Experience

Bridge Investment Group

• United States
• Real Estate
• 400 - 500 Employee

• VP of FP&A

  • Jan 2021 - Present

• FP&A Senior Analyst

  • Jan 2019 - Jan 2021

  In-depth knowledge of Adaptive insights and Microsoft Excel- advanced modeling, integration, and detailed financial data analysis and forecasting.I have an extensive history of experience working with highly knowledgeable professionals in a very fast pace real estate and fund management industry.

• FP&A Analyst

  • Jul 2017 - Jan 2021

  Financial Planning and Analysis



Savage

• United States
• Truck Transportation
• 500 - 600 Employee

• Financial Systems Analyst

  • Jan 2016 - Jul 2017

   Administrate, Analyze, and Manage multiple Financial System Applications, Programs, Interfacing and Integration• Oracle PBCS, EPM and BI, Salesforce, Dayforce, PeopleSoft, Hyperion - Essbase (Smart View), Other In-House Applications• Microsoft Product Proficiency: Advanced Excel (macros) Word, PowerPoint, Access, Outlook, Project and SQL• Development, Support, and Enhancement of financial models and tools using excel VBA and advanced formulas that are combined with Oracle’s Hyperion ad-hoc reporting application using multiple dimensions and rules Application Design, Build Requirements and Manage the development and implementation of system enhancements• Vizio, MS Project, PMBOK, Team Work, SharePoint, Diagramming & Process Documentation• Analysis, research, and implement continuous improvement of company processes and procedures• Designed, Maintain, and assisted in the development of a Capital Acquisition request and multi-level approval UI application from within the PeopleSoft financial management software, tying Asset details to operational budgets. This automated the capitalization process in order to better facilitate the volume of asset acquisitions Show less

• Senior Accountant

  • Jun 2015 - Dec 2015

   Manage and Oversee Financial Accounting and Reporting for Capital Asset Acquisition and all related cost activities• AM GAAP Accounting from Acquisition to Retirement – including Depreciation Schedules, Insurance and License cost Allocation, Gain/Loss on Retirements, Entire Company Acquisitions and Asset Trade-ins• Asset Acquisitions - $$millions a year with several being retired or sold each year• Provide Cash Flow and other reporting regarding capital spending as compared to budgets and forecasts Show less

• Staff Accountant

  • Mar 2014 - Jun 2015

   Financial Statement Reporting (GAAP), Account Management, Operational Analysis, & Complex Cost Allocations Management• Cash Flow, P&L, Balance Sheet, and Equity Statements – Budgets, Forecasts, Actuals and Related Comparisons• Designed multiple complex system cost allocations that required a strong knowledge of GL accounting



University of Utah

• Utah

• Teaching assistant

  • Aug 2013 - Jan 2014

   Student Tutoring, Administering and Grading assignments and exams for Accounting and Finance based concepts • Proficient with Financial Management Concepts including Financial Statement Analysis, Cash Flow, Time Value Applications, Capital Budgeting, Security and Firm Valuations, Options, Risk and Return, Market Efficiency  Student Tutoring, Administering and Grading assignments and exams for Accounting and Finance based concepts • Proficient with Financial Management Concepts including Financial Statement Analysis, Cash Flow, Time Value Applications, Capital Budgeting, Security and Firm Valuations, Options, Risk and Return, Market Efficiency



Gabriel Construction

• Canada
• Construction
• 1 - 100 Employee

• Accounting Consultant, Project Manager & Business Analyst

  • May 2008 - Jul 2013

   Designed a Subcontractor Management Application tailored to the specific organizational needs • Prepare all functional and non-functional requirements for the application, including multi-level diagramming  Facilitate the company’s transition from an excel based accounting system to Financial Accounting Software • Managed the transfer of company assets, payroll and all other financial components from excel to Intuit software  Project Management of both Commercial and Residential Construction Projects • Facilitated and managed all subcontractor and inspection activities for multiple construction projects including the preparation of project budgets, proforma statements, actual cost tracking, and change requisitions • Maintained and enforced quality control that significantly increased first-round building inspection pass rates Show less