Experience

• 

  GDH

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

  • Business Analyst

    • Dec 2021 - Present

  • Manager, Financial Planning and Analysis

    • Nov 2018 - Dec 2021

  • Strategic Business Analyst

    • Nov 2016 - Nov 2018

    Subject matter expert on all processes relating to producer gross margin and commission calculations and reporting. Subject matter expert regarding data compilation and reporting using various databases, tables, and BI tools (Qlik). Create and update the monthly forecast and budget tool. Create and manage implementation of field manager budget tool. Conduct User Acceptance Testing for projects, implementations, system fixes, and enhancements. Recommend solutions based on data analysis to increase business efficiency and improve existing processes. Assist outside departments, such as Payroll, with process improvements, efficiencies, and database maintenance. Analyze, develop and maintain reports, databases and queries (SQL) to provide company metrics. Perform ongoing system analysis to ensure everything is functioning accurately and to maintain data integrity.

  • Accountant

    • Oct 2014 - Nov 2016

    Generate invoices weekly based on varied client needs. Process, audit, and report to Payroll reimbursable consultant expenses. Report invoicing variances to invoicing team for research and resolution, assist in resolution. Support field producers as needed to fulfill client billing requests, purchase order tracking, and various reporting as needed.

• 

  FBP Systems Inc.

  • Tulsa, Oklahoma Area

  • FBP Administrator

    • Nov 2013 - Oct 2014
    • Tulsa, Oklahoma Area

    Prepare, submit, and track all purchase orders for the company. Track all bid proposals and related financial data for each office. Office management activities for the Tulsa Office. Organize and send expense reports for Tulsa office.

• 

  Dollar Thrifty Automotive Group

  • Tulsa, Oklahoma Area

  • Temporary Coordinator, Treasury

    • Aug 2012 - Sep 2012
    • Tulsa, Oklahoma Area

    Temporary position to cover an employee on medical leave. Prepared check deposits, maintained deposit files, and recommended check deposit procedures. Performed cash management functions including assistance in the preparation and review of the daily cash report. Initiated cash transfers from corporate store depository accounts in the US and Canada to maintain operation accounts including any necessary stop payment action on company checks. Provided administrative support to the Treasurer.

• 

  United States Department of Defense

  • United States
  • Armed Forces
  • 700 & Above Employee

  • CYSS Intern

    • Jan 2012 - Apr 2012

    Assisted the FTS with implementation of CYMS Software to include accurate accounting and reporting of funds and to collect and maintain up-to-date statistical data for planning and reporting purposes. Assisted the FTS with integrating technology into all aspects of CYSS operations and maintaining Pre-K to Middle School/Teen computer labs. Additional duties included serving as the CYS representative for the RDS events team. Assisted in planning and implementation of Polar Fest and Month of the Military Child festival.***Received the Garrison Commander Certificate of Appreciation***

  • CYSS Intern

    • Aug 2011 - Dec 2011

    Learned all aspects of Child, Youth and School Services (CYSS) by shadowing management and directors. Ensured safety of all children and staff by following all SOPs (Standard Operating Procedures) and guidelines required by the Army. Assisted in facility inspections. Created banners to advertise different programs. Assisted in the creation of new programs regarding collaboration across multiple departments. Supported the Volunteer Coordinator with the Army Family Action Plan event.***Received the Department of the Army Medal of Achievement for Civilian Service***

• 

  Dollar Thrifty Automotive Group

  • Leisure, Travel & Tourism
  • 700 & Above Employee

  • Coordinator, Daily Business Reporting

    • Jun 2010 - Aug 2011

    Served as a technical resource to Daily Business Reporting (DBR) personnel, location staff and departments by responding to questions, resolving problems and providing training to department and locations as needed. Reviewed submitted refunds for accuracy, monitored and reported US counter system errors, and issued refunds to customers’ credit cards. Assisted with ongoing maintenance of the Canadian counter system, and ensured it interfaced with other systems. Reviewed, tracked and updated exception reporting for DBR general ledger accounts, analyzed out of balance conditions, and prepared monthly reconciliations.

  • Lead Staff Assistant, Car Receipts

    • Jun 2009 - Jul 2010

    Ensured accurate and timely financial reporting of daily wire receipts by verifying work to bank activity and general ledger account distribution. Researched and resolved outstanding items on car sales accounts via collection efforts and prepared journal entries. Maintained good status on accounts with all car auctions. Assigned, trained, scheduled, monitored the performance of, and contributed to the evaluation of staff assistants. Recommended and implemented more efficient work methods to cut resources needed and provided a better paper trail.

  • Staff Assistant, Cash Reconciliation

    • Nov 2007 - Jun 2009

    Reconciled corporate location cash receipts with the DBR, prepared journal entries to the general ledger, verified account entries. Communicated with locations and banks and performed account analysis to balance cash receipts with bank deposits and resolve discrepancies. Interfaced monthly cash reconciliation journal entries from the reconciliation software (ReconNet) to the general ledger. **Served as Ambassador of the department to the company. Planned and delegated personnel for special events and celebrations. Held team building events to promote a better workplace.

• 

  Ford Audio Video

  • Tulsa, Oklahoma Area

  • Inventory Control Coordinator

    • May 2007 - Nov 2007
    • Tulsa, Oklahoma Area

    Responsible for all inventory locations including fixed assets, job inventory, and consumables. Conducted monthly counts of all inventory to ensure system accuracy. Moved consumable inventory storage out of job inventory storage for easier control and efficiency. Managed all shipping and receiving for the branch. Assisted Division Coordinator with daily tasks, such as timesheets and deposits.

• 

  Dollar Thrifty Automotive Group

  • Leisure, Travel & Tourism
  • 700 & Above Employee

  • Staff Assistant, Corporate Receivables

    • Jul 2006 - Apr 2007

    Audited DBRs, Cash Receipts Reports, and JDEdwards details for accuracy. Prepared and entered properly documented journal entries into JDE within proper accounting period. Provided DBR reports, Excel spreadsheets, and rental agreements as needed to resolve location issues. Communicated with corporate and field personnel to resolve all DBR related problems in a timely manner.

  • Staff Assistant, Vehicle Violations

    • Oct 2005 - Jun 2006

    Processed all violations in a timely manner by researching the renter at the time of violation, contacting the municipalities and sending them the renter's information, and charging the customer. Assisted in the training of new employees.

• 

  Children's Association for Maximum Potential (CAMP)

  • Recruitment/Training Coordinator

    • Sep 2004 - May 2005

    Implemented training sessions for company software; ResultsPlus, PubMed, and MedlinePlus saving $800 per user. Initiated volunteer recruitment programs at local high schools and for colleges (OK, LA, and TX area) and maintained databases for all interested volunteers, trainers, and medical staff. Created all printed materials, outlines and PowerPoint presentations for onsite training classes. Aided marketing program through website updates, kiosk target marketing and creation of volunteer brochure. Defined volunteer positions and job responsibilities with supervisor. Organized training for all volunteers regarding the care of special needs children and teens.

  • Development Assistant

    • Jan 2004 - Sep 2004

    Assisted Development Director with Public Service Announcements. Created all advertising and promotional flyers for anniversary fundraiser. Solicited new corporate sponsorships for fundraising events and monthly United Way donations. Helped raise $125,000 during annual campaign.