develop a sustainable community engagement program with the Wood Street Commons affordable housing development in downtown Pittsburgh to provide career assistance opportunities for its at-risk residents. • Researched existing, adaptable marketing modules for use in sales career development training presentations.