Regional Vice President

• Jun 2017 - Present

"Primerica Representives are not financial analysts, and Primerica does not offer banking and accounting services." Primerica helps families earn more income, become properly protected, debt free, and financially independent. "Primerica Representives are not financial analysts, and Primerica does not offer banking and accounting services." Primerica helps families earn more income, become properly protected, debt free, and financially independent.

Regional Leader, Independent Contractor

• Jun 2008 - Present

We help families become properly protected, debt free, and financially independent. We help families become properly protected, debt free, and financially independent.

SFC - CBRN OC/T

• Aug 2003 - Feb 2018

Credit Risk Analytics Consultant

• Apr 2016 - Apr 2017

Zone Financial Analyst

• Nov 2014 - Mar 2016

Financial Analyst - Salaried Professional

• May 2014 - Oct 2014

Assignments: TJ MAXX ZONE 2 Supports over 300 locations with Financial analysis, labor and non-labor expenses. Analyzes expense performance to plan; performs variance analysis. Responsible for budgeting monthly sales adjustments, management payroll, and associate payroll budgets. Recommends action to improve performance and opportunities for expense reduction. Assignments: TJ MAXX ZONE 2 Supports over 300 locations with Financial analysis, labor and non-labor expenses. Analyzes expense performance to plan; performs variance analysis. Responsible for budgeting monthly sales adjustments, management payroll, and associate payroll budgets. Recommends action to improve performance and opportunities for expense reduction.

Sr. Rent Disbursements (Contract)

• Feb 2012 - Jan 2013

Ensured accurate and timely payment of landlord rents and any changes in accordance with leases. This includes minimum rent, percentage and overage rent processing. Reconciled assigned landlord invoices. Ensured the precise and timely set up/maintenance of new stores in Real Estate Manager (REM). Liased with Real Estate Division, Legal Department and Landlords on escalated issues/inquiries. Performed routine audits of work performed by offshore agents to ensure reconciliation accuracy. Facilitated sales audits. Provided backup to auditors. Show less

SOX Specialist (Contract)

• Dec 2011 - Feb 2012

Performed testing of key internal controls in support of Sarbanes-Oxley compliance efforts Assisted with the documentation of the controls using OpenPages Sent completed documentation to the Director for review Performed testing of key internal controls in support of Sarbanes-Oxley compliance efforts Assisted with the documentation of the controls using OpenPages Sent completed documentation to the Director for review

Financial Analyst

• Mar 2011 - Sep 2011

Developed complex Excel spreadsheets to forecast/analyze a variety of financial measures including revenue, census and gross margins. Created chargeback model to allocate expenses across locations. Assisted in forecast and budget cycles. Assisted in monthly close process. Prepared account analysis and roll forward schedules. Tracked capital expenditures and maintained fixed asset ledgers. Prepared Ad-hoc reporting and analysis as requested. Developed complex Excel spreadsheets to forecast/analyze a variety of financial measures including revenue, census and gross margins. Created chargeback model to allocate expenses across locations. Assisted in forecast and budget cycles. Assisted in monthly close process. Prepared account analysis and roll forward schedules. Tracked capital expenditures and maintained fixed asset ledgers. Prepared Ad-hoc reporting and analysis as requested.

Financial Analyst II (Contract)

• Nov 2010 - Mar 2011

Extracted, analyzed, and interpreted financial data to provide valuable information for managers and directors to assist in economic and business decisions Tracked purchase requisitions to assist accounting department in accrual entries Collaborated with accounting to perform month-end procedures and book adjusting entries Assisted in budget and forecasts preparation and management Responsible for capital expenditures and expense cost tracking Tracked Vendor invoices by budget lines to provide project managers with valuable analysis for contract negotiations and forecasting Monitored budget to assess for risks and opportunities; assisted accounting in determining applicable budget lines for invoices Performed variance analysis comparing budget to actual; collaborated with project managers to explain variances Prepared ad-hoc reporting and analysis as requested Handled multiple tasks simultaneously while maintaining deadlines Show less

Financial Analyst (Contract)

• Mar 2009 - Nov 2009

Consolidated monthly departmental financial results from all business units for the division. Facilitated Day -2, Day +3, and Day +5 conference calls with business units to gather detailed analysis on all revenue and expense variances and trends. Communicated results to Directors, CFOs, and CEOs. Monitored headcount and personnel cost changes. Provided ad hoc financial analysis and reporting as requested. Assisted in annual three year, long range business development planning process. Assisted in quarterly budget reporting and consolidation. Provided ongoing maintenance and adjustments to established financial modeling. Assisted with various monthly presentations for upper management. Noteworthy: With only 1.5 months experience, took over all Division Financial Analyst IV responsibilities while maintaining all deadlines and quality of work. Show less

Senior Internal Auditor/SOX Consultant

• Jul 2007 - Aug 2008

Led Sarbanes-Oxley engagements in manufacturing and pharmaceutical industries Managed Projects, supervised a team of 4 personnel Assisted in training and development of new hires Led Sarbanes-Oxley engagements in manufacturing and pharmaceutical industries Managed Projects, supervised a team of 4 personnel Assisted in training and development of new hires

External Auditor

• Aug 2005 - Jul 2007