Experience

Legion

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2017 - Present

  In this role I own and operate the finance and accounting functions for Legion Athletics. • Financial reporting, forecasting, planning, and analysis. • Budgeting and expense management. • Accounting data entry and reconciliation. • Sales forecasting, inventory and production management. • Financial system implementations and management. • Income tax filings, and tax planning. • Accounts Receivable. • Accounts Payable. VICE PRESIDENT OF FINANCE, LEGION… Show more In this role I own and operate the finance and accounting functions for Legion Athletics. • Financial reporting, forecasting, planning, and analysis. • Budgeting and expense management. • Accounting data entry and reconciliation. • Sales forecasting, inventory and production management. • Financial system implementations and management. • Income tax filings, and tax planning. • Accounts Receivable. • Accounts Payable. VICE PRESIDENT OF FINANCE, LEGION ATHLETICS (September 2017 - December 2021) Show less



Social Tables (now part of Cvent)

• United States
• Hospitality
• 1 - 100 Employee

• Senior Financial Analyst

  • Mar 2016 - Sep 2017

  Washington D.C. Metro Area • Monthly reporting, dashboards, and variance analysis on KPIs. • Sales team compensation modeling. Monthly commissions calculations. • Internal sales contract management. • Sales operation workflow mangement. • Forecasted cash flows within 5% of actuals. • Reduced average receivables to within 30 days. • Created a robust algorithm to personalize and batch dtc collections outreach. • Implemented AR metrics and dashboard reporting for daily tracking.



National Student Clearinghouse (contracting under ROCS)

• Accounting Consultant

  • Oct 2015 - Jan 2016

  Temp contract at the National Student Clearinghouse. Finance and accounting team operational support. Focused on 'areas of improvement' and worked to streamline processes to cut down average accounting close time. • Monthly journal entries; adjusted and posted depreciation. • Revenue amortization schedules. • Weekly cash flow transactions; updated bank reconciliations. • Generated and uploaded AR (1000+ invoices monthly). • Recording and application of lockbox/customer… Show more Temp contract at the National Student Clearinghouse. Finance and accounting team operational support. Focused on 'areas of improvement' and worked to streamline processes to cut down average accounting close time. • Monthly journal entries; adjusted and posted depreciation. • Revenue amortization schedules. • Weekly cash flow transactions; updated bank reconciliations. • Generated and uploaded AR (1000+ invoices monthly). • Recording and application of lockbox/customer payments. • Processed client refunds; oversaw correspondence on refunds in transit. • Reported and filed monthly state tax transactions and payments. • Responded to internal and external financial inquiries daily. Show less



DISYS

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Accountant

  • Mar 2014 - Aug 2015

  McLean, VA SENIOR ACCOUNTANT (March 2015 - August 2015) • Prepared/posted monthly and adjusting journal entries. • Reconciled general ledger accounts to ensure accurate and consistent financial reporting. • Produced/implemented expense recognition forms to capture and accrue costs monthly. • Conducted regular variance analysis and formulated explanations for closing accuracy. • Identified, researched and resolved corporate accounting, auditing and operational issues. • Set up… Show more SENIOR ACCOUNTANT (March 2015 - August 2015) • Prepared/posted monthly and adjusting journal entries. • Reconciled general ledger accounts to ensure accurate and consistent financial reporting. • Produced/implemented expense recognition forms to capture and accrue costs monthly. • Conducted regular variance analysis and formulated explanations for closing accuracy. • Identified, researched and resolved corporate accounting, auditing and operational issues. • Set up accounting templates to simplify manual processes hastening the monthly close. BILLING AND COLLECTIONS ANALYST (March 2014 - March 2015) • Verified, approved and processed client invoices using Oracle’s PeopleSoft software. • Customized and generated queries used to track daily billing goals and monitor progress. • Analyzed client account receivable balances and politely inquired into past due amounts. • Maintained and updated database information used to produce managerial reports. • Reconciled client accounts and resolved discrepancies. • Responded to internal inquiries and general issues through use of the JIRA ticketing system. • Produced weekly metrics and monthly aging reports for tracking department performance. Show less



The Roof Center

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Accounts Receivable Specialist - Distribution Leadership Program

  • Feb 2013 - Feb 2014

  Gaithersburg, MD • Processed, updated and recorded all incoming company payments accurately and efficiently. • Contacted customers and resolved potential payment application issues. • Prepared monthly reports; KPI report, operational and service charge income. • Documented NSF check notices and pursued collection. • Assisted office employees with IT concerns and general troubleshooting regarding MS Excel. • Coded, scanned, and indexed accounts payable invoices for quick retrieval and… Show more • Processed, updated and recorded all incoming company payments accurately and efficiently. • Contacted customers and resolved potential payment application issues. • Prepared monthly reports; KPI report, operational and service charge income. • Documented NSF check notices and pursued collection. • Assisted office employees with IT concerns and general troubleshooting regarding MS Excel. • Coded, scanned, and indexed accounts payable invoices for quick retrieval and payment. • Archived additional documents such as void tickets, NSF checks, and daily reconciliations. • Reviewed AP invoices for accuracy and consistency. Show less