Chief Analyst Accounting & Reporting

• Mar 2023 - Present

Lead Analyst Treasury

• Feb 2022 - Apr 2023

Financial Analyst

• Jan 2019 - Feb 2022

• Confer with university officials about financial and regulatory matters. • Provide timely, relevant, and accurate reporting and analytical support to the institution and its departments • Analyzes historical accounting data and other information to make projections which will aid management in short- and long-range financial planning • Coordinates action necessary to correct account balances and maintain proper accounting controls and procedures • Investigates significant variances, issued reports and developed corrective recommendations. Collaborated on projects with other professionals. • Assessed departments dealing with difficulties to identify possible corrective strategies based on financial and operational data. • Handle inquiries and deescalate situations presented by external departments and financial teams. • Actively seek and utilize continued educational opportunities to ensure a current understanding of proper finance and accounting procedures and regulations. Show less

Public Accountant

• Jun 2014 - Jan 2019

• Created detailed financial reports based on financial statuses and data. • Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems. • Reviewed organization's adherence to regulatory guidelines applicable to specific activities and practices. • Suggested ways to improve operational efficiencies. • Prepared income tax return forms for individuals and small businesses using specialized tax software. • Administered payroll for 10+ bi-weekly employees using QuickBooks, including calculating commissions, verifying tax liabilities, and tracking rolling PTO. • Audited business finances and records to prepare reports advising companies on needed changes for optimal compliance. • Discussed organizational finances with senior managers, helping the decision-making process. • Inspected annual reports, financial statements, and other records to assess the proper use of accepted accounting procedures. Show less

Safety Coordinator

• Feb 2010 - Jul 2014

• Inspected worksites, practices, and gear for compliance with established safety standards. • Recognized, documented, and advised on removal of hazards. • Aided in managing health and safety programs aligned with industry standards. • Trained extensively in OSHA standards to develop a deep understanding of environmental, workplace, and PPE protections. • Analyzed processes to devise methods for reducing workplace injuries, accidents, and illnesses. Built training methods to teach workers appropriate safety behaviors and correct use of available PPE. • Coordinated safety training courses and worker education programs to demonstrate proper safety behaviors and the use of safety equipment. • Oriented new employees to the ideal health and safety practices with targeted training strategies. Show less