Experience

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  The Johns Hopkins University Applied Physics Laboratory

  • Finance Supervisor

    • Mar 2022 - Present

• 

  Flywheel Digital

  • Technology, Information and Media
  • 700 & Above Employee

  • Financial Planning and Analysis Manager

    • May 2021 - Mar 2022

    • Prepare and present standalone and consolidated financial plans for business activities • Develop business and financial models as well as ad hoc analysis within the business to improve and grow all aspects of the business• Update forecast models monthly to provide latest and most up to date forecast data • Coordinate with team the preparation of management reporting and analysis• Support CFO in preparation of monthly, quarterly, half year, and year end senior management presentations• Create an FP&A structure and provide mentorship and training to junior team members

  • Financial Analyst

    • Apr 2020 - May 2021

    • Utilized QuickBooks and Hyperion to analyze and report financial data• Created budget templates and revenue files to accurately and efficiently produce both a yearly budget as well as a five-year strategic plan• Created headcount files for proper analysis and monthly reconciliation • Created and maintained quarterly sales commissions files

• 

  Planet Home Lending, LLC

  • Financial Analyst

    • Jan 2020 - Apr 2020

    • Managed and prepare budgets and creation of efficient templates, guides, & reports• Communicated and completed various analyses at request of CFO• Created, prepared, and distributed monthly reports to various branch managers, CFOs, and stakeholders• Actively engaged in team discussions, meetings, and interactions with key stakeholders• Worked with Adaptive insight vendor to create and produce additional reporting and tools to manage new database

• 

  PNC

  • Greater Pittsburgh Area

  • Finance Specialist

    • May 2017 - Jan 2020
    • Greater Pittsburgh Area

    • Handled and prepared budgets and creation of efficient templates, guides, & reports• Continually communicated with CFO managers to ensure forecast information is updated and correct• Prepared, distributed, and ensured timeliness and accuracy of reports, journal entries, and reconcilements• Streamlined and enhanced processes and procedures in conjunction with service partners• Ensured reconcilements have been accurately reviewed and are completed in a timely manner

• 

  BNY Mellon

  • United States
  • Financial Services
  • 700 & Above Employee

  • Securities Lending Analyst

    • Oct 2016 - Jun 2017

    o Reconcile, research and prove area proof differenceso Serve as contact to bank personnel and brokers/dealerso Prepare reports and spreadsheets for control and management review

  • Corporate Actions Senior Specialist

    • Feb 2015 - Oct 2016

    o Create various corporate action events in both the Canadian and South American stock marketso Send out notices to both internal and external clients regarding eventso Create procedures manual as well as checklists for each corporate action evento Verify and confirm information received is correct and reliableo Communicate with other departments to confirm creation responses have been received within a timely mannero Run daily reports and contact appropriate team regarding resolutionso Train new hire employees on procedures and applications

  • IVC Agent

    • Nov 2012 - Feb 2015

    o Follow strict rules and procedures in order to verify and distribute instructions from our clients to internal departments o Demonstrate the necessary skills required within area of expertiseo Keep Signature Lists updated, organized, and easily attainable within a database o Ensure completion of daily critical controls, ensuring compliance with internal procedureso Tackles problems and takes independent action to build logical approaches to resolve problems

• 

  Citi

  • Greater Pittsburgh Area

  • Senior Branch Account Executive

    • Sep 2011 - Nov 2012
    • Greater Pittsburgh Area

    o Sell loans and insurance products o Make recommendations of credit worthinesso Resolve discrepancies and recommend solutions with delinquent accountso Perform administrative tasks such as cash drawer management, answer telephones, routine typing, order supplieso Service accounts

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  JCPenney

  • Greater Pittsburgh Area

  • Divisional Sales Director

    • Sep 2008 - Sep 2011
    • Greater Pittsburgh Area

    o Provide customer serviceo Direct, supervise and assign employees to specific duties o Hire, train, and evaluate personnelo Schedule and assign weekly sales goals to employees while evaluating progress to use resources effectively o Handle escalated register transactions and procedures

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  Umbrella Services

  • Greater Pittsburgh Area

  • Teachers Aide

    • Jul 2003 - Jul 2009
    • Greater Pittsburgh Area

    o Teach children with Autism basic life, transportation, and monetary skillso Follow and track Extended School Year Goals provided by each individual school districto Establish and implement individualized goals