Bio
Experience
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Investment Management
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1 - 100 Employee
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Vice President Finance
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Jan 2024 - Present
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Director of Finance
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Dec 2022 - Present
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Finance Manager
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Aug 2021 - Dec 2022
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Amazon
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Dupont, Washington, United States
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Senior Financial Analyst
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Aug 2020 - Aug 2021
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Dupont, Washington, United States
- Responsible for delivering weekly/monthly labor plans, forecasts, and budgets- Collaborate with Operations to identify opportunities for performance improvement and help coordinate efforts to realize those improvements- Lead the effort to improve capital projects tracking and execution for the ARNS Region- Chosen as the Total Cost Ownership SME for the ARNS region and drive efforts to reduce fixed costs across the region
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United States
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Food and Beverage Services
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700 & Above Employee
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Finance Manager
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Dec 2018 - Jul 2020
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Compliance Manager
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Feb 2017 - Dec 2018
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United States
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Financial Services
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700 & Above Employee
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Associate
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Jan 2017 - Feb 2017
Business Development Services
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Analyst
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Jun 2014 - Dec 2016
Fundamental Equity Product Management and Business Development Services
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United States
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Software Development
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700 & Above Employee
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New Account Manager
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May 2013 - May 2014
-Orchestrated client on-boarding and new account implementation-Maintained and enhance client relationships through proactive service-Chosen to lead a team that monitors the underlying asset managers’ compliance with client-mandated investment restrictions-Informed new clients of and sell available products and reports
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Account Manager Intern
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Jan 2013 - May 2013
-Ensured the accuracy of outgoing reports pertaining to performance, accounting, and compliance-Performed daily account reconciliations for investment portfolios-Researched and responded to client inquiries
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Accounting Intern
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Jan 2012 - Dec 2012
-Prepared monthly journal entries for the general ledger-Aided in the preparation of financial statements-Oversaw the accounts payable process-Created a system using Excel to monitor and improve the efficiency of tasks
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Account Specialist
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Nov 2009 - Jan 2012
-Handled special circumstances and made quick decisions to help the client become current on credit accounts-Modified repayment terms of client credit accounts
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Education
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2017 - 2019Boise State University
Master's degree, accountancy -
2009 - 2013Boise State University
Bachelor's degree, Accounting
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Industry Focus. “Financial Services”
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