Experience

ForHealth Consulting at UMass Chan Medical School
• United States
• Business Consulting and Services
• 200 - 300 Employee
• Financial Analyst

  • Jan 2023 - Present

ALDI USA
• United States
• Retail
• 700 & Above Employee
• Strategic Financial Planning Analyst II

  • Sep 2021 - Jan 2023


MPM Property Management, LLC

• United States
• Real Estate
• 1 - 100 Employee

• Financial Specialist

  • Feb 2016 - Mar 2017

  ▪ Responsible for producing quarterly financial reports and analysis packages for over 600 properties across 18 investment portfolios. ▪ Calculates portfolio ROIs, forecasts cash flow, using data to make financial and operational recommendations ▪ Developed and implemented new annual budgeting procedures to increase accounting accuracy ▪ Oversees AR and AP functions. ▪ Trains coworkers and new team members as well as cross-trains members of other departments in accounting functions; wrote procedures for internal processes of the accounting department. ▪ Performs other financial functions including month end close, various journal entries and account reconciliations. Show less



FKM USA

• United States
• 1 - 100 Employee

• Staff Accountant

  • May 2015 - 2016

  ▪ Produces and analyzes financial documents including balance sheets and P&L statements. ▪ Executes month end close processes, invoicing, journal entries, and account reconciliations. ▪ Performs Human Resource functions, including benefit coordination and overseeing 3rd party payroll processing. ▪ Coordinates credit and collection efforts pertaining to Accounts Receivables. ▪ Responsible for completing all AP functions. ▪ Monitors inventory levels and uses results to recommend inventory strategies. ▪ Generates monthly collateral reports in relation to lines of credit and bank loans to maximize cash flow. Show less



Emerson - Instrument & Valve Services

• Financial Analyst/Operational Analyst

  • Sep 2007 - Dec 2012

  ▪ Analyzes financial statements and value flows for 14 regional sites in excess of $50M annual revenue. ▪ Performs all aspects of month-end financial close, including making GL adjustments to ensure accuracy, researching variances, generating financial reports, and communicating results to management. ▪ Provides strategic guidance to Regional Directors and site managers to ensure all financial goals are met and all necessary resources are obtained; uses data to produce quarterly presentations to executive management ▪ Maintains and analyzes A/R, A/P and inventory functions to reduce cash conversion cycle: o Directs regional inventory initiatives; has increased regional inventory turns by 60% and has improved physical inventory accuracy. ▪ Uses financial data to establish and track key metrics to make financial and operational recommendations to upper management. ▪ Responsible for regional sales forecasting and budgeting. ▪ Manages all aspects of capital investments including completing financial analysis of projects and maintaining accurate asset records. ▪ Integral in creating fiscal and ethical policies and procedures; ensures site compliance; conducts internal audits. Show less



University of Illinois

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Assistant to Director of Finance

  • Jan 2005 - Jan 2007

  Responsible for the preparation of financial reports for Dean and Director of Finance, which required data extraction, reconfiguration, and analysis using mainframe applications. Reconciled and managed monthly statements for multiple state accounts and grants; monitored staff salaries, as well as employment and termination benefits for all Dean’s office employees. Implemented cost saving process improvements in order to automate overall processes to improve staff efficiency. Collaborated with multiple campus services while developing and maintaining a working log of all open, completed, in process, and disputed transactions. Show less



Millennium Rail

• United States
• Chemical Manufacturing

• Accounts Receivable/Accounts Payable Analyst

  • Dec 2004 - Aug 2005

  A national supplier of rail car repair and maintenance; Responsible for corporate Accounts Receivable, including the posting and reconciliation of daily cash receipts, on average, exceeding $2M. Performed Accounts Payable duties, including entering payment vouchers, verifying expense reports, issuing refund check requests, and conducting weekly check run. Reduced overall outstanding accounts by 55% as credit and collections manager by reengineering the data-mining and reporting processes of past-due balances; researched individual corporation credit ratings and determined customer credit limits based on risk assessment. Performed weekly payroll using ADP software for corporate headquarters. Managed over 20 A/R and payroll clerks in 8 offices nationwide while monitoring all regional expenses on a weekly basis. Assisted the controller in month and year-end closing. Show less