Bio
Experience
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United States
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Retail
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100 - 200 Employee
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Chief Financial Officer
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Dec 2016 - Oct 2023
Develop and produce company-wide Board ReportsEngage in financial and strategic planningCreate budgets and company-wide financials Oversee staff management and developmentRecommend and implement process-oriented improvements
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Director of Operations
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Dec 2013 - Dec 2016
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Owner
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Jan 1999 - Mar 2015
Founded in 1999 with older brother at the age of 8 Managed and operated company independently since 2007Built and maintained relations with over 45 clientsUtilized Quick Books to streamline customer billingSold the business in 2015 to focus on my career in accounting
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Student
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2009 - Dec 2013
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Assurance Intern
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Jun 2013 - Aug 2013
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Credit Analyst Intern
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Apr 2012 - Dec 2012
Interpreted financial statements and scoring models to determine creditabilityBalanced individual credit with its industry’s performance to make decisionsPresented findings from industry research to company-wide credit teamsCommunicated directly with vendor partners regarding credit decisions
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Intern
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Jan 2012 - Apr 2012
Analyzed web portals to produce benchmarking reports Sharpened speaking abilities by interacting with coworkers in SpanishValidated the English of deliverable documents and presentations
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Student
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2005 - 2009
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Education
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2009 - 2014University of Iowa - Henry B. Tippie College of Business
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2012 - 2012Escola Superior de Comerç Internacional - Barcelona, Spain
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Linn-Mar High School
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Universidad del País Vasco/Euskal Herriko Unibertsitatea - Bilbao, Spain
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Industry Focus. “Financial Services”
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